Erie Indemnity Company (ERIE) Ownership

409.50 ↓2.73 (-0.66%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

PNC Financial Services Group Inc is the biggest individual institutional holder of Erie Indemnity Company (ERIE), owning a total of 4.9 million shares. Combined, the top 38 institutional holders of ERIE own 39.17% of the company with a total of 20.5 million shares.

In the latest ownership report on September 30th 2024, the top 38 institutional holders increased their combined ownership of ERIE by 1.4 million shares. 6 institutions bought 1,878,692 total additional shares and increased their ownership by an average of 67.67%. However 12 institutions sold 451,509 total shares and decreased their ownership by an average of 15.88%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Erie Indemnity Company increased by a net total of 1,427,183 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
PNC Financial Services Group Inc	9.392%	-0.008%	4,910,893	-412	2024-09-30
Vanguard Group Inc	5.542%	17.448%	2,898,133	430,553	2024-09-30
State Street Corp	2.633%	31.965%	1,376,981	333,536	2024-09-30
Geode Capital Management, LLC	1.391%	45.574%	727,168	227,651	2024-09-30
Franklin Resources Inc	1.379%	-7.335%	721,075	-57,074	2024-09-30
Mizuho Securities USA Inc	0.977%	0.000%	510,903	510,903	2024-09-30
Amvescap Plc.	0.602%	-6.620%	314,750	-22,313	2024-09-30
International Assets Investment Management, LLC	0.590%	0.000%	308,237	308,237	2024-09-30
UBS Asset Mgmt Americas Inc	0.411%	-19.667%	214,644	-52,547	2024-09-30
Morgan Stanley - Brokerage Accounts	0.354%	-41.527%	185,031	-131,405	2024-09-30
Dimensional Fund Advisors, Inc.	0.353%	-6.890%	184,800	-13,675	2024-09-30
Northern Trust Corp	0.313%	-4.391%	163,881	-7,527	2024-09-30
Charles Schwab Investment Management Inc	0.273%	-3.205%	142,581	-4,721	2024-09-30
Bank of New York Mellon Corp	0.254%	-31.153%	132,583	-59,993	2024-09-30
Legal & General Group PLC	0.234%	-16.954%	122,249	-24,957	2024-09-30
Atlantic Union Bankshares Corp	0.215%	-23.319%	112,377	-34,175	2024-09-30
Goldman Sachs Group Inc	0.196%	-29.458%	102,276	-42,710	2024-09-30
Barclays PLC	0.171%	311.036%	89,614	67,812	2024-09-30
Swiss National Bank	0.144%	0.000%	75,120	0	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
PNC Financial Services Group Inc	9.392%	-0.008%	4,910,893	-412	2024-09-30
Vanguard Group Inc	5.542%	17.448%	2,898,133	430,553	2024-09-30
BlackRock Inc	4.646%	-1.862%	2,429,389	-46,082	2024-06-30
Bishop & Company Investment Management, LLC	2.789%	20,709.200%	1,458,309	1,451,301	2023-06-30
State Street Corp	2.633%	31.965%	1,376,981	333,536	2024-09-30
State Street Corporation	2.096%	53.626%	1,096,114	382,618	2024-03-31
Geode Capital Management, LLC	1.391%	45.574%	727,168	227,651	2024-09-30
Franklin Resources Inc	1.379%	-7.335%	721,075	-57,074	2024-09-30
Mizuho Securities USA Inc	0.977%	0.000%	510,903	510,903	2024-09-30
Hbk Sorce Advisory LLC	0.816%	35.374%	426,444	111,431	2022-12-31
Amvescap Plc.	0.602%	-6.620%	314,750	-22,313	2024-09-30
International Assets Investment Management, LLC	0.590%	0.000%	308,237	308,237	2024-09-30
UBS Asset Mgmt Americas Inc	0.411%	-19.667%	214,644	-52,547	2024-09-30
Millennium Management LLC	0.378%	6,580.930%	197,889	194,927	2023-06-30
Morgan Stanley - Brokerage Accounts	0.354%	-41.527%	185,031	-131,405	2024-09-30
Dimensional Fund Advisors, Inc.	0.353%	-6.890%	184,800	-13,675	2024-09-30
Apg All Pensions Group	0.320%	-4.773%	167,492	-8,395	2024-03-31
APG Asset Management	0.318%	-48.998%	166,400	-159,862	2022-12-31
