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 |
|---|---|---|---|---|---|
| Main Street Financial Solutions, LLC | 3,021 | $341.1K | 0.05% | +36+1.2% | Added |
| Marino, Stram & Associates LLC | 3,045 | $343.8K | 0.10% | +143+4.9% | Added |
| RMB Capital Management, LLC | 3,054 | $344.8K | 0.01% | −15,823−83.8% | Reduced |
| Wimmer Associates 1, LLC | 3,250 | $345.4K | 0.22% | +265+8.9% | Added |
| Nilsine Partners, LLC | 3,076 | $347.3K | 0.05% | +3,076 | New |
| DGS Capital Management, LLC | 3,123 | $352.6K | 0.20% | +292+10.3% | Added |
| Dorsey & Whitney Trust CO LLC | 3,142 | $354.7K | 0.03% | −161−4.9% | Reduced |
| Woodmont Investment Counsel LLC | 3,150 | $355.6K | 0.04% | +125+4.1% | Added |
| Simplex Trading, LLC | 3,160 | $356.0K | 0.02% | +3,160 | New |
| Oppenheimer Asset Management Inc. | 3,161 | $356.9K | 0.01% | +434+15.9% | Added |
| Excalibur Management Corp | 3,164 | $357.2K | 0.19% | +37+1.2% | Added |
| Global Retirement Partners, LLC | 3,380 | $357.5K | 0.02% | +556+19.7% | Added |
| New Republic Capital, LLC | 3,169 | $357.8K | 0.27% | +128+4.2% | Added |
| Graypoint LLC | 3,177 | $358.7K | 0.04% | −421−11.7% | Reduced |
| DFPG Investments, LLC | 3,184 | $359.5K | 0.04% | +3,184 | New |
| Lido Advisors, LLC | 3,187 | $359.8K | 0.01% | +785+32.7% | Added |
| Leavell Investment Management, Inc. | 3,192 | $360.0K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,195 | $360.7K | 0.02% | −2,687−45.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,200 | $361.3K | 0.03% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 3,209 | $362.3K | 0.01% | +271+9.2% | Added |
| Evoke Wealth, LLC | 3,226 | $364.2K | 0.01% | +33+1.0% | Added |
| AIA Group Ltd | 3,239 | $365.7K | 0.02% | −513−13.7% | Reduced |
| Balentine LLC | 3,241 | $365.9K | 0.01% | −1,573−32.7% | Reduced |
| Nicolet Bankshares Inc | 3,245 | $366.4K | 0.12% | +5+0.2% | Added |
| LGT Group Foundation | 3,248 | $366.7K | 0.01% | +3,248 | New |
| Ossiam | 3,257 | $367.7K | 0.01% | +1,905+140.9% | Added |
| Roberts Glore & Co Inc | 3,258 | $367.8K | 0.12% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,266 | $368.8K | 0.01% | −362−10.0% | Reduced |
| Colonial River Wealth Management, LLC | 3,268 | $369.0K | 0.22% | +852+35.3% | Added |
| Radnor Capital Management, LLC | 3,265 | $369.0K | 0.10% | 00.0% | Unchanged |
| Middleton & Co Inc | 3,270 | $369.2K | 0.05% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 3,279 | $370.2K | 0.07% | −839−20.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,312 | $373.9K | 0.00% | +327+11.0% | Added |
| Valeo Financial Advisors, LLC | 3,329 | $375.8K | 0.02% | +695+26.4% | Added |
| Federated Hermes, Inc. | 3,348 | $378.0K | 0.00% | −1,499−30.9% | Reduced |
| HB Wealth Management, LLC | 3,369 | $380.3K | 0.01% | −1,147−25.4% | Reduced |
| VisionPoint Advisory Group, LLC | 3,621 | $382.6K | 0.17% | −1,147−24.1% | Reduced |
| LaFleur & Godfrey LLC | 3,460 | $390.6K | 0.06% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,467 | $391.4K | 0.16% | +3,467 | New |
| Coldstream Capital Management Inc | 3,473 | $392.1K | 0.01% | +60+1.8% | Added |
| Wesbanco Bank Inc | 3,552 | $401.0K | 0.02% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 3,590 | $405.3K | 0.23% | +461+14.7% | Added |
| Savant Capital, LLC | 3,591 | $405.4K | 0.01% | +553+18.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,600 | $406.4K | 0.00% | −21,100−85.4% | Reduced |
| Tiaa, FSB | 3,603 | $406.8K | 0.00% | +158+4.6% | Added |
| Private Trust Co NA | 3,633 | $410.2K | 0.06% | +66+1.9% | Added |
| Gillespie Robinson & Grimm Inc | 3,655 | $412.6K | 0.04% | +3,655 | New |
| Retirement Planning Co of New England, Inc. | 3,673 | $414.7K | 0.25% | +585+18.9% | Added |
| Financial Counselors Inc | 3,677 | $415.0K | 0.01% | +19+0.5% | Added |
| Arrow Financial Corp | 3,677 | $415.1K | 0.05% | −185−4.8% | Reduced |
