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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 2022

Institutional positions in Eastern Bankshares, Inc. as of Sep 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
219
+5 vs. Q2 2022
Shares held
98.4M
+2.20M (+2.3%) vs. Q2 2022
Total value
$1.93B
+$150.0M (+8.4%) vs. Q2 2022
New holders
16
68 more added
Sold out
11
91 more reduced

Compare with Q2 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.

Institutional holdersQ3 2022: 219 institutions
Q1 2021: 150 institutionsQ2 2021: 182 institutionsQ3 2021: 175 institutionsQ4 2021: 198 institutionsQ1 2022: 212 institutionsQ2 2022: 214 institutionsQ3 2022: 219 institutionsQ4 2022: 214 institutionsQ1 2023: 206 institutionsQ2 2023: 181 institutionsQ3 2023: 181 institutionsQ4 2023: 183 institutionsQ1 2024: 194 institutionsQ2 2024: 196 institutionsQ3 2024: 243 institutionsQ4 2024: 247 institutionsQ1 2025: 273 institutionsQ2 2025: 286 institutionsQ3 2025: 268 institutionsQ4 2025: 289 institutionsQ1 2026: 300 institutionsQ2 2026: 328 institutions
Value heldQ3 2022: $1.93B
Q1 2021: $1.79BQ2 2021: $1.84BQ3 2021: $1.82BQ4 2021: $1.89BQ1 2022: $2.10BQ2 2022: $1.78BQ3 2022: $1.93BQ4 2022: $1.68BQ1 2023: $1.25BQ2 2023: $1.27BQ3 2023: $1.34BQ4 2023: $1.58BQ1 2024: $1.59BQ2 2024: $1.67BQ3 2024: $2.33BQ4 2024: $2.53BQ1 2025: $2.35BQ2 2025: $2.24BQ3 2025: $2.76BQ4 2025: $3.25BQ1 2026: $3.30BQ2 2026: $4.29B
Institutions holding EBC and their total value by quarter
QuarterHoldersValue
Q2 2026328$4.29B
Q1 2026300$3.30B
Q4 2025289$3.25B
Q3 2025268$2.76B
Q2 2025286$2.24B
Q1 2025273$2.35B
Q4 2024247$2.53B
Q3 2024243$2.33B
Q2 2024196$1.67B
Q1 2024194$1.59B
Q4 2023183$1.58B
Q3 2023181$1.34B
Q2 2023181$1.27B
Q1 2023206$1.25B
Q4 2022214$1.68B
Q3 2022219$1.93B
Q2 2022214$1.78B
Q1 2022212$2.10B
Q4 2021198$1.89B
Q3 2021175$1.82B
Q2 2021182$1.84B
Q1 2021150$1.79B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Eastern Bankshares, Inc.; share changes are against Q2 2022.

