ERIC — ERICSSON
Reported value held$1.07B
Funds holding (latest)39
SectorTechnology
Funds holding (Q2 2026)30
Institutional value$978.93M · 88.01M sh
New / Add / Cut / Exit1 / 15 / 12 / 2
Top-5 / Top-10 concentration65.9% / 87.7%
Institutional holdings change
Accumulating +20.6%
(+15.03M sh)
Institutional value change
Up +19.4%
As of Q2 2026, 30 SEC-registered investment managers reported holding ERIC (ERICSSON) in their latest 13F filings, with a combined reported value of $978.93M across 88.01M shares. That is +20.6% by share count (+15.03M shares) versus the previous quarter, while reported value moved +19.4%. Ownership is concentrated: the five largest holders account for 65.9% of reported value and the top ten for 87.7%.
Compared with the prior quarter, 1 opened new positions, 15 added to existing stakes, 12 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
ERIC is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 15.28M | $170.35M | 0.01% | Add |
| Arrowstreet Capital history | 15.18M | $169.22M | 0.07% | Add |
| Morgan Stanley history | 13.17M | $146.79M | 0.01% | Add |
| Bank of America Corp history | 8.14M | $90.71M | 0.01% | Add |
| UBS Group AG history | 6.06M | $67.61M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 5.05M | $56.32M | 0.00% | Add |
| Lazard Asset Management history | 4.49M | $50.12M | 0.08% | Add |
| Renaissance Technologies history | 4.08M | $45.46M | 0.06% | Reduce |
| Citigroup Inc history | 2.88M | $32.09M | 0.01% | Add |
| BlackRock Inc history | 2.71M | $30.18M | 0.00% | Add |
| JPMorgan Chase & Co history | 2.21M | $24.68M | 0.00% | New |
| Northern Trust Corp history | 1.91M | $21.27M | 0.00% | Reduce |
| Marshall Wace history | 1.81M | $20.21M | 0.02% | Add |
| D. E. Shaw & Co history | 1.02M | $11.42M | 0.01% | Hold |
| Two Sigma Investments history | 671.18K | $7.48M | 0.01% | Reduce |
| Millennium Management history | 657.39K | $7.33M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 562.77K | $6.27M | 0.00% | Add |
| AQR Capital Management history | 480.03K | $5.35M | 0.00% | Add |
| Amundi US history | 461.39K | $5.14M | 0.00% | Reduce |
| Citadel Advisors history | 288.60K | $3.22M | 0.00% | Reduce |
| Geode Capital Management history | 227.67K | $2.54M | 0.00% | Reduce |
| BNY Mellon history | 161.43K | $1.80M | 0.00% | Add |
| PNC Financial Services history | 95.10K | $1.06M | 0.00% | Add |
| Invesco Ltd history | 64.78K | $722.27K | 0.00% | Add |
| Wells Fargo & Co history | 61.64K | $687.25K | 0.00% | Reduce |
| Bridgewater Associates history | 43.02K | $479.72K | 0.00% | Reduce |
| Franklin Resources history | 17.38K | $193.80K | 0.00% | Hold |
| Legal & General Investment Management America history | 14.20K | $158.42K | 0.00% | Reduce |
| Deutsche Bank AG history | 4.04K | $45.09K | 0.00% | Reduce |
| T. Rowe Price Associates history | 215.52K | $2.40K | 0.00% | Reduce |
Q1 2026 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Arrowstreet Capital history | 13.71M | $154.47M | 0.08% | Reduce |
| Morgan Stanley history | 9.24M | $104.15M | 0.01% | Add |
| Renaissance Technologies history | 9.08M | $102.32M | 0.16% | Reduce |
| Goldman Sachs Group history | 7.46M | $84.03M | 0.01% | Add |
