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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 3,058 | $348.0K | 0.00% | −17−0.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 3,069 | $348.9K | 0.01% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 3,076 | $349.7K | 0.03% | +500+19.4% | Added |
| HBK Sorce Advisory LLC | 3,059 | $351.7K | 0.01% | +35+1.2% | Added |
| National Asset Management, Inc. | 3,084 | $352.8K | 0.02% | +3,084 | New |
| Triumph Capital Management | 3,107 | $353.3K | 0.06% | −1,408−31.2% | Reduced |
| Sound Financial Strategies Group, LLC | 3,151 | $358.2K | 0.23% | +46+1.5% | Added |
| Oakmont Advisory Group, LLC | 3,151 | $358.3K | 0.30% | −366−10.4% | Reduced |
| Brown Miller Wealth Management, LLC | 3,163 | $359.6K | 0.09% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,175 | $360.9K | 0.10% | −36−1.1% | Reduced |
| LGT Group Foundation | 3,185 | $362.1K | 0.00% | −565−15.1% | Reduced |
| Xxi Wealth, LLC | 3,204 | $364.3K | 0.17% | +404+14.4% | Added |
| PFG Investments, LLC | 3,204 | $364.3K | 0.01% | +3,204 | New |
| Ostrum Asset Management | 3,212 | $365.2K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,224 | $366.5K | 0.02% | −18−0.6% | Reduced |
| Westwood Holdings Group Inc. | 3,228 | $367.0K | 0.00% | +3,228 | New |
| Plan Group Financial, LLC | 3,234 | $367.7K | 0.08% | +826+34.3% | Added |
| Heritage Trust Co | 3,235 | $367.8K | 0.03% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 3,249 | $369.4K | 0.01% | −29−0.9% | Reduced |
| Founders Financial Securities LLC | 3,253 | $369.8K | 0.02% | +12+0.4% | Added |
| Clear Harbor Asset Management, LLC | 3,256 | $370.2K | 0.02% | +3+0.1% | Added |
| Wealthquest Corp | 3,262 | $370.9K | 0.02% | +3,262 | New |
| Excalibur Management Corp | 3,269 | $371.7K | 0.12% | +67+2.1% | Added |
| Sagespring Wealth Partners, LLC | 3,272 | $372.0K | 0.01% | +3,272 | New |
| Scotia Capital Inc. | 3,286 | $373.6K | 0.00% | +392+13.5% | Added |
| RMB Capital Management, LLC | 3,310 | $376.3K | 0.01% | −36−1.1% | Reduced |
| Prospera Financial Services Inc | 3,310 | $376.5K | 0.01% | +389+13.3% | Added |
| Cornerstone Wealth Management, LLC | 3,321 | $377.6K | 0.02% | −147−4.2% | Reduced |
| Larson Financial Group LLC | 3,330 | $378.5K | 0.01% | −750−18.4% | Reduced |
| Range Advisory, LLC | 3,358 | $381.7K | 0.05% | +3,358 | New |
| Whitener Capital Management, Inc. | 3,380 | $384.3K | 0.08% | −5−0.1% | Reduced |
| Visionary Horizons, LLC | 3,388 | $385.2K | 0.16% | −2−0.1% | Reduced |
| Kingsview Wealth Management, LLC | 3,410 | $387.7K | 0.00% | −405−10.6% | Reduced |
| Berman McAleer LLC | 3,411 | $387.8K | 0.04% | +6+0.2% | Added |
| NorthCrest Asset Manangement, LLC | 3,350 | $392.1K | 0.01% | +3,350 | New |
| Carderock Capital Management Inc | 3,450 | $392.2K | 0.09% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 3,482 | $395.8K | 0.01% | +1,094+45.8% | Added |
| Zacks Investment Management | 3,496 | $397.5K | 0.00% | −2,083−37.3% | Reduced |
| Smithbridge Asset Management Inc | 3,500 | $397.9K | 0.05% | −1,000−22.2% | Reduced |
| Neo Ivy Capital Management | 3,515 | $399.6K | 0.09% | +3,515 | New |
| Old Point Trust & Financial Services N A | 3,525 | $400.8K | 0.12% | −560−13.7% | Reduced |
| Central Trust Co | 3,538 | $402.2K | 0.01% | −49−1.4% | Reduced |
| IMA Wealth, Inc. | 3,540 | $402.5K | 0.03% | +3,540 | New |
| Birch Capital Management, LLC | 3,561 | $404.9K | 0.20% | −3,123−46.7% | Reduced |
| Trust Co of Toledo NA | 3,563 | $405.1K | 0.03% | −125−3.4% | Reduced |
| TCW Group Inc | 3,581 | $407.1K | 0.00% | −2−0.1% | Reduced |
| Moller Financial Services | 3,600 | $409.3K | 0.07% | −1,200−25.0% | Reduced |
| Keynote Financial Services LLC | 3,604 | $409.7K | 0.19% | +29+0.8% | Added |
| Hillman Capital Management, Inc. | 3,610 | $410.4K | 0.30% | −22,292−86.1% | Reduced |
