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 |
|---|---|---|---|---|---|
| Baldwin Investment Management, LLC | 5,153 | $540.4K | 0.09% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 5,125 | $537.5K | 0.01% | +5,125 | New |
| Private Capital Advisors, Inc. | 5,930 | $537.0K | 0.08% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 5,098 | $534.6K | 0.39% | +2,135+72.1% | Added |
| Stephens Inc | 5,079 | $532.6K | 0.01% | +100+2.0% | Added |
| Bard Financial Services, Inc. | 5,075 | $532.2K | 0.07% | 00.0% | Unchanged |
| Ostrum Asset Management | 5,072 | $531.9K | 0.05% | −126−2.4% | Reduced |
| Elevated Capital Advisors, LLC | 5,070 | $531.7K | 0.18% | +93+1.9% | Added |
| PEAK6 Investments LLC | 5,028 | $527.3K | 0.03% | +5,028 | New |
| Provident Investment Management, Inc. | 5,010 | $525.4K | 0.06% | +72+1.5% | Added |
| Sawgrass Asset Management LLC | 5,007 | $525.1K | 0.06% | −4−0.1% | Reduced |
| Point72 Asset Management, L.P. | 4,986 | $522.9K | 0.00% | +3,788+316.2% | Added |
| Impax Asset Management Group plc | 4,966 | $520.8K | 0.00% | −519−9.5% | Reduced |
| Whittier Trust Co | 4,939 | $517.9K | 0.01% | +14+0.3% | Added |
| Jump Financial, LLC | 4,888 | $512.6K | 0.02% | −2,112−30.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,880 | $511.8K | 0.03% | +308+6.7% | Added |
| Sherbrooke Park Advisers LLC | 4,858 | $509.5K | 0.16% | +1,458+42.9% | Added |
| Impact Partnership Wealth, LLC | 4,851 | $508.8K | 0.16% | +1,752+56.5% | Added |
| Confluence Wealth Services, Inc. | 4,833 | $506.8K | 0.10% | +808+20.1% | Added |
| Venture Visionary Partners LLC | 4,825 | $506.0K | 0.03% | −423−8.1% | Reduced |
| Cetera Advisors LLC | 4,807 | $504.1K | 0.01% | +269+5.9% | Added |
| Northern Oak Wealth Management Inc | 4,805 | $503.9K | 0.06% | +1,143+31.2% | Added |
| Regal Investment Advisors LLC | 4,799 | $503.3K | 0.04% | +288+6.4% | Added |
| Center For Asset Management LLC | 4,768 | $500.0K | 0.50% | −43−0.9% | Reduced |
| Toroso Investments, LLC | 4,764 | $499.6K | 0.02% | +1,146+31.7% | Added |
| Warther Private Wealth, LLC | 4,750 | $498.1K | 0.33% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 4,719 | $494.9K | 0.04% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 4,702 | $493.0K | 0.05% | +2,440+107.9% | Added |
| Wetherby Asset Management Inc | 4,676 | $490.4K | 0.03% | −405−8.0% | Reduced |
| Kestra Private Wealth Services, LLC | 4,674 | $490.2K | 0.02% | +441+10.4% | Added |
| Epoch Investment Partners, Inc. | 4,666 | $489.3K | 0.00% | −100−2.1% | Reduced |
| San Luis Wealth Advisors LLC | 4,664 | $489.0K | 0.24% | −8,982−65.8% | Reduced |
| Gillespie Robinson & Grimm Inc | 4,655 | $488.2K | 0.05% | +200+4.5% | Added |
| AlphaCore Capital LLC | 4,612 | $483.6K | 0.08% | −343−6.9% | Reduced |
| Krane Funds Advisors LLC | 4,605 | $483.0K | 0.02% | +4,605 | New |
| Penobscot Investment Management Company, Inc. | 4,600 | $482.4K | 0.07% | −710−13.4% | Reduced |
| Atria Wealth Solutions, Inc. | 4,595 | $481.9K | 0.01% | −92−2.0% | Reduced |
| Essex Savings Bank | 4,545 | $476.6K | 0.16% | −106−2.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,537 | $475.8K | 0.03% | −434−8.7% | Reduced |
| Plimoth Trust Co LLC | 4,531 | $475.2K | 0.15% | −255−5.3% | Reduced |
| Dakota Wealth Management | 4,501 | $472.0K | 0.02% | +2,709+151.2% | Added |
| Sit Investment Associates Inc | 4,500 | $472.0K | 0.01% | −2,450−35.3% | Reduced |
| Twelve Points Wealth Management LLC | 4,500 | $471.9K | 0.23% | +297+7.1% | Added |
| NVWM, LLC | 4,479 | $469.7K | 0.15% | +52+1.2% | Added |
| Vestcor Inc | 4,454 | $467.0K | 0.02% | −8,048−64.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,451 | $467.0K | 0.00% | +114+2.6% | Added |
| Gladstone Institutional Advisory LLC | 4,444 | $466.0K | 0.03% | −10.0% | Reduced |
| Brown Brothers Harriman & Co | 4,394 | $460.8K | 0.00% | +3,828+676.3% | Added |
| Trust Co of Toledo NA | 4,368 | $458.1K | 0.09% | +2,030+86.8% | Added |
