Eastern Bankshares, Inc.
EBC- Exchange
- Nasdaq
- Industry
- Savings Institution, Federally Chartered
- SEC CIK
- 0001810546
In the last 90 days, Eastern Bankshares, Inc. insiders filed 0 open-market purchases and 10 sales; 328 institutions reported holding it in 13F filings for Q2 2026, worth $4.29B in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Eastern Bankshares, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 175
- −6 vs. Q2 2021
- Shares held
- 89.7M
- +261.1K (+0.3%) vs. Q2 2021
- Total value
- $1.82B
- −$19.6M (−1.1%) vs. Q2 2021
- New holders
- 21
- 59 more added
- Sold out
- 27
- 53 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EBC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 328 | $4.29B |
| Q1 2026 | 300 | $3.30B |
| Q4 2025 | 289 | $3.25B |
| Q3 2025 | 268 | $2.76B |
| Q2 2025 | 286 | $2.24B |
| Q1 2025 | 273 | $2.35B |
| Q4 2024 | 247 | $2.53B |
| Q3 2024 | 243 | $2.33B |
| Q2 2024 | 196 | $1.67B |
| Q1 2024 | 194 | $1.59B |
| Q4 2023 | 183 | $1.58B |
| Q3 2023 | 181 | $1.34B |
| Q2 2023 | 181 | $1.27B |
| Q1 2023 | 206 | $1.25B |
| Q4 2022 | 214 | $1.68B |
| Q3 2022 | 219 | $1.93B |
| Q2 2022 | 214 | $1.78B |
| Q1 2022 | 212 | $2.10B |
| Q4 2021 | 198 | $1.89B |
| Q3 2021 | 175 | $1.82B |
| Q2 2021 | 182 | $1.84B |
| Q1 2021 | 150 | $1.79B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Eastern Bankshares, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 32 | $0 | 0.00% | +32 | New |
| Quadrant Capital Group LLC | 60 | $1.00K | 0.00% | +35+140.0% | Added |
| Signaturefd, LLC | 70 | $1.00K | 0.00% | +70 | New |
| Global Retirement Partners, LLC | 120 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 203 | $4.00K | 0.00% | +1+0.5% | Added |
| TCI Wealth Advisors, Inc. | 265 | $5.00K | 0.00% | +265 | New |
| Truvestments Capital LLC | 337 | $7.00K | 0.00% | +337 | New |
| Charter Oak Capital Management, LLC | 538 | $11.0K | 0.00% | −112−17.2% | Reduced |
| Parallel Advisors, LLC | 884 | $18.0K | 0.00% | −592−40.1% | Reduced |
| NEXT Financial Group, Inc | 1,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,000 | $40.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,000 | $41.0K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 2,165 | $44.0K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 2,321 | $47.0K | 0.00% | −609−20.8% | Reduced |
| RPg Family Wealth Advisory, LLC | 2,500 | $50.8K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2,503 | $51.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 4,500 | $91.0K | 0.02% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 4,500 | $91.0K | 0.07% | +4,500 | New |
| First Mercantile Trust Co | 4,799 | $97.0K | 0.01% | −73−1.5% | Reduced |
| Nisa Investment Advisors, LLC | 7,000 | $142.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 7,975 | $161.0K | 0.01% | −33,912−81.0% | Reduced |
| Hall Laurie J Trustee | 8,500 | $173.0K | 0.07% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,980 | $182.0K | 0.00% | +2,999+50.1% | Added |
| Prio Wealth Limited Partnership | 10,000 | $203.0K | 0.01% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 10,000 | $203.0K | 0.03% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 10,000 | $203.0K | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 10,084 | $205.0K | 0.00% | +10,084 | New |
| Parametric Portfolio Associates LLC | 10,279 | $209.0K | 0.00% | −5,263−33.9% | Reduced |
| Shorepoint Capital Partners LLC | 11,000 | $223.0K | 0.10% | +11,000 | New |
| Mackenzie Financial Corp | 11,168 | $227.0K | 0.00% | +11,168 | New |
| Engineers Gate Manager LP | 11,366 | $231.0K | 0.01% | −53,995−82.6% | Reduced |
| Pictet Asset Management SA | 11,826 | $240.0K | 0.00% | +11,826 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,057 | $265.0K | 0.00% | +2,672+25.7% | Added |
| Ameritas Investment Partners, Inc. | 13,170 | $267.0K | 0.01% | −729−5.2% | Reduced |
| Baldwin Brothers Inc | 14,000 | $284.0K | 0.03% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 14,400 | $292.0K | 0.00% | −8,694−37.6% | Reduced |
| LPL Financial LLC | 14,383 | $292.0K | 0.00% | −302−2.1% | Reduced |
| Shell Asset Management Co | 14,599 | $296.0K | 0.01% | −630−4.1% | Reduced |
| First Republic Investment Management, Inc. | 15,000 | $305.0K | 0.00% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 15,000 | $305.0K | 0.02% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 15,061 | $306.0K | 0.00% | −7,388−32.9% | Reduced |
