Institutional Ownership
T. Rowe Price Capital Appreciation I
CUSIP 77954M303MFATRAIXQ1 2026
Institutional Holders
4
13F filers
Shares Held
678.2K
Aggregate institutional
Institutional Value
$23.47M
Q1 2026
Net New Holders
+1
1 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased1
Decreased2
Sold out0
Institutional Holders
4 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Fairfield Financial Advisors, Ltd | 430.8K | $14.91M | −3.2K | Reduced |
| 2 | Kelleher Financial Advisors | 153.2K | $5.30M | −10.2K | Reduced |
| 3 | Garton & Associates Financial Advisors LLC | 88.0K | $3.05M | +2.8K | Added |
| 4 | Arvest Bank Trust Division | 6.2K | $213.6K | +6.2K | New |