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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -683 | -3.4% | 19,282 | $4.62M | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Buy | +54,495 | +3.9% | 1,437,522 | $344.65M | Q2 2026 | Sep 22, 2026 |
| Andra Ap-Fonden | Buy | +2,355 | — | 2,355 | $564.61K | Q2 2026 | Sep 22, 2026 |
| Manufacturers Life Insurance Company, The | Buy | +649 | +3.6% | 18,539 | $4.44M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +32,134 | +128.8% | 57,083 | $13.69M | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +2 | +40.0% | 7 | $1.68K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +2,014 | — | 2,014 | $482.68K | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Buy | +14,358 | +50.2% | 42,956 | $10.30M | Q2 2026 | Aug 24, 2026 |
| Cyber Hornet Etfs Llc | Sell | -1 | -1.4% | 68 | $16.30K | Q2 2026 | Aug 24, 2026 |
| Rehmann Capital Advisory Group | Sell | -4 | -0.0% | 19,886 | $4.77M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +523 | +63.7% | 1,344 | $322.11K | Q2 2026 | Aug 19, 2026 |
| Jefferies Financial Group Inc. | Sell | -2,324 | -67.3% | 1,131 | $271.16K | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Buy | +1,400 | — | 1,400 | $335.65K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +12 | — | 12 | $2.88K | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +1,091,087 | — | 1,091,087 | $261.59M | Q2 2026 | Aug 14, 2026 |
| Caisse De Depot Et Placement Du Quebec | Sell | -127,580 | -70.0% | 54,732 | $13.12M | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Buy | +91,995 | +12.0% | 855,984 | $205.22M | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Sell | -69,558 | -49.5% | 70,887 | $17.00M | Q2 2026 | Aug 14, 2026 |
| Hsbc Holdings Plc | Buy | +58,178 | +130.1% | 102,908 | $24.66M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +46,485 | +9.7% | 526,267 | $126.17M | Q2 2026 | Aug 14, 2026 |
| Balyasny Asset Management L.P. | Buy | +43,254 | — | 43,254 | $10.37M | Q2 2026 | Aug 14, 2026 |
| Pdt Partners, Llc | Buy | +32,555 | +199.2% | 48,895 | $11.72M | Q2 2026 | Aug 14, 2026 |
| Voleon Capital Management Lp | Buy | +26,533 | +83.6% | 58,260 | $13.97M | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +20,879 | +17.0% | 143,828 | $34.48M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +13,807 | +66.6% | 34,531 | $8.21M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -13,222 | -55.0% | 10,837 | $2.60M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -10,485 | -6.5% | 151,630 | $36.35M | Q2 2026 | Aug 14, 2026 |
| Alliancebernstein L.P. | Buy | +9,414 | +62.2% | 24,546 | $6.17M | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | Sell | -9,032 | -79.2% | 2,379 | $570.37K | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +9,006 | — | 9,006 | $2.16M | Q2 2026 | Aug 14, 2026 |
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.
Related ERIE Institutional Insights
- ERIE Overview
- ERIE 13F Institutional Holders
- ERIE Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- ERIE Insider Trading & SEC Form 4 Activity
- ERIE Articles
- Top Institutional Investor Stock Rankings