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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 46,074 | $581.5K | 0.01% | +781+1.7% | Added |
| HRT Financial LP | 42,912 | $541.0K | 0.01% | +42,912 | New |
| Single Point Partners, LLC | 164,652 | $523.0K | 0.11% | −7,786−4.5% | Reduced |
| Endeavour Capital Advisors Inc | 41,338 | $521.7K | 0.24% | +41,338 | New |
| Stifel Financial Corp | 40,670 | $513.3K | 0.00% | −106,459−72.4% | Reduced |
| Victory Capital Management Inc | 40,209 | $507.4K | 0.00% | −841,808−95.4% | Reduced |
| American Century Companies Inc | 40,879 | $502.4K | 0.00% | +2,415+6.3% | Added |
| Lynch & Associates | 37,500 | $473.3K | 0.12% | −26,000−40.9% | Reduced |
| Integrated Wealth Concepts LLC | 37,058 | $468.0K | 0.01% | +19+0.1% | Added |
| O'Rourke & Company, Inc | 36,700 | $463.0K | 0.35% | −3,389−8.5% | Reduced |
| SEI Investments Co | 33,522 | $423.0K | 0.00% | +15,712+88.2% | Added |
| Two Sigma Advisers, LP | 32,900 | $415.2K | 0.00% | +32,900 | New |
| Csenge Advisory Group | 31,375 | $396.0K | 0.03% | −1,247−3.8% | Reduced |
| Finer Wealth Management, Inc. | 31,180 | $393.5K | 0.33% | +207+0.7% | Added |
| Millennium Management LLC | 30,145 | $380.0K | 0.00% | −278,704−90.2% | Reduced |
| Citigroup Inc | 28,567 | $360.5K | 0.00% | +22,258+352.8% | Added |
| Alberta Investment Management Corp | 27,212 | $343.4K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 26,817 | $338.4K | 0.01% | +26,817 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,362 | $332.7K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 25,831 | $326.0K | 0.00% | −23,827−48.0% | Reduced |
| SG Americas Securities, LLC | 25,059 | $316.0K | 0.00% | +15,619+165.5% | Added |
| Gotham Asset Management, LLC | 24,579 | $310.2K | 0.01% | +24,579 | New |
| TD Asset Management Inc | 24,280 | $306.4K | 0.00% | +24,280 | New |
| Public Employees Retirement Association of Colorado | 24,165 | $305.0K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 24,092 | $304.0K | 0.03% | +24,092 | New |
| Boston Private Wealth LLC | 24,033 | $303.3K | 0.00% | −4,567−16.0% | Reduced |
| Toroso Investments, LLC | 23,528 | $297.0K | 0.01% | +23,528 | New |
| LPL Financial LLC | 22,117 | $279.1K | 0.00% | −9,472−30.0% | Reduced |
| Two Sigma Investments, LP | 21,100 | $266.3K | 0.00% | +21,100 | New |
| Cabot Wealth Management Inc | 19,933 | $252.0K | 0.04% | −1,882−8.6% | Reduced |
| Pictet Asset Management SA | 19,788 | $249.7K | 0.00% | 00.0% | Unchanged |
| Rockland Trust Co | 18,250 | $230.3K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 18,672 | $229.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 18,135 | $228.9K | 0.00% | −1,936−9.6% | Reduced |
| Stratos Wealth Advisors, LLC | 18,040 | $227.7K | 0.02% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 17,778 | $224.4K | 0.12% | +17,778 | New |
| Amalgamated Bank | 17,399 | $220.0K | 0.00% | −3,983−18.6% | Reduced |
| Principal Financial Group Inc | 17,388 | $219.4K | 0.00% | +5,430+45.4% | Added |
| Verdence Capital Advisors LLC | 15,406 | $194.4K | 0.02% | +2,437+18.8% | Added |
| Squarepoint Ops LLC | 15,009 | $189.4K | 0.00% | −33,493−69.1% | Reduced |
| Baystate Wealth Management LLC | 14,055 | $177.4K | 0.02% | +119+0.9% | Added |
| State Board of Administration of Florida Retirement System | 13,700 | $172.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 13,500 | $170.4K | 0.12% | 00.0% | Unchanged |
| Roundview Capital LLC | 13,397 | $169.1K | 0.02% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 13,011 | $164.2K | 0.01% | −9,060−41.0% | Reduced |
| Handelsbanken Fonder AB | 12,800 | $162.0K | 0.00% | +12,800 | New |
| ArrowMark Colorado Holdings LLC | 12,075 | $152.4K | 0.00% | −1,525−11.2% | Reduced |
