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, Q4 2023
Institutional positions in Erie Indemnity Co as of Dec 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
- 298
- −3 vs. Q3 2023
- Shares held
- 16.7M
- −140.1K (−0.8%) vs. Q3 2023
- Total value
- $5.60B
- +$630.9M (+12.7%) vs. Q3 2023
- New holders
- 33
- 101 more added
- Sold out
- 36
- 117 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $335 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $335 | 0.00% | +1 | New |
| PEAK6 Investments LLC | 2 | $629 | 0.00% | −407−99.5% | Reduced |
| Manchester Capital Management LLC | 2 | $670 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $670 | 0.00% | +2 | New |
| Bruce G. Allen Investments, LLC | 2 | $670 | 0.00% | +2 | New |
| CWM, LLC | 2 | $1.00K | 0.00% | −34−94.4% | Reduced |
| SRS Capital Advisors, Inc. | 4 | $1.34K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4 | $1.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $1.68K | 0.00% | −1−16.7% | Reduced |
| Massmutual Trust Co FSB | 6 | $2.01K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 7 | $2.34K | 0.00% | −1−12.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $2.35K | 0.00% | +7 | New |
| Leonteq Securities AG | 7 | $2.35K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 7 | $2.42K | 0.00% | +2+40.0% | Added |
| EverSource Wealth Advisors, LLC | 8 | $2.68K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $3.02K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 10 | $3.35K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $3.35K | 0.00% | +10 | New |
| Ronald Blue Trust, Inc. | 17 | $5.00K | 0.00% | +14+466.7% | Added |
| Rakuten Investment Management, Inc. | 18 | $6.01K | 0.00% | +18 | New |
| Versant Capital Management, Inc | 18 | $6.03K | 0.00% | −5−21.7% | Reduced |
| Nisa Investment Advisors, LLC | 19 | $6.36K | 0.00% | −207−91.6% | Reduced |
| GAMMA Investing LLC | 19 | $6.57K | 0.00% | +19 | New |
| LGT Financial Advisors LLC | 28 | $9.38K | 0.01% | −2−6.7% | Reduced |
| Prestige Wealth Management Group LLC | 30 | $10.0K | 0.00% | −4−11.8% | Reduced |
| Principal Securities, Inc. | 32 | $10.7K | 0.00% | +32 | New |
| Larson Financial Group LLC | 36 | $12.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 39 | $13.1K | 0.00% | +15+62.5% | Added |
| Tandem Wealth Advisors LLC | 43 | $14.4K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 48 | $16.1K | 0.00% | −124−72.1% | Reduced |
| Whittier Trust Co | 50 | $16.7K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 64 | $21.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 64 | $21.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 83 | $27.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 84 | $28.1K | 0.00% | +22+35.5% | Added |
| Natixis | 134 | $44.9K | 0.00% | +134 | New |
| Shell Asset Management Co | 137 | $46.0K | 0.00% | −777−85.0% | Reduced |
| UniSuper Management Pty Ltd | 200 | $67.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 202 | $67.7K | 0.00% | −13−6.0% | Reduced |
| Penserra Capital Management LLC | 208 | $69.0K | 0.00% | +208 | New |
| JJJ Advisors Inc. | 235 | $78.7K | 0.02% | +20+9.3% | Added |
| Federation des caisses Desjardins du Quebec | 243 | $81.4K | 0.00% | −43−15.0% | Reduced |
| Global Retirement Partners, LLC | 266 | $89.8K | 0.00% | +112+72.7% | Added |
| Gladius Capital Management LP | 296 | $99.1K | 0.06% | +9+3.1% | Added |
| Ostrum Asset Management | 297 | $99.5K | 0.01% | −4,163−93.3% | Reduced |
| Desjardins Global Asset Management Inc. | 297 | $99.5K | 0.01% | +55+22.7% | Added |
| Quadrant Capital Group LLC | 314 | $105.2K | 0.01% | +23+7.9% | Added |
| AXS Investments LLC | 330 | $110.5K | 0.03% | +30+10.0% | Added |
