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 2026
Institutional positions in Erie Indemnity Co as of Mar 31, 2026. 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
- 403
- −11 vs. Q4 2025
- Shares held
- 20.0M
- +2.26M (+12.7%) vs. Q4 2025
- Total value
- $5.02B
- −$59.5M (−1.2%) vs. Q4 2025
- New holders
- 55
- 173 more added
- Sold out
- 66
- 126 more reduced
9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vestcor Inc | 584 | $147.0K | 0.00% | −16−2.7% | Reduced |
| JFS Wealth Advisors, LLC | 547 | $137.5K | 0.01% | −14−2.5% | Reduced |
| CX Institutional | 546 | $137.0K | 0.00% | −191−25.9% | Reduced |
| GAMMA Investing LLC | 536 | $134.7K | 0.01% | −675−55.7% | Reduced |
| Royal London Asset Management Ltd | 484 | $121.6K | 0.00% | +23+5.0% | Added |
| Rockefeller Capital Management L.P. | 481 | $120.9K | 0.00% | +27+5.9% | Added |
| Smartleaf Asset Management LLC | 454 | $112.6K | 0.00% | −10−2.2% | Reduced |
| ORG Wealth Partners, LLC | 440 | $110.6K | 0.02% | −289−39.6% | Reduced |
| Nisa Investment Advisors, LLC | 412 | $103.5K | 0.00% | −125−23.3% | Reduced |
| CWM, LLC | 399 | $100.3K | 0.00% | +190+90.9% | Added |
| Storebrand Asset Management AS | 369 | $92.7K | 0.00% | −770−67.6% | Reduced |
| Golden State Equity Partners | 346 | $87.0K | 0.01% | +346 | New |
| Siemens Fonds Invest GmbH | 341 | $85.7K | 0.00% | −526−60.7% | Reduced |
| Brown Brothers Harriman & Co | 332 | $83.4K | 0.00% | +296+822.2% | Added |
| Jones Financial Companies LLLP | 339 | $81.7K | 0.00% | +16+5.0% | Added |
| Umb Bank N A | 299 | $75.1K | 0.00% | +193+182.1% | Added |
| Simplex Trading, LLC | 293 | $73.6K | 0.00% | +292+29,200.0% | Added |
| Allworth Financial LP | 278 | $70.0K | 0.00% | +49+21.4% | Added |
| Hantz Financial Services, Inc. | 272 | $68.0K | 0.00% | +65+31.4% | Added |
| Financial Consulate, Inc | 236 | $59.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 235 | $59.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 224 | $56.3K | 0.00% | +167+293.0% | Added |
| Signaturefd, LLC | 190 | $47.7K | 0.00% | +29+18.0% | Added |
| Basecamp Wealth Advisors LLC | 149 | $37.4K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 138 | $34.0K | 0.00% | +3+2.2% | Added |
| Los Angeles Capital Management LLC | 124 | $31.2K | 0.00% | −12,899−99.0% | Reduced |
| Tema ETFs LLC | 107 | $26.9K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 107 | $26.9K | 0.00% | +107 | New |
| Horizon Financial Services, LLC | 77 | $19.4K | 0.01% | +66+600.0% | Added |
| Mather Group, LLC. | 77 | $19.4K | 0.00% | +77 | New |
| Caitong International Asset Management Co., Ltd | 74 | $18.6K | 0.00% | +74 | New |
| Farther Finance Advisors, LLC | 74 | $18.3K | 0.00% | −12−14.0% | Reduced |
| Onefund, LLC | 69 | $17.1K | 0.01% | −5−6.8% | Reduced |
| Assetmark, Inc | 67 | $16.8K | 0.00% | +47+235.0% | Added |
| Thompson Investment Management, Inc. | 64 | $16.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $13.8K | 0.00% | +39+243.8% | Added |
| Whittier Trust Co | 50 | $12.7K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 44 | $10.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 42 | $10.6K | 0.00% | +20+90.9% | Added |
| GWM Advisors LLC | 40 | $10.1K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 40 | $10.1K | 0.00% | +40 | New |
| Atlantic Trust, LLC | 39 | $9.80K | 0.00% | +10+34.5% | Added |
| Private Wealth Management Group, LLC | 38 | $9.55K | 0.00% | +36+1,800.0% | Added |
| Parkside Financial Bank & Trust | 35 | $8.80K | 0.00% | +19+118.8% | Added |
| DT Investment Partners, LLC | 33 | $8.29K | 0.00% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 30 | $7.54K | 0.00% | −500−94.3% | Reduced |
