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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,936 | $218.6K | 0.02% | +76+4.1% | Added |
| PGGM Investments | 1,937 | $219.0K | 0.00% | +1,937 | New |
| First Commonwealth Financial Corp | 1,954 | $220.6K | 0.08% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 1,954 | $220.6K | 0.05% | −45−2.3% | Reduced |
| Prostatis Group LLC | 2,105 | $222.8K | 0.12% | −6−0.3% | Reduced |
| L2 Asset Management, LLC | 1,980 | $223.5K | 0.13% | +1,980 | New |
| Boltwood Capital Management | 1,981 | $223.7K | 0.08% | +50+2.6% | Added |
| Benchmark Investment Advisors LLC | 2,000 | $225.8K | 0.23% | −78−3.8% | Reduced |
| Canton Hathaway, LLC | 2,000 | $226.0K | 0.08% | +2,000 | New |
| Cornerstone Wealth Management, LLC | 2,006 | $226.5K | 0.02% | +2,006 | New |
| Belpointe Asset Management LLC | 2,007 | $226.7K | 0.01% | +689+52.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,027 | $228.8K | 0.00% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 2,035 | $229.8K | 0.15% | +15+0.7% | Added |
| Sonora Investment Management Group, LLC | 2,039 | $230.2K | 0.02% | −300−12.8% | Reduced |
| Emerald Advisers, LLC | 2,055 | $232.0K | 0.01% | −12−0.6% | Reduced |
| Wealth Management Associates, Inc. | 2,055 | $232.0K | 0.14% | +2,055 | New |
| Conning Inc. | 2,080 | $234.8K | 0.01% | −27−1.3% | Reduced |
| Lumature Wealth Partners, LLC | 2,085 | $235.4K | 0.13% | +171+8.9% | Added |
| Financial Management Network Inc | 2,131 | $235.7K | 0.09% | 00.0% | Unchanged |
| Ascent Group, LLC | 2,089 | $235.8K | 0.03% | −252−10.8% | Reduced |
| F/M Investments LLC | 2,106 | $237.8K | 0.24% | +2,106 | New |
| Truadvice, LLC | 2,139 | $240.3K | 0.10% | +2,139 | New |
| Glenview Trust Co | 2,132 | $240.7K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 2,134 | $240.9K | 0.00% | +103+5.1% | Added |
| Bender Robert & Associates | 2,135 | $241.0K | 0.07% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 2,145 | $242.0K | 0.02% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 2,163 | $244.0K | 0.00% | −1,534−41.5% | Reduced |
| Greytown Advisors Inc. | 2,195 | $247.8K | 0.13% | 00.0% | Unchanged |
| Security Asset Management | 2,240 | $252.9K | 0.15% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 2,242 | $253.0K | 0.19% | +24+1.1% | Added |
| Quantinno Capital Management LP | 2,245 | $254.0K | 0.02% | +2,245 | New |
| Hennion & Walsh Asset Management, Inc. | 2,277 | $257.0K | 0.02% | −2,707−54.3% | Reduced |
| Revisor Wealth Management LLC | 2,281 | $257.5K | 0.24% | +2,281 | New |
| Phoenix Wealth Advisors | 2,285 | $258.0K | 0.16% | +54+2.4% | Added |
| Astoria Portfolio Advisors LLC. | 2,338 | $258.6K | 0.11% | −357−13.2% | Reduced |
| Triangle Securities Wealth Management | 2,294 | $259.0K | 0.09% | −60−2.5% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 2,300 | $259.7K | 0.25% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,323 | $262.2K | 0.01% | −2,450−51.3% | Reduced |
| Koshinski Asset Management, Inc. | 2,325 | $262.5K | 0.03% | +2,325 | New |
| Invictus Private Wealth, LLC | 2,326 | $262.6K | 0.03% | −100−4.1% | Reduced |
| Liberty Capital Management, Inc. | 2,329 | $262.9K | 0.09% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 2,338 | $264.0K | 0.05% | −50−2.1% | Reduced |
| Summit Trail Advisors, LLC | 2,353 | $265.7K | 0.01% | +44+1.9% | Added |
| Sowell Financial Services LLC | 2,359 | $266.0K | 0.02% | +2,359 | New |
| DuPont Capital Management Corp | 2,362 | $266.7K | 0.01% | +806+51.8% | Added |
| Lincoln Capital LLC | 2,406 | $271.6K | 0.07% | 00.0% | Unchanged |
| Presilium Private Wealth, LLC | 2,412 | $272.3K | 0.11% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,412 | $272.3K | 0.06% | +2,412 | New |
| Personal Cfo Solutions, LLC | 2,446 | $276.1K | 0.06% | +313+14.7% | Added |
| Tower Research Capital LLC (TRC) | 2,487 | $280.0K | 0.01% | −2,775−52.7% | Reduced |
