Who holds TROWticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

PRICE T ROWE GROUP INC · COM · quarter ended 2026-03-31 · 10 members disclosed TROW ↗

791

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$13.4B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

381

addsholders whose share count rose or who opened the position (new + add), by shares

125

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of TROW ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.1B	22,769,675	+2,005,718	add
2	STATE STREET CORP	$1.3B	14,272,295	+112,498	add
3	VANGUARD CAPITAL MANAGEMENT LLC	$1.3B	14,161,471	—	no prior
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$917M	10,169,583	—	no prior
5	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$596M	6,614,704	−1,459,142	trim
6	Invesco Ltd.	$371M	4,116,891	+596,033	add
7	MORGAN STANLEY	$350M	3,877,430	+434,108	add
8	FIRST TRUST ADVISORS LP	$333M	3,694,171	+413,317	add
9	NORTHERN TRUST CORP	$277M	3,073,236	+199,009	add
10	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$237M	2,626,017	+40,623	add
11	UBS Group AG	$222M	2,459,817	−260,146	trim
12	DIMENSIONAL FUND ADVISORS LP	$192M	2,124,696	+37,642	add
13	AMERICAN CENTURY COMPANIES INC	$169M	1,875,064	−63,316	trim
14	Legal & General Group Plc	$152M	1,685,413	−187,596	trim
15	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$150M	1,667,304	+412,021	add
16	ProShare Advisors LLC	$145M	1,613,907	+14,062	add
17	Amundi	$131M	1,450,652	+428,909	add
18	L.K. Benson & Company, P.C.	$126M	1,398,751	+1,092,484	add
19	HSBC HOLDINGS PLC	$119M	1,323,381	−744,935	trim
20	BANK OF AMERICA CORP /DE/	$117M	1,298,516	+255,905	add
21	Squarepoint Ops LLC	$116M	1,283,950	+183,292	add
22	VANGUARD FIDUCIARY TRUST CO	$111M	1,229,236	—	no prior
23	DEUTSCHE BANK AG\	$95.4M	1,058,481	+55,840	add
24	Allianz Asset Management GmbH	$95.1M	1,054,993	+290,263	add
25	TWO SIGMA INVESTMENTS, LP	$89.1M	988,328	+924,982	add
26	HB Wealth Management, LLC	$88.3M	980,026	−122,864	trim
27	BANK OF MONTREAL /CAN/	$83.3M	923,661	+188,304	add
28	FRANKLIN RESOURCES INC	$81.4M	902,875	+127,053	add
29	BNP Paribas Asset Management Holding S.A.	$80.2M	889,992	+126,392	add
30	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$77.2M	856,522	+775,629	add
31	CITADEL ADVISORS LLC	$70.3M	779,695	+518,147	add
32	STIFEL FINANCIAL CORP	$69.5M	771,208	+5,221	add
33	Swiss Life Asset Management Ltd	$68.4M	783,758	+131,998	add
34	BARCLAYS PLC	$67.1M	744,788	−60,274	trim
35	MILLENNIUM MANAGEMENT LLC	$63.5M	704,291	+477,631	add
36	WELLS FARGO & COMPANY/MN	$62.9M	697,446	−116,294	trim
37	MARATHON CAPITAL MANAGEMENT	$57.6M	638,525	−14,600	trim
38	Nuveen, LLC	$56.0M	621,264	+8,144	add
39	AQR CAPITAL MANAGEMENT LLC	$53.9M	597,925	−28,392	trim
40	National Pension Service	$53.8M	597,349	+597,349	new
41	PFA Pension, Forsikringsaktieselskab	$53.0M	588,513	+588,513	new
42	CITIGROUP INC	$51.8M	574,881	+155,300	add
43	Mitsubishi UFJ Asset Management Co., Ltd.	$48.8M	541,281	+20,499	add
44	Vest Financial, LLC	$47.6M	527,901	+29,863	add
45	BROWN ADVISORY INC	$46.3M	513,172	−983,203	trim
46	ASSETMARK, INC	$45.9M	509,391	−2,126	trim
47	Fisher Asset Management, LLC	$44.0M	488,348	−1,117,471	trim
48	Vanguard Global Advisers, LLC	$43.3M	479,950	—	no prior
49	ANCHYRA PARTNERS LLC	$41.7M	462,196	−6,767	trim
50	WORLDQUANT MILLENNIUM ADVISORS LLC	$41.0M	455,290	+352,015	add
51	NOMURA ASSET MANAGEMENT CO LTD	$39.2M	435,190	+6,130	add
52	VANGUARD ASSET MANAGEMENT, Ltd	$38.8M	430,899	—	no prior
53	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$37.9M	420,848	+19,057	add
54	ROYAL BANK OF CANADA	$37.8M	419,071	+15,530	add
55	ALLIANCEBERNSTEIN L.P.	$37.3M	364,014	+32,041	add
