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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 39,500 | $544.3K | 0.00% | −15,610−28.3% | Reduced |
| Cornercap Investment Counsel Inc | 38,623 | $532.2K | 0.08% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 38,289 | $527.6K | 0.01% | +16,250+73.7% | Added |
| D. E. Shaw & Co., Inc. | 37,234 | $513.1K | 0.00% | +14,323+62.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,305 | $500.3K | 0.00% | +3,087+9.3% | Added |
| Whalerock Point Partners, LLC | 35,025 | $482.6K | 0.13% | +18,778+115.6% | Added |
| 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 |
| O'Rourke & Company, Inc | 32,003 | $441.0K | 0.26% | 00.0% | Unchanged |
| Victory Capital Management Inc | 31,600 | $435.4K | 0.00% | +10,168+47.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 31,253 | $430.7K | 0.00% | +31,253 | New |
| Brevan Howard Capital Management LP | 31,201 | $429.9K | 0.04% | +31,201 | New |
| Franklin Resources Inc | 30,872 | $425.4K | 0.00% | +30,872 | New |
| Handelsbanken Fonder AB | 28,900 | $398.0K | 0.00% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 27,971 | $385.4K | 0.25% | −3,786−11.9% | Reduced |
| ProShare Advisors LLC | 27,866 | $384.0K | 0.00% | +2,193+8.5% | Added |
| Jump Financial, LLC | 24,953 | $343.9K | 0.01% | +24,953 | New |
| Public Employees Retirement Association of Colorado | 24,165 | $333.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 23,925 | $329.7K | 0.01% | +23,925 | New |
| HSBC Holdings PLC | 22,106 | $304.5K | 0.00% | +22,106 | New |
| Keybank National Association | 21,652 | $298.4K | 0.00% | +7,444+52.4% | Added |
| Single Point Partners, LLC | 145,401 | $293.0K | 0.07% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 19,788 | $272.7K | 0.00% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 19,718 | $271.7K | 0.01% | 00.0% | Unchanged |
| Welch & Forbes LLC | 19,700 | $271.5K | 0.00% | −11,800−37.5% | Reduced |
| Rockland Trust Co | 19,275 | $265.6K | 0.01% | −500−2.5% | Reduced |
| Verdence Capital Advisors LLC | 19,032 | $262.3K | 0.02% | −284−1.5% | Reduced |
| LPL Financial LLC | 18,807 | $259.2K | 0.00% | −1,679−8.2% | Reduced |
| Principal Financial Group Inc | 17,799 | $245.3K | 0.00% | −1,740−8.9% | Reduced |
| HighTower Advisors, LLC | 16,713 | $231.0K | 0.00% | +75+0.5% | Added |
| Edgestream Partners, L.P. | 16,496 | $227.3K | 0.01% | −90,348−84.6% | Reduced |
| Ameritas Investment Partners, Inc. | 16,055 | $221.2K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 16,013 | $220.7K | 0.02% | +1,765+12.4% | Added |
| Sequoia Financial Advisors, LLC | 15,000 | $206.7K | 0.00% | 00.0% | Unchanged |
| Teza Capital Management LLC | 14,882 | $205.1K | 0.03% | +14,882 | New |
| Guggenheim Capital LLC | 14,836 | $204.4K | 0.00% | +14,836 | New |
| Cetera Investment Advisers | 14,109 | $194.4K | 0.00% | +3,875+37.9% | Added |
| Caldwell Sutter Capital, Inc. | 13,500 | $186.0K | 0.09% | 00.0% | Unchanged |
| Roundview Capital LLC | 13,397 | $184.6K | 0.02% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 13,700 | $172.9K | 0.00% | −30,560−69.0% | Reduced |
| Umb Bank N A | 12,000 | $165.4K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 11,655 | $160.3K | 0.00% | −1,673−12.6% | Reduced |
| Two Sigma Advisers, LP | 11,400 | $157.1K | 0.00% | −27,700−70.8% | Reduced |
| Axq Capital, LP | 11,099 | $152.9K | 0.04% | +11,099 | New |
| MML Investors Services, LLC | 11,067 | $152.0K | 0.00% | +9+0.1% | Added |
| Aureus Asset Management, LLC | 10,781 | $148.6K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 10,600 | $146.1K | 0.01% | +10,600 | New |
| Capula Management Ltd | 10,291 | $141.8K | 0.00% | +10,291 | 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 |
| SG Americas Securities, LLC | 9,136 | $126.0K | 0.00% | +9,136 | New |
| Metropolitan Life Insurance Co | 8,524 | $117.5K | 0.01% | −453−5.0% | Reduced |
| Signaturefd, LLC | 5,922 | $81.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,273 | $73.0K | 0.00% | −8,299−61.1% | Reduced |
| Knott David M Jr | 5,000 | $69.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,979 | $68.6K | 0.01% | −84−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 4,867 | $67.1K | 0.00% | −1,092−18.3% | Reduced |
| Baldwin Brothers Inc | 4,500 | $62.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 3,920 | $54.0K | 0.00% | +1,716+77.9% | Added |
| Amundi | 3,277 | $45.1K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,705 | $38.0K | 0.00% | −183−6.3% | Reduced |
| Armstrong Advisory Group, Inc | 2,000 | $28.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,814 | $25.0K | 0.00% | +247+15.8% | Added |
| Nisa Investment Advisors, LLC | 1,580 | $21.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,543 | $21.3K | 0.00% | −43,587−96.6% | Reduced |
| GW&K Investment Management, LLC | 1,500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,371 | $18.9K | 0.00% | −12−0.9% | Reduced |
| Lindbrook Capital, LLC | 1,128 | $15.5K | 0.00% | −237−17.4% | Reduced |
| The PNC Financial Services Group, Inc. | 940 | $13.0K | 0.00% | +940 | New |
| Clean Yield Group | 900 | $12.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 790 | $10.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 760 | $10.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 667 | $9.19K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 483 | $6.48K | 0.00% | −139−22.3% | Reduced |
| GAMMA Investing LLC | 437 | $6.02K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 345 | $4.47K | 0.00% | +145+72.5% | Added |
| CWM, LLC | 314 | $4.00K | 0.00% | +3+1.0% | Added |
| Capital Advisors, Ltd. LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 144 | $1.99K | 0.00% | +1+0.7% | Added |
| EverSource Wealth Advisors, LLC | 157 | $1.97K | 0.00% | +157 | New |
| Global Retirement Partners, LLC | 120 | $1.65K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 100 | $1.38K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 99 | $1.36K | 0.00% | +99 | New |
| Private Wealth Management Group, LLC | 94 | $1.30K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 83 | $1.14K | 0.00% | +83 | New |
| Russell Investments Group, Ltd. | 66 | $910 | 0.00% | −7,698−99.1% | Reduced |
| JFS Wealth Advisors, LLC | 36 | $497 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32 | $440 | 0.00% | +32 | New |
| SJS Investment Consulting Inc. | 25 | $345 | 0.00% | −1−3.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $166 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $138 | 0.00% | +10 | New |
| Assetmark, Inc | 1 | $14 | 0.00% | +1 | New |
| Covestor Ltd | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,170,837−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −196,500−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −47,052−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −36,800−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −28,125−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −19,859−100.0% | Sold out |