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 2022
Institutional positions in Eastern Bankshares, Inc. as of Dec 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
- 214
- 0 vs. Q3 2022
- Shares held
- 97.7M
- −394.8K (−0.4%) vs. Q3 2022
- Total value
- $1.68B
- −$243.5M (−12.6%) vs. Q3 2022
- New holders
- 23
- 72 more added
- Sold out
- 23
- 79 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Eastern Bankshares, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 30 | $0 | 0.00% | +30 | New |
| Silicon Valley Capital Partners | 3 | $55 | 0.00% | +3 | New |
| Farther Finance Advisors, LLC | 11 | $190 | 0.00% | +11 | New |
| Lindbrook Capital, LLC | 12 | $207 | 0.00% | −3−20.0% | Reduced |
| Disciplined Investments, LLC | 13 | $224 | 0.00% | −3−18.8% | Reduced |
| SJS Investment Consulting Inc. | 19 | $328 | 0.00% | +7+58.3% | Added |
| JFS Wealth Advisors, LLC | 38 | $656 | 0.00% | −4−9.5% | Reduced |
| Schubert & Co | 40 | $690 | 0.00% | −12−23.1% | Reduced |
| Hexagon Capital Partners LLC | 40 | $690 | 0.00% | +19+90.5% | Added |
| Advisory Services Network, LLC | 41 | $707 | 0.00% | +41 | New |
| Parallel Advisors, LLC | 58 | $1.00K | 0.00% | −136−70.1% | Reduced |
| Huntington National Bank | 61 | $1.05K | 0.00% | −10−14.1% | Reduced |
| Accurate Wealth Management, LLC | 71 | $1.25K | 0.00% | +71 | New |
| Bell Investment Advisors, Inc | 83 | $1.43K | 0.00% | −185−69.0% | Reduced |
| Nisa Investment Advisors, LLC | 110 | $2.00K | 0.00% | +4+3.8% | Added |
| Global Retirement Partners, LLC | 120 | $2.07K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 146 | $2.52K | 0.00% | −155−51.5% | Reduced |
| Signaturefd, LLC | 155 | $2.67K | 0.00% | +107+222.9% | Added |
| Truvestments Capital LLC | 170 | $2.93K | 0.00% | +170 | New |
| Rockefeller Capital Management L.P. | 201 | $3.00K | 0.00% | +201 | New |
| Raleigh Capital Management Inc. | 199 | $3.43K | 0.00% | +107+116.3% | Added |
| Belpointe Asset Management LLC | 200 | $3.45K | 0.00% | +200 | New |
| Sugarloaf Wealth Management, LLC | 207 | $3.58K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 270 | $4.66K | 0.00% | −131−32.7% | Reduced |
| Quadrant Capital Group LLC | 424 | $7.31K | 0.00% | −142−25.1% | Reduced |
| Public Employees Retirement System of Ohio | 663 | $11.0K | 0.00% | −942−58.7% | Reduced |
| Dark Forest Capital Management LP | 772 | $13.3K | 0.00% | −160−17.2% | Reduced |
| Nomura Asset Management Co Ltd | 790 | $13.6K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 900 | $15.5K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,235 | $21.3K | 0.00% | +51+4.3% | Added |
| Quent Capital, LLC | 2,500 | $43.1K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,870 | $49.5K | 0.01% | +2,870 | New |
| Grey Fox Wealth Advisors, LLC | 2,900 | $50.0K | 0.03% | +2,900 | New |
| Coastal Capital Group, Inc. | 3,522 | $69.2K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 5,270 | $90.9K | 0.03% | +5,270 | New |
| PEAK6 Investments LLC | 5,374 | $92.7K | 0.01% | −14,097−72.4% | Reduced |
| Citigroup Inc | 6,309 | $108.8K | 0.00% | −2,649−29.6% | Reduced |
| Tower Research Capital LLC (TRC) | 6,475 | $112.0K | 0.00% | −27,209−80.8% | Reduced |
| Covestor Ltd | 8,273 | $143.0K | 0.12% | −392−4.5% | Reduced |
| Shell Asset Management Co | 8,427 | $145.0K | 0.01% | −1,712−16.9% | Reduced |
| Baldwin Brothers Inc | 8,500 | $146.6K | 0.01% | +4,500+112.5% | Added |
| Hall Laurie J Trustee | 8,500 | $147.0K | 0.07% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,440 | $163.0K | 0.00% | −14,103−59.9% | Reduced |
| Metropolitan Life Insurance Co | 9,800 | $169.1K | 0.01% | 00.0% | Unchanged |
| Northeast Investment Management | 10,000 | $172.0K | 0.01% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 10,000 | $172.5K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 10,000 | $172.5K | 0.01% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 10,000 | $172.5K | 0.07% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 10,000 | $172.5K | 0.15% | +10,000 | New |
