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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 14,837 | $72.1K | 0.00% | +2,480+20.1% | Added |
| Knowledge Leaders Capital, LLC | 15,120 | $73.5K | 0.11% | +15,120 | New |
| Creative Planning | 15,618 | $75.9K | 0.00% | −5,020−24.3% | Reduced |
| Empower Advisory Group, LLC | 16,056 | $78.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 16,701 | $81.2K | 0.00% | −5,303−24.1% | Reduced |
| Pinnacle Associates Ltd | 16,723 | $81.3K | 0.00% | +500+3.1% | Added |
| AE Wealth Management LLC | 16,876 | $82.0K | 0.00% | −388−2.2% | Reduced |
| Captrust Financial Advisors | 18,107 | $83.6K | 0.00% | +5,040+38.6% | Added |
| Cetera Advisor Networks LLC | 17,876 | $86.9K | 0.00% | +4,802+36.7% | Added |
| Strategic Global Advisors, LLC | 18,431 | $89.6K | 0.01% | −272−1.5% | Reduced |
| Five Oceans Advisors | 18,478 | $89.8K | 0.06% | +2,214+13.6% | Added |
| Doliver Advisors, LP | 18,550 | $90.2K | 0.03% | −900−4.6% | Reduced |
| Leonteq Securities AG | 19,276 | $93.7K | 0.01% | −1,203−5.9% | Reduced |
| Hedges Asset Management LLC | 19,500 | $94.8K | 0.08% | 00.0% | Unchanged |
| First Affirmative Financial Network | 19,735 | $95.9K | 0.09% | +6,815+52.7% | Added |
| Intrust Bank NA | 20,170 | $98.0K | 0.01% | −14,346−41.6% | Reduced |
| RFG Advisory, LLC | 20,294 | $98.6K | 0.00% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 21,316 | $103.6K | 0.03% | +21,316 | New |
| Gallacher Capital Management LLC | 23,144 | $112.5K | 0.07% | −29,548−56.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,063 | $117.0K | 0.00% | +312+1.3% | Added |
| Koss-Olinger Consulting, LLC | 25,328 | $123.0K | 0.02% | +25,328 | New |
| TD Waterhouse Canada Inc. | 25,593 | $127.9K | 0.00% | +3,654+16.7% | Added |
| Advisor Partners II, LLC | 27,082 | $131.6K | 0.01% | +7,474+38.1% | Added |
| National Bank of Canada | 27,725 | $131.8K | 0.00% | −70,400−71.7% | Reduced |
| HRT Financial LP | 27,498 | $133.0K | 0.00% | +27,498 | New |
| Ruedi Wealth Management, Inc. | 28,298 | $137.5K | 0.08% | 00.0% | Unchanged |
| Simplex Trading, LLC | 28,603 | $139.0K | 0.01% | −197,349−87.3% | Reduced |
| Bank of Montreal | 28,604 | $145.0K | 0.00% | −1,936−6.3% | Reduced |
| Nilsine Partners, LLC | 29,853 | $145.1K | 0.02% | −5,811−16.3% | Reduced |
| Eqis Capital Management, Inc. | 30,241 | $147.0K | 0.02% | −2,667−8.1% | Reduced |
| BNP Paribas Arbitrage, SA | 30,988 | $150.6K | 0.00% | −100,046−76.4% | Reduced |
| US Bancorp | 31,617 | $153.7K | 0.00% | −3,691−10.5% | Reduced |
| Brinker Capital Investments, LLC | 32,249 | $156.7K | 0.00% | +424+1.3% | Added |
| Orion Portfolio Solutions, LLC | 32,249 | $156.7K | 0.00% | +424+1.3% | Added |
| Institute for Wealth Management, LLC. | 32,745 | $159.1K | 0.03% | +9,900+43.3% | Added |
| D.A. Davidson & Co. | 33,000 | $160.4K | 0.00% | +19,000+135.7% | Added |
| HighTower Advisors, LLC | 33,146 | $161.0K | 0.00% | +4,028+13.8% | Added |
| Two Sigma Securities, LLC | 33,253 | $161.6K | 0.01% | −11,802−26.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 35,000 | $170.1K | 0.02% | +35,000 | New |
| Jump Financial, LLC | 37,235 | $181.0K | 0.01% | +17,657+90.2% | Added |
| The PNC Financial Services Group, Inc. | 38,877 | $188.9K | 0.00% | −3,941−9.2% | Reduced |
| Veriti Management LLC | 40,385 | $196.3K | 0.02% | −2,592−6.0% | Reduced |
| CAPROCK Group, Inc. | 42,614 | $212.3K | 0.02% | +21,485+101.7% | Added |
| Pathstone Family Office, LLC | 46,540 | $230.5K | 0.00% | +8,345+21.8% | Added |
| Rhumbline Advisers | 49,619 | $241.1K | 0.00% | +680+1.4% | Added |
| Tower Research Capital LLC (TRC) | 50,322 | $244.6K | 0.01% | +43,540+642.0% | Added |
| RNC Capital Management LLC | 51,225 | $249.0K | 0.02% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 51,823 | $251.9K | 0.02% | −7,448−12.6% | Reduced |
| Yousif Capital Management, LLC | 52,145 | $253.4K | 0.00% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 53,800 | $261.5K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 56,791 | $276.0K | 0.02% | −3,359−5.6% | Reduced |