56	DONALDSON CAPITAL MANAGEMENT, LLC	$36.1M	400,523	+538	add
57	VICTORY CAPITAL MANAGEMENT INC	$34.7M	384,958	−29,918	trim
58	AE Wealth Management LLC	$33.3M	369,052	+99,711	add
59	ALPS ADVISORS INC	$30.0M	332,494	+55,716	add
60	Grantham, Mayo, Van Otterloo & Co. LLC	$29.8M	330,689	+64,007	add
61	FMR LLC	$29.3M	324,560	−108,575	trim
62	MARKEL GROUP INC.	$28.3M	314,000	0	no change
63	Quantinno Capital Management LP	$28.0M	310,375	+7,310	add
64	MUFG Securities EMEA plc	$26.2M	290,947	+282,000	add
65	Arbejdsmarkedets Tillaegspension	$25.7M	285,322	+64,586	add
66	BANK OF NOVA SCOTIA	$25.5M	283,017	−34,839	trim
67	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$24.4M	271,137	+42,510	add
68	PRINCIPAL FINANCIAL GROUP INC	$23.8M	263,587	+2,824	add
69	COMMONWEALTH EQUITY SERVICES, LLC	$23.1M	256,751	−66,283	trim
70	RAYMOND JAMES FINANCIAL INC	$22.8M	252,411	−452	trim
71	SCHRODER INVESTMENT MANAGEMENT GROUP	$21.4M	237,128	+42,092	add
72	Woodline Partners LP	$20.9M	232,249	+215,331	add
73	Zurcher Kantonalbank (Zurich Cantonalbank)	$19.7M	219,097	+219,097	new
74	Universal- Beteiligungs- und Servicegesellschaft mbH	$19.6M	216,837	−16,558	trim
75	LPL Financial LLC	$19.4M	215,758	−417,771	trim
76	Mirae Asset Global Investments Co., Ltd.	$19.2M	212,661	−34,111	trim
77	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$18.4M	203,853	−6,432	trim
78	ENVESTNET ASSET MANAGEMENT INC	$18.4M	203,735	+92,135	add
79	AVIVA PLC	$17.7M	196,370	+2,042	add
80	NATIONAL BANK OF CANADA /FI/	$17.3M	191,712	+7,378	add
81	Pictet Asset Management Holding SA	$17.2M	190,772	−137,673	trim
82	Aberdeen Group plc	$17.2M	190,652	+1,834	add
83	SEI INVESTMENTS CO	$16.9M	187,440	+100,851	add
84	HighTower Advisors, LLC	$16.8M	186,883	−16,475	trim
85	BLAIR WILLIAM & CO/IL	$16.5M	182,517	−34,198	trim
86	FIRST CITIZENS BANK & TRUST CO	$16.0M	177,841	+1,422	add
87	GUGGENHEIM CAPITAL LLC	$15.8M	175,700	+19,651	add
88	Chevy Chase Trust Holdings, LLC	$15.8M	174,732	−2,966	trim
89	GRIMES & Co WEALTH MANAGEMENT, LLC	$15.7M	174,221	+58,156	add
90	MACKENZIE FINANCIAL CORP	$15.6M	173,349	+4,533	add
91	Mitsubishi UFJ Trust & Banking Corp	$15.1M	167,988	−50,274	trim
92	Envestnet Portfolio Solutions, Inc.	$14.8M	163,970	+1,161	add
93	CANADA PENSION PLAN INVESTMENT BOARD	$14.6M	161,665	−283,111	trim
94	CWM, LLC	$14.5M	161,324	−10,957	trim
95	Banco Santander, S.A.	$14.0M	154,882	−20,947	trim
96	Cerity Partners LLC	$13.5M	150,017	+12,296	add
97	Fidelity National Financial, Inc.	$13.3M	148,000	0	no change
98	OSAIC HOLDINGS, INC.	$12.8M	141,943	−8,188	trim
99	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$12.7M	141,400	+141,400	new
100	LBP AM SA	$12.5M	138,751	−18,128	trim
101	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$12.1M	134,012	−4,993	trim
102	Moran Wealth Management, LLC	$11.5M	128,016	+2,130	add
103	CONGRESS ASSET MANAGEMENT CO	$11.5M	127,261	+2,349	add
104	TD ASSET MANAGEMENT INC	$10.9M	121,122	+9,189	add
105	KEYBANK NATIONAL ASSOCIATION/OH	$10.7M	118,336	−5,493	trim
106	Connor, Clark & Lunn Investment Management Ltd.	$10.6M	118,064	−106,583	trim
107	Corient Private Wealth LLC	$10.6M	117,525	−4,460	trim
108	Korea Investment CORP	$10.5M	116,964	+17,658	add
109	STATE OF WISCONSIN INVESTMENT BOARD	$10.5M	116,888	+3,178	add
110	Meiji Yasuda Asset Management Co Ltd.	$10.4M	115,598	+17,401	add
111	Susquehanna Portfolio Strategies, LLC	$10.2M	113,573	−49,934	trim
112	Vanguard Investments Australia, Ltd.	$9.9M	109,701	—	no prior
113	Baird Financial Group, Inc.	$9.6M	106,645	+106,645	new
114	ROYAL LONDON ASSET MANAGEMENT LTD	$9.5M	105,926	0	no change
115	&PARTNERS	$9.3M	23,652	+895	add
116	Brookstone Capital Management	$9.2M	101,681	−4,745	trim
117	M&T BANK CORP	$9.0M	99,854	−12,291	trim
