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 |
|---|---|---|---|---|---|
| SEI Investments Co | 33,577 | $421.1K | 0.00% | −1,992−5.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,218 | $416.6K | 0.00% | +6,856+26.0% | Added |
| Integrated Wealth Concepts LLC | 32,039 | $401.8K | 0.01% | −5,000−13.5% | Reduced |
| Finer Wealth Management, Inc. | 31,563 | $395.8K | 0.32% | +188+0.6% | Added |
| Putnam Investments LLC | 29,840 | $374.2K | 0.00% | −254−0.8% | Reduced |
| Single Point Partners, LLC | 152,339 | $366.0K | 0.10% | −4,000−2.6% | Reduced |
| Handelsbanken Fonder AB | 28,900 | $362.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 24,780 | $310.0K | 0.18% | +24,780 | New |
| Public Employees Retirement Association of Colorado | 24,165 | $303.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 22,928 | $287.5K | 0.00% | +6,460+39.2% | Added |
| BHZ Capital Management, LP | 21,147 | $265.2K | 0.29% | −129,927−86.0% | Reduced |
| Keybank National Association | 20,264 | $254.1K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 20,148 | $252.7K | 0.00% | −24−0.1% | Reduced |
| Cabot Wealth Management Inc | 19,933 | $250.0K | 0.04% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 19,788 | $248.1K | 0.00% | +19,788 | New |
| Rockland Trust Co | 19,775 | $248.0K | 0.01% | +525+2.7% | Added |
| Verdence Capital Advisors LLC | 19,408 | $243.4K | 0.03% | +4,792+32.8% | Added |
| Schonfeld Strategic Advisors LLC | 19,113 | $239.7K | 0.00% | +19,113 | New |
| Jump Financial, LLC | 17,518 | $219.7K | 0.01% | +17,518 | New |
| Public Employees Retirement System of Ohio | 17,253 | $216.0K | 0.00% | +159+0.9% | Added |
| HighTower Advisors, LLC | 16,501 | $207.0K | 0.00% | +886+5.7% | Added |
| Ameritas Investment Partners, Inc. | 15,410 | $193.2K | 0.01% | +2,602+20.3% | Added |
| Ethic Inc. | 15,257 | $191.3K | 0.01% | +15,257 | New |
| Sequoia Financial Advisors, LLC | 15,242 | $191.1K | 0.00% | +242+1.6% | Added |
| Amalgamated Bank | 15,141 | $190.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 14,674 | $184.0K | 0.00% | −746−4.8% | Reduced |
| Baystate Wealth Management LLC | 14,271 | $179.0K | 0.01% | +108+0.8% | Added |
| Caldwell Sutter Capital, Inc. | 13,500 | $169.3K | 0.09% | 00.0% | Unchanged |
| Roundview Capital LLC | 13,397 | $168.0K | 0.02% | 00.0% | Unchanged |
| Atom Investors LP | 13,369 | $167.6K | 0.04% | +13,369 | New |
| Teacher Retirement System of Texas | 12,272 | $154.0K | 0.00% | +272+2.3% | Added |
| ArrowMark Colorado Holdings LLC | 12,075 | $151.4K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 12,050 | $151.1K | 0.01% | +12,050 | New |
| Umb Bank N A | 12,000 | $150.5K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 11,049 | $139.0K | 0.00% | +8+0.1% | Added |
| Aureus Asset Management, LLC | 10,781 | $135.2K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 10,315 | $129.0K | 0.01% | +10,315 | New |
| Cetera Investment Advisers | 10,214 | $128.1K | 0.00% | −489−4.6% | Reduced |
| Cresset Asset Management, LLC | 10,103 | $126.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 10,019 | $125.6K | 0.02% | 00.0% | Unchanged |
| 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 |
| Metropolitan Life Insurance Co | 8,977 | $112.6K | 0.01% | +265+3.0% | Added |
| PRW Wealth Management LLC | 10,000 | $112.0K | 0.04% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 8,629 | $108.2K | 0.00% | −9,869−53.4% | Reduced |
| Advisor Group Holdings, Inc. | 6,877 | $86.3K | 0.00% | +1,011+17.2% | Added |
| Signaturefd, LLC | 6,657 | $83.5K | 0.00% | −169−2.5% | Reduced |
| Quadrant Capital Group LLC | 6,490 | $81.4K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 5,000 | $63.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 4,500 | $56.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,474 | $56.1K | 0.00% | +1,044+30.4% | Added |
| Shell Asset Management Co | 3,743 | $47.0K | 0.00% | −57−1.5% | Reduced |
| Group One Trading, L.P. | 3,090 | $38.7K | 0.00% | −8,208−72.7% | Reduced |
| Quent Capital, LLC | 2,500 | $31.4K | 0.00% | +1,250+100.0% | Added |
| Armstrong Advisory Group, Inc | 2,000 | $25.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,946 | $24.4K | 0.00% | +80+4.3% | Added |
| Parallel Advisors, LLC | 1,924 | $24.1K | 0.00% | +691+56.0% | Added |
| Nisa Investment Advisors, LLC | 1,620 | $20.3K | 0.00% | +10+0.6% | Added |
| GW&K Investment Management, LLC | 1,500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,483 | $18.6K | 0.00% | +101+7.3% | Added |
| Lindbrook Capital, LLC | 1,159 | $14.5K | 0.00% | −231−16.6% | Reduced |
| Clean Yield Group | 900 | $11.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 790 | $9.91K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 414 | $5.19K | 0.00% | +44+11.9% | Added |
| CWM, LLC | 375 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 185 | $2.32K | 0.00% | +185 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $2.27K | 0.00% | +200 | New |
| Kelly Financial Services LLC | 142 | $1.78K | 0.00% | +142 | New |
| Global Retirement Partners, LLC | 120 | $1.42K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 100 | $1.25K | 0.00% | +100 | New |
| Manchester Capital Management LLC | 97 | $1.22K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 112 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 91 | $1.00K | 0.00% | +91 | New |
| Bell Investment Advisors, Inc | 61 | $765 | 0.00% | −10−14.1% | Reduced |
| JFS Wealth Advisors, LLC | 57 | $715 | 0.00% | +15+35.7% | Added |
| SJS Investment Consulting Inc. | 26 | $327 | 0.00% | +5+23.8% | Added |
| Glassman Wealth Services | 11 | $138 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 10 | $126 | 0.00% | +10 | New |
| Hexagon Capital Partners LLC | 9 | $113 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $0 | 0.00% | −14,337−99.9% | Reduced |
| Bank of Montreal | 0 | $0 | 0.00% | −303,079−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −196,500−100.0% | Sold out |
| RE Advisers Corp | 0 | $0 | 0.00% | −195,300−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −77,181−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −75,363−100.0% | Sold out |
| Private Capital Management, LLC | 0 | $0 | 0.00% | −71,636−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −45,750−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −32,388−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −27,263−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −24,059−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −13,248−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −11,859−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −692−100.0% | Sold out |
| Hall Laurie J Trustee | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Silicon Valley Capital Partners | 0 | $0 | 0.00% | 0 | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |