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 |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 406 | $45.8K | 0.00% | +4+1.0% | Added |
| Washington Trust Co | 390 | $44.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 381 | $43.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 377 | $42.6K | 0.02% | −6−1.6% | Reduced |
| Adirondack Trust Co | 375 | $42.3K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 383 | $42.2K | 0.01% | +383 | New |
| TFC Financial Management | 357 | $40.3K | 0.01% | −350−49.5% | Reduced |
| Clean Yield Group | 351 | $39.6K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 350 | $39.5K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 345 | $38.0K | 0.01% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 331 | $37.4K | 0.01% | +33+11.1% | Added |
| Glassman Wealth Services | 309 | $34.9K | 0.01% | −52−14.4% | Reduced |
| Carmel Capital Partners, LLC | 309 | $34.9K | 0.02% | +309 | New |
| Crewe Advisors LLC | 306 | $34.5K | 0.01% | −43−12.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 297 | $33.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 293 | $33.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 291 | $32.9K | 0.00% | −188−39.2% | Reduced |
| Mascoma Wealth Management LLC | 280 | $31.5K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 278 | $31.4K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 277 | $31.3K | 0.00% | +16+6.1% | Added |
| Ellevest, Inc. | 273 | $30.8K | 0.00% | +61+28.8% | Added |
| Beacon Capital Management, LLC | 251 | $28.4K | 0.01% | +1+0.4% | Added |
| Pacifica Partners Inc. | 250 | $27.2K | 0.02% | +200+400.0% | Added |
| HM Payson & Co | 233 | $26.3K | 0.00% | −301−56.4% | Reduced |
| Private Ocean, LLC | 233 | $26.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 225 | $25.4K | 0.01% | +15+7.1% | Added |
| CNB Bank | 224 | $25.3K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 220 | $24.8K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 214 | $24.2K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 213 | $24.1K | 0.02% | +2+0.9% | Added |
| Sound Income Strategies, LLC | 205 | $23.2K | 0.00% | +68+49.6% | Added |
| GW&K Investment Management, LLC | 202 | $23.0K | 0.00% | +202 | New |
| Laurel Wealth Advisors LLC | 203 | $22.9K | 0.00% | +203 | New |
| EverSource Wealth Advisors, LLC | 203 | $22.9K | 0.00% | −211−51.0% | Reduced |
| Core Alternative Capital | 200 | $22.6K | 0.00% | +145+263.6% | Added |
| Monetary Management Group Inc | 200 | $22.6K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 200 | $22.6K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 191 | $22.0K | 0.00% | +98+105.4% | Added |
| Adirondack Retirement Specialists, Inc. | 197 | $21.8K | 0.02% | +150+319.1% | Added |
| Plante Moran Financial Advisors, LLC | 179 | $20.2K | 0.00% | −63−26.0% | Reduced |
| JNBA Financial Advisors | 178 | $20.1K | 0.00% | +42+30.9% | Added |
| Montag A & Associates Inc | 165 | $18.6K | 0.00% | 00.0% | Unchanged |
| Trust Co | 164 | $18.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 153 | $17.3K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 151 | $17.0K | 0.00% | −27−15.2% | Reduced |
| Barrett & Company, Inc. | 150 | $16.9K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 142 | $16.0K | 0.01% | +142 | New |
| Thompson Siegel & Walmsley LLC | 140 | $16.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 130 | $14.7K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 130 | $14.7K | 0.00% | +10+8.3% | Added |
| Baystate Wealth Management LLC | 123 | $13.9K | 0.00% | +2+1.7% | Added |
| Prestige Wealth Management Group LLC | 120 | $13.5K | 0.00% | +5+4.3% | Added |
| Earnest Partners LLC | 118 | $13.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 112 | $13.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 113 | $12.8K | 0.00% | −100−46.9% | Reduced |
| Lee Financial Co | 100 | $11.3K | 0.00% | −4−3.8% | Reduced |
| Eukles Asset Management | 100 | $11.3K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 98 | $11.1K | 0.01% | +1+1.0% | Added |
| Capital Advisors, Ltd. LLC | 101 | $11.0K | 0.00% | −136−57.4% | Reduced |
| Atticus Wealth Management, LLC | 94 | $10.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 87 | $9.82K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 80 | $9.00K | 0.00% | +42+110.5% | Added |
| Stone House Investment Management, LLC | 74 | $8.36K | 0.00% | +74 | New |
| Bell Investment Advisors, Inc | 72 | $8.13K | 0.00% | −81−52.9% | Reduced |
| Schubert & Co | 71 | $8.02K | 0.01% | +21+42.0% | Added |
| Coston, McIsaac & Partners | 73 | $8.00K | 0.00% | +73 | New |
| Baker Avenue Asset Management, LP | 70 | $7.90K | 0.00% | −3−4.1% | Reduced |
| WealthPLAN Partners, LLC | 69 | $7.79K | 0.00% | +69 | New |
| JFS Wealth Advisors, LLC | 67 | $7.57K | 0.00% | −21−23.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 64 | $7.00K | 0.00% | +64 | New |
| BDO Wealth Advisors, LLC | 53 | $5.98K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 52 | $5.89K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 52 | $5.84K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 50 | $5.66K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 48 | $5.42K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 46 | $5.19K | 0.00% | +46 | New |
| Johnson Midwest Financial, LLC | 45 | $5.14K | 0.01% | +45 | New |
| Motco | 40 | $4.52K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 40 | $4.52K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 38 | $4.29K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $4.18K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 36 | $4.00K | 0.00% | +8+28.6% | Added |
| Hall Laurie J Trustee | 33 | $4.00K | 0.00% | +33 | New |
| Tucker Asset Management LLC | 35 | $3.98K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 34 | $3.83K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 31 | $3.50K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 28 | $3.16K | 0.00% | +28 | New |
| Abound Wealth Management | 27 | $3.05K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 26 | $2.94K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 23 | $2.60K | 0.00% | +7+43.8% | Added |
| FinTrust Capital Advisors, LLC | 21 | $2.29K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 19 | $2.15K | 0.00% | +1+5.6% | Added |
| SJS Investment Consulting Inc. | 18 | $2.03K | 0.00% | −3−14.3% | Reduced |
| West Paces Advisors Inc. | 18 | $2.03K | 0.00% | +9+100.0% | Added |
| Transamerica Financial Advisors, Inc. | 10 | $2.00K | 0.00% | −2−16.7% | Reduced |
| Winch Advisory Services, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 17 | $1.92K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 16 | $1.81K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $1.35K | 0.00% | 00.0% | Unchanged |