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 2025
Institutional positions in Erie Indemnity Co as of Mar 31, 2025. 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
- 414
- +19 vs. Q4 2024
- Shares held
- 19.9M
- +2.58M (+15.0%) vs. Q4 2024
- Total value
- $8.32B
- +$1.20B (+16.9%) vs. Q4 2024
- New holders
- 69
- 133 more added
- Sold out
- 50
- 147 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Investment Management Corp of Ontario | 710 | $297.5K | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 700 | $293.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 689 | $288.7K | 0.00% | +33+5.0% | Added |
| CX Institutional | 672 | $282.0K | 0.01% | +672 | New |
| RiverFront Investment Group, LLC | 668 | $279.9K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 663 | $278.0K | 0.00% | −9−1.3% | Reduced |
| Entropy Technologies, LP | 627 | $262.7K | 0.03% | −2,100−77.0% | Reduced |
| Farringdon Capital, Ltd. | 605 | $253.5K | 0.13% | +605 | New |
| Exchange Traded Concepts, LLC | 578 | $242.2K | 0.00% | −1,480−71.9% | Reduced |
| United Services Automobile Association | 577 | $237.0K | 0.01% | +577 | New |
| B. Metzler seel. Sohn & Co. AG | 559 | $234.2K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 549 | $230.1K | 0.01% | −717−56.6% | Reduced |
| Brinker Capital Investments, LLC | 542 | $227.1K | 0.00% | −252−31.7% | Reduced |
| Orion Portfolio Solutions, LLC | 542 | $227.1K | 0.00% | −252−31.7% | Reduced |
| Gladstone Institutional Advisory LLC | 540 | $226.3K | 0.01% | −5−0.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 536 | $224.6K | 0.00% | +22+4.3% | Added |
| 111 Capital | 531 | $222.5K | 0.04% | +531 | New |
| V-Square Quantitative Management LLC | 530 | $222.1K | 0.03% | 00.0% | Unchanged |
| BTS Asset Management, Inc. | 522 | $218.8K | 0.25% | +522 | New |
| Avantax Advisory Services, Inc. | 519 | $217.4K | 0.00% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 513 | $215.0K | 0.07% | 00.0% | Unchanged |
| Keybank National Association | 510 | $213.7K | 0.00% | −1,465−74.2% | Reduced |
| Merit Financial Group, LLC | 504 | $211.4K | 0.00% | +504 | New |
| Bailard, Inc. | 500 | $209.5K | 0.01% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 500 | $209.5K | 0.14% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 500 | $209.5K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 500 | $209.5K | 0.16% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 494 | $207.1K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 494 | $207.0K | 0.06% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 488 | $204.5K | 0.16% | +2+0.4% | Added |
| Allstate Corp | 487 | $204.1K | 0.01% | −278−36.3% | Reduced |
| Versor Investments LP | 479 | $200.7K | 0.03% | +479 | New |
| MUFG Securities Americas Inc. | 442 | $185.2K | 0.02% | +74+20.1% | Added |
| New Age Alpha Advisors, LLC | 394 | $165.1K | 0.01% | −1,704−81.2% | Reduced |
| Horizon Investments, LLC | 358 | $149.5K | 0.00% | +21+6.2% | Added |
| Tower Research Capital LLC (TRC) | 351 | $147.1K | 0.00% | −1,051−75.0% | Reduced |
| Ronald Blue Trust, Inc. | 309 | $129.5K | 0.00% | +82+36.1% | Added |
| Capital A Wealth Management, LLC | 300 | $125.7K | 0.13% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 276 | $115.7K | 0.00% | +250+961.5% | Added |
| Ameritas Investment Partners, Inc. | 253 | $106.0K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 251 | $105.2K | 0.01% | −19−7.0% | Reduced |
| GAMMA Investing LLC | 251 | $105.2K | 0.01% | −19−7.0% | Reduced |
| Signaturefd, LLC | 187 | $78.4K | 0.00% | +4+2.2% | Added |
| Smartleaf Asset Management LLC | 153 | $62.8K | 0.01% | +153 | New |
| Boston Private Wealth LLC | 148 | $62.0K | 0.00% | +148 | New |
