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, Q3 2024
Institutional positions in Erie Indemnity Co as of Sep 30, 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
- 371
- +67 vs. Q2 2024
- Shares held
- 17.1M
- +2.80M (+19.6%) vs. Q2 2024
- Total value
- $9.05B
- +$3.87B (+74.8%) vs. Q2 2024
- New holders
- 90
- 118 more added
- Sold out
- 23
- 123 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Inceptionr LLC | 1,514 | $817.3K | 0.20% | +399+35.8% | Added |
| Ade, LLC | 1,488 | $803.3K | 0.49% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,480 | $799.0K | 0.00% | +48+3.4% | Added |
| Colonial River Wealth Management, LLC | 1,468 | $792.5K | 0.39% | +1,468 | New |
| Axxcess Wealth Management, LLC | 1,464 | $790.3K | 0.02% | +1,464 | New |
| Tower Research Capital LLC (TRC) | 1,423 | $768.2K | 0.02% | −385−21.3% | Reduced |
| Rakuten Investment Management, Inc. | 1,422 | $766.5K | 0.00% | +1,073+307.4% | Added |
| Ballentine Partners, LLC | 1,418 | $765.5K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 1,416 | $764.4K | 0.00% | −5−0.4% | Reduced |
| Louisiana State Employees Retirement System | 1,400 | $755.7K | 0.01% | −5,700−80.3% | Reduced |
| Securian Asset Management, Inc | 1,379 | $744.4K | 0.02% | −610−30.7% | Reduced |
| Captrust Financial Advisors | 1,377 | $743.5K | 0.00% | −93−6.3% | Reduced |
| Siemens Fonds Invest GmbH | 1,369 | $739.0K | 0.06% | +285+26.3% | Added |
| Mariner, LLC | 1,325 | $715.4K | 0.00% | −53−3.8% | Reduced |
| TriaGen Wealth Management LLC | 1,309 | $706.6K | 0.24% | −7−0.5% | Reduced |
| Econ Financial Services Corp | 1,300 | $701.8K | 0.39% | −1,257−49.2% | Reduced |
| Formidable Asset Management, LLC | 1,282 | $692.0K | 0.11% | −694−35.1% | Reduced |
| Oppenheimer & Co Inc | 1,271 | $686.1K | 0.01% | +1,271 | New |
| Macquarie Group Ltd | 1,266 | $683.4K | 0.00% | +380+42.9% | Added |
| ING Groep NV | 1,257 | $678.6K | 0.00% | +1,257 | New |
| New Mexico Educational Retirement Board | 1,200 | $648.0K | 0.02% | −3,900−76.5% | Reduced |
| Lighthouse Investment Partners, LLC | 1,200 | $647.8K | 0.03% | +1,200 | New |
| Seven Eight Capital, LP | 1,177 | $635.4K | 0.06% | +1,177 | New |
| State Board of Administration of Florida Retirement System | 1,172 | $632.7K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,126 | $607.8K | 0.00% | +1,111+7,406.7% | Added |
| Great Diamond Partners, LLC | 1,116 | $602.4K | 0.15% | +1,116 | New |
| Bridgewater Associates, LP | 1,103 | $595.4K | 0.00% | −1,686−60.5% | Reduced |
| Cerity Partners LLC | 1,058 | $571.2K | 0.00% | +101+10.6% | Added |
| International Assets Investment Management, LLC | 308,237 | $571.0K | 0.00% | +308,237 | New |
| Ontario Teachers Pension Plan Board | 1,011 | $545.8K | 0.00% | −1,205−54.4% | Reduced |
| Veriti Management LLC | 991 | $535.0K | 0.03% | −222−18.3% | Reduced |
| Quantinno Capital Management LP | 987 | $533.0K | 0.01% | +209+26.9% | Added |
| Mitchell Sinkler & Starr | 985 | $531.7K | 0.13% | +435+79.1% | Added |
| Thrivent Financial for Lutherans | 979 | $528.0K | 0.00% | −5,047−83.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 972 | $524.7K | 0.00% | +972 | New |
| AE Wealth Management LLC | 959 | $517.8K | 0.00% | +959 | New |
| Raymond James & Associates | 940 | $507.4K | 0.00% | +3+0.3% | Added |
| Panagora Asset Management Inc | 922 | $497.7K | 0.00% | +1+0.1% | Added |
| Crossmark Global Holdings, Inc. | 913 | $493.0K | 0.01% | −510−35.8% | Reduced |
| CNB Bank | 907 | $489.6K | 0.23% | −428−32.1% | Reduced |
| Norinchukin Bank, The | 899 | $485.3K | 0.01% | +899 | New |
| Omers Administration Corp | 880 | $475.0K | 0.00% | −1,200−57.7% | Reduced |
| Atria Investments LLC | 879 | $474.3K | 0.01% | +91+11.5% | Added |
| Investment Management Corp of Ontario | 810 | $437.3K | 0.01% | +200+32.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 790 | $426.5K | 0.01% | −4,777−85.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 770 | $415.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 768 | $414.6K | 0.01% | −1−0.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 768 | $414.1K | 0.00% | +768 | New |
