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 |
|---|---|---|---|---|---|
| Valmark Advisers, Inc. | 49,704 | $857.4K | 0.02% | −681−1.4% | Reduced |
| Teacher Retirement System of Texas | 49,658 | $857.0K | 0.01% | −17,411−26.0% | Reduced |
| Squarepoint Ops LLC | 48,502 | $836.7K | 0.01% | +7,383+18.0% | Added |
| Single Point Partners, LLC | 172,438 | $799.0K | 0.19% | +129,380+300.5% | Added |
| Emerald Mutual Fund Advisers Trust | 45,990 | $793.3K | 0.05% | −52,850−53.5% | Reduced |
| Arizona State Retirement System | 45,293 | $781.3K | 0.01% | +616+1.4% | Added |
| STRS Ohio | 44,900 | $774.0K | 0.00% | −17,200−27.7% | Reduced |
| Jane Street Group, LLC | 43,338 | $747.6K | 0.00% | +710+1.7% | Added |
| O'Rourke & Company, Inc | 40,089 | $692.0K | 0.55% | +505+1.3% | Added |
| Rafferty Asset Management, LLC | 39,875 | $687.8K | 0.01% | +4,951+14.2% | Added |
| Glenmede Trust Co NA | 38,760 | $668.6K | 0.00% | +2,916+8.1% | Added |
| American Century Companies Inc | 38,464 | $663.5K | 0.00% | −73−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 37,039 | $639.0K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 36,725 | $634.0K | 0.00% | +22,499+158.2% | Added |
| AQR Capital Management LLC | 34,080 | $587.9K | 0.00% | +4,178+14.0% | Added |
| First Trust Advisors LP | 33,818 | $583.4K | 0.00% | −60,545−64.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 32,920 | $567.9K | 0.00% | −32,906−50.0% | Reduced |
| Csenge Advisory Group | 32,622 | $562.7K | 0.04% | +781+2.5% | Added |
| LPL Financial LLC | 31,589 | $544.9K | 0.00% | +5,156+19.5% | Added |
| Finer Wealth Management, Inc. | 30,973 | $534.3K | 0.50% | −158−0.5% | Reduced |
| Janus Henderson Group PLC | 29,127 | $502.2K | 0.00% | −10.0% | Reduced |
| Boston Private Wealth LLC | 28,600 | $493.4K | 0.01% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 27,212 | $469.4K | 0.00% | −7,711−22.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,362 | $454.7K | 0.00% | +5,906+28.9% | Added |
| Envestnet Asset Management Inc | 26,353 | $454.6K | 0.00% | +1,413+5.7% | Added |
| Engineers Gate Manager LP | 25,601 | $441.6K | 0.03% | +7,194+39.1% | Added |
| Boston Trust Walden Corp | 25,000 | $431.3K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 24,165 | $417.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 22,518 | $387.0K | 0.00% | +769+3.5% | Added |
| Aureus Asset Management, LLC | 22,071 | $380.7K | 0.03% | −1,348−5.8% | Reduced |
| PDT Partners, LLC | 21,907 | $377.9K | 0.06% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 21,815 | $376.0K | 0.06% | −9,685−30.7% | Reduced |
| Amalgamated Bank | 21,382 | $369.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 21,296 | $367.0K | 0.02% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 20,870 | $360.0K | 0.00% | −76,508−78.6% | Reduced |
| Los Angeles Capital Management LLC | 20,460 | $352.9K | 0.00% | −33,154−61.8% | Reduced |
| ProShare Advisors LLC | 20,071 | $346.2K | 0.00% | +2,876+16.7% | Added |
| Bickling Financial Services, Inc. | 20,000 | $345.0K | 0.22% | 00.0% | Unchanged |
| Atom Investors LP | 19,877 | $342.9K | 0.17% | +19,877 | New |
| Pictet Asset Management SA | 19,788 | $341.0K | 0.00% | +7,962+67.3% | Added |
| Caas Capital Management LP | 18,915 | $326.3K | 0.06% | +18,915 | New |
| DekaBank Deutsche Girozentrale | 18,672 | $323.0K | 0.00% | 00.0% | Unchanged |
| Rockland Trust Co | 18,250 | $315.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 18,040 | $311.2K | 0.03% | 00.0% | Unchanged |
| SEI Investments Co | 17,810 | $307.2K | 0.00% | −28,167−61.3% | Reduced |
| Gsa Capital Partners LLP | 17,020 | $294.0K | 0.04% | +17,020 | New |
| Advisor Group Holdings, Inc. | 17,014 | $293.0K | 0.00% | −3,024−15.1% | Reduced |
