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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 56,250 | $1.21M | 0.04% | −93,222−62.4% | Reduced |
| Russell Investments Group, Ltd. | 55,802 | $1.20M | 0.00% | +465+0.8% | Added |
| Verition Fund Management LLC | 54,991 | $1.19M | 0.02% | +13,261+31.8% | Added |
| Oppenheimer & Close, LLC | 54,400 | $1.17M | 1.01% | 00.0% | Unchanged |
| Welch & Forbes LLC | 52,500 | $1.13M | 0.02% | +52,500 | New |
| Valmark Advisers, Inc. | 51,658 | $1.11M | 0.02% | +547+1.1% | Added |
| First Trust Advisors LP | 51,512 | $1.11M | 0.00% | +5,621+12.2% | Added |
| Moors & Cabot, Inc. | 51,346 | $1.11M | 0.07% | −877−1.7% | Reduced |
| Arizona State Retirement System | 45,435 | $979.0K | 0.01% | +196+0.4% | Added |
| Integrated Wealth Concepts LLC | 42,039 | $906.0K | 0.03% | +2,039+5.1% | Added |
| Alberta Investment Management Corp | 41,729 | $899.0K | 0.01% | −12,900−23.6% | Reduced |
| O'Rourke & Company, Inc | 40,684 | $876.0K | 0.60% | +170+0.4% | Added |
| Cubist Systematic Strategies, LLC | 39,292 | $846.0K | 0.01% | +16,738+74.2% | Added |
| Captrust Financial Advisors | 38,483 | $829.0K | 0.01% | −970−2.5% | Reduced |
| Keybank National Association | 37,000 | $797.0K | 0.00% | −150.0% | Reduced |
| Thrivent Financial for Lutherans | 36,884 | $794.0K | 0.00% | +16,564+81.5% | Added |
| Single Point Partners, LLC | 36,039 | $776.0K | 0.20% | +26+0.1% | Added |
| Glenmede Trust Co NA | 35,913 | $773.0K | 0.00% | +5,875+19.6% | Added |
| American Century Companies Inc | 34,256 | $738.0K | 0.00% | +3,557+11.6% | Added |
| Teacher Retirement System of Texas | 34,232 | $737.0K | 0.00% | +1,587+4.9% | Added |
| 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 |
| Cabot Wealth Management Inc | 33,500 | $722.0K | 0.10% | −2,000−5.6% | Reduced |
| ProShare Advisors LLC | 32,221 | $694.0K | 0.00% | −5,311−14.2% | Reduced |
| Csenge Advisory Group | 30,637 | $660.0K | 0.05% | +30,637 | New |
| Janney Montgomery Scott LLC | 30,240 | $651.0K | 0.00% | +4,659+18.2% | Added |
| Advisor Group Holdings, Inc. | 26,963 | $581.0K | 0.00% | −1,956−6.8% | Reduced |
| Diversified Trust Co | 26,339 | $567.0K | 0.02% | −464−1.7% | Reduced |
| Finer Wealth Management, Inc. | 25,868 | $557.0K | 0.45% | +7,613+41.7% | Added |
| Steel Peak Wealth Management LLC | 25,050 | $540.0K | 0.03% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 25,000 | $538.0K | 0.00% | −2,500−9.1% | Reduced |
| Public Employees Retirement Association of Colorado | 24,165 | $521.0K | 0.00% | +24,165 | New |
| Boston Private Wealth LLC | 24,000 | $517.0K | 0.01% | +4,000+20.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,350 | $503.0K | 0.00% | +2,763+13.4% | Added |
| 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 |
| Moody Lynn & Lieberson, LLC | 22,330 | $481.0K | 0.04% | +22,330 | New |
| Envestnet Asset Management Inc | 22,253 | $479.0K | 0.00% | +5,527+33.0% | Added |
| ExodusPoint Capital Management, LP | 20,924 | $451.0K | 0.01% | +20,924 | New |
| 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 |
| HighTower Advisors, LLC | 19,528 | $421.0K | 0.00% | +927+5.0% | Added |
| Baystate Wealth Management LLC | 18,856 | $406.0K | 0.04% | +86+0.5% | Added |
| Equitable Trust Co | 18,505 | $399.0K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 18,040 | $389.0K | 0.03% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 17,541 | $378.0K | 0.01% | +5,360+44.0% | Added |