118	WELLINGTON MANAGEMENT GROUP LLP	$8.9M	99,264	+33,987	add
119	Creative Planning	$8.8M	97,884	+74,017	add
120	NORTH STAR ASSET MANAGEMENT INC	$8.8M	97,432	−17,379	trim
121	Asset Management One Co., Ltd.	$8.7M	96,269	−2,106	trim
122	CIBC Bancorp USA Inc.	$8.7M	96,064	—	no prior
123	Illinois Municipal Retirement Fund	$8.5M	93,885	−7,130	trim
124	APG Asset Management N.V.	$8.4M	107,868	−3,909	trim
125	D.A. DAVIDSON & CO.	$8.4M	92,985	−6,625	trim
126	HUNTINGTON NATIONAL BANK	$8.1M	89,825	+89,825	new
127	Resona Asset Management Co.,Ltd.	$8.0M	88,949	−884	trim
128	Tredje AP-fonden	$7.9M	87,892	+63,300	add
129	TORONTO DOMINION BANK	$7.9M	87,544	−8,687	trim
130	RENAISSANCE TECHNOLOGIES LLC	$7.8M	86,400	+86,400	new
131	Lafayette Investments, Inc.	$7.7M	85,810	+590	add
132	YOUSIF CAPITAL MANAGEMENT, LLC	$7.7M	85,078	+3,276	add
133	TCTC Holdings, LLC	$7.6M	84,430	+19,432	add
134	Windle Wealth, LLC	$7.5M	82,686	+13,173	add
135	LEVEL FOUR ADVISORY SERVICES, LLC	$7.4M	82,117	−12,157	trim
136	Cornerstone Advisory, LLC	$7.2M	80,034	−1,115	trim
137	PUBLIC SECTOR PENSION INVESTMENT BOARD	$6.9M	76,539	−32,432	trim
138	Robeco Institutional Asset Management B.V.	$6.9M	76,358	−2,645	trim
139	FIFTH THIRD BANCORP	$6.9M	76,319	+54,130	add
140	STOREBRAND ASSET MANAGEMENT AS	$6.9M	76,260	—	no prior
141	Numerai GP LLC	$6.6M	73,600	+47,546	add
142	Cardinal Capital Management	$6.6M	72,993	+72,993	new
143	OLD NATIONAL BANCORP /IN/	$6.5M	72,661	+3,548	add
144	Wealthfront Advisers LLC	$6.3M	69,348	+3,731	add
145	State of New Jersey Common Pension Fund D	$6.2M	69,033	0	no change
146	AustralianSuper Pty Ltd	$6.2M	68,794	+20,207	add
147	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$6.2M	68,577	+23,500	add
148	Keystone Financial Planning, Inc.	$6.2M	68,518	0	no change
149	Advisors Asset Management, Inc.	$6.1M	67,936	−4,787	trim
150	Lansforsakringar Fondforvaltning AB (publ)	$6.0M	66,891	−39,910	trim
151	BENJAMIN EDWARDS INC	$5.8M	64,256	+3,522	add
152	Cresset Asset Management, LLC	$5.6M	62,484	+4,704	add
153	Cetera Investment Advisers	$5.5M	61,369	+8,167	add
154	Elo Mutual Pension Insurance Co	$5.5M	61,145	+30,892	add
155	STATE OF MICHIGAN RETIREMENT SYSTEM	$5.4M	59,713	0	no change
156	Czech National Bank	$5.4M	59,535	+1,989	add
157	Arizona State Retirement System	$5.3M	59,300	−986	trim
158	KINTRA WEALTH, LLC	$5.3M	58,822	+58,822	new
159	Vanguard Personalized Indexing Management, LLC	$5.3M	58,479	−3,828	trim
160	CIBC Asset Management Inc	$5.1M	56,425	+596	add
161	Ruffer LLP	$5.1M	56,256	−4,827	trim
162	L. Roy Papp & Associates, LLP	$5.0M	55,784	−12,446	trim
163	QRG CAPITAL MANAGEMENT, INC.	$5.0M	55,658	+13,182	add
164	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$5.0M	54,996	−18,660	trim
165	Rafferty Asset Management, LLC	$4.8M	53,148	−13,427	trim
166	SEB Asset Management AB	$4.7M	52,470	—	no prior
167	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$4.7M	52,134	+23,324	add
168	US BANCORP \DE\	$4.7M	52,039	+230	add
169	Goelzer Investment Management, Inc.	$4.7M	52,019	−268	trim
170	Swedbank AB	$4.6M	51,509	+8,917	add
171	NFJ INVESTMENT GROUP, LLC	$4.6M	51,229	0	no change
172	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$4.6M	50,921	+158	add
173	Robertson Stephens Wealth Management, LLC	$4.6M	50,611	+89	add
174	Capital Investment Counsel, Inc	$4.5M	49,827	+368	add
175	Pathstone Holdings, LLC	$4.4M	49,083	+7,092	add
176	AIMZ Investment Advisors, LLC	$4.4M	48,278	−142	trim
177	Thrive Capital Management, LLC	$4.3M	47,756	+7,304	add
178	MML INVESTORS SERVICES, LLC	$4.3M	47,688	−7,962	trim
179	WESTPAC BANKING CORP	$4.3M	47,629	0	no change
180	VOYA INVESTMENT MANAGEMENT LLC	$4.2M	46,986	−311	trim
