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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SummitTX Capital, L.P. | 613 | $212.6K | 0.01% | −686−52.8% | Reduced |
| MBB Public Markets I LLC | 632 | $219.2K | 0.03% | −141−18.2% | Reduced |
| Forum Financial Management, LP | 635 | $220.2K | 0.00% | +635 | New |
| BTS Asset Management, Inc. | 649 | $225.2K | 0.27% | +127+24.3% | Added |
| Westerkirk Capital Inc. | 658 | $228.2K | 0.03% | +658 | New |
| Dark Forest Capital Management LP | 663 | $229.9K | 0.01% | +663 | New |
| Bessemer Group Inc | 665 | $231.0K | 0.00% | +2+0.3% | Added |
| RiverFront Investment Group, LLC | 668 | $231.7K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 670 | $232.0K | 0.01% | −260−28.0% | Reduced |
| Gallacher Capital Management LLC | 674 | $233.7K | 0.11% | +674 | New |
| Exchange Traded Concepts, LLC | 684 | $237.2K | 0.00% | +106+18.3% | Added |
| Coastal Bridge Advisors, LLC | 692 | $240.1K | 0.02% | +692 | New |
| V-Square Quantitative Management LLC | 699 | $242.4K | 0.03% | +169+31.9% | Added |
| Johnson Investment Counsel Inc | 700 | $242.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 744 | $258.0K | 0.00% | +55+8.0% | Added |
| Credit Capital Investments LLC | 750 | $260.1K | 0.36% | +750 | New |
| Ethic Inc. | 764 | $260.2K | 0.00% | −200−20.7% | Reduced |
| Mizuho Markets Americas LLC | 769 | $266.7K | 0.01% | −2,434−76.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 770 | $267.0K | 0.00% | 00.0% | Unchanged |
| AXA S.A. | 777 | $269.5K | 0.00% | +65+9.1% | Added |
| Siemens Fonds Invest GmbH | 788 | $273.3K | 0.02% | +72+10.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 788 | $273.3K | 0.00% | −21−2.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 796 | $276.0K | 0.00% | +3+0.4% | Added |
| J.W. Cole Advisors, Inc. | 807 | $280.0K | 0.01% | +2+0.2% | Added |
| Jain Global LLC | 812 | $281.6K | 0.00% | +812 | New |
| CWM Advisors, LLC | 832 | $288.5K | 0.03% | +74+9.8% | Added |
| Parallel Advisors, LLC | 837 | $290.3K | 0.01% | −24−2.8% | Reduced |
| Cetera Investment Advisers | 844 | $292.7K | 0.00% | +68+8.8% | Added |
| Mitchell Sinkler & Starr | 850 | $294.8K | 0.14% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 855 | $296.5K | 0.02% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 875 | $303.4K | 0.29% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 880 | $305.3K | 0.00% | +376+74.6% | Added |
| TrueMark Investments, LLC | 883 | $306.2K | 0.07% | +883 | New |
| PDT Partners, LLC | 900 | $312.1K | 0.02% | +900 | New |
| Omers Administration Corp | 902 | $312.8K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 907 | $314.5K | 0.15% | 00.0% | Unchanged |
| Cynosure Management, LLC | 931 | $322.9K | 0.04% | +162+21.1% | Added |
| Susquehanna Portfolio Strategies, LLC | 933 | $323.6K | 0.01% | +933 | New |
| Versor Investments LP | 953 | $330.5K | 0.06% | +474+99.0% | Added |
| Kestra Investment Management, LLC | 843 | $332.0K | 0.01% | +294+53.6% | Added |
| HighTower Advisors, LLC | 970 | $336.4K | 0.00% | −97−9.1% | Reduced |
| Crossmark Global Holdings, Inc. | 975 | $338.1K | 0.01% | +117+13.6% | Added |
| Thrivent Financial for Lutherans | 981 | $340.0K | 0.00% | +3+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 993 | $344.4K | 0.01% | +88+9.7% | Added |
| Quadrant Capital Group LLC | 1,033 | $358.2K | 0.01% | −97−8.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,023 | $360.1K | 0.00% | −40−3.8% | Reduced |
| Freestone Grove Partners LP | 1,045 | $362.4K | 0.00% | +1,045 | New |
| NEOS Investment Management LLC | 1,101 | $381.8K | 0.00% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 1,127 | $397.6K | 0.14% | +248+28.2% | Added |
| Ci Investments Inc. | 1,153 | $400.0K | 0.00% | +11+1.0% | Added |
