PRICE T ROWE GROUP INC (TROW) — Institutional Holders, Q2 2026 (page 6)
1,173 institutional investment managers reported a TROW position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $21.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TROW 13F holders ranked 501–600 of 1,173
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | V-Square Quantitative Management#501 · 10,495 sh | 10,495 | $1.2M | — | -8.0% |
| 502 | Strategic Investment Advisors / MI#502 · 10,462 sh | 10,462 | $1.2M | 0.07% | +2.4% |
| 503 | Live Oak Private Wealth#503 · 10,402 sh | 10,402 | $1.2M | 0.15% | +36.9% |
| 504 | Basepoint Wealth#504 · 10,385 sh | 10,385 | $1.2M | 0.68% | +86.2% |
| 505 | Redwood Investment Management#505 · 10,383 sh | 10,383 | $1.2M | 0.12% | +25.9% |
| 506 | Valeo Financial Advisors#506 · 10,362 sh | 10,362 | $1.2M | — | -5.6% |
| 507 | Thoma Capital Management#507 · 10,308 sh | 10,308 | $1.2M | — | -3.2% |
| 508 | CATALYST FINANCIAL PARTNERS#508 · 10,090 sh | 10,090 | $1.1M | 0.11% | +136.8% |
| 509 | BEACON INVESTMENT ADVISORS#509 · 10,073 sh | 10,073 | $1.1M | 0.36% | -1.2% |
| 510 | Carnegie Lake Advisors#510 · 10,000 sh | 10,000 | $1.1M | 0.42% | 0.0% |
| 511 | Caprock Group#511 · 9,991 sh | 9,991 | $1.1M | 0.02% | +97.4% |
| 512 | DELTA FINANCIAL ADVISORS#512 · 9,954 sh | 9,954 | $1.1M | 0.27% | -0.7% |
| 513 | Savant Capital#513 · 10,965 sh | 10,965 | $1.1M | <0.01% | +75.1% |
| 514 | CHESAPEAKE CAPITAL#514 · 9,939 sh | 9,939 | $1.1M | 0.59% | New |
| 515 | Forvis Mazars Wealth Advisors#515 · 9,835 sh | 9,835 | $1.1M | — | -4.7% |
| 516 | OSSIAM#516 · 9,772 sh | 9,772 | $1.1M | 0.01% | -8.1% |
| 517 | Union Heritage Capital#517 · 9,731 sh | 9,731 | $1.1M | 0.38% | 0.0% |
| 518 | Lido Advisors#518 · 9,647 sh | 9,647 | $1.1M | <0.01% | +40.6% |
| 519 | LOWE BROCKENBROUGH#519 · 9,584 sh | 9,584 | $1.1M | 0.05% | -5.7% |
| 520 | Wealthcare Capital Partners#520 · 9,565 sh | 9,565 | $1.1M | — | +1.0% |
| 521 | XTX Topco Ltd#521 · 9,555 sh | 9,555 | $1.1M | 0.01% | -71.3% |
| 522 | Walser Wealth Management Company, A Ltd Liability#522 · 9,502 sh | 9,502 | $1.1M | — | +91.6% |
| 523 | Elevated Capital Advisors#523 · 9,496 sh | 9,496 | $1.1M | 0.30% | -52.4% |
| 524 | Havemeyer Place#524 · 9,467 sh | 9,467 | $1.1M | 0.11% | New |
| 525 | TCM Advisors#525 · 9,418 sh | 9,418 | $1.1M | 0.08% | -4.1% |
| 526 | CAXTON ASSOCIATES LLP#526 · 9,346 sh | 9,346 | $1.1M | 0.02% | +34.6% |
| 527 | Blackhawk Capital Partners#527 · 9,327 sh | 9,327 | $1.1M | 0.35% | -53.9% |
| 528 | Hills Bank#528 · 9,317 sh | 9,317 | $1.1M | 0.05% | -1.5% |
| 529 | Brindle & Bay Financial Advisors#529 · 9,248 sh | 9,248 | $1.1M | — | -1.2% |
| 530 | STONERIDGE INVESTMENT PARTNERS#530 · 9,331 sh | 9,331 | $1.0M | 0.68% | New |
| 531 | Wealthspire Advisors#531 · 9,146 sh | 9,146 | $1.0M | <0.01% | +55.5% |
