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 |
|---|---|---|---|---|---|
| Whalerock Point Partners, LLC | 50,344 | $703.8K | 0.19% | +15,319+43.7% | 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 |
| Edgestream Partners, L.P. | 49,647 | $694.1K | 0.03% | +33,151+201.0% | Added |
| Stifel Financial Corp | 44,717 | $625.1K | 0.00% | +5,217+13.2% | Added |
| Arizona State Retirement System | 44,452 | $621.4K | 0.00% | +814+1.9% | Added |
| State Board of Administration of Florida Retirement System | 44,260 | $618.8K | 0.00% | +30,560+223.1% | Added |
| Tower Research Capital LLC (TRC) | 44,249 | $618.6K | 0.01% | +42,706+2,767.7% | Added |
| Rockland Trust Co | 43,755 | $611.7K | 0.03% | +24,480+127.0% | Added |
| SEI Investments Co | 39,810 | $556.5K | 0.00% | −1,520−3.7% | Reduced |
| Integrated Wealth Concepts LLC | 38,789 | $542.3K | 0.01% | +500+1.3% | Added |
| Cornercap Investment Counsel Inc | 38,623 | $540.0K | 0.09% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 38,478 | $537.9K | 0.00% | +2,173+6.0% | Added |
| Citadel Advisors LLC | 36,731 | $513.5K | 0.00% | +36,731 | New |
| Lynch & Associates | 35,000 | $489.3K | 0.11% | 00.0% | Unchanged |
| Victory Capital Management Inc | 30,655 | $428.6K | 0.00% | −945−3.0% | Reduced |
| Handelsbanken Fonder AB | 29,800 | $417.0K | 0.00% | +900+3.1% | Added |
| Little House Capital LLC | 29,526 | $412.8K | 0.13% | +29,526 | New |
| Finer Wealth Management, Inc. | 28,091 | $392.7K | 0.25% | +120+0.4% | Added |
| Howland Capital Management LLC | 28,000 | $391.4K | 0.02% | −7,000−20.0% | Reduced |
| Dark Forest Capital Management LP | 27,885 | $389.8K | 0.07% | +27,885 | New |
| Franklin Resources Inc | 27,548 | $385.1K | 0.00% | −3,324−10.8% | Reduced |
| O'Rourke & Company, Inc | 25,503 | $357.0K | 0.20% | −6,500−20.3% | Reduced |
| Keybank National Association | 21,969 | $307.1K | 0.00% | +317+1.5% | Added |
| Single Point Partners, LLC | 145,401 | $295.0K | 0.51% | 00.0% | Unchanged |
| ProShare Advisors LLC | 20,774 | $290.4K | 0.00% | −7,092−25.5% | Reduced |
| Pictet Asset Management Holding SA | 19,788 | $276.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 20,000 | $274.0K | 0.00% | +20,000 | New |
| Verdence Capital Advisors LLC | 19,411 | $271.4K | 0.02% | +379+2.0% | Added |
| Public Employees Retirement Association of Colorado | 18,789 | $263.0K | 0.00% | −5,376−22.2% | Reduced |
| LPL Financial LLC | 18,764 | $262.3K | 0.00% | −43−0.2% | Reduced |
| State of Wyoming | 18,742 | $262.0K | 0.04% | +18,742 | New |
| Atria Investments LLC | 17,865 | $249.7K | 0.00% | +17,865 | New |
| Diversified Trust Co | 17,495 | $244.6K | 0.01% | +17,495 | New |
| HSBC Holdings PLC | 17,523 | $243.0K | 0.00% | −4,583−20.7% | Reduced |
| HighTower Advisors, LLC | 16,804 | $235.0K | 0.00% | +91+0.5% | Added |
| Gallagher Fiduciary Advisors, LLC | 16,279 | $227.6K | 0.05% | +16,279 | New |
| Landscape Capital Management, L.L.C. | 16,183 | $226.2K | 0.02% | +170+1.1% | Added |
| Algert Global LLC | 15,985 | $223.5K | 0.01% | +15,985 | New |
| Principal Financial Group Inc | 15,240 | $213.1K | 0.00% | −2,559−14.4% | Reduced |
| Ameritas Investment Partners, Inc. | 15,228 | $212.9K | 0.01% | −827−5.2% | Reduced |
| Sequoia Financial Advisors, LLC | 15,037 | $210.2K | 0.00% | +37+0.2% | Added |
| Guggenheim Capital LLC | 14,264 | $199.4K | 0.00% | −572−3.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 13,500 | $188.7K | 0.09% | 00.0% | Unchanged |
| Roundview Capital LLC | 13,397 | $187.3K | 0.01% | 00.0% | Unchanged |