| ORG Wealth Partners, LLC | 143 | $58.8K | 0.02% | +143 | New |
| ASR Vermogensbeheer N.V. | 116 | $48.6K | 0.00% | +116 | New |
| Coldstream Capital Management Inc | 113 | $47.4K | 0.00% | +113 | New |
| Fifth Third Bancorp | 111 | $46.5K | 0.00% | +7+6.7% | Added |
| Advisors Asset Management, Inc. | 95 | $39.8K | 0.00% | −166−63.6% | Reduced |
| ORG Partners LLC | 279 | $37.0K | 0.01% | +189+210.0% | Added |
| Shell Asset Management Co | 84 | $35.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 82 | $33.5K | 0.00% | −2−2.4% | Reduced |
| Thompson Investment Management, Inc. | 64 | $26.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 59 | $24.7K | 0.00% | +29+96.7% | Added |
| Whittier Trust Co | 50 | $21.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 42 | $18.0K | 0.00% | +42 | New |
| CWM, LLC | 41 | $17.0K | 0.00% | +1+2.5% | Added |
| Nisa Investment Advisors, LLC | 40 | $16.8K | 0.00% | −3,228−98.8% | Reduced |
| GWM Advisors LLC | 40 | $16.8K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 38 | $15.9K | 0.00% | +31+442.9% | Added |
| Mather Group, LLC. | 36 | $15.1K | 0.00% | +36 | New |
| Y.D. More Investments Ltd | 35 | $14.7K | 0.00% | +4+12.9% | Added |
| SRS Capital Advisors, Inc. | 34 | $14.2K | 0.00% | +7+25.9% | Added |
| DT Investment Partners, LLC | 33 | $13.8K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 33 | $13.8K | 0.01% | +33 | New |
| Farther Finance Advisors, LLC | 33 | $13.6K | 0.00% | −5−13.2% | Reduced |
| Wayfinding Financial, LLC | 30 | $12.0K | 0.01% | +30 | New |
| Hemington Wealth Management | 25 | $10.0K | 0.00% | +8+47.1% | Added |
| Brown Brothers Harriman & Co | 22 | $9.22K | 0.00% | +22 | New |
| Principal Securities, Inc. | 21 | $8.75K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 21 | $8.73K | 0.00% | −44−67.7% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $8.38K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 18 | $7.54K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17 | $7.12K | 0.00% | +3+21.4% | Added |
| Massmutual Trust Co FSB | 15 | $6.29K | 0.00% | +5+50.0% | Added |
| Jones Financial Companies LLLP | 15 | $6.16K | 0.00% | +10+200.0% | Added |
| Bryn Mawr Trust Co | 14 | $5.87K | 0.00% | +14 | New |
| Assetmark, Inc | 13 | $5.45K | 0.00% | +11+550.0% | Added |
| CVA Family Office, LLC | 12 | $5.03K | 0.00% | +3+33.3% | Added |
| First Horizon Advisors, Inc. | 11 | $4.61K | 0.00% | +9+450.0% | Added |
| Saudi Central Bank | 10 | $4.19K | 0.02% | +10 | New |
| Private Wealth Management Group, LLC | 9 | $3.77K | 0.00% | +9 | New |
| CIBC Private Wealth Group, LLC | 9 | $3.42K | 0.00% | +2+28.6% | Added |
| Whipplewood Advisors, LLC | 4 | $3.35K | 0.00% | −4−50.0% | Reduced |
| Lindbrook Capital, LLC | 8 | $3.35K | 0.00% | +1+14.3% | Added |
| Harbour Investments, Inc. | 8 | $3.35K | 0.00% | +6+300.0% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $2.93K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 6 | $2.52K | 0.00% | +6 | New |
| SBI Securities Co., Ltd. | 6 | $2.51K | 0.00% | −2−25.0% | Reduced |
| Ameriflex Group, Inc. | 6 | $2.51K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 5 | $2.21K | 0.00% | −2−28.6% | Reduced |
| Bell Investment Advisors, Inc | 5 | $2.10K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 5 | $2.10K | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 4 | $1.68K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $1.68K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $1.68K | 0.00% | +3+300.0% | Added |
| Manchester Capital Management LLC | 3 | $1.26K | 0.00% | +1+50.0% | Added |
| Activest Wealth Management | 3 | $1.26K | 0.00% | +3 | New |
| Clearstead Advisors, LLC | 2 | $839 | 0.00% | +2 | New |