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 |
|---|---|---|---|---|---|
| TCG Advisory Services, LLC | 3,964 | $450.6K | 0.01% | +1,048+35.9% | Added |
| Excelsior Advisor Network LLC | 3,931 | $446.9K | 0.06% | +3,931 | New |
| US Asset Management LLC | 3,904 | $443.8K | 0.34% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 3,892 | $442.5K | 0.02% | +173+4.7% | Added |
| VestGen Advisors, LLC | 3,883 | $441.5K | 0.01% | +1,180+43.7% | Added |
| Ballentine Partners, LLC | 3,873 | $440.3K | 0.01% | +3,873 | New |
| Keystone Financial Group | 3,865 | $439.4K | 0.03% | +250+6.9% | Added |
| JMN Financial LLC | 3,863 | $439.2K | 0.34% | +1,341+53.2% | Added |
| Hoxton Planning & Management, LLC | 3,856 | $438.4K | 0.11% | +98+2.6% | Added |
| Machina Capital S.A.S. | 3,840 | $436.6K | 0.07% | +3,840 | New |
| Financial Advisors Network, Inc. | 3,815 | $433.7K | 0.05% | +70+1.9% | Added |
| Chicago Partners Investment Group LLC | 3,768 | $433.1K | 0.01% | +609+19.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 3,769 | $428.5K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,765 | $428.1K | 0.00% | +239+6.8% | Added |
| Logan Capital Management Inc | 3,756 | $427.0K | 0.02% | +3,756 | New |
| Nexus Investment Management ULC | 3,740 | $425.2K | 0.06% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 3,732 | $424.3K | 0.00% | +2+0.1% | Added |
| Kestra Private Wealth Services, LLC | 3,704 | $421.2K | 0.00% | −200−5.1% | Reduced |
| Tobam | 3,704 | $421.0K | 0.10% | −4,130−52.7% | Reduced |
| Atomi Financial Group, Inc. | 3,663 | $416.3K | 0.01% | +415+12.8% | Added |
| Purkiss Capital Advisors LLC | 3,611 | $410.5K | 0.16% | +7+0.2% | Added |
| Hillman Capital Management, Inc. | 3,610 | $410.4K | 0.30% | −22,292−86.1% | Reduced |
| Keynote Financial Services LLC | 3,604 | $409.7K | 0.19% | +29+0.8% | Added |
| Moller Financial Services | 3,600 | $409.3K | 0.07% | −1,200−25.0% | Reduced |
| TCW Group Inc | 3,581 | $407.1K | 0.00% | −2−0.1% | Reduced |
| Trust Co of Toledo NA | 3,563 | $405.1K | 0.03% | −125−3.4% | Reduced |
| Birch Capital Management, LLC | 3,561 | $404.9K | 0.20% | −3,123−46.7% | Reduced |
| IMA Wealth, Inc. | 3,540 | $402.5K | 0.03% | +3,540 | New |
| Central Trust Co | 3,538 | $402.2K | 0.01% | −49−1.4% | Reduced |
| Old Point Trust & Financial Services N A | 3,525 | $400.8K | 0.12% | −560−13.7% | Reduced |
| Neo Ivy Capital Management | 3,515 | $399.6K | 0.09% | +3,515 | New |
| Smithbridge Asset Management Inc | 3,500 | $397.9K | 0.05% | −1,000−22.2% | Reduced |
| Zacks Investment Management | 3,496 | $397.5K | 0.00% | −2,083−37.3% | Reduced |
| AlphaCore Capital LLC | 3,482 | $395.8K | 0.01% | +1,094+45.8% | Added |
| Carderock Capital Management Inc | 3,450 | $392.2K | 0.09% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 3,350 | $392.1K | 0.01% | +3,350 | New |
| Berman McAleer LLC | 3,411 | $387.8K | 0.04% | +6+0.2% | Added |
| Kingsview Wealth Management, LLC | 3,410 | $387.7K | 0.00% | −405−10.6% | Reduced |
| Visionary Horizons, LLC | 3,388 | $385.2K | 0.16% | −2−0.1% | Reduced |
| Whitener Capital Management, Inc. | 3,380 | $384.3K | 0.08% | −5−0.1% | Reduced |
| Range Advisory, LLC | 3,358 | $381.7K | 0.05% | +3,358 | New |
| Larson Financial Group LLC | 3,330 | $378.5K | 0.01% | −750−18.4% | Reduced |
| Cornerstone Wealth Management, LLC | 3,321 | $377.6K | 0.02% | −147−4.2% | Reduced |
| Prospera Financial Services Inc | 3,310 | $376.5K | 0.01% | +389+13.3% | Added |
| RMB Capital Management, LLC | 3,310 | $376.3K | 0.01% | −36−1.1% | Reduced |
| Scotia Capital Inc. | 3,286 | $373.6K | 0.00% | +392+13.5% | Added |
| Sagespring Wealth Partners, LLC | 3,272 | $372.0K | 0.01% | +3,272 | New |
| Excalibur Management Corp | 3,269 | $371.7K | 0.12% | +67+2.1% | Added |
