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, Q1 2022
Institutional positions in Eastern Bankshares, Inc. as of Mar 31, 2022. 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
- 212
- +15 vs. Q4 2021
- Shares held
- 97.4M
- +3.58M (+3.8%) vs. Q4 2021
- Total value
- $2.10B
- +$205.3M (+10.8%) vs. Q4 2021
- New holders
- 32
- 73 more added
- Sold out
- 17
- 66 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Eastern Bankshares, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 33 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 13 | $0 | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 15 | $0 | 0.00% | +15 | New |
| Disciplined Investments, LLC | 6 | $0 | 0.00% | +6 | New |
| Cordant, Inc. | 12 | $0 | 0.00% | +12 | New |
| Schubert & Co | 1 | $0 | 0.00% | +1 | New |
| Covestor Ltd | 25 | $1.00K | 0.00% | −12−32.4% | Reduced |
| Lindbrook Capital, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Global Retirement Partners, LLC | 120 | $2.00K | 0.00% | +120 | New |
| Sugarloaf Wealth Management, LLC | 204 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 265 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 269 | $6.00K | 0.00% | +36+15.5% | Added |
| Signaturefd, LLC | 313 | $7.00K | 0.00% | +197+169.8% | Added |
| Brown Brothers Harriman & Co | 330 | $7.00K | 0.00% | +330 | New |
| Ahrens Investment Partners LLC | 400 | $9.00K | 0.00% | −1,000−71.4% | Reduced |
| Prospera Financial Services Inc | 400 | $9.00K | 0.00% | +400 | New |
| Public Employees Retirement System of Ohio | 525 | $11.0K | 0.00% | +525 | New |
| Charter Oak Capital Management, LLC | 538 | $12.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 710 | $15.0K | 0.00% | −290−29.0% | Reduced |
| Nomura Asset Management Co Ltd | 790 | $17.0K | 0.00% | +790 | New |
| Clean Yield Group | 900 | $19.0K | 0.01% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,000 | $22.0K | 0.02% | +1,000 | New |
| The PNC Financial Services Group, Inc. | 1,298 | $28.0K | 0.00% | −1,487−53.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,000 | $43.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,000 | $43.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 2,165 | $47.0K | 0.01% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 2,500 | $53.9K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,500 | $54.0K | 0.01% | +2,500 | New |
| Tower Research Capital LLC (TRC) | 3,370 | $73.0K | 0.00% | +240+7.7% | Added |
| Coastal Capital Group, Inc. | 3,511 | $76.0K | 0.02% | +4+0.1% | Added |
| Freedman Financial Associates, Inc. | 4,500 | $95.0K | 0.07% | 00.0% | Unchanged |
| American Research & Management Co. | 4,500 | $97.0K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 5,536 | $119.0K | 0.12% | +1,739+45.8% | Added |
| SG Americas Securities, LLC | 6,288 | $135.0K | 0.00% | −2,364−27.3% | Reduced |
| Hall Laurie J Trustee | 8,500 | $183.0K | 0.07% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 9,777 | $211.0K | 0.00% | +9,777 | New |
| Prio Wealth Limited Partnership | 10,000 | $215.0K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 10,000 | $215.0K | 0.01% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 10,000 | $215.0K | 0.10% | +10,000 | New |
| Guggenheim Capital LLC | 10,384 | $223.0K | 0.00% | +10,384 | New |
| Forbes J M & Co LLP | 10,500 | $226.0K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 10,508 | $226.0K | 0.05% | +10,508 | New |
| Metropolitan Life Insurance Co | 10,722 | $231.0K | 0.01% | −35,576−76.8% | Reduced |
| Shorepoint Capital Partners LLC | 11,000 | $237.0K | 0.10% | 00.0% | Unchanged |
| Pictet Asset Management SA | 11,826 | $255.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 12,000 | $258.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 12,773 | $275.0K | 0.01% | −1,891−12.9% | Reduced |
| Ameritas Investment Partners, Inc. | 13,170 | $284.0K | 0.01% | 00.0% | Unchanged |
| Sciencast Management LP | 14,235 | $287.0K | 0.07% | +14,235 | New |
