Institutional Ownership Erie Indemnity CO (ERIE)
This table provides information about the institutional ownership of Erie Indemnity CO (ERIE). We have compiled data on the 388 institutions that hold shares in the stock, with a total of 17.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
81
shares
|
$31,528
0.0% of portfolio
|
Q1 2024
Reduced 2.41%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
65
shares
|
$25,300
0.01% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
64
shares
|
$24,911
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
60
shares
|
$23,354
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
50
shares
|
$19,462
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
46
shares
|
$17,905
0.0% of portfolio
|
Q3 2024
Reduced 54.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
40
shares
|
$15,569
0.0% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
38
shares
|
$14,791
0.0% of portfolio
|
Q4 2024
Added 111.11%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
36
shares
|
$14,012
0.0% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
33
shares
|
$12,844
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
33
shares
|
$12,844
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
28
shares
|
$10,898
0.04% of portfolio
|
Q4 2023
Reduced 6.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
27
shares
|
$10,509
0.0% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
26
shares
|
$10,120
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
25
shares
|
$9,731
0.0% of portfolio
|
Q1 2024
Reduced 30.56%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
24
shares
|
$9,341
0.0% of portfolio
|
Q3 2024
Added 71.43%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
23
shares
|
$8,952
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
23
shares
|
$8,952
0.0% of portfolio
|
Q3 2024
Reduced 28.13%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
22
shares
|
$8,563
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
15
shares
|
$5,838
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
15
shares
|
$5,838
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
13
shares
|
$5,060
0.0% of portfolio
|
Q3 2024
Added 44.44%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
11
shares
|
$4,281
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10
shares
|
$3,892
0.0% of portfolio
|
Q2 2024
Reduced 97.55%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
10
shares
|
$3,892
0.0% of portfolio
|
Q3 2023
New holding
|