TELEFONAKTIEBOLAGET LM ERICS ERIC
ADR B SEK 10 · ADR · CUSIP 294821608 · ISIN US2948216088
Swedish provider of communications technology and services
- SectorTechnology
- IndustryRadio & Tv Broadcasting & Communications Equipment
- HeadquartersStockholm, Sweden
- Founded1876
- Websiteericsson.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($24.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $11.27. Options: 11 managers hold calls ($26.8m notional), 8 hold puts ($10.0m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 300 |
| Q4 2022 | 297 |
| Q1 2023 | 271 |
| Q2 2023 | 250 |
| Q3 2023 | 237 |
| Q4 2023 | 250 |
| Q1 2024 | 238 |
| Q2 2024 | 247 |
| Q3 2024 | 267 |
| Q4 2024 | 318 |
| Q1 2025 | 325 |
| Q2 2025 | 357 |
| Q3 2025 | 328 |
| Q4 2025 | 350 |
| Q1 2026 | 377 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 134 | 98 |
| Q3 2024 | 152 | 96 |
| Q4 2024 | 188 | 88 |
| Q1 2025 | 153 | 147 |
| Q2 2025 | 187 | 133 |
| Q3 2025 | 147 | 191 |
| Q4 2025 | 191 | 134 |
| Q1 2026 | 231 | 122 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $16.0m | $12.8m | 0.80 |
| Q3 2025 | $20.3m | $11.3m | 0.56 |
| Q4 2025 | $35.4m | $10.0m | 0.28 |
| Q1 2026 | $26.8m | $10.0m | 0.37 |
Biggest buyers
| PRIMECAP MANAGEMENT CO/CA/ | Added | +10.9m |
| AMERIPRISE FINANCIAL INC | Added | +3.2m |
| CITIGROUP INC | Added | +2.8m |
| BANK OF AMERICA CORP /DE/ | Added | +2.3m |
| MORGAN STANLEY | Added | +2.2m |
| WELLINGTON MANAGEMENT GROUP LLP | New | +2.0m |
| LAZARD ASSET MANAGEMENT LLC | Added | +1.3m |
| MARSHALL WACE, LLP | New | +1.3m |
| D. E. Shaw & Co., Inc. | New | +1.0m |
| FMR LLC | Added | +884.9k |
Biggest sellers
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Reduced | -9.9m |
| UBS Group AG | Reduced | -3.9m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -3.6m |
| Optiver Holding B.V. | Reduced | -3.3m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -3.1m |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -2.4m |
| ABC ARBITRAGE SA | Reduced | -2.1m |
| OLD MISSION CAPITAL LLC | Reduced | -1.8m |
| TWO SIGMA ADVISERS, LP | Sold out | -1.5m |
| BANK OF MONTREAL /CAN/ | Reduced | -1.3m |
Biggest calls
| PEAK6 LLC | Reduced | $9.1m808.7k shares |
| HSBC HOLDINGS PLC | Reduced | $4.3m385.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.5m312.8k shares |
| JANE STREET GROUP, LLC | Added | $2.7m242.6k shares |
| Optiver Holding B.V. | Reduced | $2.3m203.6k shares |
| IMC-Chicago, LLC | Added | $1.8m162.0k shares |
| SIMPLEX TRADING, LLC | New | $1.7m154.8k shares |
| CITADEL ADVISORS LLC | Reduced | $763.0k67.7k shares |
| GROUP ONE TRADING LLC | Reduced | $257.0k22.8k shares |
| Walleye Capital LLC | Added | $208.5k18.5k shares |
Biggest puts
| MILLENNIUM MANAGEMENT LLC | New | $5.6m500.0k shares |
| Optiver Holding B.V. | Reduced | $2.2m195.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.1m96.4k shares |
| CITADEL ADVISORS LLC | Reduced | $414.7k36.8k shares |
| Walleye Capital LLC | Reduced | $253.6k22.5k shares |
| JANE STREET GROUP, LLC | Reduced | $198.4k17.6k shares |
| SIMPLEX TRADING, LLC | New | $161.2k14.3k shares |
| Walleye Trading LLC | Reduced | $36.1k3.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
INVESTOR AB
13D · may seek influence
filed 2025-04-04
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented as follows: Mr. Jacob Wallenberg, Chairman of the Board of Investor AB, was appointed as a member of the Board of Directors of the Issuer in June, 2011 and currently serves as Vice Chairman. Mr. Christian Cederholm, Chief Executive Officer and member of the Board of Directors of Investor AB, was appointed as a member of the Board of Directors of the Issuer in March, 2025. As directors of the Issuer, each of Mr. Wallenberg and Mr. Cederholm may have influence over the corporate activities of the Issuer, including activities that may relate to transactions or other matters specified in clauses (a) through (j) of Item 4 of Schedule 13D. As members of the Board of Directors of the Issuer, part of the director fees payable to Mr.… Full filing |
6.2% |
