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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 1,495 | $500.7K | 0.00% | −59−3.8% | Reduced |
| Daiwa Securities Group Inc. | 1,619 | $542.0K | 0.00% | +100+6.6% | Added |
| LPL Financial LLC | 1,620 | $542.7K | 0.00% | +194+13.6% | Added |
| Jefferies Financial Group Inc. | 1,663 | $557.0K | 0.01% | +266+19.0% | Added |
| Crossmark Global Holdings, Inc. | 1,712 | $573.0K | 0.01% | −218−11.3% | Reduced |
| Commonwealth Equity Services, LLC | 1,717 | $575.0K | 0.00% | +1+0.1% | Added |
| Captrust Financial Advisors | 1,753 | $587.2K | 0.00% | +11+0.6% | Added |
| Janus Henderson Group PLC | 1,753 | $587.4K | 0.00% | −20−1.1% | Reduced |
| CNB Bank | 1,763 | $590.5K | 0.32% | −442−20.0% | Reduced |
| Mariner, LLC | 1,767 | $591.8K | 0.00% | −337−16.0% | Reduced |
| Simplex Trading, LLC | 1,769 | $592.0K | 0.02% | +1,769 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 1,812 | $606.9K | 0.00% | +585+47.7% | Added |
| HighTower Advisors, LLC | 1,822 | $611.0K | 0.00% | +424+30.3% | Added |
| O'Shaughnessy Asset Management, LLC | 1,848 | $618.9K | 0.01% | +19+1.0% | Added |
| Wellington Management Group LLP | 1,905 | $638.0K | 0.00% | +40+2.1% | Added |
| Formidable Asset Management, LLC | 1,906 | $638.4K | 0.14% | −865−31.2% | Reduced |
| D. E. Shaw & Co., Inc. | 1,937 | $648.7K | 0.00% | +1,000+106.7% | Added |
| Keybank National Association | 2,014 | $674.5K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,025 | $678.2K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 2,075 | $695.0K | 0.02% | −764−26.9% | Reduced |
| Securian Asset Management, Inc | 2,112 | $707.4K | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 2,127 | $712.4K | 0.01% | 00.0% | Unchanged |
| Nordea Investment Management AB | 2,133 | $712.8K | 0.00% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 2,135 | $715.0K | 0.02% | −307−12.6% | Reduced |
| Prudential PLC | 2,169 | $726.4K | 0.01% | −4−0.2% | Reduced |
| Laraway Financial Inc | 2,190 | $733.5K | 0.70% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,261 | $757.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,279 | $763.2K | 0.00% | +304+15.4% | Added |
| CTC Alternative Strategies, Ltd. | 2,300 | $770.3K | 1.60% | +2,300 | New |
| KBC Group NV | 2,444 | $818.0K | 0.00% | +51+2.1% | Added |
| Federated Hermes, Inc. | 2,469 | $826.9K | 0.00% | −276−10.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,539 | $850.0K | 0.00% | +11+0.4% | Added |
| Pennsylvania Capital Management Inc | 2,550 | $854.0K | 0.34% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,706 | $891.0K | 0.00% | −228−7.8% | Reduced |
| State of Alaska, Department of Revenue | 2,695 | $902.0K | 0.01% | −260−8.8% | Reduced |
| Huntington National Bank | 2,710 | $907.6K | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 2,729 | $914.0K | 0.00% | +399+17.1% | Added |
| Econ Financial Services Corp | 2,771 | $928.1K | 0.65% | −163−5.6% | Reduced |
| Wells Fargo & Company | 2,912 | $975.2K | 0.00% | −445−13.3% | Reduced |
| British Columbia Investment Management Corp | 2,922 | $978.6K | 0.01% | +627+27.3% | Added |
| Courier Capital LLC | 3,000 | $1.00M | 0.08% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,008 | $1.01M | 0.01% | +10+0.3% | Added |
| Nissay Asset Management Corp | 3,016 | $1.01M | 0.01% | +83+2.8% | Added |
| Jump Financial, LLC | 3,100 | $1.04M | 0.03% | −4,630−59.9% | Reduced |
| Public Employees Retirement Association of Colorado | 3,207 | $1.07M | 0.00% | −383−10.7% | Reduced |
| SEI Investments Co | 3,238 | $1.08M | 0.00% | −3,451−51.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,347 | $1.12M | 0.05% | +66+2.0% | Added |
| Public Sector Pension Investment Board | 3,392 | $1.14M | 0.01% | +227+7.2% | Added |
| Prudential Financial Inc | 3,393 | $1.14M | 0.00% | +2,425+250.5% | Added |
| Achmea Investment Management B.V. | 3,459 | $1.16M | 0.02% | −6,510−65.3% | Reduced |
