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, Q2 2023
Institutional positions in Price T Rowe Group Inc as of Jun 30, 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
- 1,019
- +14 vs. Q1 2023
- Shares held
- 172.4M
- −2.66M (−1.5%) vs. Q1 2023
- Total value
- $19.3B
- −$480.8M (−2.4%) vs. Q1 2023
- New holders
- 79
- 378 more added
- Sold out
- 65
- 419 more reduced
8 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Affirmative Financial Network | 1,849 | $207.1K | 0.21% | +55+3.1% | Added |
| Lakeview Capital Partners, LLC | 1,850 | $207.2K | 0.04% | +1,850 | New |
| Hudson Valley Investment Advisors Inc | 1,850 | $207.2K | 0.03% | −1,125−37.8% | Reduced |
| Prosperity Consulting Group, LLC | 1,854 | $207.6K | 0.13% | −181−8.9% | Reduced |
| Sutton Wealth Advisors Inc. | 1,856 | $207.9K | 0.10% | +5+0.3% | Added |
| Weil Company, Inc. | 1,875 | $210.0K | 0.09% | +21+1.1% | Added |
| Ascent Group, LLC | 1,833 | $210.4K | 0.02% | −256−12.3% | Reduced |
| Conning Inc. | 1,880 | $210.6K | 0.01% | −200−9.6% | Reduced |
| DuPont Capital Management Corp | 1,881 | $210.7K | 0.01% | −481−20.4% | Reduced |
| Essex Financial Services, Inc. | 1,887 | $211.4K | 0.02% | +17+0.9% | Added |
| Somerville Kurt F | 1,900 | $212.8K | 0.04% | 00.0% | Unchanged |
| Fiduciary Trust Co | 1,906 | $213.5K | 0.00% | −1,778−48.3% | Reduced |
| Valeo Financial Advisors, LLC | 1,906 | $213.5K | 0.01% | −1,423−42.7% | Reduced |
| Modera Wealth Management, LLC | 1,922 | $215.3K | 0.00% | +1,922 | New |
| Joel Isaacson & Co., LLC | 1,936 | $216.9K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,944 | $217.8K | 0.01% | +19+1.0% | Added |
| First Commonwealth Financial Corp | 1,953 | $218.8K | 0.07% | −1−0.1% | Reduced |
| Truadvice, LLC | 1,945 | $221.2K | 0.08% | −194−9.1% | Reduced |
| Boltwood Capital Management | 1,981 | $221.9K | 0.08% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 2,000 | $224.0K | 0.07% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,003 | $224.4K | 0.02% | −322−13.8% | Reduced |
| Emerald Advisers, LLC | 2,027 | $227.1K | 0.01% | −28−1.4% | Reduced |
| L2 Asset Management, LLC | 2,032 | $227.6K | 0.11% | +52+2.6% | Added |
| Nations Financial Group Inc, | 2,046 | $229.2K | 0.02% | +178+9.5% | Added |
| Strategy Asset Managers LLC | 2,074 | $232.4K | 0.05% | +120+6.1% | Added |
| Ameritas Advisory Services, LLC | 2,113 | $232.9K | 0.03% | −210−9.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,082 | $233.0K | 0.02% | −63−2.9% | Reduced |
| Balentine LLC | 2,081 | $233.1K | 0.01% | −1,160−35.8% | Reduced |
| Coldstream Capital Management Inc | 2,084 | $233.4K | 0.01% | −1,389−40.0% | Reduced |
| ICW Investment Advisors LLC | 2,086 | $233.7K | 0.13% | +159+8.3% | Added |
| Lumature Wealth Partners, LLC | 2,089 | $234.0K | 0.14% | +4+0.2% | Added |
| Prostatis Group LLC | 2,105 | $235.8K | 0.11% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,115 | $237.0K | 0.01% | +357+20.3% | Added |
| DRW Securities, LLC | 2,112 | $237.0K | 0.02% | +2,112 | New |
| CAPROCK Group, Inc. | 2,118 | $237.3K | 0.02% | −569−21.2% | Reduced |
| FourThought Financial Partners, LLC | 2,118 | $237.3K | 0.03% | −570−21.2% | Reduced |
| Jacobi Capital Management LLC | 2,119 | $237.4K | 0.03% | +247+13.2% | Added |
| Peapack Gladstone Financial Corp | 2,143 | $240.0K | 0.00% | −20−0.9% | Reduced |
| Triangle Securities Wealth Management | 2,144 | $240.2K | 0.08% | −150−6.5% | Reduced |
| Phoenix Wealth Advisors | 2,168 | $242.9K | 0.14% | −117−5.1% | Reduced |
| Quadrant Capital Group LLC | 2,180 | $244.2K | 0.02% | −458−17.4% | Reduced |
| Federated Hermes, Inc. | 2,191 | $245.4K | 0.00% | −1,157−34.6% | Reduced |
| Glenview Trust Co | 2,198 | $246.2K | 0.01% | +66+3.1% | Added |
| Blossom Wealth Management | 2,234 | $250.3K | 0.92% | +343+18.1% | Added |
| Fukoku Mutual Life Insurance Co | 2,258 | $252.9K | 0.02% | −942−29.4% | Reduced |
| Thoroughbred Financial Services, LLC | 2,262 | $253.0K | 0.03% | −1,650−42.2% | Reduced |
| TAGStone Capital, Inc. | 2,267 | $254.0K | 0.18% | +25+1.1% | Added |
