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 |
|---|---|---|---|---|---|
| Prosperity Consulting Group, LLC | 2,035 | $229.8K | 0.15% | +15+0.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,027 | $228.8K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,007 | $226.7K | 0.01% | +689+52.3% | Added |
| Cornerstone Wealth Management, LLC | 2,006 | $226.5K | 0.02% | +2,006 | New |
| Canton Hathaway, LLC | 2,000 | $226.0K | 0.08% | +2,000 | New |
| Benchmark Investment Advisors LLC | 2,000 | $225.8K | 0.23% | −78−3.8% | Reduced |
| Boltwood Capital Management | 1,981 | $223.7K | 0.08% | +50+2.6% | Added |
| L2 Asset Management, LLC | 1,980 | $223.5K | 0.13% | +1,980 | New |
| Prostatis Group LLC | 2,105 | $222.8K | 0.12% | −6−0.3% | Reduced |
| Strategy Asset Managers LLC | 1,954 | $220.6K | 0.05% | −45−2.3% | Reduced |
| First Commonwealth Financial Corp | 1,954 | $220.6K | 0.08% | 00.0% | Unchanged |
| PGGM Investments | 1,937 | $219.0K | 0.00% | +1,937 | New |
| Joel Isaacson & Co., LLC | 1,936 | $218.6K | 0.02% | +76+4.1% | Added |
| ICW Investment Advisors LLC | 1,927 | $217.7K | 0.12% | +1,927 | New |
| FineMark National Bank & Trust | 1,925 | $217.3K | 0.01% | −3−0.2% | Reduced |
| Lighthouse Investment Partners, LLC | 1,908 | $215.4K | 0.02% | +1,908 | New |
| Copperwynd Financial, LLC | 1,907 | $215.3K | 0.11% | +1,907 | New |
| Somerville Kurt F | 1,900 | $214.5K | 0.04% | −100−5.0% | Reduced |
| Blossom Wealth Management | 1,891 | $213.5K | 0.87% | +1,891 | New |
| Transcend Wealth Collective, LLC | 1,878 | $212.0K | 0.02% | +1,878 | New |
| Jacobi Capital Management LLC | 1,872 | $211.4K | 0.03% | +34+1.8% | Added |
| MCF Advisors LLC | 1,871 | $211.2K | 0.02% | +24+1.3% | Added |
| Essex Financial Services, Inc. | 1,870 | $211.1K | 0.02% | −10−0.5% | Reduced |
| Nations Financial Group Inc, | 1,868 | $210.9K | 0.02% | +1,868 | New |
| Weil Company, Inc. | 1,854 | $209.3K | 0.09% | +1,854 | New |
| Sutton Wealth Advisors Inc. | 1,851 | $209.0K | 0.11% | +1,731+1,442.5% | Added |
| Whitener Capital Management, Inc. | 1,814 | $204.8K | 0.09% | +1,814 | New |
| Parsec Financial Management, Inc. | 1,808 | $204.1K | 0.01% | −4,065−69.2% | Reduced |
| We Are One Seven, LLC | 1,799 | $203.1K | 0.01% | +1,799 | New |
| Horan Securities, Inc. | 1,797 | $202.9K | 0.10% | +42+2.4% | Added |
| First Affirmative Financial Network | 1,794 | $202.6K | 0.23% | +1,794 | New |
| Dakota Wealth Management | 1,792 | $202.3K | 0.01% | +1,792 | New |
| SC&H Financial Advisors, Inc. | 1,779 | $200.8K | 0.07% | +1,779 | New |
| Dai-Ichi Life Insurance Company, Ltd | 1,776 | $200.5K | 0.00% | +1,776 | New |
| Stock Yards Bank & Trust Co | 1,774 | $200.0K | 0.01% | +1,774 | New |
| Harbour Investments, Inc. | 1,758 | $198.5K | 0.01% | +1,439+451.1% | Added |
| Duncker Streett & Co Inc | 1,704 | $192.3K | 0.05% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,700 | $191.9K | 0.20% | 00.0% | Unchanged |
| Point72 Middle East FZE | 1,661 | $187.5K | 0.01% | −3,872−70.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,604 | $175.0K | 0.00% | −164−9.3% | Reduced |
| Perritt Capital Management Inc | 1,483 | $167.4K | 0.09% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,483 | $167.0K | 0.07% | −35−2.3% | Reduced |
| Key Financial Inc | 1,474 | $166.4K | 0.06% | +100+7.3% | Added |
| Newbridge Financial Services Group, Inc. | 1,456 | $164.3K | 0.09% | +707+94.4% | Added |
| Evermay Wealth Management LLC | 1,325 | $149.6K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,320 | $149.0K | 0.01% | 00.0% | Unchanged |
| Caas Capital Management LP | 1,300 | $146.8K | 0.05% | +1,300 | New |
| S.A. Mason LLC | 1,275 | $143.9K | 0.10% | 00.0% | Unchanged |
| Proequities, Inc. | 1,221 | $137.9K | 0.01% | +15+1.2% | Added |
