Ericsson (lm) Tel-SP ADRERIC

13F holders, Q2 2024 (June 30)
247holders +10
44new positions
34sold out
4famous investors
$6.17avg. 13F price*

At the end of Q2 2024, 247 institutions reported holding Ericsson (lm) Tel-SP ADR (ERIC) in their 13F filings, up 10 from Q1 2024. 44 opened new positions and 34 sold out. The largest holders were Hotchkis & Wiley Capital Management LLC ($939.7M), Primecap Management Co. ($297.8M) and Arrowstreet Capital, Limited Partnership ($89.2M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Ericsson (lm) Tel-SP ADR
Filed as
TELEFONAKTIEBOLAGET LM ERICS (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions44$86.8M
Exits34$159.8M

All 13F filers, Q1 2024 → Q2 2024: 44,092,405 shares bought and 41,545,465 shares sold, net +2,546,940 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 247 holders

Hotchkis & Wiley Capital Management LLC 3.28% Add +0.5% 152,305,560 $939.7M
Primecap Management Co. 0.22% Reduce -1.9% 48,272,499 $297.8M
Arrowstreet Capital, Limited Partnership 0.08% Add +16.7% 14,457,379 $89.2M
Bank of Montreal 0.03% Add +50747.2% 13,557,885 $83.8M
Morgan Stanley 0.00% Add +23.6% 7,807,983 $48.2M
DigitalBridge Group, Inc. 2.77% Add +18.6% 5,018,017 $31.0M
Goldman Sachs Group Inc. 0.01% Add +10.7% 4,374,335 $27.0M
Optiver Holding B.V. 0.46% New 3,872,182 $24.0M
Renaissance Technologies 0.04% Reduce -62.1% 3,666,700 $22.6M
JPMorgan Chase & Co. 0.00% Add +240.2% 3,642,531 $22.5M
HSBC Holdings PLC 0.01% New 2,914,726 $17.9M
Bank of America Corp. 0.00% Add +50.3% 2,776,236 $17.1M
Jane Street Group, LLC 0.02% Add +5654.4% 2,743,089 $16.9M
FMR LLC 0.00% Add +7.3% 1,949,065 $12.0M
Acadian Asset Management LLC 0.04% New 1,925,865 $11.9M
Marshall Wace, LLP 0.02% Add +39.4% 1,898,019 $11.7M
Old Mission Capital LLC 0.30% New 1,838,194 $11.3M
Voloridge Investment Management, LLC 0.04% Reduce -58.8% 1,752,936 $10.8M
Penserra Capital Management LLC 0.13% Reduce -4.0% 1,600,899 $9.9M
FIL Ltd 0.01% Add +29.2% 1,550,000 $9.6M
Boothbay Fund Management, LLC 0.29% Add +14.7% 1,351,434 $8.3M
Northern Trust Corp. 0.00% Add +1.7% 1,271,498 $7.8M
Citigroup Inc. 0.01% Add +535.6% 1,165,028 $7.2M
Verition Fund Management LLC 0.06% Reduce -1.2% 1,068,908 $6.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% — 1,026,566 $6.3M
First Trust Advisors LP 0.01% Reduce -38.5% 929,679 $5.7M
Oppenheimer & Co. Inc. 0.08% Add +164.6% 862,856 $5.3M
Turim 21 Investimentos Ltda. 1.05% No change 670,000 $4.1M
Gateway Investment Advisers LLC 0.04% Add +1260.7% 630,541 $3.9M
American Century Companies Inc. 0.00% Reduce 0.0% 623,083 $3.8M
Citadel Advisors 0.00% Add +5.7% 593,183 $3.7M
Azzad Asset Management Inc. 0.38% Reduce -8.5% 527,349 $3.3M
Jump Financial, LLC 0.06% New 507,461 $3.1M
Squarepoint Ops LLC 0.01% New 490,670 $3.0M
Millennium Management 0.00% New 469,401 $2.9M
BlackRock Inc. 0.00% Reduce -0.1% 429,556 $2.7M
