ERIC · Ericsson Lm Telephone Co

$10.08 +0.02 (+0.20%) At close · Aug 27

Market Cap

$32.97B

3.27B

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 393

Total Value: $3,550,725,682

Total Shares: 318,450,754

Showing 1–100 of 406 holdings by value · page 1 of 5

Institutional Ownership Trend

26 quarters

Superinvestors Holding ERIC

All superinvestors →

Ray Dalio $479,717

Holder Concentration

Across 393 13F filers · Δ vs Mar 31, 2026

Top Holder

21.6%

−4.3 pts

Top 5

63.7%

−1.7 pts

Top 10

75.5%

−0.4 pts

HHI

1,108

Broadly held−181

Quarterly Activity

vs Mar 31, 2026

New

Increased

150

Decreased

114

Sold Out

Unchanged

Holder count: +15

Institutional value: -0.8%

Shares held: +0.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega GOLDMAN SACHS GROUP INC	+7,822,489	15,278,177
Mega UBS Group AG	+4,715,924	6,063,933
Mega PRIMECAP MANAGEMENT CO/CA/	+4,109,600	41,613,613
Mega MORGAN STANLEY	+3,923,577	13,165,152
Mega JPMORGAN CHASE & CO	+1,848,603	2,213,652

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	−13,560,554	68,701,573
Large RENAISSANCE TECHNOLOGIES LLC	−5,002,200	4,077,200
Large ACADIAN ASSET MANAGEMENT LLC	−2,782,117	62,033,988
Mega CITADEL ADVISORS LLC	−886,100	288,600
Mega HSBC HOLDINGS PLC	−883,226	68,034

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid Twin Tree Management, LP	756,481	$8,434,763
Mega Qube Research & Technologies Ltd	668,388	$7,452,526
Mid XTX Topco Ltd	564,480	$6,293,952
Small DV EQUITIES, LLC	369,959	$4,125,042
Large MACKENZIE FINANCIAL CORP	313,941	$3,500,442

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small ABC ARBITRAGE SA	2,333,866	$26,302,669
Mega WELLINGTON MANAGEMENT GROUP LLP	1,983,261	$22,351,350
Mega VAN ECK ASSOCIATES CORP	1,399,517	$15,772,556
Large HRT FINANCIAL LP	1,339,481	$15,095,950
Large Balyasny Asset Management L.P.	1,111,485	$12,526,435

Filter: New 71 Increased 150 Reduced 114 Sold out 56 Unchanged 58

Showing 100 of 406

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

$766,022,538

21.57%

68,701,573

ACADIAN ASSET MANAGEMENT LLC

$691,678,966

19.48%

62,033,988

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	62,033,988	$691,678,966	100.0%	Defined

PRIMECAP MANAGEMENT CO/CA/

$463,991,784

13.07%

41,613,613

GOLDMAN SACHS GROUP INC

$170,351,673

4.80%

15,278,177

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	9,837,281	$109,685,683	64.4%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	3,940,896	$43,940,990	25.8%	Defined
GOLDMAN SACHS INTERNATIONAL	1,500,000	$16,725,000	9.8%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$169,218,354

4.77%

15,176,534

MORGAN STANLEY

$146,791,441

4.13%

13,165,152

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	5,820,000	$64,893,000	44.2%	Defined
MORGAN STANLEY & CO. LLC	221,754	$2,472,557	1.7%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	1,367,906	$15,252,151	10.4%	Defined
MORGAN STANLEY INVESTMENT MANAGEMENT INC	270,510	$3,016,186	2.1%	Defined
MORGAN STANLEY SMITH BARNEY LLC	209,851	$2,339,838	1.6%	Defined
MORGAN STANLEY LATAM LLC	2	$22	0.0%	Defined
Morgan Stanley Bank Asia Ltd	6,125	$68,293	0.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	5,269,004	$58,749,394	40.0%	Defined