| Bank of New Hampshire | 1,180 | $133.2K | 0.04% | −275−18.9% | Reduced |
| Central Bank & Trust Co | 1,168 | $131.9K | 0.02% | +182+18.5% | Added |
| Lindbrook Capital, LLC | 1,163 | $131.3K | 0.02% | −34−2.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,160 | $131.0K | 0.00% | −27,935−96.0% | Reduced |
| Grove Bank & Trust | 1,134 | $128.0K | 0.03% | +74+7.0% | Added |
| ING Groep NV | 1,115 | $125.9K | 0.00% | −36,880−97.1% | Reduced |
| Geneos Wealth Management Inc. | 1,108 | $125.1K | 0.01% | −42,541−97.5% | Reduced |
| Massmutual Trust Co FSB | 1,068 | $120.6K | 0.00% | +201+23.2% | Added |
| North Star Investment Management Corp. | 1,063 | $120.0K | 0.01% | +400+60.3% | Added |
| Grey Fox Wealth Advisors, LLC | 1,005 | $113.5K | 0.07% | +10+1.0% | Added |
| JJJ Advisors Inc. | 1,000 | $113.3K | 0.03% | +387+63.1% | Added |
| Colonial Trust Co | 1,000 | $112.9K | 0.03% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,000 | $112.9K | 0.02% | +1,000 | New |
| Hexagon Capital Partners LLC | 987 | $111.4K | 0.03% | +659+200.9% | Added |
| Cary Street Partner Investment Advisory LLC | 950 | $107.3K | 0.01% | −310−24.6% | Reduced |
| Covestor Ltd | 946 | $107.0K | 0.09% | −242−20.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 924 | $104.3K | 0.01% | +404+77.7% | Added |
| Concord Wealth Partners | 907 | $102.3K | 0.03% | −346−27.6% | Reduced |
| Annapolis Financial Services, LLC | 902 | $101.8K | 0.03% | +344+61.6% | Added |
| Fairfield Financial Advisors, LTD | 893 | $98.6K | 0.04% | −543−37.8% | Reduced |
| Farther Finance Advisors, LLC | 867 | $97.9K | 0.03% | −6−0.7% | Reduced |
| TD Private Client Wealth LLC | 862 | $97.3K | 0.00% | −8−0.9% | Reduced |
| Tradition Wealth Management, LLC | 831 | $94.0K | 0.01% | +831 | New |
| Milestone Investment Advisors LLC | 825 | $93.1K | 0.03% | +825 | New |
| Evolution Advisers, Inc. | 813 | $91.0K | 0.07% | +8+1.0% | Added |
| Vigilant Capital Management, LLC | 800 | $90.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 782 | $88.3K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 745 | $84.1K | 0.06% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 741 | $83.7K | 0.02% | +324+77.7% | Added |
| Kozak & Associates, Inc. | 689 | $77.8K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 667 | $75.3K | 0.01% | −2,045−75.4% | Reduced |
| Roble, Belko & Company, Inc | 660 | $75.0K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 582 | $74.1K | 0.00% | −10,343−94.7% | Reduced |
| West Branch Capital LLC | 610 | $68.9K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 602 | $68.0K | 0.01% | +409+211.9% | Added |
| Brown Brothers Harriman & Co | 596 | $67.3K | 0.00% | +106+21.6% | Added |
| MV Capital Management, Inc. | 585 | $66.0K | 0.01% | +26+4.7% | Added |
| Ahrens Investment Partners LLC | 553 | $62.4K | 0.03% | +553 | New |
| Parkside Financial Bank & Trust | 535 | $60.4K | 0.02% | −85−13.7% | Reduced |
| Atlantic Trust, LLC | 508 | $57.4K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $56.5K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 500 | $56.5K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7,198 | $55.4K | 0.01% | +20+0.3% | Added |
| Sawyer & Company, Inc | 500 | $55.0K | 0.03% | 00.0% | Unchanged |
| New Hampshire Trust | 485 | $54.8K | 0.01% | −61−11.2% | Reduced |
| Smithfield Trust Co | 465 | $54.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 460 | $51.9K | 0.01% | +195+73.6% | Added |
| Quent Capital, LLC | 448 | $50.5K | 0.01% | +12+2.8% | Added |
| Clear Street Markets LLC | 442 | $50.0K | 0.01% | +216+95.6% | Added |
| Cutler Group LP | 426 | $48.0K | 0.01% | −3,472−89.1% | Reduced |
| PSI Advisors, LLC | 421 | $47.5K | 0.02% | −76−15.3% | Reduced |