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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 8,891 | $1.00M | 0.04% | +1,698+23.6% | Added |
| Bourne Lent Asset Management Inc | 8,867 | $1.00M | 0.38% | −90−1.0% | Reduced |
| Principle Wealth Partners LLC | 8,773 | $990.5K | 0.11% | +8,773 | New |
| Empowered Funds, LLC | 8,750 | $987.9K | 0.06% | +1,067+13.9% | Added |
| Metis Global Partners, LLC | 8,644 | $975.9K | 0.06% | +2,295+36.1% | Added |
| Pine Haven Investment Counsel, Inc | 8,571 | $967.7K | 1.02% | +20+0.2% | Added |
| Beacon Pointe Advisors, LLC | 8,541 | $964.3K | 0.02% | −740−8.0% | Reduced |
| Parallel Advisors, LLC | 8,506 | $960.4K | 0.03% | +4,349+104.6% | Added |
| Northwest & Ethical Investments L.P. | 8,344 | $942.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 8,337 | $941.2K | 0.01% | +119+1.4% | Added |
| Delta Financial Advisors LLC | 8,310 | $938.2K | 0.45% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 8,294 | $936.4K | 0.22% | +2,609+45.9% | Added |
| Whittier Trust Co of Nevada Inc | 8,216 | $927.6K | 0.03% | −58−0.7% | Reduced |
| TrimTabs Asset Management, LLC | 8,165 | $921.8K | 0.49% | +1,381+20.4% | Added |
| LCNB Corp | 8,028 | $906.4K | 0.41% | −161−2.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,981 | $901.0K | 0.07% | −107−1.3% | Reduced |
| Carderock Capital Management Inc | 7,850 | $886.3K | 0.31% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 7,764 | $876.6K | 0.13% | +3,219+70.8% | Added |
| Clark Capital Management Group, Inc. | 7,712 | $870.7K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 7,596 | $857.6K | 0.03% | −970−11.3% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 7,558 | $853.0K | 1.49% | −69−0.9% | Reduced |
| West Oak Capital, LLC | 7,547 | $852.1K | 0.43% | +465+6.6% | Added |
| Synovus Financial Corp | 7,393 | $834.6K | 0.01% | +5,234+242.4% | Added |
| Moller Financial Services | 7,200 | $812.9K | 0.25% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 7,177 | $810.3K | 0.27% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 7,124 | $804.3K | 0.53% | +3,714+108.9% | Added |
| Nexus Investment Management ULC | 7,100 | $801.6K | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,051 | $796.1K | 0.02% | +47+0.7% | Added |
| 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 |
| Ridgewood Investments LLC | 6,983 | $788.4K | 0.48% | −127−1.8% | Reduced |
| Sit Investment Associates Inc | 6,950 | $785.0K | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 6,919 | $781.1K | 0.03% | +447+6.9% | Added |
| Archford Capital Strategies, LLC | 7,121 | $780.3K | 0.16% | +856+13.7% | Added |
| TCM Advisors, LLC | – | $779.0K | 0.70% | – | – |
| Investors Research Corp | 6,867 | $775.3K | 0.20% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,842 | $772.5K | 0.01% | +1,265+22.7% | Added |
| South State Corp. | 6,820 | $770.0K | 0.07% | −20−0.3% | Reduced |
| River Wealth Advisors LLC | 6,803 | $768.1K | 0.14% | −25−0.4% | Reduced |
| Anchor Investment Management, LLC | 6,767 | $763.9K | 0.10% | +904+15.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,733 | $760.1K | 0.01% | +6,733 | New |
| Cascade Investment Advisors, Inc. | 6,723 | $759.0K | 0.60% | −80−1.2% | Reduced |
| Gateway Investment Advisers LLC | 6,716 | $758.3K | 0.01% | −618−8.4% | Reduced |
| Regions Financial Corp | 6,718 | $758.0K | 0.01% | −1,228−15.5% | Reduced |
| Caldwell Trust Co | 6,686 | $754.8K | 0.10% | −138−2.0% | Reduced |
| Edgestream Partners, L.P. | 6,672 | $753.3K | 0.08% | +6,672 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 6,662 | $752.1K | 0.10% | +383+6.1% | Added |
| First Hawaiian Bank | 6,545 | $738.9K | 0.03% | +6,545 | New |
| Virtu Financial LLC | 6,520 | $736.0K | 0.08% | −11,182−63.2% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 6,428 | $725.7K | 0.43% | +6,428 | New |
| Jefferies Financial Group Inc. | 6,400 | $722.6K | 0.02% | +6,400 | New |
