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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 2026

Institutional positions in Erie Indemnity Co as of Jun 30, 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
441
+40 vs. Q1 2026
Shares held
20.9M
+903.5K (+4.5%) vs. Q1 2026
Total value
$5.01B
−$13.5M (−0.3%) vs. Q1 2026
New holders
82
190 more added
Sold out
42
115 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 2026: 441 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 2026: $5.01B
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 2026

Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q1 2026.

Institutions holding ERIE in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
WestEnd Advisors, LLC1$2400.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC1$2400.00%+1New
LRI Investments, LLC1$2400.00%+1New
Spectrum Wealth Advisory Group, LLC1$2410.00%+1New
Dunhill Financial, LLC1$2550.00%+1New
Cornerstone Planning Group LLC2$4220.00%+1+100.0%Added
Rakuten Securities, Inc.2$4800.00%00.0%Unchanged
Colonial Trust Co2$4800.00%+1+100.0%Added
Principia Wealth Advisory, LLC2$4800.00%+1+100.0%Added
South State Corp.2$4800.00%+2New
BOK Financial Private Wealth, Inc.2$4800.00%+2New
AdvisorNet Financial, Inc2$4800.00%+2New
Crewe Advisors LLC2$4800.00%+2New
Creative Capital Management Investments LLC2$4800.00%+2New
Breakwater Investment Management2$4800.00%+2New
CVA Family Office, LLC3$7190.00%−8−72.7%Reduced
Bogart Wealth, LLC3$7190.00%+3New
1015 Capital Partners, LLC3$7190.00%+3New
Quaker Wealth Management, LLC3$7200.00%+1+50.0%Added
Valley National Advisers Inc3$7200.00%+3New
Prestige Wealth Management Group LLC4$9590.00%00.0%Unchanged
Bokf, NA4$9590.00%+4New
Rialto Wealth Management, LLC4$9590.00%+4New
Avion Wealth8$1.00K0.00%+8New
Wolff Wiese Magana LLC5$1.20K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.5$1.20K0.00%00.0%Unchanged
Bell Investment Advisors, Inc5$1.20K0.00%+2+66.7%Added
TFC Financial Management5$1.20K0.00%+5New
Keating Financial Advisory Services, Inc.5$1.20K0.00%+5New
Clear Street Markets LLC6$1.44K0.00%+2+50.0%Added
Activest Wealth Management6$1.44K0.00%−10−62.5%Reduced
Central Trust Co6$1.44K0.00%+6New
Planning Strategies Inc.6$1.44K0.00%+6New
Cornerstone Financial Management LLC7$1.68K0.00%+2+40.0%Added
North Star Investment Management Corp.7$1.68K0.00%+7New
Kilter Group LLC7$1.68K0.00%+1+16.7%Added
UMA Financial Services, Inc.7$1.68K0.00%+4+133.3%Added
Spire Wealth Management8$1.92K0.00%−2−20.0%Reduced
MV Capital Management, Inc.8$1.92K0.00%+7+700.0%Added
Armstrong Advisory Group, Inc9$2.16K0.00%−16−64.0%Reduced
WPG Advisers, LLC9$2.16K0.00%00.0%Unchanged
SHP Wealth Management9$2.16K0.00%+6+200.0%Added
Action Point Financial Planning, LLC9$2.16K0.00%+9New
Toth Financial Advisory Corp10$2.40K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.10$2.40K0.00%+10New
Bare Financial Services, Inc11$2.64K0.00%+11New
True Wealth Design, LLC11$2.64K0.00%+9+450.0%Added
Truvestments Capital LLC12$2.88K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.12$2.88K0.00%+12New
Steward Partners Investment Advisory, LLC12$2.88K0.00%+12New
Princeton Global Asset Management LLC13$3.12K0.00%+13New
Silver Grove Financial Group, Inc.13$3.12K0.00%+13New
IFP Advisors, Inc14$3.36K0.00%−13−48.1%Reduced
Sachetta, LLC14$3.36K0.00%+14New
Quent Capital, LLC14$3.45K0.00%−12−46.2%Reduced
Y.D. More Investments Ltd16$3.84K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.16$3.84K0.00%+10+166.7%Added
Farmers & Merchants Investments Inc18$4.32K0.00%−1−5.3%Reduced
SBI Securities Co., Ltd.23$5.51K0.00%00.0%Unchanged
TD Private Client Wealth LLC25$5.99K0.00%+23+1,150.0%Added
Bartlett & Co. Wealth Management LLC27$6.47K0.00%+27New
Rothschild Investment LLC28$6.71K0.00%−27−49.1%Reduced
Manchester Capital Management LLC28$6.71K0.00%+23+460.0%Added
Walleye Capital LLC28$6.71K0.00%+28New
Canada Post Corp Registered Pension Plan30$7.19K0.00%00.0%Unchanged
DT Investment Partners, LLC33$7.91K0.00%00.0%Unchanged
Clearstead Advisors, LLC34$8.15K0.00%+29+580.0%Added
Parkside Financial Bank & Trust35$8.39K0.00%00.0%Unchanged
Aspect Partners, LLC36$8.63K0.00%+30+500.0%Added
ZRC Wealth Management, LLC36$8.63K0.00%+36New
ORG Wealth Partners, LLC39$9.35K0.00%−401−91.1%Reduced
GWM Advisors LLC40$9.59K0.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.40$9.59K0.00%00.0%Unchanged
Private Wealth Management Group, LLC40$9.59K0.00%+2+5.3%Added
Raiffeisen Bank International AG44$10.4K0.00%00.0%Unchanged
SJS Investment Consulting Inc.45$10.8K0.00%+36+400.0%Added
Stone House Investment Management, LLC47$11.3K0.00%+47New
Capital Advisors, Ltd. LLC51$12.0K0.00%+49+2,450.0%Added
Whittier Trust Co50$12.9K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC56$13.4K0.01%+51+1,020.0%Added
J.Safra Asset Management Corp58$13.9K0.00%+58New
Quarry LP60$14.4K0.00%+50+500.0%Added
Thompson Investment Management, Inc.64$15.3K0.00%00.0%Unchanged
Onefund, LLC68$16.3K0.01%−1−1.4%Reduced
CoreCap Advisors, LLC75$18.0K0.00%+73+3,650.0%Added
Basecamp Wealth Advisors LLC79$18.9K0.00%−70−47.0%Reduced
Massmutual Trust Co FSB91$21.8K0.00%+85+1,416.7%Added
Caitong International Asset Management Co., Ltd92$22.1K0.00%+18+24.3%Added
GW&K Investment Management, LLC95$23.0K0.00%+80+533.3%Added
Federated Hermes, Inc.106$25.4K0.00%−1−0.9%Reduced
Salomon & Ludwin, LLC108$26.9K0.00%+108New
Global Retirement Partners, LLC119$28.5K0.00%+119New
Zions Bancorporation, National Association119$28.5K0.00%+102+600.0%Added
Bayforest Capital Ltd123$29.5K0.03%+123New
Los Angeles Capital Management LLC124$29.7K0.00%00.0%Unchanged
Larson Financial Group LLC130$31.2K0.00%+128+6,400.0%Added
Ossiam139$33.3K0.00%+139New
Versant Capital Management, Inc140$33.6K0.00%+98+233.3%Added
Assetmark, Inc141$33.8K0.00%+74+110.4%Added
Penserra Capital Management LLC145$34.0K0.00%+7+5.1%Added