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, Q2 2026
Institutional positions in Price T Rowe Group Inc as of Jun 30, 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
- 1,171
- +86 vs. Q1 2026
- Shares held
- 190.4M
- +4.05M (+2.2%) vs. Q1 2026
- Total value
- $21.6B
- +$4.83B (+28.7%) vs. Q1 2026
- New holders
- 165
- 436 more added
- Sold out
- 79
- 411 more reduced
9 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealth Enhancement Trust Services, Inc. | 612 | $69.6K | 0.01% | −337−35.5% | Reduced |
| CNB Bank | 628 | $71.4K | 0.03% | −37−5.6% | Reduced |
| Roble, Belko & Company, Inc | 660 | $75.0K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 677 | $77.0K | 0.00% | −10,034−93.7% | Reduced |
| Friedenthal Financial | 683 | $77.7K | 0.04% | +683 | New |
| Kingdom Financial Group LLC. | 684 | $77.8K | 0.02% | −257−27.3% | Reduced |
| FNY Investment Advisers, LLC | 700 | $79.0K | 0.03% | +700 | New |
| Duncker Streett & Co Inc | 700 | $79.6K | 0.01% | −250−26.3% | Reduced |
| DT Investment Partners, LLC | 700 | $79.6K | 0.01% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 703 | $79.9K | 0.04% | +703 | New |
| SJS Investment Consulting Inc. | 703 | $80.0K | 0.01% | +104+17.4% | Added |
| Valley National Advisers Inc | 715 | $81.3K | 0.01% | −110−13.3% | Reduced |
| Evolution Advisers, Inc. | 728 | $82.0K | 0.03% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 736 | $83.7K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 758 | $86.2K | 0.01% | +1+0.1% | Added |
| Allianz SE | 770 | $87.5K | 0.00% | +770 | New |
| Winthrop Capital Management, LLC | 822 | $93.0K | 0.02% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 840 | $95.5K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 840 | $95.6K | 0.00% | +65+8.4% | Added |
| S.A. Mason LLC | 885 | $100.6K | 0.03% | +885 | New |
| Bartlett & Co. Wealth Management LLC | 906 | $103.0K | 0.00% | +10+1.1% | Added |
| Institute for Wealth Management, LLC. | 984 | $111.9K | 0.01% | +984 | New |
| Maseco LLP | 987 | $112.2K | 0.00% | +12+1.2% | Added |
| Thompson Investment Management, Inc. | 1,000 | $113.7K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 1,000 | $113.7K | 0.01% | +1,000 | New |
| MidFirst Bank | 1,020 | $116.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,023 | $116.3K | 0.01% | −954−48.3% | Reduced |
| Whittier Trust Co | 1,011 | $120.4K | 0.00% | −189−15.8% | Reduced |
| Ameriflex Group, Inc. | 1,064 | $121.0K | 0.05% | +46+4.5% | Added |
| Basecamp Wealth Advisors LLC | 1,093 | $124.3K | 0.02% | −153−12.3% | Reduced |
| Massmutual Trust Co FSB | 1,150 | $130.7K | 0.00% | +99+9.4% | Added |
| EverSource Wealth Advisors, LLC | 1,195 | $135.8K | 0.00% | −798−40.0% | Reduced |
| CVA Family Office, LLC | 1,202 | $136.7K | 0.01% | +459+61.8% | Added |
| Cassaday & Co Wealth Management LLC | 1,243 | $141.3K | 0.00% | −8−0.6% | Reduced |
| McMillan Office, Inc. | 1,252 | $142.3K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,279 | $145.4K | 0.01% | −308−19.4% | Reduced |
| Key Financial Inc | 1,345 | $152.9K | 0.03% | −19−1.4% | Reduced |
| Rossby Financial, LCC | 1,412 | $160.5K | 0.03% | −24−1.7% | Reduced |
| Private Trust Co NA | 1,423 | $161.8K | 0.01% | −3−0.2% | Reduced |
| TIAA Wealth Investment Management LLC | 1,446 | $164.5K | 0.00% | +413+40.0% | Added |
| Newbridge Financial Services Group, Inc. | 1,592 | $181.0K | 0.02% | −110−6.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,597 | $181.5K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,658 | $188.0K | 0.05% | −349−17.4% | Reduced |
| Covestor Ltd | 1,697 | $193.0K | 0.11% | +726+74.8% | Added |
| Fukoku Mutual Life Insurance Co | 1,761 | $200.2K | 0.01% | +1,761 | New |
| Wesbanco Bank Inc | 1,769 | $201.1K | 0.01% | +1,769 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 1,775 | $201.8K | 0.03% | +1,775 | New |
