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 2023
Institutional positions in Eastern Bankshares, Inc. as of Mar 31, 2023. 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
- 206
- −6 vs. Q4 2022
- Shares held
- 99.3M
- +1.57M (+1.6%) vs. Q4 2022
- Total value
- $1.25B
- −$430.8M (−25.6%) vs. Q4 2022
- New holders
- 36
- 74 more added
- Sold out
- 42
- 63 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Eastern Bankshares, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 6 | $0 | 0.00% | −24−80.0% | Reduced |
| Capital Advisors, Ltd. LLC | 25 | $0 | 0.00% | +25 | New |
| Silicon Valley Capital Partners | 0 | $3 | 0.00% | −3−100.0% | Reduced |
| SJS Investment Consulting Inc. | 4 | $51 | 0.00% | −15−78.9% | Reduced |
| TCI Wealth Advisors, Inc. | 7 | $89 | 0.00% | −263−97.4% | Reduced |
| Hexagon Capital Partners LLC | 9 | $114 | 0.00% | −31−77.5% | Reduced |
| JFS Wealth Advisors, LLC | 12 | $152 | 0.00% | −26−68.4% | Reduced |
| Disciplined Investments, LLC | 19 | $240 | 0.00% | +6+46.2% | Added |
| Schubert & Co | 38 | $480 | 0.00% | −2−5.0% | Reduced |
| Baker Avenue Asset Management, LP | 73 | $921 | 0.00% | +73 | New |
| Bell Investment Advisors, Inc | 86 | $1.09K | 0.00% | +3+3.6% | Added |
| Global Retirement Partners, LLC | 120 | $1.27K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 121 | $1.53K | 0.00% | +121 | New |
| Nisa Investment Advisors, LLC | 120 | $2.00K | 0.00% | +10+9.1% | Added |
| Belpointe Asset Management LLC | 200 | $2.52K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 242 | $3.00K | 0.00% | +242 | New |
| Group One Trading, L.P. | 430 | $5.43K | 0.00% | +430 | New |
| Simplex Trading, LLC | 569 | $7.00K | 0.00% | +569 | New |
| EverSource Wealth Advisors, LLC | 724 | $9.14K | 0.00% | +724 | New |
| Nomura Asset Management Co Ltd | 790 | $9.97K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 801 | $10.0K | 0.00% | +138+20.8% | Added |
| Ellevest, Inc. | 796 | $10.0K | 0.00% | +796 | New |
| The PNC Financial Services Group, Inc. | 890 | $11.2K | 0.00% | −345−27.9% | Reduced |
| Clean Yield Group | 900 | $11.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 931 | $11.7K | 0.00% | +873+1,505.2% | Added |
| Allworth Financial LP | 1,395 | $17.6K | 0.00% | +1,395 | New |
| State of Wyoming | 1,606 | $20.3K | 0.01% | −3,664−69.5% | Reduced |
| Lindbrook Capital, LLC | 1,932 | $24.4K | 0.00% | +1,920+16,000.0% | Added |
| Armstrong Advisory Group, Inc | 2,000 | $25.2K | 0.00% | −870−30.3% | Reduced |
| Quent Capital, LLC | 2,500 | $31.6K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,821 | $35.6K | 0.00% | −48,290−94.5% | Reduced |
| Grey Fox Wealth Advisors, LLC | 2,924 | $36.9K | 0.02% | +24+0.8% | Added |
| Farther Finance Advisors, LLC | 3,558 | $44.9K | 0.01% | +3,547+32,245.5% | Added |
| Tower Research Capital LLC (TRC) | 4,018 | $51.0K | 0.00% | −2,457−37.9% | Reduced |
| Baldwin Brothers Inc | 4,500 | $56.8K | 0.00% | −4,000−47.1% | Reduced |
| Coastal Capital Group, Inc. | 4,538 | $57.3K | 0.01% | +1,016+28.8% | Added |
| Knott David M Jr | 5,000 | $63.0K | 0.03% | +5,000 | New |
| Quadrant Capital Group LLC | 6,436 | $81.2K | 0.01% | +6,012+1,417.9% | Added |
| Advisor Group Holdings, Inc. | 7,209 | $91.0K | 0.00% | −9,805−57.6% | Reduced |
| Shell Asset Management Co | 8,397 | $106.0K | 0.00% | −30−0.4% | Reduced |
| Hall Laurie J Trustee | 8,620 | $109.0K | 0.05% | +120+1.4% | Added |
| Dark Forest Capital Management LP | 8,665 | $109.4K | 0.03% | +7,893+1,022.4% | Added |
| Metropolitan Life Insurance Co | 8,712 | $109.9K | 0.01% | −1,088−11.1% | Reduced |
| PRW Wealth Management LLC | 10,000 | $116.5K | 0.05% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 9,900 | $124.9K | 0.00% | −56,819−85.2% | Reduced |
| Prio Wealth Limited Partnership | 10,000 | $126.2K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 10,000 | $126.2K | 0.10% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 10,032 | $126.6K | 0.01% | +32+0.3% | Added |
