ERIE INDEMNITY COMPANY-CL A (ERIE) Institutional Ownership Changes & 13F Activity

ERIE INDEMNITY COMPANY-CL A (ERIE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Caisse De Depot Et Placement Du Quebec, Charles Schwab Investment Management Inc, Millennium Management Llc, and Hsbc Holdings Plc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-683-3.4%19,282$4.62MQ2 2026Sep 23, 2026
State Street CorpBuy+54,495+3.9%1,437,522$344.65MQ2 2026Sep 22, 2026
Andra Ap-FondenBuy+2,355—2,355$564.61KQ2 2026Sep 22, 2026
Manufacturers Life Insurance Company, TheBuy+649+3.6%18,539$4.44MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+32,134+128.8%57,083$13.69MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+2+40.0%7$1.68KQ2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+2,014—2,014$482.68KQ2 2026Aug 27, 2026
California State Teachers Retirement SystemBuy+14,358+50.2%42,956$10.30MQ2 2026Aug 24, 2026
Cyber Hornet Etfs LlcSell-1-1.4%68$16.30KQ2 2026Aug 24, 2026
Rehmann Capital Advisory GroupSell-4-0.0%19,886$4.77MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+523+63.7%1,344$322.11KQ2 2026Aug 19, 2026
Jefferies Financial Group Inc.Sell-2,324-67.3%1,131$271.16KQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+1,400—1,400$335.65KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+12—12$2.88KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+1,091,087—1,091,087$261.59MQ2 2026Aug 14, 2026
Caisse De Depot Et Placement Du QuebecSell-127,580-70.0%54,732$13.12MQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncBuy+91,995+12.0%855,984$205.22MQ2 2026Aug 14, 2026
Millennium Management LlcSell-69,558-49.5%70,887$17.00MQ2 2026Aug 14, 2026
Hsbc Holdings PlcBuy+58,178+130.1%102,908$24.66MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+46,485+9.7%526,267$126.17MQ2 2026Aug 14, 2026
Balyasny Asset Management L.P.Buy+43,254—43,254$10.37MQ2 2026Aug 14, 2026
Pdt Partners, LlcBuy+32,555+199.2%48,895$11.72MQ2 2026Aug 14, 2026
Voleon Capital Management LpBuy+26,533+83.6%58,260$13.97MQ2 2026Aug 14, 2026
Barclays PlcBuy+20,879+17.0%143,828$34.48MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+13,807+66.6%34,531$8.21MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-13,222-55.0%10,837$2.60MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-10,485-6.5%151,630$36.35MQ2 2026Aug 14, 2026
Alliancebernstein L.P.Buy+9,414+62.2%24,546$6.17MQ2 2026Aug 14, 2026
Ensign Peak Advisors, IncSell-9,032-79.2%2,379$570.37KQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+9,006—9,006$2.16MQ2 2026Aug 14, 2026
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Frequently asked questions about ERIE activity

  • Which institutional owners are buying ERIE?

    Institutional owners buying ERIE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ERIE activity?

    "Buy" means an investor increased their reported position in ERIE compared to the prior reporting period. This reflects growing exposure to ERIE INDEMNITY COMPANY-CL A (ERIE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ERIE increasing?

    Institutional interest in ERIE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.