| Allianz Asset Management GmbH | 1,180 | $409.2K | 0.00% | −1,954−62.3% | Reduced |
| Independent Advisor Alliance | 1,187 | $411.6K | 0.01% | +116+10.8% | Added |
| New Mexico Educational Retirement Board | 1,200 | $416.0K | 0.01% | 00.0% | Unchanged |
| ING Groep NV | 1,206 | $418.2K | 0.00% | +87+7.8% | Added |
| Brevan Howard Capital Management LP | 1,218 | $422.4K | 0.00% | −1,894−60.9% | Reduced |
| Machina Capital S.A.S. | 1,225 | $424.8K | 0.09% | +1,225 | New |
| Vista Investment Partners II, LLC | 1,250 | $433.5K | 0.21% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 1,266 | $439.0K | 0.00% | 00.0% | Unchanged |
| Scientech Research LLC | 1,270 | $440.4K | 0.11% | +216+20.5% | Added |
| Capstone Investment Advisors, LLC | 1,276 | $442.5K | 0.00% | +1,276 | New |
| Securian Asset Management, Inc | 1,279 | $443.5K | 0.01% | 00.0% | Unchanged |
| Norinchukin Bank, The | 1,279 | $443.5K | 0.01% | +321+33.5% | Added |
| Mariner, LLC | 1,293 | $448.6K | 0.00% | −25−1.9% | Reduced |
| Louisiana State Employees Retirement System | 1,300 | $450.8K | 0.01% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 1,313 | $455.3K | 0.08% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 1,342 | $465.4K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,393 | $483.1K | 0.01% | −8−0.6% | Reduced |
| Gateway Investment Advisers LLC | 1,399 | $485.2K | 0.01% | −23−1.6% | Reduced |
| Prudential PLC | 1,399 | $485.2K | 0.00% | +1,399 | New |
| Swedbank AB | 1,400 | $485.5K | 0.00% | +1,400 | New |
| Econ Financial Services Corp | 1,425 | $494.2K | 0.25% | +125+9.6% | Added |
| Neuberger Berman Group LLC | 1,429 | $495.6K | 0.00% | +11+0.8% | Added |
| Global X Japan Co., Ltd. | 1,434 | $497.3K | 0.05% | −131−8.4% | Reduced |
| Formidable Asset Management, LLC | 1,434 | $497.3K | 0.08% | +228+18.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,456 | $504.9K | 0.01% | +417+40.1% | Added |
| Pathstone Holdings, LLC | 1,464 | $507.7K | 0.00% | −258−15.0% | Reduced |
| Horizon Investments, LLC | 1,479 | $510.8K | 0.01% | +1,121+313.1% | Added |
| Gulf International Bank (UK) Ltd | 1,474 | $511.0K | 0.02% | 00.0% | Unchanged |
| Ade, LLC | 1,488 | $516.0K | 0.27% | 00.0% | Unchanged |
| Hartford Investment Management Co | 1,524 | $528.5K | 0.02% | −13−0.8% | Reduced |
| Farringdon Capital, Ltd. | 1,528 | $529.9K | 0.18% | +923+152.6% | Added |
| Oddo BHF Asset Management SAS | 1,565 | $542.7K | 0.02% | −686−30.5% | Reduced |
| Empowered Funds, LLC | 1,579 | $547.6K | 0.01% | +540+52.0% | Added |
| Sound Financial Strategies Group, LLC | 1,649 | $571.9K | 0.48% | +1,649 | New |
| SlateStone Wealth, LLC | 1,665 | $577.0K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,674 | $580.7K | 0.01% | +1,365+441.7% | Added |
| AQR Capital Management LLC | 1,726 | $587.0K | 0.00% | −45−2.5% | Reduced |
| Mizuho Securities USA LLC | 1,719 | $596.1K | 0.01% | +1,719 | New |
| Seneschal Advisors, LLC | 1,720 | $596.5K | 0.47% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,760 | $610.0K | 0.01% | +254+16.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,776 | $616.0K | 0.00% | −15−0.8% | Reduced |
| Metis Global Partners, LLC | 1,829 | $634.3K | 0.02% | −158−8.0% | Reduced |
| XTX Topco Ltd | 1,843 | $639.1K | 0.03% | +1,843 | New |
| Nordea Investment Management AB | 1,973 | $670.6K | 0.00% | +9+0.5% | Added |
| Laraway Financial Inc | 1,960 | $679.7K | 0.52% | −150−7.1% | Reduced |
| Vident Advisory, LLC | 1,966 | $681.8K | 0.01% | −3,528−64.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,001 | $693.9K | 0.01% | −556−21.7% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 2,009 | $696.7K | 0.44% | −837−29.4% | Reduced |
| Pacer Advisors, Inc. | 2,013 | $698.1K | 0.00% | +723+56.0% | Added |
| O'Shaughnessy Asset Management, LLC | 2,133 | $739.7K | 0.01% | −909−29.9% | Reduced |