Ericsson (lm) Tel-SP ADRERIC

13F holders, Q1 2024 (March 31)
237holders
2famous investors
$5.51avg. 13F price*

At the end of Q1 2024, 237 institutions reported holding Ericsson (lm) Tel-SP ADR (ERIC) in their 13F filings. The largest holders were Hotchkis & Wiley Capital Management LLC ($835.1M), Primecap Management Co. ($271.2M) and Slate Path Capital LP ($93.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Ericsson (lm) Tel-SP ADR
Filed as
TELEFONAKTIEBOLAGET LM ERICS (Q1 2024)
CUSIP
294821608
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 237Q1 2024Q2 2024: 247Q2 2024Q3 2024: 267Q3 2024Q4 2024: 318Q4 2024Q1 2025: 324Q1 2025Q2 2025: 356Q2 2025Q3 2025: 328Q3 2025Q4 2025: 350Q4 2025Q1 2026: 377Q1 2026Q2 2026: 391Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions35$125.8M
Exits48$25.2M

Ownership 237 holders

Hotchkis & Wiley Capital Management LLC 2.79% Add +3.6% 151,564,145 $835.1M
Primecap Management Co. 0.20% Reduce -8.8% 49,221,099 $271.2M
Slate Path Capital LP 1.85% New 16,983,000 $93.6M
Arrowstreet Capital, Limited Partnership 0.06% Add +50.2% 12,387,709 $68.3M
Renaissance Technologies 0.08% Add +314.0% 9,678,600 $53.3M
SRB Corp. 2.77% Reduce -11.1% 9,077,031 $50.0M
Morgan Stanley 0.00% Add +97.0% 6,317,388 $34.8M
Voloridge Investment Management, LLC 0.09% Add +98.1% 4,255,926 $23.5M
DigitalBridge Group, Inc. 2.14% Add +20.2% 4,232,756 $23.3M
Goldman Sachs Group Inc. 0.00% Add +26.9% 3,953,116 $21.8M
Bank of America Corp. 0.00% Add +18.3% 1,846,682 $10.2M
FMR LLC 0.00% Add +1.7% 1,817,209 $10.0M
Penserra Capital Management LLC 0.12% Add +0.2% 1,667,021 $9.2M
First Trust Advisors LP 0.01% New 1,510,959 $8.3M
Marshall Wace, LLP 0.01% New 1,362,086 $7.5M
Northern Trust Corp. 0.00% Reduce -4.6% 1,249,894 $6.9M
FIL Ltd 0.01% Add +9.1% 1,200,000 $6.6M
Boothbay Fund Management, LLC 0.20% Add +62.2% 1,178,344 $6.5M
Balyasny Asset Management L.P. 0.02% Reduce -15.9% 1,104,081 $6.1M
Verition Fund Management LLC 0.06% New 1,082,365 $6.0M
JPMorgan Chase & Co. 0.00% Add +926.8% 1,070,738 $5.9M
BNP Paribas Financial Markets 0.01% Add +1349.4% 744,144 $4.1M
Federated Hermes, Inc. 0.01% New 735,498 $4.1M
T. Rowe Price Associates Inc. 0.00% Add +3.0% 723,012 $4.0M
Turim 21 Investimentos Ltda. 0.94% No change 670,000 $3.7M
American Century Companies Inc. 0.00% Reduce -22.9% 623,112 $3.4M
Wells Fargo & Company 0.00% Add +35.9% 584,519 $3.2M
Azzad Asset Management Inc. 0.37% Add +1.9% 576,227 $3.2M
Citadel Advisors 0.00% Reduce -79.7% 561,308 $3.1M
UBS Group AG 0.00% Reduce -2.1% 558,494 $3.1M
Envestnet Asset Management Inc. 0.00% Add +106.8% 509,861 $2.8M
BlackRock Inc. 0.00% Add +13.4% 429,860 $2.4M
Earnest Partners LLC 0.01% Add +26.9% 378,928 $2.1M
O'shaughnessy Asset Management, LLC 0.02% Add +20.3% 334,701 $1.8M
Oppenheimer & Co. Inc. 0.03% Reduce -61.0% 326,049 $1.8M