| Midwest Professional Planners, LTD. | 6,389 | $721.4K | 0.35% | +268+4.4% | Added |
| Kingsview Wealth Management, LLC | 6,357 | $717.6K | 0.03% | +3,193+100.9% | Added |
| Two Sigma Securities, LLC | 6,325 | $714.1K | 0.06% | +1,555+32.6% | Added |
| Empirical Finance, LLC | 6,308 | $712.2K | 0.07% | +259+4.3% | Added |
| Suncoast Equity Management | 6,205 | $700.5K | 0.12% | +560+9.9% | Added |
| Logan Capital Management Inc | 6,189 | $698.7K | 0.03% | +6,169+30,845.0% | Added |
| Ieq Capital, LLC | 6,178 | $697.5K | 0.02% | +522+9.2% | Added |
| CWS Financial Advisors, LLC | 6,166 | $696.1K | 0.28% | +4,556+283.0% | Added |
| Ironvine Capital Partners, LLC | 6,100 | $688.7K | 0.09% | −5,400−47.0% | Reduced |
| Neville Rodie & Shaw Inc | 6,075 | $686.0K | 0.06% | 00.0% | Unchanged |
| Farmers National Bank | 6,065 | $684.7K | 0.24% | −775−11.3% | Reduced |
| Colony Group LLC | 6,049 | $683.0K | 0.01% | −37−0.6% | Reduced |
| Curbstone Financial Management Corp | 5,970 | $674.0K | 0.16% | −400−6.3% | Reduced |
| Private Capital Advisors, Inc. | 5,930 | $669.0K | 0.13% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 5,854 | $660.9K | 0.05% | +3,475+146.1% | Added |
| Penobscot Investment Management Company, Inc. | 5,845 | $659.9K | 0.11% | −80−1.4% | Reduced |
| PYA Waltman Capital, LLC | 5,841 | $659.5K | 0.33% | +2,136+57.7% | Added |
| Mendel Capital Management LLC | 5,840 | $659.4K | 0.60% | +315+5.7% | Added |
| Tufton Capital Management | 5,836 | $658.9K | 0.14% | −101−1.7% | Reduced |
| Wetherby Asset Management Inc | 5,805 | $655.4K | 0.04% | −69−1.2% | Reduced |
| Vaughan David Investments LLC | 5,802 | $655.0K | 0.02% | −400−6.4% | Reduced |
| Ci Investments Inc. | 5,794 | $654.0K | 0.00% | −188−3.1% | Reduced |
| Argent Advisors, Inc. | 5,756 | $649.9K | 0.31% | +718+14.3% | Added |
| O'Shaughnessy Asset Management, LLC | 5,749 | $649.1K | 0.01% | −759−11.7% | Reduced |
| Cornerstone Investment Partners, LLC | 5,730 | $646.9K | 0.04% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 5,700 | $643.5K | 0.01% | +5,700 | New |
| Cullinan Associates Inc | 5,695 | $643.0K | 0.04% | +100+1.8% | Added |
| Accel Wealth Management | 5,676 | $640.9K | 0.26% | −138−2.4% | Reduced |
| Capstone Investment Advisors, LLC | 5,667 | $639.8K | 0.02% | +3,320+141.5% | Added |
| Guardian Wealth Advisors, LLC | 5,653 | $638.2K | 0.50% | +439+8.4% | Added |
| Stephens Inc | 5,642 | $637.0K | 0.01% | −13,349−70.3% | Reduced |
| Bradley Foster & Sargent Inc | 5,635 | $636.2K | 0.02% | −308−5.2% | Reduced |
| Strategic Advisors LLC | 5,600 | $632.2K | 0.13% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 5,540 | $625.6K | 0.13% | +5,540 | New |
| Benjamin Edwards Inc | 5,526 | $624.0K | 0.15% | +1,860+50.7% | Added |
| Sawtooth Solutions, LLC | 5,497 | $620.7K | 0.02% | +1,438+35.4% | Added |
| Bleakley Financial Group, LLC | 5,484 | $619.2K | 0.02% | −198−3.5% | Reduced |
| Greenleaf Trust | 5,479 | $618.6K | 0.01% | −131−2.3% | Reduced |
| Moody National Bank Trust Division | 5,408 | $610.6K | 0.05% | −152−2.7% | Reduced |
| Impax Asset Management Group plc | 5,314 | $600.0K | 0.00% | −889−14.3% | Reduced |
| BHK Investment Advisors, LLC | 5,311 | $599.6K | 0.26% | +1,621+43.9% | Added |
| Central Trust Co | 5,304 | $598.8K | 0.02% | −3,872−42.2% | Reduced |
| Saratoga Research & Investment Management | 5,291 | $597.4K | 0.03% | +44+0.8% | Added |
| Stratos Wealth Advisors, LLC | 5,259 | $593.8K | 0.05% | −129−2.4% | Reduced |
| Madison Wealth Management | 5,219 | $589.2K | 0.13% | −154−2.9% | Reduced |
| Bard Financial Services, Inc. | 5,200 | $587.1K | 0.05% | −500−8.8% | Reduced |
| Venture Visionary Partners LLC | 5,184 | $585.3K | 0.04% | +103+2.0% | Added |
| Ostrum Asset Management | 5,178 | $584.6K | 0.05% | +5,178 | New |
| Baldwin Investment Management, LLC | 5,153 | $581.8K | 0.10% | +3+0.1% | Added |