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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
7
shares
|
$2,006
0.0% of portfolio
|
Q4 2025
Added 250.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
6
shares
|
$1,719
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
6
shares
|
$1,719
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Jan 23, 2026 Q4 2025 |
5
shares
|
$1,432
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2026 Q4 2025 |
5
shares
|
$1,432
0.0% of portfolio
|
Q4 2025
Reduced 37.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
5
shares
|
$1,432
0.0% of portfolio
|
Q3 2025
Added 400.0%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
5
shares
|
$1,432
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
4
shares
|
$1,146
0.0% of portfolio
|
Q2 2024
Reduced 69.23%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
4
shares
|
$1,146
0.0% of portfolio
|
Q3 2025
Reduced 42.86%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
4
shares
|
$1,146
0.0% of portfolio
|
Q3 2025
Reduced 55.56%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
4
shares
|
$1,146
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
4
shares
|
$1,146
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
3
shares
|
$859
0.0% of portfolio
|
Q4 2025
Reduced 57.14%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
3
shares
|
$859
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Jan 26, 2026 Q4 2025 |
3
shares
|
$859
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
3
shares
|
$859
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
2
shares
|
$573
0.0% of portfolio
|
Q3 2025
Reduced 71.43%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
2
shares
|
$573
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
2
shares
|
$573
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2
shares
|
$573
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Jan 28, 2026 Q4 2025 |
2
shares
|
$573
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
2
shares
|
$573
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
2
shares
|
$573
0.0% of portfolio
|
Q4 2025
Reduced 85.71%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
2
shares
|
$573
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$573
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|