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 2.87% of their portfolio | 82.3m $927.1m | Reduced -9.9m |
| ACADIAN ASSET MANAGEMENT LLC 1.04% of their portfolio | 64.8m $730.4m | Reduced -2.4m |
| PRIMECAP MANAGEMENT CO/CA/ 0.33% of their portfolio | 37.5m $422.7m | Added +10.9m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.08% of their portfolio | 13.7m $154.5m | Reduced -3.1m |
| MORGAN STANLEY 0.01% of their portfolio | 9.2m $104.2m | Added +2.2m |
| RENAISSANCE TECHNOLOGIES LLC 0.16% of their portfolio | 9.1m $102.3m | Reduced -723.9k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 7.5m $84.0m | Added +109.7k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 6.8m $76.3m | Added +2.3m |
| SEI INVESTMENTS CO 0.06% of their portfolio | 5.3m $60.1m | Added +382.0k |
| FMR LLC 0.00% of their portfolio | 5.0m $55.9m | Added +884.9k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 4.0m $44.7m | Added +3.2m |
| LAZARD ASSET MANAGEMENT LLC 0.07% of their portfolio | 3.9m $43.9m | Added +1.3m |
| NEW YORK STATE COMMON RETIREMENT FUND 0.05% of their portfolio | 3.1m $35.0m | Added +43.3k |
| CITIGROUP INC 0.02% of their portfolio | 2.9m $32.2m | Added +2.8m |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% of their portfolio | 2.6m $29.7m | Added +22.2k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 2.4m $27.1m | Reduced -3.9k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 2.4m $26.7m | Added +491.7k |
| ABC ARBITRAGE SA 3.49% of their portfolio | 2.3m $26.3m | Reduced -2.1m |
| NORTHERN TRUST CORP 0.00% of their portfolio | 2.0m $22.7m | Added +100.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 2.0m $22.4m | New |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 1.9m $21.2m | Added +16.9k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.05% of their portfolio | 1.4m $16.0m | Added +295.2k |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 1.4m $15.8m | Added +147.1k |
| UBS Group AG 0.00% of their portfolio | 1.3m $15.2m | Reduced -3.9m |
| HRT FINANCIAL LP 0.05% of their portfolio | 1.3m $15.1m | Added +312.9k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 1.3m $14.6m | New |
| BlackRock, Inc. 0.00% of their portfolio | 1.1m $12.8m | Added +20.4k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 1.1m $12.5m | Reduced -1.0m |
| Quantinno Capital Management LP 0.02% of their portfolio | 1.1m $12.5m | Reduced -15.8k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 1.1m $12.1m | Added +548.7k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 1.0m $11.6m | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.06% of their portfolio | 985.0k $11.1m | Added +70.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 978.1k $11.0m | Added +26.9k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 964.4k $10.9m | Reduced -596.7k |
| Penserra Capital Management LLC 0.12% of their portfolio | 939.1k $10.6m | Reduced -468.4k |
| Defiance ETFs, LLC 0.15% of their portfolio | 939.1k $10.6m | Reduced -468.4k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 883.9k $10.0m | New |
| US BANCORP \DE\ 0.01% of their portfolio | 877.1k $9.9m | Reduced -55.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 822.3k $9.3m | Reduced -823.3k |
| LEUTHOLD GROUP, LLC 0.97% of their portfolio | 811.4k $9.1m | Added +16.5k |
| LPL Financial LLC 0.00% of their portfolio | 797.4k $9.0m | Added +42.3k |
| CAPITAL FUND MANAGEMENT S.A. 0.07% of their portfolio | 677.1k $7.6m | Added +151.8k |
| Turim 21 Investimentos Ltda. 1.89% of their portfolio | 670.0k $7.6m | Unchanged |
| Drum Hill Capital, LLC 6.90% of their portfolio | 667.0k $7.5m | Reduced -10.6k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 639.0k $7.2m | Added +19.3k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.01% of their portfolio | 637.0k $7.2m | Reduced -19.4k |
| Vestmark Advisory Solutions, Inc. 0.07% of their portfolio | 583.0k $6.6m | Reduced -154.3k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 565.8k $6.5m | Reduced -565.8k |
| AZZAD ASSET MANAGEMENT INC /ADV 0.60% of their portfolio | 528.1k $6.0m | Added +204.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 507.6k $5.7m | Added +77.5k |
