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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 1,561 | $458.6K | 0.00% | −3,751−70.6% | Reduced |
| Neuberger Berman Group LLC | 1,554 | $456.6K | 0.00% | −8−0.5% | Reduced |
| Daiwa Securities Group Inc. | 1,519 | $446.0K | 0.00% | 00.0% | Unchanged |
| Ade, LLC | 1,488 | $437.2K | 0.33% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,476 | $433.6K | 0.00% | −14,839−91.0% | Reduced |
| Ballentine Partners, LLC | 1,452 | $426.6K | 0.01% | +34+2.4% | Added |
| Advisors Asset Management, Inc. | 1,449 | $425.7K | 0.01% | −280−16.2% | Reduced |
| LPL Financial LLC | 1,426 | $418.9K | 0.00% | +10+0.7% | Added |
| HighTower Advisors, LLC | 1,398 | $414.0K | 0.00% | +1,398 | New |
| Jefferies Financial Group Inc. | 1,397 | $410.4K | 0.01% | +1,397 | New |
| La Banque Postale Asset Management SA | 1,390 | $408.4K | 0.01% | +1,390 | New |
| ProShare Advisors LLC | 1,347 | $395.7K | 0.00% | +1,347 | New |
| TriaGen Wealth Management LLC | 1,334 | $391.9K | 0.20% | +1+0.1% | Added |
| Banque Pictet & Cie SA | 1,299 | $381.6K | 0.00% | −138−9.6% | Reduced |
| Ci Investments Inc. | 1,281 | $376.0K | 0.00% | +582+83.3% | Added |
| CWM Advisors, LLC | 1,237 | $363.4K | 0.05% | +1,237 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 1,227 | $360.5K | 0.00% | −508−29.3% | Reduced |
| Holocene Advisors, LP | 1,180 | $346.7K | 0.00% | −2,350−66.6% | Reduced |
| State Board of Administration of Florida Retirement System | 1,172 | $344.3K | 0.00% | −800−40.6% | Reduced |
| Shelton Capital Management | 1,158 | $340.2K | 0.01% | +1,158 | New |
| SkyOak Wealth, LLC | 1,153 | $338.7K | 0.10% | −99−7.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,089 | $319.9K | 0.00% | −10,703−90.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,036 | $304.4K | 0.00% | +7+0.7% | Added |
| Metis Global Partners, LLC | 996 | $292.6K | 0.01% | −11−1.1% | Reduced |
| AE Wealth Management LLC | 968 | $284.4K | 0.00% | +968 | New |
| Prudential Financial Inc | 968 | $284.4K | 0.00% | +968 | New |
| D. E. Shaw & Co., Inc. | 937 | $275.3K | 0.00% | −46,212−98.0% | Reduced |
| Shell Asset Management Co | 914 | $269.0K | 0.01% | −112−10.9% | Reduced |
| MAI Capital Management | 914 | $268.5K | 0.00% | +914 | New |
| Stifel Financial Corp | 906 | $266.2K | 0.00% | +906 | New |
| Alberta Investment Management Corp | 900 | $264.4K | 0.00% | +900 | New |
| J. W. Coons Advisors, LLC | 900 | $264.4K | 0.08% | +900 | New |
| Standard Life Aberdeen plc | 880 | $258.5K | 0.00% | −142−13.9% | Reduced |
| Baird Financial Group, Inc. | 868 | $255.0K | 0.00% | −143−14.1% | Reduced |
| Royal Bank of Canada | 851 | $250.0K | 0.00% | −1,903−69.1% | Reduced |
| Walleye Trading LLC | 803 | $235.9K | 0.01% | +803 | New |
| Raymond James & Associates | 800 | $235.0K | 0.00% | +800 | New |
| Balentine LLC | 786 | $230.9K | 0.01% | +786 | New |
| Veriti Management LLC | 773 | $227.1K | 0.03% | +773 | New |
| Williams Jones Wealth Management, LLC. | 770 | $226.2K | 0.00% | +770 | New |
| Cerity Partners LLC | 767 | $225.3K | 0.00% | +767 | New |
| Gsa Capital Partners LLP | 765 | $225.0K | 0.02% | −5,156−87.1% | Reduced |
| Mitchell Sinkler & Starr | 750 | $220.3K | 0.07% | +750 | New |
| Symmetry Partners, LLC | 746 | $219.0K | 0.01% | +746 | New |
| Stratos Wealth Advisors, LLC | 731 | $214.9K | 0.01% | +731 | New |
| CIBC Asset Management Inc | 724 | $212.7K | 0.00% | +724 | New |
