Price T Rowe Group Inc
TROW- Exchange
- Nasdaq
- Industry
- Investment Advice
- SEC CIK
- 0001113169
In the last 90 days, Price T Rowe Group Inc insiders filed 0 open-market purchases and 1 sale; 1,171 institutions reported holding it in 13F filings for Q2 2026, worth $21.6B in total; Markel Group is the only superinvestor holding it.
13F holders, Q1 2023
Institutional positions in Price T Rowe Group Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,013
- +7 vs. Q4 2022
- Shares held
- 175.5M
- +784.9K (+0.4%) vs. Q4 2022
- Total value
- $19.8B
- +$732.3M (+3.8%) vs. Q4 2022
- New holders
- 95
- 448 more added
- Sold out
- 88
- 328 more reduced
18 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TROW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,171 | $21.6B |
| Q1 2026 | 1,094 | $16.8B |
| Q4 2025 | 1,128 | $18.8B |
| Q3 2025 | 1,081 | $17.7B |
| Q2 2025 | 1,077 | $17.0B |
| Q1 2025 | 1,087 | $15.8B |
| Q4 2024 | 1,128 | $19.4B |
| Q3 2024 | 1,055 | $18.0B |
| Q2 2024 | 1,070 | $18.8B |
| Q1 2024 | 1,055 | $20.0B |
| Q4 2023 | 1,058 | $17.7B |
| Q3 2023 | 1,017 | $17.7B |
| Q2 2023 | 1,019 | $19.3B |
| Q1 2023 | 1,013 | $19.8B |
| Q4 2022 | 1,024 | $19.1B |
| Q3 2022 | 1,004 | $18.1B |
| Q2 2022 | 1,046 | $19.2B |
| Q1 2022 | 1,104 | $24.7B |
| Q4 2021 | 1,150 | $32.0B |
| Q3 2021 | 1,121 | $32.2B |
| Q2 2021 | 1,079 | $32.5B |
| Q1 2021 | 1,039 | $27.5B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 309 | $34.9K | 0.01% | −52−14.4% | Reduced |
| Carmel Capital Partners, LLC | 309 | $34.9K | 0.02% | +309 | New |
| Artemis Wealth Advisors, LLC | 331 | $37.4K | 0.01% | +33+11.1% | Added |
| Dividend Assets Capital, LLC | 345 | $38.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 350 | $39.5K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 351 | $39.6K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 357 | $40.3K | 0.01% | −350−49.5% | Reduced |
| Sunbelt Securities, Inc. | 383 | $42.2K | 0.01% | +383 | New |
| Adirondack Trust Co | 375 | $42.3K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 377 | $42.6K | 0.02% | −6−1.6% | Reduced |
| Silvant Capital Management LLC | 381 | $43.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 390 | $44.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 406 | $45.8K | 0.00% | +4+1.0% | Added |
| PSI Advisors, LLC | 421 | $47.5K | 0.02% | −76−15.3% | Reduced |
| Cutler Group LP | 426 | $48.0K | 0.01% | −3,472−89.1% | Reduced |
| Clear Street Markets LLC | 442 | $50.0K | 0.01% | +216+95.6% | Added |
| Quent Capital, LLC | 448 | $50.5K | 0.01% | +12+2.8% | Added |
| CVA Family Office, LLC | 460 | $51.9K | 0.01% | +195+73.6% | Added |
| Smithfield Trust Co | 465 | $54.0K | 0.00% | 00.0% | Unchanged |
| New Hampshire Trust | 485 | $54.8K | 0.01% | −61−11.2% | Reduced |
| Sawyer & Company, Inc | 500 | $55.0K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7,198 | $55.4K | 0.01% | +20+0.3% | Added |
| Alta Advisers Ltd | 500 | $56.5K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 500 | $56.5K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 508 | $57.4K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 535 | $60.4K | 0.02% | −85−13.7% | Reduced |
| Ahrens Investment Partners LLC | 553 | $62.4K | 0.03% | +553 | New |
| MV Capital Management, Inc. | 585 | $66.0K | 0.01% | +26+4.7% | Added |
| Brown Brothers Harriman & Co | 596 | $67.3K | 0.00% | +106+21.6% | Added |
| Leonteq Securities AG | 602 | $68.0K | 0.01% | +409+211.9% | Added |
| West Branch Capital LLC | 610 | $68.9K | 0.04% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 582 | $74.1K | 0.00% | −10,343−94.7% | Reduced |
| Roble, Belko & Company, Inc | 660 | $75.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 667 | $75.3K | 0.01% | −2,045−75.4% | Reduced |
| Kozak & Associates, Inc. | 689 | $77.8K | 0.03% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 741 | $83.7K | 0.02% | +324+77.7% | Added |
| Western Pacific Wealth Management, LP | 745 | $84.1K | 0.06% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 782 | $88.3K | 0.03% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 800 | $90.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 813 | $91.0K | 0.07% | +8+1.0% | Added |
| Milestone Investment Advisors LLC | 825 | $93.1K | 0.03% | +825 | New |
| Tradition Wealth Management, LLC | 831 | $94.0K | 0.01% | +831 | New |
