Who owns Erie Indemnity (ERIE)
Which tracked institutional funds hold ERIE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ERIE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
75 tracked funds added or opened ERIE while 84 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
ERIE’s largest tracked holder by dollar value, PNC Financial Services Group, Inc., sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ERIE 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 2026-Q1 and 2026-Q2, across 408 tracked filers holding ERIE, 262 increased or opened the position and 177 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 ERIE between the 2026-Q1 and 2026-Q2 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 22
- CWA Asset Management Group, LLC$22M
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$11M
- BALYASNY ASSET MANAGEMENT L.P.$10M
- Fideuram Asset Management (Ireland) dac$7M
- MARSHALL WACE, LLP$2M
- PANAGORA ASSET MANAGEMENT INC$2M
Full exits 28
- Amundi$12M
- Janney Montgomery Scott LLC$7M
- SG Americas Securities, LLC$5M
- CANADA LIFE ASSURANCE Co$5M
- SOL Capital Management CO$4M
- TWO SIGMA INVESTMENTS, LP$4M
Largest adds
- BlackRock, Inc.$223M
- NORGES BANK$37M
- HSBC HOLDINGS PLC$13M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$13M
- Invesco Ltd.$12M
- Erste Asset Management GmbH$9M
Largest trims
- PNC Financial Services Group, Inc.$76M
- FRANKLIN RESOURCES INC$40M
- Caisse de depot et placement du Quebec$33M
- Focus Partners Wealth$23M
- MILLENNIUM MANAGEMENT LLC$18M
- VANGUARD CAPITAL MANAGEMENT LLC$18M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PNC Financial Services Group, Inc. trimmed | 4,826,778 | $1.2B | 24.1% | 2026-Q2 |
| BlackRock, Inc. added | 1,674,602 | $401M | 8.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,635,926 | $392M | 8.2% | 2026-Q2 |
| STATE STREET CORP added | 1,437,522 | $345M | 7.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,111,008 | $266M | 5.5% | 2026-Q2 |
| Invesco Ltd. added | 1,091,087 | $262M | 5.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 899,461 | $215M | 4.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 855,984 | $205M | 4.3% | 2026-Q2 |
| ProShare Advisors LLC added | 641,437 | $154M | 3.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 526,267 | $126M | 2.6% | 2026-Q2 |
| MORGAN STANLEY added | 513,784 | $123M | 2.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 260,197 | $62M | 1.3% | 2026-Q2 |
| Vest Financial, LLC added | 191,289 | $46M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 180,016 | $43M | 0.9% | 2026-Q2 |
| NORGES BANK added | 171,369 | $41M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 164,118 | $39M | 0.8% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 155,862 | $37M | 0.8% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 152,735 | $37M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 151,630 | $36M | 0.8% | 2026-Q2 |
| CITIGROUP INC added | 147,885 | $35M | 0.7% | 2026-Q2 |
| BARCLAYS PLC added | 143,828 | $34M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 139,987 | $34M | 0.7% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 122,372 | $29M | 0.6% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 121,438 | $29M | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 120,677 | $29M | 0.6% | 2026-Q2 |
| Erste Asset Management GmbH added | 105,000 | $25M | 0.5% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 102,908 | $25M | 0.5% | 2026-Q2 |
| Legal & General Group Plc added | 101,127 | $24M | 0.5% | 2026-Q2 |
| Summit Trail Advisors, LLC added | 92,804 | $22M | 0.5% | 2026-Q2 |
| CWA Asset Management Group, LLC new | 91,110 | $22M | 0.5% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 80,980 | $19M | 0.4% | 2026-Q2 |
| Columbia Asset Management added | 72,592 | $17M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 71,540 | $17M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 70,887 | $17M | 0.4% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 70,487 | $17M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 68,331 | $17M | 0.3% | 2026-Q2 |
| Allegheny Financial Group | 65,647 | $16M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 60,696 | $15M | 0.3% | 2026-Q2 |
| Voleon Capital Management LP added | 58,260 | $14M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 57,083 | $14M | 0.3% | 2026-Q2 |
| Caisse de depot et placement du Quebec trimmed | 54,732 | $13M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 52,175 | $13M | 0.3% | 2026-Q2 |
| PDT Partners, LLC added | 48,895 | $12M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 45,499 | $11M | 0.2% | 2026-Q2 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 45,000 | $11M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 43,254 | $10M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 42,956 | $10M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 40,636 | $10M | 0.2% | 2026-Q2 |
| Swiss Life Asset Management Ltd added | 39,732 | $10M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 38,159 | $9M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 37,496 | $9M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 34,537 | $8M | 0.2% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 33,068 | $8M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 31,991 | $8M | 0.2% | 2026-Q2 |
| Fideuram Asset Management (Ireland) dac added | 30,045 | $7M | 0.2% | 2026-Q2 |
| MAI Capital Management added | 29,430 | $7M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 29,425 | $7M | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 28,653 | $7M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 28,281 | $7M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 27,671 | $7M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 27,602 | $7M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP added | 27,189 | $7M | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 25,645 | $6M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 24,546 | $6M | 0.1% | 2026-Q2 |
| Rodgers Brothers Inc. trimmed | 23,766 | $6M | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC added | 22,391 | $5M | 0.1% | 2026-Q2 |
| YOUSIF CAPITAL MANAGEMENT, LLC trimmed | 22,272 | $5M | 0.1% | 2026-Q2 |
| Vident Advisory, LLC added | 21,426 | $5M | 0.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 21,310 | $5M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 19,997 | $5M | 0.1% | 2026-Q2 |
| Rehmann Capital Advisory Group trimmed | 19,886 | $5M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp added | 19,385 | $5M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 19,282 | $5M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 19,169 | $5M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 18,987 | $5M | 0.1% | 2026-Q2 |
| APG Asset Management N.V. added | 18,609 | $4M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 18,542 | $4M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 18,539 | $4M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 17,834 | $4M | 0.1% | 2026-Q2 |
| Resona Asset Management Co.,Ltd. added | 17,700 | $4M | 0.1% | 2026-Q2 |
| Nuveen, LLC added | 17,063 | $4M | 0.1% | 2026-Q2 |
| HBK Sorce Advisory LLC added | 16,143 | $4M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 14,587 | $3M | 0.1% | 2026-Q2 |
| Quantbot Technologies LP trimmed | 14,456 | $3M | 0.1% | 2026-Q2 |
| WEDGEWOOD INVESTORS INC /PA/ trimmed | 14,448 | $3M | 0.1% | 2026-Q2 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND added | 14,296 | $3M | 0.1% | 2026-Q2 |
| Mediolanum International Funds Ltd added | 14,037 | $3M | 0.1% | 2026-Q2 |
| DANSKE BANK A/S trimmed | 13,832 | $3M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 13,635 | $3M | 0.1% | 2026-Q2 |
| AGF MANAGEMENT LTD trimmed | 13,390 | $3M | 0.1% | 2026-Q2 |
| AVIVA PLC added | 13,290 | $3M | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 12,283 | $3M | 0.1% | 2026-Q2 |
| Chevy Chase Trust Holdings, LLC trimmed | 12,266 | $3M | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 11,701 | $3M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 11,626 | $3M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 11,079 | $3M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 10,837 | $3M | 0.1% | 2026-Q2 |
| Asset Management One Co., Ltd. trimmed | 10,678 | $3M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 10,396 | $3M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 10,196 | $2M | 0.1% | 2026-Q2 |
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.