Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ERIE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | 4.9M | $1.23B | -0.0% | 10.628% | 0.71% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | $409.8M | β | 3.531% | 0.01% |
| 3 | BlackRock, Inc. | 1.6M | $397.4M | +1.4% | 3.423% | 0.01% |
| 4 | STATE STREET CORP | 1.4M | $347.6M | +1.5% | 2.994% | 0.01% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.1M | $277.9M | β | 2.394% | 0.01% |
| 6 | Invesco Ltd. | 997K | $250.4M | +21.7% | 2.158% | 0.04% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 862K | $216.0M | +6.4% | 1.866% | 0.01% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 764K | $192.0M | +328.3% | 1.654% | 0.03% |
| 9 | ProShare Advisors LLC | 598K | $150.3M | +20.0% | 1.295% | 0.22% |
| 10 | BANK OF AMERICA CORP /DE/ | 480K | $120.6M | +31.7% | 1.039% | 0.01% |
| 11 | MORGAN STANLEY | 458K | $115.0M | +14.7% | 0.991% | 0.01% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 226K | $56.8M | +0.4% | 0.489% | 0.01% |
| 13 | CBOE Vest Financial, LLC | 185K | $46.5M | +21.1% | 0.400% | 0.56% |
| 14 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 182K | $45.8M | +32.5% | 0.395% | 0.07% |
| 15 | NORTHERN TRUST CORP | 178K | $44.7M | -0.5% | 0.385% | 0.01% |
| 16 | FRANKLIN RESOURCES INC | 167K | $42.0M | -66.5% | 0.362% | 0.01% |
| 17 | Bank of New York Mellon Corp | 165K | $41.4M | +9.4% | 0.356% | 0.01% |
| 18 | GOLDMAN SACHS GROUP INC | 162K | $40.7M | -39.1% | 0.351% | 0.00% |
| 19 | NOMURA ASSET MANAGEMENT CO LTD | 145K | $36.5M | +20.9% | 0.315% | 0.09% |
| 20 | DEUTSCHE BANK AG\ | 142K | $35.7M | +21.4% | 0.308% | 0.01% |
| 21 | MILLENNIUM MANAGEMENT LLC | 140K | $35.3M | +435.3% | 0.304% | 0.02% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 140K | $35.2M | β | 0.303% | 0.01% |
| 23 | UBS Group AG | 139K | $35.0M | +5.3% | 0.301% | 0.01% |
| 24 | BARCLAYS PLC | 123K | $30.9M | +47.9% | 0.266% | 0.01% |
| 25 | UBS ASSET MANAGEMENT AMERICAS INC | 118K | $29.7M | -0.5% | 0.256% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in ERIE β a direct measure of their conviction.
Filings activity in ERIE during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new ERIE position in Q1 2026
Institutions that fully closed their ERIE position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 390 | 4.9% | 47.69% | 8.73 pp | $4.99B | 15% |
| Q4 2025 | 410 | +1.0% | 56.42% | 15.05 pp | $5.91B | 21% |
| Q3 2025 | 406 | +0.2% | 71.47% | 5.22 pp | $7.48B | 6.8% |
| Q2 2025 | 405 | +0.7% | 76.69% | 1.52 pp | $8.03B | 2.0% |
| Q1 2025 | 402 | +3.1% | 78.21% | +11.57 pp | $8.19B | +17% |
| Q4 2024 | 390 | +8.9% | 66.64% | 17.45 pp | $6.98B | 21% |
| Q3 2024 | 358 | +18% | 84.09% | +26.67 pp | $8.80B | +46% |
| Q2 2024 | 303 | β | 57.42% | β | $6.01B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ERIE stock.
Based on Q1 2026 13F filings, institutional ownership of Erie Indemnity Company stands at 47.7%, held across 390 reporting institutions.
PNC FINANCIAL SERVICES GROUP, INC. is the largest reported institutional holder of ERIE, with approximately 4,909,034 shares worth $1.23B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of ERIE, including MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for ERIE is 33 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
60 institutions opened new positions in ERIE during Q1 2026, while 80 fully exited. 105 added to existing positions and 223 trimmed.
ERIE institutional ownership fell by 8.73 percentage points quarter-over-quarter, with a net change of -20 holders.
The top 10 institutions account for 72.0% of all reported 13F value in ERIE, and the top 25 account for 85.5%.
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.
Erie Indemnity Company (ERIE) Institutional Ownership