| Sittner & Nelson, LLC | 2,500 | $282.2K | 0.16% | 00.0% | Unchanged |
| TL Private Wealth | 2,500 | $282.3K | 0.16% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 2,501 | $282.4K | 0.19% | −1,637−39.6% | Reduced |
| Smith Shellnut Wilson LLC | 2,505 | $282.8K | 0.17% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2,519 | $284.0K | 0.01% | +355+16.4% | Added |
| Clearstead Advisors, LLC | 2,524 | $285.0K | 0.02% | +1,849+273.9% | Added |
| Hoxton Planning & Management, LLC | 2,525 | $285.1K | 0.16% | −239−8.6% | Reduced |
| DMG Group, LLC | 2,542 | $285.6K | 0.29% | +2,542 | New |
| DoubleLine ETF Adviser LP | 2,540 | $286.8K | 0.12% | −617−19.5% | Reduced |
| Insight Folios Inc | 2,545 | $287.3K | 0.13% | +100+4.1% | Added |
| Joule Financial, LLC | 2,579 | $291.2K | 0.16% | +147+6.0% | Added |
| Lane & Associates LLC | 2,581 | $291.4K | 0.26% | +2,581 | New |
| Trust Asset Management LLC | 2,607 | $294.3K | 0.03% | +22+0.9% | Added |
| First Horizon Advisors, Inc. | 2,607 | $294.3K | 0.01% | −343−11.6% | Reduced |
| Fluent Financial, LLC | 2,616 | $295.4K | 0.20% | −146−5.3% | Reduced |
| Quadrant Capital Group LLC | 2,638 | $297.8K | 0.03% | −80−2.9% | Reduced |
| Regal Investment Advisors LLC | 2,657 | $300.0K | 0.03% | +672+33.9% | Added |
| Profund Advisors LLC | 2,661 | $300.4K | 0.02% | −81−3.0% | Reduced |
| Cigna Investments Inc | 2,671 | $302.0K | 0.06% | −101−3.6% | Reduced |
| Checchi Capital Advisers, LLC | 2,675 | $302.0K | 0.03% | −196−6.8% | Reduced |
| CAPROCK Group, Inc. | 2,687 | $303.4K | 0.02% | +315+13.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,688 | $303.5K | 0.05% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 2,688 | $303.5K | 0.04% | −742−21.6% | Reduced |
| Hollencrest Capital Management | 2,698 | $304.6K | 0.03% | +2,684+19,171.4% | Added |
| GW Henssler & Associates Ltd | 2,699 | $304.7K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,709 | $305.8K | 0.06% | +2,709 | New |
| Fund Management at Engine No. 1 LLC | 2,721 | $307.2K | 0.06% | +262+10.7% | Added |
| Clear Harbor Asset Management, LLC | 2,725 | $307.7K | 0.03% | +2,725 | New |
| Larson Financial Group LLC | 2,728 | $307.9K | 0.03% | +16+0.6% | Added |
| TFG Advisers LLC | 2,745 | $310.0K | 0.15% | +10+0.4% | Added |
| TCI Wealth Advisors, Inc. | 2,747 | $310.1K | 0.04% | −17−0.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,750 | $310.5K | 0.10% | +2,750 | New |
| MTM Investment Management, LLC | 2,798 | $315.9K | 0.16% | +316+12.7% | Added |
| Miracle Mile Advisors, LLC | 2,807 | $316.9K | 0.01% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 2,811 | $317.4K | 0.11% | +136+5.1% | Added |
| Tortoise Investment Management, LLC | 2,819 | $318.3K | 0.05% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 2,845 | $321.2K | 0.01% | +165+6.2% | Added |
| Baker Tilly Wealth Management, LLC | 2,856 | $322.4K | 0.04% | +54+1.9% | Added |
| Intercontinental Wealth Advisors, LLC | 2,858 | $322.7K | 0.08% | −4−0.1% | Reduced |
| Morningstar Investment Management LLC | 2,863 | $323.0K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,862 | $323.1K | 0.03% | −358−11.1% | Reduced |
| Everence Capital Management Inc | 2,870 | $324.0K | 0.03% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 2,899 | $327.3K | 0.01% | −7,568−72.3% | Reduced |
| Deseret Mutual Benefit Administrators | 2,935 | $331.4K | 0.13% | +97+3.4% | Added |
| Oak Hill Wealth Advisors, LLC | 2,958 | $334.0K | 0.13% | −200−6.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,973 | $335.7K | 0.01% | −10−0.3% | Reduced |
| Sheets Smith Wealth Management | 2,974 | $335.7K | 0.05% | −24−0.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 2,975 | $335.9K | 0.05% | 00.0% | Unchanged |
| Woodstock Corp | 2,995 | $338.1K | 0.04% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 3,000 | $338.6K | 0.12% | +1,000+50.0% | Added |