Quantinno Capital Management LP 0.05% New 425,970 $2.6M
Envestnet Asset Management Inc. 0.00% Reduce -19.8% 409,104 $2.5M
Earnest Partners LLC 0.01% Reduce -2.9% 367,933 $2.3M
Wells Fargo & Company 0.00% Reduce -37.9% 363,046 $2.2M
Stifel Financial Corp. 0.00% Add +75.0% 342,591 $2.1M
XY Capital Ltd 2.26% New 321,586 $2.0M
Henry James International Management Inc. 0.66% Reduce -0.0% 302,293 $1.9M
Sei Investments Co. 0.00% Add +0.0% 300,908 $1.9M
Geode Capital Management, LLC 0.00% Add +60.0% 295,084 $1.8M
O'shaughnessy Asset Management, LLC 0.02% Reduce -14.2% 287,261 $1.8M
UBS Group AG 0.00% Reduce -51.6% 270,518 $1.7M
SG Americas Securities, LLC 0.01% Add +60.6% 269,771 $1.7M
Harbor Capital Advisors, Inc. 0.13% Add +396.3% 266,900 $1.6M
Silvercrest Asset Management Group LLC 0.01% Add +5.6% 246,737 $1.5M
Federated Hermes, Inc. 0.00% Reduce -67.1% 242,082 $1.5M
BNP Paribas Financial Markets 0.00% Reduce -67.7% 240,243 $1.5M
Kovack Advisors, Inc. 0.16% New 236,122 $1.5M
Crossmark Global Holdings, Inc. 0.03% Add +0.1% 217,912 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.2% 211,111 $1.3M
Koss-Olinger Consulting, LLC 0.11% New 197,908 $1.2M
Ethic Inc. 0.03% Add +16.4% 193,648 $1.2M
Trexquant Investment LP 0.02% New 191,880 $1.2M
Capital Fund Management S.A. 0.01% New 191,146 $1.2M
Advisors Asset Management, Inc. 0.02% Reduce -0.3% 189,400 $1.2M
QRG Capital Management, Inc. 0.01% Add +176.2% 188,231 $1.2M
Boston Partners 0.00% Reduce -11.8% 185,233 $1.1M
Syon Capital LLC 0.10% Add +14.9% 183,050 $1.1M
LPL Financial LLC 0.00% Add +14.4% 167,822 $1.0M
Charles Schwab Investment Management Inc. 0.00% Add +90.5% 164,745 $1.0M
Dimensional Fund Advisors LP 0.00% Add +13.8% 161,719 $998K
Ritholtz Wealth Management 0.03% Reduce -6.3% 155,939 $962K
Raymond James & Associates 0.00% Reduce -41.8% 136,649 $843K
Cresset Asset Management, LLC 0.00% Add +7.5% 136,335 $841K
Vident Advisory, LLC 0.02% Add +236.8% 127,820 $789K
Legacy Wealth Asset Management, LLC 0.21% Add +20.2% 120,030 $741K
Vanguard Personalized Indexing Management, LLC 0.01% Add +14.2% 119,097 $735K
Corient Private Wealth LP 0.00% Add +131.0% 117,311 $724K
Cavalry Management Group, LLC 9.75% — 114,383 $706K
Susquehanna International Group, LLP 0.00% Add +35.8% 113,606 $701K
Bank of New York Mellon Corp 0.00% Reduce -9.8% 103,962 $641K
Mercer Global Advisors Inc. 0.00% Add +1.8% 102,448 $632K
NorthCrest Asset Manangement, LLC 0.02% Reduce -23.2% 100,814 $622K
DORCHESTER WEALTH MANAGEMENT Co 0.12% Add +2.8% 98,350 $607K
AQR Capital Management 0.00% New 95,885 $592K
Quantbot Technologies LP 0.03% Reduce -71.1% 94,344 $582K
Natixis Advisors, LLC 0.00% Add +19.2% 93,150 $575K
Royal Bank of Canada 0.00% Reduce -29.0% 91,599 $565K
Investors Research Corp 0.13% Reduce -1.5% 90,152 $556K
Pathstone Holdings, LLC 0.00% Add +16.5% 87,983 $543K
