Who Owns Erie Indemnity Stock?
NASDAQ: ERIEFinanceSpecialty InsurersUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 45.98%
- Held by insiders
- 45.46%
- Institutional holders
- 642
- Institutions 46.0%
- Insiders 45.5%
- Public and other 8.6%
Who owns Erie Indemnity stock?
Institutional investors own about 46.0% of Erie Indemnity's shares, spread across 642 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 45.46% of ERIE.
The largest institutional holders are PNC Financial Services Group, Inc. (10.45%), Blackrock Inc. (3.63%) and Vanguard Capital Management LLC (3.54%). Together, the top 10 institutions control 31.8% of shares outstanding. In their latest filings, 9 of the top 10 institutions increased their ERIE positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of ERIE
| Institution | Shares | % Held | Change |
|---|---|---|---|
| PNC Financial Services Group, Inc. | 4.83M | 10.45% | -1.7% |
| Blackrock Inc. | 1.67M | 3.63% | +5.9% |
| Vanguard Capital Management LLC | 1.64M | 3.54% | +0.3% |
| State Street Corporation | 1.44M | 3.11% | +3.9% |
| Vanguard Portfolio Management LLC | 1.11M | 2.41% | +0.5% |
| Invesco Ltd. | 1.09M | 2.36% | +9.5% |
| Geode Capital Management, LLC | 899.46K | 1.95% | +4.3% |
| Charles Schwab Investment Management, Inc. | 855.98K | 1.85% | +12.0% |
| ProShare Advisors, LLC | 641.44K | 1.39% | +7.3% |
| Bank of America Corporation | 526.27K | 1.14% | +9.7% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of ERIE
| Fund | Shares | % Held |
|---|---|---|
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | 814.80K | 1.76% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 807.14K | 1.75% |
| ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF | 780.52K | 1.69% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 657.52K | 1.42% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | 607.57K | 1.32% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 582.84K | 1.26% |
| iShares Trust-iShares Core S&P 500 ETF | 339.26K | 0.73% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | 336.30K | 0.73% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | 329.70K | 0.71% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | 311.01K | 0.67% |
Frequently asked questions
Who is the largest shareholder of Erie Indemnity?
PNC Financial Services Group, Inc. is the largest institutional shareholder of ERIE, owning 10.45% of shares outstanding (4.83M shares) as of its latest 13F filing.
What percentage of Erie Indemnity is owned by institutions?
Institutions own about 46.0% of ERIE shares and 84.3% of the public float.
How much of Erie Indemnity do insiders own?
Insiders, such as officers and directors, own about 45.46% of ERIE shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.