Quantbot Technologies LP 0.10% Reduce -0.9% 326,036 $1.8M
Henry James International Management Inc. 0.51% Reduce -0.1% 302,382 $1.7M
Sei Investments Co. 0.00% Add +0.2% 300,855 $1.7M
Milestone Asset Management, LLC 0.41% New 262,354 $1.4M
Raymond James & Associates 0.00% Add +53.5% 234,590 $1.3M
Silvercrest Asset Management Group LLC 0.01% Add +1.4% 233,602 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +53.3% 220,337 $1.2M
Crossmark Global Holdings, Inc. 0.02% Add +0.1% 217,789 $1.2M
Boston Partners 0.00% Reduce -23.6% 209,982 $1.2M
Stifel Financial Corp. 0.00% Add +8.8% 195,759 $1.1M
Advisors Asset Management, Inc. 0.02% Add +4.4% 190,065 $1.0M
Geode Capital Management, LLC 0.00% No change 184,390 $1.0M
Citigroup Inc. 0.00% Add +30.9% 183,280 $1.0M
SG Americas Securities, LLC 0.00% New 168,023 $926K
Ethic Inc. 0.02% Add +40.7% 166,434 $917K
Ritholtz Wealth Management 0.03% Add +20.4% 166,343 $917K
Syon Capital LLC 0.08% Add +16.5% 159,292 $878K
LPL Financial LLC 0.00% Add +10.3% 146,694 $808K
Dimensional Fund Advisors LP 0.00% Add +3.5% 142,157 $783K
NorthCrest Asset Manangement, LLC 0.02% Reduce -5.5% 131,269 $723K
Royal Bank of Canada 0.00% Add +150.3% 128,971 $711K
Qube Research & Technologies Ltd 0.00% No change 128,186 $706K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -77.7% 127,995 $703K
Cresset Asset Management, LLC 0.00% Reduce -6.9% 126,856 $699K
Alliancebernstein L.P. 0.00% Reduce -94.5% 117,508 $647K
Bank of New York Mellon Corp 0.00% Add +18.6% 115,230 $635K
XTX Topco Ltd 0.08% New 112,090 $618K
Moloney Securities Asset Management, LLC 0.09% New 109,500 $603K
Vanguard Personalized Indexing Management, LLC 0.01% Add +68.7% 104,291 $575K
Mercer Global Advisors Inc. 0.00% Add +33.4% 100,671 $555K
Legacy Wealth Asset Management, LLC 0.15% Add +4.7% 99,859 $550K
DORCHESTER WEALTH MANAGEMENT Co 0.09% Add +2.1% 95,650 $527K
Investors Research Corp 0.12% Add +6.1% 91,552 $504K
Cavalry Management Group, LLC 0.07% — 86,957 $479K
Charles Schwab Investment Management Inc. 0.00% Add +107.4% 86,505 $477K
Guggenheim Capital LLC 0.00% Add +94.0% 83,811 $462K
Susquehanna International Group, LLP 0.00% Add +515.6% 83,654 $461K
Walleye Capital LLC 0.01% New 78,968 $435K
Natixis Advisors, LLC 0.00% Reduce -12.3% 78,144 $431K
Commonwealth Equity Services, LLC 0.00% Reduce -2.7% 76,929 $424K
Sequoia Financial Advisors, LLC 0.01% Reduce -79.0% 75,731 $417K
Pathstone Holdings, LLC 0.00% Add +67.3% 75,524 $416K
Invesco Ltd. 0.00% Add +10.9% 73,337 $404K
Truist Financial Corp. 0.00% Add +435.8% 71,707 $395K
Cerity Partners LLC 0.00% Add +64.3% 68,831 $379K
QRG Capital Management, Inc. 0.00% Reduce -36.8% 68,159 $376K
Institute for Wealth Management, LLC. 0.05% Add +16.2% 66,681 $367K
Mariner, LLC 0.00% Add +5.4% 65,907 $363K