HighTower Advisors, LLC 0.00% Add +206.2% 86,515 $530K
Walleye Capital LLC 0.01% Add +2.3% 80,760 $498K
Mariner, LLC 0.00% Add +14.9% 75,741 $467K
Forum Financial Management, LP 0.01% Add +75.3% 75,414 $465K
Sequoia Financial Advisors, LLC 0.01% Reduce -1.9% 74,260 $458K
Invesco Ltd. 0.00% Reduce -2.7% 71,369 $440K
Level Four Advisory Services, LLC 0.02% Add +40.9% 68,302 $421K
Caprock Group, LLC 0.02% Add +14.7% 68,230 $421K
Institute for Wealth Management, LLC. 0.06% No change 66,681 $411K
Cerity Partners LLC 0.00% Reduce -4.7% 65,606 $405K
Commonwealth Equity Services, LLC 0.00% Reduce -16.3% 64,409 $397K
Profund Advisors LLC 0.01% Add +3.0% 62,838 $388K
Flow Traders U.S. LLC 0.02% New 61,989 $382K
Rhumbline Advisers 0.00% Add +4.3% 59,477 $367K
Moloney Securities Asset Management, LLC 0.05% Reduce -48.0% 57,000 $352K
Seven Eight Capital, LP 0.04% New 56,472 $348K
Mengis Capital Management, Inc. 0.07% Reduce -1.9% 52,300 $323K
Orion Porfolio Solutions, LLC 0.00% Add +94.6% 51,153 $316K
Orion Portfolio Solutions, LLC 0.00% Add +94.6% 51,153 $316K
RNC Capital Management LLC 0.02% No change 50,890 $314K
DRW Securities, LLC 0.02% New 49,750 $306K
Yousif Capital Management, LLC 0.00% Reduce -6.1% 48,980 $302K
First Trust Direct Indexing L.P. 0.02% Add +6.5% 47,446 $293K
GTS Securities LLC 0.01% Add +92.8% 44,663 $276K
Dorsey & Whitney Trust CO LLC 0.02% Add +1.6% 41,188 $254K
Cetera Investment Advisers 0.00% Reduce -7.3% 40,145 $248K
Ameriprise Financial Inc. 0.00% Add +7.2% 39,875 $246K
PNC Financial Services Group, Inc. 0.00% Reduce -10.1% 38,457 $237K
Callan Capital, LLC 0.02% Add +6.2% 37,807 $233K
Intrust Bank NA 0.02% Add +2.8% 37,486 $231K
US Bancorp \de 0.00% Add +31.7% 35,164 $217K
D.A. Davidson & Co. 0.00% No change 33,000 $204K
M&T Bank Corp 0.00% Reduce -31.7% 33,006 $203K
Two Sigma Securities, LLC 0.01% Reduce -1.3% 32,107 $198K
First Affirmative Financial Network 0.13% Add +18.2% 31,139 $192K
BNP Paribas 0.01% No change 30,000 $185K
Cetera Trust Company, N.A 0.12% Reduce -3.7% 29,975 $185K
Guggenheim Capital LLC 0.00% Reduce -65.4% 29,014 $179K
Osaic Holdings, Inc. 0.00% Add +87.3% 28,820 $178K
United Capital Financial Advisors, LLC 0.00% Add +56.3% 27,845 $172K
Tidal Investments LLC 0.00% Add +15.9% 27,171 $168K
Pacer Advisors, Inc. 0.00% Reduce -4.7% 27,018 $167K
Truist Financial Corp. 0.00% Reduce -65.3% 24,876 $153K
Hennessy Advisors Inc. 0.01% Add +30.9% 23,957 $148K
MML Investors Services, LLC 0.00% New 22,316 $138K
TD Waterhouse Canada Inc. 0.00% Reduce -0.9% 21,935 $137K
Nilsine Partners, LLC 0.02% Reduce -3.5% 22,008 $136K
Compound Planning, Inc. 0.01% New 21,482 $133K
Russell Investments Group, Ltd. 0.00% Add +29.4% 21,392 $132K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -13.9% 21,050 $130K
Freedom Investment Management, Inc. 0.01% Reduce -12.8% 20,849 $129K
Leonteq Securities AG 0.02% Reduce -31.4% 19,632 $121K
