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 ($25.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $11.15. Options: 12 managers hold calls ($19.1m notional), 13 hold puts ($19.6m).
Trends to Q2 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 |
| Q2 2026 | 390 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2026 | 215 | 162 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $20.3m | $11.3m | 0.56 |
| Q4 2025 | $35.4m | $10.0m | 0.28 |
| Q1 2026 | $26.8m | $10.0m | 0.37 |
| Q2 2026 | $19.1m | $19.6m | 1.02 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +7.8m |
| UBS Group AG | Added | +4.7m |
| PRIMECAP MANAGEMENT CO/CA/ | Added | +4.1m |
| MORGAN STANLEY | Added | +3.9m |
| JPMORGAN CHASE & CO | Added | +1.8m |
| BlackRock, Inc. | Added | +1.6m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +1.5m |
| BANK OF AMERICA CORP /DE/ | Added | +1.4m |
| AMERIPRISE FINANCIAL INC | Added | +1.2m |
| Qube Research & Technologies Ltd | New | +668.4k |
Biggest sellers
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Reduced | -13.6m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -5.0m |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -2.8m |
| ABC ARBITRAGE SA | Sold out | -2.3m |
| WELLINGTON MANAGEMENT GROUP LLP | Sold out | -2.0m |
| VAN ECK ASSOCIATES CORP | Sold out | -1.4m |
| HRT FINANCIAL LP | Sold out | -1.3m |
| Balyasny Asset Management L.P. | Sold out | -1.1m |
| CITADEL ADVISORS LLC | Sold out | -1.1m |
| Turim 21 Investimentos Ltda. | Sold out | -670.0k |
Biggest calls
| Optiver Holding B.V. | Added | $4.4m390.2k shares |
| SIMPLEX TRADING, LLC | Added | $3.1m275.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.5m226.4k shares |
| GROUP ONE TRADING LLC | Added | $2.1m191.3k shares |
| IMC-Chicago, LLC | Added | $2.0m179.2k shares |
| CITADEL ADVISORS LLC | Added | $1.7m154.6k shares |
| Walleye Capital LLC | Added | $1.4m121.7k shares |
| HSBC HOLDINGS PLC | Reduced | $758.2k68.0k shares |
| JANE STREET GROUP, LLC | Reduced | $757.1k67.9k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $419.2k37.6k shares |
Biggest puts
| Twin Tree Management, LP | New | $5.8m518.1k shares |
| Optiver Holding B.V. | Added | $2.3m206.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.2m194.3k shares |
| PEAK6 LLC | New | $1.7m148.7k shares |
| CITADEL ADVISORS LLC | Added | $1.5m134.0k shares |
| IMC-Chicago, LLC | New | $1.3m119.8k shares |
| Walleye Capital LLC | Added | $1.2m103.9k shares |
| SANDLER CAPITAL MANAGEMENT | New | $1.1m100.0k shares |
| SIMPLEX TRADING, LLC | Added | $887.5k79.6k shares |
| JANE STREET GROUP, LLC | Added | $844.1k75.7k 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 since 1 Apr 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 since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 2.23% of their portfolio | 68.7m $766.0m | Reduced -13.6m |
| ACADIAN ASSET MANAGEMENT LLC 0.82% of their portfolio | 62.0m $691.6m | Reduced -2.8m |
| PRIMECAP MANAGEMENT CO/CA/ 0.27% of their portfolio | 41.6m $464.0m | Added +4.1m |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 15.3m $170.4m | Added +7.8m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.08% of their portfolio | 15.2m $169.2m | Added +1.5m |
| MORGAN STANLEY 0.01% of their portfolio | 13.2m $146.8m | Added +3.9m |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 8.1m $90.7m | Added +1.4m |
| UBS Group AG 0.01% of their portfolio | 6.1m $67.6m | Added +4.7m |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 5.2m $58.1m | Added +1.2m |
| SEI INVESTMENTS CO 0.05% of their portfolio | 5.2m $57.6m | Reduced -166.1k |
| FMR LLC 0.00% of their portfolio | 5.1m $56.3m | Added +89.8k |
