# ERIE INDTY CO (ERIE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ERIE/

- Reporting holders: 12
- Reported value: $1.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [MFA WEALTH ADVISORS, LLC](https://holderbook.com/funds/1688184-mfa-wealth-advisors-llc/) | $703.3K | 3,209 | 0.1% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $212.0K | 936 | 0.0% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $137.8K | 629 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $36.2K | 165 | 0.0% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $34.2K | 156 | 0.0% | 16 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $21.3K | 97 | 0.0% | 14 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $11.8K | 54 | 0.0% | 3 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $10.7K | 49 | 0.0% | 1 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $7.9K | 36 | 0.0% | 2 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $2.2K | 10 | 0.0% | 5 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $2.0K | 9 | 0.0% | 5 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $657 | 3 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $187 | 853 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $1.2M |
| Q2 2026 | 442 | $5.6B |
| Q1 2026 | 400 | $5.1B |
| Q4 2025 | 422 | $6.0B |
| Q3 2025 | 418 | $6.6B |
| Q2 2025 | 413 | $7.1B |
| Q1 2025 | 417 | $8.4B |
| Q4 2024 | 401 | $7.2B |
| Q3 2024 | 373 | $9.1B |
| Q2 2024 | 310 | $6.1B |
| Q1 2024 | 319 | $7.0B |
| Q4 2023 | 299 | $5.7B |