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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
5
shares
|
$1,844
0.0% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
5
shares
|
$1,844
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
4
shares
|
$1,475
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
4
shares
|
$1,475
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
4
shares
|
$1,475
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
4
shares
|
$1,475
0.0% of portfolio
|
Q2 2024
Reduced 69.23%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
3
shares
|
$1,106
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
3
shares
|
$1,106
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
3
shares
|
$1,106
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
2
shares
|
$737
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
2
shares
|
$737
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2
shares
|
$737
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2
shares
|
$737
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
2
shares
|
$737
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
1
shares
|
$368
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
1
shares
|
$368
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
1
shares
|
$368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
1
shares
|
$368
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
1
shares
|
$368
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
1
shares
|
$368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1
shares
|
$368
0.0% of portfolio
|
Q1 2025
Reduced 96.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
1
shares
|
$368
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1
shares
|
$368
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|