Ericsson LM Telephone Co
ERIC- Exchange
- Nasdaq
- Industry
- Radio & Tv Broadcasting & Communications Equipment
- SEC CIK
- 0000717826
No open-market purchases or sales by Ericsson LM Telephone Co insiders were filed in the last 90 days; 391 institutions reported holding it in 13F filings for Q2 2026, worth $3.53B in total; no superinvestor holds it.
Other share classesERIXF
13F holders, Q3 2023
Institutional positions in Ericsson LM Telephone Co as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 237
- −12 vs. Q2 2023
- Shares held
- 273.3M
- +20.9M (+8.3%) vs. Q2 2023
- Total value
- $1.33B
- −$46.6M (−3.4%) vs. Q2 2023
- New holders
- 34
- 74 more added
- Sold out
- 46
- 78 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ERIC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 391 | $3.53B |
| Q1 2026 | 377 | $3.55B |
| Q4 2025 | 350 | $3.10B |
| Q3 2025 | 328 | $2.61B |
| Q2 2025 | 356 | $3.26B |
| Q1 2025 | 324 | $3.11B |
| Q4 2024 | 318 | $3.21B |
| Q3 2024 | 267 | $2.14B |
| Q2 2024 | 247 | $1.87B |
| Q1 2024 | 238 | $1.65B |
| Q4 2023 | 249 | $1.68B |
| Q3 2023 | 237 | $1.33B |
| Q2 2023 | 250 | $1.38B |
| Q1 2023 | 271 | $1.48B |
| Q4 2022 | 298 | $1.55B |
| Q3 2022 | 301 | $1.52B |
| Q2 2022 | 317 | $2.08B |
| Q1 2022 | 346 | $2.48B |
| Q4 2021 | 362 | $2.77B |
| Q3 2021 | 363 | $3.28B |
| Q2 2021 | 381 | $3.59B |
| Q1 2021 | 373 | $3.67B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Ericsson LM Telephone Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cutler Group LP | 194 | $0 | 0.00% | +100+106.4% | Added |
| PrairieView Partners, LLC | 87 | $0 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 40 | $0 | 0.00% | +40 | New |
| Impact Partnership Wealth, LLC | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8 | $39 | 0.00% | −8−50.0% | Reduced |
| Guardian Wealth Management, Inc. | 30 | $146 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 50 | $243 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 53 | $258 | 0.00% | +53 | New |
| Raffa Wealth Management, LLC | 55 | $267 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 57 | $277 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 80 | $345 | 0.00% | +75+1,500.0% | Added |
| Whittier Trust Co of Nevada Inc | 84 | $408 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 97 | $471 | 0.00% | −56−36.6% | Reduced |
| Antonetti Capital Management LLC | 100 | $486 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 100 | $486 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 100 | $486 | 0.00% | +100 | New |
| Fifth Third Bancorp | 106 | $515 | 0.00% | −351−76.8% | Reduced |
| Estabrook Capital Management | 120 | $583 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 125 | $587 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 130 | $632 | 0.00% | −222−63.1% | Reduced |
| Lindbrook Capital, LLC | 143 | $695 | 0.00% | +117+450.0% | Added |
| Delta Asset Management LLC | 160 | $778 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 160 | $778 | 0.00% | +160 | New |
| SRS Capital Advisors, Inc. | 198 | $963 | 0.00% | +198 | New |
| Gradient Investments LLC | 200 | $972 | 0.00% | −929−82.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 200 | $972 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 202 | $982 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 250 | $1.00K | 0.00% | −200−44.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 209 | $1.02K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 216 | $1.05K | 0.00% | −752−77.7% | Reduced |
| Rocky Mountain Advisers, LLC | 255 | $1.24K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 352 | $1.71K | 0.00% | −2,981−89.4% | Reduced |
| Spire Wealth Management | 365 | $1.77K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 400 | $1.94K | 0.00% | +400 | New |
| Householder Group Estate & Retirement Specialist, LLC | 400 | $1.94K | 0.00% | +400 | New |
| GW&K Investment Management, LLC | 365 | $2.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 390 | $2.00K | 0.00% | +390 | New |
| Quadrant Capital Group LLC | 521 | $2.53K | 0.00% | +389+294.7% | Added |
| FinTrust Capital Advisors, LLC | 537 | $2.61K | 0.00% | −50−8.5% | Reduced |
| Sandy Spring Bank | 560 | $2.72K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 596 | $2.90K | 0.00% | −23−3.7% | Reduced |
