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, Q1 2026
Institutional positions in Price T Rowe Group Inc as of Mar 31, 2026. 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
- 1,094
- −15 vs. Q4 2025
- Shares held
- 186.6M
- +31.4M (+20.2%) vs. Q4 2025
- Total value
- $16.8B
- +$941.9M (+5.9%) vs. Q4 2025
- New holders
- 111
- 429 more added
- Sold out
- 126
- 378 more reduced
19 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 743 | $67.0K | 0.01% | −153−17.1% | Reduced |
| Financial Consulate, Inc | 757 | $68.2K | 0.01% | −9−1.2% | Reduced |
| Ronald Blue Trust, Inc. | 775 | $69.9K | 0.00% | −8−1.0% | Reduced |
| Valley National Advisers Inc | 825 | $74.0K | 0.01% | −57−6.5% | Reduced |
| Winthrop Capital Management, LLC | 822 | $74.0K | 0.02% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 840 | $75.7K | 0.06% | +840 | New |
| Credit Industriel Et Commercial | 848 | $76.4K | 0.01% | −18,177−95.5% | Reduced |
| Kingdom Financial Group LLC. | 941 | $84.8K | 0.02% | +383+68.6% | Added |
| Lloyd Advisory Services, LLC. | 941 | $84.8K | 0.02% | +941 | New |
| Geneos Wealth Management Inc. | 945 | $85.2K | 0.00% | +339+55.9% | Added |
| Wealth Enhancement Trust Services, Inc. | 949 | $85.5K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 950 | $85.6K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 971 | $87.0K | 0.06% | −1,177−54.8% | Reduced |
| Maseco LLP | 975 | $87.9K | 0.00% | +14+1.5% | Added |
| Thompson Investment Management, Inc. | 1,000 | $90.1K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,018 | $91.8K | 0.05% | +255+33.4% | Added |
| MidFirst Bank | 1,020 | $91.9K | 0.01% | +20+2.0% | Added |
| Bartlett & Co. Wealth Management LLC | 896 | $92.4K | 0.00% | −856−48.9% | Reduced |
| TIAA Wealth Investment Management LLC | 1,033 | $93.1K | 0.00% | +1,033 | New |
| Massmutual Trust Co FSB | 1,051 | $94.7K | 0.00% | −8−0.8% | Reduced |
| Whittier Trust Co | 1,200 | $107.2K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,246 | $112.3K | 0.02% | −8−0.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,251 | $112.8K | 0.00% | +1,251 | New |
| McMillan Office, Inc. | 1,252 | $112.9K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,364 | $123.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,419 | $128.0K | 0.00% | +663+87.7% | Added |
| Private Trust Co NA | 1,426 | $128.5K | 0.01% | −1,129−44.2% | Reduced |
| Rossby Financial, LCC | 1,436 | $129.1K | 0.03% | +58+4.2% | Added |
| RWM Asset Management, LLC | 1,484 | $133.8K | 0.01% | +1,484 | New |
| Colonial Trust Co | 1,514 | $136.5K | 0.02% | −27−1.8% | Reduced |
| Versant Capital Management, Inc | 1,587 | $143.1K | 0.01% | −443−21.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,597 | $144.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,702 | $153.4K | 0.03% | +651+61.9% | Added |
| Quadrant Capital Group LLC | 1,753 | $158.0K | 0.00% | +563+47.3% | Added |
| Virtus ETF Advisers LLC | 1,819 | $164.0K | 0.08% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,900 | $171.3K | 0.01% | +700+58.3% | Added |
| Main Street Group, LTD | 1,920 | $173.1K | 0.05% | +1,920 | New |
| Manchester Capital Management LLC | 1,929 | $173.9K | 0.03% | −275−12.5% | Reduced |
| Caldwell Trust Co | 1,977 | $178.2K | 0.02% | −433−18.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,993 | $179.6K | 0.01% | +319+19.1% | Added |
| Hazlett, Burt & Watson, Inc. | 2,007 | $180.0K | 0.06% | −100−4.7% | Reduced |
| Operose Advisors LLC | 2,000 | $180.3K | 0.04% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,012 | $181.3K | 0.01% | −359−15.1% | Reduced |
| SBI Securities Co., Ltd. | 2,040 | $183.9K | 0.01% | +778+61.6% | Added |
| Park Place Capital Corp | 2,054 | $185.1K | 0.04% | +2,038+12,737.5% | Added |
| Plimoth Trust Co LLC | 2,219 | $200.0K | 0.04% | −393−15.0% | Reduced |
| Patton Fund Management, Inc. | 2,220 | $200.1K | 0.03% | 00.0% | Unchanged |
| DC Investments Management, LLC | 2,222 | $200.3K | 0.08% | +2,222 | New |