Profund Advisors LLC 0.01% Reduce -12.3% 61,015 $336K
Caprock Group, LLC 0.02% Add +5.8% 59,499 $328K
Rhumbline Advisers 0.00% Add +15.4% 57,014 $314K
Level Four Advisory Services, LLC 0.02% Add +4.0% 48,482 $305K
Harbor Capital Advisors, Inc. 0.04% New 53,775 $296K
Mengis Capital Management, Inc. 0.05% Reduce -0.9% 53,300 $294K
Aigen Investment Management, LP 0.06% New 52,950 $292K
Yousif Capital Management, LLC 0.00% No change 52,145 $287K
Dynamic Technology Lab Private Ltd 0.03% New 51,216 $282K
RNC Capital Management LLC 0.02% Add +12.0% 50,890 $280K
Corient Private Wealth LP 0.00% Reduce -9.3% 50,792 $280K
M&T Bank Corp 0.00% Add +372.6% 48,340 $267K
Jane Street Group, LLC 0.00% Reduce -94.9% 47,669 $263K
Gateway Investment Advisers LLC 0.00% Add +225.8% 46,340 $255K
First Trust Direct Indexing L.P. 0.02% Add +7.0% 44,549 $245K
Schonfeld Strategic Advisors LLC 0.00% New 43,708 $241K
Cetera Investment Advisers 0.00% New 43,301 $239K
Forum Financial Management, LP 0.00% Reduce -0.0% 43,014 $237K
PNC Financial Services Group, Inc. 0.00% Add +7.9% 42,755 $236K
Cubist Systematic Strategies, LLC 0.00% Add +18.1% 41,081 $226K
Dorsey & Whitney Trust CO LLC 0.02% Add +0.9% 40,523 $223K
Credit Suisse AG/ 0.00% Reduce -70.4% 39,505 $218K
Vident Advisory, LLC 0.00% Reduce -54.5% 37,947 $209K
Ameriprise Financial Inc. 0.00% Reduce -3.4% 37,182 $205K
Intrust Bank NA 0.02% Add +1.8% 36,462 $201K
Callan Capital, LLC 0.02% New 35,594 $196K
D.A. Davidson & Co. 0.00% No change 33,000 $182K
Two Sigma Securities, LLC 0.01% Reduce -11.8% 32,528 $179K
Cetera Trust Company, N.A 0.10% Add +65.1% 31,125 $171K
BNP Paribas 0.01% — 30,000 $165K
Leonteq Securities AG 0.02% Add +12.8% 28,618 $158K
Pacer Advisors, Inc. 0.00% Reduce -3.6% 28,338 $156K
HighTower Advisors, LLC 0.00% Add +1.2% 28,257 $154K
US Bancorp \de 0.00% Reduce -26.0% 26,701 $147K
Bank of Montreal 0.00% Reduce -90.4% 26,664 $147K
Beverly Hills Private Wealth, LLC 0.03% New 26,409 $146K
First Affirmative Financial Network 0.11% Add +9.4% 26,354 $145K
Orion Porfolio Solutions, LLC 0.00% Reduce -4.8% 26,285 $145K
Orion Portfolio Solutions, LLC 0.00% Reduce -4.8% 26,285 $145K
Cambridge Investment Research Advisors, Inc. 0.00% Add +3.2% 24,452 $135K
Freedom Investment Management, Inc. 0.01% Reduce -6.2% 23,901 $132K
Tidal Investments LLC 0.00% Add +102.3% 23,439 $129K
GTS Securities LLC 0.00% Reduce -85.0% 23,163 $128K
Nilsine Partners, LLC 0.02% Reduce -3.9% 22,806 $126K
TD Waterhouse Canada Inc. 0.00% No change 22,133 $120K
Fox Run Management, L.L.C. 0.02% New 20,398 $112K
Ruedi Wealth Management, Inc. 0.04% No change 19,157 $106K
RFG Advisory, LLC 0.00% Reduce -5.1% 18,594 $102K
Five Oceans Advisors 0.05% No change 18,478 $102K
Hennessy Advisors Inc. 0.00% Reduce -24.0% 18,299 $101K
Franklin Resources Inc. 0.00% Add +51.6% 18,251 $101K
