Smart Money Radar / Tickers / TROW

TROW Financial Services

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
809
of 1082 total, index funds excluded
This quarter
+96
149 out
Conviction
3 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2016Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $16.8B held
FundValueNote
BlackRock, Inc. $2.1B
STATE STREET CORP $1.3B
VANGUARD CAPITAL MANAGEMENT… $1.3B
VANGUARD PORTFOLIO MANAGEME… $917M
GOLDMAN SACHS GROUP INC $762M
CHARLES SCHWAB INVESTMENT M… $596M
GEODE CAPITAL MANAGEMENT, L… $565M
Fayez Sarofim & Co $400M
Invesco Ltd. $371M
MORGAN STANLEY $350M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.