DaveManuel.com · Institutional Ownership · Who Owns It
ERIE INDTY CO (ERIE)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
445
Reporting holders
$5.0B
Reported value
0.5%
Calls
0.1%
Puts
+39
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PNC Financial Services Group, Inc. | $1.2B | 4,826,778 | 0.57% | 31q | -1.7%-$19.7M |
| BlackRock, Inc. | $401.5M | 1,674,602 | 0.01% | 8q | +5.9%+$22.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $392.2M | 1,635,926 | 0.01% | 2q | HELD |
| STATE STREET CORP | $344.6M | 1,437,522 | 0.01% | 31q | +3.9%+$13.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $266.4M | 1,111,008 | 0.01% | 2q | HELD |
| Invesco Ltd. | $261.6M | 1,091,087 | 0.02% | 31q | +9.5%+$22.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $215.0M | 899,461 | 0.01% | 31q | +4.3%+$8.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $205.2M | 855,984 | 0.03% | 31q | +12.0%+$22.1M |
| ProShare Advisors LLC | $153.8M | 641,437 | 0.22% | 12q | +7.3%+$10.4M |
| BANK OF AMERICA CORP /DE/ | $126.2M | 526,267 | 0.01% | 31q | +9.7%+$11.1M |
| MORGAN STANLEY | $123.2M | 513,784 | 0.01% | 35q | +12.2%+$13.4M |
| DIMENSIONAL FUND ADVISORS LP | $62.4M | 260,197 | 0.01% | 31q | +15.1%+$8.2M |
| Vest Financial, LLC | $45.9M | 191,289 | 0.48% | 6q | +3.4%+$1.5M |
| NORTHERN TRUST CORP | $43.2M | 180,016 | 0.01% | 31q | +1.3%+$546.6K |
| NORGES BANK | $41.1M | 171,369 | 0.00% | 6q | HELD |
| Bank of New York Mellon Corp | $39.3M | 164,118 | 0.01% | 31q | HELD |
| NOMURA ASSET MANAGEMENT CO LTD | $37.4M | 155,862 | 0.08% | 29q | +7.2%+$2.5M |
| DEUTSCHE BANK AG\ | $36.6M | 152,735 | 0.01% | 34q | +7.4%+$2.5M |
| GOLDMAN SACHS GROUP INC | $36.4M | 151,630 | 0.00% | 31q | -6.5%-$2.5M |
| CITIGROUP INC | $35.5M | 147,885 | 0.01% | 31q | +40.1%+$10.1M |
| BARCLAYS PLC | $34.5M | 143,828 | 0.01% | 31q | +17.0%+$5.0M |
| VANGUARD FIDUCIARY TRUST CO | $33.6M | 139,987 | 0.01% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $29.3M | 122,372 | 0.01% | 31q | +33.7%+$7.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $29.1M | 121,438 | 0.01% | 31q | +2.8%+$790.7K |
| UBS Group AG | $28.9M | 120,677 | 0.00% | 31q | -13.3%-$4.4M |
| Erste Asset Management GmbH | $24.9M | 105,000 | 0.19% | 26q | +66.7%+$10.0M |
| HSBC HOLDINGS PLC | $24.7M | 102,908 | 0.01% | 30q | +130.1%+$13.9M |
| Legal & General Group Plc | $24.2M | 101,127 | 0.01% | 31q | HELD |
| Summit Trail Advisors, LLC | $22.2M | 92,804 | 0.28% | 5q | HELD |
| CWA Asset Management Group, LLC | $21.8M | 91,110 | 0.67% | new | NEW |
| Mitsubishi UFJ Asset Management Co., Ltd. | $19.4M | 80,980 | 0.01% | 31q | +10.1%+$1.8M |
