Skip to main content

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, Q2 2024

Institutional positions in Ericsson LM Telephone Co as of Jun 30, 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
247
+12 vs. Q1 2024
Shares held
303.2M
+3.62M (+1.2%) vs. Q1 2024
Total value
$1.87B
+$220.2M (+13.3%) vs. Q1 2024
New holders
47
91 more added
Sold out
35
62 more reduced

3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 247 institutions
Q1 2021: 373 institutionsQ2 2021: 381 institutionsQ3 2021: 363 institutionsQ4 2021: 362 institutionsQ1 2022: 346 institutionsQ2 2022: 317 institutionsQ3 2022: 301 institutionsQ4 2022: 298 institutionsQ1 2023: 271 institutionsQ2 2023: 250 institutionsQ3 2023: 237 institutionsQ4 2023: 249 institutionsQ1 2024: 238 institutionsQ2 2024: 247 institutionsQ3 2024: 267 institutionsQ4 2024: 318 institutionsQ1 2025: 324 institutionsQ2 2025: 356 institutionsQ3 2025: 328 institutionsQ4 2025: 350 institutionsQ1 2026: 377 institutionsQ2 2026: 391 institutions
Value heldQ2 2024: $1.87B
Q1 2021: $3.67BQ2 2021: $3.59BQ3 2021: $3.28BQ4 2021: $2.77BQ1 2022: $2.48BQ2 2022: $2.08BQ3 2022: $1.52BQ4 2022: $1.55BQ1 2023: $1.48BQ2 2023: $1.38BQ3 2023: $1.33BQ4 2023: $1.68BQ1 2024: $1.65BQ2 2024: $1.87BQ3 2024: $2.14BQ4 2024: $3.21BQ1 2025: $3.11BQ2 2025: $3.26BQ3 2025: $2.61BQ4 2025: $3.10BQ1 2026: $3.55BQ2 2026: $3.53B
Institutions holding ERIC and their total value by quarter
QuarterHoldersValue
Q2 2026391$3.53B
Q1 2026377$3.55B
Q4 2025350$3.10B
Q3 2025328$2.61B
Q2 2025356$3.26B
Q1 2025324$3.11B
Q4 2024318$3.21B
Q3 2024267$2.14B
Q2 2024247$1.87B
Q1 2024238$1.65B
Q4 2023249$1.68B
Q3 2023237$1.33B
Q2 2023250$1.38B
Q1 2023271$1.48B
Q4 2022298$1.55B
Q3 2022301$1.52B
Q2 2022317$2.08B
Q1 2022346$2.48B
Q4 2021362$2.77B
Q3 2021363$3.28B
Q2 2021381$3.59B
Q1 2021373$3.67B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Ericsson LM Telephone Co; share changes are against Q1 2024.

