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, Q3 2023
Institutional positions in Eastern Bankshares, Inc. as of Sep 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
- +2 vs. Q2 2023
- Shares held
- 106.8M
- +3.26M (+3.1%) vs. Q2 2023
- Total value
- $1.34B
- +$69.6M (+5.5%) vs. Q2 2023
- New holders
- 20
- 65 more added
- Sold out
- 18
- 59 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Eastern Bankshares, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 13 | $0 | 0.00% | −14,337−99.9% | Reduced |
| Hexagon Capital Partners LLC | 9 | $113 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 10 | $126 | 0.00% | +10 | New |
| Glassman Wealth Services | 11 | $138 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $327 | 0.00% | +5+23.8% | Added |
| JFS Wealth Advisors, LLC | 57 | $715 | 0.00% | +15+35.7% | Added |
| Bell Investment Advisors, Inc | 61 | $765 | 0.00% | −10−14.1% | Reduced |
| Capital Advisors, Ltd. LLC | 112 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 91 | $1.00K | 0.00% | +91 | New |
| Manchester Capital Management LLC | 97 | $1.22K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 100 | $1.25K | 0.00% | +100 | New |
| Global Retirement Partners, LLC | 120 | $1.42K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 142 | $1.78K | 0.00% | +142 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $2.27K | 0.00% | +200 | New |
| West Tower Group, LLC | 185 | $2.32K | 0.00% | +185 | New |
| CWM, LLC | 375 | $5.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 414 | $5.19K | 0.00% | +44+11.9% | Added |
| Nomura Asset Management Co Ltd | 790 | $9.91K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 900 | $11.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,159 | $14.5K | 0.00% | −231−16.6% | Reduced |
| Allworth Financial LP | 1,483 | $18.6K | 0.00% | +101+7.3% | Added |
| GW&K Investment Management, LLC | 1,500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,620 | $20.3K | 0.00% | +10+0.6% | Added |
| Parallel Advisors, LLC | 1,924 | $24.1K | 0.00% | +691+56.0% | Added |
| US Bancorp | 1,946 | $24.4K | 0.00% | +80+4.3% | Added |
| Armstrong Advisory Group, Inc | 2,000 | $25.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,500 | $31.4K | 0.00% | +1,250+100.0% | Added |
| Group One Trading, L.P. | 3,090 | $38.7K | 0.00% | −8,208−72.7% | Reduced |
| Shell Asset Management Co | 3,743 | $47.0K | 0.00% | −57−1.5% | Reduced |
| Tower Research Capital LLC (TRC) | 4,474 | $56.1K | 0.00% | +1,044+30.4% | Added |
| Baldwin Brothers Inc | 4,500 | $56.4K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 5,000 | $63.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,490 | $81.4K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,657 | $83.5K | 0.00% | −169−2.5% | Reduced |
| Advisor Group Holdings, Inc. | 6,877 | $86.3K | 0.00% | +1,011+17.2% | Added |
| Russell Investments Group, Ltd. | 8,629 | $108.2K | 0.00% | −9,869−53.4% | Reduced |
| PRW Wealth Management LLC | 10,000 | $112.0K | 0.04% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 8,977 | $112.6K | 0.01% | +265+3.0% | Added |
| FineMark National Bank & Trust | 10,000 | $125.4K | 0.01% | −32−0.3% | Reduced |
| Prio Wealth Limited Partnership | 10,000 | $125.4K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 10,000 | $125.4K | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 10,019 | $125.6K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 10,103 | $126.7K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,214 | $128.1K | 0.00% | −489−4.6% | Reduced |
| Virtu Financial LLC | 10,315 | $129.0K | 0.01% | +10,315 | New |
| Aureus Asset Management, LLC | 10,781 | $135.2K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 11,049 | $139.0K | 0.00% | +8+0.1% | Added |
| Umb Bank N A | 12,000 | $150.5K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 12,050 | $151.1K | 0.01% | +12,050 | New |