| IFP Advisors, Inc | 27 | $6.79K | 0.00% | +13+92.9% | Added |
| Quent Capital, LLC | 26 | $6.62K | 0.00% | +21+420.0% | Added |
| Armstrong Advisory Group, Inc | 25 | $6.28K | 0.00% | +7+38.9% | Added |
| SBI Securities Co., Ltd. | 23 | $5.78K | 0.00% | +15+187.5% | Added |
| Farmers & Merchants Investments Inc | 19 | $4.78K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 17 | $4.27K | 0.00% | −4−19.0% | Reduced |
| Y.D. More Investments Ltd | 16 | $4.02K | 0.00% | −2−11.1% | Reduced |
| Activest Wealth Management | 16 | $4.02K | 0.00% | +8+100.0% | Added |
| GW&K Investment Management, LLC | 15 | $4.00K | 0.00% | +2+15.4% | Added |
| Advisory Services Network, LLC | 15 | $3.77K | 0.00% | +15 | New |
| Truvestments Capital LLC | 12 | $3.02K | 0.00% | +12 | New |
| CVA Family Office, LLC | 11 | $2.76K | 0.00% | −5−31.3% | Reduced |
| Toth Financial Advisory Corp | 10 | $2.51K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 10 | $2.51K | 0.00% | +1+11.1% | Added |
| Spire Wealth Management | 10 | $2.51K | 0.00% | +3+42.9% | Added |
| Root Financial Partners, LLC | 9 | $2.26K | 0.00% | −19−67.9% | Reduced |
| WPG Advisers, LLC | 9 | $2.26K | 0.00% | −8−47.1% | Reduced |
| SJS Investment Consulting Inc. | 9 | $2.26K | 0.00% | +5+125.0% | Added |
| Whipplewood Advisors, LLC | 8 | $2.01K | 0.00% | +8 | New |
| Private Trust Co NA | 7 | $1.76K | 0.00% | +4+133.3% | Added |
| Essential Partners LLC | 7 | $1.76K | 0.00% | +4+133.3% | Added |
| Massmutual Trust Co FSB | 6 | $1.51K | 0.00% | −40−87.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6 | $1.51K | 0.00% | −1−14.3% | Reduced |
| Aspect Partners, LLC | 6 | $1.51K | 0.00% | +1+20.0% | Added |
| Kilter Group LLC | 6 | $1.51K | 0.00% | +5+500.0% | Added |
| Clearstead Advisors, LLC | 5 | $1.26K | 0.00% | −65−92.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $1.26K | 0.00% | −2−28.6% | Reduced |
| Manchester Capital Management LLC | 5 | $1.26K | 0.00% | −1−16.7% | Reduced |
| Bruce G. Allen Investments, LLC | 5 | $1.26K | 0.00% | +3+150.0% | Added |
| Wolff Wiese Magana LLC | 5 | $1.26K | 0.00% | +5 | New |
| Burk Holdings LLC | 5 | $1.26K | 0.00% | +5 | New |
| Cornerstone Financial Management LLC | 5 | $1.26K | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 4 | $1.01K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 4 | $1.00K | 0.00% | −34−89.5% | Reduced |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3 | $754 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 3 | $754 | 0.00% | +2+200.0% | Added |
| UMA Financial Services, Inc. | 3 | $754 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $754 | 0.00% | +3 | New |
| Larson Financial Group LLC | 2 | $533 | 0.00% | −6−75.0% | Reduced |
| Fortitude Family Office, LLC | 2 | $503 | 0.00% | −1−33.3% | Reduced |
| Rakuten Securities, Inc. | 2 | $503 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $503 | 0.00% | +1+100.0% | Added |
| TD Private Client Wealth LLC | 2 | $503 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 2 | $503 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $503 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 1 | $252 | 0.00% | −3−75.0% | Reduced |
| JPL Wealth Management, LLC | 1 | $252 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $251 | 0.00% | −2−66.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1 | $251 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $251 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $251 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1 | $251 | 0.00% | +1 | New |
| Colonial Trust Co | 1 | $251 | 0.00% | +1 | New |