| Bank of America Corp history | 6.77M | $76.27M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 4.96M | $55.92M | 0.00% | Add |
| Lazard Asset Management history | 3.90M | $43.94M | 0.07% | Add |
| Citigroup Inc history | 2.86M | $32.21M | 0.01% | Add |
| Northern Trust Corp history | 2.01M | $22.71M | 0.00% | Add |
| Wellington Management Group history | 1.98M | $22.35M | 0.00% | New |
| UBS Group AG history | 1.35M | $15.19M | 0.00% | Reduce |
| Marshall Wace history | 1.29M | $14.56M | 0.01% | New |
| Citadel Advisors history | 1.17M | $13.24M | 0.00% | Add |
| BlackRock Inc history | 1.14M | $12.79M | 0.00% | Add |
| Balyasny Asset Management history | 1.11M | $12.53M | 0.02% | Reduce |
| D. E. Shaw & Co history | 1.03M | $11.56M | 0.01% | New |
| Two Sigma Investments history | 883.90K | $9.96M | 0.01% | New |
| Millennium Management history | 661.99K | $7.46M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 507.61K | $5.72M | 0.00% | Add |
| Amundi US history | 503.88K | $5.68M | 0.00% | Reduce |
| AQR Capital Management history | 349.97K | $3.94M | 0.00% | Add |
| Geode Capital Management history | 265.04K | $2.99M | 0.00% | Add |
| BNY Mellon history | 160.58K | $1.81M | 0.00% | Add |
| Bridgewater Associates history | 110.61K | $1.25M | 0.01% | New |
| PNC Financial Services history | 85.18K | $959.98K | 0.00% | Add |
| Wells Fargo & Co history | 73.45K | $827.74K | 0.00% | Add |
| Invesco Ltd history | 55.17K | $621.76K | 0.00% | Add |
| Legal & General Investment Management America history | 18.75K | $211.62K | 0.00% | Hold |
| Franklin Resources history | 17.32K | $195.24K | 0.00% | Add |
| Deutsche Bank AG history | 4.77K | $53.77K | 0.00% | Reduce |
| T. Rowe Price Associates history | 228.21K | $2.57K | 0.00% | New |
Q4 2025 — 26 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Arrowstreet Capital history | 16.80M | $162.16M | 0.10% | Add |
| Renaissance Technologies history | 9.80M | $94.60M | 0.15% | Reduce |
| Goldman Sachs Group history | 7.35M | $70.89M | 0.01% | Add |
| Morgan Stanley history | 7.08M | $68.34M | 0.00% | Reduce |
| UBS Group AG history | 5.26M | $50.79M | 0.01% | Reduce |
| Bank of America Corp history | 4.47M | $43.13M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 4.08M | $39.34M | 0.00% | Add |
| Millennium Management history | 3.73M | $35.99M | 0.02% | Add |
| Lazard Asset Management history | 2.58M | $24.90M | 0.04% | Add |
| Balyasny Asset Management history | 2.13M | $20.51M | 0.03% | Add |
| Northern Trust Corp history | 1.91M | $18.47M | 0.00% | Add |
| BlackRock Inc history | 1.11M | $10.76M | 0.00% | Reduce |
| Citadel Advisors history | 795.99K | $7.68M | 0.00% | Reduce |
| Amundi US history | 541.94K | $5.23M | 0.00% | New |
| Charles Schwab Investment Management history | 430.16K | $4.15M | 0.00% | Add |
| JPMorgan Chase & Co history | 422.16K | $4.07M | 0.00% | Reduce |
| Geode Capital Management history | 257.02K | $2.48M | 0.00% | Add |
| AQR Capital Management history | 213.69K | $2.06M | 0.00% | Add |
| BNY Mellon history | 148.05K | $1.43M | 0.00% | Add |
| PNC Financial Services history | 67.31K | $649.58K | 0.00% | Add |
| Invesco Ltd history | 48.02K | $463.38K | 0.00% | Add |
