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 |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 2,643 | $238.2K | 0.04% | +2,643 | New |
| Gateway Wealth Partners, LLC | 2,649 | $238.8K | 0.01% | +2,649 | New |
| Modera Wealth Management, LLC | 2,667 | $240.4K | 0.00% | −16−0.6% | Reduced |
| LCNB Corp | 2,668 | $240.5K | 0.08% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 2,675 | $241.1K | 0.03% | +45+1.7% | Added |
| Hollencrest Capital Management | 2,698 | $243.2K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 2,704 | $243.7K | 0.00% | +2,704 | New |
| Accel Wealth Management | 2,709 | $244.2K | 0.06% | −121−4.3% | Reduced |
| Coastline Trust Co | 2,720 | $245.2K | 0.02% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 2,730 | $246.0K | 0.12% | +102+3.9% | Added |
| Alchemi Wealth, LLC | 2,730 | $246.1K | 0.14% | +74+2.8% | Added |
| Leonteq Securities AG | 2,731 | $246.2K | 0.01% | +1,945+247.5% | Added |
| Essex Savings Bank | 2,738 | $246.8K | 0.05% | −103−3.6% | Reduced |
| Revisor Wealth Management LLC | 2,770 | $249.8K | 0.07% | +221+8.7% | Added |
| Clifford Swan Investment Counsel LLC | 2,773 | $250.0K | 0.01% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 2,774 | $250.0K | 0.17% | −310−10.1% | Reduced |
| Traub Capital Management LLC | 2,790 | $251.5K | 0.25% | +180+6.9% | Added |
| Xxi Wealth, LLC | 2,800 | $252.4K | 0.14% | +2,800 | New |
| Vise Technologies, Inc. | 2,477 | $253.6K | 0.00% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2,821 | $254.3K | 0.06% | +122+4.5% | Added |
| Quantum Financial Advisors, LLC | 2,840 | $256.0K | 0.03% | −286−9.1% | Reduced |
| Cushing Capital Partners, LLC | 2,842 | $256.2K | 0.20% | −2,813−49.7% | Reduced |
| Rockefeller Capital Management L.P. | 2,855 | $257.4K | 0.00% | −667−18.9% | Reduced |
| Compton Financial Group, LLC | 2,892 | $260.7K | 0.06% | +45+1.6% | Added |
| Groupama Asset Managment | 2,893 | $260.8K | 0.00% | −5,684−66.3% | Reduced |
| Scotia Capital Inc. | 2,894 | $260.9K | 0.00% | +643+28.6% | Added |
| BankPlus Trust Department | 2,899 | $261.3K | 0.07% | 00.0% | Unchanged |
| Strategic Advisors LLC | 2,900 | $261.4K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,908 | $262.1K | 0.02% | +74+2.6% | Added |
| TCG Advisory Services, LLC | 2,916 | $262.8K | 0.01% | +434+17.5% | Added |
| Prospera Financial Services Inc | 2,921 | $263.5K | 0.00% | −580−16.6% | Reduced |
| Personal Cfo Solutions, LLC | 2,939 | $264.9K | 0.04% | −88−2.9% | Reduced |
| GTS Securities LLC | 2,945 | $265.5K | 0.01% | −347−10.5% | Reduced |
| Enterprise Financial Services Corp | 2,950 | $265.9K | 0.13% | +2,950 | New |
| Saratoga Research & Investment Management | 2,977 | $268.3K | 0.02% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 3,000 | $270.4K | 0.05% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 3,000 | $270.4K | 0.01% | +3,000 | New |
| Wealth Group, Ltd. | 3,002 | $271.0K | 0.25% | +2+0.1% | Added |
| GW Henssler & Associates Ltd | 3,025 | $272.7K | 0.01% | −1,493−33.0% | Reduced |
| StoneX Group Inc. | 3,050 | $274.9K | 0.01% | +1,001+48.9% | Added |
| Sun Financial Inc | 2,692 | $275.7K | 0.14% | −59−2.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 3,069 | $276.6K | 0.01% | −6,973−69.4% | Reduced |
| Hantz Financial Services, Inc. | 3,075 | $277.0K | 0.00% | +1,735+129.5% | Added |
| VestGen Advisors, LLC | 2,703 | $278.0K | 0.01% | +2,703 | New |
| Gen-Wealth Partners Inc | 3,096 | $279.1K | 0.09% | +152+5.2% | Added |
| Kathmere Capital Management, LLC | 3,097 | $279.2K | 0.02% | +3,097 | New |
| Sound Financial Strategies Group, LLC | 3,105 | $279.9K | 0.19% | −2,542−45.0% | Reduced |
| First Bank & Trust | 3,107 | $280.1K | 0.05% | −1,000−24.3% | Reduced |
| River Wealth Advisors LLC | 3,121 | $281.3K | 0.03% | −400−11.4% | Reduced |
| Clear Street Markets LLC | 3,136 | $282.7K | 0.14% | −2,787−47.1% | Reduced |