| Roundview Capital LLC | 15,544 | $316.0K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 16,538 | $336.0K | 0.00% | +589+3.7% | Added |
| ArrowMark Colorado Holdings LLC | 16,600 | $337.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 16,931 | $344.0K | 0.00% | +939+5.9% | Added |
| Janus Henderson Group PLC | 16,970 | $345.0K | 0.00% | +16,970 | New |
| Diversified Trust Co | 17,074 | $347.0K | 0.01% | +5,930+53.2% | Added |
| Cetera Investment Advisers | 17,200 | $349.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 18,040 | $366.0K | 0.03% | 00.0% | Unchanged |
| Equitable Trust Co | 18,505 | $376.0K | 0.02% | +7,130+62.7% | Added |
| Twinbeech Capital LP | 18,679 | $379.0K | 0.03% | +18,679 | New |
| Baystate Wealth Management LLC | 18,697 | $380.0K | 0.04% | +14,501+345.6% | Added |
| Principal Financial Group Inc | 19,074 | $387.0K | 0.00% | −2,390−11.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 19,300 | $392.0K | 0.00% | −9,540−33.1% | Reduced |
| Northeast Investment Management | 20,000 | $406.0K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 20,000 | $406.0K | 0.01% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 20,000 | $406.0K | 0.21% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 21,400 | $434.0K | 0.00% | −3,409−13.7% | Reduced |
| ProShare Advisors LLC | 22,020 | $447.0K | 0.00% | −22,552−50.6% | Reduced |
| Dimensional Fund Advisors LP | 23,965 | $486.0K | 0.00% | +23,965 | New |
| Amalgamated Bank | 24,186 | $491.0K | 0.00% | −1,706−6.6% | Reduced |
| Two Sigma Advisers, LP | 24,500 | $497.0K | 0.00% | +24,500 | New |
| Boston Trust Walden Corp | 25,000 | $507.0K | 0.00% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 25,050 | $509.0K | 0.03% | −49,950−66.6% | Reduced |
| Teacher Retirement System of Texas | 26,557 | $539.0K | 0.00% | +4,773+21.9% | Added |
| Citigroup Inc | 27,424 | $557.0K | 0.00% | −82,955−75.2% | Reduced |
| Advisor Group Holdings, Inc. | 28,669 | $583.0K | 0.00% | +5,883+25.8% | Added |
| Verition Fund Management LLC | 31,248 | $634.0K | 0.01% | +3,611+13.1% | Added |
| Cabot Wealth Management Inc | 35,500 | $721.0K | 0.10% | 00.0% | Unchanged |
| Keybank National Association | 37,000 | $751.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 39,195 | $796.0K | 0.01% | +13,445+52.2% | Added |
| Integrated Wealth Concepts LLC | 40,000 | $812.0K | 0.03% | +40,000 | New |
| Cannell Peter B & Co Inc | 42,000 | $853.0K | 0.03% | 00.0% | Unchanged |
| SEI Investments Co | 42,868 | $870.0K | 0.00% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 45,000 | $914.0K | 0.06% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 45,360 | $921.0K | 0.02% | +1,141+2.6% | Added |
| Arizona State Retirement System | 45,784 | $929.0K | 0.01% | +95+0.2% | Added |
| Ameriprise Financial Inc | 46,057 | $935.0K | 0.00% | +46,057 | New |
| Metropolitan Life Insurance Co | 46,298 | $939.8K | 0.01% | −2,792−5.7% | Reduced |
| Freestone Capital Holdings, LLC | 50,000 | $1.01M | 0.05% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 51,048 | $1.04M | 0.07% | +6,610+14.9% | Added |
| Russell Investments Group, Ltd. | 53,166 | $1.08M | 0.00% | +53,166 | New |
| Commonwealth Equity Services, LLC | 56,243 | $1.14M | 0.00% | +6,708+13.5% | Added |
| Oppenheimer & Close, LLC | 59,190 | $1.20M | 1.15% | 00.0% | Unchanged |
| MetLife Investment Management | 60,633 | $1.23M | 0.01% | −7,305−10.8% | Reduced |
| Howland Capital Management LLC | 62,000 | $1.26M | 0.07% | 00.0% | Unchanged |
| Ergoteles LLC | 64,073 | $1.30M | 0.05% | −110,827−63.4% | Reduced |
| Atom Investors LP | 66,533 | $1.35M | 0.26% | +66,533 | New |
| Creative Planning | 67,445 | $1.37M | 0.00% | +46,744+225.8% | Added |
| Wells Fargo & Company | 73,811 | $1.50M | 0.00% | +38,222+107.4% | Added |
| Jane Street Group, LLC | 75,051 | $1.52M | 0.00% | +46,115+159.4% | Added |
| STRS Ohio | 75,900 | $1.54M | 0.01% | +36,800+94.1% | Added |
| AQR Capital Management LLC | 76,766 | $1.56M | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 78,596 | $1.59M | 0.19% | +12,483+18.9% | Added |
| Susquehanna International Group, LLP | 78,775 | $1.60M | 0.00% | −89,150−53.1% | Reduced |
| UBS Group AG | 80,259 | $1.63M | 0.00% | −158,966−66.5% | Reduced |
| Los Angeles Capital Management LLC | 81,539 | $1.66M | 0.01% | −1,271−1.5% | Reduced |
| Rafferty Asset Management, LLC | 82,903 | $1.68M | 0.01% | −58,055−41.2% | Reduced |
| Manufacturers Life Insurance Company, The | 83,251 | $1.69M | 0.00% | −8,129−8.9% | Reduced |
| Lynch & Associates | 84,000 | $1.71M | 0.44% | 00.0% | Unchanged |