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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, Q3 2025

Institutional positions in Erie Indemnity Co as of Sep 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
420
+13 vs. Q2 2025
Shares held
20.6M
+375.3K (+1.9%) vs. Q2 2025
Total value
$6.56B
−$463.0M (−6.6%) vs. Q2 2025
New holders
61
165 more added
Sold out
48
133 more reduced

5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 420 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 heldQ3 2025: $6.56B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q2 2025.

Institutions holding ERIE in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
GW&K Investment Management, LLC1$00.00%−4−80.0%Reduced
Avion Wealth1$00.00%00.0%Unchanged
Cloud Capital Management, LLC3$00.00%+3New
Bay Harbor Wealth Management, LLC1$3180.00%−1−50.0%Reduced
Larson Financial Group LLC1$3180.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1$3180.00%00.0%Unchanged
Colonial Trust Co1$3180.00%00.0%Unchanged
Essential Partners LLC1$3180.00%+1New
Central Trust Co1$3190.00%+1New
Johnson Financial Group, Inc.1$3190.00%+1New
Quaker Wealth Management, LLC1$3190.00%+1New
JPL Wealth Management, LLC1$3190.00%+1New
American Capital Advisory, LLC1$3190.00%+1New
Geneos Wealth Management Inc.2$6360.00%−524−99.6%Reduced
Spire Wealth Management2$6360.00%00.0%Unchanged
Bruce G. Allen Investments, LLC2$6360.00%00.0%Unchanged
Rakuten Securities, Inc.2$6360.00%00.0%Unchanged
Principia Wealth Advisory, LLC2$6360.00%+1+100.0%Added
Transamerica Financial Advisors, Inc.2$6360.00%+2New
Wealth Watch Advisors, INC2$6360.00%+2New
South State Corp.2$6370.00%−5−71.4%Reduced
MV Capital Management, Inc.2$6370.00%00.0%Unchanged
SJS Investment Consulting Inc.2$6370.00%00.0%Unchanged
Private Trust Co NA3$9540.00%00.0%Unchanged
Capital Advisors, Ltd. LLC2$1.00K0.00%+2New
CIBC Private Wealth Group, LLC4$1.27K0.00%−16−80.0%Reduced
Bell Investment Advisors, Inc4$1.27K0.00%−3−42.9%Reduced
Prestige Wealth Management Group LLC4$1.27K0.00%00.0%Unchanged
Activest Wealth Management4$1.27K0.00%+4New
Howard Hughes Medical Institute5$1.59K0.00%00.0%Unchanged
Rothschild Investment LLC5$1.59K0.00%+4+400.0%Added
Aspect Partners, LLC5$1.59K0.00%+5New
Atlantic Trust, LLC6$1.91K0.00%+1+20.0%Added
Pineridge Advisors LLC6$1.91K0.00%+6New
Hemington Wealth Management9$2.00K0.00%−9−50.0%Reduced
DiNuzzo Private Wealth, Inc.6$2.13K0.00%−1−14.3%Reduced
Hughes Financial Services, LLC8$2.22K0.00%+8New
SBI Securities Co., Ltd.7$2.23K0.00%+1+16.7%Added
Fortitude Family Office, LLC7$2.23K0.00%+1+16.7%Added
Manchester Capital Management LLC7$2.23K0.00%+4+133.3%Added
Advisory Services Network, LLC8$2.54K0.00%+8New
Quent Capital, LLC8$2.64K0.00%+8New
Quest 10 Wealth Builders, Inc.9$2.86K0.00%+9New
Toth Financial Advisory Corp10$3.18K0.00%+10New
IFP Advisors, Inc11$3.50K0.00%+10+1,000.0%Added