| Barnes Pettey Financial Advisors, LLC | 2,300 | $257.6K | 0.22% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,312 | $259.0K | 0.02% | +2,312 | New |
| Astoria Portfolio Advisors LLC. | 2,195 | $260.5K | 0.10% | −143−6.1% | Reduced |
| Invictus Private Wealth, LLC | 2,326 | $260.6K | 0.03% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 2,329 | $260.9K | 0.08% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 2,338 | $261.9K | 0.04% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 2,394 | $268.2K | 0.05% | −885−27.0% | Reduced |
| Miracle Mile Advisors, LLC | 2,396 | $268.4K | 0.01% | −411−14.6% | Reduced |
| Lincoln Capital LLC | 2,406 | $269.5K | 0.07% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2,407 | $269.6K | 0.02% | +401+20.0% | Added |
| Benjamin Edwards Inc | 2,412 | $270.0K | 0.06% | −3,114−56.4% | Reduced |
| Presilium Private Wealth, LLC | 2,412 | $270.2K | 0.09% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 2,428 | $272.0K | 0.24% | +147+6.4% | Added |
| Woodmont Investment Counsel LLC | 2,440 | $273.3K | 0.03% | −710−22.5% | Reduced |
| Woodstock Corp | 2,445 | $273.9K | 0.03% | −550−18.4% | Reduced |
| Checchi Capital Advisers, LLC | 2,450 | $274.5K | 0.02% | −225−8.4% | Reduced |
| Financial Management Network Inc | 2,447 | $277.1K | 0.10% | +316+14.8% | Added |
| Smith Shellnut Wilson LLC | 2,492 | $279.2K | 0.16% | −13−0.5% | Reduced |
| Hoxton Planning & Management, LLC | 2,501 | $280.2K | 0.17% | −24−1.0% | Reduced |
| Van Hulzen Asset Management, LLC | 2,514 | $282.0K | 0.02% | +2,514 | New |
| TL Private Wealth | 2,500 | $282.6K | 0.16% | 00.0% | Unchanged |
| F/M Investments LLC | 2,564 | $287.2K | 0.21% | +458+21.7% | Added |
| Personal Cfo Solutions, LLC | 2,599 | $291.1K | 0.06% | +153+6.3% | Added |
| Trust Asset Management LLC | 2,607 | $292.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,619 | $293.4K | 0.02% | −42−1.6% | Reduced |
| Joule Financial, LLC | 2,630 | $294.6K | 0.15% | +51+2.0% | Added |
| DGS Capital Management, LLC | 2,634 | $295.0K | 0.15% | −489−15.7% | Reduced |
| GW Henssler & Associates Ltd | 2,649 | $296.7K | 0.02% | −50−1.9% | Reduced |
| Insight Folios Inc | 2,659 | $297.8K | 0.12% | +114+4.5% | Added |
| Cigna Investments Inc | 2,671 | $299.0K | 0.06% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 2,686 | $300.9K | 0.20% | +185+7.4% | Added |
| MTM Investment Management, LLC | 2,698 | $302.2K | 0.15% | −100−3.6% | Reduced |
| Hollencrest Capital Management | 2,698 | $302.2K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,710 | $303.6K | 0.04% | −37−1.3% | Reduced |
| Larson Financial Group LLC | 2,724 | $305.2K | 0.03% | −4−0.1% | Reduced |
| Darwin Advisors, LLC | 2,682 | $308.2K | 0.08% | +2,682 | New |
| TFG Advisers LLC | 2,756 | $308.7K | 0.14% | +11+0.4% | Added |
| DMG Group, LLC | 2,756 | $308.7K | 0.31% | +214+8.4% | Added |
| Fluent Financial, LLC | 2,780 | $311.4K | 0.20% | +164+6.3% | Added |
| Cypress Asset Management Inc | 2,675 | $314.9K | 0.10% | −136−4.8% | Reduced |
| Tortoise Investment Management, LLC | 2,819 | $315.8K | 0.05% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 2,822 | $316.5K | 0.14% | +2,822 | New |
| Sequoia Financial Advisors, LLC | 2,842 | $318.4K | 0.01% | −424−13.0% | Reduced |
| Lane & Associates LLC | 2,844 | $318.6K | 0.25% | +263+10.2% | Added |
| Crawford Investment Counsel Inc | 2,845 | $318.7K | 0.01% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 2,846 | $318.8K | 0.01% | −363−11.3% | Reduced |
| Simmons Bank | 2,847 | $318.9K | 0.03% | +2,847 | New |
| Baker Tilly Wealth Management, LLC | 2,847 | $318.9K | 0.03% | −9−0.3% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,856 | $319.9K | 0.08% | −2−0.1% | Reduced |
| HB Wealth Management, LLC | 2,872 | $321.7K | 0.01% | −497−14.8% | Reduced |
| Clarius Group, LLC | 2,892 | $324.0K | 0.03% | +30+1.0% | Added |
| Fund Management at Engine No. 1 LLC | 2,923 | $327.4K | 0.06% | +202+7.4% | Added |
| Oak Hill Wealth Advisors, LLC | 2,958 | $331.4K | 0.12% | 00.0% | Unchanged |