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 |
|---|---|---|---|---|---|
| New Republic Capital, LLC | 3,167 | $354.8K | 0.25% | −2−0.1% | Reduced |
| 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 |
| 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 |
| HBK Sorce Advisory LLC | 3,134 | $351.1K | 0.01% | −61−1.9% | Reduced |
| Pathstone Family Office, LLC | 3,269 | $348.8K | 0.00% | −434−11.7% | Reduced |
| Impact Partnership Wealth, LLC | 3,099 | $347.2K | 0.12% | +3,099 | New |
| RMB Capital Management, LLC | 3,081 | $345.2K | 0.01% | +27+0.9% | Added |
| GPS Wealth Strategies Group, LLC | 3,067 | $343.6K | 0.06% | +358+13.2% | Added |
| Paloma Partners Management Co | 3,050 | $341.7K | 0.08% | +3,050 | New |
| Marino, Stram & Associates LLC | 3,046 | $341.3K | 0.10% | +10.0% | Added |
| Boston Private Wealth LLC | 3,036 | $340.0K | 0.01% | −24,358−88.9% | Reduced |
| Integrated Wealth Concepts LLC | 3,032 | $339.6K | 0.01% | +513+20.4% | Added |
| Sheets Smith Wealth Management | 3,001 | $336.2K | 0.05% | +27+0.9% | Added |
| Encompass Wealth Advisors, LLC | 3,000 | $336.0K | 0.11% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 2,973 | $333.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,967 | $332.4K | 0.04% | +279+10.4% | Added |
| Verity Asset Management, Inc. | 2,963 | $331.9K | 0.25% | −1,559−34.5% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,958 | $331.4K | 0.12% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 2,923 | $327.4K | 0.06% | +202+7.4% | Added |
| Clarius Group, LLC | 2,892 | $324.0K | 0.03% | +30+1.0% | Added |
| HB Wealth Management, LLC | 2,872 | $321.7K | 0.01% | −497−14.8% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,856 | $319.9K | 0.08% | −2−0.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,847 | $318.9K | 0.03% | −9−0.3% | Reduced |
| Simmons Bank | 2,847 | $318.9K | 0.03% | +2,847 | New |
| Guinness Asset Management LTD | 2,846 | $318.8K | 0.01% | −363−11.3% | Reduced |
| Crawford Investment Counsel Inc | 2,845 | $318.7K | 0.01% | 00.0% | Unchanged |
| Lane & Associates LLC | 2,844 | $318.6K | 0.25% | +263+10.2% | Added |
| Sequoia Financial Advisors, LLC | 2,842 | $318.4K | 0.01% | −424−13.0% | Reduced |
| Garden State Investment Advisory Services LLC | 2,822 | $316.5K | 0.14% | +2,822 | New |
| Tortoise Investment Management, LLC | 2,819 | $315.8K | 0.05% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 2,675 | $314.9K | 0.10% | −136−4.8% | Reduced |
| Fluent Financial, LLC | 2,780 | $311.4K | 0.20% | +164+6.3% | Added |
| DMG Group, LLC | 2,756 | $308.7K | 0.31% | +214+8.4% | Added |
| TFG Advisers LLC | 2,756 | $308.7K | 0.14% | +11+0.4% | Added |
| Darwin Advisors, LLC | 2,682 | $308.2K | 0.08% | +2,682 | New |
| Larson Financial Group LLC | 2,724 | $305.2K | 0.03% | −4−0.1% | Reduced |
| TCI Wealth Advisors, Inc. | 2,710 | $303.6K | 0.04% | −37−1.3% | Reduced |
| 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 |
| Etesian Wealth Advisors, Inc. | 2,686 | $300.9K | 0.20% | +185+7.4% | Added |
| Cigna Investments Inc | 2,671 | $299.0K | 0.06% | 00.0% | Unchanged |
| Insight Folios Inc | 2,659 | $297.8K | 0.12% | +114+4.5% | Added |
| GW Henssler & Associates Ltd | 2,649 | $296.7K | 0.02% | −50−1.9% | Reduced |
| DGS Capital Management, LLC | 2,634 | $295.0K | 0.15% | −489−15.7% | Reduced |
| Joule Financial, LLC | 2,630 | $294.6K | 0.15% | +51+2.0% | Added |
| Profund Advisors LLC | 2,619 | $293.4K | 0.02% | −42−1.6% | Reduced |
| Trust Asset Management LLC | 2,607 | $292.0K | 0.03% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,599 | $291.1K | 0.06% | +153+6.3% | Added |
| F/M Investments LLC | 2,564 | $287.2K | 0.21% | +458+21.7% | Added |