Zions Bancorporation, National Association13$4.14K0.00%−99−88.4%Reduced
Assetmark, Inc13$4.14K0.00%−1−7.1%Reduced
Parkside Financial Bank & Trust13$4.14K0.00%+6+85.7%Added
Private Wealth Management Group, LLC14$4.46K0.00%−4−22.2%Reduced
Simplex Trading, LLC18$5.00K0.00%−27−60.0%Reduced
WPG Advisers, LLC17$5.41K0.00%00.0%Unchanged
Root Financial Partners, LLC17$5.41K0.00%+17New
Principal Securities, Inc.17$5.53K0.00%−7−29.2%Reduced
Farmers & Merchants Investments Inc19$6.04K0.00%00.0%Unchanged
Wealthspire Advisors, LLC19$6.04K0.00%+19New
Y.D. More Investments Ltd20$6.36K0.00%−3−13.0%Reduced
Clearstead Advisors, LLC20$6.36K0.00%00.0%Unchanged
Rise Advisors, LLC21$6.67K0.00%00.0%Unchanged
CVA Family Office, LLC22$7.00K0.00%+15+214.3%Added
Brown Brothers Harriman & Co23$7.32K0.00%−3−11.5%Reduced
Horizon Financial Services, LLC23$7.32K0.00%+23New
Itau Unibanco Holding S.A.24$7.64K0.00%−2−7.7%Reduced
Armstrong Advisory Group, Inc31$9.86K0.00%+31New
Salomon & Ludwin, LLC31$9.89K0.00%+31New
Massmutual Trust Co FSB32$10.2K0.00%+6+23.1%Added
Versant Capital Management, Inc32$10.2K0.00%+17+113.3%Added
DT Investment Partners, LLC33$10.5K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd34$10.8K0.01%+20+142.9%Added
Hantz Financial Services, Inc.35$11.0K0.00%+32+1,066.7%Added
Foster Dykema Cabot & Partners, LLC38$12.1K0.00%+38New
GWM Advisors LLC40$12.7K0.00%00.0%Unchanged
Raiffeisen Bank International AG44$13.8K0.00%+44New
Clear Street Markets LLC44$14.0K0.00%+27+158.8%Added
Whittier Trust Co50$16.0K0.00%00.0%Unchanged
Umb Bank N A61$19.4K0.00%−12−16.4%Reduced
Thompson Investment Management, Inc.64$20.4K0.00%00.0%Unchanged
Onefund, LLC69$22.0K0.01%+2+3.0%Added
Farther Finance Advisors, LLC72$22.9K0.00%+23+46.9%Added
Sentry Investment Management LLC69$23.0K0.02%+69New
CWM, LLC84$27.0K0.00%−41−32.8%Reduced
EverSource Wealth Advisors, LLC92$29.3K0.00%+34+58.6%Added
Shell Asset Management Co105$33.0K0.00%−36−25.5%Reduced
Jones Financial Companies LLLP111$34.9K0.00%+56+101.8%Added
ASR Vermogensbeheer N.V.115$36.6K0.00%−1−0.9%Reduced
Mather Group, LLC.127$40.4K0.00%+127New
Penserra Capital Management LLC136$43.0K0.00%+1+0.7%Added
Pilgrim Partners Asia Pte Ltd160$50.9K0.02%+160New
Signaturefd, LLC170$54.1K0.00%−14−7.6%Reduced
Allworth Financial LP188$59.9K0.00%+8+4.4%Added
Nisa Investment Advisors, LLC199$63.3K0.00%+199New
Federation des caisses Desjardins du Quebec220$70.0K0.00%−107−32.7%Reduced
ORG Wealth Partners, LLC225$71.6K0.02%+66+41.5%Added
New Age Alpha Advisors, LLC226$71.9K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.235$74.8K0.00%00.0%Unchanged
Financial Consulate, Inc241$76.7K0.01%+241New
Global Retirement Partners, LLC259$82.5K0.00%−45−14.8%Reduced
Tower Research Capital LLC (TRC)272$86.5K0.00%−46−14.5%Reduced
GAMMA Investing LLC279$88.8K0.00%+119+74.4%Added
ORG Partners LLC301$95.7K0.02%−13−4.1%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.302$96.0K0.00%+12+4.1%Added