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, Q3 2024
Institutional positions in Eastern Bankshares, Inc. as of Sep 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
- 243
- +48 vs. Q2 2024
- Shares held
- 142.5M
- +35.8M (+33.5%) vs. Q2 2024
- Total value
- $2.33B
- +$843.6M (+56.6%) vs. Q2 2024
- New holders
- 69
- 106 more added
- Sold out
- 21
- 37 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Eastern Bankshares, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 15 | $0 | 0.00% | +6+66.7% | Added |
| Hemington Wealth Management | 46 | $0 | 0.00% | +46 | New |
| National Bank of Canada | 1 | $16 | 0.00% | +1 | New |
| Claris Advisors, LLC | 7 | $115 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $246 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 24 | $393 | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 25 | $410 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 33 | $541 | 0.00% | +33 | New |
| Comerica Bank | 43 | $710 | 0.00% | +43 | New |
| Capital Performance Advisors LLP | 52 | $852 | 0.00% | +52 | New |
| JFS Wealth Advisors, LLC | 65 | $1.07K | 0.00% | +29+80.6% | Added |
| Private Wealth Management Group, LLC | 94 | $1.54K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 147 | $2.00K | 0.00% | −611−80.6% | Reduced |
| Capital Advisors, Ltd. LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 123 | $2.02K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 157 | $2.57K | 0.00% | +30+23.6% | Added |
| Rothschild Investment LLC | 165 | $2.70K | 0.00% | +145+725.0% | Added |
| American Capital Advisory, LLC | 200 | $3.28K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 274 | $3.83K | 0.00% | +121+79.1% | Added |
| Harbor Capital Advisors, Inc. | 289 | $5.00K | 0.00% | +289 | New |
| Farther Finance Advisors, LLC | 497 | $8.14K | 0.00% | +4+0.8% | Added |
| GAMMA Investing LLC | 523 | $8.57K | 0.00% | +54+11.5% | Added |
| Smartleaf Asset Management LLC | 643 | $10.4K | 0.00% | +393+157.2% | Added |
| Sterling Capital Management LLC | 664 | $10.9K | 0.00% | +664 | New |
| SRS Capital Advisors, Inc. | 689 | $11.3K | 0.00% | +4+0.6% | Added |
| Clean Yield Group | 900 | $14.8K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 1,000 | $16.4K | 0.00% | +1,000 | New |
| Bessemer Group Inc | 1,091 | $18.0K | 0.00% | +1,091 | New |
| V-Square Quantitative Management LLC | 1,497 | $24.5K | 0.00% | +1,497 | New |
| Allworth Financial LP | 1,519 | $24.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,656 | $27.1K | 0.00% | +44+2.7% | Added |
| 1620 Investment Advisors, Inc. | 1,751 | $28.7K | 0.02% | +90+5.4% | Added |
| Nomura Asset Management Co Ltd | 1,800 | $29.5K | 0.00% | +1,010+127.8% | Added |
| Amundi | 1,951 | $32.0K | 0.00% | −1,333−40.6% | Reduced |
| PFS Partners, LLC | 1,952 | $32.0K | 0.02% | +1,952 | New |
| CIBC Private Wealth Group, LLC | 1,983 | $32.5K | 0.00% | −18,017−90.1% | Reduced |
| Parallel Advisors, LLC | 2,436 | $39.9K | 0.00% | +1,699+230.5% | Added |
| Trust Co of Vermont | 2,478 | $40.6K | 0.00% | +2,478 | New |
| Shell Asset Management Co | 2,552 | $42.0K | 0.00% | +2,552 | New |
| Lindbrook Capital, LLC | 2,883 | $47.3K | 0.00% | +1,726+149.2% | Added |
| Danske Bank A/S | 2,900 | $47.5K | 0.00% | +2,900 | New |
| Sachetta, LLC | 3,038 | $49.8K | 0.02% | +517+20.5% | Added |
| Catalyst Funds Management Pty Ltd | 3,400 | $55.7K | 0.01% | +3,400 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,333 | $72.4K | 0.00% | +3,988+1,155.9% | Added |
| Baldwin Brothers Inc | 4,500 | $73.8K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,575 | $75.1K | 0.00% | +10+0.2% | Added |
| Knott David M Jr | 5,000 | $82.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,194 | $85.1K | 0.00% | +802+18.3% | Added |
