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 |
|---|---|---|---|---|---|
| Kitching Partners, LLC | 19,624 | $321.6K | 0.43% | +19,624 | New |
| Diversified Trust Co | 19,699 | $322.9K | 0.01% | +2,204+12.6% | Added |
| Integrated Wealth Concepts LLC | 19,962 | $327.2K | 0.00% | −18,827−48.5% | Reduced |
| Verdence Capital Advisors LLC | 20,486 | $335.8K | 0.03% | +1,075+5.5% | Added |
| Gallagher Fiduciary Advisors, LLC | 21,491 | $352.2K | 0.07% | +5,212+32.0% | Added |
| Atria Investments LLC | 21,499 | $352.4K | 0.00% | +3,634+20.3% | Added |
| Two Sigma Securities, LLC | 22,122 | $362.6K | 0.03% | +22,122 | New |
| Enterprise Bank & Trust Co | 23,434 | $384.1K | 0.12% | +23,434 | New |
| HSBC Holdings PLC | 24,425 | $402.8K | 0.00% | +6,902+39.4% | Added |
| Flputnam Investment Management Co | 26,134 | $428.3K | 0.01% | +26,134 | New |
| Williams Jones Wealth Management, LLC. | 27,140 | $444.8K | 0.01% | +27,140 | New |
| Moody Lynn & Lieberson, LLC | 27,673 | $453.6K | 0.03% | +27,673 | New |
| Keybank National Association | 27,790 | $455.5K | 0.00% | +5,821+26.5% | Added |
| Finer Wealth Management, Inc. | 28,189 | $462.0K | 0.29% | +98+0.3% | Added |
| Savant Capital, LLC | 28,199 | $462.2K | 0.00% | +28,199 | New |
| Pictet Asset Management Holding SA | 28,466 | $466.6K | 0.00% | +8,678+43.9% | Added |
| Boston Family Office LLC | 28,581 | $468.0K | 0.03% | +28,581 | New |
| The PNC Financial Services Group, Inc. | 28,958 | $474.6K | 0.00% | +23,918+474.6% | Added |
| Little House Capital LLC | 29,526 | $483.9K | 0.14% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 29,800 | $488.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 30,691 | $503.0K | 0.00% | +11,927+63.6% | Added |
| M&T Bank Corp | 31,154 | $510.6K | 0.00% | +31,154 | New |
| Rockland Trust Co | 31,368 | $514.1K | 0.03% | −12,387−28.3% | Reduced |
| Intech Investment Management LLC | 31,855 | $522.1K | 0.01% | +31,855 | New |
| Quest Partners LLC | 32,559 | $533.6K | 0.05% | −30,620−48.5% | Reduced |
| Cornercap Investment Counsel Inc | 33,643 | $551.4K | 0.16% | −4,980−12.9% | Reduced |
| Lynch & Associates | 35,000 | $573.6K | 0.12% | 00.0% | Unchanged |
| ProShare Advisors LLC | 36,466 | $597.7K | 0.00% | +15,692+75.5% | Added |
| HighTower Advisors, LLC | 37,585 | $616.0K | 0.00% | +20,781+123.7% | Added |
| Stifel Financial Corp | 39,500 | $647.4K | 0.00% | −5,217−11.7% | Reduced |
| Howland Capital Management LLC | 39,988 | $655.4K | 0.03% | +11,988+42.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,211 | $675.4K | 0.00% | +2,733+7.1% | Added |
| Moors & Cabot, Inc. | 43,335 | $710.3K | 0.04% | −7,749−15.2% | Reduced |
| State Board of Administration of Florida Retirement System | 44,260 | $725.4K | 0.00% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 45,000 | $737.5K | 0.08% | −5,000−10.0% | Reduced |
| Sippican Capital Advisors | 45,364 | $743.5K | 0.52% | +45,364 | New |
| Toroso Investments, LLC | 46,412 | $760.7K | 0.01% | +46,412 | New |
| Two Sigma Investments, LP | 47,311 | $775.4K | 0.00% | −76,222−61.7% | Reduced |
| Congress Wealth Management LLC | 50,000 | $819.5K | 0.01% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 50,344 | $825.1K | 0.20% | 00.0% | Unchanged |
| SEI Investments Co | 52,079 | $853.6K | 0.00% | +12,269+30.8% | Added |
| Crestwood Advisors Group LLC | 52,198 | $855.5K | 0.02% | +52,198 | New |
| SlateStone Wealth, LLC | 55,436 | $909.0K | 0.08% | 00.0% | Unchanged |
| Arizona State Retirement System | 55,854 | $915.4K | 0.01% | +11,402+25.7% | Added |
| Public Employees Retirement System of Ohio | 55,941 | $916.9K | 0.00% | +200.0% | Added |
| Ensign Peak Advisors, Inc | 58,051 | $951.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 62,575 | $1.03M | 0.01% | +335+0.5% | Added |
| Beese Fulmer Investment Management, Inc. | 65,200 | $1.07M | 0.09% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 70,274 | $1.15M | 0.12% | +6,274+9.8% | Added |
| Essex Financial Services, Inc. | 77,228 | $1.28M | 0.09% | −709−0.9% | Reduced |
