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, Q1 2024
Institutional positions in Erie Indemnity Co as of Mar 31, 2024. 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
- 317
- +21 vs. Q4 2023
- Shares held
- 16.9M
- +194.1K (+1.2%) vs. Q4 2023
- Total value
- $6.77B
- +$1.18B (+21.1%) vs. Q4 2023
- New holders
- 51
- 106 more added
- Sold out
- 30
- 108 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 0 | $150 | 0.00% | 0 | New |
| Tfo-TDC, LLC | 1 | $402 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $803 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $804 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $1.05K | 0.00% | +1+50.0% | Added |
| Harbour Investments, Inc. | 3 | $1.21K | 0.00% | +2+200.0% | Added |
| Quest Partners LLC | 3 | $1.21K | 0.00% | +3 | New |
| SRS Capital Advisors, Inc. | 4 | $1.61K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4 | $1.61K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Quent Capital, LLC | 5 | $2.09K | 0.00% | −2−28.6% | Reduced |
| Massmutual Trust Co FSB | 6 | $2.41K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 6 | $2.41K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $2.81K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 7 | $2.81K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $2.81K | 0.00% | +2+40.0% | Added |
| CWM, LLC | 7 | $3.00K | 0.00% | +5+250.0% | Added |
| IFP Advisors, Inc | 8 | $3.21K | 0.00% | +6+300.0% | Added |
| Smartleaf Asset Management LLC | 8 | $3.27K | 0.00% | +8 | New |
| Sachetta, LLC | 10 | $3.35K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $3.62K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 10 | $4.02K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $5.22K | 0.00% | −17−56.7% | Reduced |
| Atlas Capital Advisors LLC | 14 | $5.62K | 0.00% | +14 | New |
| Versant Capital Management, Inc | 18 | $7.23K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 26 | $9.95K | 0.00% | +18+225.0% | Added |
| Larson Financial Group LLC | 25 | $10.0K | 0.00% | −11−30.6% | Reduced |
| LGT Financial Advisors LLC | 28 | $11.2K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 32 | $12.9K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 33 | $13.3K | 0.00% | +33 | New |
| Farther Finance Advisors, LLC | 37 | $14.9K | 0.00% | −2−5.1% | Reduced |
| GWM Advisors LLC | 41 | $16.5K | 0.00% | −7−14.6% | Reduced |
| GAMMA Investing LLC | 44 | $17.7K | 0.00% | +25+131.6% | Added |
| Walleye Capital LLC | 48 | $19.3K | 0.00% | +48 | New |
| Ronald Blue Trust, Inc. | 49 | $19.7K | 0.00% | +32+188.2% | Added |
| Whittier Trust Co | 50 | $20.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 53 | $24.2K | 0.00% | +53 | New |
| Thompson Investment Management, Inc. | 64 | $25.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 64 | $25.7K | 0.00% | +45+236.8% | Added |
| Rise Advisors, LLC | 64 | $25.7K | 0.01% | +64 | New |
| JFS Wealth Advisors, LLC | 64 | $25.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 81 | $32.5K | 0.00% | −2−2.4% | Reduced |
| Fifth Third Bancorp | 94 | $37.7K | 0.00% | +10+11.9% | Added |
| New Covenant Trust Company, N.A. | 96 | $38.6K | 0.04% | +96 | New |
| USA Financial Portformulas Corp | 99 | $39.8K | 0.01% | +99 | New |
| National Bank of Canada | 101 | $41.1K | 0.00% | −3,898−97.5% | Reduced |
| Shell Asset Management Co | 137 | $50.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 196 | $78.7K | 0.00% | −6−3.0% | Reduced |
| Central Trust Co | 200 | $80.3K | 0.00% | +200 | New |
| Rakuten Investment Management, Inc. | 220 | $88.3K | 0.00% | +202+1,122.2% | Added |
