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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 14,340 | $115.6K | 0.00% | −1,867−11.5% | Reduced |
| Callan Family Office, LLC | 14,316 | $115.4K | 0.01% | +14,316 | New |
| Wiley Bros.-Aintree Capital, LLC | 13,724 | $114.2K | 0.00% | +13,724 | New |
| Glenmede Trust Co NA | 14,169 | $114.2K | 0.00% | −823−5.5% | Reduced |
| GAMMA Investing LLC | 14,082 | $113.5K | 0.01% | +3,548+33.7% | Added |
| Retirement Solution Inc. | 14,057 | $113.3K | 0.03% | +14,057 | New |
| Ieq Capital, LLC | 13,941 | $112.4K | 0.00% | +1,021+7.9% | Added |
| Marks Group Wealth Management, Inc | 13,732 | $110.7K | 0.01% | +13,732 | New |
| Harbour Investments, Inc. | 13,511 | $108.9K | 0.00% | −4,206−23.7% | Reduced |
| CBOE Vest Financial, LLC | 13,464 | $108.5K | 0.00% | +3,248+31.8% | Added |
| International Private Wealth Advisors LLC | 13,364 | $107.7K | 0.11% | +13,364 | New |
| Merit Financial Group, LLC | 13,287 | $107.1K | 0.00% | +13,287 | New |
| We Are One Seven, LLC | 13,236 | $106.7K | 0.00% | +13,236 | New |
| Wealth Enhancement Advisory Services, LLC | 13,014 | $104.9K | 0.00% | +13,014 | New |
| Jones Financial Companies LLLP | 12,924 | $104.2K | 0.00% | +2,436+23.2% | Added |
| Kestra Advisory Services, LLC | 12,769 | $102.9K | 0.00% | +12,769 | New |
| Fulton Bank, N.A. | 12,657 | $102.0K | 0.00% | +12,657 | New |
| ICONIQ Capital, LLC | 12,287 | $99.0K | 0.00% | +1,673+15.8% | Added |
| Leonteq Securities AG | 12,039 | $97.0K | 0.01% | −5,788−32.5% | Reduced |
| LCM Capital Management Inc | 11,857 | $95.6K | 0.05% | +52+0.4% | Added |
| Sage Rhino Capital LLC | 11,811 | $95.2K | 0.02% | +11,811 | New |
| Alliance Wealth Advisors, LLC | 11,661 | $94.0K | 0.02% | +11,661 | New |
| Reynders McVeigh Capital Management, LLC | 11,504 | $93.0K | 0.00% | 00.0% | Unchanged |
| 626 Financial, LLC | 11,460 | $92.4K | 0.05% | 00.0% | Unchanged |
| Barclays PLC | 11,324 | $91.3K | 0.00% | +1,200+11.9% | Added |
| Endowment Wealth Management, Inc. | 11,276 | $90.9K | 0.06% | +11,276 | New |
| M&T Bank Corp | 11,141 | $90.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 10,953 | $88.3K | 0.00% | −10,940−50.0% | Reduced |
| Captrust Financial Advisors | 10,926 | $88.1K | 0.00% | −13,941−56.1% | Reduced |
| Burns Matteson Capital Management, LLC | 10,628 | $85.7K | 0.05% | +10,628 | New |
| Diametric Capital, LP | 10,513 | $84.7K | 0.06% | +10,513 | New |
| Valeo Financial Advisors, LLC | 10,012 | $80.7K | 0.00% | +10,012 | New |
| Foster Dykema Cabot & Partners, LLC | 9,791 | $78.9K | 0.01% | −815−7.7% | Reduced |
| SBI Securities Co., Ltd. | 9,514 | $76.7K | 0.00% | +9,514 | New |
| Grove Bank & Trust | 8,967 | $72.3K | 0.01% | +360+4.2% | Added |
| CWM, LLC | 8,689 | $70.0K | 0.00% | +277+3.3% | Added |
| Hexagon Capital Partners LLC | 7,721 | $62.2K | 0.01% | +2,057+36.3% | Added |
| Cromwell Holdings LLC | 5,946 | $47.9K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4,993 | $40.3K | 0.00% | +2,840+131.9% | Added |
| Financial Perspectives, Inc | 4,603 | $37.1K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,422 | $35.6K | 0.00% | +4,422 | New |
| Minot DeBlois Advisors LLC | 4,350 | $35.1K | 0.03% | +4,350 | New |
| Federation des caisses Desjardins du Quebec | 4,291 | $34.6K | 0.00% | +106+2.5% | Added |
| Private Trust Co NA | 4,254 | $34.3K | 0.00% | +2,866+206.5% | Added |