| Harbour Capital Advisors, LLC | 16,520 | $284.0K | 0.10% | +16,520 | New |
| Equitable Trust Co | 16,205 | $279.5K | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 15,817 | $272.8K | 0.01% | −2,638−14.3% | Reduced |
| Zeke Capital Advisors, LLC | 15,000 | $258.8K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 13,936 | $240.0K | 0.02% | +75+0.5% | Added |
| State Board of Administration of Florida Retirement System | 13,700 | $236.3K | 0.00% | +13,700 | New |
| ArrowMark Colorado Holdings LLC | 13,600 | $234.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 13,500 | $232.9K | 0.21% | +13,500 | New |
| Roundview Capital LLC | 13,397 | $231.1K | 0.03% | −2,147−13.8% | Reduced |
| Petrus Trust Company, LTA | 13,226 | $228.1K | 0.03% | +13,226 | New |
| Verdence Capital Advisors LLC | 12,969 | $223.7K | 0.03% | −3,729−22.3% | Reduced |
| Neuberger Berman Group LLC | 12,700 | $219.1K | 0.00% | +12,700 | New |
| Ameritas Investment Partners, Inc. | 12,065 | $214.0K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 12,347 | $213.0K | 0.00% | −18,001−59.3% | Reduced |
| Umb Bank N A | 12,000 | $207.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 11,958 | $206.3K | 0.00% | −5,441−31.3% | Reduced |
| Ergoteles LLC | 11,700 | $201.8K | 0.01% | −51,943−81.6% | Reduced |
| Cetera Investment Advisers | 10,720 | $184.9K | 0.00% | −280−2.5% | Reduced |
| 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 |
| Northeast Investment Management | 10,000 | $172.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 9,800 | $169.1K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,440 | $163.0K | 0.00% | −14,103−59.9% | Reduced |
| Hall Laurie J Trustee | 8,500 | $147.0K | 0.07% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 8,500 | $146.6K | 0.01% | +4,500+112.5% | Added |
| Shell Asset Management Co | 8,427 | $145.0K | 0.01% | −1,712−16.9% | Reduced |
| Covestor Ltd | 8,273 | $143.0K | 0.12% | −392−4.5% | Reduced |
| Tower Research Capital LLC (TRC) | 6,475 | $112.0K | 0.00% | −27,209−80.8% | Reduced |
| Citigroup Inc | 6,309 | $108.8K | 0.00% | −2,649−29.6% | Reduced |
| PEAK6 Investments LLC | 5,374 | $92.7K | 0.01% | −14,097−72.4% | Reduced |
| State of Wyoming | 5,270 | $90.9K | 0.03% | +5,270 | New |
| Coastal Capital Group, Inc. | 3,522 | $69.2K | 0.02% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 2,900 | $50.0K | 0.03% | +2,900 | New |
| Armstrong Advisory Group, Inc | 2,870 | $49.5K | 0.01% | +2,870 | New |
| Quent Capital, LLC | 2,500 | $43.1K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,235 | $21.3K | 0.00% | +51+4.3% | Added |
| Clean Yield Group | 900 | $15.5K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 790 | $13.6K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 772 | $13.3K | 0.00% | −160−17.2% | Reduced |
| Public Employees Retirement System of Ohio | 663 | $11.0K | 0.00% | −942−58.7% | Reduced |
| Quadrant Capital Group LLC | 424 | $7.31K | 0.00% | −142−25.1% | Reduced |
| TCI Wealth Advisors, Inc. | 270 | $4.66K | 0.00% | −131−32.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 207 | $3.58K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 200 | $3.45K | 0.00% | +200 | New |
| Raleigh Capital Management Inc. | 199 | $3.43K | 0.00% | +107+116.3% | Added |
| Rockefeller Capital Management L.P. | 201 | $3.00K | 0.00% | +201 | New |
| Truvestments Capital LLC | 170 | $2.93K | 0.00% | +170 | New |
| Signaturefd, LLC | 155 | $2.67K | 0.00% | +107+222.9% | Added |
| Manchester Capital Management LLC | 146 | $2.52K | 0.00% | −155−51.5% | Reduced |
| Global Retirement Partners, LLC | 120 | $2.07K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 110 | $2.00K | 0.00% | +4+3.8% | Added |