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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 883 | $5.56K | 0.00% | +883 | New |
| Bokf, NA | 876 | $5.52K | 0.00% | +876 | New |
| JFS Wealth Advisors, LLC | 859 | $5.41K | 0.00% | −263−23.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 729 | $4.59K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 625 | $3.94K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 561 | $3.54K | 0.00% | +561 | New |
| Sandy Spring Bank | 560 | $3.53K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 547 | $3.45K | 0.00% | −49−8.2% | Reduced |
| FinTrust Capital Advisors, LLC | 537 | $3.38K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 527 | $3.32K | 0.00% | +527 | New |
| CVA Family Office, LLC | 473 | $2.98K | 0.00% | +473 | New |
| NBT Bank N A | 437 | $2.75K | 0.00% | +437 | New |
| Quadrant Capital Group LLC | 429 | $2.70K | 0.00% | −92−17.7% | Reduced |
| Parkside Financial Bank & Trust | 426 | $2.68K | 0.00% | +426 | New |
| RFP Financial Group LLC | 379 | $2.39K | 0.00% | +379 | New |
| Farther Finance Advisors, LLC | 363 | $2.29K | 0.00% | +355+4,437.5% | Added |
| GW&K Investment Management, LLC | 365 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 298 | $1.88K | 0.00% | −54−15.3% | Reduced |
| Rocky Mountain Advisers, LLC | 255 | $1.61K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 266 | $1.56K | 0.00% | −99−27.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 214 | $1.35K | 0.00% | +5+2.4% | Added |
| Addison Advisors LLC | 202 | $1.27K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 200 | $1.26K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 182 | $1.15K | 0.00% | +182 | New |
| Delta Asset Management LLC | 160 | $1.01K | 0.00% | 00.0% | Unchanged |
| 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 |
| Advisory Services Network, LLC | 154 | $970 | 0.00% | +154 | New |
| Lindbrook Capital, LLC | 143 | $901 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 120 | $756 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 125 | $683 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 100 | $630 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 90 | $567 | 0.00% | +37+69.8% | Added |
| Whittier Trust Co of Nevada Inc | 84 | $529 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 80 | $497 | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 75 | $470 | 0.00% | +75 | New |
| Barclays PLC | 65 | $410 | 0.00% | −65−50.0% | Reduced |
| North Star Investment Management Corp. | 57 | $359 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 55 | $347 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 50 | $315 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 50 | $315 | 0.00% | +50 | New |
| Highlander Capital Management, LLC | 40 | $252 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 32 | $202 | 0.00% | −128−80.0% | Reduced |
| Guardian Wealth Management, Inc. | 30 | $189 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 8 | $51 | 0.00% | +8 | New |
| Focused Wealth Management, Inc | 4 | $25 | 0.00% | +4 | New |
| Impact Partnership Wealth, LLC | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 17 | $0 | 0.00% | −177−91.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −780−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −5,157,300−100.0% | Sold out |
| Palouse Capital Management, Inc. | 0 | $0 | 0.00% | −574,353−100.0% | Sold out |
| Westerly Capital Management, LLC | 0 | $0 | 0.00% | −450,000−100.0% | Sold out |
| JB Capital LLC | 0 | $0 | 0.00% | −377,506−100.0% | Sold out |
| Platinum Investment Management Ltd | 0 | $0 | 0.00% | −323,175−100.0% | Sold out |
| George Kaiser Family Foundation | 0 | $0 | 0.00% | −299,462−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −260,325−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −78,930−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −37,235−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −18,550−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −18,431−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −14,837−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −13,641−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −12,075−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −11,487−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −10,826−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −10,553−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −10,311−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −5,921−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −5,020−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −1,887−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| CKW Financial Group | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Antonetti Capital Management LLC | – | – | – | – | Not filed |