Northern Trust Corp	0.313%	-4.391%	163,881	-7,527	2024-09-30
First Trust Advisors L.P.	0.313%	826.285%	163,832	146,145	2024-06-30
Charles Schwab Investment Management Inc	0.273%	-3.205%	142,581	-4,721	2024-09-30
New York State Common Retirement Fund	0.256%	18.581%	133,905	20,982	2022-09-30
Bank of New York Mellon Corp	0.254%	-31.153%	132,583	-59,993	2024-09-30
JPMorgan Chase & Co	0.241%	5.311%	126,238	6,366	2024-06-30
Legal & General Group PLC	0.234%	-16.954%	122,249	-24,957	2024-09-30
Atlantic Union Bankshares Corp	0.215%	-23.319%	112,377	-34,175	2024-09-30
Amundi	0.212%	2.076%	110,904	2,255	2023-09-30
Goldman Sachs Group Inc	0.196%	-29.458%	102,276	-42,710	2024-09-30
Credit Suisse First Boston (CSFB)	0.177%	-14.345%	92,663	-15,519	2022-06-30
BB&T Corp.	0.177%	0.002%	92,348	2	2023-06-30
Robeco Institutional Asset Management BV	0.174%	-6.183%	90,938	-5,993	2023-06-30
Columbia Asset Management LLC	0.172%	0.000%	89,978	0	2024-03-31
Barclays PLC	0.171%	311.036%	89,614	67,812	2024-09-30
Caisse De Depot Et Placement Du Quebec	0.171%	37.225%	89,221	24,203	2024-03-31
Citadel Advisors Llc	0.170%	55.712%	88,918	31,814	2022-06-30
Principal Financial Group Inc	0.169%	-10.750%	88,490	-10,658	2024-06-30
ProShare Advisors LLC	0.155%	-8.307%	81,140	-7,351	2024-06-30
Swiss National Bank	0.144%	0.000%	75,120	0	2024-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Erie Indemnity Company (ERIE), owning a total of 800 thousand shares. Combined, the top 59 mutual fund holders of ERIE own 21.57% of the company with a total of 11.3 million shares.

In the latest ownership report on November 30th 2024, the top 59 fund holders increased their combined ownership of ERIE by 18 thousand shares. 7 funds bought 20,975 total additional shares and increased their ownership by an average of 0.95%. However 2 funds sold 3,182 total shares and decreased their ownership by an average of 0.32%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Erie Indemnity Company increased by a net total of 17,793 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	1.529%	-0.335%	799,522	-2,687	2024-11-30
Vanguard Institutional 500 Index Trust	1.283%	1.502%	671,072	9,927	2024-11-30
Vanguard Small Cap Index	1.226%	0.589%	640,946	3,750	2024-11-30
Vanguard Small Cap Growth Index Inv	0.674%	0.790%	352,646	2,765	2024-11-30
SPDR® S&P 500® ETF Trust	0.590%	0.606%	308,645	1,860	2024-11-30
iShares Core S&P 500 ETF	0.539%	0.000%	281,900	0	2024-11-30
SPDR® S&P Dividend ETF	0.415%	0.000%	217,002	0	2024-11-30
The Financial Select Sector SPDR® ETF	0.356%	0.443%	185,923	819	2024-11-30
Vanguard Institutional Index I	0.302%	-0.313%	157,778	-495	2024-11-30
Vanguard Dividend Appreciation ETF	0.259%	0.516%	135,491	696	2024-11-30
State St S&P 500® Indx SL Cl III	0.231%	0.000%	120,900	0	2024-11-30
iShares MSCI USA Min Vol Factor ETF	0.204%	0.000%	106,508	0	2024-11-30
iShares MSCI USA Quality Factor ETF	0.192%	0.000%	100,224	0	2024-11-30
Schwab® S&P 500 Index	0.104%	2.182%	54,223	1,158	2024-11-30
iShares Core S&P 500 ETF USD Acc	0.103%	0.000%	53,845	0	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	1.529%	-0.335%	799,522	-2,687	2024-11-30
iShares Core S&P Mid-Cap ETF	1.509%	0.031%	788,935	243	2024-08-30
Vanguard Instl Ttl Stck Mkt Idx Tr	1.503%	1.750%	785,977	13,516	2023-03-31
Vanguard Institutional 500 Index Trust	1.283%	1.502%	671,072	9,927	2024-11-30
Vanguard Small Cap Index	1.226%	0.589%	640,946	3,750	2024-11-30
Franklin Rising Dividends Fund A	1.162%	0.000%	607,500	0	2024-10-31
Franklin Rising Dividends A	1.162%	0.000%	607,500	0	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	0.730%	0.071%	381,708	271	2024-08-31
