Who owns ERIC (ERIC)
Which tracked institutional funds hold ERIC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ERIC company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
93 tracked funds added or opened ERIC while 33 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ERIC’s largest tracked holder by dollar value, HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC, sizes it at 2.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ERIC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 372 tracked filers holding ERIC, 232 increased or opened the position and 131 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ERIC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 12
- WELLINGTON MANAGEMENT GROUP LLP$22M
- MARSHALL WACE, LLP$15M
- D. E. Shaw & Co., Inc.$12M
- TWO SIGMA INVESTMENTS, LP$10M
- Integrated Quantitative Investments LLC$3M
- PRICE T ROWE ASSOCIATES INC /MD/$3M
Full exits 13
- TWO SIGMA ADVISERS, LP$15M
- Jump Financial, LLC$6M
- Qube Research & Technologies Ltd$5M
- Forum Financial Management, LP$3M
- DV EQUITIES, LLC$3M
- Quantbot Technologies LP$3M
Largest adds
- PRIMECAP MANAGEMENT CO/CA/$166M
- ACADIAN ASSET MANAGEMENT LLC$82M
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$38M
- AMERIPRISE FINANCIAL INC$38M
- MORGAN STANLEY$36M
- BANK OF AMERICA CORP /DE/$33M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$106M
- UBS Group AG$36M
- MILLENNIUM MANAGEMENT LLC$34M
- Optiver Holding B.V.$31M
- OLD MISSION CAPITAL LLC$17M
- ABC ARBITRAGE SA$16M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 82,262,127 | $927M | 25.6% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 64,816,105 | $730M | 20.2% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ added | 37,504,013 | $423M | 11.7% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 13,706,469 | $154M | 4.3% | 2026-Q1 |
| MORGAN STANLEY added | 9,241,575 | $104M | 2.9% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 9,079,400 | $102M | 2.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 7,455,688 | $84M | 2.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 6,767,634 | $76M | 2.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 5,334,945 | $60M | 1.7% | 2026-Q1 |
| FMR LLC added | 4,961,507 | $56M | 1.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 3,970,456 | $45M | 1.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 3,898,875 | $44M | 1.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 3,102,008 | $35M | 1.0% | 2026-Q1 |
| CITIGROUP INC added | 2,858,454 | $32M | 0.9% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 2,640,351 | $30M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 2,407,079 | $27M | 0.8% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 2,372,061 | $27M | 0.7% | 2026-Q1 |
| ABC ARBITRAGE SA trimmed | 2,333,866 | $26M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 2,014,891 | $23M | 0.6% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,983,261 | $22M | 0.6% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 1,920,220 | $21M | 0.6% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 1,418,076 | $16M | 0.4% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 1,399,517 | $16M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 1,348,009 | $15M | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP added | 1,339,481 | $15M | 0.4% | 2026-Q1 |
| MARSHALL WACE, LLP added | 1,291,573 | $15M | 0.4% | 2026-Q1 |
| BlackRock, Inc. added | 1,135,157 | $13M | 0.4% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 1,111,485 | $13M | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 1,105,342 | $12M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,070,200 | $12M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 1,025,496 | $12M | 0.3% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 984,962 | $11M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 978,084 | $11M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 964,360 | $11M | 0.3% | 2026-Q1 |
| Defiance ETFs, LLC trimmed | 939,092 | $11M | 0.3% | 2026-Q1 |
| Penserra Capital Management LLC trimmed | 939,092 | $11M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 883,900 | $10M | 0.3% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 877,067 | $10M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 822,343 | $9M | 0.3% | 2026-Q1 |