| LAZARD ASSET MANAGEMENT LLC 0.08% of their portfolio | 4.5m $50.1m | Added +595.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.06% of their portfolio | 4.1m $45.5m | Reduced -5.0m |
| NEW YORK STATE COMMON RETIREMENT FUND 0.04% of their portfolio | 3.1m $34.7m | Added +9.8k |
| CITIGROUP INC 0.01% of their portfolio | 2.9m $32.1m | Added +19.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% of their portfolio | 2.7m $30.2m | Added +68.1k |
| BlackRock, Inc. 0.00% of their portfolio | 2.7m $30.2m | Added +1.6m |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 2.6m $29.5m | Added +269.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.2m $24.7m | Added +1.8m |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 1.9m $21.6m | Added +17.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.9m $21.3m | Reduced -107.1k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 1.9m $20.6m | Reduced -556.0k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 1.8m $20.2m | Added +520.6k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 1.5m $16.8m | Added +539.6k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.05% of their portfolio | 1.4m $15.8m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 1.3m $13.9m | Added +272.4k |
| Quantinno Capital Management LP 0.02% of their portfolio | 1.2m $12.9m | Added +49.1k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.06% of their portfolio | 1.2m $12.9m | Added +168.9k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 1.0m $11.4m | Reduced -1.1k |
| CAPITAL FUND MANAGEMENT S.A. 0.08% of their portfolio | 994.2k $11.1m | Added +317.0k |
| LPL Financial LLC 0.00% of their portfolio | 925.3k $10.3m | Added +127.9k |
| Penserra Capital Management LLC 0.08% of their portfolio | 914.8k $10.2m | Reduced -24.3k |
| Defiance ETFs, LLC 0.14% of their portfolio | 914.8k $9.9m | Reduced -24.3k |
| US BANCORP \DE\ 0.01% of their portfolio | 805.8k $9.0m | Reduced -71.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% of their portfolio | 801.5k $8.9m | Added +480.6k |
| LEUTHOLD GROUP, LLC 0.86% of their portfolio | 767.6k $8.6m | Reduced -43.8k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 671.2k $7.5m | Reduced -212.7k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 668.4k $7.5m | New |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.01% of their portfolio | 637.0k $7.1m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 622.7k $6.9m | Added +460.7k |
| BARCLAYS PLC 0.00% of their portfolio | 586.6k $6.5m | Added +222.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 585.0k $6.5m | Reduced -237.3k |
| XTX Topco Ltd 0.08% of their portfolio | 564.5k $6.3m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 562.8k $6.3m | Added +55.2k |
| AZZAD ASSET MANAGEMENT INC /ADV 0.54% of their portfolio | 543.4k $6.1m | Added +15.3k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 520.1k $5.8m | Reduced -119.0k |
| Vestmark Advisory Solutions, Inc. 0.05% of their portfolio | 514.1k $5.7m | Reduced -68.9k |
| RITHOLTZ WEALTH MANAGEMENT 0.08% of their portfolio | 491.2k $5.5m | Added +45.9k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 480.0k $5.4m | Added +130.1k |
| Amundi 0.00% of their portfolio | 461.4k $5.1m | Reduced -42.5k |
| LSV ASSET MANAGEMENT 0.01% of their portfolio | 446.9k $5.0m | Added +304.5k |
| DENALI ADVISORS LLC 0.45% of their portfolio | 400.0k $4.5m | Reduced -4.3k |
| NATIXIS ADVISORS, LLC 0.00% of their portfolio | 386.1k $4.3m | Added +27.1k |
| DV EQUITIES, LLC 0.60% of their portfolio | 370.0k $4.1m | First filing |
| Tower Research Capital LLC (TRC) 0.09% of their portfolio | 336.1k $3.7m | Added +266.0k |
