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 |
|---|---|---|---|---|---|
| Verity Asset Management, Inc. | 2,963 | $331.9K | 0.25% | −1,559−34.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,967 | $332.4K | 0.04% | +279+10.4% | Added |
| Clifford Swan Investment Counsel LLC | 2,973 | $333.0K | 0.01% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 3,000 | $336.0K | 0.11% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 3,001 | $336.2K | 0.05% | +27+0.9% | Added |
| Integrated Wealth Concepts LLC | 3,032 | $339.6K | 0.01% | +513+20.4% | Added |
| Boston Private Wealth LLC | 3,036 | $340.0K | 0.01% | −24,358−88.9% | Reduced |
| Marino, Stram & Associates LLC | 3,046 | $341.3K | 0.10% | +10.0% | Added |
| Paloma Partners Management Co | 3,050 | $341.7K | 0.08% | +3,050 | New |
| GPS Wealth Strategies Group, LLC | 3,067 | $343.6K | 0.06% | +358+13.2% | Added |
| RMB Capital Management, LLC | 3,081 | $345.2K | 0.01% | +27+0.9% | Added |
| Impact Partnership Wealth, LLC | 3,099 | $347.2K | 0.12% | +3,099 | New |
| Pathstone Family Office, LLC | 3,269 | $348.8K | 0.00% | −434−11.7% | Reduced |
| HBK Sorce Advisory LLC | 3,134 | $351.1K | 0.01% | −61−1.9% | Reduced |
| Nilsine Partners, LLC | 3,140 | $351.7K | 0.05% | +64+2.1% | Added |
| Clear Harbor Asset Management, LLC | 3,140 | $351.7K | 0.03% | +415+15.2% | Added |
| Oppenheimer Asset Management Inc. | 3,150 | $352.9K | 0.01% | −11−0.3% | Reduced |
| Deseret Mutual Benefit Administrators | 3,150 | $352.9K | 0.14% | +215+7.3% | Added |
| New Republic Capital, LLC | 3,167 | $354.8K | 0.25% | −2−0.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,170 | $355.1K | 0.03% | +28+0.9% | Added |
| Excalibur Management Corp | 3,180 | $356.2K | 0.18% | +16+0.5% | Added |
| Leavell Investment Management, Inc. | 3,192 | $358.0K | 0.02% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 3,200 | $358.5K | 0.45% | +3,200 | New |
| Quantinno Capital Management LP | 3,210 | $360.0K | 0.02% | +965+43.0% | Added |
| DoubleLine ETF Adviser LP | 3,221 | $360.8K | 0.13% | +681+26.8% | Added |
| Evoke Wealth, LLC | 3,226 | $361.4K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 3,237 | $362.6K | 0.01% | −2,067−39.0% | Reduced |
| Kingsview Wealth Management, LLC | 3,243 | $363.3K | 0.01% | −3,114−49.0% | Reduced |
| Wimmer Associates 1, LLC | 3,250 | $364.1K | 0.22% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 3,258 | $365.0K | 0.12% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 3,265 | $366.0K | 0.16% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 3,279 | $367.4K | 0.01% | −2,218−40.3% | Reduced |
| Bleakley Financial Group, LLC | 3,279 | $367.4K | 0.01% | −2,205−40.2% | Reduced |
| Main Street Financial Solutions, LLC | 3,308 | $370.5K | 0.05% | +287+9.5% | Added |
| Nicolet Bankshares Inc | 3,311 | $370.9K | 0.11% | +66+2.0% | Added |
| Arrow Financial Corp | 3,322 | $372.1K | 0.04% | −355−9.7% | Reduced |
| Wesbanco Bank Inc | 3,327 | $373.0K | 0.02% | −225−6.3% | Reduced |
| HRT Financial LP | 3,353 | $375.0K | 0.00% | +3,353 | New |
| Tiaa, FSB | 3,380 | $378.6K | 0.00% | −223−6.2% | Reduced |
| Sherbrooke Park Advisers LLC | 3,400 | $380.9K | 0.20% | +3,400 | New |
| Portman Square Capital LLP | 3,424 | $383.6K | 0.07% | +3,424 | New |
| Morningstar Investment Management LLC | 3,426 | $384.0K | 0.05% | +563+19.7% | Added |
| Man Group plc | 3,436 | $384.9K | 0.00% | – | – |
| LaFleur & Godfrey LLC | 3,460 | $387.6K | 0.06% | 00.0% | Unchanged |
| Financial Counselors Inc | 3,573 | $400.0K | 0.01% | −104−2.8% | Reduced |
| Evergreen Capital Management LLC | 3,592 | $402.4K | 0.02% | −827−18.7% | Reduced |
| Sandy Spring Bank | 3,599 | $403.2K | 0.02% | −426−10.6% | Reduced |
| Prairie Sky Financial Group LLC | 3,609 | $404.3K | 0.27% | +3,609 | New |
| Toroso Investments, LLC | 3,618 | $405.0K | 0.01% | −14,914−80.5% | Reduced |
| Quantamental Technologies LLC | 3,629 | $406.5K | 0.17% | +3,629 | New |
