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, Q2 2023
Institutional positions in Eastern Bankshares, Inc. as of Jun 30, 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
- 181
- −25 vs. Q1 2023
- Shares held
- 103.6M
- +4.32M (+4.4%) vs. Q1 2023
- Total value
- $1.27B
- +$17.5M (+1.4%) vs. Q1 2023
- New holders
- 14
- 65 more added
- Sold out
- 39
- 68 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Eastern Bankshares, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Silicon Valley Capital Partners | 0 | $2 | 0.00% | 0 | Unchanged |
| Hexagon Capital Partners LLC | 9 | $110 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11 | $135 | 0.00% | −110−90.9% | Reduced |
| Disciplined Investments, LLC | 17 | $209 | 0.00% | −2−10.5% | Reduced |
| SJS Investment Consulting Inc. | 21 | $258 | 0.00% | +17+425.0% | Added |
| JFS Wealth Advisors, LLC | 42 | $516 | 0.00% | +30+250.0% | Added |
| Bell Investment Advisors, Inc | 71 | $872 | 0.00% | −15−17.4% | Reduced |
| Hall Laurie J Trustee | 120 | $1.00K | 0.00% | −8,500−98.6% | Reduced |
| Capital Advisors, Ltd. LLC | 112 | $1.00K | 0.00% | +87+348.0% | Added |
| Manchester Capital Management LLC | 97 | $1.19K | 0.00% | +97 | New |
| Global Retirement Partners, LLC | 120 | $1.47K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 370 | $4.54K | 0.00% | −520−58.4% | Reduced |
| CWM, LLC | 375 | $5.00K | 0.00% | +133+55.0% | Added |
| Bessemer Group Inc | 692 | $8.00K | 0.00% | +692 | New |
| Nomura Asset Management Co Ltd | 790 | $9.69K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 900 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,233 | $15.1K | 0.00% | +302+32.4% | Added |
| Quent Capital, LLC | 1,250 | $15.3K | 0.00% | −1,250−50.0% | Reduced |
| Allworth Financial LP | 1,382 | $17.0K | 0.00% | −13−0.9% | Reduced |
| Lindbrook Capital, LLC | 1,390 | $17.1K | 0.00% | −542−28.1% | Reduced |
| GW&K Investment Management, LLC | 1,500 | $18.0K | 0.00% | −542,410−99.7% | Reduced |
| Nisa Investment Advisors, LLC | 1,610 | $19.8K | 0.00% | +1,490+1,241.7% | Added |
| US Bancorp | 1,866 | $22.9K | 0.00% | −955−33.9% | Reduced |
| Farther Finance Advisors, LLC | 2,000 | $24.5K | 0.01% | −1,558−43.8% | Reduced |
| Armstrong Advisory Group, Inc | 2,000 | $24.5K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,400 | $42.0K | 0.00% | −7,000−67.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,430 | $42.1K | 0.00% | −588−14.6% | Reduced |
| Shell Asset Management Co | 3,800 | $47.0K | 0.00% | −4,597−54.7% | Reduced |
| Baldwin Brothers Inc | 4,500 | $55.2K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 4,553 | $55.9K | 0.01% | +15+0.3% | Added |
| Knott David M Jr | 5,000 | $61.0K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,866 | $72.0K | 0.00% | −1,343−18.6% | Reduced |
| Quadrant Capital Group LLC | 6,490 | $79.6K | 0.01% | +54+0.8% | Added |
| Signaturefd, LLC | 6,826 | $83.8K | 0.00% | −3,825−35.9% | Reduced |
| Metropolitan Life Insurance Co | 8,712 | $106.9K | 0.01% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 10,000 | $122.7K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 10,000 | $122.7K | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 10,019 | $122.9K | 0.02% | −298−2.9% | Reduced |
| FineMark National Bank & Trust | 10,032 | $123.1K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 10,103 | $124.0K | 0.00% | +10,103 | New |
| Cetera Investment Advisers | 10,703 | $131.3K | 0.00% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 10,781 | $132.3K | 0.01% | −2,230−17.1% | Reduced |
| PRW Wealth Management LLC | 10,000 | $133.5K | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 11,041 | $135.0K | 0.00% | +11,041 | New |
| Group One Trading, L.P. | 11,298 | $138.6K | 0.01% | +10,868+2,527.4% | Added |
| Mariner, LLC | 11,859 | $145.5K | 0.00% | +11,859 | New |
| Teacher Retirement System of Texas | 12,000 | $147.0K | 0.00% | −13,831−53.5% | Reduced |
| Umb Bank N A | 12,000 | $147.2K | 0.00% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 12,075 | $148.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,808 | $157.2K | 0.01% | +743+6.2% | Added |
