Question 1

What percentage of ERIC is owned by institutions?

Accepted Answer

Based on Q1 2026 13F filings, institutional ownership of Telefonaktiebolaget LM Ericsson (publ) stands at 7.2%, held across 364 reporting institutions.

Question 2

Who is the largest institutional holder of ERIC?

Accepted Answer

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC is the largest reported institutional holder of ERIC, with approximately 82,262,127 shares worth $0.93B as of Q1 2026.

Question 3

Is ERIC a hedge fund favorite?

Accepted Answer

Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of ERIC, including RENAISSANCE TECHNOLOGIES LLC.

Question 4

What is ERIC's Smart Money Score?

Accepted Answer

Our composite Smart Money Score for ERIC is 58 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

Question 5

How many institutions bought ERIC this quarter?

Accepted Answer

65 institutions opened new positions in ERIC during Q1 2026, while 42 fully exited. 259 added to existing positions and 39 trimmed.

Question 6

How is institutional ownership of ERIC changing?

Accepted Answer

ERIC institutional ownership rose by 0.57 percentage points quarter-over-quarter, with a net change of +23 holders.

Question 7

How concentrated is ERIC ownership among the top holders?

Accepted Answer

The top 10 institutions account for 74.5% of all reported 13F value in ERIC, and the top 25 account for 87.1%.

Question 8

Where does this ERIC institutional ownership data come from?

Accepted Answer

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.

#	Institution	Shares Held	Market Value	QoQ Change	Ownership %	% of Fund
1	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	82.3M	$927.1M	-10.7%	2.678%	2.87%
2	PRIMECAP MANAGEMENT CO/CA/	37.5M	$422.7M	+40.8%	1.221%	0.33%
3	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	13.7M	$154.5M	-18.4%	0.446%	0.08%
4	MORGAN STANLEY	9.2M	$104.2M	+30.5%	0.301%	0.01%
5	RENAISSANCE TECHNOLOGIES LLC	9.1M	$102.3M	-7.4%	0.296%	0.16%
6	GOLDMAN SACHS GROUP INC	7.5M	$84.0M	+1.5%	0.243%	0.01%
7	BANK OF AMERICA CORP /DE/	6.8M	$76.3M	+51.4%	0.220%	0.01%
8	SEI INVESTMENTS CO	5.3M	$60.1M	+7.7%	0.174%	0.06%
9	FMR LLC	5.0M	$55.9M	+21.7%	0.161%	0.00%
10	AMERIPRISE FINANCIAL INC	4.0M	$44.7M	+442.4%	0.129%	0.01%
11	LAZARD ASSET MANAGEMENT LLC	3.9M	$43.9M	+51.1%	0.127%	0.07%
12	NEW YORK STATE COMMON RETIREMENT FUND	3.1M	$35.0M	+1.4%	0.101%	0.05%
13	CITIGROUP INC	2.9M	$32.2M	+6387.1%	0.093%	0.01%
14	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	2.6M	$29.7M	+0.9%	0.086%	0.04%
15	AMERICAN CENTURY COMPANIES INC	2.4M	$26.7M	+26.2%	0.077%	0.01%
16	ABC ARBITRAGE SA	2.3M	$26.3M	-46.8%	0.076%	3.49%
17	NORTHERN TRUST CORP	2.0M	$22.7M	+5.3%	0.066%	0.00%
18	WELLINGTON MANAGEMENT GROUP LLP	2.0M	$22.4M	—	0.065%	0.00%
19	Russell Investments Group, Ltd.	1.9M	$21.2M	+0.9%	0.063%	0.02%
20	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	1.4M	$16.0M	+26.3%	0.046%	0.05%
21	UBS Group AG	1.3M	$15.2M	-74.4%	0.044%	0.00%
22	MARSHALL WACE, LLP	1.3M	$14.6M	—	0.042%	0.02%
23	BlackRock, Inc.	1.1M	$12.8M	+1.8%	0.037%	0.00%
24	BALYASNY ASSET MANAGEMENT LLC	1.1M	$12.5M	-47.7%	0.036%	0.04%
25	Quantinno Capital Management LP	1.1M	$12.5M	-1.4%	0.036%	0.02%

Quarter	Inst. Holders	Δ Holders	Ownership %	Δ Ownership	Total 13F Value	Δ Value
Q1 2026	364	+6.7%	7.23%	+0.57 pp	$2.73B	+8.6%
Q4 2025	341	+5.9%	6.66%	+1.34 pp	$2.51B	+25%
Q3 2025	322	7.7%	5.32%	1.23 pp	$2.01B	19%
Q2 2025	349	+10%	6.55%	+0.34 pp	$2.47B	+5.5%
Q1 2025	316	+1.9%	6.21%	0.29 pp	$2.34B	4.5%
Q4 2024	310	+21%	6.50%	+1.77 pp	$2.45B	+38%
Q3 2024	257	+8.0%	4.73%	0.21 pp	$1.78B	4.2%
Q2 2024	238	—	4.94%	—	$1.86B	—

Telefonaktiebolaget LM Ericsson (publ) (ERIC) Institutional Ownership

AI Insights & Key Takeaways

Top Institutional Holders of ERIC

Quarterly Institutional Activity

ERIC Institutional Ownership by Quarter

ERIC — Frequently Asked Questions