181	Eurizon Capital SGR S.p.A.	$4.2M	46,932	−1,605	trim
182	SPRUCEGROVE INVESTMENT MANAGEMENT LTD	$4.2M	46,870	−11,288	trim
183	Kestra Advisory Services, LLC	$4.2M	46,786	+4,448	add
184	Retirement Systems of Alabama	$4.2M	46,423	−4	trim
185	COMMERCE BANK	$4.2M	46,213	+2,369	add
186	Man Group plc	$4.2M	46,194	−721	trim
187	Taylor Hoffman Capital Management LLC	$4.1M	46,023	+2,743	add
188	MERCER GLOBAL ADVISORS INC /ADV	$4.1M	45,671	+3,821	add
189	CREDIT AGRICOLE S A	$4.0M	44,824	−70,151	trim
190	Ensign Peak Advisors, Inc	$4.0M	44,683	+17,843	add
191	IFM Investors Pty Ltd	$4.0M	44,561	+1,830	add
192	PARK CIRCLE Co	$4.0M	44,041	0	no change
193	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$3.9M	43,567	−674	trim
194	SALEM INVESTMENT COUNSELORS INC	$3.9M	42,721	+1,465	add
195	PEAK6 LLC	$3.8M	41,637	−43,847	trim
196	Jain Global LLC	$3.7M	41,445	+19,190	add
197	Federation des caisses Desjardins du Quebec	$3.7M	41,380	+9,236	add
198	Arnhold LLC	$3.7M	41,366	0	no change
199	Investment Management Corp of Ontario	$3.7M	41,113	+6,797	add
200	USS Investment Management Ltd	$3.6M	40,397	+1,346	add
201	Kerusso Capital Management LLC	$3.6M	39,816	−2,842	trim
202	XPONANCE LLC	$3.5M	39,354	+6,475	add
203	NewSquare Capital LLC	$3.5M	38,320	−764	trim
204	Asset Advisors Investment Management, LLC	$3.4M	37,995	−200	trim
205	Kinloch Capital, LLC	$3.4M	37,945	+8,850	add
206	1834 INVESTMENT ADVISORS CO	$3.4M	37,712	+222	add
207	Assenagon Asset Management S.A.	$3.4M	37,300	−275,468	trim
208	Daiwa Securities Group Inc.	$3.4M	37,273	+2,049	add
209	TOTH FINANCIAL ADVISORY CORP	$3.3M	36,391	−9,604	trim
210	Gotham Asset Management, LLC	$3.3M	36,204	−848	trim
211	OMERS ADMINISTRATION Corp	$3.3M	36,192	+7,233	add
212	Utah Retirement Systems	$3.2M	35,237	−843	trim
213	CIBC WORLD MARKET INC.	$3.1M	34,300	−557	trim
214	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.1M	34,275	−24,744	trim
215	Bridgewater Associates, LP	$3.1M	34,076	+12,835	add
216	AXQ CAPITAL, LP	$3.1M	33,928	+20,460	add
217	Stokes Family Office, LLC	$3.1M	33,871	+33,871	new
218	XTX Topco Ltd	$3.0M	33,331	+22,397	add
219	Candriam S.C.A.	$2.9M	32,652	−2,752	trim
220	GROUP ONE TRADING LLC	$2.9M	32,118	+32,016	add
221	Rakuten Investment Management, Inc.	$2.9M	32,424	+3,653	add
222	Hedeker Wealth, LLC	$2.9M	31,879	+21,321	add
223	Independent Advisor Alliance	$2.8M	31,592	+3,264	add
224	Kintegral Advisory, LLC	$2.8M	31,356	−1,390	trim
225	OPPENHEIMER & CO INC	$2.8M	31,253	−328	trim
226	NEOS Investment Management LLC	$2.8M	30,852	+1,380	add
227	NewEdge Advisors, LLC	$2.8M	30,818	−7,581	trim
228	Johnson Financial Group, Inc.	$2.7M	30,390	−4,520	trim
229	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.7M	30,319	+441	add
230	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.7M	30,252	+419	add
231	Northwest & Ethical Investments L.P.	$2.7M	30,149	−984	trim
232	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.7M	30,081	−8,843	trim
233	ASR Vermogensbeheer N.V.	$2.7M	29,715	+1,444	add
234	Poehling Capital Management, INC.	$2.7M	29,597	+10,385	add
235	ADAGE CAPITAL PARTNERS GP, L.L.C.	$2.6M	29,201	−86,829	trim
236	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.6M	28,777	+1,590	add
237	Farringdon Capital, Ltd.	$2.6M	28,536	+28,536	new
238	Jefferies Financial Group Inc.	$2.5M	28,262	−59,082	trim
239	Cherry Tree Wealth Management, LLC	$2.5M	28,172	0	no change
240	ALKEME WEALTH, LLC	$2.5M	28,140	0	no change
241	Zurich Insurance Group Ltd/FI	$2.5M	28,100	0	no change
242	Brooklyn Investment Group	$2.5M	27,930	+25,246	add
243	Leelyn Smith, LLC	$2.5M	27,741	+1,871	add
244	Kennondale Capital Management LLC	$2.4M	27,039	0	no change
245	New Age Alpha Advisors, LLC	$2.4M	26,939	−859	trim
