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HomeStocksERICInstitutional Holders

ERIC logoTelefonaktiebolaget LM Ericsson (publ) (ERIC) Institutional Ownership

Q2 2026 13F Data|Updated 2026-11-07

✨

Institutional ownership increased this quarter (+0.03 pp), though top 10 holders maintain a highly concentrated 72.3% of institutional value.

Institutional Ownership
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
9.7%$2.8B total value · ▲ +0.03 pp vs prior quarter
Smart Money Score
Based on ownership concentration, fund quality, buying/selling activity, ownership indicators, and institutional trend.
57 / 100Neutral
Institutions & Flow395 holders+17 net flow (+65 / -48)

AI Insights & Key Takeaways

  • Positive Institutional Flow (+17)
  • Renaissance Technologies Llc and Jane Street Group, Llc maintain significant positions
  • Top 10 holders control 72.3% of institutional value
  • No Insider Signal

Top Institutional Holders of ERIC

Ranked by reported Q2 2026 13F market value

Top 10 Holders
72.3%
Top 25 Holders
86.7%

Share of total reported institutional value in ERIC held by the largest 10 / 25 filers.

#InstitutionShares HeldMarket ValueQoQ ChangeOwnership %% of Fund
1HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC68.7M$766.0M-16.5%2.087%2.23%
2PRIMECAP MANAGEMENT CO/CA/41.6M$464.0M+11.0%1.264%0.27%
3GOLDMAN SACHS GROUP INC15.3M$170.4M+104.9%

Quarterly Institutional Activity

Filings activity in ERIC during Q2 2026, grouped by how each filer changed its position.

OverviewNew Buyers65Added To140Trimmed176Exited48
  • HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$766.0M
  • SEI INVESTMENTS CO$57.6M

ERIC Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

QuarterInst. HoldersΔ HoldersOwnership %Δ OwnershipTotal 13F ValueΔ Value
Q2 2026395+5.6%9.67%+0.03 pp$2.83B+1.4%
Q1 2026374+9.0%9.64%0.23 pp$2.79B+11%
Q4 2025343+5.5%9.87%+0.25 pp$2.53B+26%
Q3 20253256.9%9.62%1.99 pp$2.01B19%
Q2 2025349+10%11.61%0.46 pp$2.47B+5.5%
Q1 2025316+1.9%

ERIC — Frequently Asked Questions

Quick answers to the most common questions about buying ERIC stock.

What percentage of ERIC is owned by institutions?

Based on Q2 2026 13F filings, institutional ownership of Telefonaktiebolaget LM Ericsson (publ) stands at 9.7%, held across 395 reporting institutions.

Who is the largest institutional holder of ERIC?

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC is the largest reported institutional holder of ERIC, with approximately 68,701,573 shares worth $0.77B as of Q2 2026.

Is ERIC a hedge fund favorite?

Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of ERIC, including RENAISSANCE TECHNOLOGIES LLC, JANE STREET GROUP, LLC.

What is ERIC's Smart Money Score?

Our composite Smart Money Score for ERIC is 57 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought ERIC this quarter?
0.464%
0.01%
4ARROWSTREET CAPITAL, LIMITED PARTNERSHIP15.2M$169.2M+10.7%0.461%0.08%
5MORGAN STANLEY13.2M$146.8M+42.5%0.400%0.01%
6BANK OF AMERICA CORP /DE/8.1M$90.7M+20.2%0.247%0.01%
7UBS Group AG6.1M$67.6M+349.8%0.184%0.01%
8AMERIPRISE FINANCIAL INC5.2M$58.1M+31.2%0.158%0.01%
9SEI INVESTMENTS CO5.2M$57.6M-3.1%0.157%0.05%
10FMR LLC5.1M$56.3M+1.8%0.153%0.00%
11LAZARD ASSET MANAGEMENT LLC4.5M$50.1M+15.3%0.136%0.08%
12RENAISSANCE TECHNOLOGIES LLC4.1M$45.5M-55.1%0.124%0.06%
13NEW YORK STATE COMMON RETIREMENT FUND3.1M$34.7M+0.3%0.095%0.04%
14CITIGROUP INC2.9M$32.1M+0.7%0.087%0.01%
15MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2.7M$30.2M+2.6%0.082%0.04%
16BlackRock, Inc.2.7M$30.2M+138.5%0.082%0.00%
17AMERICAN CENTURY COMPANIES INC2.6M$29.5M+11.4%0.080%0.01%
18JPMORGAN CHASE & CO2.2M$24.7M+506.4%0.067%0.00%
19JANE STREET GROUP, LLC2.0M$22.2M-25.2%0.061%0.00%
20Russell Investments Group, Ltd.1.9M$21.6M+0.9%0.059%0.02%
21NORTHERN TRUST CORP1.9M$21.3M-5.3%0.058%0.00%
22MARSHALL WACE, LLP1.8M$20.2M+40.3%0.055%0.02%
23FIRST TRUST ADVISORS LP1.5M$16.8M+56.0%0.046%0.01%
24PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO1.4M$15.8M0.0%0.043%0.05%
25ENVESTNET ASSET MANAGEMENT INC1.3M$13.9M+27.9%0.038%0.00%

denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ERIC — a direct measure of their conviction.

RENAISSANCE TECHNOLOGIES LLC
$45.5M
  • NEW YORK STATE COMMON RETIREMENT FUND$34.7M
  • CITIGROUP INC$32.1M
  • JANE STREET GROUP, LLC$22.2M
  • NORTHERN TRUST CORP$21.3M
  • PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$15.8M
  • D. E. Shaw & Co., Inc.$11.4M
  • Defiance ETFs, LLC$9.9M
  • US BANCORP \DE\$9.0M
  • LEUTHOLD GROUP, LLC$8.6M
  • 12.07%
    0.03 pp
    $2.34B
    4.5%
    Q4 2024310+21%12.10%+2.60 pp$2.45B+38%
    Q3 2024257—9.50%—$1.78B—

    Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.

    65 institutions opened new positions in ERIC during Q2 2026, while 48 fully exited. 140 added to existing positions and 176 trimmed.

    How is institutional ownership of ERIC changing?

    ERIC institutional ownership rose by 0.03 percentage points quarter-over-quarter, with a net change of +21 holders.

    How concentrated is ERIC ownership among the top holders?

    The top 10 institutions account for 72.3% of all reported 13F value in ERIC, and the top 25 account for 86.7%.

    Where does this ERIC institutional ownership data come from?

    All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.

    ERICTelefonaktiebolaget LM Ericsson (publ)
    $10.26$33.8B
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