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 |
|---|---|---|---|---|---|
| Essex Savings Bank | 4,651 | $521.0K | 0.17% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 4,687 | $525.0K | 0.01% | +2,553+119.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,719 | $528.6K | 0.04% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 4,750 | $532.1K | 0.36% | +4,750 | New |
| Epoch Investment Partners, Inc. | 4,766 | $533.9K | 0.00% | −108,183−95.8% | Reduced |
| Virtu Financial LLC | 4,781 | $536.0K | 0.04% | −1,739−26.7% | Reduced |
| Plimoth Trust Co LLC | 4,786 | $536.1K | 0.16% | −220−4.4% | Reduced |
| Center For Asset Management LLC | 4,811 | $538.9K | 0.51% | +4,811 | New |
| Moors & Cabot, Inc. | 4,917 | $550.8K | 0.04% | −937−16.0% | Reduced |
| Whittier Trust Co | 4,925 | $551.7K | 0.01% | −31−0.6% | Reduced |
| Provident Investment Management, Inc. | 4,938 | $553.2K | 0.06% | +878+21.6% | Added |
| Mayflower Financial Advisors, LLC | 4,948 | $554.2K | 0.07% | −141−2.8% | Reduced |
| AlphaCore Capital LLC | 4,955 | $555.1K | 0.09% | +105+2.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,971 | $557.0K | 0.03% | +2,694+118.3% | Added |
| Elevated Capital Advisors, LLC | 4,977 | $557.5K | 0.19% | +572+13.0% | Added |
| Stephens Inc | 4,979 | $557.7K | 0.01% | −663−11.8% | Reduced |
| Quantitative Investment Management, LLC | 4,984 | $558.0K | 0.05% | +4,984 | New |
| Madison Wealth Management | 4,989 | $558.9K | 0.11% | −230−4.4% | Reduced |
| Sawgrass Asset Management LLC | 5,011 | $561.3K | 0.07% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 5,075 | $568.5K | 0.04% | −125−2.4% | Reduced |
| Wetherby Asset Management Inc | 5,081 | $569.2K | 0.03% | −724−12.5% | Reduced |
| Siemens Fonds Invest GmbH | 5,137 | $572.6K | 0.06% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,118 | $573.3K | 0.00% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 5,153 | $577.2K | 0.10% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,702 | $577.7K | 0.03% | −16−0.3% | Reduced |
| Portside Wealth Group, LLC | 5,186 | $580.9K | 0.11% | +5,186 | New |
| Ostrum Asset Management | 5,198 | $582.3K | 0.05% | +20+0.4% | Added |
| Curbstone Financial Management Corp | 5,220 | $584.7K | 0.14% | −750−12.6% | Reduced |
| Venture Visionary Partners LLC | 5,248 | $587.9K | 0.03% | +64+1.2% | Added |
| Farmers National Bank | 5,255 | $588.7K | 0.20% | −810−13.4% | Reduced |
| Great Valley Advisor Group, Inc. | 5,265 | $590.2K | 0.02% | +832+18.8% | Added |
| Saratoga Research & Investment Management | 5,302 | $593.9K | 0.03% | +11+0.2% | Added |
| Claro Advisors LLC | 5,309 | $594.7K | 0.15% | +454+9.4% | Added |
| Penobscot Investment Management Company, Inc. | 5,310 | $594.8K | 0.10% | −535−9.2% | Reduced |
| Ieq Capital, LLC | 5,319 | $595.9K | 0.01% | −859−13.9% | Reduced |
| Moody National Bank Trust Division | 5,408 | $605.8K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 5,439 | $609.3K | 0.01% | −40−0.7% | Reduced |
| Impax Asset Management Group plc | 5,485 | $614.4K | 0.00% | +171+3.2% | Added |
| Argent Advisors, Inc. | 5,495 | $615.5K | 0.28% | −261−4.5% | Reduced |
| Accel Wealth Management | 5,503 | $616.4K | 0.34% | −173−3.0% | Reduced |
| Cullinan Associates Inc | 5,504 | $616.6K | 0.03% | −191−3.4% | Reduced |
| Everence Capital Management Inc | 5,830 | $625.0K | 0.05% | +2,960+103.1% | Added |
| Strategic Advisors LLC | 5,600 | $627.3K | 0.12% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 5,610 | $628.4K | 0.01% | −25−0.4% | Reduced |
| Balyasny Asset Management LLC | 5,647 | $632.6K | 0.00% | −986,893−99.4% | Reduced |
| Alberta Investment Management Corp | 5,700 | $638.5K | 0.01% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 5,704 | $639.0K | 0.00% | +5,704 | New |
| Cornerstone Investment Partners, LLC | 5,730 | $641.9K | 0.04% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 5,777 | $647.0K | 0.02% | −25−0.4% | Reduced |
