T. Rowe Price U.S. Equity Resea

Historical 13F Holders

Symbol
TSPA
CUSIP
87283Q503
All holders as of
Q2 2026
Type
Equity
Class
US EQUITY RESEAR
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 87283Q503 since 12/18/2024, newest first.

Filer % of Class Filed
Forvis Mazars Wealth Advisors, LLC 13G/A Amendment 1 3.6% 8/11/2026
Event 6/30/2026
Forvis Mazars Wealth Advisors, LLC 13G 5.0% 5/11/2026
Event 3/31/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 15 3.95 M $191 M
2026 Q2 138 72.7 M $3.45 B
2026 Q1 119 42.1 M $1.72 B
2025 Q4 125 41.0 M $1.76 B
2025 Q3 116 40.5 M $1.70 B
2025 Q2 104 37.5 M $1.46 B
2025 Q1 85 34.8 M $1.22 B
2024 Q4 61 22.7 M $843 M
2024 Q3 43 18.7 M $675 M
2024 Q2 31 14.7 M $506 M
2024 Q1 20 1.17 M $38.7 M
2023 Q4 15 317 k $9.32 M
2023 Q3 7 81.9 k $2.15 M
2023 Q2 4 29.9 k $809 k
2023 Q1 8 69.0 k $1.69 M
2022 Q4 5 58.3 k $1.32 M
2022 Q3 5 49.8 k $1.07 M
2022 Q2 4 16.0 k $358 k
2022 Q1 4 16.2 k $438 k
2021 Q4 3 3.38 k $95.0 k
2021 Q3 2 7.46 k $191 k
2021 Q2 1 0 $0