PRICE T ROWE GROUP INC (TROW) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 1,173
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | GeoWealth Management#701 · 3,999 sh | 3,999 | $454.6K | 0.01% | +18.5% |
| 702 | Nautilus Advisors#702 · 3,832 sh | 3,832 | $454.3K | — | -7.8% |
| 703 | TCG Advisory Services#703 · 3,964 sh | 3,964 | $450.6K | <0.01% | +35.9% |
| 704 | Excelsior Advisor Network#704 · 3,931 sh | 3,931 | $446.9K | 0.06% | New |
| 705 | US Asset Management#705 · 3,904 sh | 3,904 | $443.8K | 0.34% | 0.0% |
| 706 | CIDEL ASSET MANAGEMENT#706 · 3,892 sh | 3,892 | $442.5K | 0.02% | +4.7% |
| 707 | VestGen Advisors#707 · 3,883 sh | 3,883 | $441.5K | 0.01% | +43.7% |
| 708 | Ballentine Partners#708 · 3,873 sh | 3,873 | $440.3K | <0.01% | New |
| 709 | Keystone Financial Group#709 · 3,865 sh | 3,865 | $439.4K | 0.03% | +6.9% |
| 710 | JMN Financial#710 · 3,863 sh | 3,863 | $439.2K | 0.34% | +53.2% |
| 711 | Hoxton Planning & Management#711 · 3,856 sh | 3,856 | $438.4K | — | +2.6% |
| 712 | Machina Capital S.A.S.#712 · 3,840 sh | 3,840 | $436.6K | 0.07% | New |
| 713 | Talon Private Wealth#713 · 3,832 sh | 3,832 | $435.7K | 0.03% | New |
| 714 | Financial Advisors Network#714 · 3,815 sh | 3,815 | $433.7K | 0.05% | +1.9% |
| 715 | Chicago Partners Investment Group#715 · 3,768 sh | 3,768 | $433.1K | — | +19.3% |
| 716 | Graves-Light Private Wealth Management#716 · 3,769 sh | 3,769 | $428.5K | — | 0.0% |
| 717 | Stratos Wealth Partners, LTD.#717 · 3,765 sh | 3,765 | $428.1K | <0.01% | +6.8% |
| 718 | LOGAN CAPITAL MANAGEMENT#718 · 3,756 sh | 3,756 | $427.0K | 0.02% | New |
| 719 | Nexus Investment Management ULC#719 · 3,740 sh | 3,740 | $425.2K | 0.06% | 0.0% |
| 720 | Concurrent Investment Advisors#720 · 3,732 sh | 3,732 | $424.3K | — | +0.1% |
| 721 | KESTRA PRIVATE WEALTH SERVICES#721 · 3,704 sh | 3,704 | $421.2K | <0.01% | -5.1% |
| 722 | TOBAM#722 · 3,704 sh | 3,704 | $421.0K | 0.10% | -52.7% |
| 723 | Compound Planning#723 · 3,663 sh | 3,663 | $416.3K | 0.01% | +12.8% |
| 724 | Purkiss Capital Advisors#724 · 3,611 sh | 3,611 | $410.5K | 0.16% | +0.2% |
| 725 | Hillman Capital Management#725 · 3,610 sh | 3,610 | $410.4K | 0.30% | -86.1% |
| 726 | KEYNOTE FINANCIAL SERVICES#726 · 3,604 sh | 3,604 | $409.7K | 0.19% | +0.8% |
| 727 | MOLLER WEALTH PARTNERS#727 · 3,600 sh | 3,600 | $409.3K | — | -25.0% |
| 728 | TCW GROUP#728 · 3,581 sh | 3,581 | $407.1K | <0.01% | -0.1% |
| 729 | OF TOLEDO NA#729 · 3,563 sh | 3,563 | $405.1K | — | -3.4% |
| 730 | Birch Capital Management#730 · 3,561 sh | 3,561 | $404.9K | 0.20% | -46.7% |
| 731 | TrueNorth#731 · 3,540 sh | 3,540 | $402.5K | 0.03% | New |
| 732 | CENTRAL#732 · 3,538 sh | 3,538 | $402.2K | <0.01% | -1.4% |
| 733 | OLD POINT & FINANCIAL SERVICES N A#733 · 3,525 sh | 3,525 | $400.8K | 0.12% | -13.7% |
