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, Q4 2023
Institutional positions in Eastern Bankshares, Inc. as of Dec 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
- 183
- +4 vs. Q3 2023
- Shares held
- 111.5M
- +4.64M (+4.3%) vs. Q3 2023
- Total value
- $1.58B
- +$242.0M (+18.1%) vs. Q3 2023
- New holders
- 29
- 62 more added
- Sold out
- 25
- 52 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Eastern Bankshares, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 9 | $0 | 0.00% | −4−30.8% | Reduced |
| Hexagon Capital Partners LLC | 9 | $128 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $171 | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 26 | $370 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 36 | $512 | 0.00% | −21−36.8% | Reduced |
| Huntington National Bank | 80 | $1.14K | 0.00% | +80 | New |
| Private Wealth Management Group, LLC | 94 | $1.33K | 0.00% | +94 | New |
| Wolverine Asset Management LLC | 100 | $1.42K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 120 | $1.61K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 153 | $2.00K | 0.00% | +153 | New |
| Kelly Financial Services LLC | 143 | $2.03K | 0.00% | +1+0.7% | Added |
| Robeco Institutional Asset Management B.V. | 168 | $2.39K | 0.00% | +168 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $2.79K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 200 | $2.84K | 0.00% | +200 | New |
| CWM, LLC | 311 | $4.00K | 0.00% | −64−17.1% | Reduced |
| GAMMA Investing LLC | 437 | $6.10K | 0.00% | +437 | New |
| Farther Finance Advisors, LLC | 622 | $8.83K | 0.00% | +622 | New |
| Quent Capital, LLC | 667 | $9.47K | 0.00% | −1,833−73.3% | Reduced |
| Parallel Advisors, LLC | 760 | $10.8K | 0.00% | −1,164−60.5% | Reduced |
| Nomura Asset Management Co Ltd | 790 | $11.2K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 900 | $12.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,365 | $19.4K | 0.00% | +206+17.8% | Added |
| Allworth Financial LP | 1,383 | $19.6K | 0.00% | −100−6.7% | Reduced |
| GW&K Investment Management, LLC | 1,500 | $21.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,567 | $22.3K | 0.00% | −379−19.5% | Reduced |
| Nisa Investment Advisors, LLC | 1,580 | $22.4K | 0.00% | −40−2.5% | Reduced |
| Armstrong Advisory Group, Inc | 2,000 | $28.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,111 | $30.0K | 0.00% | +2,111 | New |
| KBC Group NV | 2,204 | $31.0K | 0.00% | +2,204 | New |
| Shell Asset Management Co | 2,888 | $41.0K | 0.00% | −855−22.8% | Reduced |
| Amundi | 3,277 | $46.5K | 0.00% | +3,277 | New |
| Baldwin Brothers Inc | 4,500 | $63.9K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 5,000 | $71.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,063 | $71.9K | 0.01% | −1,427−22.0% | Reduced |
| Signaturefd, LLC | 5,922 | $84.1K | 0.00% | −735−11.0% | Reduced |
| Advisor Group Holdings, Inc. | 5,959 | $84.7K | 0.00% | −918−13.3% | Reduced |
| Russell Investments Group, Ltd. | 7,764 | $110.2K | 0.00% | −865−10.0% | Reduced |
| Metropolitan Life Insurance Co | 8,977 | $127.5K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 10,000 | $142.0K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 10,000 | $142.0K | 0.09% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 10,100 | $143.4K | 0.02% | +10,100 | New |
| Cetera Investment Advisers | 10,234 | $145.3K | 0.00% | +20+0.2% | Added |
| Thrivent Financial for Lutherans | 10,600 | $151.0K | 0.00% | −189,734−94.7% | Reduced |
| Aureus Asset Management, LLC | 10,781 | $153.1K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 11,058 | $157.0K | 0.00% | +9+0.1% | Added |
| Mackenzie Financial Corp | 11,573 | $164.3K | 0.00% | +11,573 | New |
| Umb Bank N A | 12,000 | $170.4K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 12,050 | $171.1K | 0.01% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 12,075 | $171.5K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 13,328 | $189.1K | 0.00% | +13,328 | New |
