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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 43,014 | $237.0K | 0.00% | −100.0% | Reduced |
| The PNC Financial Services Group, Inc. | 42,755 | $235.6K | 0.00% | +3,119+7.9% | Added |
| Cubist Systematic Strategies, LLC | 41,081 | $226.4K | 0.00% | +6,309+18.1% | Added |
| Dorsey & Whitney Trust CO LLC | 40,523 | $223.3K | 0.02% | +382+1.0% | Added |
| Credit Suisse AG | 39,505 | $217.7K | 0.00% | −94,136−70.4% | Reduced |
| Vident Advisory, LLC | 37,947 | $209.1K | 0.00% | −45,454−54.5% | Reduced |
| Ameriprise Financial Inc | 37,182 | $204.9K | 0.00% | −1,305−3.4% | Reduced |
| Intrust Bank NA | 36,462 | $200.9K | 0.02% | +634+1.8% | Added |
| Callan Capital, LLC | 35,594 | $196.1K | 0.02% | +35,594 | New |
| D.A. Davidson & Co. | 33,000 | $181.8K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 32,528 | $179.2K | 0.01% | −4,356−11.8% | Reduced |
| Cetera Trust Company, N.A | 31,125 | $171.5K | 0.10% | +12,275+65.1% | Added |
| BNP Paribas | 30,000 | $165.3K | 0.01% | +30,000 | New |
| Leonteq Securities AG | 28,618 | $157.7K | 0.02% | +3,242+12.8% | Added |
| Pacer Advisors, Inc. | 28,338 | $156.1K | 0.00% | −1,056−3.6% | Reduced |
| HighTower Advisors, LLC | 28,257 | $154.0K | 0.00% | +346+1.2% | Added |
| US Bancorp | 26,701 | $147.1K | 0.00% | −9,395−26.0% | Reduced |
| Bank of Montreal | 26,664 | $146.9K | 0.00% | −250,180−90.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 26,409 | $145.5K | 0.03% | +26,409 | New |
| First Affirmative Financial Network | 26,354 | $145.2K | 0.11% | +2,268+9.4% | Added |
| Brinker Capital Investments, LLC | 26,285 | $144.8K | 0.00% | −1,312−4.8% | Reduced |
| Orion Portfolio Solutions, LLC | 26,285 | $144.8K | 0.00% | −1,312−4.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,452 | $135.0K | 0.00% | +759+3.2% | Added |
| Eqis Capital Management, Inc. | 23,901 | $131.7K | 0.01% | −1,576−6.2% | Reduced |
| Toroso Investments, LLC | 23,439 | $129.1K | 0.00% | +11,850+102.3% | Added |
| GTS Securities LLC | 23,163 | $127.6K | 0.00% | −131,629−85.0% | Reduced |
| Nilsine Partners, LLC | 22,806 | $125.7K | 0.02% | −920−3.9% | Reduced |
| TD Waterhouse Canada Inc. | 22,133 | $120.3K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 20,398 | $112.4K | 0.02% | +20,398 | New |
| Ruedi Wealth Management, Inc. | 19,157 | $105.6K | 0.04% | 00.0% | Unchanged |
| RFG Advisory, LLC | 18,594 | $102.5K | 0.00% | −1,000−5.1% | Reduced |
| Five Oceans Advisors | 18,478 | $101.8K | 0.05% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 18,299 | $100.8K | 0.00% | −5,779−24.0% | Reduced |
| Franklin Resources Inc | 18,251 | $100.6K | 0.00% | +6,213+51.6% | Added |
| Hedges Asset Management LLC | 18,000 | $99.2K | 0.07% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 17,819 | $98.2K | 0.00% | +2,823+18.8% | Added |
| Harbour Investments, Inc. | 17,671 | $97.4K | 0.00% | −20.0% | Reduced |
| Aprio Wealth Management, LLC | 17,547 | $96.7K | 0.02% | +2,609+17.5% | Added |
| Pinnacle Associates Ltd | 17,500 | $96.4K | 0.00% | −30,358−63.4% | Reduced |
| HRT Financial LP | 17,388 | $95.0K | 0.00% | −219,064−92.6% | Reduced |
| Grey Street Capital, LLC | 17,016 | $93.8K | 0.01% | +17,016 | New |
| National Bank of Canada | 17,525 | $93.4K | 0.00% | −2,000−10.2% | Reduced |
| Russell Investments Group, Ltd. | 16,533 | $91.1K | 0.00% | +4,349+35.7% | Added |
| Captrust Financial Advisors | 16,416 | $90.5K | 0.00% | +3,951+31.7% | Added |
| Empower Advisory Group, LLC | 16,056 | $88.5K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 16,037 | $88.4K | 0.00% | +16,037 | New |
| TownSquare Capital, LLC | 16,016 | $88.2K | 0.00% | +1,400+9.6% | Added |
| Headlands Technologies LLC | 15,508 | $85.4K | 0.02% | +15,508 | New |
