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, Q4 2023
Institutional positions in Ericsson LM Telephone Co as of Dec 31, 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
- 249
- +15 vs. Q3 2023
- Shares held
- 266.9M
- −6.38M (−2.3%) vs. Q3 2023
- Total value
- $1.68B
- +$353.2M (+26.6%) vs. Q3 2023
- New holders
- 48
- 66 more added
- Sold out
- 33
- 89 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Ericsson LM Telephone Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cutler Group LP | 17 | $0 | 0.00% | −177−91.2% | Reduced |
| Impact Partnership Wealth, LLC | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 4 | $25 | 0.00% | +4 | New |
| GHP Investment Advisors, Inc. | 8 | $51 | 0.00% | +8 | New |
| Guardian Wealth Management, Inc. | 30 | $189 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 32 | $202 | 0.00% | −128−80.0% | Reduced |
| Highlander Capital Management, LLC | 40 | $252 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 50 | $315 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 50 | $315 | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 55 | $347 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 57 | $359 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 65 | $410 | 0.00% | −65−50.0% | Reduced |
| Tennessee Valley Asset Management Partners | 75 | $470 | 0.00% | +75 | New |
| Sofos Investments, Inc. | 80 | $497 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 84 | $529 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 90 | $567 | 0.00% | +37+69.8% | Added |
| West Branch Capital LLC | 100 | $630 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 125 | $683 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 120 | $756 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 143 | $901 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 154 | $970 | 0.00% | +154 | New |
| Householder Group Estate & Retirement Specialist, LLC | 300 | $1.00K | 0.00% | −100−25.0% | Reduced |
| PrairieView Partners, LLC | 87 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 160 | $1.01K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 182 | $1.15K | 0.00% | +182 | New |
| Gradient Investments LLC | 200 | $1.26K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 202 | $1.27K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 214 | $1.35K | 0.00% | +5+2.4% | Added |
| Spire Wealth Management | 266 | $1.56K | 0.00% | −99−27.1% | Reduced |
| Rocky Mountain Advisers, LLC | 255 | $1.61K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 298 | $1.88K | 0.00% | −54−15.3% | Reduced |
| GW&K Investment Management, LLC | 365 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 363 | $2.29K | 0.00% | +355+4,437.5% | Added |
| RFP Financial Group LLC | 379 | $2.39K | 0.00% | +379 | New |
| Parkside Financial Bank & Trust | 426 | $2.68K | 0.00% | +426 | New |
| Quadrant Capital Group LLC | 429 | $2.70K | 0.00% | −92−17.7% | Reduced |
| NBT Bank N A | 437 | $2.75K | 0.00% | +437 | New |
| CVA Family Office, LLC | 473 | $2.98K | 0.00% | +473 | New |
| Arlington Trust Co LLC | 527 | $3.32K | 0.00% | +527 | New |
| FinTrust Capital Advisors, LLC | 537 | $3.38K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 547 | $3.45K | 0.00% | −49−8.2% | Reduced |
| Sandy Spring Bank | 560 | $3.53K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 561 | $3.54K | 0.00% | +561 | New |
| Gables Capital Management Inc. | 625 | $3.94K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 729 | $4.59K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 859 | $5.41K | 0.00% | −263−23.4% | Reduced |
| Bokf, NA | 876 | $5.52K | 0.00% | +876 | New |
| Bell Investment Advisors, Inc | 883 | $5.56K | 0.00% | +108+13.9% | Added |
