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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.

Institutional holdersQ1 2023: 1,013 institutions
Q1 2021: 1,039 institutionsQ2 2021: 1,079 institutionsQ3 2021: 1,121 institutionsQ4 2021: 1,150 institutionsQ1 2022: 1,104 institutionsQ2 2022: 1,046 institutionsQ3 2022: 1,004 institutionsQ4 2022: 1,024 institutionsQ1 2023: 1,013 institutionsQ2 2023: 1,019 institutionsQ3 2023: 1,017 institutionsQ4 2023: 1,058 institutionsQ1 2024: 1,055 institutionsQ2 2024: 1,070 institutionsQ3 2024: 1,055 institutionsQ4 2024: 1,128 institutionsQ1 2025: 1,087 institutionsQ2 2025: 1,077 institutionsQ3 2025: 1,081 institutionsQ4 2025: 1,128 institutionsQ1 2026: 1,094 institutionsQ2 2026: 1,171 institutions
Value heldQ1 2023: $19.8B
Q1 2021: $27.5BQ2 2021: $32.5BQ3 2021: $32.2BQ4 2021: $32.0BQ1 2022: $24.7BQ2 2022: $19.2BQ3 2022: $18.1BQ4 2022: $19.1BQ1 2023: $19.8BQ2 2023: $19.3BQ3 2023: $17.7BQ4 2023: $17.7BQ1 2024: $20.0BQ2 2024: $18.8BQ3 2024: $18.0BQ4 2024: $19.4BQ1 2025: $15.8BQ2 2025: $17.0BQ3 2025: $17.7BQ4 2025: $18.8BQ1 2026: $16.8BQ2 2026: $21.6B
Institutions holding TROW and their total value by quarter
QuarterHoldersValue
Q2 20261,171$21.6B
Q1 20261,094$16.8B
Q4 20251,128$18.8B
Q3 20251,081$17.7B
Q2 20251,077$17.0B
Q1 20251,087$15.8B
Q4 20241,128$19.4B
Q3 20241,055$18.0B
Q2 20241,070$18.8B
Q1 20241,055$20.0B
Q4 20231,058$17.7B
Q3 20231,017$17.7B
Q2 20231,019$19.3B
Q1 20231,013$19.8B
Q4 20221,024$19.1B
Q3 20221,004$18.1B
Q2 20221,046$19.2B
Q1 20221,104$24.7B
Q4 20211,150$32.0B
Q3 20211,121$32.2B
Q2 20211,079$32.5B
Q1 20211,039$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.

Institutions holding TROW in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Whittier Trust Co of Nevada Inc8,216$927.6K0.03%−58−0.7%Reduced
Eagle Rock Investment Company, LLC8,294$936.4K0.22%+2,609+45.9%Added
Delta Financial Advisors LLC8,310$938.2K0.45%00.0%Unchanged
Allworth Financial LP8,337$941.2K0.01%+119+1.4%Added
Northwest & Ethical Investments L.P.8,344$942.0K0.03%00.0%Unchanged
Parallel Advisors, LLC8,506$960.4K0.03%+4,349+104.6%Added
Beacon Pointe Advisors, LLC8,541$964.3K0.02%−740−8.0%Reduced
Pine Haven Investment Counsel, Inc8,571$967.7K1.02%+20+0.2%Added
Metis Global Partners, LLC8,644$975.9K0.06%+2,295+36.1%Added
Empowered Funds, LLC8,750$987.9K0.06%+1,067+13.9%Added
Principle Wealth Partners LLC8,773$990.5K0.11%+8,773New
Bourne Lent Asset Management Inc8,867$1.00M0.38%−90−1.0%Reduced
Vestmark Advisory Solutions, Inc.8,891$1.00M0.04%+1,698+23.6%Added
ABLE Financial Group, LLC8,903$1.01M0.66%+8,903New