| Modern Wealth Management, LLC | 3,147 | $282.8K | 0.00% | −840−21.1% | Reduced |
| BCJ Capital Management, LLC | 3,162 | $285.0K | 0.02% | −1,858−37.0% | Reduced |
| Brown Miller Wealth Management, LLC | 3,163 | $285.1K | 0.08% | +936+42.0% | Added |
| Horizon Advisory Services, Inc. | 3,193 | $287.8K | 0.15% | −58−1.8% | Reduced |
| WBH Advisory Inc | 3,207 | $288.2K | 0.02% | −531−14.2% | Reduced |
| Baker Ellis Asset Management LLC | 3,200 | $288.4K | 0.03% | +3,200 | New |
| Excalibur Management Corp | 3,202 | $288.7K | 0.10% | +177+5.9% | Added |
| MTM Investment Management, LLC | 3,211 | $289.5K | 0.09% | +44+1.4% | Added |
| Ostrum Asset Management | 3,212 | $289.5K | 0.02% | +2,024+170.4% | Added |
| Bridgewater Advisors Inc. | 2,815 | $290.0K | 0.02% | +2,815 | New |
| Heritage Trust Co | 3,235 | $291.6K | 0.03% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,242 | $292.2K | 0.02% | +164+5.3% | Added |
| Atomi Financial Group, Inc. | 3,248 | $292.8K | 0.01% | +749+30.0% | Added |
| Clear Harbor Asset Management, LLC | 3,253 | $293.3K | 0.02% | +3+0.1% | Added |
| Pallas Capital Advisors LLC | 3,278 | $295.5K | 0.01% | −864−20.9% | Reduced |
| Teacher Retirement System of Texas | 3,289 | $296.5K | 0.00% | −62,548−95.0% | Reduced |
| Founders Financial Securities LLC | 3,241 | $298.7K | 0.02% | −629−16.3% | Reduced |
| Alphadyne Asset Management LP | 3,337 | $300.8K | 0.04% | +3,337 | New |
| RMB Capital Management, LLC | 3,346 | $301.6K | 0.01% | −15−0.4% | Reduced |
| BAM Wealth Management, LLC | 3,363 | $303.1K | 0.23% | +18+0.5% | Added |
| Beacon Financial Group | 3,373 | $304.0K | 0.03% | −17,616−83.9% | Reduced |
| GeoWealth Management, LLC | 3,375 | $304.2K | 0.01% | +3,375 | New |
| Whitener Capital Management, Inc. | 3,385 | $305.2K | 0.07% | +745+28.2% | Added |
| Visionary Horizons, LLC | 3,390 | $305.6K | 0.15% | +5+0.1% | Added |
| Berman McAleer LLC | 3,405 | $306.9K | 0.04% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 3,436 | $309.7K | 0.03% | +3,436 | New |
| Coordinated Financial Services, Inc. | 3,440 | $310.1K | 0.18% | +675+24.4% | Added |
| Carderock Capital Management Inc | 3,450 | $311.0K | 0.08% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 3,460 | $311.9K | 0.01% | +3,460 | New |
| Cornerstone Wealth Management, LLC | 3,468 | $312.6K | 0.02% | +802+30.1% | Added |
| Chicago Partners Investment Group LLC | 3,159 | $316.7K | 0.01% | −515−14.0% | Reduced |
| Oakmont Advisory Group, LLC | 3,517 | $317.1K | 0.32% | +402+12.9% | Added |
| Stratos Wealth Partners, LTD. | 3,526 | $317.9K | 0.00% | −265−7.0% | Reduced |
| HBK Sorce Advisory LLC | 3,024 | $318.5K | 0.01% | +57+1.9% | Added |
| Resources Investment Advisors, LLC. | 3,557 | $320.6K | 0.00% | −577−14.0% | Reduced |
| Keynote Financial Services LLC | 3,575 | $322.3K | 0.17% | +361+11.2% | Added |
| TCW Group Inc | 3,583 | $323.0K | 0.00% | +173+5.1% | Added |
| Central Trust Co | 3,587 | $323.3K | 0.01% | −177−4.7% | Reduced |
| Two Sigma Securities, LLC | 3,593 | $323.9K | 0.04% | −2,975−45.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,526 | $323.9K | 0.11% | −3,016−46.1% | Reduced |
| Purkiss Capital Advisors LLC | 3,604 | $324.9K | 0.14% | +808+28.9% | Added |
| Keystone Financial Group | 3,615 | $325.9K | 0.02% | −90−2.4% | Reduced |
| Signaturefd, LLC | 3,683 | $332.0K | 0.01% | +2,412+189.8% | Added |
| Frec Markets, Inc. | 3,687 | $332.3K | 0.06% | +3,687 | New |
| Trust Co of Toledo NA | 3,688 | $332.4K | 0.03% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 3,719 | $335.2K | 0.02% | +777+26.4% | Added |
| Concurrent Investment Advisors, LLC | 3,730 | $336.2K | 0.00% | +6+0.2% | Added |
| Nexus Investment Management ULC | 3,740 | $337.1K | 0.05% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 3,745 | $337.6K | 0.05% | +869+30.2% | Added |
| LGT Group Foundation | 3,750 | $338.0K | 0.00% | 00.0% | Unchanged |