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 2025
Institutional positions in Erie Indemnity Co as of Dec 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
- 423
- +11 vs. Q3 2025
- Shares held
- 20.8M
- +235.7K (+1.1%) vs. Q3 2025
- Total value
- $5.97B
- −$578.5M (−8.8%) vs. Q3 2025
- New holders
- 59
- 174 more added
- Sold out
- 48
- 133 more reduced
8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vista Investment Partners II, LLC | 750 | $215.0K | 0.09% | −500−40.0% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 740 | $212.1K | 0.00% | +740 | New |
| CX Institutional | 737 | $211.0K | 0.01% | +241+48.6% | Added |
| ORG Wealth Partners, LLC | 729 | $209.0K | 0.05% | +504+224.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 722 | $207.0K | 0.00% | +36+5.2% | Added |
| Federation des caisses Desjardins du Quebec | 713 | $204.4K | 0.00% | +493+224.1% | Added |
| Coastal Bridge Advisors, LLC | 710 | $203.5K | 0.02% | +1+0.1% | Added |
| R Squared Ltd | 705 | $202.1K | 0.09% | +705 | New |
| Securian Asset Management, Inc | 702 | $201.2K | 0.01% | −477−40.5% | Reduced |
| Crossmark Global Holdings, Inc. | 701 | $200.9K | 0.00% | −267−27.6% | Reduced |
| MUFG Securities Americas Inc. | 685 | $196.4K | 0.01% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 658 | $188.6K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 636 | $182.0K | 0.00% | −74−10.4% | Reduced |
| Vestcor Inc | 600 | $172.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 568 | $162.8K | 0.00% | +129+29.4% | Added |
| JFS Wealth Advisors, LLC | 561 | $160.8K | 0.01% | −294−34.4% | Reduced |
| Nisa Investment Advisors, LLC | 537 | $153.9K | 0.00% | +338+169.8% | Added |
| Canada Post Corp Registered Pension Plan | 530 | $151.9K | 0.01% | +130+32.5% | Added |
| Tower Research Capital LLC (TRC) | 481 | $137.9K | 0.00% | +209+76.8% | Added |
| Smartleaf Asset Management LLC | 464 | $133.6K | 0.01% | −44−8.7% | Reduced |
| Royal London Asset Management Ltd | 461 | $132.1K | 0.00% | −711−60.7% | Reduced |
| Rockefeller Capital Management L.P. | 454 | $130.1K | 0.00% | +9+2.0% | Added |
| Bayforest Capital Ltd | 396 | $113.5K | 0.08% | −109−21.6% | Reduced |
| Jones Financial Companies LLLP | 323 | $92.5K | 0.00% | +212+191.0% | Added |
| ORG Partners LLC | 318 | $91.1K | 0.02% | +17+5.6% | Added |
| Financial Consulate, Inc | 236 | $67.7K | 0.01% | −5−2.1% | Reduced |
| Ameritas Investment Partners, Inc. | 235 | $67.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 229 | $65.6K | 0.00% | +41+21.8% | Added |
| CWM, LLC | 209 | $60.0K | 0.00% | +125+148.8% | Added |
| Hantz Financial Services, Inc. | 207 | $59.0K | 0.00% | +172+491.4% | Added |
| Global Retirement Partners, LLC | 178 | $51.1K | 0.00% | −81−31.3% | Reduced |
| Signaturefd, LLC | 161 | $46.2K | 0.00% | −9−5.3% | Reduced |
| Basecamp Wealth Advisors LLC | 149 | $42.7K | 0.01% | +149 | New |
| Penserra Capital Management LLC | 135 | $38.0K | 0.00% | −1−0.7% | Reduced |
| Tema ETFs LLC | 107 | $30.7K | 0.00% | +107 | New |
| Umb Bank N A | 106 | $30.4K | 0.00% | +45+73.8% | Added |
| Farther Finance Advisors, LLC | 86 | $24.7K | 0.00% | +14+19.4% | Added |
| Onefund, LLC | 74 | $21.2K | 0.01% | +5+7.2% | Added |
| Clearstead Advisors, LLC | 70 | $20.1K | 0.00% | +50+250.0% | Added |
| Sentry Investment Management LLC | 69 | $20.0K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 64 | $18.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 57 | $16.3K | 0.00% | −35−38.0% | Reduced |
| Whittier Trust Co | 50 | $14.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 46 | $13.2K | 0.00% | +14+43.8% | Added |
| Elyxium Wealth, LLC | 46 | $13.2K | 0.00% | +46 | New |