| ArrowMark Colorado Holdings LLC | 12,075 | $151.4K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 12,272 | $154.0K | 0.00% | +272+2.3% | Added |
| Atom Investors LP | 13,369 | $167.6K | 0.04% | +13,369 | New |
| Roundview Capital LLC | 13,397 | $168.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 13,500 | $169.3K | 0.09% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 14,271 | $179.0K | 0.01% | +108+0.8% | Added |
| LPL Financial LLC | 14,674 | $184.0K | 0.00% | −746−4.8% | Reduced |
| Amalgamated Bank | 15,141 | $190.0K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 15,242 | $191.1K | 0.00% | +242+1.6% | Added |
| Ethic Inc. | 15,257 | $191.3K | 0.01% | +15,257 | New |
| Ameritas Investment Partners, Inc. | 15,410 | $193.2K | 0.01% | +2,602+20.3% | Added |
| HighTower Advisors, LLC | 16,501 | $207.0K | 0.00% | +886+5.7% | Added |
| Public Employees Retirement System of Ohio | 17,253 | $216.0K | 0.00% | +159+0.9% | Added |
| Jump Financial, LLC | 17,518 | $219.7K | 0.01% | +17,518 | New |
| Schonfeld Strategic Advisors LLC | 19,113 | $239.7K | 0.00% | +19,113 | New |
| Verdence Capital Advisors LLC | 19,408 | $243.4K | 0.03% | +4,792+32.8% | Added |
| Rockland Trust Co | 19,775 | $248.0K | 0.01% | +525+2.7% | Added |
| Pictet Asset Management Holding SA | 19,788 | $248.1K | 0.00% | +19,788 | New |
| Cabot Wealth Management Inc | 19,933 | $250.0K | 0.04% | 00.0% | Unchanged |
| ProShare Advisors LLC | 20,148 | $252.7K | 0.00% | −24−0.1% | Reduced |
| Keybank National Association | 20,264 | $254.1K | 0.00% | 00.0% | Unchanged |
| BHZ Capital Management, LP | 21,147 | $265.2K | 0.29% | −129,927−86.0% | Reduced |
| Principal Financial Group Inc | 22,928 | $287.5K | 0.00% | +6,460+39.2% | Added |
| Public Employees Retirement Association of Colorado | 24,165 | $303.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 24,780 | $310.0K | 0.18% | +24,780 | New |
| Handelsbanken Fonder AB | 28,900 | $362.0K | 0.00% | 00.0% | Unchanged |
| Single Point Partners, LLC | 152,339 | $366.0K | 0.10% | −4,000−2.6% | Reduced |
| Putnam Investments LLC | 29,840 | $374.2K | 0.00% | −254−0.8% | Reduced |
| Finer Wealth Management, Inc. | 31,563 | $395.8K | 0.32% | +188+0.6% | Added |
| Integrated Wealth Concepts LLC | 32,039 | $401.8K | 0.01% | −5,000−13.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,218 | $416.6K | 0.00% | +6,856+26.0% | Added |
| SEI Investments Co | 33,577 | $421.1K | 0.00% | −1,992−5.6% | Reduced |
| Victory Capital Management Inc | 34,249 | $429.5K | 0.00% | −5,845−14.6% | Reduced |
| Lynch & Associates | 36,000 | $451.4K | 0.12% | −500−1.4% | Reduced |
| O'Rourke & Company, Inc | 36,203 | $454.0K | 0.33% | −506−1.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 36,680 | $460.0K | 0.01% | +20,605+128.2% | Added |
| Two Sigma Advisers, LP | 39,600 | $496.6K | 0.00% | −110,600−73.6% | Reduced |
| Howland Capital Management LLC | 40,000 | $501.6K | 0.03% | −10,000−20.0% | Reduced |
| Moors & Cabot, Inc. | 41,000 | $514.1K | 0.03% | −612−1.5% | Reduced |
| SG Americas Securities, LLC | 41,368 | $519.0K | 0.01% | −2,667−6.1% | Reduced |
| Welch & Forbes LLC | 44,000 | $551.8K | 0.01% | −34,000−43.6% | Reduced |
| State Board of Administration of Florida Retirement System | 44,260 | $555.0K | 0.00% | +230+0.5% | Added |
| Arizona State Retirement System | 45,185 | $566.6K | 0.00% | +611+1.4% | Added |
| Susquehanna International Group, LLP | 47,876 | $600.4K | 0.00% | −29,663−38.3% | Reduced |
| Keeley-Teton Advisors, LLC | 50,000 | $627.0K | 0.09% | −135,500−73.0% | Reduced |
| Citigroup Inc | 50,306 | $630.8K | 0.00% | −105,568−67.7% | Reduced |
| Wells Fargo & Company | 51,136 | $641.2K | 0.00% | −22,314−30.4% | Reduced |
| Enterprise Bank & Trust Co | 55,159 | $691.7K | 0.29% | 00.0% | Unchanged |
| Stifel Financial Corp | 56,000 | $702.2K | 0.00% | +16,373+41.3% | Added |
| SlateStone Wealth, LLC | 56,936 | $714.0K | 0.10% | −2,000−3.4% | Reduced |
| Endeavour Capital Advisors Inc | 56,957 | $714.2K | 0.29% | +15,619+37.8% | Added |