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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 1,311 | $526.5K | 0.01% | −2,775−67.9% | Reduced |
| Concurrent Investment Advisors, LLC | 1,255 | $504.0K | 0.02% | +1,255 | New |
| Paloma Partners Management Co | 1,174 | $471.4K | 0.07% | +1,174 | New |
| Avantax Planning Partners, Inc. | 1,140 | $457.8K | 0.01% | +1,140 | New |
| Veriti Management LLC | 1,102 | $442.5K | 0.03% | +321+41.1% | Added |
| CWM Advisors, LLC | 1,086 | $436.1K | 0.04% | −242−18.2% | Reduced |
| Siemens Fonds Invest GmbH | 1,084 | $435.3K | 0.03% | +1,084 | New |
| Allspring Global Investments Holdings, LLC | 1,070 | $429.7K | 0.00% | +679+173.7% | Added |
| Shelton Capital Management | 1,053 | $422.9K | 0.01% | −32−2.9% | Reduced |
| CIBC World Markets Corp | 1,040 | $417.6K | 0.00% | +333+47.1% | Added |
| Metis Global Partners, LLC | 1,026 | $412.0K | 0.01% | −4−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,024 | $411.2K | 0.00% | −5−0.5% | Reduced |
| Macquarie Group Ltd | 1,445 | $411.0K | 0.00% | +422+41.3% | Added |
| Cerity Partners LLC | 1,012 | $406.4K | 0.00% | +198+24.3% | Added |
| Mariner, LLC | 989 | $397.2K | 0.00% | −778−44.0% | Reduced |
| Winton Group Ltd | 968 | $388.7K | 0.03% | +281+40.9% | Added |
| Ci Investments Inc. | 952 | $382.0K | 0.00% | −82−7.9% | Reduced |
| Raymond James & Associates | 931 | $373.7K | 0.00% | +128+15.9% | Added |
| CTC Alternative Strategies, Ltd. | 912 | $366.2K | 0.23% | −1,388−60.3% | Reduced |
| Armistice Capital, LLC | 909 | $365.0K | 0.01% | +909 | New |
| Alberta Investment Management Corp | 900 | $361.4K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 882 | $354.2K | 0.01% | −123−12.2% | Reduced |
| Profund Advisors LLC | 880 | $353.4K | 0.01% | +120+15.8% | Added |
| Stifel Financial Corp | 872 | $350.2K | 0.00% | +54+6.6% | Added |
| Swiss Life Asset Management Ltd | 863 | $346.6K | 0.00% | −275−24.2% | Reduced |
| Consolidated Planning Corp | 859 | $345.0K | 0.06% | +232+37.0% | Added |
| Baird Financial Group, Inc. | 836 | $335.7K | 0.00% | −13−1.5% | Reduced |
| Standard Life Aberdeen plc | 790 | $317.2K | 0.00% | −153−16.2% | Reduced |
| Balentine LLC | 777 | $312.0K | 0.01% | +18+2.4% | Added |
| Degroof Petercam Asset Management | 777 | $312.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parallel Advisors, LLC | 759 | $304.8K | 0.01% | +49+6.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 757 | $303.8K | 0.00% | +25+3.4% | Added |
| Royal Bank of Canada | 746 | $299.0K | 0.00% | −67−8.2% | Reduced |
| Cynosure Management, LLC | 741 | $297.6K | 0.05% | +741 | New |
| Cetera Investment Advisers | 738 | $296.4K | 0.00% | +738 | New |
| D. E. Shaw & Co., Inc. | 737 | $296.0K | 0.00% | −1,200−62.0% | Reduced |
| Ethic Inc. | 733 | $294.4K | 0.01% | +733 | New |
| CIBC Asset Management Inc | 724 | $290.7K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 706 | $284.0K | 0.01% | +706 | New |
| Johnson Investment Counsel Inc | 700 | $281.1K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 684 | $275.0K | 0.03% | +684 | New |
| Millennium Management LLC | 683 | $274.3K | 0.00% | −46,276−98.5% | Reduced |
| TrinityPoint Wealth, LLC | 680 | $273.2K | 0.05% | +2+0.3% | Added |
| Bessemer Group Inc | 674 | $270.0K | 0.00% | −3−0.4% | Reduced |