| 532 | Belpointe Asset Management#532 · 9,040 sh | 9,040 | $1.0M | 0.03% | +139.2% |
| 533 | Icon Wealth Advisors#533 · 9,036 sh | 9,036 | $1.0M | 0.06% | +29.1% |
| 534 | Principle Wealth Partners#534 · 9,025 sh | 9,025 | $1.0M | 0.05% | 0.0% |
| 535 | TWIN FOCUS CAPITAL PARTNERS#535 · 9,000 sh | 9,000 | $1.0M | 0.10% | 0.0% |
| 536 | MGO ONE SEVEN#536 · 8,931 sh | 8,931 | $1.0M | 0.02% | +90.4% |
| 537 | BRADLEY FOSTER & SARGENT#537 · 8,883 sh | 8,883 | $1.0M | 0.01% | -2.7% |
| 538 | LVW Advisors#538 · 8,864 sh | 8,864 | $1.0M | — | +21.6% |
| 539 | ACORN FINANCIAL ADVISORY SERVICES#539 · 8,832 sh | 8,832 | $1.0M | 0.13% | +39.5% |
| 540 | WEDBUSH SECURITIES#540 · 8,816 sh | 8,816 | $1.0M | — | -3.0% |
| 541 | Generali Asset Management SPA SGR#541 · 8,807 sh | 8,807 | $1.0M | — | -9.7% |
| 542 | Patriot Financial Group Insurance Agency#542 · 8,722 sh | 8,722 | $991.6K | — | New |
| 543 | Modern Wealth Management#543 · 8,604 sh | 8,604 | $978.2K | 0.01% | +173.4% |
| 544 | Sepio Capital#544 · 8,586 sh | 8,586 | $976.2K | — | -0.1% |
| 545 | WINNOW WEALTH#545 · 8,563 sh | 8,563 | $973.5K | — | -3.7% |
| 546 | Beacon Financial Advisory#546 · 8,475 sh | 8,475 | $963.5K | — | 0.0% |
| 547 | Plato Investment Management Ltd#547 · 8,495 sh | 8,495 | $960.2K | 0.05% | -48.4% |
| 548 | EVERGREEN CAPITAL MANAGEMENT#548 · 8,413 sh | 8,413 | $956.5K | — | +66.3% |
| 549 | North Dakota State Investment Board#549 · 8,327 sh | 8,327 | $946.7K | 0.04% | +33.2% |
| 550 | THRIVENT FINANCIAL FOR LUTHERANS#550 · 8,306 sh | 8,306 | $944.0K | <0.01% | -4.4% |
| 551 | EXCHANGE TRADED CONCEPTS#551 · 8,268 sh | 8,268 | $940.0K | <0.01% | +22.9% |
| 552 | ARVEST INVESTMENTS#552 · 8,224 sh | 8,224 | $935.0K | — | -2.2% |
| 553 | Summit Financial#553 · 8,155 sh | 8,155 | $927.2K | 0.01% | -8.6% |
| 554 | COLDSTREAM CAPITAL MANAGEMENT#554 · 8,149 sh | 8,149 | $926.5K | 0.01% | +1.6% |
| 555 | Abundance Wealth Counselors#555 · 8,123 sh | 8,123 | $923.5K | — | New |
| 556 | OF VERMONT#556 · 8,071 sh | 8,071 | $917.6K | — | — |
| 557 | GHP Investment Advisors#557 · 8,067 sh | 8,067 | $917.1K | — | -11.4% |
| 558 | CHOREO#558 · 8,027 sh | 8,027 | $912.6K | 0.01% | -7.6% |
| 559 | Sylvest Advisors#559 · 8,023 sh | 8,023 | $912.1K | — | +3.7% |
| 560 | CAISSE DES DEPOTS ET CONSIGNATIONS#560 · 8,015 sh | 8,015 | $911.2K | 0.02% | New |
| 561 | E. Ohman J:or Asset Management AB#561 · 8,003 sh | 8,003 | $909.9K | — | +21.2% |
| 562 | Capital Investment Advisory Services#562 · 8,001 sh | 8,001 | $909.6K | 0.06% | -5.0% |
| 563 | HENDLEY#563 · 7,960 sh | 7,960 | $905.0K | 0.32% | -0.6% |
| 564 | Empirical Finance#564 · 7,956 sh | 7,956 | $904.5K | 0.04% | +3.2% |
| 565 | AMERICAN NATIONAL BANK#565 · 7,949 sh | 7,949 | $903.7K | — | +2.6% |
| 566 | PHYSICIANS FINANCIAL SERVICES#566 · 7,822 sh | 7,822 | $889.0K | 0.22% | 0.0% |