| Parallel Advisors, LLC | 722 | $212.1K | 0.01% | −27−3.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 687 | $201.8K | 0.00% | +687 | New |
| Bessemer Group Inc | 677 | $199.0K | 0.00% | +41+6.4% | Added |
| US Bancorp | 487 | $143.1K | 0.00% | −82−14.4% | Reduced |
| Quintet Private Bank (Europe) S.A. | 456 | $132.8K | 0.01% | −581−56.0% | Reduced |
| Ossiam | 441 | $129.6K | 0.00% | −70−13.7% | Reduced |
| PEAK6 Investments LLC | 409 | $120.1K | 0.01% | +409 | New |
| Banque Cantonale Vaudoise | 400 | $117.0K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 300 | $88.1K | 0.02% | −30−9.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 292 | $86.0K | 0.00% | +292 | New |
| Quadrant Capital Group LLC | 291 | $85.5K | 0.01% | +88+43.3% | Added |
| Gladius Capital Management LP | 287 | $84.3K | 0.02% | −28−8.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 286 | $84.0K | 0.00% | −406−58.7% | Reduced |
| Desjardins Global Asset Management Inc. | 242 | $71.1K | 0.01% | +184+317.2% | Added |
| Nisa Investment Advisors, LLC | 226 | $66.4K | 0.00% | −1,384−86.0% | Reduced |
| Kapitalo Investimentos Ltda | 221 | $64.9K | 0.01% | −603−73.2% | Reduced |
| Signaturefd, LLC | 215 | $63.2K | 0.00% | −23−9.7% | Reduced |
| JJJ Advisors Inc. | 215 | $63.2K | 0.02% | −21−8.9% | Reduced |
| UniSuper Management Pty Ltd | 200 | $58.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 172 | $50.5K | 0.00% | +7+4.2% | Added |
| Global Retirement Partners, LLC | 154 | $46.4K | 0.00% | +20+14.9% | Added |
| Point72 Middle East FZE | 107 | $31.4K | 0.00% | −2,399−95.7% | Reduced |
| Legacy Financial Group LLC | 90 | $26.4K | 0.01% | +90 | New |
| Allworth Financial LP | 83 | $24.4K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 64 | $18.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 64 | $18.8K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 63 | $18.5K | 0.01% | +63 | New |
| Fifth Third Bancorp | 62 | $18.2K | 0.00% | +62 | New |
| Whittier Trust Co | 50 | $14.7K | 0.00% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 43 | $12.6K | 0.01% | +43 | New |
| CWM, LLC | 36 | $11.0K | 0.00% | +8+28.6% | Added |
| Larson Financial Group LLC | 36 | $10.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 34 | $9.99K | 0.00% | +28+466.7% | Added |
| Northwest Investment Counselors, LLC | 33 | $9.70K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 30 | $8.81K | 0.01% | +30 | New |
| Farther Finance Advisors, LLC | 24 | $7.05K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 23 | $6.76K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 22 | $6.00K | 0.00% | +22 | New |
| Bishop & Co Investment Management, LLC | 0 | $5.43K | 0.24% | −1,458,309−100.0% | Reduced |
| Farmers & Merchants Investments Inc | 10 | $2.94K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 9 | $2.65K | 0.00% | +2+28.6% | Added |
| 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 |
| Leonteq Securities AG | 7 | $2.06K | 0.00% | −63−90.0% | Reduced |
| 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 |
| First Horizon Advisors, Inc. | 6 | $1.76K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 5 | $1.52K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4 | $1.18K | 0.00% | +4 | New |
| Zions Bancorporation, N.A. | 4 | $1.18K | 0.00% | −5−55.6% | Reduced |
| Avion Wealth | 4 | $1.00K | 0.00% | +4 | New |
| Ronald Blue Trust, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Manchester Capital Management LLC | 2 | $588 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 2 | $588 | 0.00% | 00.0% | Unchanged |