| LEUTHOLD GROUP, LLC added | 811,438 | $9M | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 797,447 | $9M | 0.2% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 677,138 | $8M | 0.2% | 2026-Q1 |
| Turim 21 Investimentos Ltda. | 670,000 | $8M | 0.2% | 2026-Q1 |
| Drum Hill Capital, LLC trimmed | 666,951 | $8M | 0.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 639,045 | $7M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 636,954 | $7M | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 583,012 | $7M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC | 565,760 | $6M | 0.2% | 2026-Q1 |
| AZZAD ASSET MANAGEMENT INC /ADV added | 528,102 | $6M | 0.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 507,612 | $6M | 0.2% | 2026-Q1 |
| Amundi trimmed | 503,877 | $6M | 0.2% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 445,351 | $5M | 0.1% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 435,122 | $5M | 0.1% | 2026-Q1 |
| DENALI ADVISORS LLC trimmed | 404,240 | $5M | 0.1% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 368,811 | $4M | 0.1% | 2026-Q1 |
| BARCLAYS PLC added | 364,121 | $4M | 0.1% | 2026-Q1 |
| QRG CAPITAL MANAGEMENT, INC. added | 359,627 | $4M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 359,012 | $4M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 365,049 | $4M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 343,084 | $4M | 0.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 327,764 | $4M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 320,911 | $4M | 0.1% | 2026-Q1 |
| Diversified Trust Co added | 310,929 | $4M | 0.1% | 2026-Q1 |
| BCS Private Wealth Management, Inc. added | 304,545 | $3M | 0.1% | 2026-Q1 |
| Man Group plc added | 282,376 | $3M | 0.1% | 2026-Q1 |
| MANNING & NAPIER ADVISORS LLC trimmed | 275,087 | $3M | 0.1% | 2026-Q1 |
| Ethic Inc. trimmed | 271,337 | $3M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 270,640 | $3M | 0.1% | 2026-Q1 |
| Optiver Holding B.V. trimmed | 265,039 | $3M | 0.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 265,035 | $3M | 0.1% | 2026-Q1 |
| EARNEST PARTNERS LLC trimmed | 262,238 | $3M | 0.1% | 2026-Q1 |
| Integrated Quantitative Investments LLC added | 260,820 | $3M | 0.1% | 2026-Q1 |
| Henry James International Management Inc. added | 231,674 | $3M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 228,213 | $3M | 0.1% | 2026-Q1 |
| Crossmark Global Holdings, Inc. trimmed | 226,431 | $3M | 0.1% | 2026-Q1 |
| denkapparat Operations GmbH new | 222,462 | $3M | 0.1% | 2026-Q1 |
| SALT Holding Corp. | 200,000 | $2M | 0.1% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 181,977 | $2M | 0.1% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC trimmed | 176,543 | $2M | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 164,454 | $2M | 0.1% | 2026-Q1 |
| Vident Advisory, LLC added | 163,842 | $2M | 0.1% | 2026-Q1 |
| Boston Partners added | 163,049 | $2M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 163,089 | $2M | 0.1% | 2026-Q1 |
| DigitalBridge Group, Inc. trimmed | 3,893,867 | $33M | 0.9% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC added | 3,365,879 | $29M | 0.8% | 2025-Q2 stale |
| Point72 Asset Management, L.P. trimmed | 1,853,806 | $16M | 0.4% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP trimmed | 1,507,000 | $15M | 0.4% | 2025-Q4 stale |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 1,227,079 | $10M | 0.3% | 2025-Q2 stale |
| SUMMIT SECURITIES GROUP LLC added | 924,788 | $8M | 0.2% | 2025-Q2 stale |
| MACQUARIE GROUP LTD | 759,912 | $6M | 0.2% | 2025-Q3 stale |
| Jump Financial, LLC trimmed | 639,805 | $6M | 0.2% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 559,134 | $5M | 0.1% | 2025-Q4 stale |
| FNY Investment Advisers, LLC added | 575,000 | $5M | 0.1% | 2025-Q2 stale |
| CWA Asset Management Group, LLC added | 573,756 | $5M | 0.1% | 2025-Q3 stale |
| Employees Retirement System of Texas | 600,863 | $5M | 0.1% | 2025-Q1 stale |
| Y-Intercept (Hong Kong) Ltd added | 494,505 | $4M | 0.1% | 2025-Q3 stale |
| Forum Financial Management, LP | 326,980 | $3M | 0.1% | 2025-Q4 stale |
| DV EQUITIES, LLC new | 311,633 | $3M | 0.1% | 2025-Q4 stale |
| Bayesian Capital Management, LP added | 343,400 | $3M | 0.1% | 2025-Q2 stale |
| Quantbot Technologies LP added | 260,294 | $3M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.