| Wells Fargo & Co history | 46.67K | $450.41K | 0.00% | Reduce |
| Citigroup Inc history | 44.06K | $425.22K | 0.00% | Reduce |
| Legal & General Investment Management America history | 18.75K | $181.05K | 0.00% | Hold |
| Franklin Resources history | 15.77K | $152.14K | 0.00% | Add |
| Deutsche Bank AG history | 4.92K | $47.50K | 0.00% | Hold |
Q3 2025 — 26 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Renaissance Technologies history | 13.15M | $108.74M | 0.14% | Reduce |
| Morgan Stanley history | 10.55M | $87.22M | 0.01% | Reduce |
| Arrowstreet Capital history | 10.37M | $85.78M | 0.05% | Reduce |
| UBS Group AG history | 7.17M | $59.29M | 0.01% | Reduce |
| Goldman Sachs Group history | 5.88M | $48.61M | 0.01% | Reduce |
| Citadel Advisors history | 4.28M | $35.39M | 0.01% | Add |
| Millennium Management history | 3.12M | $25.81M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 2.96M | $24.50M | 0.00% | Reduce |
| Northern Trust Corp history | 1.87M | $15.46M | 0.00% | Add |
| Lazard Asset Management history | 1.58M | $13.04M | 0.02% | Add |
| Bank of America Corp history | 1.44M | $11.90M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.42M | $11.73M | 0.00% | Reduce |
| BlackRock Inc history | 1.24M | $10.29M | 0.00% | Add |
| Marshall Wace history | 1.08M | $8.92M | 0.01% | Add |
| Charles Schwab Investment Management history | 368.70K | $3.05M | 0.00% | Add |
| Citigroup Inc history | 254.86K | $2.11M | 0.00% | Add |
| Geode Capital Management history | 250.35K | $2.07M | 0.00% | Hold |
| AQR Capital Management history | 176.49K | $1.46M | 0.00% | Reduce |
| BNY Mellon history | 135.41K | $1.12M | 0.00% | Reduce |
| PNC Financial Services history | 66.19K | $547.42K | 0.00% | Reduce |
| Wells Fargo & Co history | 49.84K | $412.18K | 0.00% | Reduce |
| Invesco Ltd history | 44.01K | $363.95K | 0.00% | Add |
| Legal & General Investment Management America history | 18.75K | $155.17K | 0.00% | Hold |
| Franklin Resources history | 15.67K | $129.56K | 0.00% | Add |
| Balyasny Asset Management history | 13.28K | $109.80K | 0.00% | Reduce |
| Deutsche Bank AG history | 4.92K | $40.70K | 0.00% | Add |
Q2 2025 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Renaissance Technologies history | 21.58M | $182.96M | 0.24% | Add |
| Arrowstreet Capital history | 15.98M | $135.48M | 0.10% | Reduce |
| Morgan Stanley history | 15.95M | $135.28M | 0.01% | Add |
| UBS Group AG history | 9.68M | $82.05M | 0.01% | Add |
| Goldman Sachs Group history | 6.99M | $59.26M | 0.01% | Add |
| Millennium Management history | 4.05M | $34.36M | 0.02% | Add |
| JPMorgan Chase & Co history | 3.52M | $29.89M | 0.00% | Add |
| Citadel Advisors history | 3.24M | $27.49M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 3.22M | $27.28M | 0.00% | Add |
| Bank of America Corp history | 3.12M | $26.43M | 0.00% | Add |
| Point72 Asset Management history | 1.85M | $15.72M | 0.03% | New |
| Northern Trust Corp history | 1.84M | $15.59M | 0.00% | Reduce |
| BlackRock Inc history | 757.99K | $6.43M | 0.00% | Reduce |
| Amundi US history | 498.89K | $4.26M | 0.00% | Hold |
| Charles Schwab Investment Management history | 328.48K | $2.79M | 0.00% | Add |