Hedges Asset Management LLC 0.07% No change 18,000 $99K
United Capital Financial Advisors, LLC 0.00% Add +18.8% 17,819 $98K
Harbour Investments, Inc. 0.00% Reduce -0.0% 17,671 $97K
Aprio Wealth Management, LLC 0.02% Add +17.5% 17,547 $97K
Pinnacle Associates Ltd. 0.00% Reduce -63.4% 17,500 $96K
HRT Financial LP 0.00% Reduce -92.7% 17,388 $95K
Grey Street Capital, LLC 0.01% New 17,016 $94K
National Bank of Canada 0.00% Reduce -10.2% 17,525 $93K
Russell Investments Group, Ltd. 0.00% Add +35.7% 16,533 $91K
Captrust Financial Advisors 0.00% Add +31.7% 16,416 $90K
Empower Advisory Group, LLC 0.00% No change 16,056 $88K
DAVENPORT & Co LLC 0.00% New 16,037 $88K
Townsquare Capital LLC 0.00% Add +9.6% 16,016 $88K
Headlands Technologies LLC 0.02% New 15,508 $85K
Osaic Holdings, Inc. 0.00% Reduce -57.1% 15,388 $85K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -85.5% 12,704 $70K
Tower Research Capital LLC (TRC) 0.00% Reduce -78.8% 12,603 $69K
Vise Technologies, Inc. 0.01% New 12,539 $69K
Creative Planning 0.00% Add +0.1% 12,196 $67K
Dynamic Advisor Solutions LLC 0.00% New 12,109 $67K
Seeds Investor LLC 0.06% Reduce -57.6% 11,741 $65K
Reynders McVeigh Capital Management, LLC 0.00% No change 11,504 $64K
626 Financial, LLC 0.04% No change 11,460 $63K
Formidable Asset Management, LLC 0.01% Reduce -40.6% 11,145 $61K
Schechter Investment Advisors, LLC 0.00% Reduce -12.3% 11,140 $61K
LCM Capital Management Inc 0.04% Add +3.2% 10,909 $60K
Lanark Financial, Inc. 0.01% Add +258.1% 10,744 $59K
Lake Street Advisors Group, LLC 0.00% Reduce -0.4% 10,294 $57K
Integrated Wealth Concepts LLC 0.00% Reduce -8.5% 10,077 $56K
Grove Bank & Trust 0.01% Add +1.6% 7,526 $41K
Allspring Global Investments Holdings, LLC 0.00% New 6,571 $36K
EverSource Wealth Advisors, LLC 0.00% Reduce -1.1% 6,990 $35K
Walleye Trading LLC 0.00% New 6,105 $34K
Cwm, LLC 0.00% Add +29.8% 5,804 $32K
Federation des caisses Desjardins du Quebec 0.00% Reduce -37.9% 5,110 $28K
Armstrong Advisory Group, Inc. 0.00% No change 4,232 $27K
Blue Trust, Inc. 0.00% Reduce -37.9% 4,833 $27K
Financial Perspectives, Inc 0.01% No change 4,603 $25K
Global Retirement Partners, LLC 0.00% No change 3,858 $21K
Mark Sheptoff Financial Planning, LLC 0.01% No change 3,500 $19K
EntryPoint Capital, LLC 0.02% Reduce -6.3% 3,075 $17K
Geneos Wealth Management Inc. 0.00% No change 3,000 $17K
Allworth Financial LP 0.00% No change 2,762 $15K
Credit Agricole S A 0.00% No change 3,000 $15K
Wolff Wiese Magana LLC 0.01% No change 2,603 $14K
Key Financial Inc 0.00% No change 2,560 $14K
GAMMA Investing LLC 0.00% Add +100.4% 2,363 $13K
Concourse Financial Group Securities, Inc. 0.00% No change 2,357 $13K
Steward Partners Investment Advisory, LLC 0.00% No change 2,273 $13K
Sound Income Strategies, LLC 0.00% No change 2,250 $12K
