T ROWE PRICE US EQY RESEARCH (TSPA) Institutional Shareholders
T ROWE PRICE US EQY RESEARCH (TSPA) 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 $3.33B in TSPA holdings during the latest filing period.
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 $504.18M, representing an estimated gain of +2.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% 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
132
Total Reported Value
$3.33B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$492.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
123
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 | $504,179,534 | +$11,425,229 | +2.32% | |
| National Pension Service | 0.29% | 9,513,375 | $452,170,714 | $457,593,338 | +$5,422,624 | +1.20% | |
| Charles Schwab Investment Management Inc | 0.06% | 9,073,468 | $431,261,934 | $436,433,811 | +$5,171,877 | +1.20% | |
| Lpl Financial Llc | 0.09% | 8,699,086 | $413,467,558 | $418,426,037 | +$4,958,479 | +1.20% | |
| M&T Bank Corp | 0.79% | 5,923,930 | $242,293,124 | $284,941,033 | +$42,647,909 | +17.60% | |
| Morgan Stanley | 0.01% | 3,747,072 | $178,098,346 | $180,234,163 | +$2,135,817 | +1.20% | |
| Forvis Mazars Wealth Advisors, Llc | 2.42% | 3,042,932 | $144,630,540 | $146,365,029 | +$1,734,489 | +1.20% | |
| Allworth Financial Lp | 0.51% | 2,509,835 | $119,292,454 | $120,723,064 | +$1,430,610 | +1.20% | |
| Provident Wealth Management, Llc | 16.51% | 1,349,256 | $64,130,131 | $64,899,214 | +$769,083 | +1.20% | |
| Envestnet Asset Management Inc | 0.01% | 1,292,825 | $61,447,978 | $62,184,883 | +$736,905 | +1.20% | |
| Fort Washington Investment Advisors Inc | 0.29% | 1,232,717 | $58,591,039 | $59,293,688 | +$702,649 | +1.20% | |
| Alpha Financial Advisors, Llc | 10.80% | 814,490 | $38,712,704 | $39,176,969 | +$464,265 | +1.20% | |
| Frontier Asset Management, Llc | 6.59% | 774,615 | $36,817,439 | $37,258,982 | +$441,543 | +1.20% | |
| Kickstand Ventures, Llc. | 6.59% | 763,165 | $36,273,232 | $36,708,237 | +$435,005 | +1.20% | |
| Cetera Investment Advisers | 0.03% | 742,214 | $35,277,448 | $35,700,493 | +$423,045 | +1.20% | |
| First National Trust Co | 1.18% | 733,528 | $34,864,584 | $35,282,697 | +$418,113 | +1.20% | |
| Prodigy Asset Management Llc | 10.14% | 708,088 | $33,655,412 | $34,059,033 | +$403,621 | +1.20% | |
| Kestra Advisory Services, Llc | 0.11% | 684,742 | $32,545,780 | $32,936,090 | +$390,310 | +1.20% | |
| Price T Rowe Associates Inc | 0.00% | 651,985 | $30,989,000 | $31,360,479 | +$371,479 | +1.20% | |
| Captrust Financial Advisors | 0.04% | 598,965 | $28,468,806 | $28,810,217 | +$341,411 | +1.20% | |
| Geneos Wealth Management Inc. | 0.48% | 497,990 | $23,669,453 | $23,953,319 | +$283,866 | +1.20% | |
| Exchange Traded Concepts, Llc | 0.10% | 443,420 | $21,075,753 | $21,328,502 | +$252,749 | +1.20% | |
| Garden State Investment Advisory Services Llc | 3.75% | 403,001 | $19,154,639 | $19,384,348 | +$229,709 | +1.20% | |
| Jones Financial Companies Lllp | 0.01% | 398,823 | $18,493,405 | $19,183,386 | +$689,981 | +3.73% | |
