Public record / Tickers / ERIC

ERIC — ERICSSON LM TELEPHONE CO†

Both disclosure regimes on one name: who in Congress filed about ERIC, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
18
all PTR rows naming ERIC
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2023-08-13
13F holders
294
top-294 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Gilbert Ray Cisneros, Jr. · $15.0K–$50.0K

BUY · traded 2020-11-19 → filed 2020-12-15. Ranked over every ERIC row by the provable lower bound, never a point estimate.

No member disclosed ERIC in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated ERIC rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ERIC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ERIC
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-08-13Daniel S. Goldman D–NY-10SELLTraded 07-10 +34d$1K–$15K
2023-05-12Michael K. Simpson R–ID-2SELLTraded 2021-01-13 LATE·849d$1K–$15K
2023-04-17Daniel S. Goldman D–NY-10SELL partial (partial sale)Traded 03-31 +17d$1K–$15K
2023-03-20Daniel S. Goldman D–NY-10BUYTraded 02-27 +21d$1K–$15K
2021-05-17Thomas R. Carper D–DEBUY SP (spouse-owned)Traded 2020-11-20 LATE·178d$1K–$15Kamendment pending
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 18 ↗

Members active in ERIC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed ERIC in the trailing 12 months.

Congress ↔ notable managers · ERIC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Bridgewater Associates $1.2M held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · TELEFONAKTIEBOLAGET LM ERICS

Merged timeline of congressional filings and notable-manager moves on ERIC
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FNEW+110,606 sh