| Marshall Wace history | 322.56K | $2.74M | 0.00% | New |
| Wells Fargo & Co history | 291.78K | $2.47M | 0.00% | Add |
| Geode Capital Management history | 250.39K | $2.12M | 0.00% | Add |
| AQR Capital Management history | 226.88K | $1.92M | 0.00% | Add |
| BNY Mellon history | 139.27K | $1.18M | 0.00% | Reduce |
| Citigroup Inc history | 133.44K | $1.13M | 0.00% | Add |
| Balyasny Asset Management history | 86.25K | $731.39K | 0.00% | Reduce |
| PNC Financial Services history | 69.17K | $586.60K | 0.00% | Add |
| Invesco Ltd history | 43.44K | $368.35K | 0.00% | Reduce |
| Legal & General Investment Management America history | 18.75K | $159.02K | 0.00% | New |
| Franklin Resources history | 13.22K | $112.08K | 0.00% | Add |
| Deutsche Bank AG history | 4.25K | $36.03K | 0.00% | New |
| Lazard Asset Management history | 1.24M | $10.53K | 0.02% | Add |
Q1 2025 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Arrowstreet Capital history | 31.18M | $241.98M | 0.20% | Reduce |
| Morgan Stanley history | 13.68M | $106.15M | 0.01% | Add |
| Renaissance Technologies history | 13.18M | $102.26M | 0.15% | Reduce |
| UBS Group AG history | 6.63M | $51.48M | 0.01% | Add |
| Goldman Sachs Group history | 4.81M | $37.32M | 0.01% | Reduce |
| Citadel Advisors history | 3.78M | $29.33M | 0.01% | Add |
| Northern Trust Corp history | 3.66M | $28.40M | 0.00% | Add |
| Millennium Management history | 2.95M | $22.90M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 2.86M | $22.16M | 0.00% | Reduce |
| Bank of America Corp history | 2.59M | $20.08M | 0.00% | Reduce |
| Balyasny Asset Management history | 1.07M | $8.32M | 0.01% | Add |
| BlackRock Inc history | 829.64K | $6.44M | 0.00% | Add |
| JPMorgan Chase & Co history | 510.20K | $3.96M | 0.00% | Reduce |
| Amundi US history | 498.89K | $3.73M | 0.00% | Add |
| Charles Schwab Investment Management history | 282.00K | $2.19M | 0.00% | Add |
| Geode Capital Management history | 248.73K | $1.93M | 0.00% | Reduce |
| Wells Fargo & Co history | 199.43K | $1.55M | 0.00% | Add |
| BNY Mellon history | 139.98K | $1.09M | 0.00% | Add |
| AQR Capital Management history | 134.89K | $1.05M | 0.00% | Add |
| Citigroup Inc history | 102.17K | $792.82K | 0.00% | Reduce |
| Invesco Ltd history | 68.50K | $531.53K | 0.00% | Reduce |
| PNC Financial Services history | 51.20K | $397.31K | 0.00% | Reduce |
| Franklin Resources history | 12.98K | $100.75K | 0.00% | New |
| Lazard Asset Management history | 418.09K | $3.24K | 0.01% | Add |
| T. Rowe Price Associates history | 368.35K | $2.86K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 2.21M sh · $24.68M
Fully Exited (vs previous quarter)
- Wellington Management Group sold 1.98M sh · $22.35M
- Balyasny Asset Management sold 1.11M sh · $12.53M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | 15.28M | 7.46M | 7.35M | 5.88M | 6.99M | 4.81M | 5.61M | 5.36M | 4.37M | 3.95M | 3.11M | 3.70M | 1.86M | 2.86M | 2.55M | 2.69M | 3.40M | 2.59M | 2.83M | 3.06M |
| Arrowstreet Capital | 15.18M | 13.71M | 16.80M | 10.37M | 15.98M | 31.18M | 32.56M | 32.64M | 14.46M | 12.39M | 8.25M | 1.76M | 5.00M | 10.75M | 11.86M | 9.47M | 4.04M | 10.20M | 8.17M | 3.61M |
