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T Rowe Price Equity Income E (TEQI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Beaumont Financial Advisors, LLC
NEW
Shares478,803
Change+478,803
Value$24.2M
Filed 2026-10-22
Aprio Wealth Management, LLC
DECREASED
Shares265,241 from 274,025
Change-8,784 (-3%)
Value$13.4M (-$383.8K)
Filed 2026-10-28
Landaas & Co
INCREASED
Shares258,159 from 139,320
Change+118,839 (+85%)
Value$13.1M (+$6.0M)
Filed 2026-10-29
Lantz Financial LLC
INCREASED
Shares133,360 from 131,073
Change+2,287 (+2%)
Value$6.7M (+$144.7K)
Filed 2026-10-15
Quantum Financial Partners LLC
DECREASED
Shares107,604 from 118,669
Change-11,065 (-9%)
Value$5.4M (-$533.6K)
Filed 2026-10-19
James T. Borello RIA
DECREASED
Shares52,615 from 54,065
Change-1,450 (-3%)
Value$2.7M (-$61.4K)
Filed 2026-10-16
M Holdings Securities, Inc.
DECREASED
Shares49,561 from 50,222
Change-661 (-1%)
Value$2.5K (-$2.5M)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
DECREASED
Shares47,959 from 48,943
Change-984 (-2%)
Value$2.4M (-$39.0K)
Filed 2026-10-13
Asset One Wealth Management LLC
DECREASED
Shares47,627 from 97,083
Change-49,456 (-51%)
Value$2.4M (-$2.6M)
Filed 2026-11-02
Associated Banc-Corp
INCREASED
Shares45,141 from 43,782
Change+1,359 (+3%)
Value$2.3M (+$78.5K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares33,798 from 32,543
Change+1,255 (+4%)
Value$1.7K (-$1.6M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares23,077 from 23,003
Change+74 (+0%)
Value$1.2M (+$8.8K)
Filed 2026-11-02
Triangle Securities Wealth Management
DECREASED
Shares18,040 from 19,863
Change-1,823 (-9%)
Value$912.8K (-$87.9K)
Filed 2026-10-14
Merit Financial Group, LLC
DECREASED
Shares17,394 from 28,274
Change-10,880 (-38%)
Value$880.1K (-$544.3K)
Filed 2026-11-06
Integrity Alliance, Llc.
INCREASED
Shares13,451 from 12,591
Change+860 (+7%)
Value$680.7K (+$46.3K)
Filed 2026-10-29
D.A. Davidson & Co.
DECREASED
Shares13,281 from 13,475
Change-194 (-1%)
Value$672.0K (-$6.8K)
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares11,343
Change+11,343
Value$574.0K
Filed 2026-11-03
Kestra Advisory Services, LLC
DECREASED
Shares8,491 from 13,116
Change-4,625 (-35%)
Value$429.6K (-$231.1K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares6,956 from 6,865
Change+91 (+1%)
Value$352.0K (+$6.2K)
Filed 2026-11-05
Oarsman Capital, Inc.
INCREASED
Shares6,750 from 6,657
Change+93 (+1%)
Value$341.6K (+$6.2K)
Filed 2026-11-05
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares6,472 from 6,472
Change0 (0%)
Value$327.5K (+$1.4K)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
INCREASED
Shares3,810 from 3,801
Change+9 (+0%)
Value$192.8K (+$1.3K)
Filed 2026-10-26
Central Trust Co
UNCHANGED
Shares3,486 from 3,486
Change0 (0%)
Value$176.4K (+$772)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$48.1K (+$210)
Filed 2026-10-30
Cullen T Bankers, Inc.
DECREASED
Shares891 from 1,055
Change-164 (-16%)
Value$45.1K (-$8.1K)
Filed 2026-10-28
Archer Investment Corp
UNCHANGED
Shares557 from 557
Change0 (0%)
Value$28.2K (+$123)
Filed 2026-11-05
CoreCap Advisors, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$20.2K (+$89)
Filed 2026-10-08
Fifth Third Bancorp
NEW
Shares167
Change+167
Value$8.5K
Filed 2026-11-05
Evolution Wealth Management Inc.
NEW
Shares100
Change+100
Value$5.1K
Filed 2026-10-28
Price T Rowe Associates Inc
N/A
Shares— from 3,187,979
Change-3,187,979 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 253,209
Change-253,209 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 148,726
Change-148,726 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 62,563
Change-62,563 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 56,166
Change-56,166 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 43,437
Change-43,437 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 33,402
Change-33,402 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 20,165
Change-20,165 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 16,287
Change-16,287 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 12,250
Change-12,250 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 11,752
Change-11,752 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,425
Change-11,425 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 10,155
Change-10,155 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 10,155
Change-10,155 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 8,697
Change-8,697 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 8,170
Change-8,170 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 5,989
Change-5,989 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 5,346
Change-5,346 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,933
Change-4,933 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 4,121
Change-4,121 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 569
Change-569 (-100%)
Value—
Blair William & Co
N/A
Shares— from 400
Change-400 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Beaumont Financial Advisors, LLC
NEW478,803—+478,803——$24.2M—2026-10-22
Aprio Wealth Management, LLC
DECREASED265,241274,025-8,784-3%$13.8M$13.4M-$383.8K2026-10-28
Landaas & Co
INCREASED258,159139,320+118,839+85%$7.0M$13.1M+$6.0M2026-10-29
Lantz Financial LLC
INCREASED133,360131,073+2,287+2%$6.6M$6.7M+$144.7K2026-10-15
Quantum Financial Partners LLC
DECREASED107,604118,669-11,065-9%$6.0M$5.4M-$533.6K2026-10-19
James T. Borello RIA
DECREASED52,61554,065-1,450-3%$2.7M$2.7M-$61.4K2026-10-16
M Holdings Securities, Inc.
