T ROWE PRICE DIVIDEND GROWTH (TDVG) Institutional Shareholders
T ROWE PRICE DIVIDEND GROWTH (TDVG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $789.60M in TDVG holdings during the latest filing period.
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 $217.56M, representing an estimated gain of +0.94% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% 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
126
Total Reported Value
$789.60M
Largest Holder
Sequoia Financial Advisors
Largest Position
$215.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
139
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 | $217,561,801 | +$2,022,206 | +0.94% | |
| National Pension Service | 0.09% | 2,762,617 | $123,295,597 | $136,721,915 | +$13,426,318 | +10.89% | |
| Bank Of America Corp | 0.01% | 2,525,752 | $112,724,331 | $124,999,466 | +$12,275,135 | +10.89% | |
| Northwestern Mutual Wealth Management Co | 0.05% | 1,655,233 | $73,873,056 | $81,917,481 | +$8,044,425 | +10.89% | |
| Jones Financial Companies Lllp | 0.01% | 481,418 | $21,052,422 | $23,825,377 | +$2,772,955 | +13.17% | |
| Commonwealth Equity Services, Llc | 0.03% | 461,291 | $20,587,425 | $22,829,292 | +$2,241,867 | +10.89% | |
| Yarger Wealth Strategies, Llc | 7.04% | 395,595 | $19,589,887 | $19,577,997 | -$11,890 | -0.06% | |
| Rockefeller Capital Management L.P. | 0.03% | 410,464 | $18,319,018 | $20,313,863 | +$1,994,845 | +10.89% | |
| Fmr Llc | 0.00% | 324,189 | $14,468,584 | $16,044,114 | +$1,575,530 | +10.89% | |
| Cetera Investment Advisers | 0.01% | 308,853 | $13,784,105 | $15,285,135 | +$1,501,030 | +10.89% | |
| Allworth Financial Lp | 0.05% | 295,775 | $13,200,454 | $14,637,905 | +$1,437,451 | +10.89% | |
| Envestnet Asset Management Inc | 0.00% | 269,962 | $12,048,421 | $13,360,419 | +$1,311,998 | +10.89% | |
| Focus Partners Wealth | 0.01% | 238,757 | $10,655,738 | $11,816,084 | +$1,160,346 | +10.89% | |
| United Advisor Group, Llc | 1.10% | 199,566 | $8,906,619 | $9,876,521 | +$969,902 | +10.89% | |
| Frontier Asset Management, Llc | 1.86% | 199,021 | $8,882,300 | $9,849,549 | +$967,249 | +10.89% | |
| Lpl Financial Llc | 0.00% | 170,964 | $7,630,137 | $8,461,008 | +$830,871 | +10.89% | |
| Mariner, Llc | 0.01% | 129,767 | $5,791,491 | $6,422,169 | +$630,678 | +10.89% | |
| Mbl Wealth, Llc | 0.38% | 112,033 | $5,492,978 | $5,544,513 | +$51,535 | +0.94% | |
| Grant Street Asset Management, Inc. | 0.97% | 112,912 | $5,039,256 | $5,588,015 | +$548,759 | +10.89% | |
| Asset One Wealth Management Llc | 0.55% | 106,364 | $4,978,921 | $5,263,954 | +$285,033 | +5.72% | |
| Sandy Cove Advisors, Llc | 1.07% | 87,200 | $4,275,411 | $4,315,528 | +$40,117 | +0.94% | |
| Tpg Advisors Llc | 2.46% | 88,498 | $3,949,666 | $4,379,766 | +$430,100 | +10.89% | |
| Mb, Levis & Associates, Llc | 1.07% | 59,470 | $2,915,797 | $2,943,170 | +$27,373 | +0.94% | |
| Nautilus Advisors Llc | 1.70% | 58,203 | $2,882,218 | $2,880,466 | -$1,752 | -0.06% | |