| GTS Securities LLC | 63,990 | $311.0K | 0.01% | −12,170−16.0% | Reduced |
| CI Private Wealth, LLC | 63,222 | $330.0K | 0.00% | −101,712−61.7% | Reduced |
| Sequoia Financial Advisors, LLC | 70,471 | $342.5K | 0.01% | −4,510−6.0% | Reduced |
| Susquehanna International Group Ltd. | 70,858 | $344.4K | 0.08% | +70,858 | New |
| Citigroup Inc | 71,367 | $346.8K | 0.00% | +10,082+16.5% | Added |
| Millennium Management LLC | 72,690 | $353.3K | 0.00% | −9,050,763−99.2% | Reduced |
| Advisor Group Holdings, Inc. | 73,339 | $356.4K | 0.00% | +12,480+20.5% | Added |
| JustInvest LLC | 73,450 | $357.0K | 0.01% | +20,142+37.8% | Added |
| Natixis Advisors, L.P. | 77,201 | $375.0K | 0.00% | +77,201 | New |
| Guggenheim Capital LLC | 77,782 | $378.0K | 0.00% | +34,973+81.7% | Added |
| Mackenzie Financial Corp | 78,930 | $382.0K | 0.00% | +78,930 | New |
| Mariner, LLC | 81,627 | $396.7K | 0.00% | +24,789+43.6% | Added |
| Mercer Global Advisors Inc | 82,242 | $400.0K | 0.00% | −96,644−54.0% | Reduced |
| Bank of New York Mellon Corp | 82,848 | $402.6K | 0.00% | +26,238+46.3% | Added |
| Legacy Wealth Asset Management, LLC | 84,739 | $411.8K | 0.15% | +1,581+1.9% | Added |
| Commonwealth Equity Services, LLC | 86,037 | $418.0K | 0.00% | −26,486−23.5% | Reduced |
| Charles Schwab Investment Management Inc | 88,079 | $428.1K | 0.00% | +34,026+62.9% | Added |
| Royal Bank of Canada | 92,773 | $451.0K | 0.00% | +42,244+83.6% | Added |
| Investors Research Corp | 94,152 | $457.6K | 0.12% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 100,000 | $486.0K | 0.10% | −22,600−18.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 102,628 | $498.8K | 0.00% | +10,317+11.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 104,164 | $506.2K | 0.00% | −49,263−32.1% | Reduced |
| QRG Capital Management, Inc. | 105,071 | $510.6K | 0.01% | +105,071 | New |
| Ethic Inc. | 105,551 | $513.0K | 0.02% | +6,521+6.6% | Added |
| Ameriprise Financial Inc | 106,821 | $521.2K | 0.00% | −68,678−39.1% | Reduced |
| BlackRock Inc. | 114,869 | $558.3K | 0.00% | −15,178−11.7% | Reduced |
| Vident Advisory, LLC | 115,986 | $563.7K | 0.02% | +115,986 | New |
| Ritholtz Wealth Management | 125,730 | $611.0K | 0.03% | +18,564+17.3% | Added |
| Qube Research & Technologies Ltd | 128,186 | $623.0K | 0.00% | +128,186 | New |
| Forum Financial Management, LP | 134,028 | $651.4K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 140,100 | $680.9K | 0.00% | −12,847−8.4% | Reduced |
| Monaco Asset Management SAM | 150,000 | $729.0K | 0.36% | +50,000+50.0% | Added |
| Cresset Asset Management, LLC | 152,035 | $757.3K | 0.01% | +47,625+45.6% | Added |
| Raymond James & Associates | 161,593 | $785.3K | 0.00% | +15,689+10.8% | Added |
| JPMorgan Chase & Co | 176,412 | $857.4K | 0.00% | −60,919−25.7% | Reduced |
| Advisors Asset Management, Inc. | 178,237 | $866.2K | 0.02% | +10,441+6.2% | Added |
| NorthCrest Asset Manangement, LLC | 179,419 | $872.0K | 0.04% | −1,750−1.0% | Reduced |
| Geode Capital Management, LLC | 184,390 | $896.1K | 0.00% | −91,216−33.1% | Reduced |
| Silvercrest Asset Management Group LLC | 219,627 | $1.07M | 0.01% | +14,105+6.9% | Added |
| Dimensional Fund Advisors LP | 223,968 | $1.09M | 0.00% | +992+0.4% | Added |
| Syon Capital LLC | 246,105 | $1.20M | 0.15% | +246,105 | New |
| Quantbot Technologies LP | 255,797 | $1.24M | 0.08% | −92,415−26.5% | Reduced |
| Squarepoint Ops LLC | 260,325 | $1.27M | 0.01% | +198,728+322.6% | Added |
| Kovack Advisors, Inc. | 265,910 | $1.29M | 0.18% | −76,020−22.2% | Reduced |
| Boston Partners | 273,548 | $1.33M | 0.00% | +17,602+6.9% | Added |
| Envestnet Asset Management Inc | 279,576 | $1.36M | 0.00% | −271,860−49.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 280,874 | $1.37M | 0.18% | −56,730−16.8% | Reduced |
| George Kaiser Family Foundation | 299,462 | $1.46M | 0.28% | 00.0% | Unchanged |
| Earnest Partners LLC | 302,312 | $1.47M | 0.01% | +607+0.2% | Added |