| KBC Group NV | 5,455 | $89.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,874 | $96.0K | 0.00% | +5,478+1,383.3% | Added |
| STRS Ohio | 6,100 | $100.0K | 0.00% | +6,100 | New |
| Amalgamated Bank | 6,595 | $108.0K | 0.00% | +1,150+21.1% | Added |
| SG Americas Securities, LLC | 7,585 | $124.0K | 0.00% | +7,585 | New |
| Mascoma Wealth Management LLC | 9,912 | $162.5K | 0.04% | +9,912 | New |
| FineMark National Bank & Trust | 10,000 | $163.9K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 10,000 | $163.9K | 0.08% | 00.0% | Unchanged |
| Bank of Montreal | 10,202 | $164.4K | 0.00% | +10.0% | Added |
| Choate Investment Advisors | 10,609 | $173.9K | 0.00% | +10,609 | New |
| Aristides Capital LLC | 10,656 | $174.7K | 0.07% | +10,656 | New |
| Aigen Investment Management, LP | 10,949 | $179.5K | 0.04% | +10,949 | New |
| Brinker Capital Investments, LLC | 10,991 | $180.1K | 0.00% | +10,991 | New |
| Orion Portfolio Solutions, LLC | 10,991 | $180.1K | 0.00% | +10,991 | New |
| MML Investors Services, LLC | 11,210 | $184.0K | 0.00% | −20.0% | Reduced |
| Ledyard National Bank | 11,398 | $186.8K | 0.02% | +11,398 | New |
| Landscape Capital Management, L.L.C. | 11,558 | $189.4K | 0.02% | −4,625−28.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,680 | $191.4K | 0.01% | +11,680 | New |
| Umb Bank N A | 12,000 | $196.7K | 0.00% | 00.0% | Unchanged |
| Dempze Nancy E | 12,000 | $196.7K | 0.11% | +12,000 | New |
| Mackenzie Financial Corp | 12,168 | $199.4K | 0.00% | +12,168 | New |
| Marble Harbor Investment Counsel, LLC | 12,427 | $203.7K | 0.02% | +12,427 | New |
| Tortoise Investment Management, LLC | 12,478 | $204.5K | 0.02% | +2,478+24.8% | Added |
| Xponance, Inc. | 12,575 | $206.1K | 0.00% | +12,575 | New |
| Plante Moran Financial Advisors, LLC | 12,722 | $208.5K | 0.02% | +12,722 | New |
| Caldwell Sutter Capital, Inc. | 12,900 | $211.4K | 0.10% | −600−4.4% | Reduced |
| Royce & Associates LP | 12,943 | $212.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 13,087 | $214.5K | 0.01% | +8,724+200.0% | Added |
| PFG Investments, LLC | 13,143 | $215.4K | 0.01% | +13,143 | New |
| Roundview Capital LLC | 13,397 | $219.6K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 13,397 | $219.6K | 0.00% | +13,397 | New |
| Principal Financial Group Inc | 13,465 | $220.7K | 0.00% | −1,775−11.6% | Reduced |
| EP Wealth Advisors, LLC | 14,166 | $232.2K | 0.00% | +14,166 | New |
| Somerville Kurt F | 14,248 | $233.5K | 0.04% | +14,248 | New |
| Prudential Financial Inc | 14,550 | $238.5K | 0.00% | −327,991−95.8% | Reduced |
| Ballentine Partners, LLC | 14,634 | $239.9K | 0.00% | +14,634 | New |
| Profund Advisors LLC | 14,762 | $241.9K | 0.01% | +4,068+38.0% | Added |
| Fiduciary Trust Co | 14,868 | $243.7K | 0.00% | +14,868 | New |
| Sequoia Financial Advisors, LLC | 15,096 | $247.4K | 0.00% | +59+0.4% | Added |
| Kingsview Wealth Management, LLC | 15,611 | $255.9K | 0.01% | +15,611 | New |
| Single Point Partners, LLC | 104,067 | $282.0K | 0.45% | −41,334−28.4% | Reduced |
| Prio Wealth Limited Partnership | 17,416 | $285.4K | 0.01% | +17,416 | New |
| Raymond James & Associates | 17,522 | $287.2K | 0.00% | +17,522 | New |
| State of Wyoming | 18,278 | $299.6K | 0.04% | −464−2.5% | Reduced |
| S&CO Inc | 18,450 | $302.0K | 0.02% | +18,450 | New |
| Cerity Partners LLC | 18,595 | $304.8K | 0.00% | +18,595 | New |
| Captrust Financial Advisors | 18,623 | $305.2K | 0.00% | +18,623 | New |
| Public Employees Retirement Association of Colorado | 18,789 | $308.0K | 0.00% | 00.0% | Unchanged |
| FORA Capital, LLC | 19,154 | $313.9K | 0.04% | +19,154 | New |
| Ameritas Investment Partners, Inc. | 19,549 | $320.4K | 0.01% | +4,321+28.4% | Added |
| O'Rourke & Company, Inc | 19,558 | $320.6K | 0.16% | −5,945−23.3% | Reduced |
| Tower Research Capital LLC (TRC) | 19,614 | $321.5K | 0.01% | −24,635−55.7% | Reduced |