| Principal Financial Group Inc | 17,416 | $375.0K | 0.00% | −576−3.2% | Reduced |
| Verdence Capital Advisors LLC | 16,834 | $363.0K | 0.04% | +1,045+6.6% | Added |
| ArrowMark Colorado Holdings LLC | 16,600 | $358.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 16,445 | $354.0K | 0.00% | −24,226−59.6% | Reduced |
| LPL Financial LLC | 15,733 | $339.0K | 0.00% | −1,688−9.7% | Reduced |
| SEI Investments Co | 15,670 | $338.0K | 0.00% | +2,330+17.5% | Added |
| Roundview Capital LLC | 15,544 | $335.0K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 15,350 | $330.0K | 0.00% | −33,126−68.3% | Reduced |
| 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 |
| Cetera Investment Advisers | 14,900 | $321.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,869 | $320.0K | 0.00% | −4,198−22.0% | Reduced |
| Eaton Vance Management | 14,502 | $312.0K | 0.00% | +14,502 | New |
| Parametric Portfolio Associates LLC | 14,410 | $310.0K | 0.00% | +3,472+31.7% | Added |
| HSBC Holdings PLC | 13,971 | $303.0K | 0.00% | +97+0.7% | Added |
| Baldwin Brothers Inc | 14,000 | $302.0K | 0.03% | 00.0% | Unchanged |
| NinePointTwo Capital | 13,747 | $296.0K | 0.08% | 00.0% | Unchanged |
| Sciencast Management LP | 14,235 | $287.0K | 0.07% | +14,235 | New |
| Ameritas Investment Partners, Inc. | 13,170 | $284.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 12,773 | $275.0K | 0.01% | −1,891−12.9% | Reduced |
| Umb Bank N A | 12,000 | $258.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 11,826 | $255.0K | 0.00% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 11,000 | $237.0K | 0.10% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 10,722 | $231.0K | 0.01% | −35,576−76.8% | Reduced |
| 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 |
| Guggenheim Capital LLC | 10,384 | $223.0K | 0.00% | +10,384 | 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 |
| Mackenzie Financial Corp | 9,777 | $211.0K | 0.00% | +9,777 | New |
| Hall Laurie J Trustee | 8,500 | $183.0K | 0.07% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,288 | $135.0K | 0.00% | −2,364−27.3% | Reduced |
| Guardian Wealth Management, Inc. | 5,536 | $119.0K | 0.12% | +1,739+45.8% | Added |
| American Research & Management Co. | 4,500 | $97.0K | 0.02% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 4,500 | $95.0K | 0.07% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 3,511 | $76.0K | 0.02% | +4+0.1% | Added |
| Tower Research Capital LLC (TRC) | 3,370 | $73.0K | 0.00% | +240+7.7% | Added |
| Quent Capital, LLC | 2,500 | $54.0K | 0.01% | +2,500 | New |
| RPg Family Wealth Advisory, LLC | 2,500 | $53.9K | 0.02% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 2,165 | $47.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| The PNC Financial Services Group, Inc. | 1,298 | $28.0K | 0.00% | −1,487−53.4% | Reduced |
| Sandy Cove Advisors, LLC | 1,000 | $22.0K | 0.02% | +1,000 | New |
| Clean Yield Group | 900 | $19.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 790 | $17.0K | 0.00% | +790 | New |
| Nisa Investment Advisors, LLC | 710 | $15.0K | 0.00% | −290−29.0% | Reduced |
| Charter Oak Capital Management, LLC | 538 | $12.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 525 | $11.0K | 0.00% | +525 | 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 |
| Signaturefd, LLC | 313 | $7.00K | 0.00% | +197+169.8% | Added |
| Brown Brothers Harriman & Co | 330 | $7.00K | 0.00% | +330 | New |