246	UniSuper Management Pty Ltd	$2.4M	26,819	+612	add
247	Janus Henderson Group Ltd.	$2.4M	26,180	−1,305	trim
248	MACQUARIE GROUP LTD	$2.3M	25,917	−18,180	trim
249	Hillman Capital Management, Inc.	$2.3M	25,902	+207	add
250	HENNESSY ADVISORS INC	$2.3M	25,500	+25,500	new
251	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.3M	25,062	+25,062	new
252	Focus Partners Wealth	$2.3M	24,470	−5,075	trim
253	TWIN CAPITAL MANAGEMENT INC	$2.2M	24,105	−27	trim
254	FOUNDATIONS INVESTMENT ADVISORS, LLC	$2.1M	23,585	−7,012	trim
255	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.1M	23,251	−183	trim
256	OP Asset Management Ltd	$2.1M	22,915	—	no prior
257	Ridgewood Investments LLC	$2.1M	22,886	—	no prior
258	Sigma Planning Corp	$2.0M	22,197	+3,266	add
259	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.0M	22,132	−10,636	trim
260	NORDEA INVESTMENT MANAGEMENT AB	$2.0M	22,212	−302,817	trim
261	Mutual Advisors, LLC	$2.0M	22,000	+1,047	add
262	Morningstar Investment Management LLC	$2.0M	21,771	−42,425	trim
263	FORA Capital, LLC	$1.9M	21,138	+16,867	add
264	Bragg Financial Advisors, Inc	$1.9M	21,122	−1,346	trim
265	Inlet Private Wealth, LLC	$1.9M	21,100	0	no change
266	Telos Capital Management, Inc.	$1.9M	21,069	−43,064	trim
267	GATEWAY INVESTMENT ADVISERS LLC	$1.9M	20,822	+9,504	add
268	ASSOCIATED BANC-CORP	$1.9M	20,772	−1,336	trim
269	Blackhawk Capital Partners, LLC	$1.8M	20,232	+4,491	add
270	Arax Advisory Partners	$1.8M	19,913	+17,480	add
271	Elevated Capital Advisors, LLC	$1.8M	19,938	+13,161	add
272	Robinson Value Management, Ltd.	$1.8M	19,881	−458	trim
273	TOUNJIAN ADVISORY PARTNERS, LLC	$1.8M	19,874	+2,472	add
274	MSH Capital Advisors LLC	$1.7M	19,414	+200	add
275	PYA Waltman Capital, LLC	$1.7M	19,156	−1,661	trim
276	Kestra Investment Management, LLC	$1.7M	18,909	+3,232	add
277	INTECH INVESTMENT MANAGEMENT LLC	$1.7M	18,681	+15,080	add
278	Donoghue Forlines LLC	$1.7M	18,643	+4,292	add
279	Columbia Asset Management	$1.7M	18,365	+190	add
280	INCEPTIONR LLC	$1.6M	18,275	+18,275	new
281	Tidal Investments LLC	$1.6M	18,209	+1,460	add
282	Unison Advisors LLC	$1.6M	18,206	+213	add
283	Atlantic Union Bankshares Corp	$1.6M	18,127	−140	trim
284	United Asset Strategies, Inc.	$1.6M	18,065	+580	add
285	FIRST NATIONAL TRUST CO	$1.6M	17,701	−471	trim
286	ALLEN WEALTH MANAGEMENT, LLC	$1.6M	17,566	+3,075	add
287	Trajan Wealth LLC	$1.5M	16,708	−688	trim
288	TRUIST FINANCIAL CORP	$1.5M	16,529	−3,035	trim
289	Barton Investment Management	$1.5M	16,440	0	no change
290	Insight Advisors, LLC/ PA	$1.5M	16,352	+16,352	new
291	Roundview Capital LLC	$1.5M	16,196	−297	trim
292	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$1.5M	16,094	+5,312	add
293	PRUDENTIAL PLC	$1.4M	16,064	+6,272	add
294	Kesler, Norman & Wride, LLC	$1.4M	15,818	+275	add
295	Headlands Technologies LLC	$1.4M	15,797	+10,944	add
296	Oak Asset Management, LLC	$1.4M	15,763	−305	trim
297	Verdence Capital Advisors LLC	$1.4M	15,670	+1,128	add
298	Walleye Capital LLC	$1.4M	15,513	+10,516	add
299	Greenspring Advisors, LLC	$1.4M	15,441	−5	trim
300	Summit Trail Advisors, LLC	$1.4M	15,381	−3,922	trim
301	Equitable Holdings, Inc.	$1.4M	15,341	+15,341	new
302	Aviance Capital Partners, LLC	$1.4M	15,205	+3,479	add
303	Vontobel Holding Ltd.	$1.4M	15,171	+1,341	add
304	Orion Porfolio Solutions, LLC	$1.4M	15,149	−2,581	trim
305	PINNACLE ASSOCIATES LTD	$1.4M	15,149	−394	trim
306	Lantz Financial LLC	$1.3M	14,875	−1,078	trim
307	Private Advisor Group, LLC	$1.3M	14,641	+3,435	add
308	Sarasin & Partners LLP	$1.3M	14,500	+14,500	new
309	Sanctuary Advisors, LLC	$1.3M	14,374	+2,153	add
310	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$1.3M	14,237	0	no change