| Allspring Global Investments Holdings, LLC | 391 | $131.0K | 0.00% | −698−64.1% | Reduced |
| Ossiam | 430 | $144.0K | 0.00% | −11−2.5% | Reduced |
| US Bancorp | 570 | $191.0K | 0.00% | +83+17.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 573 | $192.0K | 0.00% | +281+96.2% | Added |
| Capstone Investment Advisors, LLC | 600 | $201.0K | 0.00% | +600 | New |
| Investment Management Corp of Ontario | 610 | $204.3K | 0.00% | −3,591−85.5% | Reduced |
| Consolidated Planning Corp | 627 | $210.1K | 0.04% | +627 | New |
| Forum Financial Management, LP | 644 | $215.7K | 0.00% | +644 | New |
| Virtu Financial LLC | 652 | $218.0K | 0.02% | −1,010−60.8% | Reduced |
| TrinityPoint Wealth, LLC | 678 | $227.0K | 0.04% | +678 | New |
| Bessemer Group Inc | 677 | $227.0K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 687 | $230.1K | 0.02% | +687 | New |
| Johnson Investment Counsel Inc | 700 | $234.4K | 0.00% | +700 | New |
| CIBC World Markets Corp | 707 | $236.8K | 0.00% | +707 | New |
| Parallel Advisors, LLC | 710 | $237.8K | 0.01% | −12−1.7% | Reduced |
| CIBC Asset Management Inc | 724 | $242.5K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 732 | $245.3K | 0.00% | +45+6.6% | Added |
| Stratos Wealth Advisors, LLC | 734 | $245.9K | 0.01% | +3+0.4% | Added |
| Fifth Lane Capital, LP | 756 | $253.2K | 0.30% | +756 | New |
| Balentine LLC | 759 | $254.2K | 0.01% | −27−3.4% | Reduced |
| Profund Advisors LLC | 760 | $254.5K | 0.01% | +760 | New |
| Williams Jones Wealth Management, LLC. | 770 | $257.9K | 0.00% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 777 | $260.2K | 0.00% | +777 | New |
| Veriti Management LLC | 781 | $261.6K | 0.02% | +8+1.0% | Added |
| Raymond James & Associates | 803 | $268.8K | 0.00% | +3+0.4% | Added |
| Royal Bank of Canada | 813 | $271.0K | 0.00% | −38−4.5% | Reduced |
| Cerity Partners LLC | 814 | $272.3K | 0.00% | +47+6.1% | Added |
| Stifel Financial Corp | 818 | $274.0K | 0.00% | −88−9.7% | Reduced |
| Baird Financial Group, Inc. | 849 | $284.3K | 0.00% | −19−2.2% | Reduced |
| Alberta Investment Management Corp | 900 | $301.4K | 0.00% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 900 | $301.4K | 0.08% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 943 | $315.8K | 0.00% | +63+7.2% | Added |
| AE Wealth Management LLC | 968 | $334.2K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,005 | $336.6K | 0.01% | −444−30.6% | Reduced |
| Macquarie Group Ltd | 1,023 | $342.6K | 0.00% | −1,581−60.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,029 | $344.6K | 0.00% | −7−0.7% | Reduced |
| Metis Global Partners, LLC | 1,030 | $345.0K | 0.01% | +34+3.4% | Added |
| Ci Investments Inc. | 1,034 | $346.0K | 0.00% | −247−19.3% | Reduced |
| Shelton Capital Management | 1,085 | $363.4K | 0.01% | −73−6.3% | Reduced |
| Significant Wealth Partners LLC | 1,130 | $378.6K | 0.28% | +1,130 | New |
| Vident Advisory, LLC | 1,139 | $381.5K | 0.01% | +1,139 | New |
| Swiss Life Asset Management Ltd | 1,138 | $382.3K | 0.00% | +1,138 | New |
| Twin Tree Management, LP | 1,150 | $385.2K | 0.01% | +1,150 | New |
| State Board of Administration of Florida Retirement System | 1,172 | $392.5K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,312 | $439.4K | 0.00% | −35−2.6% | Reduced |
| CWM Advisors, LLC | 1,328 | $444.8K | 0.05% | +91+7.4% | Added |
| TriaGen Wealth Management LLC | 1,350 | $452.1K | 0.22% | +16+1.2% | Added |
| La Banque Postale Asset Management SA | 1,390 | $465.5K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,419 | $475.3K | 0.01% | −33−2.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,438 | $482.0K | 0.00% | −297−17.1% | Reduced |
| Ade, LLC | 1,488 | $498.4K | 0.35% | 00.0% | Unchanged |