Rise Advisors, LLC 0.01% New 2,113 $12K
Avior Wealth Management, LLC 0.00% Add +797.2% 1,920 $11K
CENTRAL TRUST Co 0.00% No change 1,900 $10K
Boyd Watterson Asset Management LLC 0.00% No change 1,806 $10K
Chesapeake Asset Management LLC 0.01% Reduce -25.0% 1,800 $10K
WR Wealth Planners, LLC 0.00% New 1,800 $10K
Rothschild Investment LLC 0.00% Reduce -50.7% 1,707 $9K
Benjamin F. Edwards & Company, Inc. 0.00% New 1,671 $9K
Huntington National Bank 0.00% Reduce -16.1% 1,302 $7K
JFS Wealth Advisors, LLC 0.00% Add +43.0% 1,228 $7K
Principal Securities, Inc. 0.00% Add +4.4% 922 $5K
SouthState Bank Corp 0.00% No change 910 $5K
Smartleaf Asset Management LLC 0.00% New 861 $5K
Bruce G. Allen Investments, LLC 0.00% New 837 $5K
Hexagon Capital Partners LLC 0.00% Add +165.4% 791 $4K
Bell Investment Advisors, Inc 0.00% Reduce -12.1% 776 $4K
NFSG Corp 0.00% No change 729 $4K
Gables Capital Management Inc. 0.00% No change 625 $3K
WealthCollab, LLC 0.00% No change 561 $3K
FinTrust Capital Advisors, LLC 0.00% No change 537 $3K
CVA Family Office, LLC 0.00% No change 473 $3K
NBT Bank, N.A. 0.00% No change 437 $2K
Quadrant Capital Group LLC 0.00% No change 429 $2K
IFP Advisors, Inc 0.00% Reduce -27.4% 397 $2K
Abound Wealth Management 0.00% New 385 $2K
GW&K Investment Management, LLC 0.00% No change 365 $2K
CIBC Private Wealth Group LLC 0.00% New 321 $2K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 300 $2K
SRH Advisors, LLC 0.00% No change 255 $1K
First Horizon Advisors, Inc. 0.00% New 251 $1K
Towne Trust Company, N.A 0.00% New 250 $1K
Frazier Financial Advisors, LLC 0.00% Add +33.5% 243 $1K
Parkside Financial Bank & Trust 0.00% Reduce -50.0% 213 $1K
Addison Advisors LLC 0.00% No change 202 $1K
Lindbrook Capital, LLC 0.00% Add +37.1% 196 $1K
Bessemer Group Inc. 0.00% No change 250 $1K
Delta Asset Management LLC 0.00% No change 160 $882
Spire Wealth Management 0.00% Reduce -47.0% 141 $776
Whittier Trust Co. of Nevada Inc. 0.00% Add +59.5% 134 $737
Pacifica Partners Inc. 0.00% No change 125 $672
Estabrook Capital Management 0.00% No change 120 $661
West Branch Capital LLC 0.00% No change 100 $551
Sandy Spring Bank 0.00% Reduce -85.0% 84 $463
Barclays PLC 0.00% No change 65 $358
Natixis 0.00% Reduce -99.6% 62 $342
North Star Investment Management Corp. 0.00% No change 57 $314
Raffa Wealth Management, LLC 0.00% No change 55 $303
Highlander Capital Management, LLC 0.00% No change 40 $220
Guardian Wealth Management, Inc. 0.00% No change 30 $165
Opal Wealth Advisors, LLC 0.00% New 25 $138
Parallel Advisors, LLC 0.00% Reduce -56.3% 14 $77
Farther Finance Advisors, LLC 0.00% Reduce -97.8% 8 $45
Impact Partnership Wealth, LLC 0.00% No change 1 $6

"% of holder's portfolio" is ERIC's weight in each manager's 13F, not the share of Ericsson (lm) Tel-SP ADR the manager owns.