| TD Private Client Wealth LLC | 862 | $97.3K | 0.00% | −8−0.9% | Reduced |
| Farther Finance Advisors, LLC | 867 | $97.9K | 0.03% | −6−0.7% | Reduced |
| Fairfield Financial Advisors, LTD | 893 | $98.6K | 0.04% | −543−37.8% | Reduced |
| Annapolis Financial Services, LLC | 902 | $101.8K | 0.03% | +344+61.6% | Added |
| Concord Wealth Partners | 907 | $102.3K | 0.03% | −346−27.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 924 | $104.3K | 0.01% | +404+77.7% | Added |
| Covestor Ltd | 946 | $107.0K | 0.09% | −242−20.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 950 | $107.3K | 0.01% | −310−24.6% | Reduced |
| Hexagon Capital Partners LLC | 987 | $111.4K | 0.03% | +659+200.9% | Added |
| Colonial Trust Co | 1,000 | $112.9K | 0.03% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,000 | $112.9K | 0.02% | +1,000 | New |
| JJJ Advisors Inc. | 1,000 | $113.3K | 0.03% | +387+63.1% | Added |
| Grey Fox Wealth Advisors, LLC | 1,005 | $113.5K | 0.07% | +10+1.0% | Added |
| North Star Investment Management Corp. | 1,063 | $120.0K | 0.01% | +400+60.3% | Added |
| Massmutual Trust Co FSB | 1,068 | $120.6K | 0.00% | +201+23.2% | Added |
| Geneos Wealth Management Inc. | 1,108 | $125.1K | 0.01% | −42,541−97.5% | Reduced |
| ING Groep NV | 1,115 | $125.9K | 0.00% | −36,880−97.1% | Reduced |
| Grove Bank & Trust | 1,134 | $128.0K | 0.03% | +74+7.0% | Added |
| Federation des caisses Desjardins du Quebec | 1,160 | $131.0K | 0.00% | −27,935−96.0% | Reduced |
| Lindbrook Capital, LLC | 1,163 | $131.3K | 0.02% | −34−2.8% | Reduced |
| Central Bank & Trust Co | 1,168 | $131.9K | 0.02% | +182+18.5% | Added |
| Bank of New Hampshire | 1,180 | $133.2K | 0.04% | −275−18.9% | Reduced |
| Proequities, Inc. | 1,221 | $137.9K | 0.01% | +15+1.2% | Added |
| S.A. Mason LLC | 1,275 | $143.9K | 0.10% | 00.0% | Unchanged |
| Caas Capital Management LP | 1,300 | $146.8K | 0.05% | +1,300 | New |
| Cambridge Trust Co | 1,320 | $149.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,325 | $149.6K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,456 | $164.3K | 0.09% | +707+94.4% | Added |
| Key Financial Inc | 1,474 | $166.4K | 0.06% | +100+7.3% | Added |
| Sentry Investment Management LLC | 1,483 | $167.0K | 0.07% | −35−2.3% | Reduced |
| Perritt Capital Management Inc | 1,483 | $167.4K | 0.09% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,604 | $175.0K | 0.00% | −164−9.3% | Reduced |
| Point72 Middle East FZE | 1,661 | $187.5K | 0.01% | −3,872−70.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,700 | $191.9K | 0.20% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,704 | $192.3K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,758 | $198.5K | 0.01% | +1,439+451.1% | Added |
| Stock Yards Bank & Trust Co | 1,774 | $200.0K | 0.01% | +1,774 | New |
| Dai-Ichi Life Insurance Company, Ltd | 1,776 | $200.5K | 0.00% | +1,776 | New |
| SC&H Financial Advisors, Inc. | 1,779 | $200.8K | 0.07% | +1,779 | New |
| Dakota Wealth Management | 1,792 | $202.3K | 0.01% | +1,792 | New |
| First Affirmative Financial Network | 1,794 | $202.6K | 0.23% | +1,794 | New |
| Horan Securities, Inc. | 1,797 | $202.9K | 0.10% | +42+2.4% | Added |
| We Are One Seven, LLC | 1,799 | $203.1K | 0.01% | +1,799 | New |
| Parsec Financial Management, Inc. | 1,808 | $204.1K | 0.01% | −4,065−69.2% | Reduced |
| Whitener Capital Management, Inc. | 1,814 | $204.8K | 0.09% | +1,814 | New |
| Sutton Wealth Advisors Inc. | 1,851 | $209.0K | 0.11% | +1,731+1,442.5% | Added |
| Weil Company, Inc. | 1,854 | $209.3K | 0.09% | +1,854 | New |
| Nations Financial Group Inc, | 1,868 | $210.9K | 0.02% | +1,868 | New |
| Essex Financial Services, Inc. | 1,870 | $211.1K | 0.02% | −10−0.5% | Reduced |
| MCF Advisors LLC | 1,871 | $211.2K | 0.02% | +24+1.3% | Added |
| Jacobi Capital Management LLC | 1,872 | $211.4K | 0.03% | +34+1.8% | Added |
| Transcend Wealth Collective, LLC | 1,878 | $212.0K | 0.02% | +1,878 | New |
| Blossom Wealth Management | 1,891 | $213.5K | 0.87% | +1,891 | New |
| Somerville Kurt F | 1,900 | $214.5K | 0.04% | −100−5.0% | Reduced |
| Copperwynd Financial, LLC | 1,907 | $215.3K | 0.11% | +1,907 | New |
| Lighthouse Investment Partners, LLC | 1,908 | $215.4K | 0.02% | +1,908 | New |
| FineMark National Bank & Trust | 1,925 | $217.3K | 0.01% | −3−0.2% | Reduced |
| ICW Investment Advisors LLC | 1,927 | $217.7K | 0.12% | +1,927 | New |