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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 5,137 | $580.0K | 0.06% | −26−0.5% | Reduced |
| IFP Advisors, Inc | 4,718 | $579.9K | 0.03% | −7,017−59.8% | Reduced |
| City Holding Co | 5,126 | $578.7K | 0.10% | +1,100+27.3% | Added |
| Panagora Asset Management Inc | 5,118 | $577.8K | 0.00% | −6,062−54.2% | Reduced |
| Mayflower Financial Advisors, LLC | 5,089 | $574.5K | 0.08% | +5,089 | New |
| Bokf, NA | 5,040 | $569.0K | 0.01% | −15,992−76.0% | Reduced |
| Apollon Wealth Management, LLC | 5,026 | $567.4K | 0.03% | −414−7.6% | Reduced |
| Court Place Advisors, LLC | 5,019 | $566.6K | 0.21% | −199−3.8% | Reduced |
| Lion Street Advisors, LLC | 5,013 | $566.0K | 0.18% | +5,013 | New |
| Sawgrass Asset Management LLC | 5,011 | $565.7K | 0.07% | −210−4.0% | Reduced |
| Plimoth Trust Co LLC | 5,006 | $565.2K | 0.18% | −647−11.4% | Reduced |
| Whittier Trust Co | 4,956 | $559.5K | 0.01% | −705−12.5% | Reduced |
| Signaturefd, LLC | 4,927 | $556.2K | 0.02% | +24+0.5% | Added |
| Hilltop Holdings Inc. | 4,877 | $550.5K | 0.07% | +651+15.4% | Added |
| ETF Managers Group, LLC | 4,867 | $549.5K | 0.02% | +72+1.5% | Added |
| Claro Advisors LLC | 4,855 | $548.1K | 0.16% | +421+9.5% | Added |
| AlphaCore Capital LLC | 4,850 | $547.6K | 0.14% | +4,850 | New |
| Desjardins Global Asset Management Inc. | 4,779 | $540.0K | 0.07% | +1,021+27.2% | Added |
| Tilia Fiduciary Partners, Inc. | 4,779 | $539.5K | 0.51% | +3,255+213.6% | Added |
| Verition Fund Management LLC | 4,743 | $535.5K | 0.01% | +2,608+122.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,719 | $532.8K | 0.04% | −28−0.6% | Reduced |
| HighTower Trust Services, LTA | 5,025 | $527.8K | 0.05% | 00.0% | Unchanged |
| Essex Savings Bank | 4,651 | $525.1K | 0.18% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,585 | $518.0K | 0.03% | +187+4.3% | Added |
| Verity Asset Management, Inc. | 4,522 | $510.5K | 0.30% | +1,397+44.7% | Added |
| WBH Advisory Inc | 4,470 | $504.7K | 0.06% | +4,470 | New |
| Great Valley Advisor Group, Inc. | 4,433 | $501.0K | 0.02% | +1,359+44.2% | Added |
| NVWM, LLC | 4,431 | $500.3K | 0.17% | +758+20.6% | Added |
| Gladstone Institutional Advisory LLC | 4,427 | $499.8K | 0.03% | −114−2.5% | Reduced |
| Evergreen Capital Management LLC | 4,419 | $498.9K | 0.02% | +516+13.2% | Added |
| Elevated Capital Advisors, LLC | 4,405 | $497.3K | 0.18% | +90+2.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,396 | $496.0K | 0.00% | −7−0.2% | Reduced |
| US Asset Management LLC | 4,312 | $487.0K | 0.50% | −10−0.2% | Reduced |
| Midwest Financial Group LLC | 4,315 | $487.0K | 0.45% | +4,315 | New |
| National Asset Management, Inc. | 4,308 | $486.4K | 0.01% | +1,670+63.3% | Added |
| Wealth Alliance Advisory Group, LLC | 4,291 | $484.5K | 0.18% | +1,883+78.2% | Added |
| Kestra Private Wealth Services, LLC | 4,269 | $482.0K | 0.02% | −1,505−26.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,193 | $473.4K | 0.03% | +586+16.2% | Added |
| V Wealth Advisors LLC | 4,164 | $470.1K | 0.09% | +439+11.8% | Added |
| Symmetry Partners, LLC | 4,141 | $468.0K | 0.03% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 4,144 | $467.9K | 0.11% | −1,268−23.4% | Reduced |
| Triumph Capital Management | 4,126 | $465.9K | 0.24% | +2,239+118.7% | Added |
| Veriti Management LLC | 4,111 | $464.1K | 0.06% | +458+12.5% | Added |
| Heritage Trust Co | 4,082 | $460.9K | 0.07% | −500−10.9% | Reduced |
| Provident Investment Management, Inc. | 4,060 | $458.4K | 0.05% | +2,025+99.5% | Added |
| Resources Investment Advisors, LLC. | 4,047 | $456.9K | 0.01% | +185+4.8% | Added |
| Sandy Spring Bank | 4,025 | $454.4K | 0.03% | −385−8.7% | Reduced |
| Aquila Investment Management LLC | 4,000 | $451.6K | 0.37% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 3,985 | $449.9K | 0.28% | +11+0.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 3,979 | $449.2K | 0.04% | +3,979 | New |