| N.E.W. Advisory Services Llc | 1.09% | 343,427 | $16,323,077 | $16,518,839 | +$195,762 | +1.20% | |
| Nbz Investment Advisors Llc | 6.09% | 328,035 | $15,591,484 | $15,778,484 | +$187,000 | +1.20% | |
| Stifel Financial Corp | 0.01% | 326,256 | $15,506,952 | $15,692,914 | +$185,962 | +1.20% | |
| Eaton Financial Holdings Company, Llc | 3.92% | 300,175 | $14,267,301 | $14,438,418 | +$171,117 | +1.20% | |
| James J. Burns & Company, Llc | 1.44% | 278,970 | $13,259,385 | $13,418,457 | +$159,072 | +1.20% | |
| Capital Analysts, Llc | 0.30% | 275,185 | $13,079,000 | $13,236,399 | +$157,399 | +1.20% | |
| Perigon Wealth Management, Llc | 0.20% | 269,855 | $12,826,222 | $12,980,026 | +$153,804 | +1.20% | |
| Independent Financial Group, Llc | 0.22% | 245,872 | $11,686,296 | $11,826,443 | +$140,147 | +1.20% | |
| Strategic Blueprint, Llc | 0.57% | 238,231 | $11,323,136 | $11,458,911 | +$135,775 | +1.20% | |
| Menora Mivtachim Holdings Ltd. | 0.04% | 210,215 | $9,991,519 | $10,111,342 | +$119,823 | +1.20% | |
| Sanctuary Advisors, Llc | 0.05% | 209,698 | $9,966,965 | $10,086,474 | +$119,509 | +1.20% | |
| Rollins Financial Advisors, Llc | 1.22% | 194,882 | $9,262,743 | $9,373,824 | +$111,081 | +1.20% | |
| Bryant Woods Investment Advisors, Llc | 2.19% | 165,486 | $7,865,701 | $7,959,877 | +$94,176 | +1.20% | |
| Wells Fargo & Company/Mn | 0.00% | 158,074 | $7,513,250 | $7,603,359 | +$90,109 | +1.20% | |
| Rogco, Lp | 2.14% | 147,360 | $7,004,021 | $7,088,016 | +$83,995 | +1.20% | |
| Commonwealth Equity Services, Llc | 0.01% | 127,880 | $6,078,160 | $6,151,028 | +$72,868 | +1.20% | |
| Mml Investors Services, Llc | 0.01% | 117,509 | $5,585,182 | $5,652,183 | +$67,001 | +1.20% | |
| Marshall Financial Group, Llc | 0.80% | 115,475 | $5,488,508 | $5,554,348 | +$65,840 | +1.20% | |
| Future Financial Wealth Managment Llc | 3.36% | 115,478 | $5,385,894 | $5,554,492 | +$168,598 | +3.13% | |
| Signature Estate & Investment Advisors Llc | 0.09% | 106,962 | $5,083,904 | $5,144,872 | +$60,968 | +1.20% | |
| Hopwood Financial Services, Inc. | 2.69% | 97,818 | $4,649,284 | $4,705,046 | +$55,762 | +1.20% | |
| Royal Bank Of Canada | 0.00% | 95,340 | $4,531,000 | $4,585,854 | +$54,854 | +1.21% | |
| Dahring {-} Cusmano Llc | 2.02% | 80,479 | $3,825,183 | $3,871,040 | +$45,857 | +1.20% | |
| Integrated Wealth Concepts Llc | 0.02% | 71,566 | $3,401,545 | $3,442,325 | +$40,780 | +1.20% | |
| Lincoln Capital Corp | 1.10% | 71,039 | $3,376,494 | $3,416,976 | +$40,482 | +1.20% | |
| Platt Wealth Management Llc | 2.64% | 69,042 | $3,281,000 | $3,320,920 | +$39,920 | +1.22% |
Frequently asked questions about TSPA
Who owns the most TSPA stock?
The largest holders of TSPA 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 US EQY RESEARCH (TSPA).
Is TSPA widely held by superinvestors?
Many widely followed stocks like TSPA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TSPA 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.