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, Q4 2021
Institutional positions in Eastern Bankshares, Inc. as of Dec 31, 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
- 198
- +25 vs. Q3 2021
- Shares held
- 93.8M
- +4.34M (+4.9%) vs. Q3 2021
- Total value
- $1.89B
- +$77.2M (+4.2%) vs. Q3 2021
- New holders
- 40
- 69 more added
- Sold out
- 15
- 49 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Eastern Bankshares, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 33 | $0 | 0.00% | +1+3.1% | Added |
| Quadrant Capital Group LLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 50 | $1.00K | 0.00% | +50 | New |
| Covestor Ltd | 37 | $1.00K | 0.00% | +37 | New |
| Signaturefd, LLC | 116 | $2.00K | 0.00% | +46+65.7% | Added |
| First Pacific Advisors, LP | 142 | $3.00K | 0.00% | −335,600−100.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 204 | $4.00K | 0.00% | +1+0.5% | Added |
| Parallel Advisors, LLC | 233 | $5.00K | 0.00% | −651−73.6% | Reduced |
| TCI Wealth Advisors, Inc. | 265 | $5.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 302 | $6.00K | 0.00% | −35−10.4% | Reduced |
| Charter Oak Capital Management, LLC | 538 | $11.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 706 | $14.0K | 0.00% | +706 | New |
| Clean Yield Group | 900 | $18.0K | 0.01% | +900 | New |
| NEXT Financial Group, Inc | 1,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,000 | $21.0K | 0.00% | −6,000−85.7% | Reduced |
| Ahrens Investment Partners LLC | 1,400 | $28.0K | 0.01% | +1,400 | New |
| Retirement Planning Co of New England, Inc. | 1,621 | $32.0K | 0.02% | +1,621 | New |
| Steward Partners Investment Advisory, LLC | 2,000 | $40.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,000 | $40.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 2,165 | $44.0K | 0.00% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 2,500 | $50.4K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 2,736 | $55.0K | 0.03% | +2,736 | New |
| The PNC Financial Services Group, Inc. | 2,785 | $56.0K | 0.00% | +2,785 | New |
| Tower Research Capital LLC (TRC) | 3,130 | $64.0K | 0.00% | −5,850−65.1% | Reduced |
| Coastal Capital Group, Inc. | 3,507 | $71.0K | 0.02% | +1,004+40.1% | Added |
| Guardian Wealth Management, Inc. | 3,797 | $77.0K | 0.07% | +3,797 | New |
| American Research & Management Co. | 4,500 | $91.0K | 0.02% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 4,500 | $91.0K | 0.06% | 00.0% | Unchanged |
| Simplex Trading, LLC | 6,528 | $131.0K | 0.00% | +6,528 | New |
| Hall Laurie J Trustee | 8,500 | $172.0K | 0.06% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,652 | $175.0K | 0.00% | −91,271−91.3% | Reduced |
| Prio Wealth Limited Partnership | 10,000 | $202.0K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 10,000 | $202.0K | 0.01% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 10,500 | $212.0K | 0.02% | +500+5.0% | Added |
| Gsa Capital Partners LLP | 10,539 | $213.0K | 0.03% | +10,539 | New |
| Parametric Portfolio Associates LLC | 10,938 | $221.0K | 0.00% | +659+6.4% | Added |
| Shorepoint Capital Partners LLC | 11,000 | $222.0K | 0.09% | 00.0% | Unchanged |
| Pictet Asset Management SA | 11,826 | $239.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 12,000 | $242.0K | 0.00% | +12,000 | New |
| Brinker Capital Investments, LLC | 12,181 | $246.0K | 0.00% | +12,181 | New |
| Y-Intercept (Hong Kong) Ltd | 12,473 | $252.0K | 0.06% | +12,473 | New |
| Ameritas Investment Partners, Inc. | 13,170 | $266.0K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 13,340 | $269.0K | 0.00% | −29,528−68.9% | Reduced |
| NinePointTwo Capital | 13,747 | $277.0K | 0.09% | +13,747 | New |
| HSBC Holdings PLC | 13,874 | $280.0K | 0.00% | +13,874 | New |
| Baldwin Brothers Inc | 14,000 | $282.0K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 14,664 | $296.0K | 0.01% | +65+0.4% | Added |
| Cetera Investment Advisers | 14,900 | $301.0K | 0.00% | −2,300−13.4% | Reduced |