| Forum Financial Management, LP | 644 | $258.6K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 602 | $241.7K | 0.00% | +602 | New |
| Virtus Investment Advisers, Inc. | 600 | $240.9K | 0.17% | +600 | New |
| Journey Strategic Wealth LLC | 551 | $221.3K | 0.01% | +551 | New |
| US Bancorp | 550 | $221.0K | 0.00% | −20−3.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 534 | $214.4K | 0.00% | +534 | New |
| Gladstone Institutional Advisory LLC | 515 | $206.8K | 0.01% | +515 | New |
| Avantax Advisory Services, Inc. | 514 | $206.4K | 0.00% | +514 | New |
| Court Place Advisors, LLC | 513 | $206.0K | 0.07% | +513 | New |
| Atria Wealth Solutions, Inc. | 512 | $205.6K | 0.00% | +512 | 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 |
| Benjamin F. Edwards & Company, Inc. | 408 | $164.0K | 0.00% | +408 | New |
| UniSuper Management Pty Ltd | 400 | $160.6K | 0.00% | +200+100.0% | Added |
| Penserra Capital Management LLC | 328 | $131.0K | 0.00% | +120+57.7% | Added |
| JJJ Advisors Inc. | 304 | $122.1K | 0.03% | +69+29.4% | Added |
| Quadrant Capital Group LLC | 303 | $121.7K | 0.01% | −11−3.5% | Reduced |
| Ostrum Asset Management | 297 | $119.3K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 318 | $111.5K | 0.00% | +75+30.9% | Added |
| Global Retirement Partners, LLC | 268 | $107.6K | 0.00% | +2+0.8% | Added |
| Rakuten Investment Management, Inc. | 220 | $88.3K | 0.00% | +202+1,122.2% | Added |
| Central Trust Co | 200 | $80.3K | 0.00% | +200 | New |
| Signaturefd, LLC | 196 | $78.7K | 0.00% | −6−3.0% | Reduced |
| Shell Asset Management Co | 137 | $50.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 101 | $41.1K | 0.00% | −3,898−97.5% | Reduced |
| USA Financial Portformulas Corp | 99 | $39.8K | 0.01% | +99 | New |
| New Covenant Trust Company, N.A. | 96 | $38.6K | 0.04% | +96 | New |
| Fifth Third Bancorp | 94 | $37.7K | 0.00% | +10+11.9% | Added |
| Allworth Financial LP | 81 | $32.5K | 0.00% | −2−2.4% | Reduced |
| JFS Wealth Advisors, LLC | 64 | $25.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| TD Waterhouse Canada Inc. | 53 | $24.2K | 0.00% | +53 | New |
| Whittier Trust Co | 50 | $20.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 49 | $19.7K | 0.00% | +32+188.2% | Added |
| Walleye Capital LLC | 48 | $19.3K | 0.00% | +48 | New |
| GAMMA Investing LLC | 44 | $17.7K | 0.00% | +25+131.6% | Added |
| GWM Advisors LLC | 41 | $16.5K | 0.00% | −7−14.6% | Reduced |
| Farther Finance Advisors, LLC | 37 | $14.9K | 0.00% | −2−5.1% | Reduced |
| Northwest Investment Counselors, LLC | 33 | $13.3K | 0.00% | +33 | New |
| Principal Securities, Inc. | 32 | $12.9K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 28 | $11.2K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $10.0K | 0.00% | −11−30.6% | Reduced |
| EverSource Wealth Advisors, LLC | 26 | $9.95K | 0.00% | +18+225.0% | Added |
| Versant Capital Management, Inc | 18 | $7.23K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 14 | $5.62K | 0.00% | +14 | New |
| Prestige Wealth Management Group LLC | 13 | $5.22K | 0.00% | −17−56.7% | Reduced |
| Farmers & Merchants Investments Inc | 10 | $4.02K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $3.62K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $3.35K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 8 | $3.27K | 0.00% | +8 | New |
| IFP Advisors, Inc | 8 | $3.21K | 0.00% | +6+300.0% | Added |