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of ERIC for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$927M1
2PRIMECAP MANAGEMENT CO/CA/$423M1
3ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$154M1
4MORGAN STANLEY$104M1
5RENAISSANCE TECHNOLOGIES LLC$102M1
6BANK OF AMERICA CORP /DE/$76.3M1
7SEI INVESTMENTS CO$60.1M1
8FMR LLC$55.9M1
9LAZARD ASSET MANAGEMENT LLC$43.9M1
10CITIGROUP INC$32.2M1
11MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$29.7M1
12JANE STREET GROUP, LLC$27.1M1
13AMERICAN CENTURY COMPANIES INC$26.7M1
14NORTHERN TRUST CORP$22.7M1
15WELLINGTON MANAGEMENT GROUP LLP$22.4M1
16UBS Group AG$15.2M1
17BlackRock, Inc.$12.8M1
18BALYASNY ASSET MANAGEMENT L.P.$12.5M1
19Quantinno Capital Management LP$12.5M1
20CITADEL ADVISORS LLC$12.1M1
21D. E. Shaw & Co., Inc.$11.6M1
22O'SHAUGHNESSY ASSET MANAGEMENT, LLC$11.1M1
23ENVESTNET ASSET MANAGEMENT INC$11.0M1
24FIRST TRUST ADVISORS LP$10.9M1
25TWO SIGMA INVESTMENTS, LP$10.0M1
26US BANCORP \DE\$9.9M1
27LPL Financial LLC$9.0M1
28Drum Hill Capital, LLC$7.5M1
29DIMENSIONAL FUND ADVISORS LP$7.2M1
30NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$7.2M1
31Vestmark Advisory Solutions, Inc.$6.6M1
32HSBC HOLDINGS PLC$6.5M1
33AZZAD ASSET MANAGEMENT INC /ADV$6.0M1
34CHARLES SCHWAB INVESTMENT MANAGEMENT INC$5.7M1
35Amundi$5.7M1
36RITHOLTZ WEALTH MANAGEMENT$5.0M1
37Grantham, Mayo, Van Otterloo & Co. LLC$4.9M1
38DENALI ADVISORS LLC$4.6M1
39PANAGORA ASSET MANAGEMENT INC$4.2M1
40QRG CAPITAL MANAGEMENT, INC.$4.1M1
41AQR CAPITAL MANAGEMENT LLC$3.9M1
42Connor, Clark & Lunn Investment Management Ltd.$3.7M1
43BNP Paribas Asset Management Holding S.A.$3.6M1
44Diversified Trust Co$3.5M1
45BCS Private Wealth Management, Inc.$3.4M1
46Man Group plc$3.2M1
47MERCER GLOBAL ADVISORS INC /ADV$3.1M1
48Optiver Holding B.V.$3.0M1
49EARNEST PARTNERS LLC$3.0M1
50Integrated Quantitative Investments LLC$2.9M1
51Crossmark Global Holdings, Inc.$2.6M1
52denkapparat Operations GmbH$2.5M1
53SALT Holding Corp.$2.3M1
54ELEVATION POINT WEALTH PARTNERS, LLC$2.1M1
55Vanguard Personalized Indexing Management, LLC$2.0M1
56OLD MISSION CAPITAL LLC$1.9M1
57Vident Advisory, LLC$1.8M1
58Boston Partners$1.8M1
59Mariner, LLC$1.8M1
60MILLENNIUM MANAGEMENT LLC$1.8M1
61EVOLVE PRIVATE WEALTH, LLC$1.7M1
62Engineers Gate Manager LP$1.7M1
63Callan Family Office, LLC$1.6M1
64Cetera Investment Advisers$1.5M1
65NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.5M1
66ASSETMARK, INC$1.5M1
67Caprock Group, LLC$1.5M1
68XY Capital Ltd$1.3M1
69ExodusPoint Capital Management, LP$1.3M1
70Bridgewater Associates, LP$1.2M1
71Pathstone Holdings, LLC$1.2M1
72Legacy Wealth Asset Management, LLC$1.1M1
73AlphaCore Capital LLC$1.1M1
74HighTower Advisors, LLC$1.0M1
75Cerity Partners LLC$1.0M1
76IEQ CAPITAL, LLC$1.0M1
77Qtron Investments LLC$883K1
78MML INVESTORS SERVICES, LLC$858K1
79Vise Technologies, Inc.$842K1
80Sequoia Financial Advisors, LLC$836K1
81WELLS FARGO & COMPANY/MN$828K1
82QUADRANT CAPITAL GROUP LLC$816K1
83Orion Porfolio Solutions, LLC$814K1
84Michels Family Financial, LLC$798K1
85Baird Financial Group, Inc.$795K1
86Tower Research Capital LLC (TRC)$790K1
87Walleye Trading LLC$780K1
88SHELTON CAPITAL MANAGEMENT$775K1
89Vest Financial, LLC$775K1
90Strategic Global Advisors, LLC$746K1
91Tidal Investments LLC$731K1
92ACADIAN ASSET MANAGEMENT LLC$730K1
93ROYAL BANK OF CANADA$698K1
94Institute for Wealth Management, LLC.$693K1
95Advisors Asset Management, Inc.$662K1
96UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$651K1
97Compound Planning, Inc.$646K1
98Sanctuary Advisors, LLC$646K1
99Invesco Ltd.$622K1
100TWO SIGMA SECURITIES, LLC$613K1
101Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$608K1
102INTRUST BANK NA$600K1
103Creative Planning$565K1
104PROFUND ADVISORS LLC$549K1
105Corient Private Wealth LLC$543K1