| NinePointTwo Capital | 13,747 | $296.0K | 0.08% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 14,000 | $302.0K | 0.03% | 00.0% | Unchanged |
| HSBC Holdings PLC | 13,971 | $303.0K | 0.00% | +97+0.7% | Added |
| Parametric Portfolio Associates LLC | 14,410 | $310.0K | 0.00% | +3,472+31.7% | Added |
| Eaton Vance Management | 14,502 | $312.0K | 0.00% | +14,502 | New |
| Jane Street Group, LLC | 14,869 | $320.0K | 0.00% | −4,198−22.0% | Reduced |
| Cetera Investment Advisers | 14,900 | $321.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 15,000 | $323.0K | 0.00% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 15,000 | $323.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 15,350 | $330.0K | 0.00% | −33,126−68.3% | Reduced |
| Roundview Capital LLC | 15,544 | $335.0K | 0.03% | 00.0% | Unchanged |
| SEI Investments Co | 15,670 | $338.0K | 0.00% | +2,330+17.5% | Added |
| LPL Financial LLC | 15,733 | $339.0K | 0.00% | −1,688−9.7% | Reduced |
| Royal Bank of Canada | 16,445 | $354.0K | 0.00% | −24,226−59.6% | Reduced |
| ArrowMark Colorado Holdings LLC | 16,600 | $358.0K | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 16,834 | $363.0K | 0.04% | +1,045+6.6% | Added |
| Principal Financial Group Inc | 17,416 | $375.0K | 0.00% | −576−3.2% | Reduced |
| Brinker Capital Investments, LLC | 17,541 | $378.0K | 0.01% | +5,360+44.0% | Added |
| Stratos Wealth Advisors, LLC | 18,040 | $389.0K | 0.03% | 00.0% | Unchanged |
| Equitable Trust Co | 18,505 | $399.0K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 18,856 | $406.0K | 0.04% | +86+0.5% | Added |
| HighTower Advisors, LLC | 19,528 | $421.0K | 0.00% | +927+5.0% | Added |
| Northeast Investment Management | 20,000 | $431.0K | 0.02% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 20,000 | $431.0K | 0.22% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 20,924 | $451.0K | 0.01% | +20,924 | New |
| Envestnet Asset Management Inc | 22,253 | $479.0K | 0.00% | +5,527+33.0% | Added |
| Moody Lynn & Lieberson, LLC | 22,330 | $481.0K | 0.04% | +22,330 | New |
| Amalgamated Bank | 22,398 | $482.0K | 0.00% | −1,562−6.5% | Reduced |
| Amalgamated Financial Corp. | 22,398 | $482.0K | 0.00% | +22,398 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,350 | $503.0K | 0.00% | +2,763+13.4% | Added |
| Boston Private Wealth LLC | 24,000 | $517.0K | 0.01% | +4,000+20.0% | Added |
| Public Employees Retirement Association of Colorado | 24,165 | $521.0K | 0.00% | +24,165 | New |
| Boston Trust Walden Corp | 25,000 | $538.0K | 0.00% | −2,500−9.1% | Reduced |
| Steel Peak Wealth Management LLC | 25,050 | $540.0K | 0.03% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 25,868 | $557.0K | 0.45% | +7,613+41.7% | Added |
| Diversified Trust Co | 26,339 | $567.0K | 0.02% | −464−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 26,963 | $581.0K | 0.00% | −1,956−6.8% | Reduced |
| Janney Montgomery Scott LLC | 30,240 | $651.0K | 0.00% | +4,659+18.2% | Added |
| Csenge Advisory Group | 30,637 | $660.0K | 0.05% | +30,637 | New |
| ProShare Advisors LLC | 32,221 | $694.0K | 0.00% | −5,311−14.2% | Reduced |
| Cabot Wealth Management Inc | 33,500 | $722.0K | 0.10% | −2,000−5.6% | Reduced |
| Aureus Asset Management, LLC | 34,119 | $735.0K | 0.05% | −10,881−24.2% | Reduced |
| Janus Henderson Group PLC | 34,145 | $735.0K | 0.00% | +10.0% | Added |
| Teacher Retirement System of Texas | 34,232 | $737.0K | 0.00% | +1,587+4.9% | Added |
| American Century Companies Inc | 34,256 | $738.0K | 0.00% | +3,557+11.6% | Added |
| Glenmede Trust Co NA | 35,913 | $773.0K | 0.00% | +5,875+19.6% | Added |
| Single Point Partners, LLC | 36,039 | $776.0K | 0.20% | +26+0.1% | Added |
| Thrivent Financial for Lutherans | 36,884 | $794.0K | 0.00% | +16,564+81.5% | Added |
| Keybank National Association | 37,000 | $797.0K | 0.00% | −150.0% | Reduced |
| Captrust Financial Advisors | 38,483 | $829.0K | 0.01% | −970−2.5% | Reduced |
| Cubist Systematic Strategies, LLC | 39,292 | $846.0K | 0.01% | +16,738+74.2% | Added |