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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 1,419 | $475.3K | 0.01% | −33−2.3% | Reduced |
| La Banque Postale Asset Management SA | 1,390 | $465.5K | 0.01% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 1,350 | $452.1K | 0.22% | +16+1.2% | Added |
| CWM Advisors, LLC | 1,328 | $444.8K | 0.05% | +91+7.4% | Added |
| ProShare Advisors LLC | 1,312 | $439.4K | 0.00% | −35−2.6% | Reduced |
| State Board of Administration of Florida Retirement System | 1,172 | $392.5K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 1,150 | $385.2K | 0.01% | +1,150 | New |
| Swiss Life Asset Management Ltd | 1,138 | $382.3K | 0.00% | +1,138 | New |
| Vident Advisory, LLC | 1,139 | $381.5K | 0.01% | +1,139 | New |
| Significant Wealth Partners LLC | 1,130 | $378.6K | 0.28% | +1,130 | New |
| Shelton Capital Management | 1,085 | $363.4K | 0.01% | −73−6.3% | Reduced |
| Ci Investments Inc. | 1,034 | $346.0K | 0.00% | −247−19.3% | Reduced |
| Metis Global Partners, LLC | 1,030 | $345.0K | 0.01% | +34+3.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,029 | $344.6K | 0.00% | −7−0.7% | Reduced |
| Macquarie Group Ltd | 1,023 | $342.6K | 0.00% | −1,581−60.7% | Reduced |
| Advisors Asset Management, Inc. | 1,005 | $336.6K | 0.01% | −444−30.6% | Reduced |
| AE Wealth Management LLC | 968 | $334.2K | 0.00% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 943 | $315.8K | 0.00% | +63+7.2% | Added |
| 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 |
| Baird Financial Group, Inc. | 849 | $284.3K | 0.00% | −19−2.2% | Reduced |
| Stifel Financial Corp | 818 | $274.0K | 0.00% | −88−9.7% | Reduced |
| Cerity Partners LLC | 814 | $272.3K | 0.00% | +47+6.1% | Added |
| Royal Bank of Canada | 813 | $271.0K | 0.00% | −38−4.5% | Reduced |
| Raymond James & Associates | 803 | $268.8K | 0.00% | +3+0.4% | Added |
| Veriti Management LLC | 781 | $261.6K | 0.02% | +8+1.0% | Added |
| Degroof Petercam Asset Management | 777 | $260.2K | 0.00% | +777 | New |
| Williams Jones Wealth Management, LLC. | 770 | $257.9K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 760 | $254.5K | 0.01% | +760 | New |
| Balentine LLC | 759 | $254.2K | 0.01% | −27−3.4% | Reduced |
| Fifth Lane Capital, LP | 756 | $253.2K | 0.30% | +756 | New |
| Stratos Wealth Advisors, LLC | 734 | $245.9K | 0.01% | +3+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 732 | $245.3K | 0.00% | +45+6.6% | Added |
| CIBC Asset Management Inc | 724 | $242.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 710 | $237.8K | 0.01% | −12−1.7% | Reduced |
| CIBC World Markets Corp | 707 | $236.8K | 0.00% | +707 | New |
| Johnson Investment Counsel Inc | 700 | $234.4K | 0.00% | +700 | New |
| Winton Group Ltd | 687 | $230.1K | 0.02% | +687 | New |
| Bessemer Group Inc | 677 | $227.0K | 0.00% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 678 | $227.0K | 0.04% | +678 | New |
| Virtu Financial LLC | 652 | $218.0K | 0.02% | −1,010−60.8% | Reduced |
| Forum Financial Management, LP | 644 | $215.7K | 0.00% | +644 | New |
| Consolidated Planning Corp | 627 | $210.1K | 0.04% | +627 | New |
| Investment Management Corp of Ontario | 610 | $204.3K | 0.00% | −3,591−85.5% | Reduced |
| Capstone Investment Advisors, LLC | 600 | $201.0K | 0.00% | +600 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 573 | $192.0K | 0.00% | +281+96.2% | Added |
