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TSPA — T ROWE PRICE US EQY RESEARCH

Reported value held$1.57B
Funds holding (latest)14
Sector—
Funds holding (Q2 2026)10
Institutional value$1.56B · 33.64M sh
New / Add / Cut / Exit3 / 4 / 1 / 0
Top-5 / Top-10 concentration99.9% / 100.0%
Institutional holdings change Accumulating +141.5% (+19.71M sh)
Institutional value change Up +187.7%

As of Q2 2026, 10 SEC-registered investment managers reported holding TSPA (T ROWE PRICE US EQY RESEARCH) in their latest 13F filings, with a combined reported value of $1.56B across 33.64M shares. That is +141.5% by share count (+19.71M shares) versus the previous quarter, while reported value moved +187.7%. Ownership is concentrated: the five largest holders account for 99.9% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 3 opened new positions, 4 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
JPMorgan Chase & Co history Q2 2026 10.48M $492.75M 0.06% New
National Pension Service of Korea history Q2 2026 9.51M $452.17M 0.29% Hold
Charles Schwab Investment Management history Q2 2026 9.07M $431.26M 0.06% New
Morgan Stanley history Q2 2026 3.75M $178.10M 0.01% Hold
Wells Fargo & Co history Q2 2026 158.07K $7.51M 0.00% Add
Two Sigma Investments history Q2 2025 168.31K $6.55M 0.01% New
Citadel Advisors history Q4 2025 31.81K $1.36M 0.00% Add
Goldman Sachs Group history Q4 2025 20.52K $878.06K 0.00% Reduce
Bank of America Corp history Q2 2026 8.05K $382.71K 0.00% Reduce
UBS Group AG history Q4 2025 6.45K $276.10K 0.00% Add
BNY Mellon history Q2 2026 4.53K $215.37K 0.00% New
Fidelity Management & Research (FMR) history Q2 2026 2.87K $136.27K 0.00% Add
PNC Financial Services history Q2 2026 728 $34.60K 0.00% Add
T. Rowe Price Associates history Q2 2026 651.99K $30.99K 0.00% Add

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 14 funds)

FundQ3 2022Q4 2022Q1 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
JPMorgan Chase & Co — — 360 — — — 165 1.72K 207.31K 143.36K 245.01K 312.82K — 10.48M
National Pension Service of Korea — — — — — 9.51M 9.51M 9.51M 9.51M 9.51M 9.51M 9.51M 9.51M 9.51M
Charles Schwab Investment Management — — — — — — — — — — — — — 9.07M
Morgan Stanley — — — 1.00K 1.00K 1.03M 2.42M 3.36M 4.07M 4.08M 3.77M 3.82M 3.76M 3.75M
Wells Fargo & Co — — — — — — 60 60 2.17K 226 2.38K 3.47K 1.42K 158.07K
Bank of America Corp — — — — — — — 14.03K 2.27K 5.29K 13.52K 17.50K 8.49K 8.05K
BNY Mellon — — — — — — — — — — — — — 4.53K
Fidelity Management & Research (FMR) — — — — — — — — — — — — 33 2.87K
PNC Financial Services — — — — — — — — — — — 3.37K 519 728
T. Rowe Price Associates — — — — — — — — 336.42K 359.19K 446.06K 648.41K 648.41K 651.99K
Citadel Advisors — — — — — — — — — 6.07K 25.91K 31.81K — —
Goldman Sachs Group — — — 47.70K 11.23K — 11.51K — — 10.88K 21.42K 20.52K — —
UBS Group AG 310 207 5.11K — — — — — — 38 1.11K 6.45K — —
Two Sigma Investments — — — — — — 163.70K 158.91K — 168.31K — — — —

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