| Global Retirement Partners, LLC | 268 | $107.6K | 0.00% | +2+0.8% | Added |
| Federation des caisses Desjardins du Quebec | 318 | $111.5K | 0.00% | +75+30.9% | Added |
| Ostrum Asset Management | 297 | $119.3K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 303 | $121.7K | 0.01% | −11−3.5% | Reduced |
| JJJ Advisors Inc. | 304 | $122.1K | 0.03% | +69+29.4% | Added |
| Penserra Capital Management LLC | 328 | $131.0K | 0.00% | +120+57.7% | Added |
| UniSuper Management Pty Ltd | 400 | $160.6K | 0.00% | +200+100.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 408 | $164.0K | 0.00% | +408 | New |
| Bailard, Inc. | 500 | $200.8K | 0.01% | +500 | New |
| Godshalk Welsh Capital Management, Inc. | 500 | $200.8K | 0.14% | +500 | New |
| Bill Few Associates, Inc. | 500 | $200.8K | 0.08% | +500 | New |
| Atria Wealth Solutions, Inc. | 512 | $205.6K | 0.00% | +512 | New |
| Court Place Advisors, LLC | 513 | $206.0K | 0.07% | +513 | New |
| Avantax Advisory Services, Inc. | 514 | $206.4K | 0.00% | +514 | New |
| Gladstone Institutional Advisory LLC | 515 | $206.8K | 0.01% | +515 | New |
| B. Metzler seel. Sohn & Co. AG | 534 | $214.4K | 0.00% | +534 | New |
| US Bancorp | 550 | $221.0K | 0.00% | −20−3.5% | Reduced |
| Journey Strategic Wealth LLC | 551 | $221.3K | 0.01% | +551 | New |
| Virtus Investment Advisers, Inc. | 600 | $240.9K | 0.17% | +600 | New |
| Cubist Systematic Strategies, LLC | 602 | $241.7K | 0.00% | +602 | New |
| Forum Financial Management, LP | 644 | $258.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 674 | $270.0K | 0.00% | −3−0.4% | Reduced |
| TrinityPoint Wealth, LLC | 680 | $273.2K | 0.05% | +2+0.3% | Added |
| Millennium Management LLC | 683 | $274.3K | 0.00% | −46,276−98.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 684 | $275.0K | 0.03% | +684 | New |
| Johnson Investment Counsel Inc | 700 | $281.1K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 706 | $284.0K | 0.01% | +706 | New |
| CIBC Asset Management Inc | 724 | $290.7K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 733 | $294.4K | 0.01% | +733 | New |
| D. E. Shaw & Co., Inc. | 737 | $296.0K | 0.00% | −1,200−62.0% | Reduced |
| Cetera Investment Advisers | 738 | $296.4K | 0.00% | +738 | New |
| Cynosure Management, LLC | 741 | $297.6K | 0.05% | +741 | New |
| Royal Bank of Canada | 746 | $299.0K | 0.00% | −67−8.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 757 | $303.8K | 0.00% | +25+3.4% | Added |
| Parallel Advisors, LLC | 759 | $304.8K | 0.01% | +49+6.9% | Added |
| Williams Jones Wealth Management, LLC. | 770 | $309.2K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 770 | $309.2K | 0.31% | +474+160.1% | Added |
| Degroof Petercam Asset Management | 777 | $312.0K | 0.00% | 00.0% | Unchanged |
| Balentine LLC | 777 | $312.0K | 0.01% | +18+2.4% | Added |
| Standard Life Aberdeen plc | 790 | $317.2K | 0.00% | −153−16.2% | Reduced |
| Baird Financial Group, Inc. | 836 | $335.7K | 0.00% | −13−1.5% | Reduced |
| Consolidated Planning Corp | 859 | $345.0K | 0.06% | +232+37.0% | Added |
| Swiss Life Asset Management Ltd | 863 | $346.6K | 0.00% | −275−24.2% | Reduced |
| Stifel Financial Corp | 872 | $350.2K | 0.00% | +54+6.6% | Added |
| Profund Advisors LLC | 880 | $353.4K | 0.01% | +120+15.8% | Added |
| Advisors Asset Management, Inc. | 882 | $354.2K | 0.01% | −123−12.2% | Reduced |
| Alberta Investment Management Corp | 900 | $361.4K | 0.00% | 00.0% | Unchanged |
| Armistice Capital, LLC | 909 | $365.0K | 0.01% | +909 | New |
| CTC Alternative Strategies, Ltd. | 912 | $366.2K | 0.23% | −1,388−60.3% | Reduced |
| Raymond James & Associates | 931 | $373.7K | 0.00% | +128+15.9% | Added |