TAXE Institutional Ownership & Shareholders
T ROWE PRICE INTERMED MUNP B (TAXE) is currently held by 27 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $62.25M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Price T Rowe Associates Inc is currently the largest disclosed institutional shareholder of TAXE tracked by InsiderSet, reporting ownership valued at approximately $14.71M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $14.34M, representing an estimated loss of -2.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed TAXE value among the investors covered in this analysis. Major shareholders include Price T Rowe Associates Inc, Lpl Financial Llc, Pearl Planning Llc, and several other long-term asset managers with concentrated positions in T ROWE PRICE INTERMED MUNP B (TAXE).
This page ranks the largest institutional TAXE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
27
Total Reported Value
$62.25M
Largest Holder
Price T Rowe Associates Inc
Largest Position
$14.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 0.00% | 286,867 | $14,710,000 | $14,339,621 | -$370,379 | -2.52% | |
| Lpl Financial Llc | 0.00% | 188,792 | $9,680,286 | $9,437,146 | -$243,140 | -2.51% | |
| Pearl Planning Llc | 2.96% | 147,274 | $7,130,420 | $7,361,785 | +$231,365 | +3.24% | |
| Bank Of New York Mellon Corp | 0.00% | 109,751 | $5,627,485 | $5,486,123 | -$141,362 | -2.51% | |
| Jones Financial Companies Lllp | 0.00% | 60,008 | $3,076,010 | $2,999,620 | -$76,390 | -2.48% | |
| Raymond James Financial Inc | 0.00% | 55,395 | $2,840,378 | $2,769,030 | -$71,348 | -2.51% | |
| Cetera Investment Advisers | 0.00% | 54,200 | $2,779,102 | $2,709,295 | -$69,807 | -2.51% | |
| Envestnet Asset Management Inc | 0.00% | 52,916 | $2,713,258 | $2,645,112 | -$68,146 | -2.51% | |
| Bensler, Llc | 0.22% | 48,588 | $2,491,329 | $2,428,768 | -$62,561 | -2.51% | |
| Flagship Harbor Advisors, Llc | 0.08% | 46,177 | $2,235,710 | $2,308,250 | +$72,540 | +3.24% | |
| Well Done, Llc | 0.30% | 45,600 | $2,207,775 | $2,279,407 | +$71,632 | +3.24% | |
| &Partners | 0.01% | 37,874 | $1,942,014 | $1,893,208 | -$48,806 | -2.51% | |
| Old Mission Capital Llc | 0.02% | 13,394 | $686,777 | $669,526 | -$17,251 | -2.51% | |
| Kfg Wealth Management, Llc | 0.06% | 12,142 | $587,868 | $606,942 | +$19,074 | +3.24% | |
| Private Advisor Group, Llc | 0.00% | 10,800 | $553,771 | $539,860 | -$13,911 | -2.51% | |
| Jane Street Group, Llc | 0.00% | 8,608 | $441,375 | $430,288 | -$11,087 | -2.51% | |
| Integrated Wealth Concepts Llc | 0.00% | 8,262 | $423,634 | $412,993 | -$10,641 | -2.51% | |
| Truist Financial Corp | 0.00% | 8,737 | $423,011 | $436,736 | +$13,725 | +3.24% | |
| Jb Capital Llc | 0.01% | 8,412 | $407,273 | $420,491 | +$13,218 | +3.25% | |
| Cary Street Partners Financial Llc | 0.01% | 6,129 | $314,264 | $306,370 | -$7,894 | -2.51% | |
| Citadel Advisors Llc | 0.00% | 5,028 | $257,811 | $251,335 | -$6,476 | -2.51% | |
| Landmark Wealth Management, Llc | 0.06% | 4,909 | $251,698 | $245,386 | -$6,312 | -2.51% | |
| Fourth Dimension Wealth, Llc | 0.06% | 3,500 | $179,463 | $174,955 | -$4,509 | -2.51% | |
| Newedge Advisors, Llc | 0.00% | 3,290 | $168,684 | $164,457 | -$4,227 | -2.51% | |
| Osaic Holdings, Inc. | 0.00% | 1,243 | $63,763 | $62,134 | -$1,629 | -2.56% | |
| Creative Financial Designs Inc | 0.00% | 1,200 | $61,530 | $59,984 | -$1,546 | -2.51% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 5,221 | $268 | $260,982 | +$260,714 | +97281.39% |
Frequently asked questions about TAXE
Who are the largest institutional holders of TAXE?
The largest institutional holders of TAXE reported in the latest SEC Form 13F filings include Price T Rowe Associates Inc, Lpl Financial Llc, Pearl Planning Llc, Bank Of New York Mellon Corp, and Jones Financial Companies Lllp. InsiderSet ranks institutional holders by their latest reported TAXE position.
What is TAXE institutional ownership?
This page tracks TAXE positions reported by institutional investment managers through SEC Form 13F. T ROWE PRICE INTERMED MUNP B (TAXE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TAXE?
InsiderSet currently tracks 27 institutional managers reporting TAXE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TAXE shareholders.
How much TAXE stock do institutions own?
Institutional investment managers disclosed approximately $62.25M in TAXE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TAXE institutional ownership last updated?
The latest TAXE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TAXE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TAXE position after the reporting date.
Are institutions buying or selling TAXE?
Institutional buying and selling can be analyzed by comparing TAXE positions across consecutive 13F reporting periods. InsiderSet's TAXE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TAXE ownership changes.
How has TAXE institutional ownership changed over time?
InsiderSet tracks TAXE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.