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Institutional Ownership · SEC Form 13F

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.

400
Institutional holders
20,082,544
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
PNC FINANCIAL SERVICES GROUP, INC. trimmed4,909,034$1.2B22.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,630,683$410M7.4%2026-Q1
STATE STREET CORP added1,383,027$348M6.3%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new1,105,889$278M5.0%2026-Q1
Invesco Ltd. added992,145$249M4.5%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added862,023$216M3.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added763,989$192M3.5%2026-Q1
BlackRock, Inc. trimmed709,186$178M3.2%2026-Q1
ProShare Advisors LLC added597,974$150M2.7%2026-Q1
BANK OF AMERICA CORP /DE/ added479,782$121M2.2%2026-Q1
MORGAN STANLEY added457,757$115M2.1%2026-Q1
DIMENSIONAL FUND ADVISORS LP added225,993$57M1.0%2026-Q1
Vest Financial, LLC added185,010$46M0.8%2026-Q1
Caisse de depot et placement du Quebec added182,312$46M0.8%2026-Q1
NORTHERN TRUST CORP trimmed177,736$45M0.8%2026-Q1
FRANKLIN RESOURCES INC trimmed167,302$42M0.8%2026-Q1
Bank of New York Mellon Corp added164,581$41M0.7%2026-Q1
GOLDMAN SACHS GROUP INC trimmed162,115$41M0.7%2026-Q1
NOMURA ASSET MANAGEMENT CO LTD added145,427$37M0.7%2026-Q1
DEUTSCHE BANK AG\ added142,149$36M0.6%2026-Q1
MILLENNIUM MANAGEMENT LLC added140,445$35M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new139,898$35M0.6%2026-Q1
UBS Group AG added139,160$35M0.6%2026-Q1
BARCLAYS PLC added122,949$31M0.6%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed118,140$30M0.5%2026-Q1
Focus Partners Wealth added114,445$29M0.5%2026-Q1
CITIGROUP INC added105,594$27M0.5%2026-Q1
Legal & General Group Plc added101,024$25M0.5%2026-Q1
Summit Trail Advisors, LLC trimmed92,363$23M0.4%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed91,512$23M0.4%2026-Q1
Swiss National Bank added74,540$19M0.3%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added73,556$18M0.3%2026-Q1
Columbia Asset Management added72,569$18M0.3%2026-Q1
Sumitomo Mitsui Trust Group, Inc. added68,395$17M0.3%2026-Q1
Allegheny Financial Group65,647$16M0.3%2026-Q1
Pacer Advisors, Inc. trimmed949,683$16M0.3%2026-Q1
Erste Asset Management GmbH added63,000$16M0.3%2026-Q1
TRUIST FINANCIAL CORP trimmed60,707$15M0.3%2026-Q1
Vanguard Global Advisers, LLC new53,022$13M0.2%2026-Q1
Amundi trimmed47,796$12M0.2%2026-Q1
HSBC HOLDINGS PLC trimmed44,730$11M0.2%2026-Q1
RHUMBLINE ADVISERS added43,146$11M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed37,627$9M0.2%2026-Q1
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added35,035$9M0.2%2026-Q1
JPMORGAN CHASE & CO trimmed35,136$9M0.2%2026-Q1
Swiss Life Asset Management Ltd added32,950$8M0.1%2026-Q1
Voleon Capital Management LP added31,727$8M0.1%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added29,967$8M0.1%2026-Q1
MAI Capital Management added29,279$7M0.1%2026-Q1
Gotham Asset Management, LLC added28,616$7M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed28,598$7M0.1%2026-Q1
Mirae Asset Global Investments Co., Ltd. added27,997$7M0.1%2026-Q1
Janney Montgomery Scott LLC added26,667$7M0.1%2026-Q1
WELLS FARGO & COMPANY/MN added25,900$7M0.1%2026-Q1
Rodgers Brothers Inc. added25,701$6M0.1%2026-Q1
CITADEL ADVISORS LLC added24,949$6M0.1%2026-Q1
ROYAL BANK OF CANADA added24,059$6M0.1%2026-Q1
BANK OF MONTREAL /CAN/ added22,532$6M0.1%2026-Q1
YOUSIF CAPITAL MANAGEMENT, LLC added22,299$6M0.1%2026-Q1
SG Americas Securities, LLC added21,336$5M0.1%2026-Q1
Cresset Asset Management, LLC trimmed20,879$5M0.1%2026-Q1
Quantbot Technologies LP added20,493$5M0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC added20,550$5M0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added19,965$5M0.1%2026-Q1
Rehmann Capital Advisory Group added19,890$5M0.1%2026-Q1
Holocene Advisors, LP added19,820$5M0.1%2026-Q1
Russell Investments Group, Ltd. trimmed19,453$5M0.1%2026-Q1
AMERICAN CENTURY COMPANIES INC added19,294$5M0.1%2026-Q1
Mitsubishi UFJ Trust & Banking Corp trimmed19,083$5M0.1%2026-Q1
Cerity Partners LLC added18,243$5M0.1%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed18,131$5M0.1%2026-Q1
CANADA LIFE ASSURANCE Co added18,082$5M0.1%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE added17,890$4M0.1%2026-Q1
SOL Capital Management CO new12,724$4M0.1%2026-Q1
Resona Asset Management Co.,Ltd. added17,539$4M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed15,132$4M0.1%2026-Q1
WEDGEWOOD INVESTORS INC /PA/ trimmed17,223$4M0.1%2026-Q1
PDT Partners, LLC trimmed16,340$4M0.1%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed16,299$4M0.1%2026-Q1
Nuveen, LLC trimmed16,036$4M0.1%2026-Q1
NORGES BANK trimmed9,383$4M0.1%2026-Q1
GUGGENHEIM CAPITAL LLC added15,353$4M0.1%2026-Q1
PEAK6 LLC new15,001$4M0.1%2026-Q1
Vident Advisory, LLC added14,582$4M0.1%2026-Q1
NATIONAL BANK OF CANADA /FI/ added14,304$4M0.1%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD added14,294$4M0.1%2026-Q1
DANSKE BANK A/S added14,192$4M0.1%2026-Q1
STIFEL FINANCIAL CORP added13,835$3M0.1%2026-Q1
HBK Sorce Advisory LLC trimmed16,071$3M0.1%2026-Q1
VANGUARD GROUP INC trimmed2,850,697$817M14.8%2025-Q4 stale
Kovitz Investment Group Partners, LLC added84,154$27M0.5%2025-Q3 stale
Atlantic Union Bankshares Corp74,377$24M0.4%2025-Q3 stale
Woodline Partners LP new33,202$12M0.2%2025-Q2 stale
Andra AP-fonden added22,889$8M0.1%2025-Q2 stale
ROYCE & ASSOCIATES LP22,600$8M0.1%2025-Q2 stale
Alberta Investment Management Corp added19,900$6M0.1%2025-Q4 stale
Cubist Systematic Strategies, LLC added16,293$5M0.1%2025-Q3 stale
Point72 Asset Management, L.P. added16,168$5M0.1%2025-Q4 stale
Cook Wealth, LLC added12,724$4M0.1%2025-Q1 stale
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. new11,919$4M0.1%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.

HoldersTotal shares

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.

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