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, Q1 2024
Institutional positions in Ericsson LM Telephone Co as of Mar 31, 2024. 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
- 238
- −11 vs. Q4 2023
- Shares held
- 299.6M
- +32.8M (+12.3%) vs. Q4 2023
- Total value
- $1.65B
- −$30.2M (−1.8%) vs. Q4 2023
- New holders
- 37
- 87 more added
- Sold out
- 48
- 65 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Ericsson LM Telephone Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Impact Partnership Wealth, LLC | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8 | $45 | 0.00% | −355−97.8% | Reduced |
| Parallel Advisors, LLC | 14 | $77 | 0.00% | −18−56.3% | Reduced |
| Opal Wealth Advisors, LLC | 25 | $138 | 0.00% | +25 | New |
| Guardian Wealth Management, Inc. | 30 | $165 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 40 | $220 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 55 | $303 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 57 | $314 | 0.00% | 00.0% | Unchanged |
| Natixis | 62 | $342 | 0.00% | −15,743−99.6% | Reduced |
| Barclays PLC | 65 | $358 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 84 | $463 | 0.00% | −476−85.0% | Reduced |
| West Branch Capital LLC | 100 | $551 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 109 | $602 | 0.00% | +29+36.3% | Added |
| Estabrook Capital Management | 120 | $661 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 125 | $672 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 134 | $737 | 0.00% | +50+59.5% | Added |
| Spire Wealth Management | 141 | $776 | 0.00% | −125−47.0% | Reduced |
| Delta Asset Management LLC | 160 | $882 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 250 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 196 | $1.08K | 0.00% | +53+37.1% | Added |
| Addison Advisors LLC | 202 | $1.11K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 213 | $1.17K | 0.00% | −213−50.0% | Reduced |
| Frazier Financial Advisors, LLC | 243 | $1.34K | 0.00% | +61+33.5% | Added |
| Old Point Trust & Financial Services N A | 250 | $1.38K | 0.00% | +250 | New |
| First Horizon Advisors, Inc. | 251 | $1.38K | 0.00% | +251 | New |
| Rocky Mountain Advisers, LLC | 255 | $1.41K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 300 | $1.65K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 321 | $1.76K | 0.00% | +321 | New |
| GW&K Investment Management, LLC | 365 | $2.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 385 | $2.12K | 0.00% | +385 | New |
| IFP Advisors, Inc | 397 | $2.19K | 0.00% | −150−27.4% | Reduced |
| Quadrant Capital Group LLC | 429 | $2.36K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 437 | $2.41K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 473 | $2.61K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 537 | $2.96K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 561 | $3.09K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 625 | $3.44K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 729 | $4.02K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 776 | $4.28K | 0.00% | −107−12.1% | Reduced |
| Hexagon Capital Partners LLC | 791 | $4.36K | 0.00% | +493+165.4% | Added |
| Bruce G. Allen Investments, LLC | 837 | $4.61K | 0.00% | +837 | New |
| Smartleaf Asset Management LLC | 861 | $4.74K | 0.00% | +861 | New |
| South State Corp. | 910 | $5.01K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 922 | $5.08K | 0.00% | +39+4.4% | Added |
| JFS Wealth Advisors, LLC | 1,228 | $6.77K | 0.00% | +369+43.0% | Added |
| Huntington National Bank | 1,302 | $7.17K | 0.00% | −250−16.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,671 | $9.00K | 0.00% | +1,671 | New |
| Rothschild Investment LLC | 1,707 | $9.41K | 0.00% | −1,755−50.7% | Reduced |