| Atom Investors LP | 78,319 | $1.28M | 0.13% | −262,902−77.0% | Reduced |
| Aureus Asset Management, LLC | 81,834 | $1.34M | 0.09% | +71,053+659.1% | Added |
| White Pine Capital LLC | 82,652 | $1.35M | 0.46% | +30,421+58.2% | Added |
| CBOE Vest Financial, LLC | 88,224 | $1.45M | 0.03% | +2,868+3.4% | Added |
| Mariner, LLC | 89,190 | $1.46M | 0.00% | +33,377+59.8% | Added |
| Panagora Asset Management Inc | 89,314 | $1.46M | 0.01% | +1,127+1.3% | Added |
| US Bancorp | 101,842 | $1.67M | 0.00% | +100,154+5,933.3% | Added |
| Northeast Investment Management | 101,923 | $1.67M | 0.07% | +101,923 | New |
| Corebridge Financial, Inc. | 103,184 | $1.69M | 0.01% | +19,563+23.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 105,621 | $1.73M | 0.00% | +27,525+35.2% | Added |
| Deutsche Bank AG | 108,749 | $1.78M | 0.00% | +39,499+57.0% | Added |
| Russell Investments Group, Ltd. | 109,160 | $1.79M | 0.00% | +105,356+2,769.6% | Added |
| TD Asset Management Inc | 111,722 | $1.80M | 0.00% | +2,000+1.8% | Added |
| Beaumont Financial Advisors, LLC | 111,880 | $1.83M | 0.14% | +486+0.4% | Added |
| MetLife Investment Management | 112,016 | $1.84M | 0.01% | +22,048+24.5% | Added |
| Janney Montgomery Scott LLC | 113,490 | $1.86M | 0.01% | −13,586−10.7% | Reduced |
| Victory Capital Management Inc | 117,474 | $1.93M | 0.00% | +86,819+283.2% | Added |
| State of New Jersey Common Pension Fund D | 118,564 | $1.94M | 0.01% | +118,564 | New |
| Susquehanna International Group, LLP | 118,596 | $1.94M | 0.00% | −49,374−29.4% | Reduced |
| Price T Rowe Associates Inc | 120,883 | $1.98M | 0.00% | +15,685+14.9% | Added |
| First Pacific Advisors, LP | 121,689 | $1.99M | 0.03% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 122,287 | $2.00M | 0.00% | +56,035+84.6% | Added |
| Wells Fargo & Company | 122,305 | $2.00M | 0.00% | +47,496+63.5% | Added |
| Sentinel Pension Advisors Inc | 124,979 | $2.05M | 0.39% | +124,979 | New |
| Renaissance Technologies LLC | 126,134 | $2.07M | 0.00% | −79,366−38.6% | Reduced |
| Moneta Group Investment Advisors LLC | 131,630 | $2.16M | 0.03% | +131,630 | New |
| Jacobs Levy Equity Management, Inc | 132,611 | $2.17M | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 135,446 | $2.22M | 0.28% | +107,561+385.7% | Added |
| Point72 Asset Management, L.P. | 136,468 | $2.24M | 0.01% | +136,468 | New |
| Commonwealth Equity Services, LLC | 142,954 | $2.34M | 0.00% | +84,367+144.0% | Added |
| Royal Bank of Canada | 150,224 | $2.46M | 0.00% | +40,016+36.3% | Added |
| Creative Planning | 171,129 | $2.80M | 0.00% | +36,743+27.3% | Added |
| California State Teachers Retirement System | 183,431 | $3.01M | 0.00% | +28,798+18.6% | Added |
| Jane Street Group, LLC | 199,778 | $3.27M | 0.01% | −140,358−41.3% | Reduced |
| Legal & General Group Plc | 204,051 | $3.34M | 0.00% | +48,706+31.4% | Added |
| Kovitz Investment Group Partners, LLC | 207,716 | $3.40M | 0.02% | +207,716 | New |
| Rafferty Asset Management, LLC | 217,931 | $3.57M | 0.01% | −39,184−15.2% | Reduced |
| Richard Bernstein Advisors LLC | 221,942 | $3.64M | 0.08% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 225,000 | $3.69M | 0.12% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 226,404 | $3.82M | 0.03% | +89,701+65.6% | Added |
| Alliancebernstein L.P. | 247,239 | $4.05M | 0.00% | +34,790+16.4% | Added |
| Citigroup Inc | 253,413 | $4.15M | 0.00% | +62,189+32.5% | Added |
| State of Wisconsin Investment Board | 281,810 | $4.62M | 0.01% | −4,029−1.4% | Reduced |
| Millennium Management LLC | 296,451 | $4.86M | 0.00% | +296,451 | New |
| Rhumbline Advisers | 298,739 | $4.90M | 0.00% | +41,247+16.0% | Added |
| Ameriprise Financial Inc | 306,826 | $5.03M | 0.00% | −23,370−7.1% | Reduced |
| Man Group plc | 314,821 | $5.16M | 0.01% | −40,995−11.5% | Reduced |
| UBS Asset Management Americas Inc | 316,583 | $5.19M | 0.00% | +10,377+3.4% | Added |
| Edgestream Partners, L.P. | 327,414 | $5.37M | 0.24% | +277,767+559.5% | Added |
| Raffles Associates LP | 349,788 | $5.73M | 5.88% | −148,202−29.8% | Reduced |