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 |
|---|---|---|---|---|---|
| Nicolet Bankshares Inc | 3,378 | $354.3K | 0.11% | +67+2.0% | Added |
| Retirement Planning Co of New England, Inc. | 3,344 | $350.7K | 0.20% | −435−11.5% | Reduced |
| Avantax Advisory Services, Inc. | 3,343 | $350.5K | 0.00% | −2,860−46.1% | Reduced |
| Wesbanco Bank Inc | 3,327 | $348.9K | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,313 | $347.4K | 0.02% | −736−18.2% | Reduced |
| Evoke Wealth, LLC | 3,296 | $345.7K | 0.01% | +70+2.2% | Added |
| Tiaa Trust, National Association | 3,287 | $344.7K | 0.00% | +3,287 | New |
| Garden State Investment Advisory Services LLC | 3,251 | $341.3K | 0.16% | +429+15.2% | Added |
| Excalibur Management Corp | 3,233 | $339.1K | 0.18% | +53+1.7% | Added |
| Bridgewater Associates, LP | 3,225 | $338.2K | 0.00% | +3,225 | New |
| Walleye Trading LLC | 3,212 | $336.8K | 0.01% | −6,170−65.8% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,209 | $336.5K | 0.05% | +286+9.8% | Added |
| Leavell Investment Management, Inc. | 3,192 | $335.0K | 0.02% | 00.0% | Unchanged |
| New Republic Capital, LLC | 3,179 | $333.4K | 0.27% | +12+0.4% | Added |
| DMG Group, LLC | 3,175 | $333.0K | 0.34% | +419+15.2% | Added |
| Capstone Triton Financial Group, LLC | 3,169 | $332.3K | 0.24% | +3,169 | New |
| RMB Capital Management, LLC | 3,163 | $331.8K | 0.01% | +82+2.7% | Added |
| V-Square Quantitative Management LLC | 3,150 | $330.3K | 0.15% | +1,771+128.4% | Added |
| HBK Sorce Advisory LLC | 3,149 | $330.2K | 0.01% | +15+0.5% | Added |
| Oppenheimer Asset Management Inc. | 3,147 | $330.0K | 0.01% | −3−0.1% | Reduced |
| Clear Harbor Asset Management, LLC | 3,140 | $329.3K | 0.03% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 3,139 | $329.2K | 0.56% | +3,139 | New |
| Nilsine Partners, LLC | 3,128 | $328.0K | 0.05% | −12−0.4% | Reduced |
| Marino, Stram & Associates LLC | 3,090 | $324.0K | 0.09% | +44+1.4% | Added |
| Wimmer Associates 1, LLC | 3,085 | $323.5K | 0.20% | −165−5.1% | Reduced |
| Joule Financial, LLC | 3,065 | $321.4K | 0.16% | +435+16.5% | Added |
| Emerald Advisers, LLC | 3,061 | $321.0K | 0.02% | +1,034+51.0% | Added |
| SlateStone Wealth, LLC | 3,065 | $321.0K | 0.05% | +3,065 | New |
| Integrated Wealth Concepts LLC | 3,047 | $319.5K | 0.01% | +15+0.5% | Added |
| Blueshift Asset Management, LLC | 3,041 | $318.9K | 0.19% | +3,041 | New |
| Meeder Advisory Services, Inc. | 3,041 | $318.9K | 0.04% | −618−16.9% | Reduced |
| Roberts Glore & Co Inc | 3,033 | $318.1K | 0.11% | −225−6.9% | Reduced |
| Sheets Smith Wealth Management | 3,025 | $317.2K | 0.05% | +24+0.8% | Added |
| Arrow Financial Corp | 2,978 | $312.3K | 0.04% | −344−10.4% | Reduced |
| Central Trust Co | 2,973 | $311.8K | 0.01% | −264−8.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,973 | $311.8K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,966 | $311.0K | 0.15% | −184−5.8% | Reduced |
| Revisor Wealth Management LLC | 2,962 | $310.6K | 0.26% | +534+22.0% | Added |
| Financial Advocates Investment Management | 2,924 | $306.6K | 0.02% | −1,201−29.1% | Reduced |
| Boston Private Wealth LLC | 2,892 | $303.3K | 0.01% | −144−4.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,967 | $303.1K | 0.04% | 00.0% | Unchanged |
| Lane & Associates LLC | 2,864 | $300.3K | 0.24% | +20+0.7% | Added |
| DGS Capital Management, LLC | 2,846 | $298.5K | 0.15% | +212+8.0% | Added |
| Tortoise Investment Management, LLC | 2,819 | $295.6K | 0.04% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,813 | $295.0K | 0.08% | +131+4.9% | Added |
| Encompass Wealth Advisors, LLC | 2,800 | $293.6K | 0.10% | −200−6.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,782 | $291.7K | 0.05% | −65−2.3% | Reduced |
| Sandy Spring Bank | 2,775 | $291.0K | 0.02% | −824−22.9% | Reduced |
| Sequoia Financial Advisors, LLC | 2,767 | $290.1K | 0.01% | −75−2.6% | Reduced |