BANK OF AMERICA CORP /DE/

$90,714,557

2.55%

8,135,835

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	3,586,452	$39,988,939	44.1%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	17,124	$190,932	0.2%	Defined
BOFA SECURITIES, INC.	3,478,210	$38,782,041	42.8%	Defined
MERRILL LYNCH INTERNATIONAL	100,429	$1,119,783	1.2%	Defined
MANAGED ACCOUNT ADVISORS LLC joint	953,620	$10,632,862	11.7%	Defined

UBS Group AG

$67,612,852

1.90%

6,063,933

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	24,495	$273,119	0.4%	Defined
UBS AG	5,991,103	$66,800,798	98.8%	Defined
UBS Switzerland AG	48,335	$538,935	0.8%	Defined

AMERIPRISE FINANCIAL INC

$58,083,080

1.64%

5,209,245

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC joint	4,021,570	$44,840,505	77.2%	Defined
Ameriprise Financial Services, LLC	1,185,436	$13,217,611	22.8%	Defined
Ameriprise Bank, FSB	2,239	$24,964	0.0%	Defined

SEI INVESTMENTS CO

$57,632,699

1.62%

5,168,852

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	190,360	$2,122,514	3.7%	Sole
SEI TRUST CO	4,978,492	$55,510,185	96.3%	Sole

FMR LLC

$56,321,649

1.59%

5,051,269

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	804,741	$8,972,862	15.9%	Defined
STRATEGIC ADVISERS LLC	4,246,528	$47,348,787	84.1%	Defined

LAZARD ASSET MANAGEMENT LLC

$50,115,916

1.41%

4,494,701

RENAISSANCE TECHNOLOGIES LLC

$45,460,780

1.28%

4,077,200

NEW YORK STATE COMMON RETIREMENT FUND

$34,697,160

0.98%

3,111,853

CITIGROUP INC

$32,089,676

0.90%

2,877,998

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	1,166	$13,000	0.0%	Defined
Citigroup Financial Products Inc. joint	2,876,832	$32,076,676	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$30,198,849

0.85%

2,708,417

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	2,658,554	$29,642,877	98.2%	Defined
Global X Management (AUS) Ltd joint	49,863	$555,972	1.8%	Defined

BlackRock, Inc.

$30,180,639

0.85%

2,706,784

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	1,157	$12,900	0.0%	Sole
BlackRock Fund Advisors	1,118,726	$12,473,794	41.3%	Sole
Aperio Group, LLC	1,586,830	$17,693,154	58.6%	Sole
SpiderRock Advisors, LLC	71	$791	0.0%	Sole

AMERICAN CENTURY COMPANIES INC

$29,454,653

0.83%

2,641,673

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	2,641,673	$29,454,653	100.0%	Defined

JPMORGAN CHASE & CO

$24,682,218

0.70%

2,213,652

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Trust Co of Delaware	2,269	$25,299	0.1%	Other
JPMorgan Chase Bank, N.A.	2,909	$32,435	0.1%	Other
J.P. Morgan Investment Management Inc.	399,882	$4,458,684	18.1%	Defined
J.P. Morgan Securities LLC	1,808,502	$20,164,797	81.7%	Defined
55I, LLC	90	$1,003	0.0%	Other

Russell Investments Group, Ltd.

$21,610,249

0.61%

1,938,139

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	107,907	$1,203,163	5.6%	Defined
Russell Investments Limited joint	1,830,232	$20,407,086	94.4%	Defined

NORTHERN TRUST CORP

$21,272,147

0.60%

1,907,816

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	1,907,816	$21,272,147	100.0%	Defined

JANE STREET GROUP, LLC

$20,639,775

0.58%

1,851,101

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	1,644,838	$18,339,943	88.9%	Defined
Jane Street Global Trading, LLC	206,263	$2,299,832	11.1%	Defined

MARSHALL WACE, LLP

$20,206,230

0.57%

1,812,218

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	1,812,218	$20,206,230	100.0%	Other

FIRST TRUST ADVISORS LP

$16,769,421

0.47%

1,503,984

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

$15,811,547

0.45%

1,418,076

ENVESTNET ASSET MANAGEMENT INC

$13,943,153

0.39%

1,250,507

Quantinno Capital Management LP

$12,871,927

0.36%

1,154,433

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$12,865,628

0.36%

1,153,868

D. E. Shaw & Co., Inc.

$11,422,015

0.32%

1,024,396

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	1,024,396	$11,422,015	100.0%	Defined

CAPITAL FUND MANAGEMENT S.A.