| CITADEL ADVISORS LLC | $17.9M incl. $4.2M options CALL+PUT | 57,083 | 0.00% | 31q | +128.8%+$10.1M |
| Columbia Asset Management | $17.4M | 72,592 | 3.03% | 30q | HELD |
| Swiss National Bank | $17.2M | 71,540 | 0.01% | 31q | -4.0%-$719.2K |
| MILLENNIUM MANAGEMENT LLC | $17.0M | 70,887 | 0.01% | 22q | -49.5%-$16.7M |
| Sumitomo Mitsui Trust Group, Inc. | $16.9M | 70,487 | 0.01% | 29q | +3.1%+$501.6K |
| JPMORGAN CHASE & CO | $16.5M | 68,331 | 0.00% | 31q | +94.5%+$8.0M |
| Allegheny Financial Group | $15.7M | 65,647 | 1.67% | 23q | HELD |
| TRUIST FINANCIAL CORP | $14.6M | 60,696 | 0.02% | 28q | HELD |
| Voleon Capital Management LP | $14.0M | 58,260 | 0.25% | 7q | +83.6%+$6.4M |
| Caisse de depot et placement du Quebec | $13.1M | 54,732 | 0.02% | 27q | -70.0%-$30.6M |
| Vanguard Global Advisers, LLC | $12.5M | 52,175 | 0.01% | 2q | -1.6%-$203.1K |
| PDT Partners, LLC | $11.7M | 48,895 | 0.62% | 3q | +199.2%+$7.8M |
| Amundi | $11.7M | 48,678 | 0.00% | 21q | +1.8%+$211.5K |
| RHUMBLINE ADVISERS | $10.9M | 45,499 | 0.01% | 31q | +5.5%+$564.1K |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $10.8M | 45,000 | 0.05% | new | NEW |
| Balyasny Asset Management L.P. | $10.4M | 43,254 | 0.01% | new | NEW |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $10.3M | 42,956 | 0.01% | 31q | +50.2%+$3.4M |
| JANE STREET GROUP, LLC | $10.2M CALL+PUT | options only | 0.00% | 13q | OPTIONS |
| AMERICAN CENTURY COMPANIES INC | $9.7M | 40,636 | 0.00% | 22q | +110.6%+$5.1M |
| Swiss Life Asset Management Ltd | $9.5M | 39,732 | 0.04% | 11q | +20.6%+$1.6M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $9.1M | 38,159 | 0.00% | 31q | +1.4%+$127.6K |
| BANK OF MONTREAL /CAN/ | $9.0M | 37,496 | 0.00% | 31q | +66.4%+$3.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.3M incl. $7.7M options CALL+PUT | 2,274 | 0.00% | 30q | -33.5%-$4.2M |
| AQR CAPITAL MANAGEMENT LLC | $8.2M | 34,537 | 0.00% | 31q | +66.6%+$3.3M |
| Mirae Asset Global Investments Co., Ltd. | $7.9M | 33,068 | 0.01% | 9q | +18.1%+$1.2M |
| RENAISSANCE TECHNOLOGIES LLC | $7.7M | 31,991 | 0.01% | 4q | +76.4%+$3.3M |
| Fideuram Asset Management (Ireland) dac | $7.2M | 30,045 | 0.14% | new | NEW |
| MAI Capital Management | $7.1M | 29,430 | 0.03% | 12q | +0.5%+$36.2K |
| PRINCIPAL FINANCIAL GROUP INC | $7.1M | 29,425 | 0.00% | 25q | -1.8%-$129.9K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $6.9M | 28,653 | 0.13% | 3q | -18.2%-$1.5M |
| CAPITAL FUND MANAGEMENT S.A. | $6.8M | 28,281 | 0.03% | 2q | +168.1%+$4.3M |