311	Confluence Wealth Services, Inc.	$1.3M	14,197	+928	add
312	Carnegie Investment Counsel	$1.3M	14,028	−285	trim
313	Drucker Wealth 3.0, LLC	$1.3M	13,977	−441	trim
314	Norinchukin Bank, The	$1.2M	13,773	−1	trim
315	Metis Global Partners, LLC	$1.2M	13,727	−1,113	trim
316	Manske Wealth Management	$1.2M	13,695	+4,860	add
317	WBI INVESTMENTS, LLC	$1.2M	13,529	+1,047	add
318	JOHNSON INVESTMENT COUNSEL INC	$1.2M	13,440	−1	trim
319	Empowered Funds, LLC	$1.2M	13,286	−2,071	trim
320	MIZUHO SECURITIES USA LLC	$1.2M	13,215	−2,676	trim
321	Clearstead Advisors, LLC	$1.2M	13,213	+2,150	add
322	Siemens Fonds Invest GmbH	$1.2M	13,085	0	no change
323	Vident Advisory, LLC	$1.2M	13,052	+2,324	add
324	Hamrick Investment Counsel, llc	$1.2M	12,948	—	no prior
325	Hennion & Walsh Asset Management, Inc.	$1.2M	12,941	−147	trim
326	U.S. Capital Wealth Advisors, LLC	$1.2M	12,768	+1,713	add
327	Impact Partnership Wealth, LLC	$1.1M	12,534	−2,592	trim
328	Arvest Bank Trust Division	$1.1M	12,499	+385	add
329	Allspring Global Investments Holdings, LLC	$1.1M	12,341	+3,372	add
330	SummitTX Capital, L.P.	$1.1M	12,200	−26,175	trim
331	Merit Financial Group, LLC	$1.1M	12,090	−559	trim
332	Ethic Inc.	$1.1M	12,033	−8,688	trim
333	Ameritas Investment Partners, Inc.	$1.1M	11,884	+1,405	add
334	BROWN, LISLE/CUMMINGS, INC.	$1.1M	11,845	−1,075	trim
335	RBO & CO LLC	$1.1M	11,843	0	no change
336	Centennial Wealth Advisory LLC	$1.1M	11,812	+2,490	add
337	Andrews Advisory Associates, LLC	$1.1M	11,790	+266	add
338	ROCKLAND TRUST CO	$1.1M	11,669	+274	add
339	B. Metzler seel. Sohn & Co. AG	$1.1M	11,649	+11,649	new
340	PROMETHIUM ADVISORS,LLC	$1.0M	11,573	0	no change
341	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$1.0M	11,196	−302,788	trim
342	MOGY JOEL R INVESTMENT COUNSEL INC	$1.0M	11,175	−280	trim
343	Atria Investments, Inc	$978K	10,854	−2,201	trim
344	LMR Partners LLP	$969K	10,749	+7,821	add
345	Maryland State Retirement & Pension System	$963K	10,684	0	no change
346	Ashton Thomas Private Wealth, LLC	$962K	10,674	−316	trim
347	Thoma Capital Management LLC	$960K	10,650	+1,699	add
348	OSSIAM	$959K	10,639	+5,145	add
349	MAI Capital Management	$958K	10,633	+570	add
350	HALL CAPITAL MANAGEMENT CO INC	$958K	9,312	−1,142	trim
351	Mork Capital Management, LLC	$956K	10,610	0	no change
352	Pinnacle Financial Partners, Inc.	$954K	10,580	+279	add
353	Osmosis Investment Management UK Ltd	$952K	10,563	−16,263	trim
354	SteelPeak Wealth, LLC	$948K	10,516	+7,471	add
355	Forvis Mazars Wealth Advisors, LLC	$930K	10,319	−520	trim
356	BEACON INVESTMENT ADVISORS LLC	$919K	10,194	−113	trim
357	LOWE BROCKENBROUGH & CO INC	$916K	10,162	−419	trim
358	DELTA FINANCIAL ADVISORS LLC	$904K	10,029	−514	trim
359	Carnegie Lake Advisors LLC	$901K	10,000	0	no change
360	ALERUS FINANCIAL NA	$898K	9,957	+9,857	add
361	TCM Advisors, LLC	$885K	9,818	+1,400	add
362	Generali Asset Management SPA SGR	$879K	9,750	−7,965	trim
363	Apollon Wealth Management, LLC	$876K	9,717	+2,070	add
364	Mariner, LLC	$854K	9,475	−28,264	trim
365	Wealthcare Capital Partners, LLC	$854K	9,472	−16	trim
366	Hills Bank & Trust Co	$853K	9,462	−730	trim
367	Brindle & Bay Financial Advisors, LLC	$844K	9,359	+2,002	add
368	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$829K	9,200	0	no change
369	RITHOLTZ WEALTH MANAGEMENT	$827K	9,177	+9,177	new
370	BRADLEY FOSTER & SARGENT INC/CT	$823K	9,126	−4,475	trim
371	GHP Investment Advisors, Inc.	$821K	9,106	−626	trim
372	Sequoia Financial Advisors, LLC	$816K	9,054	+1,741	add
373	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$815K	9,045	+9,045	new
374	Principle Wealth Partners LLC	$814K	9,025	0	no change
375	TWIN FOCUS CAPITAL PARTNERS, LLC	$811K	9,000	0	no change
376	Summit Financial, LLC	$804K	8,921	+949	add
