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Joel Greenblatt’s TROW Holdings & Trades

First Buy
Q1 2015
Duration Held
44 Quarters
Largest Add
Q1 2015
+79,612 Shares
Current Position
37,052 Shares
$3.79 M Value

Joel Greenblatt's TROW Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 37,052 shares of T. Rowe Price Group, Inc. (TROW) worth $3.79 M, representing 0.01% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 44 quarters.

Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in TROW, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2015, adding 64,010 shares. Largest reduction occurred in Q1 2016, reducing 119,366 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's T Rowe Price Group (TROW) Holding Value Over Time

Track share changes against reported price movement

Quarterly T Rowe Price Group (TROW) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +152 Add 0.41% 37,052 $102.38
Q3 2025 +119 Add 0.32% 36,900 $102.64
Q2 2025 +374 Add 1.03% 36,781 $96.50
Q1 2025 -268 Reduce 0.73% 36,407 $91.87
Q4 2024 -543 Reduce 1.46% 36,675 $113.09
Q3 2024 +311 Add 0.84% 37,218 $108.93
Q2 2024 -1,928 Reduce 4.96% 36,907 $115.31
Q1 2024 -715 Reduce 1.81% 38,835 $121.92
Q4 2023 -7,708 Reduce 16.31% 39,550 $107.69
Q3 2023 -2,042 Reduce 4.14% 47,258 $104.87
Q2 2023 -12,055 Reduce 19.65% 49,300 $112.02
Q1 2023 -22,755 Reduce 27.05% 61,355 $112.90
Q4 2022 +2,361 Add 2.89% 84,110 $109.06
Q3 2022 -3,925 Reduce 4.58% 81,749 $105.00
Q2 2022 +20,197 Add 30.85% 85,674 $113.61
Q1 2022 +2,944 Add 4.71% 65,477 $151.18
Q4 2021 +11,914 Add 23.54% 62,533 $196.63
Q3 2021 +7,271 Add 16.77% 50,619 $196.70
Q2 2021 +10,671 Add 32.66% 43,348 $197.98
Q1 2021 -12,982 Reduce 28.43% 32,677 $171.59
Q4 2020 -15,529 Reduce 25.38% 45,659 $151.38
Q3 2020 +9,341 Add 18.02% 61,188 $128.23
Q2 2020 -22,070 Reduce 29.86% 51,847 $123.50
Q1 2020 -9,215 Reduce 11.08% 73,917 $97.65
Q4 2019 -1,738 Reduce 2.05% 83,132 $121.84
Q3 2019 +12,507 Add 17.28% 84,870 $114.25
Q2 2019 -4,737 Reduce 6.14% 72,363 $109.71
Q1 2019 +4,240 Add 5.82% 77,100 $100.12
Q4 2018 +15,680 Add 27.42% 72,860 $92.31
Q3 2018 +3,454 Add 6.43% 57,180 $109.18
Q2 2018 +9,586 Add 21.72% 53,726 $116.09
Q1 2018 +8,460 Add 23.71% 44,140 $107.97
Q4 2017 +1,019 Add 2.94% 35,680 $104.93
Q3 2017 +26,289 Add 314.01% 34,661 $90.65
Q2 2017 +4,036 Add 93.08% 8,372 $74.18
Q1 2017 +987 Add 29.47% 4,336 $68.04
Q4 2016 -16,675 Reduce 83.28% 3,349 $75.25
Q3 2016 +6,936 Add 53.00% 20,024 $66.52
Q2 2016 -32,489 Reduce 71.28% 13,088 $72.97
Q1 2016 -119,366 Reduce 72.37% 45,577 $73.46
Q4 2015 -17,825 Reduce 9.75% 164,943 $71.49
Q3 2015 +39,146 Add 27.26% 182,768 $69.50
Q2 2015 +64,010 Add 80.40% 143,622 $77.73
Q1 2015 +79,612 New Buy 79,612 $80.98

Joel Greenblatt's T Rowe Price Group Investment FAQs

Joel Greenblatt first purchased T. Rowe Price Group, Inc. (TROW) in Q1 2015, acquiring 79,612 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held T. Rowe Price Group, Inc. (TROW) for 44 quarters since Q1 2015.

Joel Greenblatt's largest addition to T. Rowe Price Group, Inc. (TROW) was in Q1 2015, adding 79,612 shares worth $6.45 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 37,052 shares of T. Rowe Price Group, Inc. (TROW), valued at approximately $3.79 M.

As of the Q4 2025 filing, T. Rowe Price Group, Inc. (TROW) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in T. Rowe Price Group, Inc. (TROW) was 182,768 shares, as reported at the end of Q3 2015.