$11,085,084

0.31%

994,178

LPL Financial LLC

$10,317,139

0.29%

925,304

Defiance ETFs, LLC

$10,200,031

0.29%

914,801

Penserra Capital Management LLC

$10,200,031

0.29%

914,801

US BANCORP \DE\

$8,984,691

0.25%

805,802

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	718,592	$8,012,300	89.2%	Defined
U.S. BANCORP ASSET MANAGEMENT INC	86,215	$961,297	10.7%	Defined
U.S. BANCORP ADVISORS, LLC	995	$11,094	0.1%	Defined

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

$8,936,814

0.25%

801,508

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AXA INVESTMENT MANAGERS UK LIMITED	801,508	$8,936,814	100.0%	Defined

LEUTHOLD GROUP, LLC

$8,558,873

0.24%

767,612

TWO SIGMA INVESTMENTS, LP

$7,483,668

0.21%

671,181

Qube Research & Technologies Ltd

$7,452,526

0.21%

668,388

NOMURA ASSET MANAGEMENT INTERNATIONAL INC.

$7,102,037

0.20%

636,954

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NOMURA HOLDINGS INC joint	636,954	$7,102,037	100.0%	Defined

MILLENNIUM MANAGEMENT LLC

$6,943,026

0.20%

622,693

BARCLAYS PLC

$6,540,668

0.18%

586,607

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	586,607	$6,540,668	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$6,523,062

0.18%

585,028

XTX Topco Ltd

$6,293,952

0.18%

564,480

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	564,480	$6,293,952	100.0%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$6,274,896

0.18%

562,771

AZZAD ASSET MANAGEMENT INC /ADV

$6,059,244

0.17%

543,430

DIMENSIONAL FUND ADVISORS LP

$5,798,601

0.16%

520,054

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Ireland Ltd	25,403	$283,243	4.9%	Defined
Held directly	494,651	$5,515,358	95.1%	Sole

Twin Tree Management, LP

$5,776,815

0.16%

518,100

Vestmark Advisory Solutions, Inc.

$5,731,824

0.16%

514,065

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ELEVATION POINT WEALTH PARTNERS, LLC	62,423	$696,016	12.1%	Other
Held directly	451,642	$5,035,808	87.9%	Sole

RITHOLTZ WEALTH MANAGEMENT

$5,477,147

0.15%

491,224

AQR CAPITAL MANAGEMENT LLC

$5,352,289

0.15%

480,026

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DOPKINS WEALTH MANAGEMENT, LLC	215	$2,397	0.0%	Other
Arax Advisory Partners	6,470	$72,140	1.3%	Other
Held directly	473,341	$5,277,752	98.6%	Defined

Amundi

$5,144,476

0.14%

461,388

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CPR Asset Management	461,388	$5,144,476	100.0%	Defined

LSV ASSET MANAGEMENT

$4,983,280

0.14%

446,931

DENALI ADVISORS LLC

$4,459,877

0.13%

399,989

NATIXIS ADVISORS, LLC

$4,305,193

0.12%

386,116

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Natixis Investment Managers, L.P.	386,116	$4,305,193	100.0%	Defined

DV EQUITIES, LLC

$4,125,042

0.12%

369,959

Tower Research Capital LLC (TRC)

$3,747,358

0.11%

336,086

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tower Research Capital Investments LLC	336,086	$3,747,358	100.0%	Other

QRG CAPITAL MANAGEMENT, INC.

$3,537,382

0.10%

317,254

MACKENZIE FINANCIAL CORP

$3,500,442

0.10%

313,941

Diversified Trust Co

$3,467,650

0.10%

311,000

Ethic Inc.

$3,318,106

0.09%

297,588

BCS Private Wealth Management, Inc.

