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 |
|---|---|---|---|---|---|
| New Republic Capital, LLC | 3,169 | $357.8K | 0.27% | +128+4.2% | Added |
| Global Retirement Partners, LLC | 3,380 | $357.5K | 0.02% | +556+19.7% | Added |
| Excalibur Management Corp | 3,164 | $357.2K | 0.19% | +37+1.2% | Added |
| Oppenheimer Asset Management Inc. | 3,161 | $356.9K | 0.01% | +434+15.9% | Added |
| Simplex Trading, LLC | 3,160 | $356.0K | 0.02% | +3,160 | New |
| Woodmont Investment Counsel LLC | 3,150 | $355.6K | 0.04% | +125+4.1% | Added |
| Dorsey & Whitney Trust CO LLC | 3,142 | $354.7K | 0.03% | −161−4.9% | Reduced |
| DGS Capital Management, LLC | 3,123 | $352.6K | 0.20% | +292+10.3% | Added |
| Nilsine Partners, LLC | 3,076 | $347.3K | 0.05% | +3,076 | New |
| Wimmer Associates 1, LLC | 3,250 | $345.4K | 0.22% | +265+8.9% | Added |
| RMB Capital Management, LLC | 3,054 | $344.8K | 0.01% | −15,823−83.8% | Reduced |
| Marino, Stram & Associates LLC | 3,045 | $343.8K | 0.10% | +143+4.9% | Added |
| Main Street Financial Solutions, LLC | 3,021 | $341.1K | 0.05% | +36+1.2% | Added |
| Encompass Wealth Advisors, LLC | 3,000 | $338.6K | 0.12% | +1,000+50.0% | Added |
| Woodstock Corp | 2,995 | $338.1K | 0.04% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 2,975 | $335.9K | 0.05% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 2,974 | $335.7K | 0.05% | −24−0.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,973 | $335.7K | 0.01% | −10−0.3% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,958 | $334.0K | 0.13% | −200−6.3% | Reduced |
| Deseret Mutual Benefit Administrators | 2,935 | $331.4K | 0.13% | +97+3.4% | Added |
| Prime Capital Investment Advisors, LLC | 2,899 | $327.3K | 0.01% | −7,568−72.3% | Reduced |
| Everence Capital Management Inc | 2,870 | $324.0K | 0.03% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,862 | $323.1K | 0.03% | −358−11.1% | Reduced |
| Morningstar Investment Management LLC | 2,863 | $323.0K | 0.05% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 2,858 | $322.7K | 0.08% | −4−0.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,856 | $322.4K | 0.04% | +54+1.9% | Added |
| Crawford Investment Counsel Inc | 2,845 | $321.2K | 0.01% | +165+6.2% | Added |
| Tortoise Investment Management, LLC | 2,819 | $318.3K | 0.05% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 2,811 | $317.4K | 0.11% | +136+5.1% | Added |
| Miracle Mile Advisors, LLC | 2,807 | $316.9K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,798 | $315.9K | 0.16% | +316+12.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,750 | $310.5K | 0.10% | +2,750 | New |
| TCI Wealth Advisors, Inc. | 2,747 | $310.1K | 0.04% | −17−0.6% | Reduced |
| TFG Advisers LLC | 2,745 | $310.0K | 0.15% | +10+0.4% | Added |
| Larson Financial Group LLC | 2,728 | $307.9K | 0.03% | +16+0.6% | Added |
| Clear Harbor Asset Management, LLC | 2,725 | $307.7K | 0.03% | +2,725 | New |
| Fund Management at Engine No. 1 LLC | 2,721 | $307.2K | 0.06% | +262+10.7% | Added |
| GPS Wealth Strategies Group, LLC | 2,709 | $305.8K | 0.06% | +2,709 | New |
| GW Henssler & Associates Ltd | 2,699 | $304.7K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,698 | $304.6K | 0.03% | +2,684+19,171.4% | Added |
| FourThought Financial Partners, LLC | 2,688 | $303.5K | 0.04% | −742−21.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,688 | $303.5K | 0.05% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,687 | $303.4K | 0.02% | +315+13.3% | Added |
| Checchi Capital Advisers, LLC | 2,675 | $302.0K | 0.03% | −196−6.8% | Reduced |
| Cigna Investments Inc | 2,671 | $302.0K | 0.06% | −101−3.6% | Reduced |
| Profund Advisors LLC | 2,661 | $300.4K | 0.02% | −81−3.0% | Reduced |
| Regal Investment Advisors LLC | 2,657 | $300.0K | 0.03% | +672+33.9% | Added |
| Quadrant Capital Group LLC | 2,638 | $297.8K | 0.03% | −80−2.9% | Reduced |
| Fluent Financial, LLC | 2,616 | $295.4K | 0.20% | −146−5.3% | Reduced |
| First Horizon Advisors, Inc. | 2,607 | $294.3K | 0.01% | −343−11.6% | Reduced |
| Trust Asset Management LLC | 2,607 | $294.3K | 0.03% | +22+0.9% | Added |
| Lane & Associates LLC | 2,581 | $291.4K | 0.26% | +2,581 | New |
| Joule Financial, LLC | 2,579 | $291.2K | 0.16% | +147+6.0% | Added |
| Insight Folios Inc | 2,545 | $287.3K | 0.13% | +100+4.1% | Added |
| DoubleLine ETF Adviser LP | 2,540 | $286.8K | 0.12% | −617−19.5% | Reduced |
| DMG Group, LLC | 2,542 | $285.6K | 0.29% | +2,542 | New |
| Hoxton Planning & Management, LLC | 2,525 | $285.1K | 0.16% | −239−8.6% | Reduced |
| Clearstead Advisors, LLC | 2,524 | $285.0K | 0.02% | +1,849+273.9% | Added |
| Integrated Wealth Concepts LLC | 2,519 | $284.0K | 0.01% | +355+16.4% | Added |
| Smith Shellnut Wilson LLC | 2,505 | $282.8K | 0.17% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 2,501 | $282.4K | 0.19% | −1,637−39.6% | Reduced |
| TL Private Wealth | 2,500 | $282.3K | 0.16% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,500 | $282.2K | 0.16% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,487 | $280.0K | 0.01% | −2,775−52.7% | Reduced |
| Personal Cfo Solutions, LLC | 2,446 | $276.1K | 0.06% | +313+14.7% | Added |
| Presilium Private Wealth, LLC | 2,412 | $272.3K | 0.11% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,412 | $272.3K | 0.06% | +2,412 | New |
| Lincoln Capital LLC | 2,406 | $271.6K | 0.07% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,362 | $266.7K | 0.01% | +806+51.8% | Added |
| Sowell Financial Services LLC | 2,359 | $266.0K | 0.02% | +2,359 | New |
| Summit Trail Advisors, LLC | 2,353 | $265.7K | 0.01% | +44+1.9% | Added |
| Trust Co of Toledo NA | 2,338 | $264.0K | 0.05% | −50−2.1% | Reduced |
| Liberty Capital Management, Inc. | 2,329 | $262.9K | 0.09% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 2,326 | $262.6K | 0.03% | −100−4.1% | Reduced |
| Koshinski Asset Management, Inc. | 2,325 | $262.5K | 0.03% | +2,325 | New |
| Ameritas Advisory Services, LLC | 2,323 | $262.2K | 0.01% | −2,450−51.3% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 2,300 | $259.7K | 0.25% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 2,294 | $259.0K | 0.09% | −60−2.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,338 | $258.6K | 0.11% | −357−13.2% | Reduced |
| Phoenix Wealth Advisors | 2,285 | $258.0K | 0.16% | +54+2.4% | Added |
| Revisor Wealth Management LLC | 2,281 | $257.5K | 0.24% | +2,281 | New |
| Hennion & Walsh Asset Management, Inc. | 2,277 | $257.0K | 0.02% | −2,707−54.3% | Reduced |
| Quantinno Capital Management LP | 2,245 | $254.0K | 0.02% | +2,245 | New |
| TAGStone Capital, Inc. | 2,242 | $253.0K | 0.19% | +24+1.1% | Added |
| Security Asset Management | 2,240 | $252.9K | 0.15% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 2,195 | $247.8K | 0.13% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 2,163 | $244.0K | 0.00% | −1,534−41.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,145 | $242.0K | 0.02% | 00.0% | Unchanged |
| Bender Robert & Associates | 2,135 | $241.0K | 0.07% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 2,134 | $240.9K | 0.00% | +103+5.1% | Added |
| Glenview Trust Co | 2,132 | $240.7K | 0.01% | 00.0% | Unchanged |
| Truadvice, LLC | 2,139 | $240.3K | 0.10% | +2,139 | New |
| F/M Investments LLC | 2,106 | $237.8K | 0.24% | +2,106 | New |
| Ascent Group, LLC | 2,089 | $235.8K | 0.03% | −252−10.8% | Reduced |
| Financial Management Network Inc | 2,131 | $235.7K | 0.09% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 2,085 | $235.4K | 0.13% | +171+8.9% | Added |
| Conning Inc. | 2,080 | $234.8K | 0.01% | −27−1.3% | Reduced |
| Emerald Advisers, LLC | 2,055 | $232.0K | 0.01% | −12−0.6% | Reduced |
| Wealth Management Associates, Inc. | 2,055 | $232.0K | 0.14% | +2,055 | New |
| Sonora Investment Management Group, LLC | 2,039 | $230.2K | 0.02% | −300−12.8% | Reduced |