Institutions holding EBC in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Lindbrook Capital, LLC15$00.00%+15New
Disciplined Investments, LLC16$00.00%+4+33.3%Added
Hexagon Capital Partners LLC21$00.00%+21New
SJS Investment Consulting Inc.12$00.00%+12New
Huntington National Bank71$1.00K0.00%−5−6.6%Reduced
Signaturefd, LLC48$1.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC42$1.00K0.00%+19+82.6%Added
Schubert & Co52$1.00K0.00%+25+92.6%Added
CWM, LLC26$1.00K0.00%+26New
Global Retirement Partners, LLC120$2.00K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC106$2.00K0.00%+106New
Raleigh Capital Management Inc.92$2.00K0.00%+92New
Parallel Advisors, LLC194$4.00K0.00%+136+234.5%Added
Bessemer Group Inc183$4.00K0.00%+183New
Sugarloaf Wealth Management, LLC207$5.00K0.00%+1+0.5%Added
Bell Investment Advisors, Inc268$5.00K0.00%+216+415.4%Added
Manchester Capital Management LLC301$6.00K0.00%+155+106.2%Added
TCI Wealth Advisors, Inc.401$8.00K0.00%+136+51.3%Added
Quadrant Capital Group LLC566$11.0K0.00%+566New
Nomura Asset Management Co Ltd790$15.5K0.00%00.0%Unchanged
Clean Yield Group900$18.0K0.01%00.0%Unchanged
Allworth Financial LP917$18.0K0.00%+6+0.7%Added
Dark Forest Capital Management LP932$18.0K0.00%+777+501.3%Added
The PNC Financial Services Group, Inc.1,184$24.0K0.00%+70+6.3%Added
Public Employees Retirement System of Ohio1,605$32.0K0.00%+517+47.5%Added
FourThought Financial, LLC2,000$39.0K0.01%00.0%Unchanged
Quent Capital, LLC2,500$49.0K0.01%00.0%Unchanged
Coastal Capital Group, Inc.3,522$69.0K0.02%+5+0.1%Added
Baldwin Brothers Inc4,000$79.0K0.01%−2,500−38.5%Reduced
American Research & Management Co.4,500$88.0K0.02%00.0%Unchanged
Quantbot Technologies LP5,043$99.0K0.01%+5,043New
Silvant Capital Management LLC5,183$102.0K0.01%+1,107+27.2%Added
Hall Laurie J Trustee8,500$167.0K0.08%00.0%Unchanged
Covestor Ltd8,665$170.0K0.15%+8,643+39,286.4%Added
Citigroup Inc8,958$175.0K0.00%−10,006−52.8%Reduced
Point72 Hong Kong Ltd9,484$186.0K0.01%+6,465+214.1%Added
Metropolitan Life Insurance Co9,800$192.5K0.01%00.0%Unchanged
Northeast Investment Management10,000$196.0K0.01%−10,000−50.0%Reduced
FineMark National Bank & Trust10,000$196.0K0.01%00.0%Unchanged
PRW Wealth Management LLC10,000$196.0K0.09%00.0%Unchanged
Prio Wealth Limited Partnership10,000$196.4K0.01%00.0%Unchanged
Shell Asset Management Co10,139$199.0K0.01%−2,656−20.8%Reduced
Mackenzie Financial Corp10,478$206.0K0.00%−503−4.6%Reduced
Shorepoint Capital Partners LLC10,500$206.0K0.10%00.0%Unchanged
Cetera Investment Advisers11,000$216.0K0.00%−2,000−15.4%Reduced
Pictet Asset Management SA11,826$232.0K0.00%00.0%Unchanged
Umb Bank N A12,000$236.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.12,065$236.0K0.01%00.0%Unchanged
ArrowMark Colorado Holdings LLC13,600$267.0K0.00%−3,000−18.1%Reduced
NinePointTwo Capital13,747$269.0K0.11%00.0%Unchanged
Baystate Wealth Management LLC13,861$272.0K0.03%+69+0.5%Added
Royal Bank of Canada14,226$279.0K0.00%−4,588−24.4%Reduced
Zeke Capital Advisors, LLC15,000$295.0K0.02%00.0%Unchanged
Cantor Fitzgerald, L. P.15,474$304.0K0.01%+15,474New
Roundview Capital LLC15,544$305.0K0.04%00.0%Unchanged
Equitable Trust Co16,205$318.0K0.03%−2,300−12.4%Reduced
Verdence Capital Advisors LLC16,698$328.0K0.05%+361+2.2%Added
ProShare Advisors LLC17,195$338.0K0.00%−875−4.8%Reduced
Principal Financial Group Inc17,399$342.0K0.00%+5,559+47.0%Added
Stratos Wealth Advisors, LLC18,040$354.0K0.04%00.0%Unchanged
Rockland Trust Co18,250$358.0K0.03%+6,350+53.4%Added
Engineers Gate Manager LP18,407$362.0K0.02%−8,544−31.7%Reduced
Brinker Capital Investments, LLC18,455$362.0K0.01%+326+1.8%Added
Eaton Vance Management18,500$363.0K0.00%+4,000+27.6%Added
DekaBank Deutsche Girozentrale18,672$380.0K0.00%00.0%Unchanged
PEAK6 Investments LLC19,471$382.0K0.01%+2,034+11.7%Added
Bickling Financial Services, Inc.20,000$393.0K0.26%00.0%Unchanged
Advisor Group Holdings, Inc.20,038$395.0K0.00%+68+0.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)20,456$402.0K0.00%00.0%Unchanged
Diversified Trust Co21,296$418.0K0.02%−5,043−19.1%Reduced
Amalgamated Bank21,382$420.0K0.00%−35−0.2%Reduced
HighTower Advisors, LLC21,749$428.0K0.00%+49+0.2%Added
PDT Partners, LLC21,907$430.0K0.07%+21,907New
Moody Lynn & Lieberson, LLC22,302$438.0K0.04%00.0%Unchanged
Aureus Asset Management, LLC23,419$460.0K0.04%00.0%Unchanged
SG Americas Securities, LLC23,543$462.0K0.01%−32,238−57.8%Reduced
Verition Fund Management LLC24,107$473.0K0.01%−19,972−45.3%Reduced
Public Employees Retirement Association of Colorado24,165$475.0K0.00%00.0%Unchanged
Envestnet Asset Management Inc24,940$490.0K0.00%+51+0.2%Added
Boston Trust Walden Corp25,000$491.0K0.00%00.0%Unchanged
Steel Peak Wealth Management LLC25,050$492.0K0.04%00.0%Unchanged
LPL Financial LLC26,433$519.0K0.00%+7,504+39.6%Added
Boston Private Wealth LLC28,600$562.0K0.01%00.0%Unchanged
Janus Henderson Group PLC29,128$573.0K0.00%−5,035−14.7%Reduced
AQR Capital Management LLC29,902$587.0K0.00%−30,877−50.8%Reduced
Prudential Financial Inc30,348$611.0K0.00%−84,963−73.7%Reduced
Finer Wealth Management, Inc.31,131$611.0K0.60%+5,125+19.7%Added
Cabot Wealth Management Inc31,500$619.0K0.10%00.0%Unchanged
Csenge Advisory Group31,841$625.0K0.05%−43−0.1%Reduced
Tower Research Capital LLC (TRC)33,684$661.0K0.01%+28,565+558.0%Added
Rafferty Asset Management, LLC34,924$686.0K0.01%−11,904−25.4%Reduced
Alberta Investment Management Corp34,923$686.0K0.01%−6,479−15.6%Reduced
Glenmede Trust Co NA35,844$703.0K0.00%−180−0.5%Reduced
Integrated Wealth Concepts LLC37,039$727.0K0.02%−5,000−11.9%Reduced
Toth Financial Advisory Corp37,500$736.0K0.13%+11,000+41.5%Added
American Century Companies Inc38,537$757.0K0.00%−200−0.5%Reduced
Captrust Financial Advisors38,900$764.0K0.00%+20.0%Added
O'Rourke & Company, Inc39,584$777.0K0.68%−1,100−2.7%Reduced
Squarepoint Ops LLC41,119$808.0K0.01%+24,827+152.4%Added
Jane Street Group, LLC42,628$837.0K0.00%−36,233−45.9%Reduced