Erie Indemnity (ERIE) Institutional Ownership

$405.44
+4.91 (+1.23%)
(As of 05/7/2024 ET)

Institutional Ownership Changes (13F Filings) for Erie Indemnity (NASDAQ:ERIE)

Current
Institutional Ownership
Percentage
33.67%
Number of
Institutional Buyers
(last 12 months)
152
Total
Institutional Inflows
(last 12 months)
$644.55M
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$7.24B
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ERIE Institutional Buying and Selling by Quarter

Erie Indemnity Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024Sei Investments Co.14,276$5.73M0.0%+340.9%0.027%
5/7/2024Concurrent Investment Advisors LLC1,255$504K0.0%N/A0.002%
5/7/2024Allegheny Financial Group LTD65,730$26.40M8.1%-6.5%0.126%
5/7/2024Susquehanna Portfolio Strategies LLC46,100$18.51M0.4%-1.0%0.088%
5/7/2024Swiss National Bank76,120$30.57M0.0%-3.9%0.146%
5/7/2024Forsta AP Fonden5,100$2.05M0.0%N/A0.010%
5/7/2024SG Americas Securities LLC12,702$5.10M0.0%+223.1%0.024%
5/6/2024Texas Permanent School Fund Corp21,829$8.77M0.1%+1.3%0.042%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S6,169$2.48M0.0%+976.6%0.012%
5/2/2024 Mutual of America Capital Management LLC14,861$5.97M0.1%-3.6%0.028%
5/2/2024 Daiwa Securities Group Inc.1,719$690K0.0%+6.2%0.003%
5/2/2024 Consolidated Planning Corp859$345K0.1%+37.0%0.002%
5/2/2024 Nordea Investment Management AB2,304$941K0.0%+8.0%0.004%
5/2/2024 Tobam10,272$4.13M0.4%-9.5%0.020%
5/1/2024 Janney Montgomery Scott LLC2,666$1.07M0.0%+17.9%0.005%
5/1/2024 BNP Paribas Financial Markets17,522$7.04M0.0%-38.1%0.034%
4/30/2024 Retirement Systems of Alabama31,321$12.58M0.0%+0.3%0.060%
4/30/2024 Culbertson A N & Co. Inc.4,014$1.61M0.3%-3.1%0.008%
4/30/2024 Allspring Global Investments Holdings LLC1,070$430K0.0%+173.7%0.002%
4/30/2024Commonwealth Equity Services LLC1,988$799K0.0%+15.8%0.004%
4/29/2024 Principal Financial Group Inc.99,148$39.82M0.0%+1.9%0.190%
4/29/2024 Benjamin F. Edwards & Company Inc.408$164K0.0%N/A0.001%
4/26/2024 Yousif Capital Management LLC11,130$4.47M0.0%-2.3%0.021%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund16,954$6.81M0.1%+1.2%0.032%
4/24/2024 CENTRAL TRUST Co200$80K0.0%N/A0.000%
4/23/2024 TriaGen Wealth Management LLC1,324$532K0.2%-1.9%0.003%
4/23/2024 Louisiana State Employees Retirement System7,200$2.89M0.1%+2.9%0.014%
4/23/2024 Amalgamated Bank12,228$4.91M0.0%+2.0%0.023%
4/22/2024 IFM Investors Pty Ltd5,317$2.14M0.0%N/A0.010%
4/19/2024 First Trust Direct Indexing L.P.1,102$443K0.0%+41.1%0.002%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.63,599$25.54M0.0%-5.7%0.122%
4/18/2024 State of Michigan Retirement System6,532$2.62M0.0%+1.6%0.012%
4/18/2024 Allspring Global Investments Holdings LLC1,070$430K0.0%+173.7%0.002%
4/15/2024 Janiczek Wealth Management LLC304$122K0.0%+29.4%0.001%
4/12/2024 FCF Advisors LLC3,208$1.29M0.3%-14.4%0.006%
4/11/2024 Fort Pitt Capital Group LLC34,500$13.85M0.4%N/A0.066%
4/9/2024 Rise Advisors LLC64$26K0.0%N/A0.000%
4/5/2024 Los Angeles Capital Management LLC13,229$5.31M0.0%-19.9%0.025%
3/22/2024PNC Financial Services Group Inc.4,911,745$1.65B1.3%0.0%9.391%
3/21/2024Healthcare of Ontario Pension Plan Trust Fund10,000$3.35M0.0%N/A0.019%
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3/11/2024Vanguard Group Inc.2,476,858$829.55M0.0%+0.7%4.736%
3/1/2024Goldman Sachs Group Inc.147,976$49.56M0.0%+50.1%0.283%
2/28/2024American International Group Inc.33,486$11.22M0.0%-4.1%0.064%
2/26/2024Virtu Financial LLC652$218K0.0%-60.8%0.001%
2/26/2024Teachers Retirement System of The State of Kentucky63,029$21.11M0.2%-4.7%0.121%
