Erie Indemnity Co
ERIE- Exchange
- Nasdaq
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0000922621
No open-market purchases or sales by Erie Indemnity Co insiders were filed in the last 90 days; 441 institutions reported holding it in 13F filings for Q2 2026, worth $5.01B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Erie Indemnity Co as of Dec 31, 2022. 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
- 286
- +41 vs. Q3 2022
- Shares held
- 16.8M
- +86.4K (+0.5%) vs. Q3 2022
- Total value
- $4.09B
- +$430.2M (+11.8%) vs. Q3 2022
- New holders
- 54
- 117 more added
- Sold out
- 13
- 77 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ERIE 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 | 441 | $5.01B |
| Q1 2026 | 403 | $5.02B |
| Q4 2025 | 423 | $5.97B |
| Q3 2025 | 420 | $6.56B |
| Q2 2025 | 412 | $7.03B |
| Q1 2025 | 414 | $8.32B |
| Q4 2024 | 398 | $7.12B |
| Q3 2024 | 371 | $9.05B |
| Q2 2024 | 310 | $6.06B |
| Q1 2024 | 317 | $6.77B |
| Q4 2023 | 298 | $5.60B |
| Q3 2023 | 303 | $4.97B |
| Q2 2023 | 279 | $3.36B |
| Q1 2023 | 269 | $11.6B |
| Q4 2022 | 286 | $4.09B |
| Q3 2022 | 248 | $3.67B |
| Q2 2022 | 239 | $3.16B |
| Q1 2022 | 249 | $2.93B |
| Q4 2021 | 247 | $3.28B |
| Q3 2021 | 226 | $3.01B |
| Q2 2021 | 215 | $3.26B |
| Q1 2021 | 230 | $3.73B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 160 | $40 | 0.00% | +160 | New |
| Meeder Asset Management Inc | 1 | $249 | 0.00% | −411−99.8% | Reduced |
| Earnest Partners LLC | 2 | $497 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $497 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3 | $746 | 0.00% | +1+50.0% | Added |
| Denali Advisors LLC | 4 | $995 | 0.00% | −23−85.2% | Reduced |
| Zions Bancorporation, N.A. | 4 | $995 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4 | $995 | 0.00% | +2+100.0% | Added |
| Baker Avenue Asset Management, LP | 4 | $995 | 0.00% | +4 | New |
| Rockefeller Capital Management L.P. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3 | $1.00K | 0.00% | +3 | New |
| Quent Capital, LLC | 5 | $1.26K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 249 | $1.41K | 0.01% | +249 | New |
| Bell Investment Advisors, Inc | 6 | $1.49K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 63 | $1.81K | 0.00% | +63 | New |
| Umb Bank N A | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $2.24K | 0.00% | +1+12.5% | Added |
| Harbour Investments, Inc. | 9 | $2.24K | 0.00% | +9 | New |
| AdvisorNet Financial, Inc | 9 | $2.24K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 12 | $2.98K | 0.00% | +7+140.0% | Added |
| Steward Financial Group LLC | 16 | $3.00K | 0.00% | +16 | New |
| First Horizon Advisors, Inc. | 13 | $3.23K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 18 | $4.00K | 0.00% | +18 | New |
| Prestige Wealth Management Group LLC | 17 | $4.23K | 0.00% | +13+325.0% | Added |
| Versant Capital Management, Inc | 23 | $5.72K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 24 | $5.97K | 0.00% | +24 | New |
| IFP Advisors, Inc | 26 | $6.00K | 0.00% | −105−80.2% | Reduced |
| Dark Forest Capital Management LP | 25 | $6.22K | 0.00% | +25 | New |
| Schubert & Co | 30 | $7.46K | 0.01% | +2+7.1% | Added |
| Northwest Investment Counselors, LLC | 33 | $8.21K | 0.00% | +33 | New |
| Larson Financial Group LLC | 36 | $8.95K | 0.00% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 43 | $10.7K | 0.01% | +43 | New |
| Covestor Ltd | 49 | $12.0K | 0.01% | −24−32.9% | Reduced |
| Whittier Trust Co | 50 | $12.4K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 51 | $12.7K | 0.00% | +51 | New |
| JFS Wealth Advisors, LLC | 68 | $16.9K | 0.00% | +1+1.5% | Added |
| Allworth Financial LP | 88 | $21.9K | 0.00% | +4+4.8% | Added |
| National Bank of Canada | 92 | $22.9K | 0.00% | +4+4.5% | Added |
| Quadrant Capital Group LLC | 212 | $52.7K | 0.01% | +6+2.9% | Added |
| Signaturefd, LLC | 216 | $53.7K | 0.00% | −18−7.7% | Reduced |
| Ossiam | 226 | $56.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 234 | $58.2K | 0.02% | +234 | New |
