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 |
|---|---|---|---|---|---|
| Boltwood Capital Management | 1,981 | $221.9K | 0.08% | 00.0% | Unchanged |
| Truadvice, LLC | 1,945 | $221.2K | 0.08% | −194−9.1% | Reduced |
| First Commonwealth Financial Corp | 1,953 | $218.8K | 0.07% | −1−0.1% | Reduced |
| FineMark National Bank & Trust | 1,944 | $217.8K | 0.01% | +19+1.0% | Added |
| Joel Isaacson & Co., LLC | 1,936 | $216.9K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,922 | $215.3K | 0.00% | +1,922 | New |
| Valeo Financial Advisors, LLC | 1,906 | $213.5K | 0.01% | −1,423−42.7% | Reduced |
| Fiduciary Trust Co | 1,906 | $213.5K | 0.00% | −1,778−48.3% | Reduced |
| Somerville Kurt F | 1,900 | $212.8K | 0.04% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,887 | $211.4K | 0.02% | +17+0.9% | Added |
| DuPont Capital Management Corp | 1,881 | $210.7K | 0.01% | −481−20.4% | Reduced |
| Conning Inc. | 1,880 | $210.6K | 0.01% | −200−9.6% | Reduced |
| Ascent Group, LLC | 1,833 | $210.4K | 0.02% | −256−12.3% | Reduced |
| Weil Company, Inc. | 1,875 | $210.0K | 0.09% | +21+1.1% | Added |
| Sutton Wealth Advisors Inc. | 1,856 | $207.9K | 0.10% | +5+0.3% | Added |
| Prosperity Consulting Group, LLC | 1,854 | $207.6K | 0.13% | −181−8.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 1,850 | $207.2K | 0.03% | −1,125−37.8% | Reduced |
| Lakeview Capital Partners, LLC | 1,850 | $207.2K | 0.04% | +1,850 | New |
| First Affirmative Financial Network | 1,849 | $207.1K | 0.21% | +55+3.1% | Added |
| Copperwynd Financial, LLC | 1,843 | $206.5K | 0.10% | −64−3.4% | Reduced |
| Graypoint LLC | 1,818 | $203.7K | 0.02% | −1,359−42.8% | Reduced |
| Whitener Capital Management, Inc. | 1,815 | $203.4K | 0.08% | +1+0.1% | Added |
| Sweeney & Michel, LLC | 1,768 | $203.0K | 0.10% | +1,768 | New |
| KLCM Advisors, Inc. | 1,809 | $202.6K | 0.04% | +1,809 | New |
| Dakota Wealth Management | 1,792 | $200.7K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,777 | $199.1K | 0.00% | −250−12.3% | Reduced |
| Horan Securities, Inc. | 1,775 | $198.8K | 0.08% | −22−1.2% | Reduced |
| First Command Bank | 1,740 | $194.9K | 0.02% | +1,740 | New |
| First Command Financial Services, Inc. | 1,740 | $194.9K | 0.02% | +1,740 | New |
| MCF Advisors LLC | 1,663 | $186.3K | 0.02% | −208−11.1% | Reduced |
| Clearstead Advisors, LLC | 1,649 | $184.7K | 0.01% | −875−34.7% | Reduced |
| UniSuper Management Pty Ltd | 1,600 | $179.2K | 0.00% | +1,600 | New |
| ICA Group Wealth Management, LLC | 1,512 | $169.4K | 0.04% | +771+104.0% | Added |
| Key Financial Inc | 1,509 | $169.0K | 0.06% | +35+2.4% | Added |
| Colonial Trust Co | 1,500 | $168.0K | 0.04% | +500+50.0% | Added |
| Perritt Capital Management Inc | 1,483 | $166.1K | 0.09% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,483 | $166.0K | 0.06% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,462 | $163.7K | 0.04% | +555+61.2% | Added |
| Penserra Capital Management LLC | 1,458 | $162.0K | 0.00% | −23,032−94.0% | Reduced |
| PGGM Investments | 1,432 | $160.0K | 0.00% | −505−26.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,427 | $159.9K | 0.08% | −29−2.0% | Reduced |
| V-Square Quantitative Management LLC | 1,379 | $154.5K | 0.11% | +1,379 | New |
| Evermay Wealth Management LLC | 1,325 | $148.4K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,300 | $145.6K | 0.03% | −404−23.7% | Reduced |
| S.A. Mason LLC | 1,275 | $143.9K | 0.10% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 1,270 | $142.3K | 0.00% | −135,339−99.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,227 | $137.4K | 0.00% | −2,085−63.0% | Reduced |
| Parkside Financial Bank & Trust | 1,199 | $134.3K | 0.03% | +664+124.1% | Added |
