TSPA Institutional Ownership & Shareholders
T ROWE PRICE US EQY RESEARCH (TSPA) is currently held by 139 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.39B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of TSPA tracked by InsiderSet, reporting ownership valued at approximately $492.75M 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 $498.31M, representing an estimated gain of +1.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed TSPA value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, National Pension Service, Charles Schwab Investment Management Inc, and several other long-term asset managers with concentrated positions in T ROWE PRICE US EQY RESEARCH (TSPA).
This page ranks the largest institutional TSPA 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
139
Total Reported Value
$3.39B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$492.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.03% | 10,481,903 | $492,754,305 | $498,309,669 | +$5,555,364 | +1.13% | |
| National Pension Service | 0.29% | 9,513,375 | $452,170,714 | $452,265,848 | +$95,134 | +0.02% | |
| Charles Schwab Investment Management Inc | 0.06% | 9,073,468 | $431,261,934 | $431,352,669 | +$90,735 | +0.02% | |
| Lpl Financial Llc | 0.09% | 8,699,086 | $413,467,558 | $413,554,548 | +$86,990 | +0.02% | |
| M&T Bank Corp | 0.79% | 5,923,930 | $242,293,124 | $281,623,632 | +$39,330,508 | +16.23% | |
| Morgan Stanley | 0.01% | 3,747,072 | $178,098,346 | $178,135,803 | +$37,457 | +0.02% | |
| Forvis Mazars Wealth Advisors, Llc | 2.65% | 3,346,333 | $161,494,042 | $159,084,671 | -$2,409,371 | -1.49% | |
| Allworth Financial Lp | 0.51% | 2,509,835 | $119,292,454 | $119,317,556 | +$25,102 | +0.02% | |
| Fort Washington Investment Advisors Inc | 0.37% | 1,500,432 | $72,410,849 | $71,330,537 | -$1,080,312 | -1.49% | |
| Envestnet Asset Management Inc | 0.01% | 1,292,825 | $61,447,978 | $61,460,901 | +$12,923 | +0.02% | |
| Provident Wealth Management, Llc | 17.21% | 1,006,312 | $48,564,610 | $47,840,072 | -$724,538 | -1.49% | |
| Kestra Advisory Services, Llc | 0.11% | 802,384 | $38,723,076 | $38,145,335 | -$577,741 | -1.49% | |
| Alpha Financial Advisors, Llc | 10.80% | 814,490 | $38,712,704 | $38,720,855 | +$8,151 | +0.02% | |
| Frontier Asset Management, Llc | 7.07% | 775,925 | $37,446,120 | $36,887,475 | -$558,646 | -1.49% | |
| Kickstand Ventures, Llc. | 6.59% | 763,165 | $36,273,232 | $36,280,864 | +$7,632 | +0.02% | |
| Cetera Investment Advisers | 0.03% | 742,214 | $35,277,448 | $35,284,854 | +$7,406 | +0.02% | |
| Prodigy Asset Management Llc | 10.09% | 700,698 | $33,815,675 | $33,311,183 | -$504,492 | -1.49% | |
| First National Trust Co | 1.16% | 692,549 | $33,422,413 | $32,923,779 | -$498,634 | -1.49% | |
| Price T Rowe Associates Inc | 0.00% | 651,985 | $30,989,000 | $30,995,367 | +$6,367 | +0.02% | |
| Captrust Financial Advisors | 0.04% | 598,965 | $28,468,806 | $28,474,796 | +$5,990 | +0.02% | |
| Geneos Wealth Management Inc. | 0.48% | 497,990 | $23,669,453 | $23,674,445 | +$4,992 | +0.02% | |
| Exchange Traded Concepts, Llc | 0.10% | 448,556 | $21,647,313 | $21,324,352 | -$322,961 | -1.49% | |
| Garden State Investment Advisory Services Llc | 3.75% | 403,001 | $19,154,639 | $19,158,668 | +$4,029 | +0.02% | |
| Jones Financial Companies Lllp | 0.01% | 398,823 | $18,493,405 | $18,960,045 | +$466,640 | +2.52% | |
| Perigon Wealth Management, Llc | 0.27% | 358,872 | $17,319,186 | $17,060,775 | -$258,411 | -1.49% | |
| N.E.W. Advisory Services Llc | 1.09% | 343,427 | $16,323,077 | $16,326,520 | +$3,443 | +0.02% | |
| Nbz Investment Advisors Llc | 6.00% | 321,541 | $15,517,548 | $15,286,059 | -$231,489 | -1.49% | |
| Stifel Financial Corp | 0.01% | 326,256 | $15,506,952 | $15,510,210 | +$3,258 | +0.02% | |