| Cetera Investment Advisers | 10,720 | $184.9K | 0.00% | −280−2.5% | Reduced |
| Ergoteles LLC | 11,700 | $201.8K | 0.01% | −51,943−81.6% | Reduced |
| Principal Financial Group Inc | 11,958 | $206.3K | 0.00% | −5,441−31.3% | Reduced |
| Umb Bank N A | 12,000 | $207.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 12,347 | $213.0K | 0.00% | −18,001−59.3% | Reduced |
| Ameritas Investment Partners, Inc. | 12,065 | $214.0K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 12,700 | $219.1K | 0.00% | +12,700 | New |
| Verdence Capital Advisors LLC | 12,969 | $223.7K | 0.03% | −3,729−22.3% | Reduced |
| Petrus Trust Company, LTA | 13,226 | $228.1K | 0.03% | +13,226 | New |
| Roundview Capital LLC | 13,397 | $231.1K | 0.03% | −2,147−13.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 13,500 | $232.9K | 0.21% | +13,500 | New |
| ArrowMark Colorado Holdings LLC | 13,600 | $234.6K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 13,700 | $236.3K | 0.00% | +13,700 | New |
| Baystate Wealth Management LLC | 13,936 | $240.0K | 0.02% | +75+0.5% | Added |
| Zeke Capital Advisors, LLC | 15,000 | $258.8K | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 15,817 | $272.8K | 0.01% | −2,638−14.3% | Reduced |
| Equitable Trust Co | 16,205 | $279.5K | 0.02% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 16,520 | $284.0K | 0.10% | +16,520 | New |
| Advisor Group Holdings, Inc. | 17,014 | $293.0K | 0.00% | −3,024−15.1% | Reduced |
| Gsa Capital Partners LLP | 17,020 | $294.0K | 0.04% | +17,020 | New |
| SEI Investments Co | 17,810 | $307.2K | 0.00% | −28,167−61.3% | Reduced |
| Stratos Wealth Advisors, LLC | 18,040 | $311.2K | 0.03% | 00.0% | Unchanged |
| Rockland Trust Co | 18,250 | $315.0K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 18,672 | $323.0K | 0.00% | 00.0% | Unchanged |
| Caas Capital Management LP | 18,915 | $326.3K | 0.06% | +18,915 | New |
| Pictet Asset Management SA | 19,788 | $341.0K | 0.00% | +7,962+67.3% | Added |
| Atom Investors LP | 19,877 | $342.9K | 0.17% | +19,877 | New |
| Bickling Financial Services, Inc. | 20,000 | $345.0K | 0.22% | 00.0% | Unchanged |
| ProShare Advisors LLC | 20,071 | $346.2K | 0.00% | +2,876+16.7% | Added |
| Los Angeles Capital Management LLC | 20,460 | $352.9K | 0.00% | −33,154−61.8% | Reduced |
| Qube Research & Technologies Ltd | 20,870 | $360.0K | 0.00% | −76,508−78.6% | Reduced |
| Diversified Trust Co | 21,296 | $367.0K | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 21,382 | $369.0K | 0.00% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 21,815 | $376.0K | 0.06% | −9,685−30.7% | Reduced |
| PDT Partners, LLC | 21,907 | $377.9K | 0.06% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 22,071 | $380.7K | 0.03% | −1,348−5.8% | Reduced |
| HighTower Advisors, LLC | 22,518 | $387.0K | 0.00% | +769+3.5% | Added |
| Public Employees Retirement Association of Colorado | 24,165 | $417.0K | 0.00% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 25,000 | $431.3K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 25,601 | $441.6K | 0.03% | +7,194+39.1% | Added |
| Envestnet Asset Management Inc | 26,353 | $454.6K | 0.00% | +1,413+5.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,362 | $454.7K | 0.00% | +5,906+28.9% | Added |
| Alberta Investment Management Corp | 27,212 | $469.4K | 0.00% | −7,711−22.1% | Reduced |
| Boston Private Wealth LLC | 28,600 | $493.4K | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 29,127 | $502.2K | 0.00% | −10.0% | Reduced |
| Finer Wealth Management, Inc. | 30,973 | $534.3K | 0.50% | −158−0.5% | Reduced |
| LPL Financial LLC | 31,589 | $544.9K | 0.00% | +5,156+19.5% | Added |
| Csenge Advisory Group | 32,622 | $562.7K | 0.04% | +781+2.5% | Added |
| Schonfeld Strategic Advisors LLC | 32,920 | $567.9K | 0.00% | −32,906−50.0% | Reduced |
| First Trust Advisors LP | 33,818 | $583.4K | 0.00% | −60,545−64.2% | Reduced |
| AQR Capital Management LLC | 34,080 | $587.9K | 0.00% | +4,178+14.0% | Added |