| Principal Securities, Inc. | 883 | $5.56K | 0.00% | +883 | New |
| South State Corp. | 910 | $5.73K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,000 | $6.30K | 0.00% | +1,000 | New |
| GAMMA Investing LLC | 1,179 | $6.50K | 0.00% | +1,179 | New |
| GWM Advisors LLC | 1,060 | $6.68K | 0.00% | +200+23.3% | Added |
| Glassman Wealth Services | 1,276 | $8.04K | 0.00% | −692−35.2% | Reduced |
| Huntington National Bank | 1,552 | $9.78K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,806 | $11.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,900 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,250 | $14.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,273 | $14.3K | 0.00% | −4,877−68.2% | Reduced |
| Beacon Capital Management, LLC | 3,000 | $14.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,357 | $14.8K | 0.00% | −770−24.6% | Reduced |
| Chesapeake Asset Management LLC | 2,400 | $15.1K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 2,560 | $16.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,603 | $16.4K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 2,762 | $17.4K | 0.00% | +100+3.8% | Added |
| NBC Securities, Inc. | 3,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,000 | $18.9K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 3,000 | $18.9K | 0.00% | +3,000 | New |
| EntryPoint Capital, LLC | 3,283 | $20.7K | 0.02% | +3,283 | New |
| Rothschild Investment LLC | 3,462 | $21.8K | 0.00% | +3,462 | New |
| Mark Sheptoff Financial Planning, LLC | 3,500 | $22.1K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,858 | $23.5K | 0.00% | +548+16.6% | Added |
| Armstrong Advisory Group, Inc | 4,232 | $26.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,470 | $28.0K | 0.00% | −67−1.5% | Reduced |
| Financial Perspectives, Inc | 4,603 | $29.0K | 0.01% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 6,000 | $37.8K | 0.02% | +6,000 | New |
| Ronald Blue Trust, Inc. | 7,783 | $38.0K | 0.00% | +2,021+35.1% | Added |
| EverSource Wealth Advisors, LLC | 7,065 | $44.5K | 0.00% | −5,823−45.2% | Reduced |
| Grove Bank & Trust | 7,405 | $46.7K | 0.01% | −4−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,230 | $51.8K | 0.00% | −820−9.1% | Reduced |
| AE Wealth Management LLC | 10,199 | $59.0K | 0.00% | −6,677−39.6% | Reduced |
| M&T Bank Corp | 10,228 | $64.0K | 0.00% | −2,025−16.5% | Reduced |
| Lake Street Advisors Group, LLC | 10,335 | $65.1K | 0.00% | +10,335 | New |
| LCM Capital Management Inc | 10,569 | $66.6K | 0.05% | +251+2.4% | Added |
| Integrated Wealth Concepts LLC | 11,015 | $69.4K | 0.00% | −485−4.2% | Reduced |
| Cetera Advisors LLC | 11,178 | $70.4K | 0.00% | −538−4.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 11,504 | $72.0K | 0.00% | 00.0% | Unchanged |
| 626 Financial, LLC | 11,460 | $72.2K | 0.05% | +11,460 | New |
| Toroso Investments, LLC | 11,589 | $73.0K | 0.00% | +11,589 | New |
| Redwood Wealth Management Group, LLC | 11,731 | $73.9K | 0.08% | −50−0.4% | Reduced |
| Franklin Resources Inc | 12,038 | $75.8K | 0.00% | +588+5.1% | Added |
| Russell Investments Group, Ltd. | 12,184 | $76.8K | 0.00% | −956−7.3% | Reduced |
| Creative Planning | 12,188 | $76.8K | 0.00% | −3,430−22.0% | Reduced |
| Captrust Financial Advisors | 12,465 | $78.5K | 0.00% | −5,642−31.2% | Reduced |
| Schechter Investment Advisors, LLC | 12,699 | $80.0K | 0.01% | +46+0.4% | Added |
| Truist Financial Corp | 13,383 | $84.3K | 0.00% | +1,134+9.3% | Added |
| Knowledge Leaders Capital, LLC | 13,526 | $85.2K | 0.13% | −1,594−10.5% | Reduced |
| Susquehanna International Group, LLP | 13,589 | $85.6K | 0.00% | −2,211,055−99.4% | Reduced |
| MML Investors Services, LLC | 14,129 | $89.0K | 0.00% | +36+0.3% | Added |