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, Q3 2023
Institutional positions in Erie Indemnity Co as of Sep 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
- 303
- +25 vs. Q2 2023
- Shares held
- 16.9M
- −532.2K (−3.1%) vs. Q2 2023
- Total value
- $4.97B
- +$1.62B (+48.1%) vs. Q2 2023
- New holders
- 71
- 80 more added
- Sold out
- 46
- 114 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $210 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1 | $294 | 0.00% | −3−75.0% | Reduced |
| Manchester Capital Management LLC | 2 | $588 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 2 | $588 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2 | $588 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $1.00K | 0.00% | +4 | New |
| Ronald Blue Trust, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Zions Bancorporation, N.A. | 4 | $1.18K | 0.00% | −5−55.6% | Reduced |
| SRS Capital Advisors, Inc. | 4 | $1.18K | 0.00% | +4 | New |
| Quent Capital, LLC | 5 | $1.52K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 6 | $1.76K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $1.76K | 0.00% | −4−40.0% | Reduced |
| Massmutual Trust Co FSB | 6 | $1.76K | 0.00% | +4+200.0% | Added |
| Leonteq Securities AG | 7 | $2.06K | 0.00% | −63−90.0% | Reduced |
| EverSource Wealth Advisors, LLC | 8 | $2.35K | 0.00% | −2−20.0% | Reduced |
| Lindbrook Capital, LLC | 8 | $2.35K | 0.00% | +5+166.7% | Added |
| SJS Investment Consulting Inc. | 9 | $2.65K | 0.00% | +2+28.6% | Added |
| Farmers & Merchants Investments Inc | 10 | $2.94K | 0.00% | +10 | New |
| Bishop & Co Investment Management, LLC | 0 | $5.43K | 0.24% | −1,458,309−100.0% | Reduced |
| Steward Financial Group LLC | 22 | $6.00K | 0.00% | +22 | New |
| Versant Capital Management, Inc | 23 | $6.76K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 24 | $7.05K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 30 | $8.81K | 0.01% | +30 | New |
| Northwest Investment Counselors, LLC | 33 | $9.70K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 34 | $9.99K | 0.00% | +28+466.7% | Added |
| Larson Financial Group LLC | 36 | $10.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 36 | $11.0K | 0.00% | +8+28.6% | Added |
| Tandem Wealth Advisors LLC | 43 | $12.6K | 0.01% | +43 | New |
| Whittier Trust Co | 50 | $14.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 62 | $18.2K | 0.00% | +62 | New |
| Headlands Technologies LLC | 63 | $18.5K | 0.01% | +63 | New |
| Thompson Investment Management, Inc. | 64 | $18.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 64 | $18.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 83 | $24.4K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 90 | $26.4K | 0.01% | +90 | New |
| Point72 Middle East FZE | 107 | $31.4K | 0.00% | −2,399−95.7% | Reduced |
| Global Retirement Partners, LLC | 154 | $46.4K | 0.00% | +20+14.9% | Added |
| GWM Advisors LLC | 172 | $50.5K | 0.00% | +7+4.2% | Added |
| UniSuper Management Pty Ltd | 200 | $58.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 215 | $63.2K | 0.00% | −23−9.7% | Reduced |
| JJJ Advisors Inc. | 215 | $63.2K | 0.02% | −21−8.9% | Reduced |
| Kapitalo Investimentos Ltda | 221 | $64.9K | 0.01% | −603−73.2% | Reduced |
| Nisa Investment Advisors, LLC | 226 | $66.4K | 0.00% | −1,384−86.0% | Reduced |
| Desjardins Global Asset Management Inc. | 242 | $71.1K | 0.01% | +184+317.2% | Added |
| Federation des caisses Desjardins du Quebec | 286 | $84.0K | 0.00% | −406−58.7% | Reduced |
| Gladius Capital Management LP | 287 | $84.3K | 0.02% | −28−8.9% | Reduced |
| Quadrant Capital Group LLC | 291 | $85.5K | 0.01% | +88+43.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 292 | $86.0K | 0.00% | +292 | New |
