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 2024
Institutional positions in Ericsson LM Telephone Co as of Dec 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
- 318
- +54 vs. Q3 2024
- Shares held
- 398.3M
- +86.6M (+27.8%) vs. Q3 2024
- Total value
- $3.21B
- +$1.07B (+50.1%) vs. Q3 2024
- New holders
- 81
- 123 more added
- Sold out
- 27
- 60 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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 2024
Shares, value and share of portfolio for each institution holding Ericsson LM Telephone Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| REAP Financial Group, LLC | 1 | $4 | 0.00% | +1 | New |
| Sachetta, LLC | 9 | $74 | 0.00% | +9 | New |
| GWM Advisors LLC | 10 | $81 | 0.00% | +10 | New |
| MAI Capital Management | 20 | $162 | 0.00% | +20 | New |
| Guardian Wealth Management, Inc. | 30 | $242 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 51 | $412 | 0.00% | −23−31.1% | Reduced |
| Lindbrook Capital, LLC | 53 | $427 | 0.00% | −26−32.9% | Reduced |
| Raffa Wealth Management, LLC | 55 | $443 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 57 | $459 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 60 | $484 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 65 | $524 | 0.00% | +65 | New |
| Signaturefd, LLC | 67 | $540 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 85 | $686 | 0.00% | +21+32.8% | Added |
| West Branch Capital LLC | 100 | $806 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 101 | $814 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 120 | $967 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 127 | $1.02K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 134 | $1.08K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 141 | $1.14K | 0.00% | +141 | New |
| Rocky Mountain Advisers, LLC | 150 | $1.21K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 160 | $1.29K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 165 | $1.33K | 0.00% | +116+236.7% | Added |
| Parkside Financial Bank & Trust | 213 | $1.72K | 0.00% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 250 | $2.02K | 0.00% | +250 | New |
| Cornerstone Planning Group LLC | 276 | $2.13K | 0.00% | +131+90.3% | Added |
| Mather Group, LLC. | 352 | $2.84K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 358 | $2.89K | 0.00% | +33+10.2% | Added |
| Venturi Wealth Management, LLC | 389 | $3.14K | 0.00% | +389 | New |
| IFP Advisors, Inc | 397 | $3.20K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 437 | $3.52K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 437 | $3.63K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 473 | $3.81K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 476 | $3.83K | 0.00% | +476 | New |
| Bessemer Group Inc | 524 | $4.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 524 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 527 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 503 | $4.05K | 0.00% | +503 | New |
| WealthCollab, LLC | 561 | $4.52K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 588 | $4.74K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 662 | $5.34K | 0.00% | +662 | New |
| Hallmark Capital Management Inc | 699 | $5.63K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 741 | $5.97K | 0.00% | +741 | New |
| Bell Investment Advisors, Inc | 776 | $6.25K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 809 | $6.52K | 0.00% | +809 | New |
| Bryn Mawr Trust Co | 893 | $7.20K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 910 | $7.33K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 972 | $7.83K | 0.00% | −348−26.4% | Reduced |
| Bank of Jackson Hole Trust | 1,000 | $8.06K | 0.01% | +1,000 | New |
| Huntington National Bank | 1,333 | $10.7K | 0.00% | +31+2.4% | Added |
| Moser Wealth Advisors, LLC | 1,500 | $12.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,507 | $12.2K | 0.00% | +766+103.4% | Added |
| Versant Capital Management, Inc | 1,556 | $12.5K | 0.00% | +1,556 | New |
| Caitong International Asset Management Co., Ltd | 1,572 | $12.7K | 0.01% | +1,572 | New |
| First Horizon Advisors, Inc. | 1,591 | $12.8K | 0.00% | +1,374+633.2% | Added |
| Vermillion Wealth Management, Inc. | 1,720 | $13.9K | 0.01% | +1,720 | New |
| Boyd Watterson Asset Management LLC | 1,767 | $14.2K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1,800 | $14.5K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,800 | $14.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,823 | $14.7K | 0.00% | +493+37.1% | Added |
| Central Trust Co | 1,900 | $15.3K | 0.00% | −97−4.9% | Reduced |
| Umb Bank N A | 2,000 | $16.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,906 | $16.7K | 0.00% | −423−18.2% | Reduced |
| Advisors Preferred, LLC | 2,105 | $17.0K | 0.00% | +2,105 | New |
| Rise Advisors, LLC | 2,179 | $17.6K | 0.01% | +25+1.2% | Added |
| Sound Income Strategies, LLC | 2,250 | $18.1K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,651 | $19.9K | 0.01% | +2,651 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,481 | $20.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,603 | $21.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 3,000 | $24.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,000 | $24.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,064 | $24.7K | 0.00% | −302−9.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 3,500 | $28.2K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 3,315 | $29.0K | 0.00% | +356+12.0% | Added |
| Armstrong Advisory Group, Inc | 4,232 | $34.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4,254 | $34.3K | 0.00% | +2,866+206.5% | Added |
| Federation des caisses Desjardins du Quebec | 4,291 | $34.6K | 0.00% | +106+2.5% | Added |
| Minot DeBlois Advisors LLC | 4,350 | $35.1K | 0.03% | +4,350 | New |
| GeoWealth Management, LLC | 4,422 | $35.6K | 0.00% | +4,422 | New |
| Financial Perspectives, Inc | 4,603 | $37.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4,993 | $40.3K | 0.00% | +2,840+131.9% | Added |
| Cromwell Holdings LLC | 5,946 | $47.9K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7,721 | $62.2K | 0.01% | +2,057+36.3% | Added |
| CWM, LLC | 8,689 | $70.0K | 0.00% | +277+3.3% | Added |
| Grove Bank & Trust | 8,967 | $72.3K | 0.01% | +360+4.2% | Added |
| SBI Securities Co., Ltd. | 9,514 | $76.7K | 0.00% | +9,514 | New |
| Foster Dykema Cabot & Partners, LLC | 9,791 | $78.9K | 0.01% | −815−7.7% | Reduced |
| Valeo Financial Advisors, LLC | 10,012 | $80.7K | 0.00% | +10,012 | New |
| Diametric Capital, LP | 10,513 | $84.7K | 0.06% | +10,513 | New |
| Burns Matteson Capital Management, LLC | 10,628 | $85.7K | 0.05% | +10,628 | New |
| Captrust Financial Advisors | 10,926 | $88.1K | 0.00% | −13,941−56.1% | Reduced |
| TD Waterhouse Canada Inc. | 10,953 | $88.3K | 0.00% | −10,940−50.0% | Reduced |
| M&T Bank Corp | 11,141 | $90.3K | 0.00% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 11,276 | $90.9K | 0.06% | +11,276 | New |
| Barclays PLC | 11,324 | $91.3K | 0.00% | +1,200+11.9% | Added |
| 626 Financial, LLC | 11,460 | $92.4K | 0.05% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 11,504 | $93.0K | 0.00% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 11,661 | $94.0K | 0.02% | +11,661 | New |
| Sage Rhino Capital LLC | 11,811 | $95.2K | 0.02% | +11,811 | New |
| LCM Capital Management Inc | 11,857 | $95.6K | 0.05% | +52+0.4% | Added |
| Leonteq Securities AG | 12,039 | $97.0K | 0.01% | −5,788−32.5% | Reduced |