$3,317,125

0.09%

297,500

Nuveen, LLC

$3,143,095

0.09%

281,892

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	281,892	$3,143,095	100.0%	Defined

MERCER GLOBAL ADVISORS INC /ADV

$3,116,659

0.09%

279,521

EARNEST PARTNERS LLC

$2,895,487

0.08%

259,685

Grantham, Mayo, Van Otterloo & Co. LLC

$2,753,503

0.08%

246,951

MANNING & NAPIER ADVISORS LLC

$2,709,617

0.08%

243,015

Twin Tree Management, LP

$2,649,028

0.07%

237,581

Drum Hill Capital, LLC

$2,554,442

0.07%

229,098

GEODE CAPITAL MANAGEMENT, LLC

$2,538,542

0.07%

227,672

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$2,524,360

0.07%

226,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	226,400	$2,524,360	100.0%	Other

Crossmark Global Holdings, Inc.

$2,523,267

0.07%

226,302

Henry James International Management Inc.

$2,486,918

0.07%

223,042

Optiver Holding B.V.

$2,449,777

0.07%

219,711

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	219,711	$2,449,777	100.0%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$2,403,059

0.07%

215,521

Vident Advisory, LLC

$2,390,771

0.07%

214,419

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Blue Trust, Inc.	194,199	$2,165,318	90.6%	Defined
Held directly	20,220	$225,453	9.4%	Sole

Integrated Quantitative Investments LLC

$2,352,471

0.07%

210,984

Vanguard Personalized Indexing Management, LLC

$2,307,983

0.07%

206,994

Boston Partners

$2,243,469

0.06%

201,208

SALT Holding Corp.

$2,213,275

0.06%

198,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SAL Trading, LLC	198,500	$2,213,275	100.0%	Other

Engineers Gate Manager LP

$2,195,903

0.06%

196,942

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$2,166,445

0.06%

194,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	194,300	$2,166,445	100.0%	Other

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$2,008,795

0.06%

180,161

Legacy Wealth Asset Management, LLC

$1,978,768

0.06%

177,468

Cetera Investment Advisers

$1,907,653

0.05%

171,090

Mirae Asset Global Investments Co., Ltd.

$1,825,790

0.05%

163,748

Bank of New York Mellon Corp

$1,799,965

0.05%

161,432

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon Trust of Delaware	1,515	$16,892	0.9%	Defined
BNY Mellon, NA joint	159,915	$1,783,051	99.1%	Defined
Held directly	2	$22	0.0%	Defined

ELEVATION POINT WEALTH PARTNERS, LLC

$1,781,011

0.05%

159,732

Mariner, LLC

$1,735,229

0.05%

155,626

CITADEL ADVISORS LLC

$1,723,790

0.05%

154,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	154,600	$1,723,790	100.0%	Defined

Connor, Clark & Lunn Investment Management Ltd.

$1,715,382

0.05%

153,846

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	101,638	$1,133,263	66.1%	Sole
Held directly	52,208	$582,119	33.9%	Sole

EVOLVE PRIVATE WEALTH, LLC

$1,707,232

0.05%

153,115

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AQR Flex joint	153,115	$1,707,232	100.0%	Defined

PEAK6 LLC

$1,658,005

0.05%

148,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PEAK6 Investments LLC joint	148,700	$1,658,005	100.0%	Defined

Dorsey Wright & Associates

$1,637,076

0.05%

146,823

Callan Family Office, LLC

$1,625,636

0.05%

145,797

ASSETMARK, INC

$1,556,573

0.04%

139,603

SYON CAPITAL LLC

$1,549,437

0.04%

138,963

CITADEL ADVISORS LLC

$1,494,100

0.04%

134,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	134,000	$1,494,100	100.0%	Defined

Caprock Group, LLC

$1,468,354

0.04%

131,691

OLD MISSION CAPITAL LLC

$1,442,676

0.04%

129,388

RHUMBLINE ADVISERS

$1,421,279

0.04%

127,469

Key facts CIK 717826 CUSIP 294821608 13F (30d) 298 filings 294 filers Visit website Investor relations