377	WINNACLE WEALTH LLC	$802K	8,896	+8,896	new
378	DAVENPORT & Co LLC	$787K	8,735	+47	add
379	Brevan Howard Capital Management LP	$785K	8,707	−5,553	trim
380	CHOREO, LLC	$783K	8,685	+674	add
381	Sepio Capital, LP	$775K	8,592	−342	trim
382	FIL Ltd	$770K	8,537	−15,696	trim
383	NOMURA HOLDINGS INC	$769K	8,527	+2,778	add
384	Crossmark Global Holdings, Inc.	$764K	8,480	—	no prior
385	Beacon Financial Advisory LLC	$764K	8,475	−30	trim
386	Capital Investment Advisory Services, LLC	$759K	8,419	−76	trim
387	ARVEST INVESTMENTS, INC.	$758K	8,410	−151	trim
388	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$754K	8,395	+312	add
389	Wolfstich Capital, LLC	$753K	8,462	+8,462	new
390	Blume Capital Management, Inc.	$750K	8,317	+1,732	add
391	Wilmington Savings Fund Society, FSB	$738K	8,189	+760	add
392	Schonfeld Strategic Advisors LLC	$728K	8,077	+8,077	new
393	COLDSTREAM CAPITAL MANAGEMENT INC	$723K	8,018	+1,386	add
394	MOKAN Wealth Management Inc.	$706K	7,835	+1,353	add
395	Sylvest Advisors, LLC	$697K	7,734	+7,734	new
396	Empirical Finance, LLC	$695K	7,706	−14	trim
397	Enhancing Capital LLC	$690K	7,650	0	no change
398	Live Oak Private Wealth LLC	$685K	7,601	+7,601	new
399	Waldron Private Wealth LLC	$676K	7,504	−145	trim
400	Steward Partners Investment Advisory, LLC	$672K	7,450	+537	add
401	Deseret Mutual Benefit Administrators	$664K	7,367	+4,096	add
402	ABN AMRO INVESTMENT SOLUTIONS	$661K	7,333	+765	add
403	LVW Advisors, LLC	$657K	7,290	+2,944	add
404	Retirement Planning Co of New England, Inc.	$656K	7,283	+812	add
405	Premier Path Wealth Partners, LLC	$647K	7,181	−2,189	trim
406	MCF Advisors LLC	$638K	7,081	—	no prior
407	Pine Haven Investment Counsel, Inc	$635K	7,045	−150	trim
408	TOKIO MARINE ASSET MANAGEMENT CO LTD	$631K	7,002	0	no change
409	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$630K	6,994	+20	add
410	Wealthcare Advisory Partners LLC	$627K	6,959	+513	add
411	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$627K	6,950	−49	trim
412	CAXTON ASSOCIATES LLP	$626K	6,945	+6,945	new
413	NATIXIS	$624K	6,918	−21,913	trim
414	Lido Advisors, LLC	$619K	6,860	+1,136	add
415	SouthState Bank Corp	$611K	6,774	−277	trim
416	EXCHANGE TRADED CONCEPTS, LLC	$606K	6,726	+1,992	add
417	BURNEY CO/	$605K	6,715	+710	add
418	Weaver C. Barksdale & Associates, Inc.	$598K	6,631	+368	add
419	NORDEN GROUP LLC	$595K	6,597	−1,044	trim
420	DAVIS R M INC	$594K	6,590	+6,590	new
421	Roehl & Yi Investment Advisors, LLC	$590K	6,546	+752	add
422	Empirical Asset Management, LLC	$575K	6,381	+233	add
423	AFFINITY INVESTMENT ADVISORS, LLC	$571K	6,337	+975	add
424	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	$571K	6,330	+6,330	new
425	Cove Private Wealth, LLC	$569K	6,315	+90	add
426	Savant Capital, LLC	$564K	6,262	+2,224	add
427	North Dakota State Investment Board	$563K	6,251	−1,251	trim
428	Ameritas Advisory Services, LLC	$558K	6,189	−393	trim
429	Investors Research Corp	$554K	6,142	−250	trim
430	Hilton Head Capital Partners, LLC	$553K	6,134	−43	trim
431	Krane Funds Advisors LLC	$552K	6,189	+2,121	add
432	Ironvine Capital Partners, LLC	$550K	6,100	0	no change
433	JANE STREET GROUP, LLC	$547K	6,063	−1,770	trim
434	STEPHENS INC /AR/	$546K	6,060	+971	add
435	Junk Investment Group, LLC	$546K	6,058	—	no prior
436	International Private Wealth Advisors LLC	$541K	6,003	+1,060	add
437	Dai-ichi Life Insurance Company, Ltd	$541K	6,000	0	no change
438	Apex Wealth Management, LLC	$537K	5,955	+5,955	new
439	SECURIAN ASSET MANAGEMENT, INC	$534K	5,929	0	no change
440	Wealthspire Advisors, LLC	$530K	5,881	−4,448	trim
441	Global X Japan Co., Ltd.	$529K	5,867	+55	add
442	Davis Investment Partners, LLC	$518K	5,743	+292	add