| Raiffeisen Bank International AG | 44 | $12.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 40 | $11.5K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 39 | $11.2K | 0.00% | +39 | New |
| Clear Street Markets LLC | 38 | $10.9K | 0.00% | −6−13.6% | Reduced |
| Brown Brothers Harriman & Co | 36 | $10.3K | 0.00% | +13+56.5% | Added |
| DV Equities, LLC | 35 | $10.0K | 0.00% | +35 | New |
| DT Investment Partners, LLC | 33 | $9.46K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 30 | $8.60K | 0.00% | +30 | New |
| Atlantic Trust, LLC | 29 | $8.31K | 0.00% | +23+383.3% | Added |
| SRS Capital Advisors, Inc. | 28 | $8.03K | 0.00% | −1,166−97.7% | Reduced |
| Root Financial Partners, LLC | 28 | $8.03K | 0.00% | +11+64.7% | Added |
| Kingdom Financial Group LLC. | 25 | $7.19K | 0.00% | +25 | New |
| Versant Capital Management, Inc | 22 | $6.31K | 0.00% | −10−31.3% | Reduced |
| Zions Bancorporation, National Association | 21 | $6.02K | 0.00% | +8+61.5% | Added |
| ZRC Wealth Management, LLC | 21 | $6.02K | 0.00% | +21 | New |
| Assetmark, Inc | 20 | $5.73K | 0.00% | +7+53.8% | Added |
| Farmers & Merchants Investments Inc | 19 | $5.45K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 18 | $5.16K | 0.00% | −13−41.9% | Reduced |
| Y.D. More Investments Ltd | 18 | $5.16K | 0.00% | −2−10.0% | Reduced |
| WPG Advisers, LLC | 17 | $4.87K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 12 | $4.65K | 0.00% | +12 | New |
| Parkside Financial Bank & Trust | 16 | $4.59K | 0.00% | +3+23.1% | Added |
| CVA Family Office, LLC | 16 | $4.59K | 0.00% | −6−27.3% | Reduced |
| Rothschild Investment LLC | 16 | $4.59K | 0.00% | +11+220.0% | Added |
| J.Safra Asset Management Corp | 16 | $4.59K | 0.00% | +16 | New |
| IFP Advisors, Inc | 14 | $4.01K | 0.00% | +3+27.3% | Added |
| GW&K Investment Management, LLC | 13 | $4.00K | 0.00% | +12+1,200.0% | Added |
| Horizon Financial Services, LLC | 11 | $3.15K | 0.00% | −12−52.2% | Reduced |
| Toth Financial Advisory Corp | 10 | $2.87K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 10 | $2.87K | 0.00% | +10 | New |
| Quest 10 Wealth Builders, Inc. | 9 | $2.58K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 9 | $2.58K | 0.00% | +5+125.0% | Added |
| Quarry LP | 9 | $2.58K | 0.00% | +9 | New |
| Larson Financial Group LLC | 8 | $2.33K | 0.00% | +7+700.0% | Added |
| SBI Securities Co., Ltd. | 8 | $2.29K | 0.00% | +1+14.3% | Added |
| Activest Wealth Management | 8 | $2.29K | 0.00% | +4+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $2.01K | 0.00% | +1+16.7% | Added |
| Spire Wealth Management | 7 | $2.01K | 0.00% | +5+250.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7 | $2.01K | 0.00% | +7 | New |
| Manchester Capital Management LLC | 6 | $1.72K | 0.00% | −1−14.3% | Reduced |
| Quent Capital, LLC | 5 | $1.53K | 0.00% | −3−37.5% | Reduced |
| Sachetta, LLC | 5 | $1.43K | 0.00% | +5 | New |
| Howard Hughes Medical Institute | 5 | $1.43K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 5 | $1.43K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 5 | $1.43K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 4 | $1.15K | 0.00% | +2+100.0% | Added |
| Prestige Wealth Management Group LLC | 4 | $1.15K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $1.15K | 0.00% | +2+100.0% | Added |
| Bogart Wealth, LLC | 4 | $1.15K | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3 | $860 | 0.00% | −4−57.1% | Reduced |
| Bell Investment Advisors, Inc | 3 | $860 | 0.00% | −1−25.0% | Reduced |
| Private Trust Co NA | 3 | $860 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $860 | 0.00% | +1+50.0% | Added |
| Essential Partners LLC | 3 | $860 | 0.00% | +2+200.0% | Added |