| 567 | Wealth Group, Ltd.#567 · 7,822 sh | 7,822 | $889.0K | 0.22% | +160.6% |
| 568 | GROESBECK INVESTMENT MANAGEMENT#568 · 7,782 sh | 7,782 | $885.0K | — | -0.7% |
| 569 | Wilmington Savings Fund Society, FSB#569 · 7,749 sh | 7,749 | $881.0K | — | -5.4% |
| 570 | Enhancing Capital#570 · 7,650 sh | 7,650 | $869.7K | — | 0.0% |
| 571 | MCF Advisors#571 · 7,497 sh | 7,497 | $852.4K | 0.03% | +5.9% |
| 572 | Brookstone Capital Management#572 · 7,457 sh | 7,457 | $847.8K | — | -92.7% |
| 573 | SlateStone Wealth#573 · 7,420 sh | 7,420 | $844.0K | 0.06% | -17.7% |
| 574 | DAVENPORT#574 · 7,398 sh | 7,398 | $841.1K | — | -15.3% |
| 575 | Apollon Wealth Management#575 · 7,396 sh | 7,396 | $840.9K | — | -23.9% |
| 576 | Sterling Capital Management#576 · 7,377 sh | 7,377 | $838.7K | — | -11.4% |
| 577 | Alphadyne Asset Management#577 · 7,376 sh | 7,376 | $838.6K | <0.01% | +121.0% |
| 578 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#578 · 7,127 sh | 7,127 | $827.5K | 0.05% | -15.1% |
| 579 | Retirement Planning of New England#579 · 7,178 sh | 7,178 | $816.1K | — | -1.4% |
| 580 | Numerai GP#580 · 7,139 sh | 7,139 | $811.6K | 0.07% | -90.3% |
| 581 | BURNEY#581 · 7,072 sh | 7,072 | $804.0K | — | +5.3% |
| 582 | HARTLINE INVESTMENT#582 · 7,070 sh | 7,070 | $803.8K | 0.07% | 0.0% |
| 583 | Pine Haven Investment Counsel#583 · 7,041 sh | 7,041 | $800.5K | 0.54% | -0.1% |
| 584 | NORDEN GROUP#584 · 7,011 sh | 7,011 | $797.0K | — | +6.3% |
| 585 | TOKIO MARINE ASSET MANAGEMENT LTD#585 · 7,002 sh | 7,002 | $796.1K | — | 0.0% |
| 586 | Miracle Mile Advisors#586 · 6,943 sh | 6,943 | $789.4K | <0.01% | New |
| 587 | Waldron Private Wealth#587 · 6,884 sh | 6,884 | $782.6K | 0.03% | -8.3% |
| 588 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#588 · 6,869 sh | 6,869 | $780.9K | <0.01% | -1.8% |
| 589 | GAMMA Investing#589 · 6,802 sh | 6,802 | $773.3K | — | +19.3% |
| 590 | Roehl & Yi Investment Advisors#590 · 6,743 sh | 6,743 | $766.6K | 0.25% | +3.0% |
| 591 | SouthState Bank#591 · 6,703 sh | 6,703 | $762.1K | 0.03% | -1.0% |
| 592 | Kathmere Capital Management#592 · 6,642 sh | 6,642 | $755.1K | — | +114.5% |
| 593 | PRAIRIE ADVISORY#593 · 6,633 sh | 6,633 | $754.1K | — | — |
| 594 | Weaver C. Barksdale & Associates#594 · 6,624 sh | 6,624 | $753.1K | 0.68% | -0.1% |
| 595 | Benin Management#595 · 6,569 sh | 6,569 | $746.8K | — | -2.2% |
| 596 | HARBOR INVESTMENT ADVISORY#596 · 6,537 sh | 6,537 | $743.1K | — | -9.1% |
| 597 | Goelzer Investment Management#597 · 6,500 sh | 6,500 | $739.0K | — | -87.5% |
| 598 | EDMOND DE ROTHSCHILD HOLDING S.A.#598 · 6,477 sh | 6,477 | $736.4K | <0.01% | New |
| 599 | MUFG SECURITIES AMERICAS#599 · 6,454 sh | 6,454 | $733.8K | 0.04% | +6.7% |
| 600 | Deseret Mutual Benefit Administrators#600 · 6,453 sh | 6,453 | $733.6K | 0.24% | -12.4% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.