| Barnes Wealth Management Group, Inc | 1,779 | $202.3K | 0.09% | +1,779 | New |
| Sentinus, LLC | 1,786 | $203.1K | 0.02% | +1,786 | New |
| Wiregrass Investment Management LLC | 1,793 | $203.9K | 0.14% | +1,793 | New |
| Profund Advisors LLC | 1,797 | $204.3K | 0.01% | +1,797 | New |
| Portside Wealth Group, LLC | 1,805 | $205.2K | 0.02% | +1,805 | New |
| OpenArc Corporate Advisory, LLC | 1,806 | $205.3K | 0.00% | +1,806 | New |
| Harbour Investments, Inc. | 1,807 | $205.4K | 0.00% | +388+27.3% | Added |
| YHB Investment Advisors, Inc. | 1,824 | $207.4K | 0.01% | +1,824 | New |
| Cambient Family Office, LLC | 1,832 | $208.3K | 0.03% | +1,832 | New |
| Central Valley Advisors, LLC | 1,833 | $208.4K | 0.05% | +1,833 | New |
| Virtus ETF Advisers LLC | 1,837 | $208.8K | 0.08% | +18+1.0% | Added |
| Manchester Capital Management LLC | 1,841 | $209.3K | 0.03% | −88−4.6% | Reduced |
| Clearbridge Investments, LLC | 1,853 | $210.7K | 0.00% | +1,853 | New |
| Sowell Financial Services LLC | 1,870 | $212.6K | 0.01% | +1,870 | New |
| Investor's Fiduciary Advisor Network, LLC | 1,882 | $213.0K | 0.07% | −685−26.7% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 1,878 | $213.5K | 0.05% | +1,878 | New |
| ORG Wealth Partners, LLC | 1,882 | $214.0K | 0.03% | +1,882 | New |
| Phoenix Wealth Advisors | 1,885 | $214.3K | 0.07% | +1,885 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,900 | $216.0K | 0.01% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 1,900 | $216.0K | 0.06% | +1,900 | New |
| Csenge Advisory Group | 1,913 | $217.5K | 0.01% | +1,913 | New |
| IAM Advisory, LLC | 1,914 | $217.6K | 0.04% | +1,914 | New |
| Abc Arbitrage SA | 1,914 | $217.6K | 0.02% | +1,914 | New |
| Talon Private Wealth, LLC | 1,916 | $217.9K | 0.03% | +1,916 | New |
| Main Street Group, LTD | 1,920 | $218.3K | 0.05% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 1,920 | $218.3K | 0.05% | +1,920 | New |
| Cigna Investments Inc | 1,938 | $220.0K | 0.03% | +1,938 | New |
| Peapack Gladstone Financial Corp | 1,942 | $221.0K | 0.00% | +1,942 | New |
| Graticule Asia Macro Advisors LLC | 1,958 | $222.6K | 0.02% | +1,958 | New |
| Saiph Capital, LLC | 1,962 | $223.1K | 0.07% | +1,962 | New |
| Aft, Forsyth & Company, Inc. | 1,965 | $223.4K | 0.11% | −395−16.7% | Reduced |
| Triad Wealth Partners, LLC | 1,979 | $224.6K | 0.01% | +1,979 | New |
| Rothschild Investment LLC | 1,988 | $226.0K | 0.01% | −24−1.2% | Reduced |
| Operose Advisors LLC | 2,000 | $227.4K | 0.04% | 00.0% | Unchanged |
| Kendall Capital Management | 2,000 | $227.4K | 0.04% | +2,000 | New |
| Letson Investment Management, Inc. | 2,008 | $228.3K | 0.08% | +2,008 | New |
| GenTrust, LLC | 2,012 | $228.7K | 0.01% | +2,012 | New |
| Koshinski Asset Management, Inc. | 2,031 | $230.9K | 0.01% | +2,031 | New |
| Savvy Advisors, Inc. | 2,038 | $231.8K | 0.00% | +2,038 | New |
| Landaas & Co | 2,053 | $233.4K | 0.04% | +2,053 | New |
| Lewis Asset Management, LLC | 2,056 | $233.7K | 0.08% | +2,056 | New |
| Geneos Wealth Management Inc. | 2,057 | $233.9K | 0.00% | +1,112+117.7% | Added |
| Prostatis Group LLC | 2,104 | $239.2K | 0.06% | +2,104 | New |
| First Bank & Trust | 2,107 | $239.5K | 0.04% | −1,000−32.2% | Reduced |
| SC&H Financial Advisors, Inc. | 2,115 | $240.4K | 0.03% | +2,115 | New |
| CWA Asset Management Group, LLC | 2,124 | $241.4K | 0.01% | −128−5.7% | Reduced |
| Federated Hermes, Inc. | 2,128 | $241.9K | 0.00% | −150−6.6% | Reduced |
| Paragon Capital Management Ltd | 2,141 | $243.4K | 0.05% | +2,141 | New |
| Thayer Partners, LLC | 2,146 | $244.0K | 0.10% | −350−14.0% | Reduced |
| Western Wealth Management, LLC | 2,147 | $244.1K | 0.01% | −1,889−46.8% | Reduced |
| LS Investment Advisors, LLC | 2,151 | $244.5K | 0.03% | +2,151 | New |
| Weil Company, Inc. | 2,162 | $245.7K | 0.04% | +2,162 | New |
| Independent Solutions Wealth Management, LLC | 2,165 | $246.1K | 0.03% | +2,165 | New |