TDVG Institutional Ownership & Shareholders
T ROWE PRICE DIVIDEND GROWTH (TDVG) is currently held by 141 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $871.17M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is currently the largest disclosed institutional shareholder of TDVG tracked by InsiderSet, reporting ownership valued at approximately $215.54M 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 $223.01M, representing an estimated gain of +3.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed TDVG value among the investors covered in this analysis. Major shareholders include Sequoia Financial Advisors, National Pension Service, Bank Of America Corp, and several other long-term asset managers with concentrated positions in T ROWE PRICE DIVIDEND GROWTH (TDVG).
This page ranks the largest institutional TDVG 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
141
Total Reported Value
$871.17M
Largest Holder
Sequoia Financial Advisors
Largest Position
$215.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors | 1.08% | 4,396,076 | $215,539,595 | $223,012,935 | +$7,473,340 | +3.47% | |
| National Pension Service | 0.09% | 2,762,617 | $135,451,112 | $140,147,560 | +$4,696,448 | +3.47% | |
| Bank Of America Corp | 0.01% | 2,541,950 | $124,631,828 | $128,953,123 | +$4,321,295 | +3.47% | |
| Price T Rowe Associates Inc | 0.01% | 1,527,399 | $74,889,000 | $77,484,951 | +$2,595,951 | +3.47% | |
| Jones Financial Companies Lllp | 0.01% | 570,408 | $27,641,973 | $28,936,798 | +$1,294,825 | +4.68% | |
| Commonwealth Equity Services, Llc | 0.03% | 463,106 | $22,349,491 | $23,493,367 | +$1,143,876 | +5.12% | |
| Rockefeller Capital Management L.P. | 0.03% | 405,008 | $19,857,579 | $20,546,056 | +$688,477 | +3.47% | |
| Yarger Wealth Strategies, Llc | 7.04% | 395,595 | $19,589,887 | $20,068,534 | +$478,647 | +2.44% | |
| Cetera Investment Advisers | 0.02% | 362,698 | $17,783,104 | $18,399,670 | +$616,566 | +3.47% | |
| Fmr Llc | 0.00% | 309,695 | $15,184,346 | $15,710,827 | +$526,481 | +3.47% | |
| Gaddis Premier Wealth Advisors Llc | 8.23% | 307,540 | $14,841,880 | $15,601,504 | +$759,624 | +5.12% | |
| Lpl Financial Llc | 0.00% | 301,675 | $14,791,116 | $15,303,973 | +$512,857 | +3.47% | |
| Allworth Financial Lp | 0.06% | 294,417 | $14,435,242 | $14,935,774 | +$500,532 | +3.47% | |
| Envestnet Asset Management Inc | 0.00% | 263,939 | $12,940,953 | $13,389,625 | +$448,672 | +3.47% | |
| Focus Partners Wealth | 0.01% | 236,346 | $11,588,057 | $11,989,833 | +$401,776 | +3.47% | |
| United Advisor Group, Llc | 1.04% | 200,703 | $9,840,491 | $10,181,663 | +$341,172 | +3.47% | |
| Frontier Asset Management, Llc | 1.78% | 195,466 | $9,433,205 | $9,915,990 | +$482,785 | +5.12% | |
| Grant Street Asset Management, Inc. | 1.07% | 135,595 | $6,543,833 | $6,878,734 | +$334,901 | +5.12% | |
| Centaurus Financial, Inc. | 0.22% | 116,664 | $5,720,000 | $5,918,365 | +$198,365 | +3.47% | |
| Tpg Advisors Llc | 2.40% | 93,292 | $4,502,272 | $4,732,703 | +$230,431 | +5.12% | |
| Sandy Cove Advisors, Llc | 1.07% | 87,200 | $4,275,411 | $4,423,656 | +$148,245 | +3.47% | |
| Mbl Wealth, Llc | 0.24% | 81,442 | $3,930,392 | $4,131,553 | +$201,161 | +5.12% | |
| Mb, Levis & Associates, Llc | 1.22% | 69,000 | $3,329,953 | $3,500,370 | +$170,417 | +5.12% | |
| Capital Investment Advisory Services, Llc | 0.19% | 64,689 | $3,121,885 | $3,281,673 | +$159,788 | +5.12% | |
| Nautilus Advisors Llc | 1.68% | 57,656 | $2,782,488 | $2,924,889 | +$142,401 | +5.12% | |
| Asset One Wealth Management Llc | 0.23% | 55,526 | $2,679,696 | $2,816,834 | +$137,138 | +5.12% | |
| First Pacific Financial | 0.27% | 54,841 | $2,646,627 | $2,782,084 | +$135,457 | +5.12% | |