| Gotham Asset Management, LLC | $6.6M | 27,671 | 0.02% | 20q | -3.3%-$226.6K |
| Quantinno Capital Management LP | $6.6M | 27,602 | 0.01% | 10q | +355.0%+$5.2M |
| Holocene Advisors, LP | $6.5M | 27,189 | 0.01% | 7q | +37.2%+$1.8M |
| Janney Montgomery Scott LLC | $6.4M | 26,583 | 0.01% | 25q | HELD |
| ALLIANCEBERNSTEIN L.P. | $6.2M | 24,546 | 0.00% | 31q | +62.2%+$2.4M |
| Focus Partners Wealth | $6.1M | 25,645 | 0.01% | 4q | -77.6%-$21.3M |
| Rodgers Brothers Inc. | $5.7M | 23,766 | 0.55% | 25q | -7.5%-$463.9K |
| Cresset Asset Management, LLC | $5.4M | 22,391 | 0.02% | 6q | +7.2%+$362.5K |
| YOUSIF CAPITAL MANAGEMENT, LLC | $5.3M | 22,272 | 0.06% | 12q | HELD |
| Vident Advisory, LLC | $5.1M | 21,426 | 0.04% | 11q | +46.9%+$1.6M |
| GUGGENHEIM CAPITAL LLC | $5.1M | 21,310 | 0.03% | 9q | +38.8%+$1.4M |
| Russell Investments Group, Ltd. | $4.8M | 19,997 | 0.00% | 31q | +2.8%+$130.3K |
| Rehmann Capital Advisory Group | $4.8M | 19,886 | 0.22% | 18q | HELD |
| Mitsubishi UFJ Trust & Banking Corp | $4.6M | 19,385 | 0.01% | 29q | +1.6%+$72.4K |
| ENVESTNET ASSET MANAGEMENT INC | $4.6M | 19,282 | 0.00% | 22q | -3.4%-$163.7K |
| Schonfeld Strategic Advisors LLC | $4.6M | 19,169 | 0.02% | 7q | +45.5%+$1.4M |
| Cerity Partners LLC | $4.6M | 18,987 | 0.01% | 12q | +4.1%+$178.4K |
| WELLS FARGO & COMPANY/MN | $4.4M | 18,542 | 0.00% | 31q | -28.4%-$1.8M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $4.4M | 18,539 | 0.00% | 18q | +3.6%+$155.6K |
| CANADA LIFE ASSURANCE Co | $4.4M | 18,551 | 0.01% | 27q | +2.6%+$112.2K |
| STATE OF WISCONSIN INVESTMENT BOARD | $4.3M | 17,834 | 0.01% | 31q | +24.8%+$848.7K |
| Resona Asset Management Co.,Ltd. | $4.2M | 17,700 | 0.02% | 10q | +0.9%+$38.4K |
| Nuveen, LLC | $4.1M | 17,063 | 0.00% | 6q | +6.4%+$246.2K |
| HBK Sorce Advisory LLC | $4.0M | 16,143 | 0.08% | 31q | HELD |
| APG Asset Management N.V. | $3.9M | 18,609 | 0.01% | 7q | +39.7%+$1.1M |
| VICTORY CAPITAL MANAGEMENT INC | $3.5M | 14,587 | 0.00% | 31q | +102.4%+$1.8M |
| Quantbot Technologies LP | $3.5M | 14,456 | 0.14% | 6q | -29.5%-$1.4M |
| WEDGEWOOD INVESTORS INC /PA/ | $3.5M | 14,448 | 3.56% | 30q | -16.1%-$665.3K |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | $3.4M | 14,296 | 0.02% | 28q | +10.9%+$335.7K |
| Mediolanum International Funds Ltd | $3.3M | 14,037 | 0.03% | 7q | +116.2%+$1.8M |
| DANSKE BANK A/S | $3.3M | 13,832 | 0.01% | 10q | -2.5%-$86.3K |
| STIFEL FINANCIAL CORP | $3.3M | 13,635 | 0.00% | 6q | -1.4%-$48.0K |
| AGF MANAGEMENT LTD | $3.2M | 13,390 | 0.01% | 4q | -2.1%-$68.6K |
| AVIVA PLC | $3.2M | 13,290 | 0.00% | 5q | +2.5%+$76.7K |