DECREASED49,56150,222-661-1%$2.5M$2.5K-$2.5M2026-11-03
Dynamic Advisor Solutions LLC
DECREASED47,95948,943-984-2%$2.5M$2.4M-$39.0K2026-10-13
Asset One Wealth Management LLC
DECREASED47,62797,083-49,456-51%$5.0M$2.4M-$2.6M2026-11-02
Associated Banc-Corp
INCREASED45,14143,782+1,359+3%$2.2M$2.3M+$78.5K2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED33,79832,543+1,255+4%$1.6M$1.7K-$1.6M2026-11-02
Commonwealth Equity Services, LLC
INCREASED23,07723,003+74+0%$1.2M$1.2M+$8.8K2026-11-02
Triangle Securities Wealth Management
DECREASED18,04019,863-1,823-9%$1.0M$912.8K-$87.9K2026-10-14
Merit Financial Group, LLC
DECREASED17,39428,274-10,880-38%$1.4M$880.1K-$544.3K2026-11-06
Integrity Alliance, Llc.
INCREASED13,45112,591+860+7%$634.3K$680.7K+$46.3K2026-10-29
D.A. Davidson & Co.
DECREASED13,28113,475-194-1%$678.9K$672.0K-$6.8K2026-10-28
Ascentis Independent Advisors
NEW11,343—+11,343——$574.0K—2026-11-03
Kestra Advisory Services, LLC
DECREASED8,49113,116-4,625-35%$660.8K$429.6K-$231.1K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED6,9566,865+91+1%$345.8K$352.0K+$6.2K2026-11-05
Oarsman Capital, Inc.
INCREASED6,7506,657+93+1%$335.4K$341.6K+$6.2K2026-11-05
Bond & Devick Financial Network, Inc.
UNCHANGED6,4726,47200%$326.1K$327.5K+$1.4K2026-10-23
Glass Jacobson Investment Advisors llc
INCREASED3,8103,801+9+0%$191.5K$192.8K+$1.3K2026-10-26
Central Trust Co
UNCHANGED3,4863,48600%$175.6K$176.4K+$7722026-11-05
Capital Investment Advisory Services, LLC
UNCHANGED95095000%$47.9K$48.1K+$2102026-10-30
Cullen T Bankers, Inc.
DECREASED8911,055-164-16%$53.2K$45.1K-$8.1K2026-10-28
Archer Investment Corp
UNCHANGED55755700%$28.1K$28.2K+$1232026-11-05
CoreCap Advisors, LLC
UNCHANGED40040000%$20.2K$20.2K+$892026-10-08
Fifth Third Bancorp
NEW167—+167——$8.5K—2026-11-05
Evolution Wealth Management Inc.
NEW100—+100——$5.1K—2026-10-28
Price T Rowe Associates Inc
N/A—3,187,979-3,187,979-100%$160.6M———
Jones Financial Companies Lllp
N/A—253,209-253,209-100%$12.7M———
Bank of America Corp
N/A—148,726-148,726-100%$7.5M———
Northwestern Mutual Wealth Management Co
N/A—62,563-62,563-100%$3.2M———
Osaic Holdings, Inc.
N/A—56,166-56,166-100%$2.8M———
Cetera Investment Advisers
N/A—43,437-43,437-100%$2.2M———
Stifel Financial Corp
N/A—33,402-33,402-100%$1.7M———
Envestnet Asset Management Inc
N/A—20,165-20,165-100%$1.0M———
Royal Bank of Canada
N/A—16,287-16,287-100%$821.0K———
Janney Montgomery Scott LLC
N/A—12,250-12,250-100%$617.0K———
Blom & Howell Financial Planning, Inc.
N/A—11,752-11,752-100%$592.1K———
Harbour Investments, Inc.
N/A—11,425-11,425-100%$575.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—10,155-10,155-100%$511.6K———
BFC Planning, Inc.
N/A—10,155-10,155-100%$511.6K———
LPL Financial LLC
N/A—8,697-8,697-100%$438.2K———
Mariner, LLC
N/A—8,170-8,170-100%$411.6K———
Waverly Advisors, LLC
N/A—5,989-5,989-100%$301.7K———
Core Wealth Advisors, Inc.
N/A—5,346-5,346-100%$269.3K———
Nuveen, LLC
N/A—4,933-4,933-100%$248.5K———
Beacon Investment Advisors LLC
N/A—4,121-4,121-100%$207.7K———
Geneos Wealth Management Inc.
N/A—1,425-1,425-100%$71.8K———
Arax Advisory Partners
N/A—1,172-1,172-100%$59.0K———
JPMorgan Chase & Co
N/A—569-569-100%$28.7K———
Blair William & Co
N/A—400-400-100%$20.2K———
Morgan Stanley
N/A—1-1-100%$56———
Showing 54 of 54 institutions