| Spire Wealth Management | 3,645 | $408.3K | 0.02% | −208−5.4% | Reduced |
| Meeder Advisory Services, Inc. | 3,659 | $409.8K | 0.04% | −220−5.7% | Reduced |
| Northern Oak Wealth Management Inc | 3,662 | $410.2K | 0.05% | −200−5.2% | Reduced |
| Summit Trail Advisors, LLC | 3,683 | $412.6K | 0.02% | +1,330+56.5% | Added |
| Ritholtz Wealth Management | 3,685 | $412.8K | 0.02% | +3,685 | New |
| Veriti Management LLC | 3,743 | $419.2K | 0.05% | −368−9.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,779 | $423.3K | 0.24% | +106+2.9% | Added |
| Northcape Wealth Management, LLC | 3,785 | $424.0K | 0.15% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,645 | $424.6K | 0.05% | −264−6.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,832 | $426.0K | 0.32% | +10.0% | Added |
| National Asset Management, Inc. | 3,807 | $426.4K | 0.01% | −501−11.6% | Reduced |
| West Financial Advisors, LLC | 3,847 | $430.9K | 0.11% | 00.0% | Unchanged |
| Duality Advisers, LP | 3,855 | $431.8K | 0.05% | +3,855 | New |
| Rossmore Private Capital | 3,880 | $434.6K | 0.06% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,900 | $436.8K | 0.01% | −147−3.6% | Reduced |
| Bokf, NA | 3,913 | $438.3K | 0.01% | −1,127−22.4% | Reduced |
| Global Retirement Partners, LLC | 3,918 | $438.9K | 0.02% | +538+15.9% | Added |
| Teza Capital Management LLC | 3,937 | $441.0K | 0.07% | +3,937 | New |
| Peachtree Investment Partners, LLC | 3,998 | $447.9K | 0.20% | +13+0.3% | Added |
| Bryn Mawr Trust Co | 4,004 | $448.0K | 0.02% | +70+1.8% | Added |
| Aquila Investment Management LLC | 4,000 | $448.1K | 0.37% | 00.0% | Unchanged |
| Private Trust Co NA | 4,017 | $450.0K | 0.06% | +384+10.6% | Added |
| Confluence Wealth Services, Inc. | 4,025 | $450.9K | 0.10% | +1,613+66.9% | Added |
| Apollon Wealth Management, LLC | 4,049 | $453.6K | 0.02% | −977−19.4% | Reduced |
| Summit Financial, LLC | 4,060 | $454.8K | 0.03% | +4,060 | New |
| Fortune Financial Advisors, LLC | 4,121 | $461.6K | 0.35% | +4,121 | New |
| Financial Advocates Investment Management | 4,125 | $462.1K | 0.03% | +4,125 | New |
| Symmetry Partners, LLC | 4,141 | $464.0K | 0.02% | 00.0% | Unchanged |
| Triumph Capital Management | 4,155 | $465.5K | 0.21% | +29+0.7% | Added |
| Twelve Points Wealth Management LLC | 4,203 | $470.9K | 0.25% | +613+17.1% | Added |
| Stratos Wealth Advisors, LLC | 4,230 | $473.9K | 0.03% | −1,029−19.6% | Reduced |
| Kestra Private Wealth Services, LLC | 4,233 | $474.2K | 0.02% | −36−0.8% | Reduced |
| Midwest Financial Group LLC | 4,265 | $478.0K | 0.41% | −50−1.2% | Reduced |
| V Wealth Advisors LLC | 4,293 | $480.9K | 0.08% | +129+3.1% | Added |
| US Asset Management LLC | 4,309 | $483.0K | 0.51% | −3−0.1% | Reduced |
| Longfellow Investment Management Co LLC | 4,318 | $483.7K | 0.11% | +174+4.2% | Added |
| Court Place Advisors, LLC | 4,319 | $483.9K | 0.17% | −700−13.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,320 | $483.9K | 0.02% | −5,053−53.9% | Reduced |
| Heritage Trust Co | 4,328 | $484.8K | 0.07% | +246+6.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,337 | $486.0K | 0.00% | −59−1.3% | Reduced |
| Signaturefd, LLC | 4,348 | $487.1K | 0.01% | −579−11.8% | Reduced |
| NVWM, LLC | 4,427 | $495.9K | 0.16% | −4−0.1% | Reduced |
| Gladstone Institutional Advisory LLC | 4,445 | $497.9K | 0.03% | +18+0.4% | Added |
| WBH Advisory Inc | 4,445 | $497.9K | 0.06% | −25−0.6% | Reduced |
| Gillespie Robinson & Grimm Inc | 4,455 | $499.0K | 0.05% | +800+21.9% | Added |
| Ossiam | 4,466 | $500.3K | 0.01% | +1,209+37.1% | Added |
| Regal Investment Advisors LLC | 4,511 | $505.3K | 0.04% | +1,854+69.8% | Added |
| Cetera Advisors LLC | 4,538 | $508.4K | 0.01% | +676+17.5% | Added |
| Tokio Marine Asset Management Co Ltd | 4,572 | $512.2K | 0.03% | +379+9.0% | Added |
| Wealth Alliance Advisory Group, LLC | 4,613 | $516.7K | 0.18% | +322+7.5% | Added |