| Bryn Mawr Trust Co | 3,934 | $444.0K | 0.02% | −15−0.4% | Reduced |
| Thoroughbred Financial Services, LLC | 3,912 | $441.0K | 0.07% | −111−2.8% | Reduced |
| Rossmore Private Capital | 3,880 | $438.1K | 0.07% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 3,879 | $438.0K | 0.05% | −203−5.0% | Reduced |
| Cetera Advisors LLC | 3,862 | $436.0K | 0.01% | +254+7.0% | Added |
| Northern Oak Wealth Management Inc | 3,862 | $436.0K | 0.05% | +3,862 | New |
| Spire Wealth Management | 3,853 | $435.0K | 0.02% | +1,439+59.6% | Added |
| West Financial Advisors, LLC | 3,847 | $434.3K | 0.11% | +3,847 | New |
| Pathstone Family Office, LLC | 3,703 | $432.7K | 0.01% | −3,980−51.8% | Reduced |
| Wedmont Private Capital | 3,909 | $432.1K | 0.06% | −638−14.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,831 | $430.0K | 0.35% | +3,031+378.9% | Added |
| Northcape Wealth Management, LLC | 3,785 | $427.3K | 0.15% | +3,785 | New |
| Fiduciary Trust Co | 3,684 | $415.9K | 0.01% | −70−1.9% | Reduced |
| Arrow Financial Corp | 3,677 | $415.1K | 0.05% | −185−4.8% | Reduced |
| Financial Counselors Inc | 3,677 | $415.0K | 0.01% | +19+0.5% | Added |
| Retirement Planning Co of New England, Inc. | 3,673 | $414.7K | 0.25% | +585+18.9% | Added |
| Gillespie Robinson & Grimm Inc | 3,655 | $412.6K | 0.04% | +3,655 | New |
| Private Trust Co NA | 3,633 | $410.2K | 0.06% | +66+1.9% | Added |
| Tiaa, FSB | 3,603 | $406.8K | 0.00% | +158+4.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,600 | $406.4K | 0.00% | −21,100−85.4% | Reduced |
| Savant Capital, LLC | 3,591 | $405.4K | 0.01% | +553+18.2% | Added |
| Twelve Points Wealth Management LLC | 3,590 | $405.3K | 0.23% | +461+14.7% | Added |
| Wesbanco Bank Inc | 3,552 | $401.0K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,473 | $392.1K | 0.01% | +60+1.8% | Added |
| Blueshift Asset Management, LLC | 3,467 | $391.4K | 0.16% | +3,467 | New |
| LaFleur & Godfrey LLC | 3,460 | $390.6K | 0.06% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 3,621 | $382.6K | 0.17% | −1,147−24.1% | Reduced |
| HB Wealth Management, LLC | 3,369 | $380.3K | 0.01% | −1,147−25.4% | Reduced |
| Federated Hermes, Inc. | 3,348 | $378.0K | 0.00% | −1,499−30.9% | Reduced |
| Valeo Financial Advisors, LLC | 3,329 | $375.8K | 0.02% | +695+26.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,312 | $373.9K | 0.00% | +327+11.0% | Added |
| Patton Albertson Miller Group, LLC | 3,279 | $370.2K | 0.07% | −839−20.4% | Reduced |
| Middleton & Co Inc | 3,270 | $369.2K | 0.05% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 3,265 | $369.0K | 0.10% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 3,268 | $369.0K | 0.22% | +852+35.3% | Added |
| Sequoia Financial Advisors, LLC | 3,266 | $368.8K | 0.01% | −362−10.0% | Reduced |
| Roberts Glore & Co Inc | 3,258 | $367.8K | 0.12% | 00.0% | Unchanged |
| Ossiam | 3,257 | $367.7K | 0.01% | +1,905+140.9% | Added |
| LGT Group Foundation | 3,248 | $366.7K | 0.01% | +3,248 | New |
| Nicolet Bankshares Inc | 3,245 | $366.4K | 0.12% | +5+0.2% | Added |
| Balentine LLC | 3,241 | $365.9K | 0.01% | −1,573−32.7% | Reduced |
| AIA Group Ltd | 3,239 | $365.7K | 0.02% | −513−13.7% | Reduced |
| Evoke Wealth, LLC | 3,226 | $364.2K | 0.01% | +33+1.0% | Added |
| Guinness Asset Management LTD | 3,209 | $362.3K | 0.01% | +271+9.2% | Added |
| Fukoku Mutual Life Insurance Co | 3,200 | $361.3K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,195 | $360.7K | 0.02% | −2,687−45.7% | Reduced |
| Leavell Investment Management, Inc. | 3,192 | $360.0K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 3,187 | $359.8K | 0.01% | +785+32.7% | Added |
| DFPG Investments, LLC | 3,184 | $359.5K | 0.04% | +3,184 | New |
| Graypoint LLC | 3,177 | $358.7K | 0.04% | −421−11.7% | Reduced |