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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 1,026 | $238.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 1,021 | $236.5K | 0.00% | +6+0.6% | Added |
| Ethic Inc. | 1,001 | $231.9K | 0.01% | +1,001 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 1,000 | $231.7K | 0.00% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 996 | $231.0K | 0.01% | +996 | New |
| National Asset Management, Inc. | 995 | $230.5K | 0.01% | −9−0.9% | Reduced |
| Prudential Financial Inc | 962 | $222.9K | 0.00% | +962 | New |
| Veriti Management LLC | 958 | $221.9K | 0.03% | +86+9.9% | Added |
| Boothbay Fund Management, LLC | 949 | $219.8K | 0.01% | −5,546−85.4% | Reduced |
| AE Wealth Management LLC | 906 | $209.9K | 0.00% | −995−52.3% | Reduced |
| Stifel Financial Corp | 905 | $209.7K | 0.00% | −421−31.7% | Reduced |
| J. W. Coons Advisors, LLC | 885 | $205.0K | 0.06% | +885 | New |
| Parallel Advisors, LLC | 768 | $177.9K | 0.01% | +312+68.4% | Added |
| Nisa Investment Advisors, LLC | 710 | $164.0K | 0.00% | −1,024−59.1% | Reduced |
| Ci Investments Inc. | 665 | $154.0K | 0.00% | +1+0.2% | Added |
| US Bancorp | 546 | $126.5K | 0.00% | +24+4.6% | Added |
| Dark Forest Capital Management LP | 454 | $105.2K | 0.03% | +429+1,716.0% | Added |
| Counterpoint Mutual Funds LLC | 411 | $95.2K | 0.08% | +411 | New |
| Banque Cantonale Vaudoise | 400 | $92.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 376 | $87.1K | 0.01% | −1,442−79.3% | Reduced |
| American International Group, Inc. | 341 | $79.0K | 0.00% | −10−2.8% | Reduced |
| Central Trust Co | 325 | $75.3K | 0.00% | −612−65.3% | Reduced |
| Tower Research Capital LLC (TRC) | 314 | $73.0K | 0.00% | −774−71.1% | Reduced |
| Ossiam | 301 | $69.7K | 0.00% | +75+33.2% | Added |
| Gladius Capital Management LP | 280 | $64.9K | 0.02% | +23+8.9% | Added |
| Signaturefd, LLC | 255 | $59.1K | 0.00% | +39+18.1% | Added |
| JJJ Advisors Inc. | 247 | $57.2K | 0.02% | +8+3.3% | Added |
| Quadrant Capital Group LLC | 224 | $51.9K | 0.01% | +12+5.7% | Added |
| GWM Advisors LLC | 160 | $37.1K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 127 | $29.4K | 0.03% | +127 | New |
| National Bank of Canada | 90 | $20.8K | 0.00% | −2−2.2% | Reduced |
| Allworth Financial LP | 86 | $19.9K | 0.00% | −2−2.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 77 | $18.0K | 0.00% | +59+327.8% | Added |
| Leonteq Securities AG | 70 | $16.2K | 0.00% | +70 | New |
| JFS Wealth Advisors, LLC | 66 | $15.3K | 0.00% | −2−2.9% | Reduced |
| Thompson Investment Management, Inc. | 64 | $14.8K | 0.00% | +64 | New |
| Whittier Trust Co | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 46 | $10.7K | 0.00% | −5−9.8% | Reduced |
| Covestor Ltd | 45 | $10.0K | 0.01% | −4−8.2% | Reduced |
| Prestige Wealth Management Group LLC | 37 | $8.57K | 0.00% | +20+117.6% | Added |
| Larson Financial Group LLC | 36 | $8.34K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 33 | $7.64K | 0.00% | 00.0% | Unchanged |
| 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 |
| Schubert & Co | 27 | $6.25K | 0.01% | −3−10.0% | Reduced |
| Farther Finance Advisors, LLC | 24 | $5.56K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 23 | $5.32K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 15 | $3.00K | 0.00% | +15 | New |
| 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 |
| Kozak & Associates, Inc. | 9 | $2.09K | 0.00% | 00.0% | Unchanged |
| 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 |
| First Horizon Advisors, Inc. | 6 | $1.39K | 0.00% | −7−53.8% | Reduced |
| Quent Capital, LLC | 5 | $1.18K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Baker Avenue Asset Management, LP | 4 | $927 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4 | $927 | 0.00% | 00.0% | Unchanged |
| 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 |
| Global Retirement Partners, LLC | 3 | $683 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 2 | $464 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 2 | $463 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $232 | 0.00% | −62−98.4% | Reduced |
| Sofos Investments, Inc. | 232 | $3 | 0.00% | −17−6.8% | Reduced |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −32,018−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −19,910−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −18,406−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −12,514−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −12,153−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −11,880−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −9,577−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −8,169−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −6,365−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −6,470−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −5,666−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −4,239−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −3,585−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −3,108−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −2,699−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −2,695−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −2,274−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −2,217−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −1,906−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −1,786−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,780−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −1,654−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,476−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,195−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −1,166−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −1,132−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −1,080−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,013−100.0% | Sold out |