| Chesapeake Asset Management LLC | 1,800 | $9.92K | 0.01% | −600−25.0% | Reduced |
| WR Wealth Planners, LLC | 1,800 | $9.92K | 0.00% | +1,800 | New |
| Boyd Watterson Asset Management LLC | 1,806 | $9.95K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,900 | $10.5K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,920 | $10.6K | 0.00% | +1,706+797.2% | Added |
| Rise Advisors, LLC | 2,113 | $11.6K | 0.01% | +2,113 | New |
| Sound Income Strategies, LLC | 2,250 | $12.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,273 | $12.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,357 | $13.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,363 | $13.0K | 0.00% | +1,184+100.4% | Added |
| Key Financial Inc | 2,560 | $14.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,603 | $14.3K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 3,000 | $15.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,762 | $15.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 3,075 | $16.9K | 0.02% | −208−6.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 3,500 | $19.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,858 | $21.3K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 4,603 | $25.4K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,833 | $26.6K | 0.00% | −2,950−37.9% | Reduced |
| Armstrong Advisory Group, Inc | 4,232 | $26.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,110 | $28.2K | 0.00% | −3,120−37.9% | Reduced |
| CWM, LLC | 5,804 | $32.0K | 0.00% | +1,334+29.8% | Added |
| Walleye Trading LLC | 6,105 | $33.6K | 0.00% | +6,105 | New |
| EverSource Wealth Advisors, LLC | 6,990 | $35.1K | 0.00% | −75−1.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,571 | $36.2K | 0.00% | +6,571 | New |
| Grove Bank & Trust | 7,526 | $41.5K | 0.01% | +121+1.6% | Added |
| Integrated Wealth Concepts LLC | 10,077 | $55.5K | 0.00% | −938−8.5% | Reduced |
| Lake Street Advisors Group, LLC | 10,294 | $56.7K | 0.00% | −41−0.4% | Reduced |
| NBC Securities, Inc. | 10,744 | $59.0K | 0.01% | +7,744+258.1% | Added |
| LCM Capital Management Inc | 10,909 | $60.1K | 0.04% | +340+3.2% | Added |
| Schechter Investment Advisors, LLC | 11,140 | $61.4K | 0.00% | −1,559−12.3% | Reduced |
| Formidable Asset Management, LLC | 11,145 | $61.4K | 0.01% | −7,614−40.6% | Reduced |
| 626 Financial, LLC | 11,460 | $63.1K | 0.04% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 11,504 | $64.0K | 0.00% | 00.0% | Unchanged |
| Seeds Investor LLC | 11,741 | $64.7K | 0.06% | −15,945−57.6% | Reduced |
| Dynamic Advisor Solutions LLC | 12,109 | $66.7K | 0.00% | +12,109 | New |
| Creative Planning | 12,196 | $67.2K | 0.00% | +8+0.1% | Added |
| Vise Technologies, Inc. | 12,539 | $69.1K | 0.01% | +12,539 | New |
| Tower Research Capital LLC (TRC) | 12,603 | $69.4K | 0.00% | −46,936−78.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,704 | $70.0K | 0.00% | −74,898−85.5% | Reduced |
| Advisor Group Holdings, Inc. | 15,388 | $84.8K | 0.00% | −20,453−57.1% | Reduced |
| Headlands Technologies LLC | 15,508 | $85.4K | 0.02% | +15,508 | New |
| TownSquare Capital, LLC | 16,016 | $88.2K | 0.00% | +1,400+9.6% | Added |
| Davenport & Co LLC | 16,037 | $88.4K | 0.00% | +16,037 | New |
| Empower Advisory Group, LLC | 16,056 | $88.5K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 16,416 | $90.5K | 0.00% | +3,951+31.7% | Added |
| Russell Investments Group, Ltd. | 16,533 | $91.1K | 0.00% | +4,349+35.7% | Added |
| National Bank of Canada | 17,525 | $93.4K | 0.00% | −2,000−10.2% | Reduced |
| Grey Street Capital, LLC | 17,016 | $93.8K | 0.01% | +17,016 | New |
| HRT Financial LP | 17,388 | $95.0K | 0.00% | −219,064−92.6% | Reduced |
| Pinnacle Associates Ltd | 17,500 | $96.4K | 0.00% | −30,358−63.4% | Reduced |