443	INTEGRITY ALLIANCE, LLC.	$516K	5,726	+27	add
444	Allworth Financial LP	$515K	5,716	+175	add
445	Hardy Reed LLC	$515K	5,711	0	no change
446	Abel Hall, LLC	$513K	5,690	+1,292	add
447	HM PAYSON & CO	$510K	5,660	+5,600	add
448	ZACKS INVESTMENT MANAGEMENT	$503K	5,579	−31,206	trim
449	CFS Investment Advisory Services, LLC	$494K	5,093	−449	trim
450	Laird Norton Wetherby Trust Company, LLC	$476K	5,286	−56	trim
451	UMB Bank, n.a.	$473K	5,247	−7	trim
452	SITTNER & NELSON, LLC	$467K	5,184	−304	trim
453	Guinness Asset Management LTD	$466K	5,172	−55	trim
454	Wynn Capital, LLC	$464K	5,152	+80	add
455	Jacobi Capital Management LLC	$464K	5,150	−38	trim
456	JT Stratford LLC	$458K	5,081	−244	trim
457	BOURNE LENT ASSET MANAGEMENT INC	$457K	5,067	0	no change
458	Caprock Group, LLC	$456K	5,062	−1,688	trim
459	EVERGREEN CAPITAL MANAGEMENT LLC	$456K	5,058	+1,136	add
460	MALTESE CAPITAL MANAGEMENT LLC	$451K	5,000	+5,000	new
461	Eurizon SLJ Capital Ltd	$448K	4,974	+4,974	new
462	Oasis Advisors, LLC	$447K	4,962	—	no prior
463	Walser Wealth Management Company, A Ltd Liability Co	$447K	4,960	+4,960	new
464	TOWNSQUARE CAPITAL LLC	$445K	4,938	+172	add
465	Tudor Financial Inc.	$439K	4,871	0	no change
466	Twelve Points Wealth Management LLC	$437K	4,848	+714	add
467	DAYMARK WEALTH PARTNERS, LLC	$435K	4,824	−853	trim
468	FOCUSED ALPHA, LLC	$433K	4,800	+88	add
469	MOLLER WEALTH PARTNERS	$433K	4,800	−1,605	trim
470	AlphaStar Capital Management, LLC	$426K	4,721	+295	add
471	MGO ONE SEVEN LLC	$423K	4,691	+975	add
472	REGIONS FINANCIAL CORP	$422K	4,687	−173	trim
473	Callan Family Office, LLC	$421K	4,666	−461	trim
474	J.W. COLE ADVISORS, INC.	$420K	4,657	−145	trim
475	PRINCIPAL SECURITIES, INC.	$418K	4,642	+761	add
476	EP Wealth Advisors, LLC	$413K	4,587	−808	trim
477	Triumph Capital Management	$407K	4,515	+1,667	add
478	Accurate Wealth Management, LLC	$406K	4,440	+4,440	new
479	SMITHBRIDGE ASSET MANAGEMENT INC/DE	$406K	4,500	−69,396	trim
480	Westerkirk Capital Inc.	$406K	4,500	−200	trim
481	State of Wyoming	$400K	4,433	−907	trim
482	Engineers Gate Manager LP	$399K	4,423	−10,193	trim
483	Bank Julius Baer & Co. Ltd, Zurich	$397K	4,409	+11	add
484	Aurora Investment Counsel	$392K	4,353	−154	trim
485	Obermeyer Wealth Partners	$390K	4,326	0	no change
486	Venture Visionary Partners LLC	$389K	4,310	0	no change
487	CATALYST FINANCIAL PARTNERS LLC	$384K	4,261	+4,261	new
488	Truvestments Capital LLC	$384K	4,255	−4	trim
489	Capital Management Associates, Inc	$379K	4,204	+3	add
490	Snowden Capital Advisors LLC	$377K	4,180	+4,180	new
491	Nautilus Advisors LLC	$374K	4,154	−999	trim
492	Legato Capital Management LLC	$371K	4,121	−2,737	trim
493	DENALI ADVISORS LLC	$371K	4,119	0	no change
494	Voleon Capital Management LP	$369K	4,096	−27,254	trim
495	Larson Financial Group LLC	$368K	4,080	+992	add
496	Western Wealth Management, LLC	$364K	4,036	+4,036	new
497	NORTHCAPE WEALTH MANAGEMENT, LLC	$364K	4,035	0	no change
498	Center For Asset Management LLC	$363K	4,027	−90	trim
499	BAMCO INC /NY/	$361K	4,000	0	no change
500	TEMA ETFS LLC	$359K	3,988	+1,357	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · TROW

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Bridgewater Associates, Caxton Associates $3.7M held
Trimming: 1 Gotham Asset Management $3.3M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · PRICE T ROWE GROUP INC

Merged timeline of congressional filings and notable-manager moves on TROW
Date	Who	Change	Size
2026-05-15	Bridgewater Associates 13F	add	+12,835 sh
2026-05-15	Gotham Asset Management 13F	trim	−848 sh
2026-05-14	Caxton Associates 13F	new	+6,945 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

10 members of Congress disclosed TROW — the congressional view ↗