106COLDSTREAM CAPITAL MANAGEMENT INC$538K1
107GATEWAY INVESTMENT ADVISERS LLC$510K1
108RAYMOND JAMES FINANCIAL INC$488K1
109First Affirmative Financial Network$485K1
110Squarepoint Ops LLC$483K1
111NATIONAL BANK OF CANADA /FI/$481K1
112Focus Partners Wealth$468K1
113Aaron Wealth Advisors LLC$468K1
114Verition Fund Management LLC$459K1
115TD Waterhouse Canada Inc.$453K1
116OSAIC HOLDINGS, INC.$442K1
117Federation des caisses Desjardins du Quebec$422K1
118DRW Securities, LLC$419K1
119Laird Norton Wetherby Trust Company, LLC$417K1
120UNITED CAPITAL FINANCIAL ADVISORS, LLC$415K1
121Gryphon Financial Partners LLC$409K1
122Merit Financial Group, LLC$408K1
123Kathmere Capital Management, LLC$407K1
124NorthCrest Asset Manangement, LLC$403K1
125Sivia Capital Partners, LLC$395K1
126BALDWIN WEALTH PARTNERS LLC/MA$393K1
127Allspring Global Investments Holdings, LLC$384K1
128Net Worth Advisory Group$380K1
129OPPENHEIMER & CO INC$361K1
130FOCUSED ALPHA, LLC$360K1
131Naviter Wealth, LLC$340K1
132EVERGREEN CAPITAL MANAGEMENT LLC$329K1
133BANK OF MONTREAL /CAN/$318K1
134Blue Trust, Inc.$313K1
135Trek Financial, LLC$311K1
136CHOREO, LLC$309K1
137Summit Trail Advisors, LLC$299K1
138GROUP ONE TRADING LLC$298K1
139CSS LLC/IL$280K1
140GUGGENHEIM CAPITAL LLC$279K1
141WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$275K1
142Cresset Asset Management, LLC$266K1
143Beacon Pointe Advisors, LLC$266K1
144FULTON BANK, N.A.$261K1
145Alhambra Investment Management LLC$251K1
146TRUIST FINANCIAL CORP$250K1
147COMMONWEALTH EQUITY SERVICES, LLC$250K1
148Five Oceans Advisors$245K1
149KINTRA WEALTH, LLC$238K1
150Transmarket Holdings LP$230K1
151Envestnet Portfolio Solutions, Inc.$221K1
152Stirlingshire Investments, Inc.$221K1
153Advyzon Investment Management, LLC$218K1
154Ruedi Wealth Management, Inc.$216K1
155Family Manage LLC$214K1
156Legal & General Group Plc$212K1
157Westover Capital Advisors, LLC$211K1
158Larry Mathis Financial Planning, LLC$209K1
159OpenArc Corporate Advisory, LLC$207K1
160Frec Markets, Inc.$206K1
161Pure Financial Advisors, LLC$204K1
162RFG Advisory, LLC$200K1
163Savant Capital, LLC$199K1
164FRANKLIN RESOURCES INC$195K1
165HF Advisory Group, LLC$195K1
166Checchi Capital Advisers, LLC$193K1
167Aprio Wealth Management, LLC$191K1
168Dynamic Technology Lab Private Ltd$187K1
169XPONANCE LLC$185K1
170May Hill Capital, LLC$183K1
171Empower Advisory Group, LLC$183K1
172VIEWPOINT INVESTMENT PARTNERS CORP$182K1
173Ascent Group, LLC$172K1
174Blueshift Asset Management, LLC$171K1
175RHS Financial, LLC$162K1
176Retirement Solution LLC$162K1
177Rockefeller Capital Management L.P.$149K1
178HUB Investment Partners, LLC$144K1
179Baron Wealth Management LLC$143K1
180&PARTNERS$142K1
181Williams & Novak Wealth Management, LLC$141K1
182R Squared Ltd$136K1
183CWM, LLC$135K1
184Nuveen, LLC$135K1
185Resonant Capital Advisors, LLC$134K1
186SAGE RHINO CAPITAL LLC$132K1
187LCM Capital Management Inc$132K1
188Csenge Advisory Group$130K1
189626 Financial, LLC$129K1
190PRINCIPAL SECURITIES, INC.$129K1
191Modern Wealth Management, LLC$128K1
192SUSQUEHANNA INTERNATIONAL GROUP, LLP$127K1
193International Private Wealth Advisors LLC$126K1
194Smartleaf Asset Management LLC$124K1
195DIVERSIFY WEALTH MANAGEMENT, LLC$121K1
196Independent Advisor Alliance$120K1
197OLD NATIONAL BANCORP /IN/$120K1
198HB Wealth Management, LLC$117K1
199Cromwell Holdings LLC$116K1
200MGO ONE SEVEN LLC$115K1
201D.A. DAVIDSON & CO.$113K1
202Leonteq Securities AG$102K1
203GeoWealth Management, LLC$91.4K1
204Walleye Capital LLC$79.2K1
205Grove Bank & Trust$74.1K1
206Allworth Financial LP$67.3K1
207FOSTER DYKEMA CABOT & PARTNERS, LLC$56.0K1
208Pinnacle Wealth Planning Services, Inc.$54.3K1
209DEUTSCHE BANK AG\$53.8K1
210Financial Perspectives, Inc$51.9K1
211ARMSTRONG ADVISORY GROUP, INC$47.7K1
212Bayforest Capital Ltd$43.6K1
