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 2024
Institutional positions in Erie Indemnity Co as of Dec 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
- 398
- +35 vs. Q3 2024
- Shares held
- 17.3M
- +235.8K (+1.4%) vs. Q3 2024
- Total value
- $7.12B
- −$1.91B (−21.1%) vs. Q3 2024
- New holders
- 82
- 147 more added
- Sold out
- 47
- 119 more reduced
8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $412 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 1 | $412 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $412 | 0.00% | +1 | New |
| HHM Wealth Advisors, LLC | 1 | $413 | 0.00% | +1 | New |
| Harbour Investments, Inc. | 2 | $824 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $824 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $824 | 0.00% | +2 | New |
| First Horizon Advisors, Inc. | 2 | $824 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $825 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $1.65K | 0.00% | −4−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 4 | $1.65K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5 | $2.06K | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 5 | $2.06K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 6 | $2.42K | 0.00% | +6 | New |
| CIBC Private Wealth Group, LLC | 7 | $2.81K | 0.00% | +7 | New |
| Lindbrook Capital, LLC | 7 | $2.89K | 0.00% | −1−12.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $2.89K | 0.00% | −1−12.5% | Reduced |
| Skopos Labs, Inc. | 7 | $2.89K | 0.00% | +7 | New |
| Decker Retirement Planning Inc. | 7 | $2.89K | 0.00% | +7 | New |
| Quent Capital, LLC | 7 | $2.99K | 0.00% | +1+16.7% | Added |
| SBI Securities Co., Ltd. | 8 | $3.30K | 0.00% | +8 | New |
| Whipplewood Advisors, LLC | 8 | $3.30K | 0.00% | +8 | New |
| CVA Family Office, LLC | 9 | $3.71K | 0.00% | −1−10.0% | Reduced |
| Massmutual Trust Co FSB | 10 | $4.12K | 0.00% | +3+42.9% | Added |
| Northwestern Mutual Wealth Management Co | 10 | $4.12K | 0.00% | +10 | New |
| Umb Bank N A | 11 | $4.53K | 0.00% | +8+266.7% | Added |
| Quest Partners LLC | 13 | $5.36K | 0.00% | +12+1,200.0% | Added |
| IFP Advisors, Inc | 14 | $5.77K | 0.00% | +3+27.3% | Added |
| Hemington Wealth Management | 17 | $7.00K | 0.00% | +2+13.3% | Added |
| WPG Advisers, LLC | 18 | $7.42K | 0.01% | +18 | New |
| Farmers & Merchants Investments Inc | 20 | $8.24K | 0.00% | +10+100.0% | Added |
| Principal Securities, Inc. | 21 | $8.75K | 0.00% | −2−8.7% | Reduced |
| Larson Financial Group LLC | 25 | $10.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 26 | $10.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 27 | $11.1K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 28 | $11.5K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 30 | $12.4K | 0.00% | +6+25.0% | Added |
| Ossiam | 30 | $12.4K | 0.00% | +7+30.4% | Added |
| Y.D. More Investments Ltd | 31 | $12.8K | 0.00% | +16+106.7% | Added |
| DT Investment Partners, LLC | 33 | $13.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 38 | $15.7K | 0.00% | +20+111.1% | Added |
| Farther Finance Advisors, LLC | 38 | $15.7K | 0.00% | +2+5.6% | Added |
| CWM, LLC | 40 | $16.0K | 0.00% | +27+207.7% | Added |
| GWM Advisors LLC | 40 | $16.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 50 | $20.6K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 64 | $26.0K | 0.00% | +61+2,033.3% | Added |
| Thompson Investment Management, Inc. | 64 | $26.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 65 | $26.6K | 0.01% | +1+1.6% | Added |
| Optiver Holding B.V. | 74 | $30.5K | 0.00% | +74 | New |