| TD Asset Management Inc | 3,554 | $1.19M | 0.00% | +1,081+43.7% | Added |
| Renaissance Technologies LLC | 3,571 | $1.20M | 0.00% | −85,500−96.0% | Reduced |
| Panagora Asset Management Inc | 3,631 | $1.22M | 0.01% | −734−16.8% | Reduced |
| Vestcor Inc | 3,691 | $1.24M | 0.04% | −11−0.3% | Reduced |
| Pacer Advisors, Inc. | 3,693 | $1.24M | 0.00% | +1,593+75.9% | Added |
| TrimTabs Asset Management, LLC | 3,748 | $1.26M | 0.36% | +526+16.3% | Added |
| Qube Research & Technologies Ltd | 3,770 | $1.26M | 0.00% | −15,286−80.2% | Reduced |
| Citadel Advisors LLC | 3,812 | $1.28M | 0.00% | +1,097+40.4% | Added |
| Mitchell Sinkler & Starr | 3,868 | $1.30M | 0.24% | +3,118+415.7% | Added |
| Blair William & Co | 3,899 | $1.31M | 0.00% | +10.0% | Added |
| Arden Trust Co | 3,900 | $1.31M | 0.19% | +362+10.2% | Added |
| SG Americas Securities, LLC | 3,931 | $1.32M | 0.01% | −242−5.8% | Reduced |
| National Bank of Canada | 3,999 | $1.34M | 0.00% | +10+0.3% | Added |
| Tredje AP-fonden | 4,022 | $1.35M | 0.02% | −174−4.1% | Reduced |
| Tower Research Capital LLC (TRC) | 4,086 | $1.37M | 0.02% | +1,527+59.7% | Added |
| Van Eck Associates Corp | 4,142 | $1.39M | 0.00% | +389+10.4% | Added |
| Culbertson A N & Co Inc | 4,144 | $1.39M | 0.26% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,213 | $1.41M | 0.03% | +875+26.2% | Added |
| Toronto Dominion Bank | 4,299 | $1.44M | 0.00% | −1,543−26.4% | Reduced |
| Squarepoint Ops LLC | 4,333 | $1.45M | 0.01% | −2,767−39.0% | Reduced |
| MAI Capital Management | 4,354 | $1.46M | 0.02% | +3,440+376.4% | Added |
| Korea Investment CORP | 4,439 | $1.49M | 0.00% | +630+16.5% | Added |
| McMahon Financial Advisors, LLC | 4,479 | $1.50M | 0.42% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 4,565 | $1.53M | 0.24% | −50−1.1% | Reduced |
| Bank of Montreal | 4,584 | $1.54M | 0.00% | +352+8.3% | Added |
| Bishop & Co Investment Management, LLC | 4,735 | $1.59M | 0.67% | +4,735 | Added |
| Storebrand Asset Management AS | 4,760 | $1.59M | 0.01% | −188−3.8% | Reduced |
| State of Tennessee, Treasury Department | 4,800 | $1.61M | 0.01% | +4,800 | New |
| Illinois Municipal Retirement Fund | 4,832 | $1.62M | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,860 | $1.63M | 0.01% | +1,015+26.4% | Added |
| Pathstone Holdings, LLC | 4,916 | $1.65M | 0.01% | +4,916 | New |
| Skandinaviska Enskilda Banken AB (publ) | 4,962 | $1.66M | 0.01% | −93−1.8% | Reduced |
| Canada Pension Plan Investment Board | 5,000 | $1.67M | 0.00% | +5,000 | New |
| New Mexico Educational Retirement Board | 5,100 | $1.71M | 0.07% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 5,143 | $1.72M | 0.08% | +5,141+257,050.0% | Added |
| Estate Counselors, LLC | 5,270 | $1.77M | 0.22% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 5,465 | $1.83M | 0.01% | +1,500+37.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,504 | $1.84M | 0.01% | +453+9.0% | Added |
| Ameritas Investment Partners, Inc. | 5,507 | $1.84M | 0.07% | −87−1.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,549 | $1.86M | 0.05% | +17+0.3% | Added |
| American Century Companies Inc | 5,557 | $1.86M | 0.00% | −1,433−20.5% | Reduced |
| Kestra Advisory Services, LLC | 5,563 | $1.86M | 0.02% | +9+0.2% | Added |
| Ontario Teachers Pension Plan Board | 5,840 | $1.96M | 0.02% | −869−13.0% | Reduced |
| Thrivent Financial for Lutherans | 6,231 | $2.09M | 0.00% | −14−0.2% | Reduced |
| Nomura Asset Management Co Ltd | 6,430 | $2.15M | 0.01% | +800+14.2% | Added |
| State of Michigan Retirement System | 6,432 | $2.15M | 0.01% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 6,535 | $2.19M | 0.10% | −104−1.6% | Reduced |
| Arizona State Retirement System | 6,982 | $2.34M | 0.02% | +52+0.8% | Added |
| Louisiana State Employees Retirement System | 7,000 | $2.34M | 0.05% | −100−1.4% | Reduced |
| Worldquant Millennium Advisors LLC | 7,221 | $2.42M | 0.03% | −1,096−13.2% | Reduced |