| Royce & Associates LP | 12,943 | $180.9K | 0.00% | +12,943 | New |
| Umb Bank N A | 12,000 | $167.8K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 11,212 | $157.0K | 0.00% | +145+1.3% | Added |
| Aureus Asset Management, LLC | 10,781 | $150.7K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 10,694 | $149.5K | 0.01% | +10,694 | New |
| Cetera Investment Advisers | 10,629 | $148.6K | 0.00% | −3,480−24.7% | Reduced |
| Graham Capital Management, L.P. | 10,379 | $145.1K | 0.01% | −39,695−79.3% | Reduced |
| Bank of Montreal | 10,201 | $142.6K | 0.00% | +10,201 | 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 |
| Innealta Capital, LLC | 6,085 | $85.1K | 0.03% | +6,085 | New |
| 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 |
| The PNC Financial Services Group, Inc. | 5,040 | $70.5K | 0.00% | +4,100+436.2% | Added |
| Knott David M Jr | 5,000 | $70.0K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,565 | $63.9K | 0.00% | −302−6.2% | Reduced |
| Baldwin Brothers Inc | 4,500 | $62.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,392 | $61.4K | 0.00% | −1,530−25.8% | Reduced |
| Quadrant Capital Group LLC | 4,363 | $61.0K | 0.00% | −616−12.4% | Reduced |
| Russell Investments Group, Ltd. | 3,804 | $53.2K | 0.00% | +3,738+5,663.6% | Added |
| Amundi | 3,284 | $45.9K | 0.00% | +7+0.2% | Added |
| Sachetta, LLC | 2,521 | $41.8K | 0.02% | +2,521 | New |
| Allworth Financial LP | 1,519 | $24.7K | 0.00% | +148+10.8% | Added |
| US Bancorp | 1,688 | $23.6K | 0.00% | −126−6.9% | Reduced |
| 1620 Investment Advisors, Inc. | 1,661 | $23.2K | 0.02% | +1,661 | New |
| Nisa Investment Advisors, LLC | 1,612 | $22.5K | 0.00% | +32+2.0% | Added |
| Lindbrook Capital, LLC | 1,157 | $16.2K | 0.00% | +29+2.6% | Added |
| Clean Yield Group | 900 | $12.6K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 790 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 737 | $10.3K | 0.00% | −23−3.0% | Reduced |
| Simplex Trading, LLC | 758 | $10.0K | 0.00% | +758 | New |
| SRS Capital Advisors, Inc. | 685 | $9.58K | 0.00% | +685 | New |
| Quent Capital, LLC | 667 | $9.32K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 493 | $6.81K | 0.00% | +10+2.1% | Added |
| GAMMA Investing LLC | 469 | $6.56K | 0.00% | +32+7.3% | Added |
| CWM, LLC | 396 | $6.00K | 0.00% | +82+26.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 345 | $5.57K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 250 | $3.38K | 0.00% | +167+201.2% | Added |
| American Capital Advisory, LLC | 200 | $2.84K | 0.00% | +200 | New |
| EverSource Wealth Advisors, LLC | 127 | $2.11K | 0.00% | −30−19.1% | Reduced |
| Ronald Blue Trust, Inc. | 153 | $2.11K | 0.00% | +153 | New |
| Capital Advisors, Ltd. LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 123 | $1.72K | 0.00% | +3+2.5% | Added |
| Wolverine Asset Management LLC | 100 | $1.40K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 94 | $1.31K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 36 | $504 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $350 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $280 | 0.00% | +10+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 15 | $210 | 0.00% | +3+25.0% | Added |
| Covestor Ltd | 9 | $0 | 0.00% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −207,849−100.0% | Sold out |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −202,023−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −137,496−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −119,625−100.0% | Sold out |