| Advisor Group Holdings, Inc. | 15,388 | $84.8K | 0.00% | −20,453−57.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,704 | $70.0K | 0.00% | −74,898−85.5% | Reduced |
| Tower Research Capital LLC (TRC) | 12,603 | $69.4K | 0.00% | −46,936−78.8% | Reduced |
| Vise Technologies, Inc. | 12,539 | $69.1K | 0.01% | +12,539 | New |
| Creative Planning | 12,196 | $67.2K | 0.00% | +8+0.1% | Added |
| Dynamic Advisor Solutions LLC | 12,109 | $66.7K | 0.00% | +12,109 | New |
| Seeds Investor LLC | 11,741 | $64.7K | 0.06% | −15,945−57.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 11,504 | $64.0K | 0.00% | 00.0% | Unchanged |
| 626 Financial, LLC | 11,460 | $63.1K | 0.04% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 11,145 | $61.4K | 0.01% | −7,614−40.6% | Reduced |
| Schechter Investment Advisors, LLC | 11,140 | $61.4K | 0.00% | −1,559−12.3% | Reduced |
| LCM Capital Management Inc | 10,909 | $60.1K | 0.04% | +340+3.2% | Added |
| NBC Securities, Inc. | 10,744 | $59.0K | 0.01% | +7,744+258.1% | Added |
| Lake Street Advisors Group, LLC | 10,294 | $56.7K | 0.00% | −41−0.4% | Reduced |
| Integrated Wealth Concepts LLC | 10,077 | $55.5K | 0.00% | −938−8.5% | Reduced |
| Grove Bank & Trust | 7,526 | $41.5K | 0.01% | +121+1.6% | Added |
| Allspring Global Investments Holdings, LLC | 6,571 | $36.2K | 0.00% | +6,571 | New |
| EverSource Wealth Advisors, LLC | 6,990 | $35.1K | 0.00% | −75−1.1% | Reduced |
| Walleye Trading LLC | 6,105 | $33.6K | 0.00% | +6,105 | New |
| CWM, LLC | 5,804 | $32.0K | 0.00% | +1,334+29.8% | Added |
| Federation des caisses Desjardins du Quebec | 5,110 | $28.2K | 0.00% | −3,120−37.9% | Reduced |
| Armstrong Advisory Group, Inc | 4,232 | $26.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,833 | $26.6K | 0.00% | −2,950−37.9% | Reduced |
| Financial Perspectives, Inc | 4,603 | $25.4K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,858 | $21.3K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 3,500 | $19.3K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 3,075 | $16.9K | 0.02% | −208−6.3% | Reduced |
| Geneos Wealth Management Inc. | 3,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,762 | $15.2K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 3,000 | $15.2K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,603 | $14.3K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 2,560 | $14.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,363 | $13.0K | 0.00% | +1,184+100.4% | Added |
| Proequities, Inc. | 2,357 | $13.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,273 | $12.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,250 | $12.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,113 | $11.6K | 0.01% | +2,113 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,920 | $10.6K | 0.00% | +1,706+797.2% | Added |
| Central Trust Co | 1,900 | $10.5K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,806 | $9.95K | 0.00% | 00.0% | Unchanged |
| 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 |
| Rothschild Investment LLC | 1,707 | $9.41K | 0.00% | −1,755−50.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,671 | $9.00K | 0.00% | +1,671 | New |
| Huntington National Bank | 1,302 | $7.17K | 0.00% | −250−16.1% | Reduced |
| JFS Wealth Advisors, LLC | 1,228 | $6.77K | 0.00% | +369+43.0% | Added |
| Principal Securities, Inc. | 922 | $5.08K | 0.00% | +39+4.4% | Added |
| South State Corp. | 910 | $5.01K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 861 | $4.74K | 0.00% | +861 | New |
| Bruce G. Allen Investments, LLC | 837 | $4.61K | 0.00% | +837 | New |
| Hexagon Capital Partners LLC | 791 | $4.36K | 0.00% | +493+165.4% | Added |
| Bell Investment Advisors, Inc | 776 | $4.28K | 0.00% | −107−12.1% | Reduced |