| Clearstead Advisors, LLC | 600 | $2.92K | 0.00% | +600 | New |
| Gables Capital Management Inc. | 625 | $3.04K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 729 | $3.54K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 775 | $3.77K | 0.00% | +619+396.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 780 | $3.79K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 860 | $4.18K | 0.00% | −1,000−53.8% | Reduced |
| South State Corp. | 910 | $4.42K | 0.00% | −10,009−91.7% | Reduced |
| JFS Wealth Advisors, LLC | 1,122 | $5.45K | 0.00% | +397+54.8% | Added |
| Huntington National Bank | 1,552 | $7.54K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,806 | $8.78K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,887 | $9.17K | 0.00% | +1,887 | New |
| Central Trust Co | 1,900 | $9.23K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,968 | $9.56K | 0.00% | +442+29.0% | Added |
| Sound Income Strategies, LLC | 2,250 | $10.9K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2,400 | $11.7K | 0.01% | −6,920−74.2% | Reduced |
| Key Financial Inc | 2,560 | $12.4K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,603 | $12.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,662 | $12.9K | 0.00% | +2,258+558.9% | Added |
| NBC Securities, Inc. | 3,000 | $14.0K | 0.00% | +3,000 | New |
| Geneos Wealth Management Inc. | 3,000 | $14.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,127 | $15.6K | 0.00% | −223−6.7% | Reduced |
| Global Retirement Partners, LLC | 3,310 | $15.7K | 0.00% | +102+3.2% | Added |
| WR Wealth Planners, LLC | 3,300 | $16.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3,000 | $16.4K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 3,500 | $17.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,232 | $20.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,537 | $22.0K | 0.00% | +1,247+37.9% | Added |
| Financial Perspectives, Inc | 4,603 | $22.4K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 5,020 | $24.4K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 5,921 | $28.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,762 | $31.0K | 0.00% | +473+8.9% | Added |
| Steward Partners Investment Advisory, LLC | 7,150 | $34.7K | 0.00% | +3,030+73.5% | Added |
| Grove Bank & Trust | 7,409 | $36.0K | 0.01% | −348−4.5% | Reduced |
| Natixis | 8,877 | $43.1K | 0.00% | −1,911−17.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,050 | $44.0K | 0.00% | −157−1.7% | Reduced |
| Wetherby Asset Management Inc | 10,311 | $50.1K | 0.00% | −800−7.2% | Reduced |
| LCM Capital Management Inc | 10,318 | $50.1K | 0.04% | +10,318 | New |
| Cerity Partners LLC | 10,430 | $50.7K | 0.00% | −24,588−70.2% | Reduced |
| Claro Advisors LLC | 10,553 | $51.3K | 0.01% | −466−4.2% | Reduced |
| Headlands Technologies LLC | 10,826 | $52.6K | 0.03% | +10,826 | New |
| Franklin Resources Inc | 11,450 | $55.6K | 0.00% | +249+2.2% | Added |
| Cable Hill Partners, LLC | 11,487 | $55.8K | 0.01% | +11,487 | New |
| Integrated Wealth Concepts LLC | 11,500 | $55.9K | 0.00% | −114−1.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 11,504 | $56.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 11,716 | $56.9K | 0.00% | +11,716 | New |
| Redwood Wealth Management Group, LLC | 11,781 | $57.3K | 0.07% | 00.0% | Unchanged |
| Group One Trading, L.P. | 12,075 | $58.7K | 0.00% | −50,426−80.7% | Reduced |
| M&T Bank Corp | 12,253 | $59.4K | 0.00% | +1,492+13.9% | Added |
| Truist Financial Corp | 12,249 | $59.5K | 0.00% | +12,249 | New |
| Schechter Investment Advisors, LLC | 12,653 | $61.5K | 0.01% | +12,653 | New |
| EverSource Wealth Advisors, LLC | 12,888 | $62.6K | 0.01% | +4,411+52.0% | Added |
| TownSquare Capital, LLC | 13,092 | $63.6K | 0.00% | +13,092 | New |
| Russell Investments Group, Ltd. | 13,140 | $63.9K | 0.00% | −216,744−94.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 13,457 | $65.4K | 0.01% | +3,201+31.2% | Added |
| DRW Securities, LLC | 13,641 | $66.0K | 0.01% | −39,989−74.6% | Reduced |
| MML Investors Services, LLC | 14,093 | $68.0K | 0.00% | +308+2.2% | Added |
| Harbour Investments, Inc. | 14,067 | $68.4K | 0.00% | −43−0.3% | Reduced |
| Gateway Investment Advisers LLC | 14,403 | $70.0K | 0.00% | −27,763−65.8% | Reduced |
| Wolverine Trading, LLC | 14,637 | $71.1K | 0.00% | −4,597−23.9% | Reduced |