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 |
|---|---|---|---|---|---|
| Apriem Advisors | 2,168 | $246.5K | 0.02% | −309−12.5% | Reduced |
| LaFleur & Godfrey LLC | 2,179 | $247.7K | 0.03% | −427−16.4% | Reduced |
| Sym Financial Corp | 2,183 | $248.2K | 0.02% | +2,183 | New |
| South Dakota Investment Council | 2,198 | $250.0K | 0.00% | −200−8.3% | Reduced |
| Independent Financial Group, LLC | 2,200 | $250.1K | 0.00% | −235−9.7% | Reduced |
| Plimoth Trust Co LLC | 2,219 | $252.3K | 0.05% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 2,229 | $253.4K | 0.04% | +2,229 | New |
| Fiduciary Trust Co | 2,234 | $254.0K | 0.00% | +2,234 | New |
| RNC Capital Management LLC | 2,242 | $254.9K | 0.01% | +2,242 | New |
| Banque Cantonale Vaudoise | 2,252 | $256.0K | 0.01% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 2,253 | $256.1K | 0.01% | +2,253 | New |
| Lifeworks Advisors, LLC | 2,253 | $256.1K | 0.03% | −422−15.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,270 | $258.1K | 0.06% | +2,270 | New |
| Sun Financial Inc | 2,277 | $259.0K | 0.12% | −415−15.4% | Reduced |
| Fairview Capital Investment Management, LLC | 2,281 | $259.3K | 0.01% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 2,284 | $260.0K | 0.01% | −188−7.6% | Reduced |
| Meeder Advisory Services, Inc. | 2,291 | $260.5K | 0.01% | +2,291 | New |
| Prosperity Consulting Group, LLC | 2,294 | $260.9K | 0.01% | +2,294 | New |
| BankPlus Trust Department | 2,299 | $261.4K | 0.06% | −600−20.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 2,299 | $261.4K | 0.01% | +2,299 | New |
| Barnes Pettey Financial Advisors, LLC | 2,310 | $262.6K | 0.08% | +10+0.4% | Added |
| Liberty Capital Management, Inc. | 2,329 | $264.8K | 0.05% | +2,329 | New |
| Wedmont Private Capital | 2,236 | $265.1K | 0.01% | +2,236 | New |
| Win Advisors, Inc | 2,341 | $266.1K | 0.09% | +2,341 | New |
| Gallagher Fiduciary Advisors, LLC | 2,345 | $266.6K | 0.01% | −3−0.1% | Reduced |
| Regal Investment Advisors LLC | 2,345 | $266.6K | 0.01% | +14+0.6% | Added |
| Quantum Financial Advisors, LLC | 2,350 | $267.2K | 0.03% | −490−17.3% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 2,352 | $267.4K | 0.00% | −65−2.7% | Reduced |
| Bingham Private Wealth, LLC | 2,352 | $267.4K | 0.18% | +2,352 | New |
| PCB Capital LLC | 2,361 | $268.5K | 0.33% | +52+2.3% | Added |
| Sit Investment Associates Inc | 2,375 | $270.0K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,385 | $271.2K | 0.00% | +2,385 | New |
| Lincoln Capital LLC | 2,406 | $273.5K | 0.05% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 2,409 | $273.9K | 0.05% | +2,409 | New |
| Mountain Pacific Investment Advisers Inc | 2,415 | $274.6K | 0.04% | 00.0% | Unchanged |
| Presilium Private Wealth, LLC | 2,426 | $275.8K | 0.04% | +14+0.6% | Added |
| TCI Wealth Advisors, Inc. | 2,432 | $276.5K | 0.01% | +11+0.5% | Added |
| Sagewood Asset Management LP | 2,441 | $277.5K | 0.06% | +2,441 | New |
| Transcend Wealth Collective, LLC | 2,442 | $277.6K | 0.02% | +100+4.3% | Added |
| Soltis Investment Advisors LLC | 2,449 | $278.4K | 0.02% | +98+4.2% | Added |
| Trust Asset Management LLC | 2,469 | $280.7K | 0.02% | 00.0% | Unchanged |
| United Advisor Group, LLC | 2,481 | $282.1K | 0.03% | +102+4.3% | Added |
| Ameritas Advisory Services, LLC | 2,490 | $283.0K | 0.01% | −3,699−59.8% | Reduced |
| Rathbone Brothers plc | 2,500 | $284.2K | 0.00% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 2,500 | $284.2K | 0.20% | +2,500 | New |
| Steel Peak Wealth Management LLC | 2,501 | $284.3K | 0.01% | −8,015−76.2% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,508 | $285.2K | 0.05% | +492+24.4% | Added |
| Alchemi Wealth, LLC | 2,515 | $286.0K | 0.13% | −215−7.9% | Reduced |
| Oslo Pensjonsforsikring AS | 2,532 | $287.9K | 0.03% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 2,533 | $287.9K | 0.00% | +2,533 | New |
