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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 43,210 | $272.2K | 0.00% | −34,572−44.4% | Reduced |
| Forum Financial Management, LP | 43,024 | $271.1K | 0.01% | −91,004−67.9% | Reduced |
| Cerity Partners LLC | 41,886 | $264.1K | 0.00% | +31,456+301.6% | Added |
| Strategic Wealth Partners, Ltd. | 41,806 | $263.4K | 0.03% | −239,068−85.1% | Reduced |
| Charles Schwab Investment Management Inc | 41,706 | $262.7K | 0.00% | −46,373−52.6% | Reduced |
| Veriti Management LLC | 41,618 | $262.2K | 0.02% | +1,233+3.1% | Added |
| Dorsey & Whitney Trust CO LLC | 40,141 | $252.9K | 0.02% | +26,684+198.3% | Added |
| The PNC Financial Services Group, Inc. | 39,636 | $249.7K | 0.00% | +759+2.0% | Added |
| Ameriprise Financial Inc | 38,487 | $242.5K | 0.00% | −68,334−64.0% | Reduced |
| Simplex Trading, LLC | 38,523 | $242.0K | 0.01% | +9,920+34.7% | Added |
| Two Sigma Securities, LLC | 36,884 | $232.4K | 0.01% | +3,631+10.9% | Added |
| US Bancorp | 36,096 | $227.4K | 0.00% | +4,479+14.2% | Added |
| Advisor Group Holdings, Inc. | 35,841 | $225.8K | 0.00% | −37,498−51.1% | Reduced |
| Intrust Bank NA | 35,828 | $225.7K | 0.03% | +15,658+77.6% | Added |
| Cubist Systematic Strategies, LLC | 34,772 | $219.1K | 0.00% | +34,772 | New |
| D.A. Davidson & Co. | 33,000 | $207.9K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 32,448 | $204.0K | 0.00% | +32,448 | New |
| Pacer Advisors, Inc. | 29,394 | $185.2K | 0.00% | −1,980,587−98.5% | Reduced |
| Seeds Investor LLC | 27,686 | $174.4K | 0.20% | +27,686 | New |
| HighTower Advisors, LLC | 27,911 | $172.0K | 0.00% | −5,235−15.8% | Reduced |
| Brinker Capital Investments, LLC | 27,597 | $170.0K | 0.00% | −4,652−14.4% | Reduced |
| Orion Portfolio Solutions, LLC | 27,597 | $170.0K | 0.00% | −4,652−14.4% | Reduced |
| Eqis Capital Management, Inc. | 25,477 | $160.5K | 0.01% | −4,764−15.8% | Reduced |
| Leonteq Securities AG | 25,376 | $159.9K | 0.02% | +6,100+31.6% | Added |
| First Affirmative Financial Network | 24,086 | $151.7K | 0.12% | +4,351+22.0% | Added |
| Hennessy Advisors Inc | 24,078 | $151.7K | 0.01% | +24,078 | New |
| Nilsine Partners, LLC | 23,726 | $149.5K | 0.02% | −6,127−20.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 23,693 | $149.0K | 0.00% | −370−1.5% | Reduced |
| Quantinno Capital Management LP | 22,612 | $142.0K | 0.00% | +22,612 | New |
| TD Waterhouse Canada Inc. | 22,133 | $138.0K | 0.00% | −3,460−13.5% | Reduced |
| Arlington Capital Management, Inc. | 20,000 | $126.0K | 0.11% | +20,000 | New |
| RFG Advisory, LLC | 19,594 | $123.4K | 0.00% | −700−3.4% | Reduced |
| National Bank of Canada | 19,525 | $120.8K | 0.00% | −8,200−29.6% | Reduced |
| Ruedi Wealth Management, Inc. | 19,157 | $120.7K | 0.06% | −9,141−32.3% | Reduced |
| Cetera Trust Company, N.A | 18,850 | $118.8K | 0.07% | +18,850 | New |
| Formidable Asset Management, LLC | 18,759 | $118.2K | 0.03% | +18,759 | New |
| Wolverine Trading, LLC | 18,529 | $116.7K | 0.00% | +3,892+26.6% | Added |
| Five Oceans Advisors | 18,478 | $116.4K | 0.07% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 18,000 | $113.4K | 0.09% | −1,500−7.7% | Reduced |
| Harvest Fund Management Co., Ltd | 17,910 | $112.0K | 0.02% | +17,910 | New |
| Harbour Investments, Inc. | 17,673 | $111.3K | 0.00% | +3,606+25.6% | Added |
| Empower Advisory Group, LLC | 16,056 | $101.2K | 0.00% | 00.0% | Unchanged |
| Natixis | 15,805 | $99.6K | 0.00% | +6,928+78.0% | Added |
| Gallacher Capital Management LLC | 15,795 | $99.5K | 0.06% | −7,349−31.8% | Reduced |
| Cetera Advisor Networks LLC | 15,766 | $99.3K | 0.00% | −2,110−11.8% | Reduced |
| United Capital Financial Advisers, LLC | 14,996 | $94.5K | 0.00% | +14,996 | New |
| Aprio Wealth Management, LLC | 14,938 | $94.1K | 0.02% | −6,378−29.9% | Reduced |