Vanguard Small Cap Growth Index Inv	0.674%	0.790%	352,646	2,765	2024-11-30
Vanguard Extended Market Index Investor	0.663%	0.534%	346,721	1,843	2023-08-31
SPDR® S&P 500® ETF Trust	0.590%	0.606%	308,645	1,860	2024-11-30
Fidelity 500 Index	0.585%	-0.164%	306,111	-504	2024-10-31
iShares Core S&P 500 ETF	0.539%	0.000%	281,900	0	2024-11-30
Invesco S&P 500® Equal Weight ETF	0.506%	0.146%	264,476	385	2024-11-29
Invesco S&P MidCap Quality ETF	0.479%	0.452%	250,487	1,128	2024-08-30
SPDR® S&P Dividend ETF	0.415%	0.000%	217,002	0	2024-11-30
SPDR® S&P MIDCAP 400 ETF Trust	0.381%	0.471%	198,993	932	2024-08-31
The Financial Select Sector SPDR® ETF	0.356%	0.443%	185,923	819	2024-11-30
Vanguard Institutional Index I	0.302%	-0.313%	157,778	-495	2024-11-30
Fidelity Extended Market Index	0.287%	1.961%	149,927	2,884	2024-08-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.261%	0.000%	136,541	0	2023-05-31
Vanguard Dividend Appreciation ETF	0.259%	0.516%	135,491	696	2024-11-30
Fidelity® Extended Market Index	0.258%	1.522%	134,714	2,020	2023-11-30
State St S&P 500® Indx SL Cl III	0.231%	0.000%	120,900	0	2024-11-30
First Trust Value Line® Dividend ETF	0.227%	0.000%	118,853	0	2024-07-31
State St S&P Midcap® Indx SL Cl II	0.220%	-0.691%	115,000	-800	2024-08-31
iShares MSCI USA Min Vol Factor ETF	0.204%	0.000%	106,508	0	2024-11-30
Invesco S&P MidCap Momentum ETF	0.203%	0.000%	106,227	0	2024-08-31
iShares MSCI USA Quality Factor ETF	0.192%	0.000%	100,224	0	2024-11-30
iShares S&P Mid-Cap 400 Growth ETF	0.188%	0.000%	98,111	0	2024-08-30
SPDR® Portfolio S&P 400™ Mid Cap ETF	0.185%	0.199%	96,462	192	2024-08-30
SPDR® Portfolio S&P 400 Mid Cap ETF	0.179%	0.051%	93,541	48	2024-04-30
Blackrock Eq Idx Fund CF	0.176%	0.000%	91,925	91,925	2024-09-30
ProShares S&P MidCap 400 Dividend Arst	0.155%	-0.453%	81,021	-369	2024-08-29
iShares Russell Mid-Cap ETF	0.143%	5.686%	74,946	4,032	2023-06-21
Russell 1000 Index Fund	0.135%	0.000%	70,761	0	2022-06-30
Fidelity® Mid Cap Index	0.133%	0.780%	69,492	538	2023-05-31
Principal MidCap S&P 400 Index SP	0.130%	-11.413%	68,039	-8,766	2024-06-30
Schwab US Mid-Cap ETF™	0.128%	0.000%	67,061	0	2024-08-31
iShares Russell Mid-Cap Growth ETF	0.122%	0.000%	63,774	0	2023-06-21
Strategic Advisers U.S. Total Stock	0.118%	71.604%	61,906	25,831	2024-10-31
First Trust Financials AlphaDEX® ETF	0.117%	0.000%	60,966	0	2022-12-29
Strategic Advisers Fidelity US TtlStk	0.117%	8.094%	60,899	4,560	2024-10-31
iShares Russell 1000 Growth ETF	0.115%	0.060%	60,154	36	2023-06-21
SPDR® S&P Insurance ETF	0.115%	2.391%	59,956	1,400	2023-11-30
iShares S&P Mid-Cap 400 Value ETF	0.113%	-0.080%	59,046	-47	2024-08-30
iShares MSCI USA Momentum Factor ETF	0.113%	-1.085%	58,815	-645	2023-04-28
BlackRock Extended Mkt Composite	0.112%	-1.873%	58,640	-1,119	2023-09-30
DFA US Core Equity 2 I	0.109%	0.000%	56,755	0	2023-10-31
Fidelity SAI US Quality Index	0.105%	10.378%	54,869	5,159	2024-09-30
Schwab® S&P 500 Index	0.104%	2.182%	54,223	1,158	2024-11-30
iShares Core S&P 500 ETF USD Acc	0.103%	0.000%	53,845	0	2024-11-30
SPDR® S&P US Dividend Aristocrats ETFDis	0.099%	3.333%	51,805	1,671	2024-09-30
BlackRock Extended Equity Market K	0.098%	-2.533%	51,028	-1,326	2023-09-30
DFA US Core Equity 1 I	0.094%	0.000%	49,374	0	2023-07-31
Franklin Rising Dividends VIP 1	0.092%	0.000%	47,870	0	2023-07-31
Fidelity® Total Market Index	0.082%	0.000%	43,110	0	2023-06-30
Vanguard Financials ETF	0.082%	7.097%	42,856	2,840	2023-07-31
WisdomTree US MidCap Dividend ETF	0.079%	0.000%	41,205	0	2023-07-31