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 460 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 |
|---|---|---|---|---|---|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$573
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2
shares
|
$573
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
2
shares
|
$573
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
2
shares
|
$573
0.0% of portfolio
|
Q3 2025
Reduced 71.43%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
2
shares
|
$573
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
1
shares
|
$286
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
West End Advisors, LLC
|
Jan 27, 2026 Q4 2025 |
1
shares
|
$286
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1
shares
|
$286
0.0% of portfolio
|
Q3 2025
Reduced 80.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
1
shares
|
$286
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
1
shares
|
$286
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1
shares
|
$286
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Jan 29, 2026 Q4 2025 |
1
shares
|
$286
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
1
shares
|
$286
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 30, 2026 Q4 2025 |
1
shares
|
$286
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
1
shares
|
$286
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
1
shares
|
$286
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nvwm, LLC
|
Jan 20, 2026 Q4 2025 |
1
shares
|
$286
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Jan 28, 2026 Q4 2025 |
1
shares
|
$286
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
1
shares
|
$286
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1
shares
|
$286
0.0% of portfolio
|
Q1 2025
Reduced 96.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1
shares
|
$286
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
1
shares
|
$286
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|