| TFG Advisers LLC | 2,742 | $287.6K | 0.14% | −14−0.5% | Reduced |
| TCI Wealth Advisors, Inc. | 2,742 | $287.6K | 0.04% | +32+1.2% | Added |
| MTM Investment Management, LLC | 2,726 | $285.9K | 0.14% | +28+1.0% | Added |
| Fluent Financial, LLC | 2,721 | $285.3K | 0.15% | −59−2.1% | Reduced |
| Hollencrest Capital Management | 2,698 | $282.9K | 0.03% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 2,675 | $280.5K | 0.09% | 00.0% | Unchanged |
| Spire Wealth Management | 2,657 | $278.6K | 0.01% | −988−27.1% | Reduced |
| GW Henssler & Associates Ltd | 2,649 | $277.8K | 0.02% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 2,627 | $275.5K | 0.01% | −219−7.7% | Reduced |
| Trust Asset Management LLC | 2,607 | $273.4K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 2,582 | $270.8K | 0.01% | +2,582 | New |
| F/M Investments LLC | 2,575 | $270.0K | 0.20% | +11+0.4% | Added |
| Etesian Wealth Advisors, Inc. | 2,562 | $268.7K | 0.18% | −124−4.6% | Reduced |
| Profund Advisors LLC | 2,547 | $267.1K | 0.01% | −72−2.7% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,496 | $261.8K | 0.10% | −462−15.6% | Reduced |
| Smith Shellnut Wilson LLC | 2,492 | $261.3K | 0.16% | 00.0% | Unchanged |
| TL Private Wealth | 2,500 | $260.1K | 0.15% | 00.0% | Unchanged |
| Insight Folios Inc | 2,468 | $258.8K | 0.13% | −191−7.2% | Reduced |
| Graypoint LLC | 2,448 | $256.7K | 0.02% | +630+34.7% | Added |
| Balentine LLC | 2,447 | $256.6K | 0.01% | +366+17.6% | Added |
| Woodstock Corp | 2,445 | $256.4K | 0.03% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 2,435 | $255.3K | 0.10% | +2,435 | New |
| Cooper Financial Group | 2,414 | $253.2K | 0.06% | +2,414 | New |
| Presilium Private Wealth, LLC | 2,412 | $252.9K | 0.08% | 00.0% | Unchanged |
| Lincoln Capital LLC | 2,406 | $252.3K | 0.07% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,396 | $251.3K | 0.01% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 2,390 | $251.0K | 0.05% | −875−26.8% | Reduced |
| ICW Investment Advisors LLC | 2,387 | $250.3K | 0.13% | +301+14.4% | Added |
| Financial Management Network Inc | 2,447 | $249.2K | 0.08% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,359 | $247.0K | 0.06% | −312−11.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,344 | $245.8K | 0.09% | +2,344 | New |
| Soltis Investment Advisors LLC | 2,336 | $245.0K | 0.03% | −21,478−90.2% | Reduced |
| Patton Albertson Miller Group, LLC | 2,334 | $244.8K | 0.05% | −60−2.5% | Reduced |
| V Wealth Advisors LLC | 2,329 | $244.3K | 0.20% | −1,964−45.7% | Reduced |
| Liberty Capital Management, Inc. | 2,329 | $244.2K | 0.07% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 2,324 | $243.7K | 0.03% | −2−0.1% | Reduced |
| Avidian Wealth Solutions, LLC | 2,314 | $242.7K | 0.02% | +2+0.1% | Added |
| Hoxton Planning & Management, LLC | 2,307 | $242.0K | 0.16% | −194−7.8% | Reduced |
| Cornerstone Wealth Management, LLC | 2,302 | $241.3K | 0.02% | −105−4.4% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 2,300 | $241.2K | 0.22% | 00.0% | Unchanged |
| Blossom Wealth Management | 2,289 | $240.0K | 0.77% | +55+2.5% | Added |
| Checchi Capital Advisers, LLC | 2,272 | $238.3K | 0.02% | −178−7.3% | Reduced |
| Wedmont Private Capital | 2,288 | $238.0K | 0.02% | −1,357−37.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,258 | $236.8K | 0.02% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 2,240 | $234.9K | 0.03% | +2,240 | New |
| Phoenix Wealth Advisors | 2,197 | $230.4K | 0.14% | +29+1.3% | Added |
| Benjamin Edwards Inc | 2,191 | $230.0K | 0.05% | −221−9.2% | Reduced |
| Jacobi Capital Management LLC | 2,191 | $229.8K | 0.03% | +72+3.4% | Added |
| XTX Topco Ltd | 2,187 | $229.4K | 0.04% | +2,187 | New |
| PGGM Investments | 2,164 | $227.0K | 0.00% | +732+51.1% | Added |
| CAPROCK Group, Inc. | 2,150 | $225.5K | 0.02% | +32+1.5% | Added |