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 |
|---|---|---|---|---|---|
| O'Rourke & Company, Inc | 36,709 | $450.0K | 0.32% | +90.0% | Added |
| Lynch & Associates | 36,500 | $447.9K | 0.11% | −1,000−2.7% | Reduced |
| SEI Investments Co | 35,569 | $436.4K | 0.00% | +2,047+6.1% | Added |
| Single Point Partners, LLC | 156,339 | $410.0K | 0.57% | −8,313−5.0% | Reduced |
| EJF Capital LLC | 32,388 | $397.4K | 0.18% | −113,009−77.7% | Reduced |
| Finer Wealth Management, Inc. | 31,375 | $385.0K | 0.30% | +195+0.6% | Added |
| Putnam Investments LLC | 30,094 | $369.3K | 0.00% | +30,094 | New |
| Handelsbanken Fonder AB | 28,900 | $355.0K | 0.00% | +16,100+125.8% | Added |
| Captrust Financial Advisors | 27,263 | $334.5K | 0.00% | +17,037+166.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,362 | $323.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 24,165 | $297.0K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 24,059 | $295.2K | 0.01% | +26+0.1% | Added |
| Keybank National Association | 20,264 | $248.6K | 0.00% | −36,247−64.1% | Reduced |
| ProShare Advisors LLC | 20,172 | $247.5K | 0.00% | +2,037+11.2% | Added |
| Cabot Wealth Management Inc | 19,933 | $245.0K | 0.04% | 00.0% | Unchanged |
| Pictet Asset Management SA | 19,788 | $242.8K | 0.00% | 00.0% | Unchanged |
| Rockland Trust Co | 19,250 | $236.2K | 0.01% | +1,000+5.5% | Added |
| Russell Investments Group, Ltd. | 18,498 | $227.0K | 0.00% | +8,598+86.8% | Added |
| Public Employees Retirement System of Ohio | 17,094 | $210.0K | 0.00% | +16,293+2,034.1% | Added |
| Principal Financial Group Inc | 16,468 | $202.1K | 0.00% | −920−5.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,075 | $197.2K | 0.00% | +16,075 | New |
| HighTower Advisors, LLC | 15,615 | $191.0K | 0.00% | +4,781+44.1% | Added |
| LPL Financial LLC | 15,420 | $189.2K | 0.00% | −6,697−30.3% | Reduced |
| Amalgamated Bank | 15,141 | $186.0K | 0.00% | −2,258−13.0% | Reduced |
| Sequoia Financial Advisors, LLC | 15,000 | $184.1K | 0.00% | +15,000 | New |
| Verdence Capital Advisors LLC | 14,616 | $179.3K | 0.02% | −790−5.1% | Reduced |
| Covestor Ltd | 14,350 | $176.0K | 0.13% | +3,021+26.7% | Added |
| Baystate Wealth Management LLC | 14,163 | $173.8K | 0.01% | +108+0.8% | Added |
| Caldwell Sutter Capital, Inc. | 13,500 | $165.6K | 0.09% | 00.0% | Unchanged |
| Roundview Capital LLC | 13,397 | $164.4K | 0.02% | 00.0% | Unchanged |
| Holocene Advisors, LP | 13,248 | $162.6K | 0.00% | +13,248 | New |
| Ameritas Investment Partners, Inc. | 12,808 | $157.2K | 0.01% | +743+6.2% | Added |
| ArrowMark Colorado Holdings LLC | 12,075 | $148.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 12,000 | $147.2K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 12,000 | $147.0K | 0.00% | −13,831−53.5% | Reduced |
| Mariner, LLC | 11,859 | $145.5K | 0.00% | +11,859 | New |
| Group One Trading, L.P. | 11,298 | $138.6K | 0.01% | +10,868+2,527.4% | Added |
| MML Investors Services, LLC | 11,041 | $135.0K | 0.00% | +11,041 | New |
| PRW Wealth Management LLC | 10,000 | $133.5K | 0.05% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 10,781 | $132.3K | 0.01% | −2,230−17.1% | Reduced |
| Cetera Investment Advisers | 10,703 | $131.3K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 10,103 | $124.0K | 0.00% | +10,103 | New |
| FineMark National Bank & Trust | 10,032 | $123.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 10,019 | $122.9K | 0.02% | −298−2.9% | Reduced |
| 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 |
