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, Q1 2024
Institutional positions in Eastern Bankshares, Inc. as of Mar 31, 2024. 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
- 194
- +13 vs. Q4 2023
- Shares held
- 115.8M
- +4.37M (+3.9%) vs. Q4 2023
- Total value
- $1.59B
- +$13.4M (+0.8%) vs. Q4 2023
- New holders
- 30
- 48 more added
- Sold out
- 17
- 67 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Eastern Bankshares, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $14 | 0.00% | +1 | New |
| Rothschild Investment LLC | 10 | $138 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $166 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $345 | 0.00% | −1−3.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32 | $440 | 0.00% | +32 | New |
| JFS Wealth Advisors, LLC | 36 | $497 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 66 | $910 | 0.00% | −7,698−99.1% | Reduced |
| Smartleaf Asset Management LLC | 83 | $1.14K | 0.00% | +83 | New |
| Private Wealth Management Group, LLC | 94 | $1.30K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 99 | $1.36K | 0.00% | +99 | New |
| Wolverine Asset Management LLC | 100 | $1.38K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 120 | $1.65K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 157 | $1.97K | 0.00% | +157 | New |
| Kelly Financial Services LLC | 144 | $1.99K | 0.00% | +1+0.7% | Added |
| Capital Advisors, Ltd. LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 314 | $4.00K | 0.00% | +3+1.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 345 | $4.47K | 0.00% | +145+72.5% | Added |
| GAMMA Investing LLC | 437 | $6.02K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 483 | $6.48K | 0.00% | −139−22.3% | Reduced |
| Quent Capital, LLC | 667 | $9.19K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 760 | $10.5K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 790 | $10.9K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 900 | $12.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 940 | $13.0K | 0.00% | +940 | New |
| Lindbrook Capital, LLC | 1,128 | $15.5K | 0.00% | −237−17.4% | Reduced |
| Allworth Financial LP | 1,371 | $18.9K | 0.00% | −12−0.9% | Reduced |
| GW&K Investment Management, LLC | 1,500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,543 | $21.3K | 0.00% | −43,587−96.6% | Reduced |
| Nisa Investment Advisors, LLC | 1,580 | $21.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,814 | $25.0K | 0.00% | +247+15.8% | Added |
| Armstrong Advisory Group, Inc | 2,000 | $28.4K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,705 | $38.0K | 0.00% | −183−6.3% | Reduced |
| Amundi | 3,277 | $45.1K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 3,920 | $54.0K | 0.00% | +1,716+77.9% | Added |
| Baldwin Brothers Inc | 4,500 | $62.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,867 | $67.1K | 0.00% | −1,092−18.3% | Reduced |
| Quadrant Capital Group LLC | 4,979 | $68.6K | 0.01% | −84−1.7% | Reduced |
| Knott David M Jr | 5,000 | $69.0K | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 5,273 | $73.0K | 0.00% | −8,299−61.1% | Reduced |
| Signaturefd, LLC | 5,922 | $81.6K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 8,524 | $117.5K | 0.01% | −453−5.0% | Reduced |
| SG Americas Securities, LLC | 9,136 | $126.0K | 0.00% | +9,136 | New |
| FineMark National Bank & Trust | 10,000 | $137.8K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 10,000 | $137.8K | 0.09% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 10,000 | $137.8K | 0.02% | +10,000 | New |
| Capula Management Ltd | 10,291 | $141.8K | 0.00% | +10,291 | New |
| Flagship Harbor Advisors, LLC | 10,600 | $146.1K | 0.01% | +10,600 | New |
| Aureus Asset Management, LLC | 10,781 | $148.6K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 11,067 | $152.0K | 0.00% | +9+0.1% | Added |