| Fiduciary Trust Co | 3,684 | $415.9K | 0.01% | −70−1.9% | Reduced |
| Northcape Wealth Management, LLC | 3,785 | $427.3K | 0.15% | +3,785 | New |
| Hazlett, Burt & Watson, Inc. | 3,831 | $430.0K | 0.35% | +3,031+378.9% | Added |
| Wedmont Private Capital | 3,909 | $432.1K | 0.06% | −638−14.0% | Reduced |
| Pathstone Family Office, LLC | 3,703 | $432.7K | 0.01% | −3,980−51.8% | Reduced |
| West Financial Advisors, LLC | 3,847 | $434.3K | 0.11% | +3,847 | New |
| Spire Wealth Management | 3,853 | $435.0K | 0.02% | +1,439+59.6% | Added |
| Northern Oak Wealth Management Inc | 3,862 | $436.0K | 0.05% | +3,862 | New |
| Cetera Advisors LLC | 3,862 | $436.0K | 0.01% | +254+7.0% | Added |
| Meeder Advisory Services, Inc. | 3,879 | $438.0K | 0.05% | −203−5.0% | Reduced |
| Rossmore Private Capital | 3,880 | $438.1K | 0.07% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 3,912 | $441.0K | 0.07% | −111−2.8% | Reduced |
| Bryn Mawr Trust Co | 3,934 | $444.0K | 0.02% | −15−0.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 3,979 | $449.2K | 0.04% | +3,979 | New |
| Peachtree Investment Partners, LLC | 3,985 | $449.9K | 0.28% | +11+0.3% | Added |
| Aquila Investment Management LLC | 4,000 | $451.6K | 0.37% | 00.0% | Unchanged |
| Sandy Spring Bank | 4,025 | $454.4K | 0.03% | −385−8.7% | Reduced |
| Resources Investment Advisors, LLC. | 4,047 | $456.9K | 0.01% | +185+4.8% | Added |
| Provident Investment Management, Inc. | 4,060 | $458.4K | 0.05% | +2,025+99.5% | Added |
| Heritage Trust Co | 4,082 | $460.9K | 0.07% | −500−10.9% | Reduced |
| Veriti Management LLC | 4,111 | $464.1K | 0.06% | +458+12.5% | Added |
| Triumph Capital Management | 4,126 | $465.9K | 0.24% | +2,239+118.7% | Added |
| Longfellow Investment Management Co LLC | 4,144 | $467.9K | 0.11% | −1,268−23.4% | Reduced |
| Symmetry Partners, LLC | 4,141 | $468.0K | 0.03% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 4,164 | $470.1K | 0.09% | +439+11.8% | Added |
| Tokio Marine Asset Management Co Ltd | 4,193 | $473.4K | 0.03% | +586+16.2% | Added |
| Kestra Private Wealth Services, LLC | 4,269 | $482.0K | 0.02% | −1,505−26.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,291 | $484.5K | 0.18% | +1,883+78.2% | Added |
| National Asset Management, Inc. | 4,308 | $486.4K | 0.01% | +1,670+63.3% | Added |
| US Asset Management LLC | 4,312 | $487.0K | 0.50% | −10−0.2% | Reduced |
| Midwest Financial Group LLC | 4,315 | $487.0K | 0.45% | +4,315 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 4,396 | $496.0K | 0.00% | −7−0.2% | Reduced |
| Elevated Capital Advisors, LLC | 4,405 | $497.3K | 0.18% | +90+2.1% | Added |
| Evergreen Capital Management LLC | 4,419 | $498.9K | 0.02% | +516+13.2% | Added |
| Gladstone Institutional Advisory LLC | 4,427 | $499.8K | 0.03% | −114−2.5% | Reduced |
| NVWM, LLC | 4,431 | $500.3K | 0.17% | +758+20.6% | Added |
| Great Valley Advisor Group, Inc. | 4,433 | $501.0K | 0.02% | +1,359+44.2% | Added |
| WBH Advisory Inc | 4,470 | $504.7K | 0.06% | +4,470 | New |
| Verity Asset Management, Inc. | 4,522 | $510.5K | 0.30% | +1,397+44.7% | Added |
| Wedbush Securities Inc | 4,585 | $518.0K | 0.03% | +187+4.3% | Added |
| Essex Savings Bank | 4,651 | $525.1K | 0.18% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 5,025 | $527.8K | 0.05% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 4,719 | $532.8K | 0.04% | −28−0.6% | Reduced |
| Verition Fund Management LLC | 4,743 | $535.5K | 0.01% | +2,608+122.2% | Added |
| Tilia Fiduciary Partners, Inc. | 4,779 | $539.5K | 0.51% | +3,255+213.6% | Added |
| Desjardins Global Asset Management Inc. | 4,779 | $540.0K | 0.07% | +1,021+27.2% | Added |
| AlphaCore Capital LLC | 4,850 | $547.6K | 0.14% | +4,850 | New |
| Claro Advisors LLC | 4,855 | $548.1K | 0.16% | +421+9.5% | Added |
| ETF Managers Group, LLC | 4,867 | $549.5K | 0.02% | +72+1.5% | Added |
| Hilltop Holdings Inc. | 4,877 | $550.5K | 0.07% | +651+15.4% | Added |