| US Bancorp | 570 | $191.0K | 0.00% | +83+17.0% | Added |
| Ossiam | 430 | $144.0K | 0.00% | −11−2.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 391 | $131.0K | 0.00% | −698−64.1% | Reduced |
| AXS Investments LLC | 330 | $110.5K | 0.03% | +30+10.0% | Added |
| Quadrant Capital Group LLC | 314 | $105.2K | 0.01% | +23+7.9% | Added |
| Desjardins Global Asset Management Inc. | 297 | $99.5K | 0.01% | +55+22.7% | Added |
| Ostrum Asset Management | 297 | $99.5K | 0.01% | −4,163−93.3% | Reduced |
| Gladius Capital Management LP | 296 | $99.1K | 0.06% | +9+3.1% | Added |
| Global Retirement Partners, LLC | 266 | $89.8K | 0.00% | +112+72.7% | Added |
| Federation des caisses Desjardins du Quebec | 243 | $81.4K | 0.00% | −43−15.0% | Reduced |
| JJJ Advisors Inc. | 235 | $78.7K | 0.02% | +20+9.3% | Added |
| Penserra Capital Management LLC | 208 | $69.0K | 0.00% | +208 | New |
| Signaturefd, LLC | 202 | $67.7K | 0.00% | −13−6.0% | Reduced |
| UniSuper Management Pty Ltd | 200 | $67.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 137 | $46.0K | 0.00% | −777−85.0% | Reduced |
| Natixis | 134 | $44.9K | 0.00% | +134 | New |
| Fifth Third Bancorp | 84 | $28.1K | 0.00% | +22+35.5% | Added |
| Allworth Financial LP | 83 | $27.8K | 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 |
| Whittier Trust Co | 50 | $16.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 48 | $16.1K | 0.00% | −124−72.1% | Reduced |
| Tandem Wealth Advisors LLC | 43 | $14.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 39 | $13.1K | 0.00% | +15+62.5% | Added |
| Larson Financial Group LLC | 36 | $12.1K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 32 | $10.7K | 0.00% | +32 | New |
| Prestige Wealth Management Group LLC | 30 | $10.0K | 0.00% | −4−11.8% | Reduced |
| LGT Financial Advisors LLC | 28 | $9.38K | 0.01% | −2−6.7% | Reduced |
| GAMMA Investing LLC | 19 | $6.57K | 0.00% | +19 | New |
| Nisa Investment Advisors, LLC | 19 | $6.36K | 0.00% | −207−91.6% | Reduced |
| Versant Capital Management, Inc | 18 | $6.03K | 0.00% | −5−21.7% | Reduced |
| Rakuten Investment Management, Inc. | 18 | $6.01K | 0.00% | +18 | New |
| Ronald Blue Trust, Inc. | 17 | $5.00K | 0.00% | +14+466.7% | Added |
| Sachetta, LLC | 10 | $3.35K | 0.00% | +10 | New |
| Farmers & Merchants Investments Inc | 10 | $3.35K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $3.02K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 8 | $2.68K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 7 | $2.42K | 0.00% | +2+40.0% | Added |
| Leonteq Securities AG | 7 | $2.35K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $2.35K | 0.00% | +7 | New |
| Lindbrook Capital, LLC | 7 | $2.34K | 0.00% | −1−12.5% | Reduced |
| Massmutual Trust Co FSB | 6 | $2.01K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $1.68K | 0.00% | −1−16.7% | 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 |
| CWM, LLC | 2 | $1.00K | 0.00% | −34−94.4% | 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 |
| PEAK6 Investments LLC | 2 | $629 | 0.00% | −407−99.5% | Reduced |
| Tfo-TDC, LLC | 1 | $335 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $335 | 0.00% | +1 | New |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −45,811−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −20,295−100.0% | Sold out |