Ruedi Wealth Management, Inc. 0.05% No change 19,157 $118K
RFG Advisory, LLC 0.00% No change 18,594 $115K
Captrust Financial Advisors 0.00% Add +13.2% 18,589 $115K
Hedges Asset Management LLC 0.08% No change 18,000 $111K
Park Avenue Securities LLC 0.00% New 17,903 $110K
Harbour Investments, Inc. 0.00% No change 17,671 $109K
Vise Technologies, Inc. 0.02% Add +37.3% 17,218 $106K
National Bank of Canada 0.00% Reduce -6.0% 16,473 $103K
Empower Advisory Group, LLC 0.00% No change 16,056 $99K
Townsquare Capital LLC 0.00% Reduce -0.3% 15,971 $99K
Pitcairn Co. 0.01% New 15,527 $96K
Aprio Wealth Management, LLC 0.02% Reduce -12.3% 15,397 $95K
Lake Street Advisors Group, LLC 0.00% Add +49.0% 15,341 $95K
Blue Trust, Inc. 0.00% Add +244.0% 16,624 $92K
Creative Planning 0.00% Add +20.0% 14,638 $90K
Dynamic Advisor Solutions LLC 0.00% Add +16.7% 14,133 $87K
Checchi Capital Advisers, LLC 0.01% New 13,227 $82K
Choreo, LLC 0.00% New 12,608 $78K
Williams & Novak, LLC 0.07% New 12,300 $76K
Avantax Advisory Services, Inc. 0.00% New 11,939 $74K
Two Sigma Advisers, LP 0.00% New 11,700 $72K
Schechter Investment Advisors, LLC 0.01% Add +5.0% 11,691 $72K
Reynders McVeigh Capital Management, LLC 0.00% No change 11,504 $71K
626 Financial, LLC 0.04% No change 11,460 $71K
LCM Capital Management Inc 0.04% Add +4.0% 11,344 $70K
Atria Investments, Inc 0.00% New 11,161 $69K
Sanctuary Advisors, LLC 0.00% — 13,132 $68K
Glenmede Trust Co. NA 0.00% New 10,689 $66K
Integrated Wealth Concepts LLC 0.00% Add +5.3% 10,610 $65K
Wedbush Securities Inc. 0.00% New 10,528 $65K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -17.6% 10,464 $65K
Barclays PLC 0.00% Add +15613.9% 10,214 $63K
Redwood Wealth Management Group, LLC 0.05% New 10,181 $63K
Tower Research Capital LLC (TRC) 0.00% Reduce -28.1% 9,068 $56K
Allspring Global Investments Holdings, LLC 0.00% Add +37.4% 9,029 $56K
EverSource Wealth Advisors, LLC 0.00% Add +4.3% 7,291 $50K
Grove Bank & Trust 0.01% Reduce -2.9% 7,309 $45K
Cwm, LLC 0.00% Add +25.4% 7,279 $45K
Bokf, NA 0.00% New 6,656 $41K
Jones Financial Companies LLLP 0.00% New 6,313 $39K
Lanark Financial, Inc. 0.00% Reduce -41.6% 6,274 $38K
Cromwell Holdings LLC 0.02% — 5,946 $37K
GAMMA Investing LLC 0.00% Add +131.2% 5,464 $34K
Camelot Portfolios, LLC 0.02% New 5,000 $31K
Global Retirement Partners, LLC 0.00% Add +19.7% 4,619 $28K
Financial Perspectives, Inc 0.01% No change 4,603 $28K
Armstrong Advisory Group, Inc. 0.00% No change 4,232 $26K
Federation des caisses Desjardins du Quebec 0.00% Reduce -18.1% 4,185 $26K
Mark Sheptoff Financial Planning, LLC 0.01% No change 3,500 $22K
Allworth Financial LP 0.00% Add +5.6% 2,916 $19K
Geneos Wealth Management Inc. 0.00% No change 3,000 $19K
Credit Agricole S A 0.00% No change 3,000 $19K
Rothschild Investment LLC 0.00% Add +59.6% 2,725 $17K
Wolff Wiese Magana LLC 0.01% No change 2,603 $16K