| AXS Investments LLC | 300 | $88.1K | 0.02% | −30−9.1% | Reduced |
| Banque Cantonale Vaudoise | 400 | $117.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 409 | $120.1K | 0.01% | +409 | New |
| Ossiam | 441 | $129.6K | 0.00% | −70−13.7% | Reduced |
| Quintet Private Bank (Europe) S.A. | 456 | $132.8K | 0.01% | −581−56.0% | Reduced |
| US Bancorp | 487 | $143.1K | 0.00% | −82−14.4% | Reduced |
| Bessemer Group Inc | 677 | $199.0K | 0.00% | +41+6.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 687 | $201.8K | 0.00% | +687 | New |
| Parallel Advisors, LLC | 722 | $212.1K | 0.01% | −27−3.6% | Reduced |
| CIBC Asset Management Inc | 724 | $212.7K | 0.00% | +724 | New |
| Stratos Wealth Advisors, LLC | 731 | $214.9K | 0.01% | +731 | New |
| Symmetry Partners, LLC | 746 | $219.0K | 0.01% | +746 | New |
| Mitchell Sinkler & Starr | 750 | $220.3K | 0.07% | +750 | New |
| Gsa Capital Partners LLP | 765 | $225.0K | 0.02% | −5,156−87.1% | Reduced |
| Cerity Partners LLC | 767 | $225.3K | 0.00% | +767 | New |
| Williams Jones Wealth Management, LLC. | 770 | $226.2K | 0.00% | +770 | New |
| Veriti Management LLC | 773 | $227.1K | 0.03% | +773 | New |
| Balentine LLC | 786 | $230.9K | 0.01% | +786 | New |
| Raymond James & Associates | 800 | $235.0K | 0.00% | +800 | New |
| Walleye Trading LLC | 803 | $235.9K | 0.01% | +803 | New |
| Royal Bank of Canada | 851 | $250.0K | 0.00% | −1,903−69.1% | Reduced |
| Baird Financial Group, Inc. | 868 | $255.0K | 0.00% | −143−14.1% | Reduced |
| Standard Life Aberdeen plc | 880 | $258.5K | 0.00% | −142−13.9% | Reduced |
| Alberta Investment Management Corp | 900 | $264.4K | 0.00% | +900 | New |
| J. W. Coons Advisors, LLC | 900 | $264.4K | 0.08% | +900 | New |
| Stifel Financial Corp | 906 | $266.2K | 0.00% | +906 | New |
| MAI Capital Management | 914 | $268.5K | 0.00% | +914 | New |
| Shell Asset Management Co | 914 | $269.0K | 0.01% | −112−10.9% | Reduced |
| D. E. Shaw & Co., Inc. | 937 | $275.3K | 0.00% | −46,212−98.0% | Reduced |
| Prudential Financial Inc | 968 | $284.4K | 0.00% | +968 | New |
| AE Wealth Management LLC | 968 | $284.4K | 0.00% | +968 | New |
| Metis Global Partners, LLC | 996 | $292.6K | 0.01% | −11−1.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,036 | $304.4K | 0.00% | +7+0.7% | Added |
| Allspring Global Investments Holdings, LLC | 1,089 | $319.9K | 0.00% | −10,703−90.8% | Reduced |
| SkyOak Wealth, LLC | 1,153 | $338.7K | 0.10% | −99−7.9% | Reduced |
| Shelton Capital Management | 1,158 | $340.2K | 0.01% | +1,158 | New |
| State Board of Administration of Florida Retirement System | 1,172 | $344.3K | 0.00% | −800−40.6% | Reduced |
| Holocene Advisors, LP | 1,180 | $346.7K | 0.00% | −2,350−66.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,227 | $360.5K | 0.00% | −508−29.3% | Reduced |
| CWM Advisors, LLC | 1,237 | $363.4K | 0.05% | +1,237 | New |
| Ci Investments Inc. | 1,281 | $376.0K | 0.00% | +582+83.3% | Added |
| Banque Pictet & Cie SA | 1,299 | $381.6K | 0.00% | −138−9.6% | Reduced |
| TriaGen Wealth Management LLC | 1,334 | $391.9K | 0.20% | +1+0.1% | Added |
| ProShare Advisors LLC | 1,347 | $395.7K | 0.00% | +1,347 | New |
| La Banque Postale Asset Management SA | 1,390 | $408.4K | 0.01% | +1,390 | New |
| Jefferies Financial Group Inc. | 1,397 | $410.4K | 0.01% | +1,397 | New |
| HighTower Advisors, LLC | 1,398 | $414.0K | 0.00% | +1,398 | New |
| LPL Financial LLC | 1,426 | $418.9K | 0.00% | +10+0.7% | Added |
| Advisors Asset Management, Inc. | 1,449 | $425.7K | 0.01% | −280−16.2% | Reduced |
| Ballentine Partners, LLC | 1,452 | $426.6K | 0.01% | +34+2.4% | Added |
| Point72 Asset Management, L.P. | 1,476 | $433.6K | 0.00% | −14,839−91.0% | Reduced |
| Ade, LLC | 1,488 | $437.2K | 0.33% | 00.0% | Unchanged |