Latest Period
Q1 2026
Security Snapshot
ROWE T PRICE CAP APPRECIATIO - CAP APPRCTN I Institutional Ownership
CUSIP: 77954M303
13F Institutional Holders and Ownership History from Q4 2020 to Q1 2026
Institutions Reporting
4
Shares (Excl. Options)
678,245
Price
$34.60
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- Security type / class
- Equity / CAP APPRCTN I
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 678,245
- Total 13F value
- $23,467,257
- Portfolio coverage rank
- 0%
- Share change
- -4,460
- Value change
- -$154,292
- Number of holders
- 4
- SEC-reported price per share
- $34.60
Latest holder snapshot
4 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- 77954M303 - ROWE T PRICE CAP APPRECIATIO - CAP APPRCTN I is tracked under CUSIP 77954M303.
- 4 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 3 to 4 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $24,393,044 to $23,467,257.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 4 institutions filings for Q1 2026.
Security key
77954M303
Latest holder period
Q1 2026
13F holders
4
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 77954M303:
As of 31 Mar 2026, 4 institutional investors reported holding 678,245 shares of ROWE T PRICE CAP APPRECIATIO - CAP APPRCTN I.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
21
Latest
Q1 2026
Rows shown
1-21 of 21
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 678,245 | $23,467,257 | -$154,292 | $34.60 | 4 |
| 2025 Q4 | 682,705 | $24,393,044 | +$1,560,687 | $35.73 | 3 |
| 2025 Q3 | 553,775 | $21,220,654 | +$4,179,450 | $38.32 | 2 |
| 2025 Q2 | 444,708 | $16,378,601 | -$1,195,576 | $36.83 | 1 |
| 2025 Q1 | 477,170 | $16,514,854 | -$832,339 | $34.61 | 1 |
| 2024 Q4 | 501,225 | $17,347,190 | +$1,433,193 | $34.60 | 2 |
| 2024 Q3 | 458,926 | $17,590,628 | -$528,688 | $38.33 | 2 |
| 2024 Q2 | 473,887 | $17,211,578 | +$121,400 | $36.32 | 4 |
| 2024 Q1 | 10,339 | $368,697 | -$218,610 | $35.66 | 1 |
| 2023 Q4 | 477,529 | $16,188,273 | +$15,934,596 | $33.90 | 3 |
| 2023 Q3 | 8,609 | $281,000 | +$281,000 | $32.64 | 1 |
| 2023 Q2 | 0 | $0 | -$30,078 | $34.60 | 0 |
| 2023 Q1 | 950 | $30,078 | +$30,078 | $31.66 | 1 |
| 2022 Q3 | 0 | $0 | -$380,000 | $34.60 | 0 |
| 2022 Q2 | 11,977 | $380,000 | -$1,967 | $31.73 | 1 |
| 2022 Q1 | 12,039 | $432,000 | $35.88 | 1 | |
| 2021 Q4 | 12,039 | $445,000 | +$36,520 | $36.96 | 1 |
| 2021 Q3 | 11,051 | $422,000 | +$25,967 | $38.19 | 1 |
| 2021 Q2 | 10,371 | $389,000 | $37.51 | 1 | |
| 2021 Q1 | 10,371 | $369,000 | $35.58 | 1 | |
| 2020 Q4 | 10,371 | $354,000 | +$354,000 | $34.13 | 1 |