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 |
|---|---|---|---|---|---|
| Occidental Asset Management, LLC | 16,339 | $1.84M | 0.46% | +1,034+6.8% | Added |
| BKD Wealth Advisors, LLC | 16,269 | $1.84M | 0.06% | +126+0.8% | Added |
| Hamel Associates, Inc. | 16,110 | $1.82M | 0.63% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 16,026 | $1.81M | 0.40% | 00.0% | Unchanged |
| National Bank of Canada | 15,999 | $1.81M | 0.00% | +8,768+121.3% | Added |
| Unison Advisors LLC | 15,740 | $1.78M | 0.20% | +207+1.3% | Added |
| Trust Co of Vermont | 15,668 | $1.77M | 0.12% | −558−3.4% | Reduced |
| San Luis Wealth Advisors LLC | 15,604 | $1.76M | 0.68% | −3,941−20.2% | Reduced |
| Groesbeck Investment Management Corp | 15,318 | $1.73M | 2.59% | +138+0.9% | Added |
| Lantz Financial LLC | 15,237 | $1.72M | 0.72% | −140−0.9% | Reduced |
| Wills Financial Group, Inc. | 15,232 | $1.72M | 0.93% | +15,232 | New |
| Matrix Trust Co | 15,092 | $1.70M | 0.46% | +7,947+111.2% | Added |
| Kesler, Norman & Wride, LLC | 15,057 | $1.70M | 0.43% | +771+5.4% | Added |
| Orion Portfolio Solutions, LLC | 14,835 | $1.67M | 0.02% | +6,917+87.4% | Added |
| Brinker Capital Investments, LLC | 14,835 | $1.67M | 0.02% | +7,968+116.0% | Added |
| Segall Bryant & Hamill, LLC | 14,833 | $1.67M | 0.02% | −515−3.4% | Reduced |
| Louisiana State Employees Retirement System | 14,600 | $1.65M | 0.04% | +200+1.4% | Added |
| Wealthspire Advisors, LLC | 14,531 | $1.64M | 0.03% | +1,230+9.2% | Added |
| Poehling Capital Management, LLC | 14,517 | $1.64M | 0.55% | +321+2.3% | Added |
| Johnson Investment Counsel Inc | 14,320 | $1.62M | 0.02% | −211−1.5% | Reduced |
| MAI Capital Management | 14,146 | $1.60M | 0.03% | −705−4.7% | Reduced |
| Alliance Wealth Advisors, LLC | 14,030 | $1.58M | 0.64% | +460+3.4% | Added |
| Independent Advisor Alliance | 13,894 | $1.57M | 0.08% | +942+7.3% | Added |
| JGP Wealth Management, LLC | 13,857 | $1.56M | 0.27% | +486+3.6% | Added |
| Aurora Investment Counsel | 13,828 | $1.56M | 1.02% | +358+2.7% | Added |
| Allspring Global Investments Holdings, LLC | 13,716 | $1.55M | 0.00% | −1,098−7.4% | Reduced |
| Crossmark Global Holdings, Inc. | 13,676 | $1.54M | 0.04% | −6,646−32.7% | Reduced |
| Advisor Partners II, LLC | 13,485 | $1.52M | 0.08% | +1,453+12.1% | Added |
| Hartline Investment Corp | 13,435 | $1.52M | 0.30% | −1,500−10.0% | Reduced |
| Bank of Nova Scotia | 13,355 | $1.51M | 0.00% | −3,800−22.2% | Reduced |
| GWM Advisors LLC | 13,775 | $1.50M | 0.02% | +1,422+11.5% | Added |
| Douglass Winthrop Advisors, LLC | 13,250 | $1.50M | 0.04% | −1,750−11.7% | Reduced |
| Avantax Advisory Services, Inc. | 13,052 | $1.47M | 0.02% | +278+2.2% | Added |
| McKinley Carter Wealth Services, Inc. | 13,048 | $1.47M | 0.12% | +979+8.1% | Added |
| Malaga Cove Capital, LLC | 13,039 | $1.47M | 0.73% | +1,129+9.5% | Added |
| Old Point Trust & Financial Services N A | 13,032 | $1.47M | 0.64% | +2,400+22.6% | Added |
| 1832 Asset Management L.P. | 12,881 | $1.45M | 0.00% | +299+2.4% | Added |
| KCM Investment Advisors LLC | 12,873 | $1.45M | 0.06% | +12,873 | New |
| Colony Family Offices, LLC | 12,857 | $1.45M | 0.56% | +12,857 | New |
| Hedeker Wealth, LLC | 12,854 | $1.45M | 0.52% | −1,409−9.9% | Reduced |
| CFS Investment Advisory Services, LLC | 12,706 | $1.44M | 0.26% | −92−0.7% | Reduced |
| JT Stratford LLC | 12,645 | $1.43M | 0.41% | +12,645 | New |
| RNC Capital Management LLC | 12,550 | $1.42M | 0.08% | −1,357−9.8% | Reduced |
| Industrial Alliance Investment Management Inc. | 12,547 | $1.42M | 0.04% | +11,697+1,376.1% | Added |
| Vestcor Inc | 12,502 | $1.41M | 0.05% | −33−0.3% | Reduced |
| Aviance Capital Partners, LLC | 12,463 | $1.41M | 0.31% | +30.0% | Added |
| Caxton Associates LP | 12,431 | $1.40M | 0.22% | +10,034+418.6% | Added |
| Hills Bank & Trust Co | 12,172 | $1.37M | 0.19% | −96−0.8% | Reduced |
| Level Four Advisory Services, LLC | 12,091 | $1.37M | 0.09% | +2,563+26.9% | Added |
