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, Q2 2023
Institutional positions in Erie Indemnity Co as of Jun 30, 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
- 279
- +10 vs. Q1 2023
- Shares held
- 17.4M
- −32.7M (−65.3%) vs. Q1 2023
- Total value
- $3.36B
- −$8.26B (−71.1%) vs. Q1 2023
- New holders
- 57
- 70 more added
- Sold out
- 47
- 98 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $210 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1 | $210 | 0.00% | +1 | New |
| Baker Avenue Asset Management, LP | 2 | $420 | 0.00% | −2−50.0% | Reduced |
| Earnest Partners LLC | 2 | $420 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2 | $420 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $421 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3 | $630 | 0.00% | −7−70.0% | Reduced |
| Umb Bank N A | 4 | $840 | 0.00% | −6−60.0% | Reduced |
| Disciplined Investments, LLC | 5 | $1.05K | 0.00% | −2−28.6% | Reduced |
| Quent Capital, LLC | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 6 | $1.26K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $1.26K | 0.00% | −31−83.8% | Reduced |
| Sofos Investments, Inc. | 210 | $1.28K | 0.01% | −22−9.5% | Reduced |
| SJS Investment Consulting Inc. | 7 | $1.47K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $1.89K | 0.00% | +5+125.0% | Added |
| Kozak & Associates, Inc. | 9 | $1.90K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 10 | $2.10K | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 10 | $2.10K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 23 | $4.83K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 24 | $5.04K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 28 | $6.00K | 0.00% | +22+366.7% | Added |
| Northwest Investment Counselors, LLC | 33 | $6.93K | 0.00% | 00.0% | Unchanged |
| Bishop & Co Investment Management, LLC | 1,458,309 | $6.94K | 0.31% | +1,451,301+20,709.2% | Added |
| Larson Financial Group LLC | 36 | $7.56K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 45 | $10.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 50 | $10.5K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 58 | $12.2K | 0.00% | +29+100.0% | Added |
| JFS Wealth Advisors, LLC | 64 | $13.4K | 0.00% | −2−3.0% | Reduced |
| Thompson Investment Management, Inc. | 64 | $13.4K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 70 | $14.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 83 | $17.4K | 0.00% | −3−3.5% | Reduced |
| Global Retirement Partners, LLC | 134 | $28.1K | 0.00% | +131+4,366.7% | Added |
| GWM Advisors LLC | 165 | $34.7K | 0.00% | +5+3.1% | Added |
| UniSuper Management Pty Ltd | 200 | $42.0K | 0.00% | +200 | New |
| Quadrant Capital Group LLC | 203 | $42.6K | 0.00% | −21−9.4% | Reduced |
| JJJ Advisors Inc. | 236 | $49.6K | 0.01% | −11−4.5% | Reduced |
| Signaturefd, LLC | 238 | $50.0K | 0.00% | −17−6.7% | Reduced |
| Gladius Capital Management LP | 315 | $66.2K | 0.03% | +35+12.5% | Added |
| Central Trust Co | 325 | $68.3K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 330 | $69.3K | 0.02% | +330 | New |
| Banque Cantonale Vaudoise | 400 | $84.0K | 0.00% | 00.0% | Unchanged |
| Ossiam | 511 | $107.3K | 0.00% | +210+69.8% | Added |
| US Bancorp | 569 | $119.5K | 0.00% | +23+4.2% | Added |
| Bessemer Group Inc | 636 | $134.0K | 0.00% | +636 | New |
| Federation des caisses Desjardins du Quebec | 692 | $145.3K | 0.00% | −516−42.7% | Reduced |
| Ci Investments Inc. | 699 | $147.0K | 0.00% | +34+5.1% | Added |
| Exchange Traded Concepts, LLC | 722 | $151.6K | 0.00% | +722 | New |
| Parallel Advisors, LLC | 749 | $157.3K | 0.01% | −19−2.5% | Reduced |