| JJJ Advisors Inc. | 239 | $59.4K | 0.02% | +4+1.7% | Added |
| Gladius Capital Management LP | 257 | $63.9K | 0.02% | −11−4.1% | Reduced |
| American International Group, Inc. | 351 | $87.3K | 0.00% | −8−2.2% | Reduced |
| Banque Cantonale Vaudoise | 400 | $100.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 456 | $113.4K | 0.00% | +3+0.7% | Added |
| US Bancorp | 522 | $129.8K | 0.00% | +42+8.8% | Added |
| Ci Investments Inc. | 664 | $165.0K | 0.00% | −393−37.2% | Reduced |
| CNB Bank | 672 | $167.1K | 0.10% | −50−6.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 692 | $172.1K | 0.00% | +145+26.5% | Added |
| Trexquant Investment LP | 806 | $200.5K | 0.01% | +806 | New |
| M&T Bank Corp | 814 | $202.5K | 0.00% | +814 | New |
| PEAK6 Investments LLC | 830 | $206.4K | 0.01% | +830 | New |
| Cerity Partners LLC | 867 | $215.6K | 0.00% | +867 | New |
| Wellington Shields & Co., LLC | 872 | $216.9K | 0.05% | +872 | New |
| Veriti Management LLC | 872 | $216.9K | 0.03% | +872 | New |
| Raymond James Financial Services Advisors, Inc. | 927 | $230.6K | 0.00% | +17+1.9% | Added |
| Virtu Financial LLC | 939 | $233.0K | 0.03% | +939 | New |
| Central Trust Co | 937 | $233.1K | 0.01% | +937 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 938 | $233.3K | 0.00% | −699−42.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,000 | $248.7K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,004 | $249.7K | 0.01% | +1,004 | New |
| Simplex Trading, LLC | 1,013 | $251.0K | 0.01% | +994+5,231.6% | Added |
| Baird Financial Group, Inc. | 1,015 | $252.0K | 0.00% | +11+1.1% | Added |
| Shell Asset Management Co | 1,026 | $255.0K | 0.01% | −66−6.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,080 | $268.6K | 0.09% | −280−20.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,088 | $271.0K | 0.01% | +896+466.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,132 | $282.0K | 0.01% | +1,132 | New |
| CIBC Asset Management Inc | 1,166 | $290.0K | 0.00% | −1,841−61.2% | Reduced |
| AIA Group Ltd | 1,167 | $290.3K | 0.02% | +1,167 | New |
| Wolverine Trading, LLC | 1,195 | $297.0K | 0.01% | +1,195 | New |
| Two Sigma Advisers, LP | 1,200 | $298.5K | 0.00% | −2,800−70.0% | Reduced |
| MetLife Investment Management | 1,257 | $312.6K | 0.00% | −28−2.2% | Reduced |
| Stifel Financial Corp | 1,326 | $329.8K | 0.00% | +421+46.5% | Added |
| TriaGen Wealth Management LLC | 1,337 | $332.5K | 0.18% | +12+0.9% | Added |
| Utah Retirement Systems | 1,346 | $334.8K | 0.01% | +46+3.5% | Added |
| Daiwa Securities Group Inc. | 1,419 | $353.0K | 0.00% | 00.0% | Unchanged |
| State of Michigan Retirement System | 1,432 | $356.2K | 0.00% | +100+7.5% | Added |
| Formidable Asset Management, LLC | 1,477 | $367.0K | 0.08% | −1,500−50.4% | Reduced |
| Capula Management Ltd | 1,476 | $367.1K | 0.04% | +1,476 | New |
| Ade, LLC | 1,488 | $370.1K | 0.28% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 1,533 | $381.3K | 0.04% | +1,533 | New |
| Point72 Middle East FZE | 1,550 | $385.5K | 0.03% | +1,550 | New |
| Neuberger Berman Group LLC | 1,568 | $390.0K | 0.00% | +170+12.2% | Added |
| Forsta Ap-Fonden | 1,600 | $398.0K | 0.00% | +600+60.0% | Added |
| LPL Financial LLC | 1,615 | $401.7K | 0.00% | +18+1.1% | Added |
| Alaska Permanent Fund Corp | 1,622 | $403.0K | 0.01% | −415−20.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 1,654 | $411.4K | 0.09% | +1,654 | New |
| FMR LLC | 1,664 | $413.9K | 0.00% | +1+0.1% | Added |
| Captrust Financial Advisors | 1,672 | $415.9K | 0.00% | +15+0.9% | Added |
| Commonwealth Equity Services, LLC | 1,684 | $419.0K | 0.00% | +301+21.8% | Added |
| Nisa Investment Advisors, LLC | 1,734 | $431.0K | 0.00% | −500−22.4% | Reduced |
| Advisors Asset Management, Inc. | 1,735 | $431.5K | 0.01% | +349+25.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,780 | $442.7K | 0.07% | +1,780 | New |
| Alpine Global Management, LLC | 1,786 | $444.0K | 0.15% | +1,786 | New |
| Quantbot Technologies LP | 1,818 | $452.2K | 0.03% | +86+5.0% | Added |
| AE Wealth Management LLC | 1,901 | $472.9K | 0.00% | +7+0.4% | Added |