| Smartleaf Asset Management LLC | 2,525 | $288.9K | 0.01% | 00.0% | Unchanged |
| Traub Capital Management LLC | 2,550 | $289.9K | 0.26% | −240−8.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,561 | $291.1K | 0.00% | +2,561 | New |
| SBI Securities Co., Ltd. | 2,566 | $291.7K | 0.01% | +526+25.8% | Added |
| Accel Wealth Management | 2,572 | $292.4K | 0.07% | −137−5.1% | Reduced |
| Joule Financial, LLC | 2,574 | $292.6K | 0.08% | −34−1.3% | Reduced |
| Mather Group, LLC. | 2,582 | $293.6K | 0.00% | +307+13.5% | Added |
| Cullinan Associates Inc | 2,600 | $295.6K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 2,608 | $296.5K | 0.00% | +2,608 | New |
| Checchi Capital Advisers, LLC | 2,623 | $298.2K | 0.02% | +203+8.4% | Added |
| Rocky Mountain Advisers, LLC | 2,625 | $298.4K | 0.08% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 2,629 | $298.8K | 0.17% | −145−5.2% | Reduced |
| Cushing Capital Partners, LLC | 2,637 | $299.8K | 0.21% | −205−7.2% | Reduced |
| TL Private Wealth | 2,500 | $300.4K | 0.11% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,647 | $300.9K | 0.01% | +185+7.5% | Added |
| Iron Financial, LLC | 2,659 | $302.3K | 0.12% | +162+6.5% | Added |
| CX Institutional | 2,667 | $303.0K | 0.01% | +254+10.5% | Added |
| Modera Wealth Management, LLC | 2,668 | $303.3K | 0.00% | +10.0% | Added |
| LCNB Corp | 2,668 | $303.3K | 0.09% | 00.0% | Unchanged |
| Coastline Trust Co | 2,720 | $309.2K | 0.03% | 00.0% | Unchanged |
| Essex Savings Bank | 2,738 | $311.3K | 0.07% | 00.0% | Unchanged |
| WBH Advisory Inc | 2,751 | $312.8K | 0.02% | −456−14.2% | Reduced |
| Concorde Asset Management, LLC | 2,760 | $313.8K | 0.18% | +30+1.1% | Added |
| Clifford Swan Investment Counsel LLC | 2,773 | $315.3K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,800 | $318.3K | 0.01% | +2,800 | New |
| Gateway Wealth Partners, LLC | 2,831 | $321.9K | 0.02% | +182+6.9% | Added |
| Bill Few Associates, Inc. | 2,837 | $322.5K | 0.07% | +16+0.6% | Added |
| RFG Advisory, LLC | 2,856 | $324.7K | 0.01% | +498+21.1% | Added |
| Revisor Wealth Management LLC | 2,860 | $325.2K | 0.08% | +90+3.2% | Added |
| Moody National Bank Trust Division | 2,864 | $325.6K | 0.03% | +284+11.0% | Added |
| Gen-Wealth Partners Inc | 2,866 | $325.8K | 0.09% | −230−7.4% | Reduced |
| Strategic Advisors LLC | 2,900 | $329.7K | 0.07% | 00.0% | Unchanged |
| Groupama Asset Managment | 2,912 | $331.2K | 0.00% | +19+0.7% | Added |
| Personal Cfo Solutions, LLC | 2,925 | $332.6K | 0.05% | −14−0.5% | Reduced |
| Tortoise Investment Management, LLC | 2,935 | $333.7K | 0.02% | +27+0.9% | Added |
| Paulson Wealth Management Inc. | 2,935 | $333.7K | 0.07% | +292+11.0% | Added |
| River Wealth Advisors LLC | 2,946 | $334.9K | 0.04% | −175−5.6% | Reduced |
| Pensionmark Financial Group, LLC | 3,619 | $335.5K | 0.01% | −162−4.3% | Reduced |
| Beacon Financial Group | 2,953 | $335.7K | 0.03% | −420−12.5% | Reduced |
| Integrated Advisors Network LLC | 2,956 | $336.1K | 0.02% | −1,014−25.5% | Reduced |
| Tocqueville Asset Management L.P. | 2,957 | $336.2K | 0.00% | +2,957 | New |
| Saratoga Research & Investment Management | 2,977 | $338.5K | 0.02% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 2,985 | $339.4K | 0.03% | +2,985 | New |
| Legato Capital Management LLC | 2,995 | $340.5K | 0.03% | −1,126−27.3% | Reduced |
| Aristotle Atlantic Partners, LLC | 3,000 | $341.1K | 0.01% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 3,000 | $341.1K | 0.05% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 3,025 | $343.9K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,052 | $347.0K | 0.14% | +102+3.5% | Added |
| Hilton Head Capital Partners, LLC | 3,054 | $347.2K | 0.17% | −3,080−50.2% | Reduced |
| Horizon Advisory Services, Inc. | 3,056 | $347.4K | 0.15% | −137−4.3% | Reduced |