| TL Private Wealth | 2,500 | $282.6K | 0.16% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 2,514 | $282.0K | 0.02% | +2,514 | New |
| Hoxton Planning & Management, LLC | 2,501 | $280.2K | 0.17% | −24−1.0% | Reduced |
| Smith Shellnut Wilson LLC | 2,492 | $279.2K | 0.16% | −13−0.5% | Reduced |
| Financial Management Network Inc | 2,447 | $277.1K | 0.10% | +316+14.8% | Added |
| Checchi Capital Advisers, LLC | 2,450 | $274.5K | 0.02% | −225−8.4% | Reduced |
| Woodstock Corp | 2,445 | $273.9K | 0.03% | −550−18.4% | Reduced |
| Woodmont Investment Counsel LLC | 2,440 | $273.3K | 0.03% | −710−22.5% | Reduced |
| Revisor Wealth Management LLC | 2,428 | $272.0K | 0.24% | +147+6.4% | Added |
| Presilium Private Wealth, LLC | 2,412 | $270.2K | 0.09% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,412 | $270.0K | 0.06% | −3,114−56.4% | Reduced |
| Cornerstone Wealth Management, LLC | 2,407 | $269.6K | 0.02% | +401+20.0% | Added |
| Lincoln Capital LLC | 2,406 | $269.5K | 0.07% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,396 | $268.4K | 0.01% | −411−14.6% | Reduced |
| Patton Albertson Miller Group, LLC | 2,394 | $268.2K | 0.05% | −885−27.0% | Reduced |
| Trust Co of Toledo NA | 2,338 | $261.9K | 0.04% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 2,329 | $260.9K | 0.08% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 2,326 | $260.6K | 0.03% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,195 | $260.5K | 0.10% | −143−6.1% | Reduced |
| Avidian Wealth Solutions, LLC | 2,312 | $259.0K | 0.02% | +2,312 | New |
| Barnes Pettey Financial Advisors, LLC | 2,300 | $257.6K | 0.22% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 2,267 | $254.0K | 0.18% | +25+1.1% | Added |
| Thoroughbred Financial Services, LLC | 2,262 | $253.0K | 0.03% | −1,650−42.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,258 | $252.9K | 0.02% | −942−29.4% | Reduced |
| Blossom Wealth Management | 2,234 | $250.3K | 0.92% | +343+18.1% | Added |
| Glenview Trust Co | 2,198 | $246.2K | 0.01% | +66+3.1% | Added |
| Federated Hermes, Inc. | 2,191 | $245.4K | 0.00% | −1,157−34.6% | Reduced |
| Quadrant Capital Group LLC | 2,180 | $244.2K | 0.02% | −458−17.4% | Reduced |
| Phoenix Wealth Advisors | 2,168 | $242.9K | 0.14% | −117−5.1% | Reduced |
| Triangle Securities Wealth Management | 2,144 | $240.2K | 0.08% | −150−6.5% | Reduced |
| Peapack Gladstone Financial Corp | 2,143 | $240.0K | 0.00% | −20−0.9% | Reduced |
| Jacobi Capital Management LLC | 2,119 | $237.4K | 0.03% | +247+13.2% | Added |
| FourThought Financial Partners, LLC | 2,118 | $237.3K | 0.03% | −570−21.2% | Reduced |
| CAPROCK Group, Inc. | 2,118 | $237.3K | 0.02% | −569−21.2% | Reduced |
| DRW Securities, LLC | 2,112 | $237.0K | 0.02% | +2,112 | New |
| Harbour Investments, Inc. | 2,115 | $237.0K | 0.01% | +357+20.3% | Added |
| Prostatis Group LLC | 2,105 | $235.8K | 0.11% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 2,089 | $234.0K | 0.14% | +4+0.2% | Added |
| ICW Investment Advisors LLC | 2,086 | $233.7K | 0.13% | +159+8.3% | Added |
| Coldstream Capital Management Inc | 2,084 | $233.4K | 0.01% | −1,389−40.0% | Reduced |
| Balentine LLC | 2,081 | $233.1K | 0.01% | −1,160−35.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,082 | $233.0K | 0.02% | −63−2.9% | Reduced |
| Ameritas Advisory Services, LLC | 2,113 | $232.9K | 0.03% | −210−9.0% | Reduced |
| Strategy Asset Managers LLC | 2,074 | $232.4K | 0.05% | +120+6.1% | Added |
| Nations Financial Group Inc, | 2,046 | $229.2K | 0.02% | +178+9.5% | Added |
| L2 Asset Management, LLC | 2,032 | $227.6K | 0.11% | +52+2.6% | Added |
| Emerald Advisers, LLC | 2,027 | $227.1K | 0.01% | −28−1.4% | Reduced |
| Koshinski Asset Management, Inc. | 2,003 | $224.4K | 0.02% | −322−13.8% | Reduced |
| Canton Hathaway, LLC | 2,000 | $224.0K | 0.07% | 00.0% | Unchanged |