Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 791 holders are listed, largest first: 791
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $13.4B
holders whose share count rose or who opened the position (new + add), by shares: 381
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 125

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

Newest 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 2026-07-03 → 2026-10-01 · 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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

10 members of Congress disclosed TROW — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).