Erie Indemnity Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 4.91 M | $2.65 B | -0.01% | 10.63% |
| VANGUARD GROUP INC | 11/13/2024 | 2.90 M | $1.56 B | 17.45% | 6.27% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 1.79 M | $968.00 M | 100.00% | 3.88% |
| STATE STREET CORP | 11/14/2024 | 1.38 M | $743.32 M | 31.96% | 2.98% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 727,168 | $391.44 M | 45.57% | 1.57% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 721,075 | $384.53 M | -7.33% | 1.56% |
| INVESCO LTD. | 11/12/2024 | 314,750 | $169.91 M | -6.62% | 0.68% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 308,237 | $571,000 | 100.00% | 0.67% |
| MORGAN STANLEY | 11/14/2024 | 185,031 | $99.88 M | 16.95% | 0.40% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 184,800 | $99.76 M | -6.89% | 0.40% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 142,581 | $76.97 M | -3.21% | 0.31% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 132,583 | $71.57 M | -31.15% | 0.29% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 122,249 | $65.99 M | -16.95% | 0.26% |
| ATLANTIC UNION BANKSHARES CORP | 11/14/2024 | 112,377 | $60.66 M | -23.32% | 0.24% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 102,276 | $55.21 M | -29.46% | 0.22% |
| BARCLAYS PLC | 11/19/2024 | 89,614 | $48.38 M | 311.04% | 0.19% |
| SWISS NATIONAL BANK | 11/07/2024 | 75,120 | $40.55 M | 0.00% | 0.16% |
| COLUMBIA ASSET MANAGEMENT | 11/12/2024 | 75,036 | $40.51 M | -0.83% | 0.16% |
| JPMORGAN CHASE & CO | 12/26/2024 | 74,733 | $40.34 M | -40.80% | 0.16% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 11/14/2024 | 70,076 | $37.83 M | 307.21% | 0.15% |
| ALLEGHENY FINANCIAL GROUP LTD | 11/14/2024 | 65,638 | $35.43 M | -1.92% | 0.14% |
| UBS GROUP AG | 11/14/2024 | 62,888 | $33.95 M | 133.32% | 0.14% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 11/08/2024 | 62,475 | $33.73 M | 55.65% | 0.14% |
| TRUIST FINANCIAL CORP | 11/13/2024 | 60,719 | $32.78 M | -8.98% | 0.13% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 59,647 | $32.20 M | 6.60% | 0.13% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 50,885 | $27.47 M | 380.91% | 0.11% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 11/18/2024 | 45,506 | $24.56 M | -16.88% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 42,792 | $23.10 M | 45.33% | 0.09% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 38,257 | $20.65 M | -76.65% | 0.08% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2024 | 37,250 | $20.11 M | -0.41% | 0.08% |
| 11/14/2024 | 37,000 | $19.97 M | -9.76% | 0.08% | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 35,813 | $19.33 M | 274.26% | 0.08% |
| AMUNDI | 11/13/2024 | 35,432 | $18.81 M | -40.92% | 0.08% |
| MITSUBISHI UFJ TRUST & BANKING CORP | 11/12/2024 | 34,449 | $18.60 M | 0.06% | 0.07% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 34,356 | $18.55 M | -61.18% | 0.07% |
| FORT PITT CAPITAL GROUP, LLC | 10/29/2024 | 32,400 | $17.49 M | -6.09% | 0.07% |
| MAN GROUP PLC | 11/14/2024 | 32,031 | $17.29 M | -5.08% | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 30,794 | $16.62 M | -2.23% | 0.07% |
| REHMANN CAPITAL ADVISORY GROUP | 11/18/2024 | 30,058 | $16.23 M | 0.00% | 0.07% |
| RHUMBLINE ADVISERS | 11/12/2024 | 28,211 | $15.23 M | -42.68% | 0.06% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 28,008 | $15.06 M | 20.54% | 0.06% |
| CITADEL ADVISORS LLC | 11/14/2024 | 26,928 | $14.54 M | 24.12% | 0.06% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 26,136 | $14.09 M | 189.34% | 0.06% |
| WEDGEWOOD INVESTORS INC /PA/ | 10/31/2024 | 25,398 | $13.71 M | -16.17% | 0.06% |
| ENSIGN PEAK ADVISORS, INC | 11/14/2024 | 24,516 | $13.23 M | -19.50% | 0.05% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 11/14/2024 | 23,500 | $12.69 M | 100.00% | 0.05% |
| ROYCE & ASSOCIATES LP | 11/06/2024 | 22,600 | $12.20 M | 0.00% | 0.05% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11/13/2024 | 21,000 | $11.34 M | 100.00% | 0.05% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 11/13/2024 | 20,534 | $11.09 M | 3,138.80% | 0.04% |
| SG AMERICAS SECURITIES, LLC | 10/03/2024 | 20,457 | $11.04 M | 37.48% | 0.04% |
Erie Indemnity Companyinstitutional Ownership - FAQ's
During the previous two years, 443 institutional investors and hedge funds held shares of Erie Indemnity Company. The most heavily invested institutionals were:
PNC FINANCIAL SERVICES GROUP, INC.: 4.91 M
VANGUARD GROUP INC: 2.9 M
BlackRock Funding, Inc. /DE: 1.79 M
STATE STREET CORP: 1.38 M
GEODE CAPITAL MANAGEMENT, LLC: 727,168
FRANKLIN RESOURCES INC: 721,075
36.89% of Erie Indemnity Company stock is owned by institutional investors.
Institutional investors have bought a total of 20.51 M shares in the last 24 months. This purchase volume represents approximately $8.25 B in transactions.