| QRG CAPITAL MANAGEMENT, INC. 0.03% of their portfolio | 317.3k $3.5m | Reduced -42.4k |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 313.9k $3.5m | New |
| DIVERSIFIED TRUST CO 0.06% of their portfolio | 311.0k $3.5m | Added +71 |
| Ethic Inc. 0.04% of their portfolio | 297.6k $3.3m | Added +26.3k |
| BCS Private Wealth Management, Inc. 1.00% of their portfolio | 297.5k $3.3m | Reduced -7.0k |
| Nuveen, LLC 0.00% of their portfolio | 281.9k $3.1m | Added +269.9k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 279.5k $3.1m | Added +8.9k |
| EARNEST PARTNERS LLC 0.01% of their portfolio | 259.7k $2.9m | Reduced -2.6k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.01% of their portfolio | 247.0k $2.8m | Reduced -188.2k |
| MANNING & NAPIER ADVISORS LLC 0.03% of their portfolio | 243.0k $2.7m | Reduced -32.1k |
| Twin Tree Management, LP 0.41% of their portfolio | 237.6k $2.6m | New |
| Drum Hill Capital, LLC 2.61% of their portfolio | 229.1k $2.6m | Reduced -437.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 227.7k $2.5m | Reduced -37.4k |
| Crossmark Global Holdings, Inc. 0.03% of their portfolio | 226.3k $2.5m | Reduced -129 |
| Henry James International Management Inc. 0.75% of their portfolio | 223.0k $2.5m | Reduced -8.6k |
| Optiver Holding B.V. 0.04% of their portfolio | 219.7k $2.4m | Reduced -45.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 215.5k $2.4m | Reduced -12.7k |
| Vident Advisory, LLC 0.02% of their portfolio | 214.4k $2.4m | Added +50.6k |
| Integrated Quantitative Investments LLC 0.39% of their portfolio | 211.0k $2.4m | Reduced -49.8k |
| Vanguard Personalized Indexing Management, LLC 0.02% of their portfolio | 207.0k $2.3m | Added +30.5k |
| Boston Partners 0.00% of their portfolio | 201.2k $2.2m | Added +38.2k |
| SALT Holding Corp. 1.17% of their portfolio | 198.5k $2.2m | Reduced -1.5k |
| Engineers Gate Manager LP 0.03% of their portfolio | 196.9k $2.2m | Added +50.2k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 180.2k $2.0m | Added +43.7k |
| Legacy Wealth Asset Management, LLC 0.43% of their portfolio | 177.5k $2.0m | Added +75.5k |
| Cetera Investment Advisers 0.00% of their portfolio | 171.1k $1.9m | Added +33.9k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 163.7k $1.8m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 161.4k $1.8m | Added +851 |
| ELEVATION POINT WEALTH PARTNERS, LLC 0.03% of their portfolio | 159.7k $1.8m | Reduced -22.2k |
| Mariner, LLC 0.00% of their portfolio | 155.6k $1.7m | Reduced -7.5k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 153.8k $1.7m | Reduced -173.9k |
| EVOLVE PRIVATE WEALTH, LLC 0.10% of their portfolio | 153.1k $1.7m | Added +2.0k |
| Dorsey Wright & Associates 0.28% of their portfolio | 146.8k $1.6m | New |
| Callan Family Office, LLC 0.03% of their portfolio | 145.8k $1.6m | Added +5.2k |
| ASSETMARK, INC 0.00% of their portfolio | 139.6k $1.6m | Added +6.2k |
| SYON CAPITAL LLC 0.07% of their portfolio | 139.0k $1.5m | Added +19.9k |
| Caprock Group, LLC 0.03% of their portfolio | 131.7k $1.5m | Added +2.1k |
| OLD MISSION CAPITAL LLC 0.04% of their portfolio | 129.4k $1.4m | Reduced -35.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 127.5k $1.4m | Added +8.2k |
| AlphaCore Capital LLC 0.03% of their portfolio | 122.3k $1.4m | Added +24.2k |
| Tidal Investments LLC 0.00% of their portfolio | 119.0k $1.3m | Added +54.2k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 115.6k $1.3m | Added +5.0k |
| Vise Technologies, Inc. 0.01% of their portfolio | 115.0k $1.3m | Added +27.7k |
| Creative Planning 0.00% of their portfolio | 108.3k $1.2m | Added +58.1k |
| Vest Financial, LLC 0.01% of their portfolio | 106.1k $1.2m | Added +37.4k |