| Roundview Capital LLC | 13,397 | $190.2K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 13,500 | $191.7K | 0.10% | 00.0% | Unchanged |
| Amalgamated Bank | 13,572 | $193.0K | 0.00% | −1,569−10.4% | Reduced |
| Keybank National Association | 14,208 | $201.8K | 0.00% | −6,056−29.9% | Reduced |
| Landscape Capital Management, L.L.C. | 14,248 | $202.3K | 0.02% | +14,248 | New |
| Sequoia Financial Advisors, LLC | 15,000 | $213.0K | 0.00% | −242−1.6% | Reduced |
| Ameritas Investment Partners, Inc. | 16,055 | $228.0K | 0.01% | +645+4.2% | Added |
| Whalerock Point Partners, LLC | 16,247 | $230.7K | 0.07% | +16,247 | New |
| HighTower Advisors, LLC | 16,638 | $236.0K | 0.00% | +137+0.8% | Added |
| Verdence Capital Advisors LLC | 19,316 | $274.3K | 0.03% | −92−0.5% | Reduced |
| Principal Financial Group Inc | 19,539 | $277.5K | 0.00% | −3,389−14.8% | Reduced |
| Freestone Capital Holdings, LLC | 19,718 | $280.0K | 0.01% | −122,291−86.1% | Reduced |
| Rockland Trust Co | 19,775 | $280.8K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 19,788 | $281.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 19,859 | $282.0K | 0.11% | +19,859 | New |
| LPL Financial LLC | 20,486 | $290.9K | 0.00% | +5,812+39.6% | Added |
| Single Point Partners, LLC | 145,401 | $298.0K | 0.07% | −6,938−4.6% | Reduced |
| Victory Capital Management Inc | 21,432 | $304.3K | 0.00% | −12,817−37.4% | Reduced |
| Integrated Wealth Concepts LLC | 22,039 | $313.0K | 0.01% | −10,000−31.2% | Reduced |
| D. E. Shaw & Co., Inc. | 22,911 | $325.3K | 0.00% | +22,911 | New |
| Public Employees Retirement Association of Colorado | 24,165 | $343.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 25,673 | $364.6K | 0.00% | +5,525+27.4% | Added |
| Picton Mahoney Asset Management | 28,125 | $400.0K | 0.02% | +28,125 | New |
| Handelsbanken Fonder AB | 28,900 | $410.0K | 0.00% | 00.0% | Unchanged |
| Putnam Investments LLC | 28,927 | $410.8K | 0.00% | −913−3.1% | Reduced |
| Welch & Forbes LLC | 31,500 | $447.3K | 0.01% | −12,500−28.4% | Reduced |
| Finer Wealth Management, Inc. | 31,757 | $450.9K | 0.34% | +194+0.6% | Added |
| O'Rourke & Company, Inc | 32,003 | $454.0K | 0.29% | −4,200−11.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,218 | $471.7K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 34,816 | $494.4K | 0.00% | +1,239+3.7% | Added |
| Howland Capital Management LLC | 35,000 | $497.0K | 0.03% | −5,000−12.5% | Reduced |
| Lynch & Associates | 36,000 | $511.2K | 0.12% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 36,800 | $523.0K | 0.01% | +36,800 | New |
| Cornercap Investment Counsel Inc | 38,623 | $548.4K | 0.09% | +38,623 | New |
| Two Sigma Advisers, LP | 39,100 | $555.2K | 0.00% | −500−1.3% | Reduced |
| Moors & Cabot, Inc. | 41,000 | $582.2K | 0.04% | 00.0% | Unchanged |
| Walleye Capital LLC | 41,268 | $586.0K | 0.01% | +41,268 | New |
| First Trust Advisors LP | 43,178 | $613.1K | 0.00% | +43,178 | New |
| State Board of Administration of Florida Retirement System | 44,260 | $628.5K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 44,375 | $630.1K | 0.00% | −810−1.8% | Reduced |
| Tower Research Capital LLC (TRC) | 45,130 | $640.8K | 0.01% | +40,656+908.7% | Added |
| Nierenberg Investment Management Company, Inc. | 46,088 | $654.5K | 0.41% | +46,088 | New |
| PDT Partners, LLC | 47,052 | $668.1K | 0.07% | +47,052 | New |
| Steward Partners Investment Advisory, LLC | 47,350 | $672.4K | 0.01% | +10,670+29.1% | Added |
| Keeley-Teton Advisors, LLC | 50,000 | $710.0K | 0.09% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 54,729 | $777.2K | 0.06% | +40,458+283.5% | Added |
| Stifel Financial Corp | 55,110 | $782.6K | 0.00% | −890−1.6% | Reduced |
| Enterprise Bank & Trust Co | 55,159 | $783.3K | 0.28% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 56,936 | $808.0K | 0.10% | 00.0% | Unchanged |