| Martingale Asset Management L P | 2,236 | $201.6K | 0.01% | −5,956−72.7% | Reduced |
| CWA Asset Management Group, LLC | 2,252 | $203.0K | 0.01% | −1,066−32.1% | Reduced |
| Banque Cantonale Vaudoise | 2,252 | $203.0K | 0.01% | +2,252 | New |
| Astoria Portfolio Advisors LLC. | 2,016 | $204.4K | 0.04% | +2,016 | New |
| Mather Group, LLC. | 2,275 | $205.1K | 0.00% | −137,069−98.4% | Reduced |
| Federated Hermes, Inc. | 2,278 | $205.3K | 0.00% | +153+7.2% | Added |
| Fairview Capital Investment Management, LLC | 2,281 | $205.6K | 0.01% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 2,300 | $207.3K | 0.09% | 00.0% | Unchanged |
| PCB Capital LLC | 2,309 | $208.2K | 0.33% | +2+0.1% | Added |
| Regal Investment Advisors LLC | 2,331 | $210.1K | 0.01% | +2,331 | New |
| Transcend Wealth Collective, LLC | 2,342 | $211.1K | 0.02% | −426−15.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 2,348 | $211.6K | 0.01% | −32−1.3% | Reduced |
| Soltis Investment Advisors LLC | 2,351 | $211.9K | 0.01% | +84+3.7% | Added |
| RFG Advisory, LLC | 2,358 | $212.5K | 0.00% | +191+8.8% | Added |
| Aft, Forsyth & Company, Inc. | 2,360 | $212.7K | 0.10% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2,363 | $213.0K | 0.03% | −724−23.5% | Reduced |
| Sit Investment Associates Inc | 2,375 | $214.0K | 0.00% | 00.0% | Unchanged |
| United Advisor Group, LLC | 2,379 | $214.4K | 0.03% | +113+5.0% | Added |
| AlphaCore Capital LLC | 2,388 | $215.2K | 0.01% | −1,015−29.8% | Reduced |
| Evoke Wealth, LLC | 2,392 | $215.6K | 0.00% | −1,151−32.5% | Reduced |
| South Dakota Investment Council | 2,398 | $216.0K | 0.00% | 00.0% | Unchanged |
| Lincoln Capital LLC | 2,406 | $216.9K | 0.04% | 00.0% | Unchanged |
| CX Institutional | 2,413 | $217.0K | 0.01% | −169−6.5% | Reduced |
| Plan Group Financial, LLC | 2,408 | $217.1K | 0.05% | +2,408 | New |
| Presilium Private Wealth, LLC | 2,412 | $217.4K | 0.04% | −11−0.5% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,415 | $217.7K | 0.04% | 00.0% | Unchanged |
| Tiaa-Cref Individual & Institutional Services, LLC | 2,417 | $217.9K | 0.00% | +2,417 | New |
| Checchi Capital Advisers, LLC | 2,420 | $218.1K | 0.01% | +2,420 | New |
| TCI Wealth Advisors, Inc. | 2,421 | $218.2K | 0.01% | −29−1.2% | Reduced |
| Independent Financial Group, LLC | 2,435 | $219.5K | 0.00% | −563−18.8% | Reduced |
| Evolve Private Wealth, LLC | 2,446 | $220.5K | 0.01% | −670−21.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,462 | $221.9K | 0.01% | −2,828−53.5% | Reduced |
| Trust Asset Management LLC | 2,469 | $222.6K | 0.02% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 2,472 | $223.0K | 0.00% | −71−2.8% | Reduced |
| Apriem Advisors | 2,477 | $223.3K | 0.02% | −1,472−37.3% | Reduced |
| Smartleaf Asset Management LLC | 2,525 | $224.9K | 0.01% | −56−2.2% | Reduced |
| Thayer Partners, LLC | 2,496 | $225.0K | 0.11% | +38+1.5% | Added |
| Iron Financial, LLC | 2,497 | $225.1K | 0.10% | +454+22.2% | Added |
| Rathbone Brothers plc | 2,500 | $225.3K | 0.00% | 00.0% | Unchanged |
| JMN Financial LLC | 2,522 | $227.3K | 0.22% | +2,522 | New |
| Oslo Pensjonsforsikring AS | 2,532 | $228.2K | 0.04% | +2,532 | New |
| TL Private Wealth | 2,500 | $228.7K | 0.09% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 2,567 | $231.0K | 0.07% | −400−13.5% | Reduced |
| Kera Capital Partners, Inc. | 2,576 | $232.2K | 0.03% | −2,392−48.1% | Reduced |
| Moody National Bank Trust Division | 2,580 | $232.6K | 0.02% | −804−23.8% | Reduced |
| S-Bank Fund Management Ltd | 2,587 | $233.2K | 0.03% | −96−3.6% | Reduced |
| Verition Fund Management LLC | 2,590 | $233.5K | 0.00% | −15,610−85.8% | Reduced |
| Cullinan Associates Inc | 2,600 | $234.4K | 0.02% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 2,606 | $234.9K | 0.03% | +26+1.0% | Added |
| Joule Financial, LLC | 2,608 | $235.1K | 0.07% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 2,625 | $236.6K | 0.07% | −490−15.7% | Reduced |
| Paulson Wealth Management Inc. | 2,643 | $238.2K | 0.06% | +367+16.1% | Added |