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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 4,927 | $556.2K | 0.02% | +24+0.5% | Added |
| Whittier Trust Co | 4,956 | $559.5K | 0.01% | −705−12.5% | Reduced |
| Plimoth Trust Co LLC | 5,006 | $565.2K | 0.18% | −647−11.4% | Reduced |
| Sawgrass Asset Management LLC | 5,011 | $565.7K | 0.07% | −210−4.0% | Reduced |
| Lion Street Advisors, LLC | 5,013 | $566.0K | 0.18% | +5,013 | New |
| Court Place Advisors, LLC | 5,019 | $566.6K | 0.21% | −199−3.8% | Reduced |
| Apollon Wealth Management, LLC | 5,026 | $567.4K | 0.03% | −414−7.6% | Reduced |
| Bokf, NA | 5,040 | $569.0K | 0.01% | −15,992−76.0% | Reduced |
| Mayflower Financial Advisors, LLC | 5,089 | $574.5K | 0.08% | +5,089 | New |
| Panagora Asset Management Inc | 5,118 | $577.8K | 0.00% | −6,062−54.2% | Reduced |
| City Holding Co | 5,126 | $578.7K | 0.10% | +1,100+27.3% | Added |
| IFP Advisors, Inc | 4,718 | $579.9K | 0.03% | −7,017−59.8% | Reduced |
| Siemens Fonds Invest GmbH | 5,137 | $580.0K | 0.06% | −26−0.5% | Reduced |
| Baldwin Investment Management, LLC | 5,153 | $581.8K | 0.10% | +3+0.1% | Added |
| Ostrum Asset Management | 5,178 | $584.6K | 0.05% | +5,178 | New |
| Venture Visionary Partners LLC | 5,184 | $585.3K | 0.04% | +103+2.0% | Added |
| Bard Financial Services, Inc. | 5,200 | $587.1K | 0.05% | −500−8.8% | Reduced |
| Madison Wealth Management | 5,219 | $589.2K | 0.13% | −154−2.9% | Reduced |
| Stratos Wealth Advisors, LLC | 5,259 | $593.8K | 0.05% | −129−2.4% | Reduced |
| Saratoga Research & Investment Management | 5,291 | $597.4K | 0.03% | +44+0.8% | Added |
| Central Trust Co | 5,304 | $598.8K | 0.02% | −3,872−42.2% | Reduced |
| BHK Investment Advisors, LLC | 5,311 | $599.6K | 0.26% | +1,621+43.9% | Added |
| Impax Asset Management Group plc | 5,314 | $600.0K | 0.00% | −889−14.3% | Reduced |
| Moody National Bank Trust Division | 5,408 | $610.6K | 0.05% | −152−2.7% | Reduced |
| Greenleaf Trust | 5,479 | $618.6K | 0.01% | −131−2.3% | Reduced |
| Bleakley Financial Group, LLC | 5,484 | $619.2K | 0.02% | −198−3.5% | Reduced |
| Sawtooth Solutions, LLC | 5,497 | $620.7K | 0.02% | +1,438+35.4% | Added |
| Benjamin Edwards Inc | 5,526 | $624.0K | 0.15% | +1,860+50.7% | Added |
| Legacy Financial Advisors, Inc. | 5,540 | $625.6K | 0.13% | +5,540 | New |
| Strategic Advisors LLC | 5,600 | $632.2K | 0.13% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 5,635 | $636.2K | 0.02% | −308−5.2% | Reduced |
| Stephens Inc | 5,642 | $637.0K | 0.01% | −13,349−70.3% | Reduced |
| Guardian Wealth Advisors, LLC | 5,653 | $638.2K | 0.50% | +439+8.4% | Added |
| Capstone Investment Advisors, LLC | 5,667 | $639.8K | 0.02% | +3,320+141.5% | Added |
| Accel Wealth Management | 5,676 | $640.9K | 0.26% | −138−2.4% | Reduced |
| Cullinan Associates Inc | 5,695 | $643.0K | 0.04% | +100+1.8% | Added |
| Alberta Investment Management Corp | 5,700 | $643.5K | 0.01% | +5,700 | New |
| Cornerstone Investment Partners, LLC | 5,730 | $646.9K | 0.04% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,749 | $649.1K | 0.01% | −759−11.7% | Reduced |
| Argent Advisors, Inc. | 5,756 | $649.9K | 0.31% | +718+14.3% | Added |
| Ci Investments Inc. | 5,794 | $654.0K | 0.00% | −188−3.1% | Reduced |
| Vaughan David Investments LLC | 5,802 | $655.0K | 0.02% | −400−6.4% | Reduced |
| Wetherby Asset Management Inc | 5,805 | $655.4K | 0.04% | −69−1.2% | Reduced |
| Tufton Capital Management | 5,836 | $658.9K | 0.14% | −101−1.7% | Reduced |
| Mendel Capital Management LLC | 5,840 | $659.4K | 0.60% | +315+5.7% | Added |
| PYA Waltman Capital, LLC | 5,841 | $659.5K | 0.33% | +2,136+57.7% | Added |
| Penobscot Investment Management Company, Inc. | 5,845 | $659.9K | 0.11% | −80−1.4% | Reduced |
| Moors & Cabot, Inc. | 5,854 | $660.9K | 0.05% | +3,475+146.1% | Added |
| Private Capital Advisors, Inc. | 5,930 | $669.0K | 0.13% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 5,970 | $674.0K | 0.16% | −400−6.3% | Reduced |
