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 438 institutions that hold shares in the stock, with a total of 20.4 Million shares, which have been reported (via 13F filing form) to have a value of $7.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
500
shares
|
$184,460
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
500
shares
|
$184,460
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
500
shares
|
$184,460
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
500
shares
|
$184,460
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
494
shares
|
$182,246
0.0% of portfolio
|
Q4 2020
Added 35.83%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
494
shares
|
$182,246
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
488
shares
|
$180,032
0.17% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
487
shares
|
$179,664
0.01% of portfolio
|
Q1 2025
Reduced 36.34%
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
479
shares
|
$176,712
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
442
shares
|
$163,062
0.02% of portfolio
|
Q1 2025
Added 20.11%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
438
shares
|
$161,586
0.0% of portfolio
|
Q1 2025
Added 8660.0%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
394
shares
|
$145,354
0.01% of portfolio
|
Q1 2025
Reduced 81.22%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
358
shares
|
$132,073
0.0% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
351
shares
|
$129,490
0.0% of portfolio
|
Q1 2025
Reduced 74.96%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
309
shares
|
$113,996
0.0% of portfolio
|
Q1 2025
Added 36.12%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
300
shares
|
$110,676
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
297
shares
|
$109,569
0.01% of portfolio
|
Q4 2023
Added 22.73%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
288
shares
|
$106,248
0.02% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
279
shares
|
$102,928
0.03% of portfolio
|
Q1 2025
Added 210.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
276
shares
|
$101,821
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
258
shares
|
$95,181
0.0% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
253
shares
|
$93,336
0.0% of portfolio
|
Q3 2024
Reduced 95.23%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
251
shares
|
$92,598
0.01% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
190
shares
|
$70,094
0.0% of portfolio
|
Q2 2020
Added 1.81%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
187
shares
|
$68,988
0.0% of portfolio
|
Q1 2025
Added 2.19%
|