| Axxcess Wealth Management, Llc | 0.08% | 59,115 | $2,638,302 | $2,925,601 | +$287,299 | +10.89% | |
| Capital Investment Advisory Services, Llc | 0.16% | 52,052 | $2,552,116 | $2,576,053 | +$23,937 | +0.94% | |
| Osaic Holdings, Inc. | 0.00% | 54,924 | $2,451,623 | $2,718,189 | +$266,566 | +10.87% | |
| Continuum Advisory, Llc | 0.22% | 52,035 | $2,322,322 | $2,575,212 | +$252,890 | +10.89% | |
| Lighthouse Wealth Management Inc. | 1.31% | 43,043 | $2,110,412 | $2,130,198 | +$19,786 | +0.94% | |
| Beaumont Financial Advisors, Llc | 0.14% | 44,153 | $1,970,552 | $2,185,132 | +$214,580 | +10.89% | |
| Kestra Advisory Services, Llc | 0.01% | 43,631 | $1,947,272 | $2,159,298 | +$212,026 | +10.89% | |
| Apella Capital, Llc | 0.03% | 39,171 | $1,937,019 | $1,938,573 | +$1,554 | +0.08% | |
| Pinnacle Financial Partners, Inc. | 0.01% | 37,239 | $1,662,256 | $1,842,958 | +$180,702 | +10.87% | |
| Harbour Investments, Inc. | 0.02% | 32,383 | $1,445,254 | $1,602,635 | +$157,381 | +10.89% | |
| Formidable Asset Management, Llc | 0.23% | 32,312 | $1,442,085 | $1,599,121 | +$157,036 | +10.89% | |
| Stifel Financial Corp | 0.00% | 31,499 | $1,405,823 | $1,558,886 | +$153,063 | +10.89% | |
| Bill Few Associates, Inc. | 0.30% | 28,493 | $1,397,012 | $1,410,119 | +$13,107 | +0.94% | |
| Selby Wealth Management, Llc | 0.49% | 27,921 | $1,368,951 | $1,381,810 | +$12,859 | +0.94% | |
| Raymond James Financial Inc | 0.00% | 30,415 | $1,357,421 | $1,505,238 | +$147,817 | +10.89% | |
| Navpoint Financial, Inc. | 0.47% | 25,722 | $1,261,127 | $1,272,982 | +$11,855 | +0.94% | |
| &Partners | 0.01% | 27,831 | $1,242,090 | $1,377,356 | +$135,266 | +10.89% | |
| Studio Investment Management Llc | 0.20% | 24,873 | $1,118,539 | $1,230,965 | +$112,426 | +10.05% | |
| Nvest Wealth Strategies, Inc. | 0.70% | 22,591 | $1,107,629 | $1,118,029 | +$10,400 | +0.94% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 21,109 | $1,045,298 | $1,044,684 | -$614 | -0.06% | |
| Fortis Group Advisors, Llc | 0.16% | 20,818 | $1,020,707 | $1,030,283 | +$9,576 | +0.94% | |
| Winthrop Advisory Group Llc | 0.06% | 19,069 | $934,949 | $943,725 | +$8,776 | +0.94% | |
| Signature Estate & Investment Advisors Llc | 0.02% | 17,862 | $875,755 | $883,990 | +$8,235 | +0.94% | |
| Advisory Services Network, Llc | 0.01% | 19,145 | $854,441 | $947,486 | +$93,045 | +10.89% | |
| Perigon Wealth Management, Llc | 0.02% | 19,138 | $854,127 | $947,140 | +$93,013 | +10.89% | |
| Schaper Benz & Wise Investment Counsel Inc/Wi | 0.06% | 16,794 | $823,410 | $831,135 | +$7,725 | +0.94% |
Frequently asked questions about TDVG
Who owns the most TDVG stock?
The largest holders of TDVG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for T ROWE PRICE DIVIDEND GROWTH (TDVG).
Is TDVG widely held by superinvestors?
Many widely followed stocks like TDVG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TDVG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.