Beacon Investment Advisors LLC9,092$1.03M0.75%+163+1.8%Added
Aft, Forsyth & Company, Inc.9,134$1.03M0.80%−108−1.2%Reduced
Private Wealth Partners, LLC9,175$1.04M0.10%+9,175New
Schonfeld Strategic Advisors LLC9,178$1.04M0.01%−27,585−75.0%Reduced
Man Group plc–$1.04M0.00%–New
Stansberry Asset Management, LLC9,362$1.06M0.20%+9,362New
Ameritas Investment Partners, Inc.9,373$1.06M0.04%+151+1.6%Added
Daymark Wealth Partners, LLC9,429$1.06M0.14%+76+0.8%Added
Prudential PLC9,483$1.07M0.01%−1,320−12.2%Reduced
Weaver C. Barksdale & Associates, Inc.9,503$1.07M1.00%−455−4.6%Reduced
STRS Ohio9,517$1.07M0.00%+9,517New
Coastline Trust Co9,565$1.08M0.16%−160−1.6%Reduced
D. E. Shaw & Co., Inc.9,583$1.08M0.00%−3,263−25.4%Reduced
Paradigm Asset Management Co LLC9,600$1.08M0.30%00.0%Unchanged
E. Ohman J:or Asset Management AB9,673$1.09M0.04%00.0%Unchanged
Change Path, LLC9,769$1.10M0.05%+5,334+120.3%Added
Physicians Financial Services, Inc.9,781$1.10M0.47%00.0%Unchanged
Lindsell Train LtdSuperinvestorLindsell Train9,800$1.11M0.02%+200+2.1%Added
SG Americas Securities, LLC9,851$1.11M0.01%+2,972+43.2%Added
Lincoln National Corp9,853$1.11M0.02%+233+2.4%Added
Nomura Holdings Inc9,984$1.13M0.01%+6,414+179.7%Added
Highlander Capital Management, LLC10,000$1.13M0.55%00.0%Unchanged
Metropolitan Life Insurance Co10,031$1.13M0.06%−2,893−22.4%Reduced
Hall Capital Management Co Inc10,048$1.13M0.67%−95−0.9%Reduced
Morse Asset Management, Inc10,104$1.14M0.39%+7,021+227.7%Added
Zurich Insurance Group Ltd10,200$1.15M0.01%00.0%Unchanged
Qsemble Capital Management, LP10,200$1.15M0.78%+8,200+410.0%Added
Cetera Investment Advisers10,259$1.16M0.01%+2,125+26.1%Added
Mercer Global Advisors Inc10,297$1.16M0.01%+96+0.9%Added
Studio Investment Management LLC10,335$1.17M0.35%−405−3.8%Reduced
Prospera Financial Services Inc10,353$1.17M0.05%+1,390+15.5%Added
New Mexico Educational Retirement Board10,387$1.17M0.06%−300−2.8%Reduced
Strategic Investment Advisors10,549$1.19M0.22%+478+4.7%Added
B. Metzler seel. Sohn & Co. AG10,596$1.20M0.02%00.0%Unchanged
United Asset Strategies, Inc.10,721$1.21M0.16%+346+3.3%Added
Rodgers Brothers Inc.10,838$1.22M0.23%+4,850+81.0%Added
SFG Wealth Management, LLC.10,914$1.23M1.37%+1,000+10.1%Added
Veritable, L.P.10,952$1.24M0.02%+81+0.7%Added
Sippican Capital Advisors11,182$1.26M1.21%+5,823+108.7%Added
Camarda Financial Advisors, LLC11,224$1.27M0.95%+3,580+46.8%Added
Eagle Ridge Investment Management11,299$1.28M0.14%00.0%Unchanged
Consolidated Capital Management, LLC11,370$1.28M0.69%+348+3.2%Added
AE Wealth Management LLC11,447$1.29M0.01%−426−3.6%Reduced