| Kestra Advisory Services, Llc | 0.01% | 51,279 | $2,474,716 | $2,601,384 | +$126,668 | +5.12% | |
| Raymond James Financial Inc | 0.00% | 45,313 | $2,221,696 | $2,298,728 | +$77,032 | +3.47% | |
| Janney Montgomery Scott Llc | 0.00% | 44,174 | $2,166,000 | $2,240,947 | +$74,947 | +3.46% | |
| Lighthouse Wealth Management Inc. | 1.29% | 44,174 | $2,131,855 | $2,240,947 | +$109,092 | +5.12% | |
| Beaumont Financial Advisors, Llc | 0.13% | 41,730 | $2,013,878 | $2,116,963 | +$103,085 | +5.12% | |
| Apella Capital, Llc | 0.02% | 38,997 | $1,907,748 | $1,978,318 | +$70,570 | +3.70% | |
| Financial Connections Group, Inc. | 0.64% | 41,161 | $1,837,000 | $2,088,098 | +$251,098 | +13.67% | |
| Pinnacle Financial Partners, Inc. | 0.01% | 37,329 | $1,830,275 | $1,893,700 | +$63,425 | +3.47% | |
| Nvest Wealth Strategies, Inc. | 1.31% | 37,052 | $1,788,127 | $1,879,648 | +$91,521 | +5.12% | |
| Stifel Financial Corp | 0.00% | 35,278 | $1,729,692 | $1,789,653 | +$59,961 | +3.47% | |
| Continuum Advisory, Llc | 0.14% | 34,499 | $1,691,486 | $1,750,134 | +$58,648 | +3.47% | |
| Harbour Investments, Inc. | 0.02% | 33,667 | $1,650,678 | $1,707,927 | +$57,249 | +3.47% | |
| Newman Dignan & Sheerar, Inc. | 0.30% | 32,976 | $1,591,412 | $1,672,872 | +$81,460 | +5.12% | |
| &Partners | 0.01% | 31,165 | $1,528,044 | $1,581,000 | +$52,956 | +3.47% | |
| Formidable Asset Management, Llc | 0.23% | 32,312 | $1,442,085 | $1,639,188 | +$197,103 | +13.67% | |
| Bill Few Associates, Inc. | 0.29% | 28,986 | $1,398,864 | $1,470,460 | +$71,596 | +5.12% | |
| Selby Wealth Management, Llc | 0.47% | 27,916 | $1,347,247 | $1,416,179 | +$68,932 | +5.12% | |
| Thoroughbred Financial Services, Llc | 0.06% | 25,475 | $1,249,000 | $1,292,347 | +$43,347 | +3.47% | |
| Navpoint Financial, Inc. | 0.44% | 25,782 | $1,244,221 | $1,307,921 | +$63,700 | +5.12% | |
| Osaic Holdings, Inc. | 0.00% | 23,487 | $1,152,030 | $1,191,496 | +$39,466 | +3.43% | |
| Mariner, Llc | 0.00% | 21,926 | $1,075,029 | $1,112,306 | +$37,277 | +3.47% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 21,572 | $1,058,087 | $1,094,348 | +$36,261 | +3.43% | |
| Fortis Group Advisors, Llc | 0.16% | 20,818 | $1,020,707 | $1,056,097 | +$35,390 | +3.47% |
Frequently asked questions about TDVG
Who are the largest institutional holders of TDVG?
The largest institutional holders of TDVG reported in the latest SEC Form 13F filings include Sequoia Financial Advisors, National Pension Service, Bank Of America Corp, Price T Rowe Associates Inc, and Jones Financial Companies Lllp. InsiderSet ranks institutional holders by their latest reported TDVG position.
What is TDVG institutional ownership?
This page tracks TDVG positions reported by institutional investment managers through SEC Form 13F. T ROWE PRICE DIVIDEND GROWTH (TDVG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TDVG?
InsiderSet currently tracks 141 institutional managers reporting TDVG 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 TDVG shareholders.
How much TDVG stock do institutions own?
Institutional investment managers disclosed approximately $871.17M in TDVG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TDVG institutional ownership last updated?
The latest TDVG 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 TDVG 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 TDVG position after the reporting date.
Are institutions buying or selling TDVG?
Institutional buying and selling can be analyzed by comparing TDVG positions across consecutive 13F reporting periods. InsiderSet's TDVG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TDVG ownership changes.
How has TDVG institutional ownership changed over time?
InsiderSet tracks TDVG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.