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, Q2 2022
Institutional positions in Eastern Bankshares, Inc. as of Jun 30, 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
- 214
- +4 vs. Q1 2022
- Shares held
- 96.2M
- −1.20M (−1.2%) vs. Q1 2022
- Total value
- $1.78B
- −$315.2M (−15.0%) vs. Q1 2022
- New holders
- 25
- 68 more added
- Sold out
- 21
- 78 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Eastern Bankshares, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 22 | $0 | 0.00% | −3−12.0% | Reduced |
| JFS Wealth Advisors, LLC | 23 | $0 | 0.00% | +8+53.3% | Added |
| Rockefeller Capital Management L.P. | 36 | $0 | 0.00% | +3+9.1% | Added |
| Disciplined Investments, LLC | 12 | $0 | 0.00% | +6+100.0% | Added |
| Schubert & Co | 27 | $0 | 0.00% | +26+2,600.0% | Added |
| Steward Financial Group LLC | 31 | $0 | 0.00% | +31 | New |
| Signaturefd, LLC | 48 | $1.00K | 0.00% | −265−84.7% | Reduced |
| Parallel Advisors, LLC | 58 | $1.00K | 0.00% | −211−78.4% | Reduced |
| Huntington National Bank | 76 | $1.00K | 0.00% | +76 | New |
| Bell Investment Advisors, Inc | 52 | $1.00K | 0.00% | +52 | New |
| Global Retirement Partners, LLC | 120 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 155 | $3.00K | 0.00% | −10,353−98.5% | Reduced |
| Manchester Capital Management LLC | 146 | $3.00K | 0.00% | +146 | New |
| Sugarloaf Wealth Management, LLC | 206 | $4.00K | 0.00% | +2+1.0% | Added |
| TCI Wealth Advisors, Inc. | 265 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 261 | $5.00K | 0.00% | +261 | New |
| Ahrens Investment Partners LLC | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 538 | $10.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 790 | $14.6K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 900 | $17.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 911 | $17.0K | 0.00% | +911 | New |
| The PNC Financial Services Group, Inc. | 1,114 | $20.0K | 0.00% | −184−14.2% | Reduced |
| Public Employees Retirement System of Ohio | 1,088 | $20.0K | 0.00% | +563+107.2% | Added |
| FourThought Financial, LLC | 2,000 | $37.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 2,165 | $40.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,500 | $46.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 3,019 | $56.0K | 0.00% | +3,019 | New |
| Group One Trading, L.P. | 3,198 | $59.0K | 0.00% | +3,198 | New |
| Coastal Capital Group, Inc. | 3,517 | $65.0K | 0.02% | +6+0.2% | Added |
| Silvant Capital Management LLC | 4,076 | $75.0K | 0.02% | +4,076 | New |
| American Research & Management Co. | 4,500 | $83.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,119 | $94.0K | 0.00% | +1,749+51.9% | Added |
| Baldwin Brothers Inc | 6,500 | $120.0K | 0.02% | −7,500−53.6% | Reduced |
| Hall Laurie J Trustee | 8,500 | $157.0K | 0.07% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 9,800 | $180.9K | 0.01% | −922−8.6% | Reduced |
| Prio Wealth Limited Partnership | 10,000 | $184.6K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 10,000 | $185.0K | 0.01% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 10,000 | $185.0K | 0.11% | 00.0% | Unchanged |
| Truist Financial Corp | 10,153 | $188.0K | 0.00% | +10,153 | New |
| Shorepoint Capital Partners LLC | 10,500 | $194.0K | 0.08% | −500−4.5% | Reduced |
| Forbes J M & Co LLP | 10,500 | $194.0K | 0.03% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 10,927 | $202.0K | 0.05% | +10,927 | New |
| Mackenzie Financial Corp | 10,981 | $203.0K | 0.00% | +1,204+12.3% | Added |
| Pictet Asset Management SA | 11,826 | $218.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 11,840 | $219.0K | 0.00% | −5,576−32.0% | Reduced |
| Rockland Trust Co | 11,900 | $219.0K | 0.02% | +11,900 | New |
| Ameritas Investment Partners, Inc. | 12,065 | $222.0K | 0.01% | −1,105−8.4% | Reduced |
| Umb Bank N A | 12,000 | $222.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 12,795 | $236.0K | 0.01% | +22+0.2% | Added |