Private Advisor Group, LLC11,468$1.29M0.01%−156−1.3%Reduced
Raymond James Trust N.A.11,611$1.31M0.04%−296−2.5%Reduced
Umb Bank N A11,629$1.31M0.02%−1,582−12.0%Reduced
Swedbank AB11,795$1.33M0.00%+110+0.9%Added
Moody Aldrich Partners LLC11,901$1.34M0.27%+11,901New
Ontario Teachers Pension Plan Board11,981$1.35M0.01%−1,832−13.3%Reduced
Norinchukin Bank, The11,996$1.35M0.03%+359+3.1%Added
Level Four Advisory Services, LLC12,091$1.37M0.09%+2,563+26.9%Added
Hills Bank & Trust Co12,172$1.37M0.19%−96−0.8%Reduced
Caxton Associates LP12,431$1.40M0.22%+10,034+418.6%Added
Aviance Capital Partners, LLC12,463$1.41M0.31%+30.0%Added
Vestcor Inc12,502$1.41M0.05%−33−0.3%Reduced
RNC Capital Management LLC12,550$1.42M0.08%−1,357−9.8%Reduced
Industrial Alliance Investment Management Inc.12,547$1.42M0.04%+11,697+1,376.1%Added
JT Stratford LLC12,645$1.43M0.41%+12,645New
CFS Investment Advisory Services, LLC12,706$1.44M0.26%−92−0.7%Reduced
Hedeker Wealth, LLC12,854$1.45M0.52%−1,409−9.9%Reduced
Colony Family Offices, LLC12,857$1.45M0.56%+12,857New
KCM Investment Advisors LLC12,873$1.45M0.06%+12,873New
1832 Asset Management L.P.12,881$1.45M0.00%+299+2.4%Added
Old Point Trust & Financial Services N A13,032$1.47M0.64%+2,400+22.6%Added
Malaga Cove Capital, LLC13,039$1.47M0.73%+1,129+9.5%Added
McKinley Carter Wealth Services, Inc.13,048$1.47M0.12%+979+8.1%Added
Avantax Advisory Services, Inc.13,052$1.47M0.02%+278+2.2%Added
Douglass Winthrop Advisors, LLC13,250$1.50M0.04%−1,750−11.7%Reduced
GWM Advisors LLC13,775$1.50M0.02%+1,422+11.5%Added
Bank of Nova Scotia13,355$1.51M0.00%−3,800−22.2%Reduced
Hartline Investment Corp13,435$1.52M0.30%−1,500−10.0%Reduced
Advisor Partners II, LLC13,485$1.52M0.08%+1,453+12.1%Added
Crossmark Global Holdings, Inc.13,676$1.54M0.04%−6,646−32.7%Reduced
Allspring Global Investments Holdings, LLC13,716$1.55M0.00%−1,098−7.4%Reduced
Aurora Investment Counsel13,828$1.56M1.02%+358+2.7%Added
JGP Wealth Management, LLC13,857$1.56M0.27%+486+3.6%Added
Independent Advisor Alliance13,894$1.57M0.08%+942+7.3%Added
Alliance Wealth Advisors, LLC14,030$1.58M0.64%+460+3.4%Added
MAI Capital Management14,146$1.60M0.03%−705−4.7%Reduced
Johnson Investment Counsel Inc14,320$1.62M0.02%−211−1.5%Reduced
Poehling Capital Management, LLC14,517$1.64M0.55%+321+2.3%Added
Wealthspire Advisors, LLC14,531$1.64M0.03%+1,230+9.2%Added
Louisiana State Employees Retirement System14,600$1.65M0.04%+200+1.4%Added
Segall Bryant & Hamill, LLC14,833$1.67M0.02%−515−3.4%Reduced
Orion Portfolio Solutions, LLC14,835$1.67M0.02%+6,917+87.4%Added
Brinker Capital Investments, LLC14,835$1.67M0.02%+7,968+116.0%Added