| Purkiss Capital Advisors LLC | 3,611 | $410.5K | 0.16% | +7+0.2% | Added |
| Atomi Financial Group, Inc. | 3,663 | $416.3K | 0.01% | +415+12.8% | Added |
| Tobam | 3,704 | $421.0K | 0.10% | −4,130−52.7% | Reduced |
| Kestra Private Wealth Services, LLC | 3,704 | $421.2K | 0.00% | −200−5.1% | Reduced |
| Concurrent Investment Advisors, LLC | 3,732 | $424.3K | 0.00% | +2+0.1% | Added |
| Nexus Investment Management ULC | 3,740 | $425.2K | 0.06% | 00.0% | Unchanged |
| Logan Capital Management Inc | 3,756 | $427.0K | 0.02% | +3,756 | New |
| Stratos Wealth Partners, LTD. | 3,765 | $428.1K | 0.00% | +239+6.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 3,769 | $428.5K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,768 | $433.1K | 0.01% | +609+19.3% | Added |
| Financial Advisors Network, Inc. | 3,815 | $433.7K | 0.05% | +70+1.9% | Added |
| Machina Capital S.A.S. | 3,840 | $436.6K | 0.07% | +3,840 | New |
| Hoxton Planning & Management, LLC | 3,856 | $438.4K | 0.11% | +98+2.6% | Added |
| JMN Financial LLC | 3,863 | $439.2K | 0.34% | +1,341+53.2% | Added |
| Keystone Financial Group | 3,865 | $439.4K | 0.03% | +250+6.9% | Added |
| Ballentine Partners, LLC | 3,873 | $440.3K | 0.01% | +3,873 | New |
| VestGen Advisors, LLC | 3,883 | $441.5K | 0.01% | +1,180+43.7% | Added |
| Cidel Asset Management Inc | 3,892 | $442.5K | 0.02% | +173+4.7% | Added |
| US Asset Management LLC | 3,904 | $443.8K | 0.34% | 00.0% | Unchanged |
| Excelsior Advisor Network LLC | 3,931 | $446.9K | 0.06% | +3,931 | New |
| TCG Advisory Services, LLC | 3,964 | $450.6K | 0.01% | +1,048+35.9% | Added |
| Nautilus Advisors LLC | 3,832 | $454.3K | 0.27% | −322−7.8% | Reduced |
| GeoWealth Management, LLC | 3,999 | $454.6K | 0.01% | +624+18.5% | Added |
| Bamco Inc | 4,000 | $454.8K | 0.00% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 4,016 | $456.6K | 0.04% | +4,016 | New |
| Ferguson Wellman Capital Management, Inc | 4,020 | $457.0K | 0.01% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 4,035 | $458.7K | 0.12% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 4,050 | $460.4K | 0.08% | +4,050 | New |
| FIL Ltd | 4,070 | $462.7K | 0.00% | −4,467−52.3% | Reduced |
| Nilsine Partners, LLC | 4,083 | $464.2K | 0.03% | +127+3.2% | Added |
| Center For Asset Management LLC | 4,097 | $465.7K | 0.21% | +70+1.7% | Added |
| Aurora Investment Counsel | 4,113 | $467.6K | 0.24% | −240−5.5% | Reduced |
| Main Street Financial Solutions, LLC | 4,124 | $468.8K | 0.03% | −60−1.4% | Reduced |
| BAM Wealth Management, LLC | 4,141 | $470.8K | 0.29% | +778+23.1% | Added |
| State of Wyoming | 4,173 | $474.4K | 0.05% | −260−5.9% | Reduced |
| Bridgewater Advisors Inc. | 4,196 | $476.3K | 0.03% | +1,381+49.1% | Added |
| Abel Hall, LLC | 4,191 | $476.5K | 0.08% | −1,499−26.3% | Reduced |
| Capital Management Associates, Inc | 4,207 | $478.3K | 0.10% | +3+0.1% | Added |
| Truvestments Capital LLC | 4,255 | $483.7K | 0.07% | 00.0% | Unchanged |
| Tema ETFs LLC | 4,278 | $486.4K | 0.02% | +290+7.3% | Added |
| Greenleaf Trust | 4,288 | $487.5K | 0.00% | +1,584+58.6% | Added |
| Greenwood Capital Associates LLC | 4,305 | $489.4K | 0.05% | +4,305 | New |
| City Center Advisors, LLC | 4,307 | $489.6K | 0.40% | +385+9.8% | Added |
| Venture Visionary Partners LLC | 4,312 | $490.2K | 0.01% | +20.0% | Added |
| J.W. Cole Advisors, Inc. | 4,325 | $491.7K | 0.01% | −332−7.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,326 | $491.8K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 4,126 | $495.8K | 0.01% | −190−4.4% | Reduced |
| Guinness Asset Management LTD | 4,398 | $500.0K | 0.01% | −774−15.0% | Reduced |
| AlphaStar Capital Management, LLC | 4,408 | $501.1K | 0.03% | −313−6.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,400 | $501.9K | 0.00% | −9−0.2% | Reduced |
| Curat Global, LLC | 3,458 | $507.4K | 0.43% | +2,799+424.7% | Added |