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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
171
shares
|
$63,085
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
153
shares
|
$56,444
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
148
shares
|
$54,600
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
143
shares
|
$52,755
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
May 09, 2025 Q1 2025 |
116
shares
|
$42,794
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
113
shares
|
$41,687
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
111
shares
|
$40,950
0.0% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
95
shares
|
$35,047
0.0% of portfolio
|
Q1 2025
Reduced 63.6%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
84
shares
|
$30,989
0.0% of portfolio
|
Q4 2024
Reduced 38.69%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
82
shares
|
$30,251
0.0% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
64
shares
|
$23,610
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
59
shares
|
$21,766
0.0% of portfolio
|
Q1 2025
Added 96.67%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
50
shares
|
$18,446
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
42
shares
|
$15,494
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
41
shares
|
$15,125
0.0% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
40
shares
|
$14,756
0.0% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
40
shares
|
$14,756
0.0% of portfolio
|
Q1 2025
Reduced 98.78%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
38
shares
|
$14,018
0.0% of portfolio
|
Q1 2025
Added 442.86%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
36
shares
|
$13,281
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
35
shares
|
$12,912
0.0% of portfolio
|
Q1 2025
Added 12.9%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
34
shares
|
$12,543
0.0% of portfolio
|
Q1 2025
Added 25.93%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
33
shares
|
$12,174
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
33
shares
|
$12,174
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
33
shares
|
$12,174
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
33
shares
|
$12,174
0.0% of portfolio
|
Q1 2025
Reduced 13.16%
|