TSPA — T ROWE PRICE US EQY RESEARCH
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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)
- JPMorgan Chase & Co 10.48M sh · $492.75M
- Charles Schwab Investment Management 9.07M sh · $431.26M
- BNY Mellon 4.53K sh · $215.37K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 14 funds)
| Fund | Q3 2022 | Q4 2022 | Q1 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details