2/14/2024Neuberger Berman Group LLC1,495$501K0.0%-3.8%0.003%
2/13/2024American International Group Inc.33,486$11.22M0.1%-4.1%0.064%
2/13/2024First Trust Advisors LP218,339$73.13M0.1%-8.9%0.417%
2/13/2024KBC Group NV2,444$818K0.0%-26.8%0.005%
2/13/2024California State Teachers Retirement System34,586$11.58M0.0%+4.6%0.066%
2/12/2024Bank of Nova Scotia2,729$914K0.0%+17.1%0.005%
2/12/2024 Capstone Investment Advisors LLC600$201K0.0%N/A0.001%
2/12/2024Allianz Asset Management GmbH7,721$2.59M0.0%-40.8%0.015%
2/12/2024TD Asset Management Inc3,554$1.19M0.0%+43.7%0.007%
2/12/2024 Mitchell Sinkler & Starr PA3,868$1.30M0.2%+415.7%0.007%
2/12/2024Hsbc Holdings PLC7,730$2.59M0.0%+6.1%0.015%
2/9/2024Intech Investment Management LLC12,902$4.32M0.1%+22.7%0.025%
2/9/2024Nomura Asset Management Co. Ltd.6,430$2.15M0.0%+14.2%0.012%
2/9/2024Neuberger Berman Group LLC1,495$501K0.0%-3.8%0.003%
2/9/2024AXS Investments LLC330$111K0.0%+10.0%0.001%
2/9/2024Ontario Teachers Pension Plan Board5,840$1.96M0.0%-13.0%0.011%
2/9/2024Dai ichi Life Insurance Company Ltd17,270$5.78M0.1%+10.5%0.033%
2/9/2024Franklin Resources Inc.810,911$271.59M0.1%+0.1%1.550%
2/9/2024Columbia Asset Management89,978$30.14M5.9%-8.6%0.172%
2/9/2024UBS Group AG32,299$10.82M0.0%+53.9%0.062%
2/9/2024 BI Asset Management Fondsmaeglerselskab A S573$192K0.0%+96.2%0.001%
2/8/2024TrinityPoint Wealth LLC678$227K0.0%N/A0.001%
2/8/2024 Brown Advisory Inc.9,467$3.17M0.0%-3.7%0.018%
2/8/2024 Robeco Institutional Asset Management B.V.28,509$9.55M0.1%+2.4%0.055%
2/8/2024Panagora Asset Management Inc.3,631$1.22M0.0%-16.8%0.007%
2/8/2024Vanguard Personalized Indexing Management LLC2,075$695K0.0%-26.9%0.004%
2/8/2024Mitsubishi UFJ Asset Management Co. Ltd.30,989$10.31M0.0%+2.8%0.059%
2/7/2024Forum Financial Management LP644$216K0.0%N/A0.001%
2/7/2024 Principal Financial Group Inc.97,319$32.59M0.0%-0.1%0.186%
2/7/2024Formidable Asset Management LLC1,906$638K0.1%-31.2%0.004%
2/7/2024Dimensional Fund Advisors LP225,246$75.44M0.0%-1.9%0.431%
2/7/2024Jump Financial LLC3,100$1.04M0.0%-59.9%0.006%
2/7/2024Johnson Investment Counsel Inc.700$234K0.0%N/A0.001%
2/7/2024AGF Management Ltd.9,338$3.13M0.0%-13.8%0.018%
2/7/2024Econ Financial Services Corp2,771$928K0.7%-5.6%0.005%
2/7/2024 BNP Paribas Financial Markets28,321$9.49M0.0%-0.8%0.054%
2/7/2024Teacher Retirement System of Texas17,930$6.01M0.0%-34.0%0.034%
2/6/2024Charles Schwab Investment Management Inc.136,008$45.55M0.0%+2.3%0.260%
2/6/2024Metis Global Partners LLC1,030$345K0.0%+3.4%0.002%
2/6/2024 Amalgamated Bank11,985$4.01M0.0%-0.9%0.023%
2/6/2024 Los Angeles Capital Management LLC16,525$5.54M0.0%-14.7%0.032%
2/6/2024Swiss National Bank79,220$26.53M0.0%-2.7%0.151%
2/5/2024 Victory Capital Management Inc.20,720$6.94M0.0%-27.1%0.040%
2/5/2024 Van ECK Associates Corp4,142$1.39M0.0%+10.4%0.008%
2/5/2024 Retirement Systems of Alabama31,238$10.46M0.0%+0.3%0.060%
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2/5/2024 Consolidated Planning Corp627$210K0.0%N/A0.001%
2/5/2024Russell Investments Group Ltd.15,706$5.26M0.0%+0.5%0.030%
2/2/2024Truist Financial Corp88,725$29.72M0.0%-3.9%0.170%
2/1/2024 Yousif Capital Management LLC11,397$3.82M0.0%-1.3%0.022%
2/1/2024Significant Wealth Partners LLC1,130$379K0.3%N/A0.002%
2/1/2024Handelsbanken Fonder AB5,465$1.83M0.0%+37.8%0.010%
1/31/2024abrdn plc943$316K0.0%+7.2%0.002%
1/31/2024 CNB Bank1,763$590K0.3%-20.0%0.003%
1/31/2024Federated Hermes Inc.2,469$827K0.0%-10.1%0.005%
1/31/2024 Daiwa Securities Group Inc.1,619$542K0.0%+6.6%0.003%
(Data available from 1/1/2016 forward)