| Allworth Financial LP | 84 | $31.7K | 0.00% | +3+3.7% | Added |
| Shell Asset Management Co | 84 | $35.0K | 0.00% | −53−38.7% | Reduced |
| ORG Partners LLC | 90 | $37.1K | 0.01% | +90 | New |
| Fifth Third Bancorp | 104 | $42.9K | 0.00% | +58+126.1% | Added |
| Venturi Wealth Management, LLC | 139 | $57.3K | 0.00% | +128+1,163.6% | Added |
| Signaturefd, LLC | 183 | $75.4K | 0.00% | −21−10.3% | Reduced |
| Central Trust Co | 200 | $82.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 227 | $93.6K | 0.00% | +40+21.4% | Added |
| Walleye Capital LLC | 247 | $101.8K | 0.00% | +247 | New |
| Ameritas Investment Partners, Inc. | 253 | $104.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 258 | $106.4K | 0.00% | −4−1.5% | Reduced |
| Advisors Asset Management, Inc. | 261 | $107.6K | 0.00% | −211−44.7% | Reduced |
| Ostrum Asset Management | 270 | $111.3K | 0.01% | −9−3.2% | Reduced |
| GAMMA Investing LLC | 270 | $111.3K | 0.01% | +137+103.0% | Added |
| Capital A Wealth Management, LLC | 300 | $123.7K | 0.21% | +300 | New |
| Horizon Investments, LLC | 337 | $138.5K | 0.00% | −1−0.3% | Reduced |
| MUFG Securities Americas Inc. | 368 | $151.7K | 0.02% | +368 | New |
| Quadrant Capital Group LLC | 370 | $152.5K | 0.01% | −15−3.9% | Reduced |
| Canada Post Corp Registered Pension Plan | 400 | $164.9K | 0.01% | +400 | New |
| Bayforest Capital Ltd | 432 | $178.1K | 0.22% | +432 | New |
| Integrated Capital Management, Inc. | 486 | $200.5K | 0.16% | +1+0.2% | Added |
| Federation des caisses Desjardins du Quebec | 494 | $203.5K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 494 | $203.6K | 0.06% | 00.0% | Unchanged |
| Jump Financial, LLC | 499 | $205.7K | 0.00% | −1,712−77.4% | Reduced |
| Bailard, Inc. | 500 | $206.1K | 0.01% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 500 | $206.1K | 0.13% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 500 | $206.1K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 500 | $206.1K | 0.14% | +500 | New |
| Avantax Planning Partners, Inc. | 502 | $206.9K | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 510 | $210.2K | 0.00% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 513 | $211.5K | 0.07% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 514 | $211.9K | 0.00% | −254−33.1% | Reduced |
| Great Diamond Partners, LLC | 515 | $212.3K | 0.05% | −601−53.9% | Reduced |
| Avantax Advisory Services, Inc. | 519 | $213.9K | 0.00% | −2−0.4% | Reduced |
| V-Square Quantitative Management LLC | 530 | $218.5K | 0.03% | +101+23.5% | Added |
| Gladstone Institutional Advisory LLC | 545 | $224.7K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 559 | $230.4K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 600 | $247.3K | 0.00% | +600 | New |
| AXA S.A. | 605 | $249.4K | 0.00% | +153+33.8% | Added |
| Trust Asset Management LLC | 607 | $250.2K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 623 | $256.8K | 0.00% | +135+27.7% | Added |
| CWM Advisors, LLC | 627 | $258.5K | 0.03% | +101+19.2% | Added |
| Forum Financial Management, LP | 646 | $266.3K | 0.00% | 00.0% | Unchanged |
| Scientech Research LLC | 652 | $268.8K | 0.08% | +652 | New |
| JFS Wealth Advisors, LLC | 655 | $270.0K | 0.02% | −3−0.5% | Reduced |
| US Bancorp | 656 | $270.4K | 0.00% | +35+5.6% | Added |
| RiverFront Investment Group, LLC | 668 | $275.4K | 0.01% | +668 | New |
| Bessemer Group Inc | 672 | $277.0K | 0.00% | −7−1.0% | Reduced |
| Cetera Investment Advisers | 678 | $279.5K | 0.00% | −26−3.7% | Reduced |
| Baird Financial Group, Inc. | 685 | $282.4K | 0.00% | −40−5.5% | Reduced |