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, Q3 2023
Institutional positions in Price T Rowe Group Inc as of Sep 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
- 1,017
- +10 vs. Q2 2023
- Shares held
- 169.1M
- −3.16M (−1.8%) vs. Q2 2023
- Total value
- $17.7B
- −$1.52B (−7.9%) vs. Q2 2023
- New holders
- 83
- 385 more added
- Sold out
- 73
- 385 more reduced
12 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Colonial Trust Advisors | 1 | $105 | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $419 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 4 | $419 | 0.00% | +4 | New |
| Wolff Wiese Magana LLC | 5 | $525 | 0.00% | +5 | New |
| Arlington Partners LLC | 6 | $629 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 6 | $629 | 0.00% | +6 | New |
| Global Financial Private Client, LLC | 8 | $837 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $839 | 0.00% | +8 | New |
| West Paces Advisors Inc. | 9 | $944 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $1.00K | 0.00% | +7+140.0% | Added |
| GoalVest Advisory LLC | 10 | $1.05K | 0.00% | +10 | New |
| Atlas Capital Advisors LLC | 11 | $1.15K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 11 | $1.15K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 11 | $1.15K | 0.00% | +11 | New |
| Aspire Private Capital, LLC | 12 | $1.26K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 13 | $1.36K | 0.00% | +13 | New |
| Park Place Capital Corp | 16 | $1.68K | 0.00% | −300−94.9% | Reduced |
| Acima Private Wealth, LLC | 17 | $1.78K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 17 | $1.81K | 0.00% | −134−88.7% | Reduced |
| DecisionPoint Financial, LLC | 19 | $1.99K | 0.00% | +19 | New |
| Winch Advisory Services, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tobam | 22 | $2.00K | 0.00% | +22 | New |
| SJS Investment Consulting Inc. | 23 | $2.41K | 0.00% | +2+9.5% | Added |
| SRS Capital Advisors, Inc. | 24 | $2.52K | 0.00% | +12+100.0% | Added |
| Headinvest, LLC | 25 | $2.62K | 0.00% | +25 | New |
| Financial Management Professionals, Inc. | 31 | $3.00K | 0.00% | −12−27.9% | Reduced |
| Hall Laurie J Trustee | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 33 | $3.46K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 34 | $3.57K | 0.00% | −18−34.6% | Reduced |
| Abound Wealth Management | 34 | $3.58K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 33 | $3.70K | 0.00% | +5+17.9% | Added |
| Tucker Asset Management LLC | 35 | $3.70K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $3.88K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 38 | $3.93K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 38 | $3.98K | 0.00% | 00.0% | Unchanged |
| Motco | 40 | $4.20K | 0.00% | −32−44.4% | Reduced |
| Red Tortoise LLC | 40 | $4.20K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 47 | $4.88K | 0.01% | +1+2.2% | Added |
| Capital Analysts, LLC | 46 | $5.00K | 0.00% | +46 | New |
| Mark Sheptoff Financial Planning, LLC | 48 | $5.03K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 52 | $5.43K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 64 | $6.71K | 0.00% | −40−38.5% | Reduced |
| Coston, McIsaac & Partners | 75 | $7.00K | 0.00% | +1+1.4% | Added |
| Bell Investment Advisors, Inc | 69 | $7.24K | 0.00% | −8−10.4% | Reduced |
| Northwest Capital Management Inc | 74 | $7.76K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 75 | $7.87K | 0.00% | −76−50.3% | Reduced |
| First Pacific Financial | 75 | $7.87K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 85 | $8.91K | 0.00% | +81+2,025.0% | Added |
| Viking Fund Management LLC | 90 | $9.44K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 92 | $9.65K | 0.00% | +25+37.3% | Added |
| EverSource Wealth Advisors, LLC | 93 | $9.75K | 0.00% | −4−4.1% | Reduced |
| Atticus Wealth Management, LLC | 94 | $9.86K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 96 | $10.1K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 100 | $10.5K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 100 | $10.5K | 0.01% | +1+1.0% | Added |
| Syntax Research, Inc. | 101 | $10.5K | 0.01% | +101 | New |
| Riverview Trust Co | 101 | $10.6K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 105 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 112 | $12.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 118 | $12.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 127 | $13.3K | 0.00% | +50+64.9% | Added |
| Westside Investment Management, Inc. | 130 | $13.6K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 140 | $15.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 147 | $15.4K | 0.00% | −4−2.6% | Reduced |
| Fairfield Financial Advisors, LTD | 148 | $15.5K | 0.01% | +1+0.7% | Added |
| Lee Financial Co | 149 | $15.6K | 0.00% | +49+49.0% | Added |
| Barrett & Company, Inc. | 150 | $15.7K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 150 | $15.7K | 0.00% | +11+7.9% | Added |
| ING Groep NV | 158 | $16.6K | 0.00% | +158 | New |
| FinTrust Capital Advisors, LLC | 159 | $16.7K | 0.00% | +138+657.1% | Added |
| Capital Advisors, Ltd. LLC | 161 | $17.0K | 0.00% | +25+18.4% | Added |
| Montag A & Associates Inc | 165 | $17.3K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 187 | $19.7K | 0.00% | +63+50.8% | Added |
| Harvest Fund Management Co., Ltd | 191 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 198 | $20.8K | 0.00% | −8−3.9% | Reduced |
| Salomon & Ludwin, LLC | 199 | $20.9K | 0.00% | +199 | New |
| Union Savings Bank | 200 | $21.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 200 | $21.0K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 200 | $21.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 220 | $23.1K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 233 | $24.4K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 249 | $24.7K | 0.00% | +249 | New |
| Piscataqua Savings Bank | 241 | $25.3K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 242 | $25.4K | 0.01% | +4+1.7% | Added |
| Pacifica Partners Inc. | 250 | $25.5K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 261 | $27.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 283 | $30.0K | 0.00% | +8+2.9% | Added |
| Webster Bank, N. A. | 291 | $30.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 293 | $31.0K | 0.00% | −103−26.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 297 | $31.1K | 0.00% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 302 | $31.7K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 318 | $33.4K | 0.00% | −2,406−88.3% | Reduced |
| Heritage Wealth Advisors | 319 | $33.4K | 0.00% | −90−22.0% | Reduced |
| TD Private Client Wealth LLC | 320 | $33.6K | 0.00% | −410−56.2% | Reduced |