| 734 | Neo Ivy Capital Management#734 · 3,515 sh | 3,515 | $399.6K | 0.09% | New |
| 735 | SMITHBRIDGE ASSET MANAGEMENT#735 · 3,500 sh | 3,500 | $397.9K | — | -22.2% |
| 736 | ZACKS INVESTMENT MANAGEMENT#736 · 3,496 sh | 3,496 | $397.5K | <0.01% | -37.3% |
| 737 | AlphaCore Capital#737 · 3,482 sh | 3,482 | $395.8K | <0.01% | +45.8% |
| 738 | CARDEROCK CAPITAL MANAGEMENT#738 · 3,450 sh | 3,450 | $392.2K | — | 0.0% |
| 739 | NorthCrest Asset Manangement#739 · 3,350 sh | 3,350 | $392.1K | — | New |
| 740 | Berman McAleer#740 · 3,411 sh | 3,411 | $387.8K | — | +0.2% |
| 741 | Kingsview Wealth Management#741 · 3,410 sh | 3,410 | $387.7K | <0.01% | -10.6% |
| 742 | VISIONARY HORIZONS#742 · 3,388 sh | 3,388 | $385.2K | — | -0.1% |
| 743 | WHITENER CAPITAL MANAGEMENT#743 · 3,380 sh | 3,380 | $384.3K | — | -0.1% |
| 744 | Range Advisory#744 · 3,358 sh | 3,358 | $381.7K | 0.05% | New |
| 745 | Larson Financial Group#745 · 3,330 sh | 3,330 | $378.5K | <0.01% | -18.4% |
| 746 | Cornerstone Wealth Management#746 · 3,321 sh | 3,321 | $377.6K | 0.02% | -4.2% |
| 747 | Prospera Financial Services#747 · 3,310 sh | 3,310 | $376.5K | <0.01% | +13.3% |
| 748 | RMB Capital Management#748 · 3,310 sh | 3,310 | $376.3K | <0.01% | -1.1% |
| 749 | SCOTIA CAPITAL#749 · 3,286 sh | 3,286 | $373.6K | <0.01% | +13.5% |
| 750 | SAGESPRING WEALTH PARTNERS#750 · 3,272 sh | 3,272 | $372.0K | — | New |
| 751 | EXCALIBUR MANAGEMENT#751 · 3,269 sh | 3,269 | $371.7K | 0.12% | +2.1% |
| 752 | Wealthquest#752 · 3,262 sh | 3,262 | $370.9K | 0.02% | New |
| 753 | Clear Harbor Asset Management#753 · 3,256 sh | 3,256 | $370.2K | 0.02% | +0.1% |
| 754 | FOUNDERS FINANCIAL SECURITIES#754 · 3,253 sh | 3,253 | $369.8K | 0.02% | +0.4% |
| 755 | Pallas Capital Advisors#755 · 3,249 sh | 3,249 | $369.4K | 0.01% | -0.9% |
| 756 | Heritage#756 · 3,235 sh | 3,235 | $367.8K | 0.03% | 0.0% |
| 757 | Plan Group Financial#757 · 3,234 sh | 3,234 | $367.7K | — | +34.3% |
| 758 | WESTWOOD GROUP#758 · 3,228 sh | 3,228 | $367.0K | <0.01% | New |
| 759 | Dorsey & Whitney#759 · 3,224 sh | 3,224 | $366.5K | 0.02% | -0.6% |
| 760 | OSTRUM ASSET MANAGEMENT#760 · 3,212 sh | 3,212 | $365.2K | 0.02% | 0.0% |
| 761 | PFG Investments#761 · 3,204 sh | 3,204 | $364.3K | 0.01% | New |
| 762 | XXI WEALTH#762 · 3,204 sh | 3,204 | $364.3K | — | +14.4% |
| 763 | LGT Group Foundation#763 · 3,185 sh | 3,185 | $362.1K | <0.01% | -15.1% |
| 764 | MTM Investment Management#764 · 3,175 sh | 3,175 | $360.9K | 0.10% | -1.1% |
| 765 | Brown Miller Wealth Management#765 · 3,163 sh | 3,163 | $359.6K | 0.09% | 0.0% |
| 766 | Oakmont Advisory Group#766 · 3,151 sh | 3,151 | $358.3K | 0.30% | -10.4% |
| 767 | Sound Financial Strategies Group#767 · 3,151 sh | 3,151 | $358.2K | 0.23% | +1.5% |