| Eaton Financial Holdings Company, Llc | 3.92% | 300,175 | $14,267,301 | $14,270,320 | +$3,019 | +0.02% | |
| James J. Burns & Company, Llc | 1.42% | 276,354 | $13,336,788 | $13,137,869 | -$198,919 | -1.49% | |
| Capital Analysts, Llc | 0.30% | 275,185 | $13,079,000 | $13,082,295 | +$3,295 | +0.03% | |
| Strategic Blueprint, Llc | 0.60% | 253,653 | $12,241,271 | $12,058,664 | -$182,607 | -1.49% | |
| Independent Financial Group, Llc | 0.22% | 252,567 | $12,188,884 | $12,007,035 | -$181,849 | -1.49% | |
| Gaddis Premier Wealth Advisors Llc | 6.17% | 230,656 | $11,131,458 | $10,965,386 | -$166,072 | -1.49% | |
| Menora Mivtachim Holdings Ltd. | 0.04% | 210,215 | $9,991,519 | $9,993,621 | +$2,102 | +0.02% | |
| Sanctuary Advisors, Llc | 0.05% | 209,698 | $9,966,965 | $9,969,043 | +$2,078 | +0.02% | |
| Longview Wealth Management | 2.38% | 204,236 | $9,856,445 | $9,709,379 | -$147,066 | -1.49% | |
| Rollins Financial Advisors, Llc | 1.22% | 194,882 | $9,262,743 | $9,264,690 | +$1,947 | +0.02% | |
| Bryant Woods Investment Advisors, Llc | 2.57% | 188,612 | $9,102,524 | $8,966,614 | -$135,910 | -1.49% | |
| Wells Fargo & Company/Mn | 0.00% | 158,074 | $7,513,250 | $7,514,838 | +$1,588 | +0.02% | |
| Rogco, Lp | 2.14% | 147,360 | $7,004,021 | $7,005,494 | +$1,473 | +0.02% | |
| Commonwealth Equity Services, Llc | 0.01% | 126,904 | $6,124,410 | $6,033,016 | -$91,394 | -1.49% | |
| Future Financial Wealth Managment Llc | 3.46% | 117,009 | $5,646,863 | $5,562,608 | -$84,255 | -1.49% | |
| Mml Investors Services, Llc | 0.01% | 117,509 | $5,585,182 | $5,586,378 | +$1,196 | +0.02% | |
| Marshall Financial Group, Llc | 0.80% | 115,475 | $5,488,508 | $5,489,682 | +$1,174 | +0.02% | |
| Signature Estate & Investment Advisors Llc | 0.09% | 106,802 | $5,154,265 | $5,077,367 | -$76,898 | -1.49% | |
| Hopwood Financial Services, Inc. | 2.85% | 103,101 | $4,975,649 | $4,901,422 | -$74,227 | -1.49% | |
| Royal Bank Of Canada | 0.00% | 95,340 | $4,531,000 | $4,532,464 | +$1,464 | +0.03% | |
| Wealthcare Advisory Partners Llc | 0.08% | 92,852 | $4,481,038 | $4,414,184 | -$66,854 | -1.49% | |
| Dahring {-} Cusmano Llc | 2.02% | 80,479 | $3,825,183 | $3,825,972 | +$789 | +0.02% |
Frequently asked questions about TSPA
Who are the largest institutional holders of TSPA?
The largest institutional holders of TSPA reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, National Pension Service, Charles Schwab Investment Management Inc, Lpl Financial Llc, and M&T Bank Corp. InsiderSet ranks institutional holders by their latest reported TSPA position.
What is TSPA institutional ownership?
This page tracks TSPA positions reported by institutional investment managers through SEC Form 13F. T ROWE PRICE US EQY RESEARCH (TSPA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TSPA?
InsiderSet currently tracks 139 institutional managers reporting TSPA 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 TSPA shareholders.
How much TSPA stock do institutions own?
Institutional investment managers disclosed approximately $3.39B in TSPA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TSPA institutional ownership last updated?
The latest TSPA 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 TSPA 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 TSPA position after the reporting date.
Are institutions buying or selling TSPA?
Institutional buying and selling can be analyzed by comparing TSPA positions across consecutive 13F reporting periods. InsiderSet's TSPA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TSPA ownership changes.
How has TSPA institutional ownership changed over time?
InsiderSet tracks TSPA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.