| Guardian Wealth Advisors, LLC | 5,792 | $648.8K | 0.48% | +139+2.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,817 | $651.6K | 0.08% | −845−12.7% | Reduced |
| Ci Investments Inc. | 5,893 | $660.0K | 0.00% | +99+1.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,914 | $662.4K | 0.01% | −819−12.2% | Reduced |
| Private Capital Advisors, Inc. | 5,930 | $664.0K | 0.11% | 00.0% | Unchanged |
| Caldwell Trust Co | 5,940 | $665.4K | 0.09% | −746−11.2% | Reduced |
| Mendel Capital Management LLC | 5,944 | $665.8K | 0.53% | +104+1.8% | Added |
| Tufton Capital Management | 5,956 | $667.2K | 0.14% | +120+2.1% | Added |
| CWS Financial Advisors, LLC | 6,013 | $673.6K | 0.26% | −153−2.5% | Reduced |
| Intech Investment Management LLC | 6,024 | $674.8K | 0.01% | −63,574−91.3% | Reduced |
| City Holding Co | 6,025 | $674.9K | 0.12% | +899+17.5% | Added |
| BHK Investment Advisors, LLC | 6,043 | $676.9K | 0.29% | +732+13.8% | Added |
| Colony Group LLC | 6,049 | $678.0K | 0.01% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 6,075 | $681.0K | 0.06% | 00.0% | Unchanged |
| GTS Securities LLC | 6,085 | $681.6K | 0.02% | +6,085 | New |
| Ironvine Capital Partners, LLC | 6,100 | $683.3K | 0.08% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 6,100 | $683.4K | 0.13% | +560+10.1% | Added |
| O'Shaughnessy Asset Management, LLC | 6,102 | $683.5K | 0.01% | +353+6.1% | Added |
| Avantax Advisory Services, Inc. | 6,203 | $694.9K | 0.01% | −6,849−52.5% | Reduced |
| Desjardins Global Asset Management Inc. | 6,212 | $695.8K | 0.08% | +1,433+30.0% | Added |
| ExodusPoint Capital Management, LP | 6,216 | $696.0K | 0.01% | +6,216 | New |
| Wedbush Securities Inc | 6,260 | $701.0K | 0.03% | +1,675+36.5% | Added |
| Allworth Financial LP | 6,363 | $712.8K | 0.01% | −1,974−23.7% | Reduced |
| Integrated Advisors Network LLC | 6,368 | $713.3K | 0.04% | −40,200−86.3% | Reduced |
| Logan Capital Management Inc | 6,417 | $718.9K | 0.03% | +228+3.7% | Added |
| Fox Run Management, L.L.C. | 6,491 | $727.1K | 0.20% | +6,491 | New |
| First Hawaiian Bank | 6,515 | $729.8K | 0.02% | −30−0.5% | Reduced |
| Gateway Investment Advisers LLC | 6,529 | $731.4K | 0.01% | −187−2.8% | Reduced |
| iA Global Asset Management Inc. | 6,548 | $734.0K | 0.02% | +6,548 | New |
| Regions Financial Corp | 6,567 | $735.6K | 0.01% | −151−2.2% | Reduced |
| Anchor Investment Management, LLC | 6,670 | $747.2K | 0.10% | −97−1.4% | Reduced |
| River Wealth Advisors LLC | 6,778 | $759.3K | 0.13% | −25−0.4% | Reduced |
| Investors Research Corp | 6,792 | $760.8K | 0.19% | −75−1.1% | Reduced |
| South State Corp. | 6,821 | $764.1K | 0.07% | +10.0% | Added |
| Cynosure Management, LLC | 6,908 | $773.8K | 0.23% | +6,908 | New |
| Sit Investment Associates Inc | 6,950 | $779.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,954 | $779.1K | 0.03% | −1,552−18.2% | Reduced |
| Cascade Investment Advisors, Inc. | 6,978 | $781.7K | 0.58% | +255+3.8% | Added |
| Midwest Professional Planners, LTD. | 6,991 | $783.1K | 0.34% | +602+9.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,994 | $783.5K | 0.01% | +152+2.2% | Added |
| Union Heritage Capital, LLC | 7,000 | $784.0K | 0.42% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,000 | $784.1K | 0.03% | +7,000 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,083 | $793.4K | 0.02% | +32+0.5% | Added |
| Nexus Investment Management ULC | 7,100 | $795.3K | 0.09% | 00.0% | Unchanged |
| Empirical Finance, LLC | 7,119 | $797.5K | 0.06% | +811+12.9% | Added |
| Capstone Investment Advisors, LLC | 7,172 | $803.4K | 0.02% | +1,505+26.6% | Added |
| West Oak Capital, LLC | 7,197 | $806.2K | 0.39% | −350−4.6% | Reduced |
| Moller Financial Services | 7,200 | $806.5K | 0.25% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $806.5K | 0.35% | – | – |
| Simplex Trading, LLC | 7,225 | $809.0K | 0.03% | +4,065+128.6% | Added |
| Cipher Capital LP | 7,295 | $817.2K | 0.14% | +7,295 | New |