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 |
|---|---|---|---|---|---|
| Sawgrass Asset Management LLC | 5,011 | $561.3K | 0.07% | 00.0% | Unchanged |
| Madison Wealth Management | 4,989 | $558.9K | 0.11% | −230−4.4% | Reduced |
| Quantitative Investment Management, LLC | 4,984 | $558.0K | 0.05% | +4,984 | New |
| Stephens Inc | 4,979 | $557.7K | 0.01% | −663−11.8% | Reduced |
| Elevated Capital Advisors, LLC | 4,977 | $557.5K | 0.19% | +572+13.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,971 | $557.0K | 0.03% | +2,694+118.3% | Added |
| AlphaCore Capital LLC | 4,955 | $555.1K | 0.09% | +105+2.2% | Added |
| Mayflower Financial Advisors, LLC | 4,948 | $554.2K | 0.07% | −141−2.8% | Reduced |
| Provident Investment Management, Inc. | 4,938 | $553.2K | 0.06% | +878+21.6% | Added |
| Whittier Trust Co | 4,925 | $551.7K | 0.01% | −31−0.6% | Reduced |
| Moors & Cabot, Inc. | 4,917 | $550.8K | 0.04% | −937−16.0% | Reduced |
| Center For Asset Management LLC | 4,811 | $538.9K | 0.51% | +4,811 | New |
| Plimoth Trust Co LLC | 4,786 | $536.1K | 0.16% | −220−4.4% | Reduced |
| Virtu Financial LLC | 4,781 | $536.0K | 0.04% | −1,739−26.7% | Reduced |
| Epoch Investment Partners, Inc. | 4,766 | $533.9K | 0.00% | −108,183−95.8% | Reduced |
| Warther Private Wealth, LLC | 4,750 | $532.1K | 0.36% | +4,750 | New |
| Obermeyer Wood Investment Counsel, LLLP | 4,719 | $528.6K | 0.04% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 4,687 | $525.0K | 0.01% | +2,553+119.6% | Added |
| Essex Savings Bank | 4,651 | $521.0K | 0.17% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 4,613 | $516.7K | 0.18% | +322+7.5% | Added |
| Tokio Marine Asset Management Co Ltd | 4,572 | $512.2K | 0.03% | +379+9.0% | Added |
| Cetera Advisors LLC | 4,538 | $508.4K | 0.01% | +676+17.5% | Added |
| Regal Investment Advisors LLC | 4,511 | $505.3K | 0.04% | +1,854+69.8% | Added |
| Ossiam | 4,466 | $500.3K | 0.01% | +1,209+37.1% | Added |
| Gillespie Robinson & Grimm Inc | 4,455 | $499.0K | 0.05% | +800+21.9% | Added |
| WBH Advisory Inc | 4,445 | $497.9K | 0.06% | −25−0.6% | Reduced |
| Gladstone Institutional Advisory LLC | 4,445 | $497.9K | 0.03% | +18+0.4% | Added |
| NVWM, LLC | 4,427 | $495.9K | 0.16% | −4−0.1% | Reduced |
| Signaturefd, LLC | 4,348 | $487.1K | 0.01% | −579−11.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,337 | $486.0K | 0.00% | −59−1.3% | Reduced |
| Heritage Trust Co | 4,328 | $484.8K | 0.07% | +246+6.0% | Added |
| Ameritas Investment Partners, Inc. | 4,320 | $483.9K | 0.02% | −5,053−53.9% | Reduced |
| Court Place Advisors, LLC | 4,319 | $483.9K | 0.17% | −700−13.9% | Reduced |
| Longfellow Investment Management Co LLC | 4,318 | $483.7K | 0.11% | +174+4.2% | Added |
| US Asset Management LLC | 4,309 | $483.0K | 0.51% | −3−0.1% | Reduced |
| V Wealth Advisors LLC | 4,293 | $480.9K | 0.08% | +129+3.1% | Added |
| Midwest Financial Group LLC | 4,265 | $478.0K | 0.41% | −50−1.2% | Reduced |
| Kestra Private Wealth Services, LLC | 4,233 | $474.2K | 0.02% | −36−0.8% | Reduced |
| Stratos Wealth Advisors, LLC | 4,230 | $473.9K | 0.03% | −1,029−19.6% | Reduced |
| Twelve Points Wealth Management LLC | 4,203 | $470.9K | 0.25% | +613+17.1% | Added |
| Triumph Capital Management | 4,155 | $465.5K | 0.21% | +29+0.7% | Added |
| Symmetry Partners, LLC | 4,141 | $464.0K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 4,125 | $462.1K | 0.03% | +4,125 | New |
| Fortune Financial Advisors, LLC | 4,121 | $461.6K | 0.35% | +4,121 | New |
| Summit Financial, LLC | 4,060 | $454.8K | 0.03% | +4,060 | New |
| Apollon Wealth Management, LLC | 4,049 | $453.6K | 0.02% | −977−19.4% | Reduced |
| Confluence Wealth Services, Inc. | 4,025 | $450.9K | 0.10% | +1,613+66.9% | Added |
| Private Trust Co NA | 4,017 | $450.0K | 0.06% | +384+10.6% | Added |