| Point72 Asset Management, L.P. | 1,198 | $134.2K | 0.00% | +1,198 | New |
| Federation des caisses Desjardins du Quebec | 1,191 | $133.4K | 0.00% | +31+2.7% | Added |
| Steward Financial Group LLC | 1,182 | $132.0K | 0.04% | +1,102+1,377.5% | Added |
| Central Bank & Trust Co | 1,156 | $129.5K | 0.02% | −12−1.0% | Reduced |
| Massmutual Trust Co FSB | 1,153 | $129.2K | 0.00% | +85+8.0% | Added |
| Cambridge Trust Co | 1,148 | $128.6K | 0.01% | −172−13.0% | Reduced |
| Sittner & Nelson, LLC | 1,143 | $128.0K | 0.07% | −1,357−54.3% | Reduced |
| Geneos Wealth Management Inc. | 1,108 | $124.1K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,063 | $119.1K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,061 | $118.9K | 0.01% | −102−8.8% | Reduced |
| Bank of New Hampshire | 1,050 | $117.6K | 0.03% | −130−11.0% | Reduced |
| Covestor Ltd | 1,027 | $115.0K | 0.09% | +81+8.6% | Added |
| Farther Finance Advisors, LLC | 1,002 | $112.2K | 0.02% | +135+15.6% | Added |
| Thompson Investment Management, Inc. | 1,000 | $112.0K | 0.02% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 990 | $110.9K | 0.03% | +990 | New |
| Hexagon Capital Partners LLC | 960 | $107.5K | 0.03% | −27−2.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 943 | $105.6K | 0.01% | −7−0.7% | Reduced |
| JJJ Advisors Inc. | 925 | $103.6K | 0.03% | −75−7.5% | Reduced |
| VisionPoint Advisory Group, LLC | 917 | $102.7K | 0.04% | −2,704−74.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 916 | $102.6K | 0.01% | −8−0.9% | Reduced |
| Annapolis Financial Services, LLC | 902 | $101.0K | 0.03% | 00.0% | Unchanged |
| Westpac Banking Corp | 888 | $99.5K | 0.01% | −25,408−96.6% | Reduced |
| Options Solutions, LLC | 864 | $96.8K | 0.10% | +864 | New |
| Grove Bank & Trust | 850 | $95.2K | 0.02% | −284−25.0% | Reduced |
| Evolution Advisers, Inc. | 820 | $91.0K | 0.06% | +7+0.9% | Added |
| Washington Trust Co | 805 | $90.2K | 0.00% | +415+106.4% | Added |
| Vigilant Capital Management, LLC | 800 | $90.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 797 | $89.0K | 0.02% | +371+87.1% | Added |
| Tradition Wealth Management, LLC | 766 | $86.0K | 0.01% | −65−7.8% | Reduced |
| Western Pacific Wealth Management, LP | 745 | $83.5K | 0.06% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 730 | $81.8K | 0.00% | −132−15.3% | Reduced |
| Kozak & Associates, Inc. | 689 | $78.1K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 686 | $76.9K | 0.00% | −1,921−73.7% | Reduced |
| Baldwin Brothers Inc | 667 | $74.7K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 660 | $74.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 660 | $73.9K | 0.01% | −561−45.9% | Reduced |
| Leonteq Securities AG | 660 | $73.9K | 0.01% | +58+9.6% | Added |
| Ronald Blue Trust, Inc. | 634 | $72.0K | 0.00% | −970−60.5% | Reduced |
| West Branch Capital LLC | 610 | $68.3K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 578 | $64.8K | 0.01% | −7−1.2% | Reduced |
| Mendota Financial Group, LLC | 570 | $63.9K | 0.07% | +570 | New |
| Brown Brothers Harriman & Co | 566 | $63.4K | 0.00% | −30−5.0% | Reduced |
| Atlantic Trust, LLC | 508 | $57.4K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $56.0K | 0.03% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 500 | $56.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 465 | $51.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 448 | $50.2K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 421 | $47.2K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 375 | $46.2K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 409 | $45.8K | 0.00% | +3+0.7% | Added |
| ORG Partners LLC | 401 | $45.5K | 0.01% | +401 | New |
| Asset Dedication, LLC | 396 | $45.0K | 0.00% | +103+35.2% | Added |