Who Owns T ROWE (TAXE)? -- Institutional Holders (2026-06-30)

28 institutions reported holding $54.4M of T ROWE (TAXE) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRICE T ROWE ASSOCIATES INC /MD/ ($14.7M), LPL Financial LLC ($9.7M), Bank of New York Mellon Corp ($5.6M), JONES FINANCIAL COMPANIES LLLP ($3.1M), Well Done, LLC ($2.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1PRICE T ROWE ASSOCIATES INC /MD/$14.7M0Added
2LPL Financial LLC$9.7M188,792Added
3Bank of New York Mellon Corp$5.6M109,751New
4JONES FINANCIAL COMPANIES LLLP$3.1M60,008Added
5Well Done, LLC$2.9M56,905Hold
6RAYMOND JAMES FINANCIAL INC$2.8M55,395Trimmed
7Cetera Investment Advisers$2.8M54,200Added
8ENVESTNET ASSET MANAGEMENT INC$2.7M52,916Trimmed
9Bensler, LLC$2.5M48,588New
10&PARTNERS$1.9M37,874Added
11OLD MISSION CAPITAL LLC$686,77713,394Added
12KFG WEALTH MANAGEMENT, LLC$622,58112,142New
13Private Advisor Group, LLC$553,77110,800Added
14Thompson David Blair$469,4749,156New
15JANE STREET GROUP, LLC$441,3758,608Trimmed
16JB Capital LLC$430,5278,396Added
17Integrated Wealth Concepts LLC$423,6348,262New
18TRUIST FINANCIAL CORP$420,8658,208Trimmed
19CARY STREET PARTNERS FINANCIAL LLC$314,2646,129Added
20Cambridge Investment Research Advisors, Inc.$268,0005,221Added
21CITADEL ADVISORS LLC$257,8115,028New
22Landmark Wealth Management, LLC$251,6984,909Trimmed
23Fourth Dimension Wealth, LLC$179,4633,500Hold
24NewEdge Advisors, LLC$168,6843,290Added
25OSAIC HOLDINGS, INC.$63,7631,243Added

Source: SEC Form 13F filings · as of 2026-06-30