| TownSquare Capital, LLC | 14,616 | $92.1K | 0.00% | +1,524+11.6% | Added |
| Gateway Investment Advisers LLC | 14,223 | $89.6K | 0.00% | −180−1.2% | Reduced |
| MML Investors Services, LLC | 14,129 | $89.0K | 0.00% | +36+0.3% | Added |
| Susquehanna International Group, LLP | 13,589 | $85.6K | 0.00% | −2,211,055−99.4% | Reduced |
| Knowledge Leaders Capital, LLC | 13,526 | $85.2K | 0.13% | −1,594−10.5% | Reduced |
| Truist Financial Corp | 13,383 | $84.3K | 0.00% | +1,134+9.3% | Added |
| Schechter Investment Advisors, LLC | 12,699 | $80.0K | 0.01% | +46+0.4% | Added |
| Captrust Financial Advisors | 12,465 | $78.5K | 0.00% | −5,642−31.2% | Reduced |
| Creative Planning | 12,188 | $76.8K | 0.00% | −3,430−22.0% | Reduced |
| Russell Investments Group, Ltd. | 12,184 | $76.8K | 0.00% | −956−7.3% | Reduced |
| Franklin Resources Inc | 12,038 | $75.8K | 0.00% | +588+5.1% | Added |
| Redwood Wealth Management Group, LLC | 11,731 | $73.9K | 0.08% | −50−0.4% | Reduced |
| Toroso Investments, LLC | 11,589 | $73.0K | 0.00% | +11,589 | New |
| 626 Financial, LLC | 11,460 | $72.2K | 0.05% | +11,460 | New |
| Reynders McVeigh Capital Management, LLC | 11,504 | $72.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 11,178 | $70.4K | 0.00% | −538−4.6% | Reduced |
| Integrated Wealth Concepts LLC | 11,015 | $69.4K | 0.00% | −485−4.2% | Reduced |
| LCM Capital Management Inc | 10,569 | $66.6K | 0.05% | +251+2.4% | Added |
| Lake Street Advisors Group, LLC | 10,335 | $65.1K | 0.00% | +10,335 | New |
| M&T Bank Corp | 10,228 | $64.0K | 0.00% | −2,025−16.5% | Reduced |
| AE Wealth Management LLC | 10,199 | $59.0K | 0.00% | −6,677−39.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,230 | $51.8K | 0.00% | −820−9.1% | Reduced |
| Grove Bank & Trust | 7,405 | $46.7K | 0.01% | −4−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 7,065 | $44.5K | 0.00% | −5,823−45.2% | Reduced |
| Ronald Blue Trust, Inc. | 7,783 | $38.0K | 0.00% | +2,021+35.1% | Added |
| Planned Solutions, Inc. | 6,000 | $37.8K | 0.02% | +6,000 | New |
| Financial Perspectives, Inc | 4,603 | $29.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 4,470 | $28.0K | 0.00% | −67−1.5% | Reduced |
| Armstrong Advisory Group, Inc | 4,232 | $26.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,858 | $23.5K | 0.00% | +548+16.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 3,500 | $22.1K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,462 | $21.8K | 0.00% | +3,462 | New |
| EntryPoint Capital, LLC | 3,283 | $20.7K | 0.02% | +3,283 | New |
| 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 |
| NBC Securities, Inc. | 3,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,762 | $17.4K | 0.00% | +100+3.8% | Added |
| Wolff Wiese Magana LLC | 2,603 | $16.4K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 2,560 | $16.1K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2,400 | $15.1K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 2,357 | $14.8K | 0.00% | −770−24.6% | Reduced |
| Beacon Capital Management, LLC | 3,000 | $14.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,273 | $14.3K | 0.00% | −4,877−68.2% | Reduced |
| Sound Income Strategies, LLC | 2,250 | $14.2K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,900 | $12.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,806 | $11.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,552 | $9.78K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,276 | $8.04K | 0.00% | −692−35.2% | Reduced |
| GWM Advisors LLC | 1,060 | $6.68K | 0.00% | +200+23.3% | Added |
| GAMMA Investing LLC | 1,179 | $6.50K | 0.00% | +1,179 | New |
| AdvisorNet Financial, Inc | 1,000 | $6.30K | 0.00% | +1,000 | New |
| South State Corp. | 910 | $5.73K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 883 | $5.56K | 0.00% | +108+13.9% | Added |