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 457 institutions that hold shares in the stock, with a total of 24.5 Million shares, which have been reported (via 13F filing form) to have a value of $7.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
20
shares
|
$5,731
0.0% of portfolio
|
Q2 2025
Added 900.0%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
20
shares
|
$5,731
0.0% of portfolio
|
Q4 2025
Added 53.85%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
19
shares
|
$5,445
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
19
shares
|
$5,445
0.0% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
18
shares
|
$5,158
0.0% of portfolio
|
Q4 2025
Reduced 41.94%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 21, 2026 Q4 2025 |
18
shares
|
$5,158
0.0% of portfolio
|
Q4 2025
Reduced 10.0%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
18
shares
|
$5,158
0.0% of portfolio
|
Q3 2025
Reduced 60.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
17
shares
|
$4,871
0.0% of portfolio
|
Q3 2025
Reduced 29.17%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
17
shares
|
$4,871
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Jan 28, 2026 Q4 2025 |
17
shares
|
$4,871
0.0% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
16
shares
|
$4,585
0.0% of portfolio
|
Q2 2025
Added 45.45%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
16
shares
|
$4,585
0.0% of portfolio
|
Q4 2025
Reduced 27.27%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
13
shares
|
$3,725
0.0% of portfolio
|
Q3 2025
Added 85.71%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
11
shares
|
$3,152
0.0% of portfolio
|
Q4 2025
Reduced 52.17%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
11
shares
|
$3,152
0.0% of portfolio
|
Q3 2025
Added 1000.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10
shares
|
$2,865
0.0% of portfolio
|
Q2 2024
Reduced 97.55%
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
10
shares
|
$2,865
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
9
shares
|
$2,579
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Jan 29, 2026 Q4 2025 |
9
shares
|
$2,579
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
8
shares
|
$2,292
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
8
shares
|
$2,292
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
8
shares
|
$2,292
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
7
shares
|
$2,006
0.0% of portfolio
|
Q4 2025
Added 16.67%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
7
shares
|
$2,006
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
7
shares
|
$2,006
0.0% of portfolio
|
Q3 2025
Added 133.33%
|
|