| First Republic Investment Management, Inc. | 15,000 | $303.0K | 0.00% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 15,000 | $303.0K | 0.02% | 00.0% | Unchanged |
| Roundview Capital LLC | 15,544 | $314.0K | 0.03% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 15,789 | $318.0K | 0.04% | +15,789 | New |
| ArrowMark Colorado Holdings LLC | 16,600 | $335.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 16,726 | $337.0K | 0.00% | +16,726 | New |
| LPL Financial LLC | 17,421 | $351.0K | 0.00% | +3,038+21.1% | Added |
| HRT Financial LP | 17,593 | $354.0K | 0.00% | −151,537−89.6% | Reduced |
| Principal Financial Group Inc | 17,992 | $363.0K | 0.00% | −1,082−5.7% | Reduced |
| Stratos Wealth Advisors, LLC | 18,040 | $364.0K | 0.03% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 18,255 | $368.0K | 0.31% | +18,255 | New |
| Equitable Trust Co | 18,505 | $373.0K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 18,601 | $375.0K | 0.00% | +2,063+12.5% | Added |
| Baystate Wealth Management LLC | 18,770 | $379.0K | 0.03% | +73+0.4% | Added |
| Jane Street Group, LLC | 19,067 | $385.0K | 0.00% | −55,984−74.6% | Reduced |
| Northeast Investment Management | 20,000 | $403.0K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 20,000 | $403.0K | 0.01% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 20,000 | $403.0K | 0.20% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 20,320 | $410.0K | 0.00% | +20,320 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,587 | $415.0K | 0.00% | +7,530+57.7% | Added |
| Two Sigma Advisers, LP | 20,800 | $420.0K | 0.00% | −3,700−15.1% | Reduced |
| Cubist Systematic Strategies, LLC | 22,554 | $455.0K | 0.00% | +22,554 | New |
| Schonfeld Strategic Advisors LLC | 23,747 | $479.0K | 0.00% | +4,447+23.0% | Added |
| Amalgamated Bank | 23,960 | $483.0K | 0.00% | −226−0.9% | Reduced |
| Steel Peak Wealth Management LLC | 25,050 | $505.0K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 25,581 | $516.0K | 0.00% | +4,181+19.5% | Added |
| Paloma Partners Management Co | 26,710 | $539.0K | 0.02% | +26,710 | New |
| Diversified Trust Co | 26,803 | $541.0K | 0.02% | +9,729+57.0% | Added |
| Boston Trust Walden Corp | 27,500 | $555.0K | 0.00% | +2,500+10.0% | Added |
| Advisor Group Holdings, Inc. | 28,919 | $583.0K | 0.00% | +250+0.9% | Added |
| Glenmede Trust Co NA | 30,038 | $605.0K | 0.00% | +30,038 | New |
| American Century Companies Inc | 30,699 | $619.0K | 0.00% | −811,733−96.4% | Reduced |
| Teacher Retirement System of Texas | 32,645 | $658.0K | 0.00% | +6,088+22.9% | Added |
| Qube Research & Technologies Ltd | 33,142 | $668.0K | 0.01% | +33,142 | New |
| Janus Henderson Group PLC | 34,144 | $688.0K | 0.00% | +17,174+101.2% | Added |
| Cabot Wealth Management Inc | 35,500 | $716.0K | 0.09% | 00.0% | Unchanged |
| Single Point Partners, LLC | 36,013 | $726.0K | 0.19% | +36,013 | New |
| Keybank National Association | 37,015 | $747.0K | 0.00% | +150.0% | Added |
| ProShare Advisors LLC | 37,532 | $757.0K | 0.00% | +15,512+70.4% | Added |
| Captrust Financial Advisors | 39,453 | $796.0K | 0.01% | +258+0.7% | Added |
| Integrated Wealth Concepts LLC | 40,000 | $807.0K | 0.02% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 40,514 | $817.0K | 0.54% | +40,514 | New |
| Royal Bank of Canada | 40,671 | $820.0K | 0.00% | −44,327−52.2% | Reduced |
| Verition Fund Management LLC | 41,730 | $842.0K | 0.01% | +10,482+33.5% | Added |
| Aureus Asset Management, LLC | 45,000 | $908.0K | 0.06% | 00.0% | Unchanged |
| Arizona State Retirement System | 45,239 | $912.0K | 0.01% | −545−1.2% | Reduced |
| First Trust Advisors LP | 45,891 | $926.0K | 0.00% | +45,891 | New |
| Metropolitan Life Insurance Co | 46,298 | $933.8K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 47,819 | $965.0K | 0.00% | +47,819 | New |
| Citigroup Inc | 48,476 | $978.0K | 0.00% | +21,052+76.8% | Added |
| Valmark Advisers, Inc. | 51,111 | $1.03M | 0.02% | +5,751+12.7% | Added |
| Moors & Cabot, Inc. | 52,223 | $1.05M | 0.06% | +1,175+2.3% | Added |