| 768 | Triumph Capital Management#768 · 3,107 sh | 3,107 | $353.3K | — | -31.2% |
| 769 | B. Riley Wealth Advisors#769 · 3,084 sh | 3,084 | $352.8K | — | New |
| 770 | HBK Sorce Advisory#770 · 3,059 sh | 3,059 | $351.7K | <0.01% | +1.2% |
| 771 | Kera Capital Partners#771 · 3,076 sh | 3,076 | $349.7K | 0.03% | +19.4% |
| 772 | Douglass Winthrop Advisors#772 · 3,069 sh | 3,069 | $348.9K | <0.01% | 0.0% |
| 773 | HANTZ FINANCIAL SERVICES#773 · 3,058 sh | 3,058 | $348.0K | <0.01% | -0.6% |
| 774 | Horizon Advisory Services#774 · 3,056 sh | 3,056 | $347.4K | 0.15% | -4.3% |
| 775 | Hilton Head Capital Partners#775 · 3,054 sh | 3,054 | $347.2K | — | -50.2% |
| 776 | ENTERPRISE FINANCIAL SERVICES#776 · 3,052 sh | 3,052 | $347.0K | 0.14% | +3.5% |
| 777 | GW HENSSLER & ASSOCIATES LTD#777 · 3,025 sh | 3,025 | $343.9K | — | 0.0% |
| 778 | Aristotle Atlantic Partners#778 · 3,000 sh | 3,000 | $341.1K | 0.01% | 0.0% |
| 779 | Martel Wealth Advisors#779 · 3,000 sh | 3,000 | $341.1K | — | 0.0% |
| 780 | Legato Capital Management#780 · 2,995 sh | 2,995 | $340.5K | 0.03% | -27.3% |
| 781 | Goldstein Advisors#781 · 2,985 sh | 2,985 | $339.4K | — | New |
| 782 | Saratoga Research & Investment Management#782 · 2,977 sh | 2,977 | $338.5K | — | 0.0% |
| 783 | TOCQUEVILLE ASSET MANAGEMENT L.P.#783 · 2,957 sh | 2,957 | $336.2K | <0.01% | New |
| 784 | Integrated Advisors Network#784 · 2,956 sh | 2,956 | $336.1K | — | -25.5% |
| 785 | BEACON FINANCIAL GROUP#785 · 2,953 sh | 2,953 | $335.7K | — | -12.5% |
| 786 | World Investment Advisors#786 · 3,619 sh | 3,619 | $335.5K | <0.01% | -4.3% |
| 787 | River Wealth Advisors#787 · 2,946 sh | 2,946 | $334.9K | 0.04% | -5.6% |
| 788 | Tortoise Investment Management#788 · 2,935 sh | 2,935 | $333.7K | 0.02% | +0.9% |
| 789 | Paulson Wealth Management#789 · 2,935 sh | 2,935 | $333.7K | 0.07% | +11.0% |
| 790 | PERSONAL CFO SOLUTIONS#790 · 2,925 sh | 2,925 | $332.6K | 0.05% | -0.5% |
| 791 | GROUPAMA ASSET MANAGMENT#791 · 2,912 sh | 2,912 | $331.2K | <0.01% | +0.7% |
| 792 | Strategic Advisors#792 · 2,900 sh | 2,900 | $329.7K | — | 0.0% |
| 793 | Gen-Wealth Partners#793 · 2,866 sh | 2,866 | $325.8K | 0.09% | -7.4% |
| 794 | MOODY NATIONAL BANK DIVISION#794 · 2,864 sh | 2,864 | $325.6K | — | +11.0% |
| 795 | Revisor Wealth Management#795 · 2,860 sh | 2,860 | $325.2K | — | +3.2% |
| 796 | RFG Advisory#796 · 2,856 sh | 2,856 | $324.7K | <0.01% | +21.1% |
| 797 | Bill Few Associates#797 · 2,837 sh | 2,837 | $322.5K | — | +0.6% |
| 798 | Gateway Wealth Partners#798 · 2,831 sh | 2,831 | $321.9K | 0.02% | +6.9% |
| 799 | Dynamic Advisor Solutions#799 · 2,800 sh | 2,800 | $318.3K | — | New |
| 800 | CLIFFORD SWAN INVESTMENT COUNSEL#800 · 2,773 sh | 2,773 | $315.3K | 0.01% | 0.0% |
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.