| Axq Capital, LP | 11,099 | $152.9K | 0.04% | +11,099 | New |
| Two Sigma Advisers, LP | 11,400 | $157.1K | 0.00% | −27,700−70.8% | Reduced |
| Quadrature Capital Ltd | 11,655 | $160.3K | 0.00% | −1,673−12.6% | Reduced |
| Umb Bank N A | 12,000 | $165.4K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 13,700 | $172.9K | 0.00% | −30,560−69.0% | Reduced |
| Roundview Capital LLC | 13,397 | $184.6K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 13,500 | $186.0K | 0.09% | 00.0% | Unchanged |
| Cetera Investment Advisers | 14,109 | $194.4K | 0.00% | +3,875+37.9% | Added |
| Guggenheim Capital LLC | 14,836 | $204.4K | 0.00% | +14,836 | New |
| Teza Capital Management LLC | 14,882 | $205.1K | 0.03% | +14,882 | New |
| Sequoia Financial Advisors, LLC | 15,000 | $206.7K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 16,013 | $220.7K | 0.02% | +1,765+12.4% | Added |
| Ameritas Investment Partners, Inc. | 16,055 | $221.2K | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 16,496 | $227.3K | 0.01% | −90,348−84.6% | Reduced |
| HighTower Advisors, LLC | 16,713 | $231.0K | 0.00% | +75+0.5% | Added |
| Principal Financial Group Inc | 17,799 | $245.3K | 0.00% | −1,740−8.9% | Reduced |
| LPL Financial LLC | 18,807 | $259.2K | 0.00% | −1,679−8.2% | Reduced |
| Verdence Capital Advisors LLC | 19,032 | $262.3K | 0.02% | −284−1.5% | Reduced |
| Rockland Trust Co | 19,275 | $265.6K | 0.01% | −500−2.5% | Reduced |
| Welch & Forbes LLC | 19,700 | $271.5K | 0.00% | −11,800−37.5% | Reduced |
| Freestone Capital Holdings, LLC | 19,718 | $271.7K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 19,788 | $272.7K | 0.00% | 00.0% | Unchanged |
| Single Point Partners, LLC | 145,401 | $293.0K | 0.07% | 00.0% | Unchanged |
| Keybank National Association | 21,652 | $298.4K | 0.00% | +7,444+52.4% | Added |
| HSBC Holdings PLC | 22,106 | $304.5K | 0.00% | +22,106 | New |
| Cambridge Trust Co | 23,925 | $329.7K | 0.01% | +23,925 | New |
| Public Employees Retirement Association of Colorado | 24,165 | $333.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 24,953 | $343.9K | 0.01% | +24,953 | New |
| ProShare Advisors LLC | 27,866 | $384.0K | 0.00% | +2,193+8.5% | Added |
| Finer Wealth Management, Inc. | 27,971 | $385.4K | 0.25% | −3,786−11.9% | Reduced |
| Handelsbanken Fonder AB | 28,900 | $398.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 30,872 | $425.4K | 0.00% | +30,872 | New |
| Brevan Howard Capital Management LP | 31,201 | $429.9K | 0.04% | +31,201 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 31,253 | $430.7K | 0.00% | +31,253 | New |
| Victory Capital Management Inc | 31,600 | $435.4K | 0.00% | +10,168+47.4% | Added |
| O'Rourke & Company, Inc | 32,003 | $441.0K | 0.26% | 00.0% | Unchanged |
| Lynch & Associates | 35,000 | $482.3K | 0.11% | −1,000−2.8% | Reduced |
| Howland Capital Management LLC | 35,000 | $482.3K | 0.02% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 35,025 | $482.6K | 0.13% | +18,778+115.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,305 | $500.3K | 0.00% | +3,087+9.3% | Added |
| D. E. Shaw & Co., Inc. | 37,234 | $513.1K | 0.00% | +14,323+62.5% | Added |
| Integrated Wealth Concepts LLC | 38,289 | $527.6K | 0.01% | +16,250+73.7% | Added |
| Cornercap Investment Counsel Inc | 38,623 | $532.2K | 0.08% | 00.0% | Unchanged |
| Stifel Financial Corp | 39,500 | $544.3K | 0.00% | −15,610−28.3% | Reduced |
| Moors & Cabot, Inc. | 41,042 | $565.6K | 0.03% | +42+0.1% | Added |
| SEI Investments Co | 41,330 | $569.5K | 0.00% | +6,514+18.7% | Added |
| Arizona State Retirement System | 43,638 | $601.3K | 0.00% | −737−1.7% | Reduced |
| Mariner, LLC | 45,348 | $624.9K | 0.00% | +45,348 | New |
| Keeley-Teton Advisors, LLC | 50,000 | $689.0K | 0.08% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 50,074 | $690.0K | 0.02% | +50,074 | New |