| Aquila Investment Management LLC | 4,000 | $448.1K | 0.37% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4,004 | $448.0K | 0.02% | +70+1.8% | Added |
| Peachtree Investment Partners, LLC | 3,998 | $447.9K | 0.20% | +13+0.3% | Added |
| Teza Capital Management LLC | 3,937 | $441.0K | 0.07% | +3,937 | New |
| Global Retirement Partners, LLC | 3,918 | $438.9K | 0.02% | +538+15.9% | Added |
| Bokf, NA | 3,913 | $438.3K | 0.01% | −1,127−22.4% | Reduced |
| Resources Investment Advisors, LLC. | 3,900 | $436.8K | 0.01% | −147−3.6% | Reduced |
| Rossmore Private Capital | 3,880 | $434.6K | 0.06% | 00.0% | Unchanged |
| Duality Advisers, LP | 3,855 | $431.8K | 0.05% | +3,855 | New |
| West Financial Advisors, LLC | 3,847 | $430.9K | 0.11% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,807 | $426.4K | 0.01% | −501−11.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,832 | $426.0K | 0.32% | +10.0% | Added |
| Wedmont Private Capital | 3,645 | $424.6K | 0.05% | −264−6.8% | Reduced |
| Northcape Wealth Management, LLC | 3,785 | $424.0K | 0.15% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 3,779 | $423.3K | 0.24% | +106+2.9% | Added |
| Veriti Management LLC | 3,743 | $419.2K | 0.05% | −368−9.0% | Reduced |
| Ritholtz Wealth Management | 3,685 | $412.8K | 0.02% | +3,685 | New |
| Summit Trail Advisors, LLC | 3,683 | $412.6K | 0.02% | +1,330+56.5% | Added |
| Northern Oak Wealth Management Inc | 3,662 | $410.2K | 0.05% | −200−5.2% | Reduced |
| Meeder Advisory Services, Inc. | 3,659 | $409.8K | 0.04% | −220−5.7% | Reduced |
| Spire Wealth Management | 3,645 | $408.3K | 0.02% | −208−5.4% | Reduced |
| Quantamental Technologies LLC | 3,629 | $406.5K | 0.17% | +3,629 | New |
| Toroso Investments, LLC | 3,618 | $405.0K | 0.01% | −14,914−80.5% | Reduced |
| Prairie Sky Financial Group LLC | 3,609 | $404.3K | 0.27% | +3,609 | New |
| Sandy Spring Bank | 3,599 | $403.2K | 0.02% | −426−10.6% | Reduced |
| Evergreen Capital Management LLC | 3,592 | $402.4K | 0.02% | −827−18.7% | Reduced |
| Financial Counselors Inc | 3,573 | $400.0K | 0.01% | −104−2.8% | Reduced |
| LaFleur & Godfrey LLC | 3,460 | $387.6K | 0.06% | 00.0% | Unchanged |
| Man Group plc | 3,436 | $384.9K | 0.00% | – | – |
| Morningstar Investment Management LLC | 3,426 | $384.0K | 0.05% | +563+19.7% | Added |
| Portman Square Capital LLP | 3,424 | $383.6K | 0.07% | +3,424 | New |
| Sherbrooke Park Advisers LLC | 3,400 | $380.9K | 0.20% | +3,400 | New |
| Tiaa, FSB | 3,380 | $378.6K | 0.00% | −223−6.2% | Reduced |
| HRT Financial LP | 3,353 | $375.0K | 0.00% | +3,353 | New |
| Wesbanco Bank Inc | 3,327 | $373.0K | 0.02% | −225−6.3% | Reduced |
| Arrow Financial Corp | 3,322 | $372.1K | 0.04% | −355−9.7% | Reduced |
| Nicolet Bankshares Inc | 3,311 | $370.9K | 0.11% | +66+2.0% | Added |
| Main Street Financial Solutions, LLC | 3,308 | $370.5K | 0.05% | +287+9.5% | Added |
| 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 |
| Radnor Capital Management, LLC | 3,265 | $366.0K | 0.16% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 3,258 | $365.0K | 0.12% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 3,250 | $364.1K | 0.22% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 3,243 | $363.3K | 0.01% | −3,114−49.0% | Reduced |
| Central Trust Co | 3,237 | $362.6K | 0.01% | −2,067−39.0% | Reduced |
| Evoke Wealth, LLC | 3,226 | $361.4K | 0.01% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 3,221 | $360.8K | 0.13% | +681+26.8% | Added |
| Quantinno Capital Management LP | 3,210 | $360.0K | 0.02% | +965+43.0% | Added |
| CTC Alternative Strategies, Ltd. | 3,200 | $358.5K | 0.45% | +3,200 | New |
| Leavell Investment Management, Inc. | 3,192 | $358.0K | 0.02% | 00.0% | Unchanged |
| Excalibur Management Corp | 3,180 | $356.2K | 0.18% | +16+0.5% | Added |
| Dorsey & Whitney Trust CO LLC | 3,170 | $355.1K | 0.03% | +28+0.9% | Added |