| Colony Group LLC | 6,049 | $683.0K | 0.01% | −37−0.6% | Reduced |
| Farmers National Bank | 6,065 | $684.7K | 0.24% | −775−11.3% | Reduced |
| Neville Rodie & Shaw Inc | 6,075 | $686.0K | 0.06% | 00.0% | Unchanged |
| Ironvine Capital Partners, LLC | 6,100 | $688.7K | 0.09% | −5,400−47.0% | Reduced |
| CWS Financial Advisors, LLC | 6,166 | $696.1K | 0.28% | +4,556+283.0% | Added |
| Ieq Capital, LLC | 6,178 | $697.5K | 0.02% | +522+9.2% | Added |
| Logan Capital Management Inc | 6,189 | $698.7K | 0.03% | +6,169+30,845.0% | Added |
| Suncoast Equity Management | 6,205 | $700.5K | 0.12% | +560+9.9% | Added |
| Empirical Finance, LLC | 6,308 | $712.2K | 0.07% | +259+4.3% | Added |
| Two Sigma Securities, LLC | 6,325 | $714.1K | 0.06% | +1,555+32.6% | Added |
| Kingsview Wealth Management, LLC | 6,357 | $717.6K | 0.03% | +3,193+100.9% | Added |
| Midwest Professional Planners, LTD. | 6,389 | $721.4K | 0.35% | +268+4.4% | Added |
| Jefferies Financial Group Inc. | 6,400 | $722.6K | 0.02% | +6,400 | New |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 6,428 | $725.7K | 0.43% | +6,428 | New |
| Virtu Financial LLC | 6,520 | $736.0K | 0.08% | −11,182−63.2% | Reduced |
| First Hawaiian Bank | 6,545 | $738.9K | 0.03% | +6,545 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 6,662 | $752.1K | 0.10% | +383+6.1% | Added |
| Edgestream Partners, L.P. | 6,672 | $753.3K | 0.08% | +6,672 | New |
| Caldwell Trust Co | 6,686 | $754.8K | 0.10% | −138−2.0% | Reduced |
| Regions Financial Corp | 6,718 | $758.0K | 0.01% | −1,228−15.5% | Reduced |
| Gateway Investment Advisers LLC | 6,716 | $758.3K | 0.01% | −618−8.4% | Reduced |
| Cascade Investment Advisors, Inc. | 6,723 | $759.0K | 0.60% | −80−1.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,733 | $760.1K | 0.01% | +6,733 | New |
| Anchor Investment Management, LLC | 6,767 | $763.9K | 0.10% | +904+15.4% | Added |
| River Wealth Advisors LLC | 6,803 | $768.1K | 0.14% | −25−0.4% | Reduced |
| South State Corp. | 6,820 | $770.0K | 0.07% | −20−0.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,842 | $772.5K | 0.01% | +1,265+22.7% | Added |
| Investors Research Corp | 6,867 | $775.3K | 0.20% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $779.0K | 0.70% | – | – |
| Archford Capital Strategies, LLC | 7,121 | $780.3K | 0.16% | +856+13.7% | Added |
| Mission Wealth Management, LP | 6,919 | $781.1K | 0.03% | +447+6.9% | Added |
| Sit Investment Associates Inc | 6,950 | $785.0K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 6,983 | $788.4K | 0.48% | −127−1.8% | Reduced |
| Union Heritage Capital, LLC | 7,000 | $790.0K | 0.48% | −3,000−30.0% | Reduced |
| LVM Capital Management Ltd | 6,994 | $790.0K | 0.11% | +6,994 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,051 | $796.1K | 0.02% | +47+0.7% | Added |
| Nexus Investment Management ULC | 7,100 | $801.6K | 0.09% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 7,124 | $804.3K | 0.53% | +3,714+108.9% | Added |
| Bank Pictet & Cie (Asia) Ltd | 7,177 | $810.3K | 0.27% | 00.0% | Unchanged |
| Moller Financial Services | 7,200 | $812.9K | 0.25% | 00.0% | Unchanged |
| Synovus Financial Corp | 7,393 | $834.6K | 0.01% | +5,234+242.4% | Added |
| West Oak Capital, LLC | 7,547 | $852.1K | 0.43% | +465+6.6% | Added |
| Bassett Hargrove Investment Counsel, LLC | 7,558 | $853.0K | 1.49% | −69−0.9% | Reduced |
| Horizon Investments, LLC | 7,596 | $857.6K | 0.03% | −970−11.3% | Reduced |
| Clark Capital Management Group, Inc. | 7,712 | $870.7K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 7,764 | $876.6K | 0.13% | +3,219+70.8% | Added |
| Carderock Capital Management Inc | 7,850 | $886.3K | 0.31% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 7,981 | $901.0K | 0.07% | −107−1.3% | Reduced |
| LCNB Corp | 8,028 | $906.4K | 0.41% | −161−2.0% | Reduced |
| TrimTabs Asset Management, LLC | 8,165 | $921.8K | 0.49% | +1,381+20.4% | Added |