| Ameritas Investment Partners, Inc. | 12,065 | $152.3K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 12,000 | $151.4K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 11,841 | $149.4K | 0.00% | −859−6.8% | Reduced |
| Covestor Ltd | 11,329 | $143.0K | 0.12% | +3,056+36.9% | Added |
| HighTower Advisors, LLC | 10,834 | $137.0K | 0.00% | −11,684−51.9% | Reduced |
| Cetera Investment Advisers | 10,703 | $135.1K | 0.00% | −17−0.2% | Reduced |
| Signaturefd, LLC | 10,651 | $134.4K | 0.00% | +10,496+6,771.6% | Added |
| Aquatic Capital Management LLC | 10,400 | $131.0K | 0.01% | +10,400 | New |
| Pinnacle Wealth Planning Services, Inc. | 10,317 | $130.2K | 0.02% | +10,317 | New |
| Captrust Financial Advisors | 10,226 | $129.1K | 0.00% | +10,226 | New |
| Schroder Investment Management Group | 10,064 | $127.0K | 0.00% | +10,064 | New |
| FineMark National Bank & Trust | 10,032 | $126.6K | 0.01% | +32+0.3% | Added |
| 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 |
| Russell Investments Group, Ltd. | 9,900 | $124.9K | 0.00% | −56,819−85.2% | Reduced |
| PRW Wealth Management LLC | 10,000 | $116.5K | 0.05% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 8,712 | $109.9K | 0.01% | −1,088−11.1% | Reduced |
| Dark Forest Capital Management LP | 8,665 | $109.4K | 0.03% | +7,893+1,022.4% | Added |
| Hall Laurie J Trustee | 8,620 | $109.0K | 0.05% | +120+1.4% | Added |
| Shell Asset Management Co | 8,397 | $106.0K | 0.00% | −30−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 7,209 | $91.0K | 0.00% | −9,805−57.6% | Reduced |
| Quadrant Capital Group LLC | 6,436 | $81.2K | 0.01% | +6,012+1,417.9% | Added |
| Knott David M Jr | 5,000 | $63.0K | 0.03% | +5,000 | New |
| Coastal Capital Group, Inc. | 4,538 | $57.3K | 0.01% | +1,016+28.8% | Added |
| Baldwin Brothers Inc | 4,500 | $56.8K | 0.00% | −4,000−47.1% | Reduced |
| Tower Research Capital LLC (TRC) | 4,018 | $51.0K | 0.00% | −2,457−37.9% | Reduced |
| Farther Finance Advisors, LLC | 3,558 | $44.9K | 0.01% | +3,547+32,245.5% | Added |
| Grey Fox Wealth Advisors, LLC | 2,924 | $36.9K | 0.02% | +24+0.8% | Added |
| US Bancorp | 2,821 | $35.6K | 0.00% | −48,290−94.5% | Reduced |
| Quent Capital, LLC | 2,500 | $31.6K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,000 | $25.2K | 0.00% | −870−30.3% | Reduced |
| Lindbrook Capital, LLC | 1,932 | $24.4K | 0.00% | +1,920+16,000.0% | Added |
| State of Wyoming | 1,606 | $20.3K | 0.01% | −3,664−69.5% | Reduced |
| Allworth Financial LP | 1,395 | $17.6K | 0.00% | +1,395 | New |
| Parallel Advisors, LLC | 931 | $11.7K | 0.00% | +873+1,505.2% | Added |
| Clean Yield Group | 900 | $11.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 890 | $11.2K | 0.00% | −345−27.9% | Reduced |
| Ellevest, Inc. | 796 | $10.0K | 0.00% | +796 | New |
| Public Employees Retirement System of Ohio | 801 | $10.0K | 0.00% | +138+20.8% | Added |
| Nomura Asset Management Co Ltd | 790 | $9.97K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 724 | $9.14K | 0.00% | +724 | New |
| Simplex Trading, LLC | 569 | $7.00K | 0.00% | +569 | New |
| Group One Trading, L.P. | 430 | $5.43K | 0.00% | +430 | New |
| CWM, LLC | 242 | $3.00K | 0.00% | +242 | New |
| Belpointe Asset Management LLC | 200 | $2.52K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 120 | $2.00K | 0.00% | +10+9.1% | Added |
| Glassman Wealth Services | 121 | $1.53K | 0.00% | +121 | New |
| Global Retirement Partners, LLC | 120 | $1.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 86 | $1.09K | 0.00% | +3+3.6% | Added |
| Baker Avenue Asset Management, LP | 73 | $921 | 0.00% | +73 | New |
| Schubert & Co | 38 | $480 | 0.00% | −2−5.0% | Reduced |
| Disciplined Investments, LLC | 19 | $240 | 0.00% | +6+46.2% | Added |
| JFS Wealth Advisors, LLC | 12 | $152 | 0.00% | −26−68.4% | Reduced |