Ericsson (lm) Tel-SP ADRERIC
13F holders, Q3 2024 (September 30)267holders +20
50new positions
30sold out
4famous investors
$6.86avg. 13F price*
At the end of Q3 2024, 267 institutions reported holding Ericsson (lm) Tel-SP ADR (ERIC) in their 13F filings, up 20 from Q2 2024. 50 opened new positions and 30 sold out. The largest holders were Hotchkis & Wiley Capital Management LLC ($882.7M), Primecap Management Co. ($362.2M) and Acadian Asset Management LLC ($317.4M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ericsson (lm) Tel-SP ADR
- Filed as
- TELEFONAKTIEBOLAGET LM ERICS (Q3 2024)
- CUSIP
- 294821608
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $68.1M |
| Exits | 30 | $93.5M |
All 13F filers, Q2 2024 → Q3 2024: 83,207,279 shares bought and 74,322,244 shares sold, net +8,885,035 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 267 holders
| Hotchkis & Wiley Capital Management LLC | 2.94% | Reduce -23.5% | 116,445,871 | $882.7M |
| Primecap Management Co. | 0.27% | Reduce -1.0% | 47,781,999 | $362.2M |
| Acadian Asset Management LLC | 0.99% | Add +2074.3% | 41,873,229 | $317.4M |
| Morgan Stanley | 0.00% | Add +1.9% | 7,956,446 | $60.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +22.5% | 5,356,756 | $40.6M |
| DigitalBridge Group, Inc. | 2.98% | Reduce -1.3% | 4,954,754 | $37.6M |
| Bank of America Corp. | 0.00% | Add +31.0% | 3,637,727 | $27.6M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +125.8% | 32,642,332 | $24.4M |
| Sei Investments Co. | 0.03% | Add +931.2% | 3,103,076 | $23.5M |
| Renaissance Technologies | 0.03% | Reduce -25.9% | 2,715,561 | $20.6M |
| New York State Common Retirement Fund | 0.03% | New | 2,684,978 | $20.4M |
| FMR LLC | 0.00% | Add +23.8% | 2,412,480 | $18.3M |
| FIL Ltd | 0.01% | Add +38.7% | 2,150,000 | $16.3M |
| Two Sigma Advisers, LP | 0.04% | Add +17266.7% | 2,031,900 | $15.4M |
| Millennium Management | 0.01% | Add +329.4% | 2,015,733 | $15.3M |
| Boothbay Fund Management, LLC | 0.47% | Add +38.7% | 1,873,996 | $14.2M |
| Jump Financial, LLC | 0.23% | Add +180.8% | 1,424,831 | $10.8M |
| Northern Trust Corp. | 0.00% | Reduce -1.5% | 1,252,292 | $9.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -68.2% | 1,157,574 | $8.8M |
| Verition Fund Management LLC | 0.07% | Add +6.9% | 1,142,228 | $8.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +10.0% | 1,129,654 | $8.6M |
| Gateway Investment Advisers LLC | 0.07% | Add +36.0% | 857,213 | $6.5M |
| Public Employees Retirement System of Ohio | 0.03% | New | 854,582 | $6.5M |
| T. Rowe Price Associates Inc. | 0.00% | New | 838,339 | $6.4M |
| First Trust Advisors LP | 0.01% | Reduce -14.8% | 792,236 | $6.0M |
| Quantbot Technologies LP | 0.23% | Add +730.9% | 783,938 | $5.9M |
| Ameriprise Financial Inc. | 0.00% | Add +1742.0% | 734,513 | $5.6M |
| Jane Street Group, LLC | 0.01% | Reduce -74.6% | 696,774 | $5.3M |
| Turim 21 Investimentos Ltda. | 1.40% | No change | 670,000 | $5.1M |
| American Century Companies Inc. | 0.00% | Add +3.3% | 643,717 | $4.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +286.9% | 625,650 | $4.7M |
| Employees Retirement System of Texas | 0.05% | New | 600,863 | $4.6M |
| Harbor Capital Advisors, Inc. | 0.20% | Add +124.6% | 599,426 | $4.5M |
| Quantinno Capital Management LP | 0.06% | Add +35.9% | 579,054 | $4.4M |
| Macquarie Group Ltd. | 0.00% | New | 538,392 | $4.1M |
| Azzad Asset Management Inc. | 0.45% | Add +0.1% | 528,042 | $4.0M |
| Natixis Advisors, LLC | 0.01% | Add +463.1% | 524,487 | $4.0M |
| QRG Capital Management, Inc. | 0.04% | Add +174.3% | 516,387 | $3.9M |
| Cubist Systematic Strategies, LLC | 0.06% | New | 503,638 | $3.8M |
| BNP Paribas Financial Markets | 0.00% | Add +99.8% | 479,894 | $3.6M |
