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, Q2 2024
Institutional positions in Eastern Bankshares, Inc. as of Jun 30, 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
- 196
- +5 vs. Q1 2024
- Shares held
- 119.4M
- +3.86M (+3.3%) vs. Q1 2024
- Total value
- $1.67B
- +$77.3M (+4.9%) vs. Q1 2024
- New holders
- 30
- 82 more added
- Sold out
- 25
- 52 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Eastern Bankshares, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 9 | $0 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $210 | 0.00% | +3+25.0% | Added |
| Rothschild Investment LLC | 20 | $280 | 0.00% | +10+100.0% | Added |
| SJS Investment Consulting Inc. | 25 | $350 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 36 | $504 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 94 | $1.31K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 100 | $1.40K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 123 | $1.72K | 0.00% | +3+2.5% | Added |
| Capital Advisors, Ltd. LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 153 | $2.11K | 0.00% | +153 | New |
| EverSource Wealth Advisors, LLC | 127 | $2.11K | 0.00% | −30−19.1% | Reduced |
| American Capital Advisory, LLC | 200 | $2.84K | 0.00% | +200 | New |
| Smartleaf Asset Management LLC | 250 | $3.38K | 0.00% | +167+201.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 345 | $5.57K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 396 | $6.00K | 0.00% | +82+26.1% | Added |
| GAMMA Investing LLC | 469 | $6.56K | 0.00% | +32+7.3% | Added |
| Farther Finance Advisors, LLC | 493 | $6.81K | 0.00% | +10+2.1% | Added |
| Quent Capital, LLC | 667 | $9.32K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 685 | $9.58K | 0.00% | +685 | New |
| Simplex Trading, LLC | 758 | $10.0K | 0.00% | +758 | New |
| Parallel Advisors, LLC | 737 | $10.3K | 0.00% | −23−3.0% | Reduced |
| Nomura Asset Management Co Ltd | 790 | $11.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 900 | $12.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,157 | $16.2K | 0.00% | +29+2.6% | Added |
| Nisa Investment Advisors, LLC | 1,612 | $22.5K | 0.00% | +32+2.0% | Added |
| 1620 Investment Advisors, Inc. | 1,661 | $23.2K | 0.02% | +1,661 | New |
| US Bancorp | 1,688 | $23.6K | 0.00% | −126−6.9% | Reduced |
| Allworth Financial LP | 1,519 | $24.7K | 0.00% | +148+10.8% | Added |
| Sachetta, LLC | 2,521 | $41.8K | 0.02% | +2,521 | New |
| Amundi | 3,284 | $45.9K | 0.00% | +7+0.2% | Added |
| Russell Investments Group, Ltd. | 3,804 | $53.2K | 0.00% | +3,738+5,663.6% | Added |
| Quadrant Capital Group LLC | 4,363 | $61.0K | 0.00% | −616−12.4% | Reduced |
| Signaturefd, LLC | 4,392 | $61.4K | 0.00% | −1,530−25.8% | Reduced |
| Baldwin Brothers Inc | 4,500 | $62.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,565 | $63.9K | 0.00% | −302−6.2% | Reduced |
| Knott David M Jr | 5,000 | $70.0K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,040 | $70.5K | 0.00% | +4,100+436.2% | Added |
| Amalgamated Bank | 5,445 | $76.0K | 0.00% | +172+3.3% | Added |
| KBC Group NV | 5,455 | $76.0K | 0.00% | +1,535+39.2% | Added |
| Innealta Capital, LLC | 6,085 | $85.1K | 0.03% | +6,085 | New |
| FineMark National Bank & Trust | 10,000 | $139.8K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 10,000 | $139.8K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 10,000 | $139.8K | 0.08% | 00.0% | Unchanged |
| Bank of Montreal | 10,201 | $142.6K | 0.00% | +10,201 | New |
| Graham Capital Management, L.P. | 10,379 | $145.1K | 0.01% | −39,695−79.3% | Reduced |
| Cetera Investment Advisers | 10,629 | $148.6K | 0.00% | −3,480−24.7% | Reduced |
| Profund Advisors LLC | 10,694 | $149.5K | 0.01% | +10,694 | New |
| Aureus Asset Management, LLC | 10,781 | $150.7K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 11,212 | $157.0K | 0.00% | +145+1.3% | Added |