| Moors & Cabot, Inc. | 4,367 | $458.0K | 0.03% | −550−11.2% | Reduced |
| FDx Advisors, Inc. | 4,336 | $455.0K | 0.04% | +4,336 | New |
| Compass Ion Advisors, LLC | 4,338 | $454.9K | 0.08% | +4,338 | New |
| Wealth Alliance Advisory Group, LLC | 4,326 | $453.7K | 0.13% | −287−6.2% | Reduced |
| Longfellow Investment Management Co LLC | 4,318 | $452.8K | 0.12% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 4,310 | $452.0K | 0.03% | +80+1.9% | Added |
| IFP Advisors, Inc | 4,305 | $451.4K | 0.02% | −397−8.4% | Reduced |
| WBH Advisory Inc | 4,295 | $450.4K | 0.06% | −150−3.4% | Reduced |
| Midwest Financial Group LLC | 4,266 | $447.0K | 0.38% | +10.0% | Added |
| Heritage Trust Co | 4,254 | $446.1K | 0.07% | −74−1.7% | Reduced |
| Arden Trust Co | 4,251 | $445.8K | 0.07% | +4,251 | New |
| Resources Investment Advisors, LLC. | 4,207 | $441.2K | 0.01% | +307+7.9% | Added |
| Fortune Financial Advisors, LLC | 4,130 | $433.1K | 0.33% | +9+0.2% | Added |
| Vident Advisory, LLC | 4,104 | $430.4K | 0.01% | +4,104 | New |
| Bridges Investment Management Inc | 4,046 | $424.3K | 0.02% | −15,082−78.8% | Reduced |
| RSM US Wealth Management LLC | 4,046 | $424.3K | 0.02% | +4,046 | New |
| Veriti Management LLC | 4,037 | $423.4K | 0.05% | +294+7.9% | Added |
| Signaturefd, LLC | 4,028 | $422.4K | 0.01% | −320−7.4% | Reduced |
| Ossiam | 4,019 | $421.5K | 0.01% | −447−10.0% | Reduced |
| Bryn Mawr Trust Co | 4,018 | $421.4K | 0.02% | +14+0.3% | Added |
| Peachtree Investment Partners, LLC | 4,013 | $420.8K | 0.21% | +15+0.4% | Added |
| Private Trust Co NA | 3,964 | $415.7K | 0.05% | −53−1.3% | Reduced |
| National Asset Management, Inc. | 3,958 | $415.1K | 0.01% | +151+4.0% | Added |
| Madison Wealth Management | 3,915 | $410.6K | 0.09% | −1,074−21.5% | Reduced |
| Summit Financial, LLC | 3,900 | $409.0K | 0.03% | −160−3.9% | Reduced |
| Rossmore Private Capital | 3,880 | $406.9K | 0.06% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 3,847 | $403.4K | 0.10% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,942 | $401.4K | 0.02% | +24+0.6% | Added |
| Hazlett, Burt & Watson, Inc. | 3,833 | $401.0K | 0.30% | +10.0% | Added |
| Morningstar Investment Management LLC | 3,828 | $401.0K | 0.06% | +402+11.7% | Added |
| CenterStar Asset Management, LLC | 3,824 | $400.9K | 1.08% | +3,824 | New |
| Rathbone Brothers plc | 3,820 | $400.6K | 0.00% | +3,820 | New |
| Court Place Advisors, LLC | 3,790 | $397.5K | 0.14% | −529−12.2% | Reduced |
| Siemens Fonds Invest GmbH | 3,789 | $397.4K | 0.04% | −1,348−26.2% | Reduced |
| Northcape Wealth Management, LLC | 3,785 | $396.9K | 0.15% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 3,630 | $380.7K | 0.06% | +3,630 | New |
| Prairie Sky Financial Group LLC | 3,609 | $378.5K | 0.27% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,599 | $377.4K | 0.01% | −84−2.3% | Reduced |
| Evergreen Capital Management LLC | 3,558 | $373.1K | 0.02% | −34−0.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,527 | $369.9K | 0.07% | +460+15.0% | Added |
| Dorsey & Whitney Trust CO LLC | 3,521 | $369.2K | 0.03% | +351+11.1% | Added |
| Cullinan Associates Inc | 3,504 | $367.5K | 0.02% | −2,000−36.3% | Reduced |
| Simmons Bank | 3,503 | $367.4K | 0.03% | +656+23.0% | Added |
| Aquatic Capital Management LLC | 3,500 | $367.0K | 0.02% | −5,000−58.8% | Reduced |
| LaFleur & Godfrey LLC | 3,460 | $362.9K | 0.06% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 3,456 | $362.4K | 0.13% | +235+7.3% | Added |
| Coldstream Capital Management Inc | 3,398 | $356.3K | 0.01% | +1,314+63.1% | Added |
| Sawtooth Solutions, LLC | 3,391 | $355.7K | 0.01% | +112+3.4% | Added |
| Bleakley Financial Group, LLC | 3,391 | $355.7K | 0.01% | +112+3.4% | Added |
| Main Street Financial Solutions, LLC | 3,380 | $354.5K | 0.05% | +72+2.2% | Added |
| Capital Investment Advisory Services, LLC | 3,379 | $354.4K | 0.04% | +3,379 | New |