| Morgan Stanley | 13.17M | 9.24M | 7.08M | 10.55M | 15.95M | 13.68M | 13.54M | 7.96M | 7.81M | 6.32M | 3.21M | 4.83M | 3.72M | 5.91M | 4.31M | 4.96M | 5.30M | 646.32K | 1.81M | 2.46M |
| Bank of America Corp | 8.14M | 6.77M | 4.47M | 1.44M | 3.12M | 2.59M | 3.47M | 3.64M | 2.78M | 1.85M | 1.56M | 1.87M | 2.45M | 1.10M | 1.48M | 1.27M | 1.25M | 1.59M | 2.32M | 4.03M |
| UBS Group AG | 6.06M | 1.35M | 5.26M | 7.17M | 9.68M | 6.63M | 3.59M | 276.02K | 270.52K | 1.34M | 1.35M | 1.36M | 1.94M | 2.01M | 2.32M | 1.66M | 1.65M | 901.17K | 1.09M | 1.17M |
| Fidelity Management & Research (FMR) | 5.05M | 4.96M | 4.08M | 2.96M | 3.22M | 2.86M | 3.43M | 2.41M | 1.95M | 1.82M | 1.79M | 2.49M | 1.32M | 1.69M | 2.47M | 3.34M | 3.76M | 2.64M | 2.92M | 3.95M |
| Lazard Asset Management | 4.49M | 3.90M | 2.58M | 1.58M | 1.24M | 418.09K | 340.09K | 79.78K | — | — | — | — | — | — | 812 | — | — | 35.00K | — | — |
| Renaissance Technologies | 4.08M | 9.08M | 9.80M | 13.15M | 21.58M | 13.18M | 13.61M | 2.72M | 3.67M | 9.68M | 2.34M | 1.34M | 5.33M | 10.07M | 7.13M | 3.48M | 2.71M | 1.08M | 5.90M | 4.09M |
| Citigroup Inc | 2.88M | 2.86M | 44.06K | 254.86K | 133.44K | 102.17K | 113.81K | 209.23K | 1.17M | 183.28K | 140.02K | 71.37K | 61.28K | 719.54K | 432.36K | 94.84K | 1.35M | 153.18K | 129.68K | 169.36K |
| BlackRock Inc | 2.71M | 1.14M | 1.11M | 1.24M | 757.99K | 829.64K | 268.82K | 406.25K | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 2.21M | — | 422.16K | 1.42M | 3.52M | 510.20K | 1.80M | 1.16M | 3.64M | 1.07M | 104.28K | 176.41K | 237.33K | 35.01K | 31.90K | 33.62K | 1.94M | 169.00K | 1.27M | 217.34K |
| Northern Trust Corp | 1.91M | 2.01M | 1.91M | 1.87M | 1.84M | 3.66M | 1.77M | 1.25M | 1.27M | 1.25M | 1.31M | 1.22M | 1.32M | 996.63K | 1.05M | 1.18M | 1.34M | 1.29M | 1.35M | 1.33M |
| Marshall Wace | 1.81M | 1.29M | — | 1.08M | 322.56K | — | — | — | 1.90M | 1.36M | — | — | — | — | — | — | — | 2.24M | 276.14K | — |
| D. E. Shaw & Co | 1.02M | 1.03M | — | — | — | — | — | — | — | — | — | — | 11.48K | 849.02K | 867.99K | 43.60K | 15.30K | 700.66K | 12.30K | 11.70K |
| Two Sigma Investments | 671.18K | 883.90K | — | — | — | — | — | — | — | — | — | — | 71.80K | 885.98K | 931.41K | 3.18M | 528.95K | 418.81K | — | 34.90K |
| Millennium Management | 657.39K | 661.99K | 3.73M | 3.12M | 4.05M | 2.95M | 6.74M | 2.02M | 469.40K | — | 689.10K | 72.69K | 9.12M | 13.94K | 6.74M | 73.67K | 2.76M | 4.20M | 2.63M | 176.30K |
| Charles Schwab Investment Management | 562.77K | 507.61K | 430.16K | 368.70K | 328.48K | 282.00K | 252.16K | 219.18K | 164.75K | 86.50K | 41.71K | 88.08K | 54.05K | 20.07K | 10.10K | — | — | — | — | — |
| AQR Capital Management | 480.03K | 349.97K | 213.69K | 176.49K | 226.88K | 134.89K | 125.53K | 107.93K | 95.89K | — | — | — | — | — | — | — | — | — | — | — |
| Amundi US | 461.39K | 503.88K | 541.94K | — | 498.89K | 498.89K | 450.19K | 444.63K | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 288.60K | 1.17M | 795.99K | 4.28M | 3.24M | 3.78M | 862.80K | 158.82K | 679.48K | 684.71K | 3.11M | 357.10K | 404.65K | 812.46K | 4.64M | 2.59M | 1.46M | 1.12M | 1.10M | 5.02M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details