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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 1,695 | $356.0K | 0.00% | −57−3.3% | Reduced |
| CTC Alternative Strategies, Ltd. | 1,690 | $354.9K | 0.44% | +1,690 | New |
| Captrust Financial Advisors | 1,648 | $346.2K | 0.00% | −36−2.1% | Reduced |
| TD Asset Management Inc | 1,633 | $342.9K | 0.00% | −46−2.7% | Reduced |
| Nisa Investment Advisors, LLC | 1,610 | $338.1K | 0.00% | +900+126.8% | Added |
| Neuberger Berman Group LLC | 1,562 | $328.0K | 0.00% | −18−1.1% | Reduced |
| Achmea Investment Management B.V. | 1,526 | $321.0K | 0.01% | +1,526 | New |
| Daiwa Securities Group Inc. | 1,519 | $319.0K | 0.00% | 00.0% | Unchanged |
| Ade, LLC | 1,488 | $312.5K | 0.22% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 1,437 | $301.8K | 0.00% | −247−14.7% | Reduced |
| Ballentine Partners, LLC | 1,418 | $297.8K | 0.01% | +1,418 | New |
| LPL Financial LLC | 1,416 | $297.4K | 0.00% | −25−1.7% | Reduced |
| Virtu Financial LLC | 1,401 | $294.0K | 0.02% | +1,401 | New |
| Alliancebernstein L.P. | 1,380 | $289.8K | 0.00% | −8,988−86.7% | Reduced |
| TriaGen Wealth Management LLC | 1,333 | $279.9K | 0.13% | −4−0.3% | Reduced |
| SkyOak Wealth, LLC | 1,252 | $262.9K | 0.07% | +1,252 | New |
| NinePointTwo Capital | 1,220 | $256.0K | 0.10% | +1,220 | New |
| Diametric Capital, LP | 1,190 | $249.9K | 0.11% | +1,190 | New |
| Engineers Gate Manager LP | 1,183 | $248.4K | 0.01% | +1,183 | New |
| Prelude Capital Management, LLC | 1,151 | $241.7K | 0.02% | +1,151 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,121 | $235.0K | 0.01% | +20+1.8% | Added |
| Blueshift Asset Management, LLC | 1,030 | $216.3K | 0.08% | +1,030 | New |
| Raymond James Financial Services Advisors, Inc. | 1,029 | $216.1K | 0.00% | −1,933−65.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,037 | $216.1K | 0.01% | −1,013−49.4% | Reduced |
| Shell Asset Management Co | 1,026 | $215.0K | 0.01% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 1,022 | $214.6K | 0.00% | +1,022 | New |
| Baird Financial Group, Inc. | 1,011 | $212.3K | 0.00% | −10−1.0% | Reduced |
| Metis Global Partners, LLC | 1,007 | $211.5K | 0.01% | +1,007 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 1,000 | $210.0K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 824 | $173.0K | 0.03% | +824 | New |
| Parallel Advisors, LLC | 749 | $157.3K | 0.01% | −19−2.5% | Reduced |
| Exchange Traded Concepts, LLC | 722 | $151.6K | 0.00% | +722 | New |
| Ci Investments Inc. | 699 | $147.0K | 0.00% | +34+5.1% | Added |
| Federation des caisses Desjardins du Quebec | 692 | $145.3K | 0.00% | −516−42.7% | Reduced |
| Bessemer Group Inc | 636 | $134.0K | 0.00% | +636 | New |
| US Bancorp | 569 | $119.5K | 0.00% | +23+4.2% | Added |
| Ossiam | 511 | $107.3K | 0.00% | +210+69.8% | Added |
| Banque Cantonale Vaudoise | 400 | $84.0K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 330 | $69.3K | 0.02% | +330 | New |
| Central Trust Co | 325 | $68.3K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 315 | $66.2K | 0.03% | +35+12.5% | Added |
| Signaturefd, LLC | 238 | $50.0K | 0.00% | −17−6.7% | Reduced |
| JJJ Advisors Inc. | 236 | $49.6K | 0.01% | −11−4.5% | Reduced |
| Quadrant Capital Group LLC | 203 | $42.6K | 0.00% | −21−9.4% | Reduced |
| UniSuper Management Pty Ltd | 200 | $42.0K | 0.00% | +200 | New |
| GWM Advisors LLC | 165 | $34.7K | 0.00% | +5+3.1% | Added |
| Global Retirement Partners, LLC | 134 | $28.1K | 0.00% | +131+4,366.7% | Added |
| Allworth Financial LP | 83 | $17.4K | 0.00% | −3−3.5% | Reduced |
| Leonteq Securities AG | 70 | $14.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Desjardins Global Asset Management Inc. | 58 | $12.2K | 0.00% | +29+100.0% | Added |
| Whittier Trust Co | 50 | $10.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 45 | $10.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 36 | $7.56K | 0.00% | 00.0% | Unchanged |
| Bishop & Co Investment Management, LLC | 1,458,309 | $6.94K | 0.31% | +1,451,301+20,709.2% | Added |
| Northwest Investment Counselors, LLC | 33 | $6.93K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 28 | $6.00K | 0.00% | +22+366.7% | Added |
| Farther Finance Advisors, LLC | 24 | $5.04K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 23 | $4.83K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $2.10K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 10 | $2.10K | 0.00% | +10 | New |
| Kozak & Associates, Inc. | 9 | $1.90K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $1.89K | 0.00% | +5+125.0% | Added |
| SJS Investment Consulting Inc. | 7 | $1.47K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 210 | $1.28K | 0.01% | −22−9.5% | Reduced |
| Prestige Wealth Management Group LLC | 6 | $1.26K | 0.00% | −31−83.8% | Reduced |
| First Horizon Advisors, Inc. | 6 | $1.26K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $1.05K | 0.00% | −2−28.6% | Reduced |
| Umb Bank N A | 4 | $840 | 0.00% | −6−60.0% | Reduced |
| Lindbrook Capital, LLC | 3 | $630 | 0.00% | −7−70.0% | Reduced |
| Manchester Capital Management LLC | 2 | $421 | 0.00% | 00.0% | Unchanged |
| 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 |
| Tfo-TDC, LLC | 1 | $210 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1 | $210 | 0.00% | +1 | New |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −59,205−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −14,003−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −13,891−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −11,092−100.0% | Sold out |
| Treasurer of the State of North Carolina | 0 | $0 | 0.00% | −10,960−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −9,786−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −7,851−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −6,981−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −6,261−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,518−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,923−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −2,818−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −2,774−100.0% | Sold out |
| Hanseatic Management Services Inc | 0 | $0 | 0.00% | −2,363−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −2,047−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −2,006−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −1,927−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −1,176−100.0% | Sold out |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −1,432−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −1,415−100.0% | Sold out |