| Armstrong Advisory Group, Inc | 4,232 | $34.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,315 | $29.0K | 0.00% | +356+12.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 3,500 | $28.2K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,064 | $24.7K | 0.00% | −302−9.0% | Reduced |
| 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 |
| Wolff Wiese Magana LLC | 2,603 | $21.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,481 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,651 | $19.9K | 0.01% | +2,651 | New |
| Sound Income Strategies, LLC | 2,250 | $18.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,179 | $17.6K | 0.01% | +25+1.2% | Added |
| Advisors Preferred, LLC | 2,105 | $17.0K | 0.00% | +2,105 | New |
| Proequities, Inc. | 1,906 | $16.7K | 0.00% | −423−18.2% | Reduced |
| Umb Bank N A | 2,000 | $16.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,900 | $15.3K | 0.00% | −97−4.9% | Reduced |
| JFS Wealth Advisors, LLC | 1,823 | $14.7K | 0.00% | +493+37.1% | Added |
| 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 |
| Boyd Watterson Asset Management LLC | 1,767 | $14.2K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,720 | $13.9K | 0.01% | +1,720 | New |
| First Horizon Advisors, Inc. | 1,591 | $12.8K | 0.00% | +1,374+633.2% | Added |
| Caitong International Asset Management Co., Ltd | 1,572 | $12.7K | 0.01% | +1,572 | New |
| Versant Capital Management, Inc | 1,556 | $12.5K | 0.00% | +1,556 | New |
| Farther Finance Advisors, LLC | 1,507 | $12.2K | 0.00% | +766+103.4% | Added |
| Moser Wealth Advisors, LLC | 1,500 | $12.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,333 | $10.7K | 0.00% | +31+2.4% | Added |
| Bank of Jackson Hole Trust | 1,000 | $8.06K | 0.01% | +1,000 | New |
| Steward Partners Investment Advisory, LLC | 972 | $7.83K | 0.00% | −348−26.4% | Reduced |
| South State Corp. | 910 | $7.33K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 893 | $7.20K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 809 | $6.52K | 0.00% | +809 | New |
| Bell Investment Advisors, Inc | 776 | $6.25K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 741 | $5.97K | 0.00% | +741 | New |
| Hallmark Capital Management Inc | 699 | $5.63K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 662 | $5.34K | 0.00% | +662 | New |
| Quadrant Capital Group LLC | 588 | $4.74K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 561 | $4.52K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 503 | $4.05K | 0.00% | +503 | 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 |
| ORG Wealth Partners, LLC | 476 | $3.83K | 0.00% | +476 | New |
| CVA Family Office, LLC | 473 | $3.81K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 437 | $3.63K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 437 | $3.52K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 397 | $3.20K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 389 | $3.14K | 0.00% | +389 | New |
| Spire Wealth Management | 358 | $2.89K | 0.00% | +33+10.2% | Added |
| Mather Group, LLC. | 352 | $2.84K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 276 | $2.13K | 0.00% | +131+90.3% | Added |
| Measured Risk Portfolios, Inc. | 250 | $2.02K | 0.00% | +250 | New |
| Parkside Financial Bank & Trust | 213 | $1.72K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 165 | $1.33K | 0.00% | +116+236.7% | Added |
| Delta Asset Management LLC | 160 | $1.29K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 150 | $1.21K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 141 | $1.14K | 0.00% | +141 | New |