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, Q1 2023
Institutional positions in Erie Indemnity Co as of Mar 31, 2023. 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
- 269
- −15 vs. Q4 2022
- Shares held
- 50.2M
- +33.3M (+197.9%) vs. Q4 2022
- Total value
- $11.6B
- +$7.53B (+184.2%) vs. Q4 2022
- New holders
- 29
- 93 more added
- Sold out
- 44
- 95 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 232 | $3 | 0.00% | −17−6.8% | Reduced |
| Tfo-TDC, LLC | 1 | $232 | 0.00% | −62−98.4% | Reduced |
| Earnest Partners LLC | 2 | $463 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $464 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3 | $683 | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 3 | $695 | 0.00% | −6−66.7% | Reduced |
| TCI Wealth Advisors, Inc. | 3 | $695 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $695 | 0.00% | +3 | New |
| Baker Avenue Asset Management, LP | 4 | $927 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4 | $927 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Quent Capital, LLC | 5 | $1.18K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 6 | $1.39K | 0.00% | −7−53.8% | Reduced |
| SJS Investment Consulting Inc. | 7 | $1.62K | 0.00% | −5−41.7% | Reduced |
| Disciplined Investments, LLC | 7 | $1.62K | 0.00% | −2−22.2% | Reduced |
| Kozak & Associates, Inc. | 9 | $2.09K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 10 | $2.32K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $2.32K | 0.00% | +4+66.7% | Added |
| Lindbrook Capital, LLC | 10 | $2.32K | 0.00% | +6+150.0% | Added |
| Loomis Sayles & Co L P | 15 | $3.00K | 0.00% | +15 | New |
| Versant Capital Management, Inc | 23 | $5.32K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 24 | $5.56K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 27 | $6.25K | 0.01% | −3−10.0% | Reduced |
| Steward Financial Group LLC | 32 | $7.00K | 0.00% | +16+100.0% | Added |
| Desjardins Global Asset Management Inc. | 29 | $7.00K | 0.00% | +29 | New |
| Northwest Investment Counselors, LLC | 33 | $7.64K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 36 | $8.34K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $8.57K | 0.00% | +20+117.6% | Added |
| Covestor Ltd | 45 | $10.0K | 0.01% | −4−8.2% | Reduced |
| Belpointe Asset Management LLC | 46 | $10.7K | 0.00% | −5−9.8% | Reduced |
| Whittier Trust Co | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 64 | $14.8K | 0.00% | +64 | New |
| JFS Wealth Advisors, LLC | 66 | $15.3K | 0.00% | −2−2.9% | Reduced |
| Leonteq Securities AG | 70 | $16.2K | 0.00% | +70 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 77 | $18.0K | 0.00% | +59+327.8% | Added |
| Allworth Financial LP | 86 | $19.9K | 0.00% | −2−2.3% | Reduced |
| National Bank of Canada | 90 | $20.8K | 0.00% | −2−2.2% | Reduced |
| Machina Capital S.A.S. | 127 | $29.4K | 0.03% | +127 | New |
| GWM Advisors LLC | 160 | $37.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 224 | $51.9K | 0.01% | +12+5.7% | Added |
| JJJ Advisors Inc. | 247 | $57.2K | 0.02% | +8+3.3% | Added |
| Signaturefd, LLC | 255 | $59.1K | 0.00% | +39+18.1% | Added |
| Gladius Capital Management LP | 280 | $64.9K | 0.02% | +23+8.9% | Added |
| Ossiam | 301 | $69.7K | 0.00% | +75+33.2% | Added |
| Tower Research Capital LLC (TRC) | 314 | $73.0K | 0.00% | −774−71.1% | Reduced |
| Central Trust Co | 325 | $75.3K | 0.00% | −612−65.3% | Reduced |
| American International Group, Inc. | 341 | $79.0K | 0.00% | −10−2.8% | Reduced |
| Quantbot Technologies LP | 376 | $87.1K | 0.01% | −1,442−79.3% | Reduced |
| Banque Cantonale Vaudoise | 400 | $92.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 411 | $95.2K | 0.08% | +411 | New |