Concourse Financial Group Securities, Inc. 0.00% No change 2,357 $15K
Sound Income Strategies, LLC 0.00% No change 2,250 $14K
Rise Advisors, LLC 0.01% Add +1.9% 2,154 $13K
Principal Securities, Inc. 0.00% Add +123.6% 2,062 $13K
UMB Bank, n.a. 0.00% New 2,000 $12K
CENTRAL TRUST Co 0.00% No change 1,900 $12K
Boyd Watterson Asset Management LLC 0.00% No change 1,806 $11K
Chesapeake Asset Management LLC 0.01% No change 1,800 $11K
WR Wealth Planners, LLC 0.00% No change 1,800 $11K
Hexagon Capital Partners LLC 0.00% Add +120.0% 1,740 $11K
Huntington National Bank 0.00% No change 1,302 $8K
Avior Wealth Management, LLC 0.00% Reduce -42.8% 1,098 $7K
SouthState Bank Corp 0.00% No change 910 $6K
JFS Wealth Advisors, LLC 0.00% Reduce -30.1% 859 $5K
Steward Partners Investment Advisory, LLC 0.00% Reduce -64.2% 813 $5K
Bell Investment Advisors, Inc 0.00% No change 776 $5K
NFSG Corp 0.00% No change 729 $4K
Assetmark, Inc. 0.00% New 674 $4K
Farther Finance Advisors, LLC 0.00% Add +7925.0% 642 $4K
Frazier Financial Advisors, LLC 0.00% Add +160.5% 633 $4K
WealthCollab, LLC 0.00% No change 561 $3K
Larson Financial Group LLC 0.00% New 561 $3K
FinTrust Capital Advisors, LLC 0.00% No change 537 $3K
GW&K Investment Management, LLC 0.00% Add +43.6% 524 $3K
CVA Family Office, LLC 0.00% No change 473 $3K
CIBC Private Wealth Group LLC 0.00% Add +36.1% 437 $3K
NBT Bank, N.A. 0.00% No change 437 $3K
Quadrant Capital Group LLC 0.00% No change 429 $3K
Zions Bancorporation, N.A. 0.00% New 409 $3K
IFP Advisors, Inc 0.00% No change 397 $2K
Spire Wealth Management 0.00% Add +160.3% 367 $2K
Bessemer Group Inc. 0.00% No change 250 $2K
First Horizon Advisors, Inc. 0.00% No change 251 $2K
TD Private Client Wealth LLC 0.00% New 248 $2K
Parkside Financial Bank & Trust 0.00% No change 213 $1K
Addison Advisors LLC 0.00% No change 202 $1K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 300 $1K
Delta Asset Management LLC 0.00% No change 160 $987
Cornerstone Planning Group LLC 0.00% New 145 $947
SRH Advisors, LLC 0.00% Reduce -41.2% 150 $926
Gradient Investments LLC 0.00% New 150 $926
Whittier Trust Co. of Nevada Inc. 0.00% No change 134 $826
Estabrook Capital Management 0.00% No change 120 $740
West Branch Capital LLC 0.00% No change 100 $617
Family Firm, Inc. 0.00% New 86 $531
Lindbrook Capital, LLC 0.00% Reduce -59.7% 79 $487
Natixis 0.00% Reduce -1.6% 61 $376
Key Financial Inc 0.00% Reduce -97.7% 60 $370
North Star Investment Management Corp. 0.00% No change 57 $352
Raffa Wealth Management, LLC 0.00% No change 55 $339
Mendota Financial Group, LLC 0.00% New 51 $315
Parallel Advisors, LLC 0.00% Add +250.0% 49 $302
True Wealth Design, LLC 0.00% New 40 $247
Guardian Wealth Management, Inc. 0.00% No change 30 $185
Fifth Third Bancorp 0.00% New 30 $185
Opal Wealth Advisors, LLC 0.00% No change 25 $155

"% 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.