| Kapitalo Investimentos Ltda | 824 | $173.0K | 0.03% | +824 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 1,000 | $210.0K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 1,007 | $211.5K | 0.01% | +1,007 | New |
| Baird Financial Group, Inc. | 1,011 | $212.3K | 0.00% | −10−1.0% | Reduced |
| Standard Life Aberdeen plc | 1,022 | $214.6K | 0.00% | +1,022 | New |
| Shell Asset Management Co | 1,026 | $215.0K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 1,037 | $216.1K | 0.01% | −1,013−49.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,029 | $216.1K | 0.00% | −1,933−65.3% | Reduced |
| Blueshift Asset Management, LLC | 1,030 | $216.3K | 0.08% | +1,030 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,121 | $235.0K | 0.01% | +20+1.8% | Added |
| Prelude Capital Management, LLC | 1,151 | $241.7K | 0.02% | +1,151 | New |
| Engineers Gate Manager LP | 1,183 | $248.4K | 0.01% | +1,183 | New |
| Diametric Capital, LP | 1,190 | $249.9K | 0.11% | +1,190 | New |
| NinePointTwo Capital | 1,220 | $256.0K | 0.10% | +1,220 | New |
| SkyOak Wealth, LLC | 1,252 | $262.9K | 0.07% | +1,252 | New |
| TriaGen Wealth Management LLC | 1,333 | $279.9K | 0.13% | −4−0.3% | Reduced |
| Alliancebernstein L.P. | 1,380 | $289.8K | 0.00% | −8,988−86.7% | Reduced |
| Virtu Financial LLC | 1,401 | $294.0K | 0.02% | +1,401 | New |
| LPL Financial LLC | 1,416 | $297.4K | 0.00% | −25−1.7% | Reduced |
| Ballentine Partners, LLC | 1,418 | $297.8K | 0.01% | +1,418 | New |
| Banque Pictet & Cie SA | 1,437 | $301.8K | 0.00% | −247−14.7% | Reduced |
| Ade, LLC | 1,488 | $312.5K | 0.22% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 1,519 | $319.0K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 1,526 | $321.0K | 0.01% | +1,526 | New |
| Neuberger Berman Group LLC | 1,562 | $328.0K | 0.00% | −18−1.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,610 | $338.1K | 0.00% | +900+126.8% | Added |
| TD Asset Management Inc | 1,633 | $342.9K | 0.00% | −46−2.7% | Reduced |
| Captrust Financial Advisors | 1,648 | $346.2K | 0.00% | −36−2.1% | Reduced |
| CTC Alternative Strategies, Ltd. | 1,690 | $354.9K | 0.44% | +1,690 | New |
| Commonwealth Equity Services, LLC | 1,695 | $356.0K | 0.00% | −57−3.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,729 | $363.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,729 | $363.1K | 0.01% | −162−8.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,735 | $364.4K | 0.00% | +1,735 | New |
| Susquehanna Fundamental Investments, LLC | 1,784 | $374.7K | 0.01% | −2,864−61.6% | Reduced |
| CenterBook Partners LP | 1,793 | $376.5K | 0.05% | +1,793 | New |
| Inceptionr LLC | 1,833 | $384.9K | 0.21% | +111+6.4% | Added |
| FMR LLC | 1,876 | $394.0K | 0.00% | +233+14.2% | Added |
| Janus Henderson Group PLC | 1,932 | $405.9K | 0.00% | −290−13.1% | Reduced |
| State Board of Administration of Florida Retirement System | 1,972 | $414.1K | 0.00% | −27,937−93.4% | Reduced |
| Keybank National Association | 2,014 | $423.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 2,034 | $427.2K | 0.01% | −6,063−74.9% | Reduced |
| Mariner, LLC | 2,088 | $438.5K | 0.00% | −206−9.0% | Reduced |
| Fiera Capital Corp | 2,169 | $455.5K | 0.00% | −297−12.0% | Reduced |
| Laraway Financial Inc | 2,190 | $459.9K | 0.45% | 00.0% | Unchanged |
| CNB Bank | 2,205 | $463.1K | 0.27% | −180−7.5% | Reduced |
| Ameriprise Financial Inc | 2,211 | $464.3K | 0.00% | −78−3.4% | Reduced |
| Nordea Investment Management AB | 2,246 | $469.4K | 0.00% | +18+0.8% | Added |
| British Columbia Investment Management Corp | 2,237 | $469.8K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 2,237 | $469.8K | 0.25% | +2,237 | New |
| Janney Montgomery Scott LLC | 2,364 | $496.0K | 0.00% | −1,808−43.3% | Reduced |
| Prudential PLC | 2,368 | $497.3K | 0.01% | −23−1.0% | Reduced |