| Metropolitan Life Insurance Co | 8,712 | $106.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,826 | $83.8K | 0.00% | −3,825−35.9% | Reduced |
| Quadrant Capital Group LLC | 6,490 | $79.6K | 0.01% | +54+0.8% | Added |
| Advisor Group Holdings, Inc. | 5,866 | $72.0K | 0.00% | −1,343−18.6% | Reduced |
| Knott David M Jr | 5,000 | $61.0K | 0.03% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 4,553 | $55.9K | 0.01% | +15+0.3% | Added |
| Baldwin Brothers Inc | 4,500 | $55.2K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,800 | $47.0K | 0.00% | −4,597−54.7% | Reduced |
| Tower Research Capital LLC (TRC) | 3,430 | $42.1K | 0.00% | −588−14.6% | Reduced |
| Aquatic Capital Management LLC | 3,400 | $42.0K | 0.00% | −7,000−67.3% | 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 |
| US Bancorp | 1,866 | $22.9K | 0.00% | −955−33.9% | Reduced |
| Nisa Investment Advisors, LLC | 1,610 | $19.8K | 0.00% | +1,490+1,241.7% | Added |
| GW&K Investment Management, LLC | 1,500 | $18.0K | 0.00% | −542,410−99.7% | Reduced |
| Lindbrook Capital, LLC | 1,390 | $17.1K | 0.00% | −542−28.1% | Reduced |
| Allworth Financial LP | 1,382 | $17.0K | 0.00% | −13−0.9% | Reduced |
| Quent Capital, LLC | 1,250 | $15.3K | 0.00% | −1,250−50.0% | Reduced |
| Parallel Advisors, LLC | 1,233 | $15.1K | 0.00% | +302+32.4% | Added |
| Clean Yield Group | 900 | $11.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 790 | $9.69K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 692 | $8.00K | 0.00% | +692 | New |
| CWM, LLC | 375 | $5.00K | 0.00% | +133+55.0% | Added |
| The PNC Financial Services Group, Inc. | 370 | $4.54K | 0.00% | −520−58.4% | Reduced |
| Global Retirement Partners, LLC | 120 | $1.47K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 97 | $1.19K | 0.00% | +97 | New |
| 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 |
| Bell Investment Advisors, Inc | 71 | $872 | 0.00% | −15−17.4% | Reduced |
| JFS Wealth Advisors, LLC | 42 | $516 | 0.00% | +30+250.0% | Added |
| SJS Investment Consulting Inc. | 21 | $258 | 0.00% | +17+425.0% | Added |
| Disciplined Investments, LLC | 17 | $209 | 0.00% | −2−10.5% | Reduced |
| Glassman Wealth Services | 11 | $135 | 0.00% | −110−90.9% | Reduced |
| Hexagon Capital Partners LLC | 9 | $110 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 0 | $2 | 0.00% | 0 | Unchanged |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −602,281−100.0% | Sold out |
| Birch Hill Investment Advisors LLC | 0 | $0 | 0.00% | −583,896−100.0% | Sold out |
| Newtyn Management, LLC | 0 | $0 | 0.00% | −425,000−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −135,000−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −110,938−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −97,323−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −96,339−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −83,596−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −74,682−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −72,241−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −64,436−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −56,089−100.0% | Sold out |
| Oppenheimer & Close, LLC | 0 | $0 | 0.00% | −54,400−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −53,532−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −50,654−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −42,912−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −31,375−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −27,212−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −26,817−100.0% | Sold out |