ERIE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ERIE shares?

During the previous two years, 266 institutional investors and hedge funds held shares of Erie Indemnity. The most heavily invested institutionals were PNC Financial Services Group Inc. ($1.65B), Vanguard Group Inc. ($829.55M), BlackRock Inc. ($439.72M), Franklin Resources Inc. ($271.59M), UBS Asset Management Americas Inc. ($96.78M), Geode Capital Management LLC ($79.28M), and Dimensional Fund Advisors LP ($75.44M).Learn more on ERIE's institutional investors.

What percentage of Erie Indemnity stock is owned by institutional investors?

33.67% of Erie Indemnity stock is owned by institutional investors. Learn more on ERIE's institutional investor holdings.

Which institutional investors have been buying Erie Indemnity stock?

Of the 227 institutional investors that purchased Erie Indemnity stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bishop & Co Investment Management LLC ($1.45M), HBK Sorce Advisory LLC ($413.10K), Bank of New York Mellon Corp ($150.69K), Columbia Asset Management ($109.97K), Principal Financial Group Inc. ($93.35K), Robeco Institutional Asset Management B.V. ($86.44K), and Teachers Retirement System of The State of Kentucky ($74.04K).

How much institutional buying is happening at Erie Indemnity?

Institutional investors have bought a total of 4,099,154 shares in the last 24 months. This purchase volume represents approximately $968.92M in transactions.

Which Erie Indemnity major shareholders have been selling company stock?

Of the 142 institutional investors that sold Erie Indemnity stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: PNC Financial Services Group Inc. ($33.52M), First Trust Advisors LP ($285.76K), Geode Capital Management LLC ($136.52K), Allspring Global Investments Holdings LLC ($86.08K), Robeco Institutional Asset Management B.V. ($74.40K), New York State Common Retirement Fund ($69.06K), and Bank of New York Mellon Corp ($53.02K).

How much institutional selling is happening at Erie Indemnity?

Institutional investors have sold a total of 35,008,035 shares in the last 24 months. This volume of shares sold represents approximately $7.40B in transactions.


This page (NASDAQ:ERIE) was last updated on 5/7/2024 by MarketBeat.com Staff

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