| Wealthquest Corp | 3,262 | $370.9K | 0.02% | +3,262 | New |
| Clear Harbor Asset Management, LLC | 3,256 | $370.2K | 0.02% | +3+0.1% | Added |
| Founders Financial Securities LLC | 3,253 | $369.8K | 0.02% | +12+0.4% | Added |
| Pallas Capital Advisors LLC | 3,249 | $369.4K | 0.01% | −29−0.9% | Reduced |
| Heritage Trust Co | 3,235 | $367.8K | 0.03% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 3,234 | $367.7K | 0.08% | +826+34.3% | Added |
| Westwood Holdings Group Inc. | 3,228 | $367.0K | 0.00% | +3,228 | New |
| Dorsey & Whitney Trust CO LLC | 3,224 | $366.5K | 0.02% | −18−0.6% | Reduced |
| Ostrum Asset Management | 3,212 | $365.2K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,204 | $364.3K | 0.01% | +3,204 | New |
| Xxi Wealth, LLC | 3,204 | $364.3K | 0.17% | +404+14.4% | Added |
| LGT Group Foundation | 3,185 | $362.1K | 0.00% | −565−15.1% | Reduced |
| MTM Investment Management, LLC | 3,175 | $360.9K | 0.10% | −36−1.1% | Reduced |
| Brown Miller Wealth Management, LLC | 3,163 | $359.6K | 0.09% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 3,151 | $358.3K | 0.30% | −366−10.4% | Reduced |
| Sound Financial Strategies Group, LLC | 3,151 | $358.2K | 0.23% | +46+1.5% | Added |
| Triumph Capital Management | 3,107 | $353.3K | 0.06% | −1,408−31.2% | Reduced |
| National Asset Management, Inc. | 3,084 | $352.8K | 0.02% | +3,084 | New |
| HBK Sorce Advisory LLC | 3,059 | $351.7K | 0.01% | +35+1.2% | Added |
| Kera Capital Partners, Inc. | 3,076 | $349.7K | 0.03% | +500+19.4% | Added |
| Douglass Winthrop Advisors, LLC | 3,069 | $348.9K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,058 | $348.0K | 0.00% | −17−0.6% | Reduced |
| Horizon Advisory Services, Inc. | 3,056 | $347.4K | 0.15% | −137−4.3% | Reduced |
| Hilton Head Capital Partners, LLC | 3,054 | $347.2K | 0.17% | −3,080−50.2% | Reduced |
| Enterprise Financial Services Corp | 3,052 | $347.0K | 0.14% | +102+3.5% | Added |
| GW Henssler & Associates Ltd | 3,025 | $343.9K | 0.02% | 00.0% | Unchanged |
| 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 |
| Legato Capital Management LLC | 2,995 | $340.5K | 0.03% | −1,126−27.3% | Reduced |
| Goldstein Advisors, LLC | 2,985 | $339.4K | 0.03% | +2,985 | New |
| Saratoga Research & Investment Management | 2,977 | $338.5K | 0.02% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 2,957 | $336.2K | 0.00% | +2,957 | New |
| Integrated Advisors Network LLC | 2,956 | $336.1K | 0.02% | −1,014−25.5% | Reduced |
| Beacon Financial Group | 2,953 | $335.7K | 0.03% | −420−12.5% | Reduced |
| Pensionmark Financial Group, LLC | 3,619 | $335.5K | 0.01% | −162−4.3% | Reduced |
| River Wealth Advisors LLC | 2,946 | $334.9K | 0.04% | −175−5.6% | 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 |
| Personal Cfo Solutions, LLC | 2,925 | $332.6K | 0.05% | −14−0.5% | Reduced |
| Groupama Asset Managment | 2,912 | $331.2K | 0.00% | +19+0.7% | Added |
| Strategic Advisors LLC | 2,900 | $329.7K | 0.07% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,866 | $325.8K | 0.09% | −230−7.4% | Reduced |
| Moody National Bank Trust Division | 2,864 | $325.6K | 0.03% | +284+11.0% | Added |
| Revisor Wealth Management LLC | 2,860 | $325.2K | 0.08% | +90+3.2% | Added |
| RFG Advisory, LLC | 2,856 | $324.7K | 0.01% | +498+21.1% | Added |
| Bill Few Associates, Inc. | 2,837 | $322.5K | 0.07% | +16+0.6% | Added |
| Gateway Wealth Partners, LLC | 2,831 | $321.9K | 0.02% | +182+6.9% | Added |
| Dynamic Advisor Solutions LLC | 2,800 | $318.3K | 0.01% | +2,800 | New |
| Clifford Swan Investment Counsel LLC | 2,773 | $315.3K | 0.01% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 2,760 | $313.8K | 0.18% | +30+1.1% | Added |
| WBH Advisory Inc | 2,751 | $312.8K | 0.02% | −456−14.2% | Reduced |
| Essex Savings Bank | 2,738 | $311.3K | 0.07% | 00.0% | Unchanged |