| Holocene Advisors, LP | 13,248 | $162.6K | 0.00% | +13,248 | New |
| Roundview Capital LLC | 13,397 | $164.4K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 13,500 | $165.6K | 0.09% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 14,163 | $173.8K | 0.01% | +108+0.8% | Added |
| Covestor Ltd | 14,350 | $176.0K | 0.13% | +3,021+26.7% | Added |
| Verdence Capital Advisors LLC | 14,616 | $179.3K | 0.02% | −790−5.1% | Reduced |
| Sequoia Financial Advisors, LLC | 15,000 | $184.1K | 0.00% | +15,000 | New |
| Amalgamated Bank | 15,141 | $186.0K | 0.00% | −2,258−13.0% | Reduced |
| LPL Financial LLC | 15,420 | $189.2K | 0.00% | −6,697−30.3% | Reduced |
| HighTower Advisors, LLC | 15,615 | $191.0K | 0.00% | +4,781+44.1% | Added |
| Steward Partners Investment Advisory, LLC | 16,075 | $197.2K | 0.00% | +16,075 | New |
| Principal Financial Group Inc | 16,468 | $202.1K | 0.00% | −920−5.3% | Reduced |
| Public Employees Retirement System of Ohio | 17,094 | $210.0K | 0.00% | +16,293+2,034.1% | Added |
| Russell Investments Group, Ltd. | 18,498 | $227.0K | 0.00% | +8,598+86.8% | Added |
| Rockland Trust Co | 19,250 | $236.2K | 0.01% | +1,000+5.5% | Added |
| Pictet Asset Management SA | 19,788 | $242.8K | 0.00% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 19,933 | $245.0K | 0.04% | 00.0% | Unchanged |
| ProShare Advisors LLC | 20,172 | $247.5K | 0.00% | +2,037+11.2% | Added |
| Keybank National Association | 20,264 | $248.6K | 0.00% | −36,247−64.1% | Reduced |
| Boston Private Wealth LLC | 24,059 | $295.2K | 0.01% | +26+0.1% | Added |
| Public Employees Retirement Association of Colorado | 24,165 | $297.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,362 | $323.5K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 27,263 | $334.5K | 0.00% | +17,037+166.6% | Added |
| Handelsbanken Fonder AB | 28,900 | $355.0K | 0.00% | +16,100+125.8% | Added |
| Putnam Investments LLC | 30,094 | $369.3K | 0.00% | +30,094 | New |
| Finer Wealth Management, Inc. | 31,375 | $385.0K | 0.30% | +195+0.6% | Added |
| EJF Capital LLC | 32,388 | $397.4K | 0.18% | −113,009−77.7% | Reduced |
| Single Point Partners, LLC | 156,339 | $410.0K | 0.57% | −8,313−5.0% | Reduced |
| SEI Investments Co | 35,569 | $436.4K | 0.00% | +2,047+6.1% | Added |
| Lynch & Associates | 36,500 | $447.9K | 0.11% | −1,000−2.7% | Reduced |
| O'Rourke & Company, Inc | 36,709 | $450.0K | 0.32% | +90.0% | Added |
| Integrated Wealth Concepts LLC | 37,039 | $454.5K | 0.01% | −19−0.1% | Reduced |
| Stifel Financial Corp | 39,627 | $486.2K | 0.00% | −1,043−2.6% | Reduced |
| Victory Capital Management Inc | 40,094 | $492.0K | 0.00% | −115−0.3% | Reduced |
| Endeavour Capital Advisors Inc | 41,338 | $507.2K | 0.22% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 41,612 | $510.6K | 0.03% | −5,500−11.7% | Reduced |
| SG Americas Securities, LLC | 44,035 | $540.0K | 0.00% | +18,976+75.7% | Added |
| State Board of Administration of Florida Retirement System | 44,030 | $540.2K | 0.00% | +30,330+221.4% | Added |
| Arizona State Retirement System | 44,574 | $546.9K | 0.00% | −1,500−3.3% | Reduced |
| Edgestream Partners, L.P. | 45,750 | $561.4K | 0.05% | +45,750 | New |
| Howland Capital Management LLC | 50,000 | $613.5K | 0.04% | −10,000−16.7% | Reduced |
| Commonwealth Equity Services, LLC | 53,885 | $661.0K | 0.00% | +2,699+5.3% | Added |
| Enterprise Bank & Trust Co | 55,159 | $676.8K | 0.26% | +55,159 | New |
| Prudential Financial Inc | 57,641 | $707.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 58,562 | $718.6K | 0.00% | −23,876−29.0% | Reduced |
| SlateStone Wealth, LLC | 58,936 | $723.0K | 0.14% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 59,480 | $729.8K | 0.00% | −335,543−84.9% | Reduced |
| Manufacturers Life Insurance Company, The | 62,467 | $766.5K | 0.00% | +59+0.1% | Added |
| Jacobs Levy Equity Management, Inc | 63,447 | $778.5K | 0.00% | +63,447 | New |
| SeaCrest Wealth Management, LLC | 65,000 | $797.5K | 0.10% | −1,000−1.5% | Reduced |