Institutions holding ERIC in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Opal Wealth Advisors, LLC25$1550.00%00.0%Unchanged
Guardian Wealth Management, Inc.30$1850.00%00.0%Unchanged
Fifth Third Bancorp30$1850.00%+30New
True Wealth Design, LLC40$2470.00%+40New
Parallel Advisors, LLC49$3020.00%+35+250.0%Added
Mendota Financial Group, LLC51$3150.00%+51New
Raffa Wealth Management, LLC55$3390.00%00.0%Unchanged
North Star Investment Management Corp.57$3520.00%00.0%Unchanged
Key Financial Inc60$3700.00%−2,500−97.7%Reduced
Natixis61$3760.00%−1−1.6%Reduced
Lindbrook Capital, LLC79$4870.00%−117−59.7%Reduced
Family Firm, Inc.86$5310.00%+86New
West Branch Capital LLC100$6170.00%00.0%Unchanged
Estabrook Capital Management120$7400.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc134$8260.00%00.0%Unchanged
Rocky Mountain Advisers, LLC150$9260.00%−105−41.2%Reduced
Gradient Investments LLC150$9260.00%+150New
Cornerstone Planning Group LLC145$9470.00%+145New
Delta Asset Management LLC160$9870.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC300$1.00K0.00%00.0%Unchanged
Addison Advisors LLC202$1.25K0.00%00.0%Unchanged
Parkside Financial Bank & Trust213$1.31K0.00%00.0%Unchanged
TD Private Client Wealth LLC248$1.53K0.00%+248New
First Horizon Advisors, Inc.251$1.55K0.00%00.0%Unchanged
Bessemer Group Inc250$2.00K0.00%00.0%Unchanged
Spire Wealth Management367$2.26K0.00%+226+160.3%Added
IFP Advisors, Inc397$2.45K0.00%00.0%Unchanged
Zions Bancorporation, N.A.409$2.52K0.00%+409New
Quadrant Capital Group LLC429$2.65K0.00%00.0%Unchanged
NBT Bank N A437$2.70K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC437$2.80K0.00%+116+36.1%Added
CVA Family Office, LLC473$2.92K0.00%00.0%Unchanged
GW&K Investment Management, LLC524$3.00K0.00%+159+43.6%Added
FinTrust Capital Advisors, LLC537$3.31K0.00%00.0%Unchanged
Larson Financial Group LLC561$3.46K0.00%+561New
WealthCollab, LLC561$3.46K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC633$3.91K0.00%+390+160.5%Added
Farther Finance Advisors, LLC642$4.02K0.00%+634+7,925.0%Added
Assetmark, Inc674$4.16K0.00%+674New
Newbridge Financial Services Group, Inc.729$4.50K0.00%00.0%Unchanged
Bell Investment Advisors, Inc776$4.79K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC813$5.02K0.00%−1,460−64.2%Reduced
JFS Wealth Advisors, LLC859$5.30K0.00%−369−30.0%Reduced
South State Corp.910$5.62K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,098$6.77K0.00%−822−42.8%Reduced
Huntington National Bank1,302$8.03K0.00%00.0%Unchanged
Hexagon Capital Partners LLC1,740$10.7K0.00%+949+120.0%Added
Chesapeake Asset Management LLC1,800$11.1K0.01%00.0%Unchanged
WR Wealth Planners, LLC1,800$11.1K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC1,806$11.1K0.00%00.0%Unchanged
Central Trust Co1,900$11.7K0.00%00.0%Unchanged
Umb Bank N A2,000$12.3K0.00%+2,000New
Principal Securities, Inc.2,062$12.7K0.00%+1,140+123.6%Added
Rise Advisors, LLC2,154$13.3K0.01%+41+1.9%Added
Sound Income Strategies, LLC2,250$13.9K0.00%00.0%Unchanged
Proequities, Inc.2,357$14.5K0.00%00.0%Unchanged
Wolff Wiese Magana LLC2,603$16.1K0.01%00.0%Unchanged
Rothschild Investment LLC2,725$16.8K0.00%+1,018+59.6%Added
Geneos Wealth Management Inc.3,000$18.5K0.00%00.0%Unchanged
Credit Agricole S A3,000$18.5K0.00%00.0%Unchanged
Allworth Financial LP2,916$19.2K0.00%+154+5.6%Added
Mark Sheptoff Financial Planning, LLC3,500$21.6K0.01%00.0%Unchanged
Federation des caisses Desjardins du Quebec4,185$25.8K0.00%−925−18.1%Reduced
Armstrong Advisory Group, Inc4,232$26.1K0.00%00.0%Unchanged
Financial Perspectives, Inc4,603$28.4K0.01%00.0%Unchanged
Global Retirement Partners, LLC4,619$28.5K0.00%+761+19.7%Added
Camelot Portfolios, LLC5,000$30.9K0.02%+5,000New
GAMMA Investing LLC5,464$33.7K0.00%+3,101+131.2%Added
Cromwell Holdings LLC5,946$36.7K0.02%+5,946New
NBC Securities, Inc.6,274$38.0K0.00%−4,470−41.6%Reduced
Jones Financial Companies LLLP6,313$39.0K0.00%+6,313New
Bokf, NA6,656$41.1K0.00%+6,656New
CWM, LLC7,279$45.0K0.00%+1,475+25.4%Added
Grove Bank & Trust7,309$45.1K0.01%−217−2.9%Reduced
EverSource Wealth Advisors, LLC7,291$50.2K0.00%+301+4.3%Added
Allspring Global Investments Holdings, LLC9,029$55.7K0.00%+2,458+37.4%Added
Tower Research Capital LLC (TRC)9,068$56.0K0.00%−3,535−28.0%Reduced
Redwood Wealth Management Group, LLC10,181$62.8K0.05%+10,181New
Barclays PLC10,214$63.0K0.00%+10,149+15,613.8%Added
Raymond James Financial Services Advisors, Inc.10,464$64.6K0.00%−2,240−17.6%Reduced
Wedbush Securities Inc10,528$65.0K0.00%+10,528New
Integrated Wealth Concepts LLC10,610$65.5K0.00%+533+5.3%Added
Glenmede Trust Co NA10,689$66.0K0.00%+10,689New
Sanctuary Advisors, LLC13,132$68.0K0.00%+13,132New
Atria Investments LLC11,161$68.9K0.00%+11,161New
LCM Capital Management Inc11,344$70.0K0.04%+435+4.0%Added
626 Financial, LLC11,460$70.7K0.04%00.0%Unchanged
Reynders McVeigh Capital Management, LLC11,504$71.0K0.00%00.0%Unchanged
Schechter Investment Advisors, LLC11,691$72.1K0.01%+551+4.9%Added
Two Sigma Advisers, LP11,700$72.2K0.00%+11,700New
Avantax Advisory Services, Inc.11,939$73.7K0.00%+11,939New
Williams & Novak, LLC12,300$75.9K0.07%+12,300New
RSM US Wealth Management LLC12,608$78.5K0.00%+12,608New
Checchi Capital Advisers, LLC13,227$81.6K0.01%+13,227New
Dynamic Advisor Solutions LLC14,133$87.2K0.00%+2,024+16.7%Added
Creative Planning14,638$90.3K0.00%+2,442+20.0%Added
Ronald Blue Trust, Inc.16,624$91.6K0.00%+11,791+244.0%Added
Lake Street Advisors Group, LLC15,341$94.7K0.00%+5,047+49.0%Added
Aprio Wealth Management, LLC15,397$95.0K0.02%−2,150−12.3%Reduced
Pitcairn Co15,527$95.8K0.01%+15,527New