| Cetera Investment Advisers | 13,000 | $240.0K | 0.00% | −1,900−12.8% | Reduced |
| NinePointTwo Capital | 13,747 | $253.0K | 0.09% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 13,792 | $255.0K | 0.02% | −5,064−26.9% | Reduced |
| Eaton Vance Management | 14,500 | $268.0K | 0.00% | −20.0% | Reduced |
| Zeke Capital Advisors, LLC | 15,000 | $277.0K | 0.02% | 00.0% | Unchanged |
| Roundview Capital LLC | 15,544 | $287.0K | 0.03% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 16,292 | $301.0K | 0.00% | +16,292 | New |
| Verdence Capital Advisors LLC | 16,337 | $302.0K | 0.04% | −497−3.0% | Reduced |
| ArrowMark Colorado Holdings LLC | 16,600 | $306.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 17,437 | $322.0K | 0.01% | +17,437 | New |
| Stratos Wealth Advisors, LLC | 18,040 | $333.0K | 0.03% | 00.0% | Unchanged |
| ProShare Advisors LLC | 18,070 | $334.0K | 0.00% | −14,151−43.9% | Reduced |
| Brinker Capital Investments, LLC | 18,129 | $335.0K | 0.01% | +588+3.4% | Added |
| Equitable Trust Co | 18,505 | $342.0K | 0.03% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 18,672 | $346.0K | 0.00% | +18,672 | New |
| Royal Bank of Canada | 18,814 | $347.0K | 0.00% | +2,369+14.4% | Added |
| LPL Financial LLC | 18,929 | $349.0K | 0.00% | +3,196+20.3% | Added |
| Citigroup Inc | 18,964 | $350.0K | 0.00% | +3,614+23.5% | Added |
| Advisor Group Holdings, Inc. | 19,970 | $368.0K | 0.00% | −6,993−25.9% | Reduced |
| Northeast Investment Management | 20,000 | $369.0K | 0.02% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 20,000 | $369.0K | 0.23% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,456 | $378.0K | 0.00% | −2,894−12.4% | Reduced |
| Amalgamated Bank | 21,417 | $395.0K | 0.00% | −981−4.4% | Reduced |
| HighTower Advisors, LLC | 21,700 | $402.0K | 0.00% | +2,172+11.1% | Added |
| Moody Lynn & Lieberson, LLC | 22,302 | $412.0K | 0.04% | −28−0.1% | Reduced |
| Aureus Asset Management, LLC | 23,419 | $432.0K | 0.03% | −10,700−31.4% | Reduced |
| Public Employees Retirement Association of Colorado | 24,165 | $446.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 24,889 | $459.0K | 0.00% | +2,636+11.8% | Added |
| Boston Trust Walden Corp | 25,000 | $461.0K | 0.00% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 25,050 | $462.0K | 0.03% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 26,006 | $480.0K | 0.44% | +138+0.5% | Added |
| Diversified Trust Co | 26,339 | $486.0K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 26,500 | $489.0K | 0.09% | +26,500 | New |
| Teacher Retirement System of Texas | 26,622 | $491.0K | 0.00% | −7,610−22.2% | Reduced |
| Engineers Gate Manager LP | 26,951 | $498.0K | 0.02% | +26,951 | New |
| AlphaCrest Capital Management LLC | 27,207 | $502.0K | 0.02% | +27,207 | New |
| Boston Private Wealth LLC | 28,600 | $528.0K | 0.01% | +4,600+19.2% | Added |
| Cabot Wealth Management Inc | 31,500 | $581.0K | 0.09% | −2,000−6.0% | Reduced |
| Csenge Advisory Group | 31,884 | $589.0K | 0.05% | +1,247+4.1% | Added |
| Single Point Partners, LLC | 33,564 | $620.0K | 0.17% | −2,475−6.9% | Reduced |
| Janus Henderson Group PLC | 34,163 | $630.0K | 0.00% | +18+0.1% | Added |
| Barclays PLC | 35,249 | $651.0K | 0.00% | −142,924−80.2% | Reduced |
| Glenmede Trust Co NA | 36,024 | $664.0K | 0.00% | +111+0.3% | Added |
| American Century Companies Inc | 38,737 | $715.0K | 0.00% | +4,481+13.1% | Added |
| Captrust Financial Advisors | 38,898 | $718.0K | 0.00% | +415+1.1% | Added |
| O'Rourke & Company, Inc | 40,684 | $751.0K | 0.64% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 41,402 | $764.0K | 0.01% | −327−0.8% | Reduced |
| Integrated Wealth Concepts LLC | 42,039 | $776.0K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 44,079 | $814.0K | 0.02% | −10,912−19.8% | Reduced |
| Arizona State Retirement System | 44,984 | $830.0K | 0.01% | −451−1.0% | Reduced |
| SEI Investments Co | 46,675 | $862.0K | 0.00% | +31,005+197.9% | Added |