T ROWE PRICE EQUITY INCOME E (TEQI) Top Institutional Shareholders
T ROWE PRICE EQUITY INCOME E (TEQI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $76.62M in TEQI holdings during the latest filing period.
Aprio Wealth Management, Llc is currently the largest disclosed institutional shareholder of TEQI tracked by InsiderSet, reporting ownership valued at approximately $18.08M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $20.06M, representing an estimated gain of +10.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed TEQI value among the investors covered in this analysis. Major shareholders include Aprio Wealth Management, Llc, Jones Financial Companies Lllp, Lantz Financial Llc, and several other long-term asset managers with concentrated positions in T ROWE PRICE EQUITY INCOME E (TEQI).
This page ranks the largest institutional TEQI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
49
Total Reported Value
$76.62M
Largest Holder
Aprio Wealth Management, Llc
Largest Position
$18.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Aprio Wealth Management, Llc | 0.99% | 401,681 | $18,082,300 | $20,055,249 | +$1,972,949 | +10.91% | |
| Jones Financial Companies Lllp | 0.01% | 246,692 | $10,918,600 | $12,316,912 | +$1,398,312 | +12.81% | |
| Lantz Financial Llc | 1.14% | 122,306 | $5,505,787 | $6,106,531 | +$600,744 | +10.91% | |
| Bank Of America Corp | 0.00% | 122,015 | $5,492,745 | $6,092,002 | +$599,257 | +10.91% | |
| Landaas & Co | 1.13% | 114,587 | $5,158,334 | $5,721,134 | +$562,800 | +10.91% | |
| Asset One Wealth Management Llc | 0.51% | 97,974 | $4,615,558 | $4,891,675 | +$276,117 | +5.98% | |
| Cwm, Llc | 0.01% | 78,773 | $3,546,093 | $3,933,002 | +$386,909 | +10.91% | |
| Merit Financial Group, Llc | 0.02% | 66,504 | $2,993,770 | $3,320,432 | +$326,662 | +10.91% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 58,337 | $2,626,140 | $2,912,667 | +$286,527 | +10.91% | |
| Dynamic Advisor Solutions Llc | 0.08% | 53,313 | $2,399,971 | $2,661,827 | +$261,856 | +10.91% | |
| Cetera Investment Advisers | 0.00% | 43,180 | $1,943,813 | $2,155,904 | +$212,091 | +10.91% | |
| Associated Banc-Corp | 0.05% | 37,809 | $1,702,032 | $1,887,739 | +$185,707 | +10.91% | |
| Stifel Financial Corp | 0.00% | 32,722 | $1,473,033 | $1,633,754 | +$160,721 | +10.91% | |
| Kestra Advisory Services, Llc | 0.00% | 22,245 | $1,001,374 | $1,110,655 | +$109,281 | +10.91% | |
| Commonwealth Equity Services, Llc | 0.00% | 21,767 | $979,900 | $1,086,789 | +$106,889 | +10.91% | |
| Envestnet Asset Management Inc | 0.00% | 20,491 | $922,425 | $1,023,081 | +$100,656 | +10.91% | |
| Triangle Securities Wealth Management | 0.19% | 18,704 | $841,989 | $933,859 | +$91,870 | +10.91% | |
| Goldman Sachs Group Inc | 0.00% | 17,740 | $798,594 | $885,728 | +$87,134 | +10.91% | |
| Royal Bank Of Canada | 0.00% | 17,045 | $767,000 | $851,028 | +$84,028 | +10.96% | |
| D.A. Davidson & Co. | 0.00% | 13,497 | $607,589 | $673,882 | +$66,293 | +10.91% | |
| Integrity Alliance, Llc. | 0.02% | 11,190 | $503,740 | $558,698 | +$54,958 | +10.91% | |
| Ascentis Independent Advisors | 0.03% | 10,141 | $456,513 | $506,323 | +$49,810 | +10.91% | |
| Osaic Holdings, Inc. | 0.00% | 9,875 | $444,575 | $493,042 | +$48,467 | +10.90% | |
| Harbour Investments, Inc. | 0.01% | 9,301 | $418,705 | $464,383 | +$45,678 | +10.91% | |
| Oarsman Capital, Inc. | 0.04% | 6,661 | $299,857 | $332,572 | +$32,715 | +10.91% | |
| Bond & Devick Financial Network, Inc. | 0.08% | 6,472 | $291,347 | $323,136 | +$31,789 | +10.91% | |
| Lpl Financial Llc | 0.00% | 6,341 | $285,450 | $316,595 | +$31,145 | +10.91% | |
| Waverly Advisors, Llc | 0.00% | 5,983 | $269,318 | $298,721 | +$29,403 | +10.92% | |
| Core Wealth Advisors, Inc. | 0.06% | 5,346 | $240,659 | $266,917 | +$26,258 | +10.91% | |
| Brooklyn Investment Group | 0.01% | 4,933 | $222,067 | $246,296 | +$24,229 | +10.91% | |
| Glass Jacobson Investment Advisors Llc | 0.06% | 3,792 | $170,721 | $189,328 | +$18,607 | +10.90% | |
| Central Trust Co | 0.00% | 3,755 | $169,038 | $187,481 | +$18,443 | +10.91% | |
| Price T Rowe Associates Inc | 0.02% | 3,184,204 | $143,343 | $158,981,893 | +$158,838,550 | +110810.12% | |
| Geneos Wealth Management Inc. | 0.00% | 1,425 | $64,154 | $71,148 | +$6,994 | +10.90% | |
| Arax Advisory Partners | 0.00% | 1,172 | $52,760 | $58,516 | +$5,756 | +10.91% | |
| Cullen/Frost Bankers, Inc. | 0.00% | 1,051 | $47,325 | $52,475 | +$5,150 | +10.88% | |
| Capital Investment Advisory Services, Llc | 0.00% | 950 | $42,766 | $47,432 | +$4,666 | +10.91% | |
| Archer Investment Corp | 0.01% | 557 | $25,074 | $27,810 | +$2,736 | +10.91% | |
| Johnson Financial Group, Inc. | 0.00% | 536 | $24,129 | $26,762 | +$2,633 | +10.91% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 400 | $18,007 | $19,971 | +$1,964 | +10.91% | |
| Blair William & Co/Il | 0.00% | 400 | $18,007 | $19,971 | +$1,964 | +10.91% | |
| Corecap Advisors, Llc | 0.00% | 400 | $18,007 | $19,971 | +$1,964 | +10.91% | |
| Advisory Services Network, Llc | 0.00% | 360 | $16,206 | $17,974 | +$1,768 | +10.91% | |
| M Holdings Securities, Inc. | 0.15% | 49,860 | $2,292 | $2,489,425 | +$2,487,133 | +108513.66% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 32,915 | $1,482 | $1,643,390 | +$1,641,908 | +110790.01% | |
| Janney Montgomery Scott Llc | 0.00% | 12,350 | $556 | $616,615 | +$616,059 | +110801.89% | |
| Financial Connections Group, Inc. | 0.05% | 3,219 | $144 | $160,719 | +$160,575 | +111510.55% | |
| Morgan Stanley | 0.00% | 1 | $67 | $50 | -$17 | -25.48% | |
| Hantz Financial Services, Inc. | 0.00% | 448 | $20 | $22,368 | +$22,348 | +111739.39% |
Frequently asked questions about TEQI
Who owns the most TEQI stock?
The largest holders of TEQI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for T ROWE PRICE EQUITY INCOME E (TEQI).
Is TEQI widely held by superinvestors?
Many widely followed stocks like TEQI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TEQI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.