| CIBC Bancorp USA Inc. | $2.9M | 12,283 | 0.00% | 3q | -0.7%-$22.1K |
| Chevy Chase Trust Holdings, LLC | $2.9M | 12,266 | 0.01% | 8q | -2.0%-$59.5K |
| NATIONAL BANK OF CANADA /FI/ | $2.8M | 11,701 | 0.00% | 19q | -18.2%-$624.1K |
| IMC-Chicago, LLC | $2.8M CALL+PUT | options only | 0.00% | 2q | OPTIONS |
Showing the largest 100 of 445 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-08 | DaBreo Anthony | Senior Vice President, Life | Sold | 465 | $101.0K |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-02 | Vorsheck Elizabeth A | Director, 10% owner | Bought | 7,000 | $1.4M ×3 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 103 | $335.7M | 1,524,752 | 9 | 23 | 42 | 0.0% |
| Q2 2026 | 445 | $5.0B | 20,899,640 | 77 | 176 | 110 | 0.5% |
| Q1 2026 | 406 | $5.1B | 20,008,639 | 52 | 167 | 118 | 1.2% |
| Q4 2025 | 425 | $6.0B | 20,892,142 | 49 | 167 | 124 | 0.8% |
| Q3 2025 | 420 | $6.6B | 20,763,284 | 56 | 159 | 117 | 0.4% |
| Q2 2025 | 414 | $7.1B | 20,342,048 | 59 | 151 | 120 | 0.5% |
| Q1 2025 | 418 | $8.4B | 19,861,823 | 60 | 127 | 131 | 0.7% |
| Q4 2024 | 402 | $7.2B | 17,288,272 | 61 | 137 | 109 | 1.1% |
| Q3 2024 | 374 | $9.1B | 16,845,154 | 84 | 110 | 119 | 0.5% |
| Q2 2024 | 311 | $6.1B | 16,859,762 | 29 | 94 | 112 | 0.4% |
| Q1 2024 | 321 | $7.0B | 17,301,495 | 48 | 96 | 103 | 0.8% |
| Q4 2023 | 300 | $5.7B | 16,984,732 | 25 | 88 | 113 | 0.9% |
| Q3 2023 | 307 | $5.1B | 17,015,236 | 72 | 74 | 106 | 1.2% |
| Q2 2023 | 281 | $3.4B | 15,979,168 | 57 | 63 | 96 | 0.1% |
| Q1 2023 | 267 | $11.6B | 50,194,818 | 26 | 87 | 86 | 0.1% |
| Q4 2022 | 282 | $4.1B | 16,422,982 | 53 | 103 | 81 | 0.3% |
| Q3 2022 | 234 | $22.7B | 102,110,936 | 24 | 72 | 82 | 0.0% |
| Q2 2022 | 231 | $21.3B | 110,806,725 | 26 | 64 | 79 | 0.0% |
| Q1 2022 | 239 | $20.9B | 118,377,283 | 28 | 84 | 65 | 0.0% |
| Q4 2021 | 238 | $14.5B | 75,172,258 | 35 | 63 | 83 | 0.0% |
| Q3 2021 | 218 | $13.7B | 76,899,223 | 28 | 67 | 69 | 0.0% |
| Q2 2021 | 208 | $10.7B | 55,168,478 | 17 | 80 | 69 | 0.0% |
| Q1 2021 | 226 | $13.4B | 60,914,298 | 26 | 76 | 76 | 0.0% |
| Q4 2020 | 222 | $5.2B | 21,102,924 | 26 | 75 | 70 | 0.0% |
| Q3 2020 | 230 | $15.1B | 71,819,112 | 32 | 75 | 68 | 0.0% |
| Q2 2020 | 215 | $14.4B | 74,808,121 | 36 | 63 | 76 | 0.1% |
| Q1 2020 | 207 | $3.8B | 25,417,646 | 30 | 49 | 89 | 0.1% |
| Q4 2019 | 214 | $3.9B | 22,910,437 | 27 | 62 | 69 | 0.0% |
| Q3 2019 | 211 | $3.9B | 21,069,516 | 39 | 72 | 57 | 0.2% |
| Q2 2019 | 209 | $6.6B | 25,719,089 | 75 | 51 | 57 | 0.3% |
| Q1 2019 | 173 | $6.3B | 35,198,528 | 33 | 60 | 48 | 0.0% |
| Q4 2018 | 147 | $8.2B | 61,540,935 | 4 | 5 | 3 | 0.0% |