| Schroder Investment Management Group | 10,064 | $127.0K | 0.00% | +10,064 | New |
| Captrust Financial Advisors | 10,226 | $129.1K | 0.00% | +10,226 | New |
| Pinnacle Wealth Planning Services, Inc. | 10,317 | $130.2K | 0.02% | +10,317 | New |
| Aquatic Capital Management LLC | 10,400 | $131.0K | 0.01% | +10,400 | New |
| Signaturefd, LLC | 10,651 | $134.4K | 0.00% | +10,496+6,771.6% | Added |
| Cetera Investment Advisers | 10,703 | $135.1K | 0.00% | −17−0.2% | Reduced |
| HighTower Advisors, LLC | 10,834 | $137.0K | 0.00% | −11,684−51.9% | Reduced |
| Covestor Ltd | 11,329 | $143.0K | 0.12% | +3,056+36.9% | Added |
| Neuberger Berman Group LLC | 11,841 | $149.4K | 0.00% | −859−6.8% | Reduced |
| Umb Bank N A | 12,000 | $151.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,065 | $152.3K | 0.01% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 12,075 | $152.4K | 0.00% | −1,525−11.2% | Reduced |
| Handelsbanken Fonder AB | 12,800 | $162.0K | 0.00% | +12,800 | New |
| Aureus Asset Management, LLC | 13,011 | $164.2K | 0.01% | −9,060−41.0% | Reduced |
| Roundview Capital LLC | 13,397 | $169.1K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 13,500 | $170.4K | 0.12% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 13,700 | $172.9K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 14,055 | $177.4K | 0.02% | +119+0.9% | Added |
| Squarepoint Ops LLC | 15,009 | $189.4K | 0.00% | −33,493−69.1% | Reduced |
| Verdence Capital Advisors LLC | 15,406 | $194.4K | 0.02% | +2,437+18.8% | Added |
| Principal Financial Group Inc | 17,388 | $219.4K | 0.00% | +5,430+45.4% | Added |
| Amalgamated Bank | 17,399 | $220.0K | 0.00% | −3,983−18.6% | Reduced |
| Quantamental Technologies LLC | 17,778 | $224.4K | 0.12% | +17,778 | New |
| Stratos Wealth Advisors, LLC | 18,040 | $227.7K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 18,135 | $228.9K | 0.00% | −1,936−9.6% | Reduced |
| DekaBank Deutsche Girozentrale | 18,672 | $229.0K | 0.00% | 00.0% | Unchanged |
| Rockland Trust Co | 18,250 | $230.3K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 19,788 | $249.7K | 0.00% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 19,933 | $252.0K | 0.04% | −1,882−8.6% | Reduced |
| Two Sigma Investments, LP | 21,100 | $266.3K | 0.00% | +21,100 | New |
| LPL Financial LLC | 22,117 | $279.1K | 0.00% | −9,472−30.0% | Reduced |
| Toroso Investments, LLC | 23,528 | $297.0K | 0.01% | +23,528 | New |
| Boston Private Wealth LLC | 24,033 | $303.3K | 0.00% | −4,567−16.0% | Reduced |
| Occudo Quantitative Strategies LP | 24,092 | $304.0K | 0.03% | +24,092 | New |
| Public Employees Retirement Association of Colorado | 24,165 | $305.0K | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 24,280 | $306.4K | 0.00% | +24,280 | New |
| Gotham Asset Management, LLC | 24,579 | $310.2K | 0.01% | +24,579 | New |
| SG Americas Securities, LLC | 25,059 | $316.0K | 0.00% | +15,619+165.5% | Added |
| Teacher Retirement System of Texas | 25,831 | $326.0K | 0.00% | −23,827−48.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,362 | $332.7K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 26,817 | $338.4K | 0.01% | +26,817 | New |
| Alberta Investment Management Corp | 27,212 | $343.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 28,567 | $360.5K | 0.00% | +22,258+352.8% | Added |
| Millennium Management LLC | 30,145 | $380.0K | 0.00% | −278,704−90.2% | Reduced |
| Finer Wealth Management, Inc. | 31,180 | $393.5K | 0.33% | +207+0.7% | Added |
| Csenge Advisory Group | 31,375 | $396.0K | 0.03% | −1,247−3.8% | Reduced |
| Two Sigma Advisers, LP | 32,900 | $415.2K | 0.00% | +32,900 | New |
| SEI Investments Co | 33,522 | $423.0K | 0.00% | +15,712+88.2% | Added |
| O'Rourke & Company, Inc | 36,700 | $463.0K | 0.35% | −3,389−8.5% | Reduced |
| Integrated Wealth Concepts LLC | 37,058 | $468.0K | 0.01% | +19+0.1% | Added |
| Lynch & Associates | 37,500 | $473.3K | 0.12% | −26,000−40.9% | Reduced |
| American Century Companies Inc | 40,879 | $502.4K | 0.00% | +2,415+6.3% | Added |