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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

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

Purchase · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-10 +34d$1K–$15K
2023-05-12Michael K. Simpson R–ID-2SaleTraded 2021-01-13 LATE·849d$1K–$15K
2023-04-17Daniel S. Goldman D–NY-10Sale · partial (partial sale)Traded 03-31 +17d$1K–$15K
2023-03-20Daniel S. Goldman D–NY-10PurchaseTraded 02-27 +21d$1K–$15K
2021-05-17Thomas R. Carper D–DEPurchase · SP (spouse-owned)Traded 2020-11-20 LATE·178d$1K–$15Kamendment pending
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
270GLENMEDE TRUST CO NA$01
271HARBOUR INVESTMENTS, INC.$01
272CIBC Private Wealth Group LLC$01
273IMC-Chicago, LLC$01
274TWO SIGMA ADVISERS, LP$01
275FOX RUN MANAGEMENT, L.L.C.$01
276JNBA Financial Advisors$01
277Mirae Asset Global Investments Co., Ltd.$01
278MARK SHEPTOFF FINANCIAL PLANNING, LLC$01
279Quadrature Capital Ltd$01
280Schonfeld Strategic Advisors LLC$01
281Qube Research & Technologies Ltd$01
282Crewe Advisors LLC$01
283Global Retirement Partners, LLC$01
284Elevated Capital Advisors, LLC$01
285Concord Wealth Partners$01
286XTX Topco Ltd$01
287Kestra Advisory Services, LLC$01
288DV EQUITIES, LLC$01
289Koss-Olinger Consulting, LLC$01
290Hedges Asset Management LLC$01
291Forum Financial Management, LP$01
292SageView Advisory Group, LLC$01
293Abel Hall, LLC$01
294Brucke Financial, Inc.$01
Truncated by Public Filings. The published aggregate ranks the top 294 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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