Who owns ERIE (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-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
67 tracked funds added or opened ERIE while 119 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
ERIE’s largest tracked holder by dollar value, PNC FINANCIAL SERVICES GROUP, INC., sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp 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 2025-Q4 and 2026-Q1, across 400 tracked filers holding ERIE, 226 increased or opened the position and 204 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 ERIE 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 21
- VANGUARD CAPITAL MANAGEMENT LLC$410M
- VANGUARD PORTFOLIO MANAGEMENT LLC$278M
- VANGUARD FIDUCIARY TRUST CO$35M
- Vanguard Global Advisers, LLC$13M
- SOL Capital Management CO$4M
- PEAK6 LLC$4M
Full exits 23
- VANGUARD GROUP INC$817M
- Alberta Investment Management Corp$6M
- Point72 Asset Management, L.P.$5M
- Trexquant Investment LP$3M
- Lighthouse Investment Partners, LLC$2M
- Skandinaviska Enskilda Banken AB (publ)$1M
Largest adds
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$141M
- MILLENNIUM MANAGEMENT LLC$28M
- BANK OF AMERICA CORP /DE/$16M
- Invesco Ltd.$15M
- Focus Partners Wealth$12M
- CITIGROUP INC$9M
Largest trims
- Cresset Asset Management, LLC$496M
- BlackRock, Inc.$269M
- PNC FINANCIAL SERVICES GROUP, INC.$174M
- FRANKLIN RESOURCES INC$101M
- NORGES BANK$45M
- STATE STREET CORP$43M
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 |
|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 4,909,034 | $1.2B | 22.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,630,683 | $410M | 7.4% | 2026-Q1 |
| STATE STREET CORP added | 1,383,027 | $348M | 6.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,105,889 | $278M | 5.0% | 2026-Q1 |
| Invesco Ltd. added | 992,145 | $249M | 4.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 862,023 | $216M | 3.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 763,989 | $192M | 3.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 709,186 | $178M | 3.2% | 2026-Q1 |
| ProShare Advisors LLC added | 597,974 | $150M | 2.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 479,782 | $121M | 2.2% | 2026-Q1 |
| MORGAN STANLEY added | 457,757 | $115M | 2.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 225,993 | $57M | 1.0% | 2026-Q1 |
| Vest Financial, LLC added | 185,010 | $46M | 0.8% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 182,312 | $46M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 177,736 | $45M | 0.8% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 167,302 | $42M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp added | 164,581 | $41M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 162,115 | $41M | 0.7% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 145,427 | $37M | 0.7% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 142,149 | $36M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 140,445 | $35M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 139,898 | $35M | 0.6% | 2026-Q1 |
| UBS Group AG added | 139,160 | $35M | 0.6% | 2026-Q1 |
| BARCLAYS PLC added | 122,949 | $31M | 0.6% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 118,140 | $30M | 0.5% | 2026-Q1 |
| Focus Partners Wealth added | 114,445 | $29M | 0.5% | 2026-Q1 |
| CITIGROUP INC added | 105,594 | $27M | 0.5% | 2026-Q1 |
| Legal & General Group Plc added | 101,024 | $25M | 0.5% | 2026-Q1 |
| Summit Trail Advisors, LLC trimmed | 92,363 | $23M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 91,512 | $23M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 74,540 | $19M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 73,556 | $18M | 0.3% | 2026-Q1 |
| Columbia Asset Management added | 72,569 | $18M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 68,395 | $17M | 0.3% | 2026-Q1 |
| Allegheny Financial Group | 65,647 | $16M | 0.3% | 2026-Q1 |
| Pacer Advisors, Inc. trimmed | 949,683 | $16M | 0.3% | 2026-Q1 |
| Erste Asset Management GmbH added | 63,000 | $16M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 60,707 | $15M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 53,022 | $13M | 0.2% | 2026-Q1 |
| Amundi trimmed | 47,796 | $12M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 44,730 | $11M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 43,146 | $11M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 37,627 | $9M | 0.2% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 35,035 | $9M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 35,136 | $9M | 0.2% | 2026-Q1 |
| Swiss Life Asset Management Ltd added | 32,950 | $8M | 0.1% | 2026-Q1 |
| Voleon Capital Management LP added | 31,727 | $8M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 29,967 | $8M | 0.1% | 2026-Q1 |
| MAI Capital Management added | 29,279 | $7M | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC added | 28,616 | $7M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 28,598 | $7M | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 27,997 | $7M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 26,667 | $7M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 25,900 | $7M | 0.1% | 2026-Q1 |
| Rodgers Brothers Inc. added | 25,701 | $6M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 24,949 | $6M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 24,059 | $6M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 22,532 | $6M | 0.1% | 2026-Q1 |
| YOUSIF CAPITAL MANAGEMENT, LLC added | 22,299 | $6M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 21,336 | $5M | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 20,879 | $5M | 0.1% | 2026-Q1 |
| Quantbot Technologies LP added | 20,493 | $5M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 20,550 | $5M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 19,965 | $5M | 0.1% | 2026-Q1 |
| Rehmann Capital Advisory Group added | 19,890 | $5M | 0.1% | 2026-Q1 |
| Holocene Advisors, LP added | 19,820 | $5M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 19,453 | $5M | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 19,294 | $5M | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 19,083 | $5M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 18,243 | $5M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 18,131 | $5M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 18,082 | $5M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 17,890 | $4M | 0.1% | 2026-Q1 |
| SOL Capital Management CO new | 12,724 | $4M | 0.1% | 2026-Q1 |
| Resona Asset Management Co.,Ltd. added | 17,539 | $4M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 15,132 | $4M | 0.1% | 2026-Q1 |
| WEDGEWOOD INVESTORS INC /PA/ trimmed | 17,223 | $4M | 0.1% | 2026-Q1 |
| PDT Partners, LLC trimmed | 16,340 | $4M | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 16,299 | $4M | 0.1% | 2026-Q1 |
| Nuveen, LLC trimmed | 16,036 | $4M | 0.1% | 2026-Q1 |
| NORGES BANK trimmed | 9,383 | $4M | 0.1% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 15,353 | $4M | 0.1% | 2026-Q1 |
| PEAK6 LLC new | 15,001 | $4M | 0.1% | 2026-Q1 |
| Vident Advisory, LLC added | 14,582 | $4M | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 14,304 | $4M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 14,294 | $4M | 0.1% | 2026-Q1 |
| DANSKE BANK A/S added | 14,192 | $4M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 13,835 | $3M | 0.1% | 2026-Q1 |
| HBK Sorce Advisory LLC trimmed | 16,071 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,850,697 | $817M | 14.8% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC added | 84,154 | $27M | 0.5% | 2025-Q3 stale |
| Atlantic Union Bankshares Corp | 74,377 | $24M | 0.4% | 2025-Q3 stale |
| Woodline Partners LP new | 33,202 | $12M | 0.2% | 2025-Q2 stale |
| Andra AP-fonden added | 22,889 | $8M | 0.1% | 2025-Q2 stale |
| ROYCE & ASSOCIATES LP | 22,600 | $8M | 0.1% | 2025-Q2 stale |
| Alberta Investment Management Corp added | 19,900 | $6M | 0.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 16,293 | $5M | 0.1% | 2025-Q3 stale |
| Point72 Asset Management, L.P. added | 16,168 | $5M | 0.1% | 2025-Q4 stale |
| Cook Wealth, LLC added | 12,724 | $4M | 0.1% | 2025-Q1 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. new | 11,919 | $4M | 0.1% | 2025-Q3 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.