| Meiji Yasuda Asset Management Co Ltd. | 741 | $400.0K | 0.02% | −612−45.2% | Reduced |
| Two Sigma Securities, LLC | 738 | $398.4K | 0.03% | +738 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 738 | $398.4K | 0.03% | +738 | New |
| Baird Financial Group, Inc. | 725 | $391.4K | 0.00% | −11−1.5% | Reduced |
| Ci Investments Inc. | 720 | $389.0K | 0.00% | +55+8.3% | Added |
| Cetera Investment Advisers | 704 | $380.0K | 0.00% | +11+1.6% | Added |
| Johnson Investment Counsel Inc | 700 | $377.9K | 0.00% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 700 | $377.9K | 0.02% | +700 | New |
| TrinityPoint Wealth, LLC | 685 | $369.7K | 0.05% | +2+0.3% | Added |
| Bessemer Group Inc | 679 | $366.0K | 0.00% | +5+0.7% | Added |
| Cynosure Management, LLC | 677 | $365.5K | 0.05% | −379−35.9% | Reduced |
| Squarepoint Ops LLC | 671 | $362.2K | 0.00% | −1,849−73.4% | Reduced |
| JFS Wealth Advisors, LLC | 658 | $355.2K | 0.02% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 654 | $353.2K | 0.01% | +88+15.5% | Added |
| Forum Financial Management, LP | 646 | $348.7K | 0.01% | +1+0.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 640 | $345.3K | 0.00% | −141−18.1% | Reduced |
| Guggenheim Capital LLC | 633 | $341.7K | 0.00% | −368−36.8% | Reduced |
| US Bancorp | 621 | $335.2K | 0.00% | +77+14.2% | Added |
| Trust Asset Management LLC | 607 | $327.7K | 0.03% | +607 | New |
| Qube Research & Technologies Ltd | 603 | $325.5K | 0.00% | −12,965−95.6% | Reduced |
| GTS Securities LLC | 602 | $325.0K | 0.01% | +602 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 597 | $322.0K | 0.01% | +110+22.6% | Added |
| MBB Public Markets I LLC | 588 | $317.4K | 0.03% | −1,247−68.0% | Reduced |
| Centiva Capital, LP | 568 | $306.6K | 0.01% | +568 | New |
| B. Metzler seel. Sohn & Co. AG | 559 | $301.8K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 559 | $301.8K | 0.00% | +559 | New |
| Campbell & CO Investment Adviser LLC | 557 | $300.7K | 0.02% | −4,025−87.8% | Reduced |
| Brinker Capital Investments, LLC | 547 | $295.2K | 0.00% | +547 | New |
| Orion Portfolio Solutions, LLC | 547 | $295.2K | 0.00% | +547 | New |
| Ethic Inc. | 733 | $294.4K | 0.01% | −193−20.8% | Reduced |
| Gladstone Institutional Advisory LLC | 545 | $294.2K | 0.01% | +545 | New |
| CWM Advisors, LLC | 526 | $283.9K | 0.03% | −205−28.0% | Reduced |
| Avantax Advisory Services, Inc. | 521 | $281.0K | 0.00% | +521 | New |
| Court Place Advisors, LLC | 513 | $276.9K | 0.08% | +513 | New |
| Prudential PLC | 510 | $275.3K | 0.00% | −15,067−96.7% | Reduced |
| Avantax Planning Partners, Inc. | 502 | $271.0K | 0.01% | −742−59.6% | Reduced |
| Bailard, Inc. | 500 | $269.9K | 0.01% | +500 | New |
| Godshalk Welsh Capital Management, Inc. | 500 | $269.9K | 0.17% | +500 | New |
| Atria Wealth Solutions, Inc. | 500 | $269.9K | 0.00% | +500 | New |
| Wellington Shields & Co., LLC | 494 | $266.7K | 0.08% | +494 | New |
| Federation des caisses Desjardins du Quebec | 494 | $266.5K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 488 | $263.4K | 0.01% | +488 | New |
| Integrated Capital Management, Inc. | 485 | $261.8K | 0.20% | +485 | New |
| Advisors Asset Management, Inc. | 472 | $254.8K | 0.00% | −207−30.5% | Reduced |
| Bleakley Financial Group, LLC | 468 | $252.6K | 0.01% | +468 | New |
| Laidlaw Wealth Management LLC | 466 | $251.6K | 0.12% | +466 | New |
| AXA S.A. | 452 | $244.0K | 0.00% | +452 | New |
| Cozad Asset Management Inc | 448 | $241.8K | 0.02% | +448 | New |
| Bill Few Associates, Inc. | 430 | $232.1K | 0.08% | +430 | New |
| V-Square Quantitative Management LLC | 429 | $231.6K | 0.03% | +429 | New |
| Wetherby Asset Management Inc | 417 | $225.1K | 0.01% | +417 | New |
| Empowered Funds, LLC | 417 | $225.1K | 0.00% | +417 | New |