| Dark Forest Capital Management LP | 454 | $105.2K | 0.03% | +429+1,716.0% | Added |
| US Bancorp | 546 | $126.5K | 0.00% | +24+4.6% | Added |
| Ci Investments Inc. | 665 | $154.0K | 0.00% | +1+0.2% | Added |
| Nisa Investment Advisors, LLC | 710 | $164.0K | 0.00% | −1,024−59.1% | Reduced |
| Parallel Advisors, LLC | 768 | $177.9K | 0.01% | +312+68.4% | Added |
| J. W. Coons Advisors, LLC | 885 | $205.0K | 0.06% | +885 | New |
| Stifel Financial Corp | 905 | $209.7K | 0.00% | −421−31.7% | Reduced |
| AE Wealth Management LLC | 906 | $209.9K | 0.00% | −995−52.3% | Reduced |
| Boothbay Fund Management, LLC | 949 | $219.8K | 0.01% | −5,546−85.4% | Reduced |
| Veriti Management LLC | 958 | $221.9K | 0.03% | +86+9.9% | Added |
| Prudential Financial Inc | 962 | $222.9K | 0.00% | +962 | New |
| National Asset Management, Inc. | 995 | $230.5K | 0.01% | −9−0.9% | Reduced |
| Symmetry Partners, LLC | 996 | $231.0K | 0.01% | +996 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 1,000 | $231.7K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 1,001 | $231.9K | 0.01% | +1,001 | New |
| Baird Financial Group, Inc. | 1,021 | $236.5K | 0.00% | +6+0.6% | Added |
| Shell Asset Management Co | 1,026 | $238.0K | 0.01% | 00.0% | Unchanged |
| AIA Group Ltd | 1,042 | $241.4K | 0.01% | −125−10.7% | Reduced |
| Occudo Quantitative Strategies LP | 1,097 | $254.1K | 0.02% | −2,097−65.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,101 | $255.0K | 0.01% | −2,539−69.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,196 | $277.0K | 0.03% | −1,106−48.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,208 | $279.8K | 0.00% | +516+74.6% | Added |
| MetLife Investment Management | 1,259 | $291.7K | 0.00% | +2+0.2% | Added |
| TriaGen Wealth Management LLC | 1,337 | $309.7K | 0.16% | 00.0% | Unchanged |
| Utah Retirement Systems | 1,346 | $311.8K | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 1,382 | $320.2K | 0.57% | +1,382 | New |
| Axq Capital, LP | 1,415 | $327.8K | 0.13% | +1,415 | New |
| State of Michigan Retirement System | 1,432 | $331.7K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 1,441 | $333.7K | 0.00% | −174−10.8% | Reduced |
| Ade, LLC | 1,488 | $344.7K | 0.25% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 1,519 | $352.0K | 0.00% | +100+7.0% | Added |
| TD Waterhouse Canada Inc. | 1,176 | $365.4K | 0.00% | +1,176 | New |
| Neuberger Berman Group LLC | 1,580 | $366.0K | 0.00% | +12+0.8% | Added |
| Forsta Ap-Fonden | 1,600 | $370.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,643 | $380.6K | 0.00% | −21−1.3% | Reduced |
| TD Asset Management Inc | 1,679 | $389.0K | 0.00% | −476−22.1% | Reduced |
| Banque Pictet & Cie SA | 1,684 | $390.1K | 0.00% | −244−12.7% | Reduced |
| Captrust Financial Advisors | 1,684 | $390.2K | 0.00% | +12+0.7% | Added |
| Inceptionr LLC | 1,722 | $398.9K | 0.13% | +1,722 | New |
| Cambridge Investment Research Advisors, Inc. | 1,729 | $401.0K | 0.00% | −347−16.7% | Reduced |
| Commonwealth Equity Services, LLC | 1,752 | $405.0K | 0.00% | +68+4.0% | Added |
| Advisors Asset Management, Inc. | 1,891 | $438.1K | 0.01% | +156+9.0% | Added |
| Intech Investment Management LLC | 1,927 | $446.4K | 0.00% | −9,375−82.9% | Reduced |
| Maryland State Retirement & Pension System | 2,006 | $464.7K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 2,014 | $466.6K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,030 | $470.3K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,047 | $474.2K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 2,050 | $475.0K | 0.03% | +2,050 | New |