| Umb Bank N A | 12,000 | $167.8K | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 12,943 | $180.9K | 0.00% | +12,943 | New |
| Roundview Capital LLC | 13,397 | $187.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 13,500 | $188.7K | 0.09% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 14,264 | $199.4K | 0.00% | −572−3.9% | Reduced |
| Sequoia Financial Advisors, LLC | 15,037 | $210.2K | 0.00% | +37+0.2% | Added |
| Ameritas Investment Partners, Inc. | 15,228 | $212.9K | 0.01% | −827−5.2% | Reduced |
| Principal Financial Group Inc | 15,240 | $213.1K | 0.00% | −2,559−14.4% | Reduced |
| Algert Global LLC | 15,985 | $223.5K | 0.01% | +15,985 | New |
| Landscape Capital Management, L.L.C. | 16,183 | $226.2K | 0.02% | +170+1.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 16,279 | $227.6K | 0.05% | +16,279 | New |
| HighTower Advisors, LLC | 16,804 | $235.0K | 0.00% | +91+0.5% | Added |
| HSBC Holdings PLC | 17,523 | $243.0K | 0.00% | −4,583−20.7% | Reduced |
| Diversified Trust Co | 17,495 | $244.6K | 0.01% | +17,495 | New |
| Atria Investments LLC | 17,865 | $249.7K | 0.00% | +17,865 | New |
| State of Wyoming | 18,742 | $262.0K | 0.04% | +18,742 | New |
| LPL Financial LLC | 18,764 | $262.3K | 0.00% | −43−0.2% | Reduced |
| Public Employees Retirement Association of Colorado | 18,789 | $263.0K | 0.00% | −5,376−22.2% | Reduced |
| Verdence Capital Advisors LLC | 19,411 | $271.4K | 0.02% | +379+2.0% | Added |
| CIBC Private Wealth Group, LLC | 20,000 | $274.0K | 0.00% | +20,000 | New |
| Pictet Asset Management Holding SA | 19,788 | $276.6K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 20,774 | $290.4K | 0.00% | −7,092−25.5% | Reduced |
| Single Point Partners, LLC | 145,401 | $295.0K | 0.51% | 00.0% | Unchanged |
| Keybank National Association | 21,969 | $307.1K | 0.00% | +317+1.5% | Added |
| O'Rourke & Company, Inc | 25,503 | $357.0K | 0.20% | −6,500−20.3% | Reduced |
| Franklin Resources Inc | 27,548 | $385.1K | 0.00% | −3,324−10.8% | Reduced |
| Dark Forest Capital Management LP | 27,885 | $389.8K | 0.07% | +27,885 | New |
| Howland Capital Management LLC | 28,000 | $391.4K | 0.02% | −7,000−20.0% | Reduced |
| Finer Wealth Management, Inc. | 28,091 | $392.7K | 0.25% | +120+0.4% | Added |
| Little House Capital LLC | 29,526 | $412.8K | 0.13% | +29,526 | New |
| Handelsbanken Fonder AB | 29,800 | $417.0K | 0.00% | +900+3.1% | Added |
| Victory Capital Management Inc | 30,655 | $428.6K | 0.00% | −945−3.0% | Reduced |
| Lynch & Associates | 35,000 | $489.3K | 0.11% | 00.0% | Unchanged |
| Citadel Advisors LLC | 36,731 | $513.5K | 0.00% | +36,731 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 38,478 | $537.9K | 0.00% | +2,173+6.0% | Added |
| Cornercap Investment Counsel Inc | 38,623 | $540.0K | 0.09% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 38,789 | $542.3K | 0.01% | +500+1.3% | Added |
| SEI Investments Co | 39,810 | $556.5K | 0.00% | −1,520−3.7% | Reduced |
| Rockland Trust Co | 43,755 | $611.7K | 0.03% | +24,480+127.0% | Added |
| Tower Research Capital LLC (TRC) | 44,249 | $618.6K | 0.01% | +42,706+2,767.7% | Added |
| State Board of Administration of Florida Retirement System | 44,260 | $618.8K | 0.00% | +30,560+223.1% | Added |
| Arizona State Retirement System | 44,452 | $621.4K | 0.00% | +814+1.9% | Added |
| Stifel Financial Corp | 44,717 | $625.1K | 0.00% | +5,217+13.2% | Added |
| Edgestream Partners, L.P. | 49,647 | $694.1K | 0.03% | +33,151+201.0% | Added |
| Keeley-Teton Advisors, LLC | 50,000 | $699.0K | 0.09% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 50,000 | $699.0K | 0.01% | +50,000 | New |
| Whalerock Point Partners, LLC | 50,344 | $703.8K | 0.19% | +15,319+43.7% | Added |
| Moors & Cabot, Inc. | 51,084 | $714.2K | 0.04% | +10,042+24.5% | Added |
| White Pine Capital LLC | 52,231 | $730.2K | 0.28% | −11,800−18.4% | Reduced |
| Two Sigma Advisers, LP | 53,300 | $745.1K | 0.00% | +41,900+367.5% | Added |
| Natixis | 55,200 | $771.7K | 0.00% | +55,200 | New |