| Norinchukin Bank, The | 11,996 | $1.35M | 0.03% | +359+3.1% | Added |
| Ontario Teachers Pension Plan Board | 11,981 | $1.35M | 0.01% | −1,832−13.3% | Reduced |
| Moody Aldrich Partners LLC | 11,901 | $1.34M | 0.27% | +11,901 | New |
| Swedbank AB | 11,795 | $1.33M | 0.00% | +110+0.9% | Added |
| Umb Bank N A | 11,629 | $1.31M | 0.02% | −1,582−12.0% | Reduced |
| Raymond James Trust N.A. | 11,611 | $1.31M | 0.04% | −296−2.5% | Reduced |
| Private Advisor Group, LLC | 11,468 | $1.29M | 0.01% | −156−1.3% | Reduced |
| AE Wealth Management LLC | 11,447 | $1.29M | 0.01% | −426−3.6% | Reduced |
| Consolidated Capital Management, LLC | 11,370 | $1.28M | 0.69% | +348+3.2% | Added |
| Eagle Ridge Investment Management | 11,299 | $1.28M | 0.14% | 00.0% | Unchanged |
| Camarda Financial Advisors, LLC | 11,224 | $1.27M | 0.95% | +3,580+46.8% | Added |
| Sippican Capital Advisors | 11,182 | $1.26M | 1.21% | +5,823+108.7% | Added |
| Veritable, L.P. | 10,952 | $1.24M | 0.02% | +81+0.7% | Added |
| SFG Wealth Management, LLC. | 10,914 | $1.23M | 1.37% | +1,000+10.1% | Added |
| Rodgers Brothers Inc. | 10,838 | $1.22M | 0.23% | +4,850+81.0% | Added |
| United Asset Strategies, Inc. | 10,721 | $1.21M | 0.16% | +346+3.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 10,596 | $1.20M | 0.02% | 00.0% | Unchanged |
| Strategic Investment Advisors | 10,549 | $1.19M | 0.22% | +478+4.7% | Added |
| New Mexico Educational Retirement Board | 10,387 | $1.17M | 0.06% | −300−2.8% | Reduced |
| Prospera Financial Services Inc | 10,353 | $1.17M | 0.05% | +1,390+15.5% | Added |
| Studio Investment Management LLC | 10,335 | $1.17M | 0.35% | −405−3.8% | Reduced |
| Mercer Global Advisors Inc | 10,297 | $1.16M | 0.01% | +96+0.9% | Added |
| Cetera Investment Advisers | 10,259 | $1.16M | 0.01% | +2,125+26.1% | Added |
| Zurich Insurance Group Ltd | 10,200 | $1.15M | 0.01% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 10,200 | $1.15M | 0.78% | +8,200+410.0% | Added |
| Morse Asset Management, Inc | 10,104 | $1.14M | 0.39% | +7,021+227.7% | Added |
| Hall Capital Management Co Inc | 10,048 | $1.13M | 0.67% | −95−0.9% | Reduced |
| Metropolitan Life Insurance Co | 10,031 | $1.13M | 0.06% | −2,893−22.4% | Reduced |
| Highlander Capital Management, LLC | 10,000 | $1.13M | 0.55% | 00.0% | Unchanged |
| Nomura Holdings Inc | 9,984 | $1.13M | 0.01% | +6,414+179.7% | Added |
| Lincoln National Corp | 9,853 | $1.11M | 0.02% | +233+2.4% | Added |
| SG Americas Securities, LLC | 9,851 | $1.11M | 0.01% | +2,972+43.2% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 9,800 | $1.11M | 0.02% | +200+2.1% | Added |
| Physicians Financial Services, Inc. | 9,781 | $1.10M | 0.47% | 00.0% | Unchanged |
| Change Path, LLC | 9,769 | $1.10M | 0.05% | +5,334+120.3% | Added |
| E. Ohman J:or Asset Management AB | 9,673 | $1.09M | 0.04% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 9,600 | $1.08M | 0.30% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 9,583 | $1.08M | 0.00% | −3,263−25.4% | Reduced |
| Coastline Trust Co | 9,565 | $1.08M | 0.16% | −160−1.6% | Reduced |
| STRS Ohio | 9,517 | $1.07M | 0.00% | +9,517 | New |
| Weaver C. Barksdale & Associates, Inc. | 9,503 | $1.07M | 1.00% | −455−4.6% | Reduced |
| Prudential PLC | 9,483 | $1.07M | 0.01% | −1,320−12.2% | Reduced |
| Daymark Wealth Partners, LLC | 9,429 | $1.06M | 0.14% | +76+0.8% | Added |
| Ameritas Investment Partners, Inc. | 9,373 | $1.06M | 0.04% | +151+1.6% | Added |
| Stansberry Asset Management, LLC | 9,362 | $1.06M | 0.20% | +9,362 | New |
| Man Group plc | – | $1.04M | 0.00% | – | New |
| Schonfeld Strategic Advisors LLC | 9,178 | $1.04M | 0.01% | −27,585−75.0% | Reduced |
| Private Wealth Partners, LLC | 9,175 | $1.04M | 0.10% | +9,175 | New |
| Aft, Forsyth & Company, Inc. | 9,134 | $1.03M | 0.80% | −108−1.2% | Reduced |
| Beacon Investment Advisors LLC | 9,092 | $1.03M | 0.75% | +163+1.8% | Added |
| ABLE Financial Group, LLC | 8,903 | $1.01M | 0.66% | +8,903 | New |