| Amundi 0.00% of their portfolio | 503.9k $5.7m | Reduced -38.1k |
| RITHOLTZ WEALTH MANAGEMENT 0.09% of their portfolio | 445.4k $5.0m | Added +65.7k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.01% of their portfolio | 435.1k $4.9m | Added +199.8k |
| DENALI ADVISORS LLC 0.51% of their portfolio | 404.2k $4.6m | Reduced -23 |
| PANAGORA ASSET MANAGEMENT INC 0.02% of their portfolio | 368.8k $4.2m | Reduced -78.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 365.0k $4.0m | Reduced -57.1k |
| BARCLAYS PLC 0.00% of their portfolio | 364.1k $4.1m | Added +361.2k |
| QRG CAPITAL MANAGEMENT, INC. 0.04% of their portfolio | 359.6k $4.1m | Added +59.6k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 359.0k $4.0m | Added +90.1k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 350.0k $3.9m | Added +136.3k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 327.8k $3.7m | Added +120.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio | 320.9k $3.6m | Added +92.6k |
| DIVERSIFIED TRUST CO 0.07% of their portfolio | 310.9k $3.5m | Added +2.7k |
| BCS Private Wealth Management, Inc. 1.04% of their portfolio | 304.5k $3.4m | Added +710 |
| Man Group plc 0.01% of their portfolio | 282.4k $3.2m | Added +66.8k |
| MANNING & NAPIER ADVISORS LLC 0.04% of their portfolio | 275.1k $3.1m | Reduced -3.0k |
| Ethic Inc. 0.05% of their portfolio | 271.3k $3.1m | Reduced -6.6k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 270.6k $3.1m | Added +24.4k |
| Optiver Holding B.V. 0.11% of their portfolio | 265.0k $3.0m | Reduced -3.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 265.0k $3.0m | Added +8.0k |
| EARNEST PARTNERS LLC 0.01% of their portfolio | 262.2k $3.0m | Reduced -48.9k |
| Integrated Quantitative Investments LLC 0.53% of their portfolio | 260.8k $2.9m | New |
| Henry James International Management Inc. 0.94% of their portfolio | 231.7k $2.6m | Added +3 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 228.2k $2.6m | New |
| Crossmark Global Holdings, Inc. 0.04% of their portfolio | 226.4k $2.6m | Reduced -6.4k |
| denkapparat Operations GmbH 1.04% of their portfolio | 222.5k $2.5m | New |
| SALT Holding Corp. 1.38% of their portfolio | 200.0k $2.3m | Unchanged |
| ELEVATION POINT WEALTH PARTNERS, LLC 0.05% of their portfolio | 182.0k $2.1m | Added +118.5k |
| Vanguard Personalized Indexing Management, LLC 0.02% of their portfolio | 176.5k $2.0m | Reduced -26.2k |
| OLD MISSION CAPITAL LLC 0.04% of their portfolio | 164.5k $1.9m | Reduced -1.8m |
| Vident Advisory, LLC 0.02% of their portfolio | 163.8k $1.8m | Added +23.5k |
| Mariner, LLC 0.00% of their portfolio | 163.1k $1.8m | Added +24.0k |
| Boston Partners 0.00% of their portfolio | 163.0k $1.8m | Added +6.9k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 162.0k $1.8m | Reduced -3.6m |
| Bank of New York Mellon Corp 0.00% of their portfolio | 160.6k $1.8m | Added +12.5k |
| EVOLVE PRIVATE WEALTH, LLC 0.09% of their portfolio | 151.1k $1.7m | Added +136.6k |
| Engineers Gate Manager LP 0.02% of their portfolio | 146.7k $1.7m | Reduced -9.4k |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 142.4k $1.6m | Added +103.2k |
| Brooklyn Investment Group 0.05% of their portfolio | 141.7k $1.6m | Added +50.2k |
| Callan Family Office, LLC 0.04% of their portfolio | 140.6k $1.6m | Added +14.9k |
| Cetera Investment Advisers 0.00% of their portfolio | 137.2k $1.5m | Added +13.0k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 136.4k $1.5m | Added +57.5k |
| ASSETMARK, INC 0.00% of their portfolio | 133.4k $1.5m | Reduced -3.2k |
| Caprock Group, LLC 0.04% of their portfolio | 129.6k $1.5m | Reduced -7.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 119.3k $1.3m | Reduced -891 |
| SYON CAPITAL LLC 0.07% of their portfolio | 119.0k $1.3m | Added +3.7k |
| XY Capital Ltd 1.45% of their portfolio | 117.6k $1.3m | Added +45.3k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 116.9k $1.3m | New |
| Bridgewater Associates, LP 0.01% of their portfolio | 110.6k $1.2m | New |
| Pathstone Holdings, LLC 0.00% of their portfolio | 110.6k $1.2m | Added +18.2k |