213Intentional Wealth Strategies, LLC$37.0K1
214Caitong International Asset Management Co., Ltd$30.9K1
215Triumph Capital Management$30.4K1
216AMERIFLEX GROUP, INC.$29.9K1
217WOLFF WIESE MAGANA LLC$29.3K1
218Owl Creek Wealth Partners LLC$28.3K1
219Ankerstar Wealth, LLC$26.9K1
220BEACON INVESTMENT ADVISORY SERVICES, INC.$22.5K1
221Manchester Capital Management LLC$21.8K1
222CENTRAL TRUST Co$21.4K1
223Vermillion Wealth Management, Inc.$19.4K1
224MAI Capital Management$16.2K1
225FEDERATED HERMES, INC.$15.3K1
226SIGNATUREFD, LLC$15.2K1
227HRT FINANCIAL LP$15.1K1
228Bell Investment Advisors, Inc$14.9K1
229Larson Financial Group LLC$14.0K1
230FINANCIAL CONSULATE, INC$12.4K1
231Burk Holdings LLC$12.2K1
232True Wealth Design, LLC$11.7K1
233Transamerica Financial Advisors, LLC$11.7K1
234WealthCollab, LLC$10.6K1
235Penserra Capital Management LLC$10.6K1
236Steward Partners Investment Advisory, LLC$10.3K1
237JFS WEALTH ADVISORS, LLC$9.7K1
238Parkside Financial Bank & Trust$8.3K1
239Kilter Group LLC$6.4K1
240Investors Research Corp$5.6K1
241Vanguard National Trust Co$5.2K1
242Destiny Wealth Partners, LLC$5.1K1
243Retirement Wealth Solutions LLC$4.7K1
244Bank Julius Baer & Co. Ltd, Zurich$4.2K1
245Addison Advisors LLC$4.0K1
246MATHER GROUP, LLC.$4.0K1
247Dogwood Wealth Management LLC$3.9K1
248CVA Family Office, LLC$3.7K1
249SJS Investment Consulting Inc.$3.7K1
250Signature Equity Partners, LLC$3.7K1
251FIFTH THIRD BANCORP$3.6K1
252Spire Wealth Management$2.3K1
253Inspire Investing, LLC$1.6K1
254MV CAPITAL MANAGEMENT, INC.$1.5K1
255Beaird Harris Wealth Management, LLC$1.5K1
256Physician Wealth Advisors, Inc.$1.4K1
257American Capital Advisory, LLC$1.3K1
258Annis Gardner Whiting Capital Advisors, LLC$9251
259GHP Investment Advisors, Inc.$8801
260Key FInancial Inc$6761
261PARK AVENUE SECURITIES LLC$5711
262SHP Wealth Management$3381
263Abound Wealth Management$3271
264Cassaday & Co Wealth Management LLC$2821
265GSA CAPITAL PARTNERS LLP$1971
266Godfrey Financial Associates, Inc.$1691
267TOTH FINANCIAL ADVISORY CORP$791
268Activest Wealth Management$01
269M&T BANK CORP— value not disclosed1
270GLENMEDE TRUST CO NA— value not disclosed1
271HARBOUR INVESTMENTS, INC.— value not disclosed1
272CIBC Private Wealth Group LLC— value not disclosed1
273IMC-Chicago, LLC— value not disclosed1
274TWO SIGMA ADVISERS, LP— value not disclosed1
275FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
276JNBA Financial Advisors— value not disclosed1
277Mirae Asset Global Investments Co., Ltd.— value not disclosed1
278MARK SHEPTOFF FINANCIAL PLANNING, LLC— value not disclosed1
279Quadrature Capital Ltd— value not disclosed1
280Schonfeld Strategic Advisors LLC— value not disclosed1
281Qube Research & Technologies Ltd— value not disclosed1
282Crewe Advisors LLC— value not disclosed1
283Global Retirement Partners, LLC— value not disclosed1
284Elevated Capital Advisors, LLC— value not disclosed1
285Concord Wealth Partners— value not disclosed1
286XTX Topco Ltd— value not disclosed1
287Kestra Advisory Services, LLC— value not disclosed1
288DV EQUITIES, LLC— value not disclosed1
289Koss-Olinger Consulting, LLC— value not disclosed1
290Hedges Asset Management LLC— value not disclosed1
291Forum Financial Management, LP— value not disclosed1
292SageView Advisory Group, LLC— value not disclosed1
293Abel Hall, LLC— value not disclosed1
294Brucke Financial, Inc.— value not disclosed1
Truncated by Public Filings. Every one of the 268 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on ERIC

RETAINED WINDOW · ACTIVE HITS

Zero hits on ERIC in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for ERIC · financials and macro

Financials — as filed PLANNED

ERIC's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: ERIC on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing