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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, Q2 2025

Institutional positions in Erie Indemnity Co as of Jun 30, 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
412
+3 vs. Q1 2025
Shares held
20.3M
+417.7K (+2.1%) vs. Q1 2025
Total value
$7.03B
−$1.29B (−15.5%) vs. Q1 2025
New holders
61
171 more added
Sold out
58
128 more reduced

5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 412 institutions
Q1 2021: 230 institutionsQ2 2021: 215 institutionsQ3 2021: 226 institutionsQ4 2021: 247 institutionsQ1 2022: 249 institutionsQ2 2022: 239 institutionsQ3 2022: 248 institutionsQ4 2022: 286 institutionsQ1 2023: 269 institutionsQ2 2023: 279 institutionsQ3 2023: 303 institutionsQ4 2023: 298 institutionsQ1 2024: 317 institutionsQ2 2024: 310 institutionsQ3 2024: 371 institutionsQ4 2024: 398 institutionsQ1 2025: 414 institutionsQ2 2025: 412 institutionsQ3 2025: 420 institutionsQ4 2025: 423 institutionsQ1 2026: 403 institutionsQ2 2026: 441 institutions
Value heldQ2 2025: $7.03B
Q1 2021: $3.73BQ2 2021: $3.26BQ3 2021: $3.01BQ4 2021: $3.28BQ1 2022: $2.93BQ2 2022: $3.16BQ3 2022: $3.67BQ4 2022: $4.09BQ1 2023: $11.6BQ2 2023: $3.36BQ3 2023: $4.97BQ4 2023: $5.60BQ1 2024: $6.77BQ2 2024: $6.06BQ3 2024: $9.05BQ4 2024: $7.12BQ1 2025: $8.32BQ2 2025: $7.03BQ3 2025: $6.56BQ4 2025: $5.97BQ1 2026: $5.02BQ2 2026: $5.01B
Institutions holding ERIE and their total value by quarter
QuarterHoldersValue
Q2 2026441$5.01B
Q1 2026403$5.02B
Q4 2025423$5.97B
Q3 2025420$6.56B
Q2 2025412$7.03B
Q1 2025414$8.32B
Q4 2024398$7.12B
Q3 2024371$9.05B
Q2 2024310$6.06B
Q1 2024317$6.77B
Q4 2023298$5.60B
Q3 2023303$4.97B
Q2 2023279$3.36B
Q1 2023269$11.6B
Q4 2022286$4.09B
Q3 2022248$3.67B
Q2 2022239$3.16B
Q1 2022249$2.93B
Q4 2021247$3.28B
Q3 2021226$3.01B
Q2 2021215$3.26B
Q1 2021230$3.73B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q1 2025.

Institutions holding ERIE in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth1$00.00%00.0%Unchanged
Dunhill Financial, LLC0$80.00%0Unchanged
Colonial Trust Co1$3400.00%+1New
IFP Advisors, Inc1$3470.00%−16−94.1%Reduced
Rothschild Investment LLC1$3470.00%00.0%Unchanged
Larson Financial Group LLC1$3470.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1$3470.00%+1New
Principia Wealth Advisory, LLC1$3470.00%+1New
Kilter Group LLC1$3470.00%+1New
Bay Harbor Wealth Management, LLC2$6930.00%+1+100.0%Added
SJS Investment Consulting Inc.2$6940.00%−2−50.0%Reduced
Bruce G. Allen Investments, LLC2$6940.00%00.0%Unchanged
Rakuten Securities, Inc.2$6940.00%00.0%Unchanged
Parkworth Wealth Management, Inc.2$6940.00%+1+100.0%Added
MV Capital Management, Inc.2$6940.00%+2New
TFC Financial Management2$6940.00%+2New
Spire Wealth Management2$6940.00%+2New
Rialto Wealth Management, LLC2$6940.00%+2New
Twin Peaks Wealth Advisors, LLC2$7250.00%+2New
Hantz Financial Services, Inc.3$1.00K0.00%+3New
Private Trust Co NA3$1.04K0.00%+3New
Manchester Capital Management LLC3$1.04K0.00%00.0%Unchanged
UMA Financial Services, Inc.3$1.04K0.00%+3New
Prestige Wealth Management Group LLC4$1.39K0.00%00.0%Unchanged
Howard Hughes Medical Institute5$1.73K0.00%+5New
Atlantic Trust, LLC5$1.73K0.00%+5New
GW&K Investment Management, LLC5$2.00K0.00%+4+400.0%Added
Ameriflex Group, Inc.6$2.04K0.00%00.0%Unchanged
SBI Securities Co., Ltd.6$2.08K0.00%00.0%Unchanged
GFG Capital, LLC6$2.08K0.00%+6New
Fortitude Family Office, LLC6$2.08K0.00%+6New
CVA Family Office, LLC7$2.43K0.00%−5−41.7%Reduced
DiNuzzo Private Wealth, Inc.7$2.43K0.00%00.0%Unchanged
South State Corp.7$2.43K0.00%+1+16.7%Added
Bell Investment Advisors, Inc7$2.43K0.00%+2+40.0%Added
Parkside Financial Bank & Trust7$2.43K0.00%+5+250.0%Added
Whipplewood Advisors, LLC8$2.77K0.00%+4+100.0%Added
Harbour Investments, Inc.12$4.16K0.00%+4+50.0%Added
Skopos Labs, Inc.13$4.51K0.00%−25−65.8%Reduced
Assetmark, Inc14$4.86K0.00%+1+7.7%Added
Caitong International Asset Management Co., Ltd14$4.86K0.00%+9+180.0%Added
Versant Capital Management, Inc15$5.20K0.00%+15New
First Horizon Advisors, Inc.16$5.55K0.00%+5+45.5%Added
WPG Advisers, LLC17$5.89K0.00%−1−5.6%Reduced
Clear Street Markets LLC17$5.89K0.00%+17New
Hemington Wealth Management18$6.00K0.00%−7−28.0%Reduced
Private Wealth Management Group, LLC18$6.24K0.00%+9+100.0%Added
Farmers & Merchants Investments Inc19$6.59K0.00%−1−5.0%Reduced
Bayforest Capital Ltd19$6.59K0.00%+19New
CIBC Private Wealth Group, LLC20$6.94K0.00%+11+122.2%Added
Clearstead Advisors, LLC20$6.94K0.00%+18+900.0%Added
Rise Advisors, LLC21$7.24K0.00%00.0%Unchanged
Y.D. More Investments Ltd23$7.83K0.00%−12−34.3%Reduced
Bryn Mawr Trust Co24$8.32K0.00%+10+71.4%Added
Principal Securities, Inc.24$8.44K0.00%+3+14.3%Added
Itau Unibanco Holding S.A.26$9.02K0.00%−16−38.1%Reduced
Brown Brothers Harriman & Co26$9.02K0.00%+4+18.2%Added
Massmutual Trust Co FSB26$9.02K0.00%+11+73.3%Added
Vermillion & White Wealth Management Group, LLC33$11.4K0.01%00.0%Unchanged
DT Investment Partners, LLC33$11.4K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.34$11.8K0.00%00.0%Unchanged
GWM Advisors LLC40$13.9K0.00%00.0%Unchanged
Simplex Trading, LLC45$15.0K0.00%+45New
Farther Finance Advisors, LLC49$17.0K0.00%+16+48.5%Added
Whittier Trust Co50$17.3K0.00%00.0%Unchanged
Jones Financial Companies LLLP55$18.7K0.00%+40+266.7%Added
EverSource Wealth Advisors, LLC58$20.1K0.00%−1−1.7%Reduced
Thompson Investment Management, Inc.64$22.2K0.00%00.0%Unchanged
Onefund, LLC67$23.0K0.02%+67New
Umb Bank N A73$25.3K0.00%+73New
MUFG Securities EMEA plc73$25.3K0.00%+73New
Federated Hermes, Inc.109$37.8K0.00%+109New
Zions Bancorporation, National Association112$38.8K0.00%+112New
ASR Vermogensbeheer N.V.116$40.2K0.00%00.0%Unchanged
CWM, LLC125$43.0K0.00%+84+204.9%Added
Quest Partners LLC130$45.1K0.00%+130New
Penserra Capital Management LLC135$46.0K0.00%+135New
Shell Asset Management Co141$49.0K0.00%+57+67.9%Added
GAMMA Investing LLC160$55.5K0.00%−91−36.3%Reduced
ORG Wealth Partners, LLC159$56.0K0.01%+16+11.2%Added
Allworth Financial LP180$62.4K0.00%+98+119.5%Added
Signaturefd, LLC184$63.8K0.00%−3−1.6%Reduced
Smartleaf Asset Management LLC222$75.8K0.01%+69+45.1%Added
New Age Alpha Advisors, LLC226$78.4K0.00%−168−42.6%Reduced
Ameritas Investment Partners, Inc.235$81.5K0.00%−18−7.1%Reduced
Ostrum Asset Management245$85.0K0.00%−6−2.4%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.290$101.0K0.00%−462−61.4%Reduced
Global Retirement Partners, LLC304$105.5K0.00%+304New
Tower Research Capital LLC (TRC)318$110.3K0.00%−33−9.4%Reduced
ORG Partners LLC314$111.2K0.02%+35+12.5%Added
Federation des caisses Desjardins du Quebec327$113.5K0.00%−167−33.8%Reduced
Canada Post Corp Registered Pension Plan400$138.7K0.01%+400New
Point72 (DIFC) Ltd503$174.3K0.01%+503New
CX Institutional505$175.0K0.01%−167−24.9%Reduced
Geneos Wealth Management Inc.526$182.4K0.00%+250+90.6%Added
MUFG Securities Americas Inc.552$191.4K0.02%+110+24.9%Added
Fifth Third Bancorp555$192.5K0.00%+444+400.0%Added
Gladstone Institutional Advisory LLC590$204.6K0.01%+50+9.3%Added
Patton Fund Management, Inc.608$210.8K0.05%+608New
Investment Management Corp of Ontario610$211.5K0.00%−100−14.1%Reduced