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 |
|---|---|---|---|---|---|
| Golden State Equity Partners | 607 | $54.7K | 0.00% | +607 | New |
| Security National Bank | 600 | $54.1K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 599 | $54.0K | 0.01% | +566+1,715.2% | Added |
| Onefund, LLC | 599 | $53.8K | 0.03% | −34−5.4% | Reduced |
| North Star Investment Management Corp. | 587 | $52.9K | 0.00% | +40+7.3% | Added |
| Quest 10 Wealth Builders, Inc. | 579 | $52.2K | 0.05% | +99+20.6% | Added |
| JFS Wealth Advisors, LLC | 543 | $48.9K | 0.00% | −9−1.6% | Reduced |
| Addison Advisors LLC | 534 | $48.1K | 0.01% | +81+17.9% | Added |
| Atlantic Trust, LLC | 501 | $45.2K | 0.01% | −243−32.7% | Reduced |
| Bogart Wealth, LLC | 488 | $44.0K | 0.00% | +9+1.9% | Added |
| GW&K Investment Management, LLC | 471 | $42.0K | 0.00% | +86+22.3% | Added |
| AdvisorNet Financial, Inc | 462 | $41.6K | 0.00% | +341+281.8% | Added |
| Sachetta, LLC | 435 | $39.2K | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 426 | $38.4K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 427 | $38.4K | 0.02% | +4+0.9% | Added |
| Evermay Wealth Management LLC | 415 | $37.4K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 388 | $35.0K | 0.01% | +2+0.5% | Added |
| Root Financial Partners, LLC | 387 | $34.9K | 0.00% | +16+4.3% | Added |
| Quent Capital, LLC | 384 | $34.6K | 0.00% | −41−9.6% | Reduced |
| Tiaa Trust, National Association | 384 | $34.6K | 0.00% | −3,327−89.7% | Reduced |
| Silvant Capital Management LLC | 381 | $34.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 375 | $33.8K | 0.01% | +75+25.0% | Added |
| Heritage Wealth Advisors | 374 | $33.7K | 0.00% | +374 | New |
| Signature Resources Capital Management, LLC | 366 | $33.0K | 0.02% | −8−2.1% | Reduced |
| Parkside Financial Bank & Trust | 361 | $32.5K | 0.00% | +14+4.0% | Added |
| Clean Yield Group | 351 | $31.6K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 350 | $31.6K | 0.00% | −38−9.8% | Reduced |
| Bangor Savings Bank | 350 | $31.5K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 350 | $31.5K | 0.01% | +350 | New |
| TD Waterhouse Canada Inc. | 347 | $31.2K | 0.00% | −39−10.1% | Reduced |
| Perkins Coie Trust Co | 345 | $31.1K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 341 | $30.7K | 0.00% | −441−56.4% | Reduced |
| TD Private Client Wealth LLC | 335 | $30.2K | 0.00% | +78+30.4% | Added |
| Canton Hathaway, LLC | 300 | $27.0K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 296 | $26.7K | 0.02% | −134−31.2% | Reduced |
| WealthCollab, LLC | 277 | $25.0K | 0.01% | +97+53.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 263 | $23.7K | 0.01% | −19−6.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 256 | $23.1K | 0.00% | +24+10.3% | Added |
| Capital Advisors, Ltd. LLC | 253 | $23.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 250 | $22.5K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 254 | $22.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 242 | $21.8K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 239 | $21.5K | 0.01% | +239 | New |
| CoreCap Advisors, LLC | 228 | $20.6K | 0.00% | +4+1.8% | Added |
| Eastern Bank | 223 | $20.1K | 0.00% | +16+7.7% | Added |
| Bank of New Hampshire | 220 | $19.8K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 219 | $19.7K | 0.00% | 00.0% | Unchanged |
| Avanza Fonder AB | 217 | $19.6K | 0.00% | +101+87.1% | Added |
| Salomon & Ludwin, LLC | 214 | $19.3K | 0.00% | +42+24.4% | Added |
| Keating Financial Advisory Services, Inc. | 211 | $19.0K | 0.00% | −1−0.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 209 | $18.8K | 0.00% | +2+1.0% | Added |
| Bank & Trust Co | 206 | $18.6K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 205 | $18.5K | 0.01% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 200 | $18.0K | 0.02% | −200−50.0% | Reduced |
| Monetary Management Group Inc | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 196 | $17.7K | 0.00% | −5−2.5% | Reduced |
| Crewe Advisors LLC | 195 | $17.6K | 0.00% | +81+71.1% | Added |
| Highline Wealth Partners LLC | 193 | $17.4K | 0.00% | +114+144.3% | Added |
| Smithfield Trust Co | 185 | $17.0K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 187 | $16.9K | 0.01% | +187 | New |
| Asset Dedication, LLC | 186 | $16.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 183 | $16.5K | 0.00% | +77+72.6% | Added |
| Dorato Capital Management | 175 | $16.1K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 175 | $15.8K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 174 | $15.7K | 0.00% | +29+20.0% | Added |
| Bruce G. Allen Investments, LLC | 173 | $15.6K | 0.01% | −13−7.0% | Reduced |
| North Ridge Wealth Advisors, Inc. | 160 | $14.4K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 155 | $14.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 154 | $13.9K | 0.00% | −3−1.9% | Reduced |
| Godfrey Financial Associates, Inc. | 152 | $13.7K | 0.01% | +150+7,500.0% | Added |
| Sound Income Strategies, LLC | 152 | $13.6K | 0.00% | −148−49.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $13.5K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 150 | $13.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 146 | $13.2K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 140 | $12.6K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 140 | $12.6K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 139 | $12.5K | 0.00% | +139 | New |
| Lodestone Wealth Management LLC | 136 | $12.3K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 128 | $11.4K | 0.00% | +128 | New |
| Marquette Asset Management, LLC | 118 | $10.6K | 0.00% | +118 | New |
| Wilkerson Advisory Group LLC | 116 | $10.5K | 0.00% | +116 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 103 | $9.28K | 0.00% | +103 | New |
| Legacy Wealth Managment, LLC | 101 | $9.11K | 0.00% | −42−29.4% | Reduced |
| TFC Financial Management | 101 | $9.11K | 0.00% | +100+10,000.0% | Added |
| First Horizon Corp | 100 | $9.01K | 0.00% | −500−83.3% | Reduced |
| Eukles Asset Management | 100 | $9.01K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $9.01K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 100 | $9.01K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 97 | $8.74K | 0.00% | +97 | New |
| POM Investment Strategies, LLC | 88 | $7.93K | 0.01% | +57+183.9% | Added |
| Kemnay Advisory Services Inc. | 86 | $7.75K | 0.00% | +86 | New |
| Abound Wealth Management | 84 | $7.56K | 0.00% | +51+154.5% | Added |
| Millstone Evans Group, LLC | 83 | $7.48K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 82 | $7.39K | 0.00% | +82 | New |
| Signature Equity Partners, LLC | 81 | $7.30K | 0.00% | −165−67.1% | Reduced |
| Ancora Advisors, LLC | 80 | $7.21K | 0.00% | +41+105.1% | Added |