| Amundi | 0.00% | New | 444,633 | $3.3M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -50.0% | 431,542 | $3.3M |
| BlackRock, Inc. | 0.00% | — | 406,254 | $3.1M |
| Paloma Partners Management Co | 0.21% | New | 400,000 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.8% | 397,722 | $3.0M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +30.9% | 376,069 | $2.8M |
| XTX Topco Ltd | 0.20% | New | 369,389 | $2.8M |
| Earnest Partners LLC | 0.01% | Add +0.2% | 368,822 | $2.8M |
| Stifel Financial Corp. | 0.00% | Reduce -3.5% | 330,607 | $2.5M |
| Cavalry Management Group, LLC | 10.81% | Add +177.6% | 317,565 | $2.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.2% | 294,514 | $2.2M |
| Henry James International Management Inc. | 0.75% | Reduce -6.1% | 283,893 | $2.2M |
| LPL Financial LLC | 0.00% | Add +66.7% | 279,765 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +175.2% | 281,930 | $2.1M |
| UBS Group AG | 0.00% | Add +2.0% | 276,018 | $2.1M |
| Crossmark Global Holdings, Inc. | 0.04% | Add +21.3% | 264,223 | $2.0M |
| Cookson Peirce & Co. Inc. | 0.08% | New | 238,681 | $1.8M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 228,779 | $1.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +33.0% | 219,182 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.10% | New | 217,072 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -82.0% | 209,229 | $1.6M |
| Diversified Trust Co. | 0.04% | New | 203,849 | $1.5M |
| Syon Capital LLC | 0.13% | Add +4.5% | 191,356 | $1.5M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -24.3% | 186,688 | $1.4M |
| Boston Partners | 0.00% | No change | 185,233 | $1.4M |
| Koss-Olinger Consulting, LLC | 0.12% | Reduce -7.1% | 183,782 | $1.4M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -3.6% | 182,611 | $1.4M |
| Ritholtz Wealth Management | 0.04% | Add +17.0% | 182,418 | $1.4M |
| US Bancorp \de | 0.00% | Add +415.6% | 181,305 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +25.9% | 149,915 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Reduce -47.9% | 140,578 | $1.1M |
| Raymond James & Associates | 0.00% | Reduce -9.0% | 124,373 | $943K |
| Bank of New York Mellon Corp | 0.00% | Add +17.0% | 121,660 | $922K |
| Scientech Research LLC | 0.18% | New | 121,155 | $918K |
| Ethic Inc. | 0.02% | Reduce -14.1% | 166,434 | $917K |
| Vident Advisory, LLC | 0.02% | Reduce -5.4% | 120,864 | $916K |
| Legacy Wealth Asset Management, LLC | 0.22% | Reduce -8.5% | 109,851 | $833K |
| AQR Capital Management | 0.00% | Add +12.6% | 107,927 | $818K |
| Cresset Asset Management, LLC | 0.00% | Reduce -22.9% | 105,052 | $796K |
| Russell Investments Group, Ltd. | 0.00% | Add +379.2% | 102,502 | $786K |
| HighTower Advisors, LLC | 0.00% | Add +19.6% | 103,434 | $782K |
| Manatuck Hill Partners, LLC | 0.29% | New | 100,000 | $758K |
| Mariner, LLC | 0.00% | Add +27.3% | 96,397 | $734K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -4.8% | 96,014 | $728K |
| Pathstone Holdings, LLC | 0.00% | Add +8.8% | 95,756 | $726K |
| Wells Fargo & Company | 0.00% | Reduce -74.5% | 92,621 | $702K |
| Cerity Partners LLC | 0.00% | Add +38.7% | 90,972 | $690K |
| Investors Research Corp | 0.15% | Reduce -0.7% | 89,552 | $679K |
| Kovack Advisors, Inc. | 0.07% | Reduce -63.8% | 85,504 | $648K |
| DORCHESTER WEALTH MANAGEMENT Co | 0.12% | Reduce -13.2% | 85,350 | $647K |
| Lazard Asset Management LLC | 0.00% | New | 79,783 | $604K |
| Virtu Financial LLC | 0.03% | New | 79,259 | $601K |
| Invesco Ltd. | 0.00% | Add +7.7% | 76,891 | $583K |
| Forum Financial Management, LP | 0.01% | No change | 75,414 | $572K |
| Squarepoint Ops LLC | 0.00% | Reduce -84.8% | 74,666 | $566K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.6% | 73,049 | $554K |
| Seven Eight Capital, LP | 0.05% | Add +21.0% | 68,317 | $518K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -68.3% | 66,859 | $507K |
| Corient Private Wealth LP | 0.00% | Reduce -43.0% | 66,853 | $507K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.1% | 65,135 | $494K |
| Two Sigma Securities, LLC | 0.04% | Add +102.6% | 65,061 | $493K |
| Rhumbline Advisers | 0.00% | Add +6.0% | 63,022 | $478K |
| Susquehanna International Group, LLP | 0.00% | Reduce -45.4% | 62,087 | $471K |
| Institute for Wealth Management, LLC. | 0.06% | Reduce -8.2% | 61,221 | $464K |
| GTS Securities LLC | 0.01% | Add +34.7% | 60,179 | $456K |
| Dynamic Technology Lab Private Ltd | 0.05% | New | 57,909 | $439K |
| MML Investors Services, LLC | 0.00% | Add +154.7% | 56,837 | $431K |
| Profund Advisors LLC | 0.02% | Reduce -13.1% | 54,603 | $414K |
| Walleye Capital LLC | 0.00% | Reduce -32.7% | 54,342 | $412K |
| Callan Capital, LLC | 0.03% | Add +39.7% | 52,824 | $400K |
| Mengis Capital Management, Inc. | 0.08% | No change | 52,300 | $396K |
| Guggenheim Capital LLC | 0.00% | Add +78.6% | 51,817 | $393K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -4.3% | 48,932 | $371K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -4.3% | 48,932 | $371K |
| PNC Financial Services Group, Inc. | 0.00% | Add +25.4% | 48,240 | $366K |
| Royal Bank of Canada | 0.00% | Reduce -47.7% | 47,906 | $362K |
| Yousif Capital Management, LLC | 0.00% | Reduce -3.6% | 47,218 | $358K |
| First Trust Direct Indexing L.P. | 0.02% | Reduce -1.1% | 46,943 | $356K |
| RNC Capital Management LLC | 0.02% | No change | 50,890 | $314K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -1.1% | 40,744 | $309K |
| Intrust Bank NA | 0.03% | Add +8.7% | 40,743 | $309K |
| Pinnacle Associates Ltd. | 0.01% | New | 47,858 | $302K |
| First Affirmative Financial Network | 0.16% | Add +23.3% | 38,384 | $291K |
| Blue Trust, Inc. | 0.00% | Add +182.2% | 46,907 | $289K |
| Cetera Investment Advisers | 0.00% | Reduce -10.0% | 36,131 | $274K |
| Vise Technologies, Inc. | 0.03% | Add +104.7% | 35,237 | $267K |
| D.A. Davidson & Co. | 0.00% | Add +5.7% | 34,866 | $264K |
| Citadel Advisors | 0.00% | Reduce -94.2% | 34,519 | $262K |
| Compound Planning, Inc. | 0.02% | Add +57.4% | 33,810 | $256K |
| United Capital Financial Advisors, LLC | 0.00% | Add +12.9% | 31,432 | $238K |
| Park Avenue Securities LLC | 0.00% | Add +73.8% | 31,121 | $236K |
| Cable Hill Partners, LLC | 0.02% | New | 30,823 | $234K |
| Tidal Investments LLC | 0.00% | Add +11.1% | 30,197 | $229K |
| BNP Paribas | 0.01% | No change | 30,000 | $227K |
| Cetera Trust Company, N.A | 0.14% | No change | 29,975 | $227K |
| Lone Peak Global Investors LLC | 0.04% | New | 27,352 | $207K |
| Five Oceans Advisors | 0.10% | New | 27,300 | $207K |
| Lake Street Advisors Group, LLC | 0.01% | Add +73.7% | 26,649 | $202K |
| Pacer Advisors, Inc. | 0.00% | Reduce -2.3% | 26,398 | $200K |
| Truist Financial Corp. | 0.00% | Add +5.5% | 26,251 | $199K |
| Aaron Wealth Advisors LLC | 0.02% | New | 26,173 | $198K |
| Waterloo Capital, L.P. | 0.02% | New | 26,036 | $197K |
| Sanctuary Advisors, LLC | 0.00% | Add +80.2% | 23,662 | $193K |
| Captrust Financial Advisors | 0.00% | Add +33.8% | 24,867 | $188K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 23,806 | $180K |
| Bank of Montreal | 0.00% | Reduce -99.8% | 23,160 | $178K |
| Graham Capital Management, L.P. | 0.01% | New | 23,443 | $178K |
| Parametrica Management Ltd | 0.21% | New | 22,763 | $173K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +151.6% | 22,712 | $172K |
| Atlas Capital Advisors Inc. | 0.03% | New | 22,444 | $170K |
| Moloney Securities Asset Management, LLC | 0.02% | Reduce -61.4% | 22,000 | $167K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.2% | 21,893 | $164K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.1% | 20,830 | $158K |
| Choreo, LLC | 0.00% | Add +64.6% | 20,751 | $155K |
| Nilsine Partners, LLC | 0.02% | Reduce -8.8% | 20,068 | $152K |
| Empower Advisory Group, LLC | 0.00% | Add +23.9% | 19,900 | $151K |
| Prudential Financial Inc. | 0.00% | New | 19,338 | $147K |
| Ruedi Wealth Management, Inc. | 0.05% | No change | 19,157 | $145K |
| Freedom Investment Management, Inc. | 0.01% | Reduce -9.8% | 18,814 | $143K |
| RFG Advisory, LLC | 0.00% | No change | 18,594 | $141K |
| Baldwin Wealth Partners LLC | 0.01% | New | 18,051 | $137K |
| Hedges Asset Management LLC | 0.09% | No change | 18,000 | $136K |
| Osaic Holdings, Inc. | 0.00% | Reduce -37.7% | 17,955 | $136K |
| Leonteq Securities AG | 0.02% | Reduce -9.2% | 17,827 | $135K |
| Pitcairn Co. | 0.01% | Add +14.7% | 17,806 | $135K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 17,717 | $134K |
| Schechter Investment Advisors, LLC | 0.01% | Add +43.6% | 16,792 | $127K |
| Townsquare Capital LLC | 0.00% | Add +3.1% | 16,461 | $125K |
| Avantax Advisory Services, Inc. | 0.00% | Add +35.8% | 16,207 | $123K |
| Aprio Wealth Management, LLC | 0.02% | Add +2.5% | 15,779 | $120K |
| Ellevest, Inc. | 0.01% | New | 15,226 | $115K |
| Glenmede Trust Co. NA | 0.00% | Add +40.3% | 14,992 | $114K |
| Creative Planning | 0.00% | Add +0.5% | 14,708 | $111K |
| Checchi Capital Advisers, LLC | 0.01% | Add +2.5% | 13,551 | $103K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.00% | New | 13,161 | $100K |
| Global Retirement Partners, LLC | 0.00% | Add +182.1% | 13,029 | $99K |
| Ieq Capital, LLC | 0.00% | New | 12,920 | $98K |
| Integrated Wealth Concepts LLC | 0.00% | Add +19.8% | 12,712 | $96K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +39.6% | 12,655 | $96K |
| Assetmark, Inc. | 0.00% | Add +1737.1% | 12,382 | $94K |
| Lido Advisors, LLC | 0.00% | New | 12,267 | $93K |
| DRW Securities, LLC | 0.00% | Reduce -76.2% | 11,837 | $90K |
| LCM Capital Management Inc | 0.05% | Add +4.1% | 11,805 | $89K |
| Savant Capital, LLC | 0.00% | New | 11,485 | $87K |
| Reynders McVeigh Capital Management, LLC | 0.00% | No change | 11,504 | $87K |
| 626 Financial, LLC | 0.05% | No change | 11,460 | $87K |
| M&T Bank Corp | 0.00% | Reduce -66.3% | 11,141 | $84K |
| Atria Investments, Inc | 0.00% | Reduce -3.6% | 10,762 | $82K |
| Jones Financial Companies LLLP | 0.00% | Add +66.1% | 10,488 | $81K |
| ICONIQ Capital, LLC | 0.00% | New | 10,614 | $80K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | New | 10,606 | $80K |
| GAMMA Investing LLC | 0.01% | Add +92.8% | 10,534 | $80K |
| Vest Financial, LLC | 0.00% | New | 10,216 | $77K |
| Neuberger Berman Group LLC | 0.00% | New | 10,150 | $77K |
| Barclays PLC | 0.00% | Reduce -0.9% | 10,124 | $77K |
| Grove Bank & Trust | 0.01% | Add +17.8% | 8,607 | $65K |
| Cwm, LLC | 0.00% | Add +15.6% | 8,412 | $64K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.1% | 7,445 | $56K |
| Cromwell Holdings LLC | 0.03% | No change | 5,946 | $45K |
| Hexagon Capital Partners LLC | 0.01% | Add +225.5% | 5,664 | $43K |
| Principal Securities, Inc. | 0.00% | Add +162.0% | 5,403 | $41K |
| Financial Perspectives, Inc | 0.01% | No change | 4,603 | $35K |
| TD Private Client Wealth LLC | 0.00% | Add +1743.2% | 4,571 | $35K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 4,232 | $32K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 4,185 | $32K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 4,116 | $31K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 3,500 | $27K |
| Rothschild Investment LLC | 0.00% | Add +23.5% | 3,366 | $26K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,000 | $23K |
| Credit Agricole S A | 0.00% | No change | 3,000 | $23K |
| Allworth Financial LP | 0.00% | Add +1.5% | 2,959 | $22K |
| Lanark Financial, Inc. | 0.00% | Reduce -52.2% | 3,000 | $22K |
| Wolff Wiese Magana LLC | 0.01% | No change | 2,603 | $20K |
| International Assets Investment Management, LLC | 0.00% | New | 2,522 | $19K |
| Avior Wealth Management, LLC | 0.00% | Add +126.0% | 2,481 | $19K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -1.2% | 2,329 | $18K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,250 | $17K |
| Smartleaf Asset Management LLC | 0.00% | New | 2,153 | $17K |
| Rise Advisors, LLC | 0.01% | No change | 2,154 | $16K |
| UMB Bank, n.a. | 0.00% | No change | 2,000 | $15K |
| CENTRAL TRUST Co | 0.00% | Add +5.1% | 1,997 | $15K |
| Chesapeake Asset Management LLC | 0.01% | No change | 1,800 | $14K |
| WR Wealth Planners, LLC | 0.00% | No change | 1,800 | $14K |
| Boyd Watterson Asset Management LLC | 0.00% | Reduce -2.2% | 1,767 | $13K |
| Moser Wealth Advisors, LLC | 0.01% | New | 1,500 | $11K |
| Private Trust Co. NA | 0.00% | New | 1,388 | $11K |
| JFS Wealth Advisors, LLC | 0.00% | Add +54.8% | 1,330 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +62.4% | 1,320 | $10K |
| Huntington National Bank | 0.00% | No change | 1,302 | $10K |
| SouthState Bank Corp | 0.00% | No change | 910 | $7K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 893 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 776 | $6K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +38.5% | 744 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +15.4% | 741 | $6K |
| Headlands Technologies LLC | 0.00% | New | 707 | $5K |
| Valley Wealth Managers, Inc. | 0.00% | New | 699 | $5K |
| Quadrant Capital Group LLC | 0.00% | Add +37.1% | 588 | $4K |
| WealthCollab, LLC | 0.00% | No change | 561 | $4K |
| Hemington Wealth Management | 0.00% | New | 527 | $4K |
| Bessemer Group Inc. | 0.00% | Add +109.6% | 524 | $4K |
| GW&K Investment Management, LLC | 0.00% | No change | 524 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 473 | $4K |
| NBT Bank, N.A. | 0.00% | No change | 437 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 437 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 397 | $3K |
| Mather Group, Llc. | 0.00% | New | 352 | $3K |
| Spire Wealth Management | 0.00% | Reduce -11.4% | 325 | $2K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -13.6% | 217 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 213 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 145 | $1K |
| Delta Asset Management LLC | 0.00% | No change | 160 | $1K |
| SRH Advisors, LLC | 0.00% | No change | 150 | $1K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 134 | $1K |
| Addison Advisors LLC | 0.00% | Reduce -37.1% | 127 | $963 |
| Estabrook Capital Management | 0.00% | No change | 120 | $910 |
| Zions Bancorporation, N.A. | 0.00% | Reduce -75.3% | 101 | $766 |
| West Branch Capital LLC | 0.00% | No change | 100 | $758 |
| Lindbrook Capital, LLC | 0.00% | No change | 79 | $599 |
| Mendota Financial Group, LLC | 0.00% | Add +45.1% | 74 | $561 |
| Signaturefd, LLC | 0.00% | New | 67 | $508 |
| True Wealth Design, LLC | 0.00% | Add +60.0% | 64 | $486 |
| Natixis | 0.00% | No change | 61 | $462 |
| Key Financial Inc | 0.00% | No change | 60 | $455 |
| North Star Investment Management Corp. | 0.00% | No change | 57 | $432 |
| Raffa Wealth Management, LLC | 0.00% | No change | 55 | $417 |
| Parallel Advisors, LLC | 0.00% | No change | 49 | $371 |
| Guardian Wealth Management, Inc. | 0.00% | No change | 30 | $227 |
"% 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.