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 |
|---|---|---|---|---|---|
| Lynch & Associates | 36,000 | $511.2K | 0.12% | 00.0% | Unchanged |
| Howland Capital Management LLC | 35,000 | $497.0K | 0.03% | −5,000−12.5% | Reduced |
| SEI Investments Co | 34,816 | $494.4K | 0.00% | +1,239+3.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,218 | $471.7K | 0.00% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 32,003 | $454.0K | 0.29% | −4,200−11.6% | Reduced |
| Finer Wealth Management, Inc. | 31,757 | $450.9K | 0.34% | +194+0.6% | Added |
| Welch & Forbes LLC | 31,500 | $447.3K | 0.01% | −12,500−28.4% | Reduced |
| Putnam Investments LLC | 28,927 | $410.8K | 0.00% | −913−3.1% | Reduced |
| Handelsbanken Fonder AB | 28,900 | $410.0K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 28,125 | $400.0K | 0.02% | +28,125 | New |
| ProShare Advisors LLC | 25,673 | $364.6K | 0.00% | +5,525+27.4% | Added |
| Public Employees Retirement Association of Colorado | 24,165 | $343.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 22,911 | $325.3K | 0.00% | +22,911 | New |
| Integrated Wealth Concepts LLC | 22,039 | $313.0K | 0.01% | −10,000−31.2% | Reduced |
| Victory Capital Management Inc | 21,432 | $304.3K | 0.00% | −12,817−37.4% | Reduced |
| Single Point Partners, LLC | 145,401 | $298.0K | 0.07% | −6,938−4.6% | Reduced |
| LPL Financial LLC | 20,486 | $290.9K | 0.00% | +5,812+39.6% | Added |
| AlphaMark Advisors, LLC | 19,859 | $282.0K | 0.11% | +19,859 | New |
| Pictet Asset Management Holding SA | 19,788 | $281.0K | 0.00% | 00.0% | Unchanged |
| Rockland Trust Co | 19,775 | $280.8K | 0.02% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 19,718 | $280.0K | 0.01% | −122,291−86.1% | Reduced |
| Principal Financial Group Inc | 19,539 | $277.5K | 0.00% | −3,389−14.8% | Reduced |
| Verdence Capital Advisors LLC | 19,316 | $274.3K | 0.03% | −92−0.5% | Reduced |
| HighTower Advisors, LLC | 16,638 | $236.0K | 0.00% | +137+0.8% | Added |
| Whalerock Point Partners, LLC | 16,247 | $230.7K | 0.07% | +16,247 | New |
| Ameritas Investment Partners, Inc. | 16,055 | $228.0K | 0.01% | +645+4.2% | Added |
| Sequoia Financial Advisors, LLC | 15,000 | $213.0K | 0.00% | −242−1.6% | Reduced |
| Landscape Capital Management, L.L.C. | 14,248 | $202.3K | 0.02% | +14,248 | New |
| Keybank National Association | 14,208 | $201.8K | 0.00% | −6,056−29.9% | Reduced |
| Amalgamated Bank | 13,572 | $193.0K | 0.00% | −1,569−10.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 13,500 | $191.7K | 0.10% | 00.0% | Unchanged |
| Roundview Capital LLC | 13,397 | $190.2K | 0.02% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 13,328 | $189.1K | 0.00% | +13,328 | New |
| ArrowMark Colorado Holdings LLC | 12,075 | $171.5K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 12,050 | $171.1K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 12,000 | $170.4K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 11,573 | $164.3K | 0.00% | +11,573 | New |
| MML Investors Services, LLC | 11,058 | $157.0K | 0.00% | +9+0.1% | Added |
| Aureus Asset Management, LLC | 10,781 | $153.1K | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 10,600 | $151.0K | 0.00% | −189,734−94.7% | Reduced |
| Cetera Investment Advisers | 10,234 | $145.3K | 0.00% | +20+0.2% | Added |
| Marble Harbor Investment Counsel, LLC | 10,100 | $143.4K | 0.02% | +10,100 | New |
| 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 |
| Metropolitan Life Insurance Co | 8,977 | $127.5K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 7,764 | $110.2K | 0.00% | −865−10.0% | Reduced |
| Advisor Group Holdings, Inc. | 5,959 | $84.7K | 0.00% | −918−13.3% | Reduced |
| Signaturefd, LLC | 5,922 | $84.1K | 0.00% | −735−11.0% | Reduced |
| Quadrant Capital Group LLC | 5,063 | $71.9K | 0.01% | −1,427−22.0% | Reduced |
| Knott David M Jr | 5,000 | $71.0K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 4,500 | $63.9K | 0.01% | 00.0% | Unchanged |
| Amundi | 3,277 | $46.5K | 0.00% | +3,277 | New |
| Shell Asset Management Co | 2,888 | $41.0K | 0.00% | −855−22.8% | Reduced |
| KBC Group NV | 2,204 | $31.0K | 0.00% | +2,204 | New |
| Northwestern Mutual Wealth Management Co | 2,111 | $30.0K | 0.00% | +2,111 | New |
| Armstrong Advisory Group, Inc | 2,000 | $28.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,580 | $22.4K | 0.00% | −40−2.5% | Reduced |
| US Bancorp | 1,567 | $22.3K | 0.00% | −379−19.5% | Reduced |
| GW&K Investment Management, LLC | 1,500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,383 | $19.6K | 0.00% | −100−6.7% | Reduced |
| Lindbrook Capital, LLC | 1,365 | $19.4K | 0.00% | +206+17.8% | Added |
| Clean Yield Group | 900 | $12.8K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 790 | $11.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 760 | $10.8K | 0.00% | −1,164−60.5% | Reduced |
| Quent Capital, LLC | 667 | $9.47K | 0.00% | −1,833−73.3% | Reduced |
| Farther Finance Advisors, LLC | 622 | $8.83K | 0.00% | +622 | New |
| GAMMA Investing LLC | 437 | $6.10K | 0.00% | +437 | New |
| CWM, LLC | 311 | $4.00K | 0.00% | −64−17.1% | Reduced |
| American Capital Advisory, LLC | 200 | $2.84K | 0.00% | +200 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $2.79K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 168 | $2.39K | 0.00% | +168 | New |
| Kelly Financial Services LLC | 143 | $2.03K | 0.00% | +1+0.7% | Added |
| Capital Advisors, Ltd. LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 153 | $2.00K | 0.00% | +153 | New |
| Global Retirement Partners, LLC | 120 | $1.61K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 100 | $1.42K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 94 | $1.33K | 0.00% | +94 | New |
| Huntington National Bank | 80 | $1.14K | 0.00% | +80 | New |
| JFS Wealth Advisors, LLC | 36 | $512 | 0.00% | −21−36.8% | Reduced |
| SJS Investment Consulting Inc. | 26 | $370 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $171 | 0.00% | +12 | New |
| Hexagon Capital Partners LLC | 9 | $128 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | −4−30.8% | Reduced |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −374,564−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −335,337−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −185,263−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −81,912−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −68,086−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −41,368−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −24,780−100.0% | Sold out |
| BHZ Capital Management, LP | 0 | $0 | 0.00% | −21,147−100.0% | Sold out |
| Cabot Wealth Management Inc | 0 | $0 | 0.00% | −19,933−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −19,113−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −17,518−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −15,257−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −13,369−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −12,272−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,315−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −10,103−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −10,019−100.0% | Sold out |