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 |
|---|---|---|---|---|---|
| SlateStone Wealth, LLC | 55,436 | $909.0K | 0.08% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 52,198 | $855.5K | 0.02% | +52,198 | New |
| SEI Investments Co | 52,079 | $853.6K | 0.00% | +12,269+30.8% | Added |
| Whalerock Point Partners, LLC | 50,344 | $825.1K | 0.20% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 50,000 | $819.5K | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 47,311 | $775.4K | 0.00% | −76,222−61.7% | Reduced |
| Toroso Investments, LLC | 46,412 | $760.7K | 0.01% | +46,412 | New |
| Sippican Capital Advisors | 45,364 | $743.5K | 0.52% | +45,364 | New |
| Keeley-Teton Advisors, LLC | 45,000 | $737.5K | 0.08% | −5,000−10.0% | Reduced |
| State Board of Administration of Florida Retirement System | 44,260 | $725.4K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 43,335 | $710.3K | 0.04% | −7,749−15.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,211 | $675.4K | 0.00% | +2,733+7.1% | Added |
| Howland Capital Management LLC | 39,988 | $655.4K | 0.03% | +11,988+42.8% | Added |
| Stifel Financial Corp | 39,500 | $647.4K | 0.00% | −5,217−11.7% | Reduced |
| HighTower Advisors, LLC | 37,585 | $616.0K | 0.00% | +20,781+123.7% | Added |
| ProShare Advisors LLC | 36,466 | $597.7K | 0.00% | +15,692+75.5% | Added |
| Lynch & Associates | 35,000 | $573.6K | 0.12% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 33,643 | $551.4K | 0.16% | −4,980−12.9% | Reduced |
| Quest Partners LLC | 32,559 | $533.6K | 0.05% | −30,620−48.5% | Reduced |
| Intech Investment Management LLC | 31,855 | $522.1K | 0.01% | +31,855 | New |
| Rockland Trust Co | 31,368 | $514.1K | 0.03% | −12,387−28.3% | Reduced |
| M&T Bank Corp | 31,154 | $510.6K | 0.00% | +31,154 | New |
| LPL Financial LLC | 30,691 | $503.0K | 0.00% | +11,927+63.6% | Added |
| Handelsbanken Fonder AB | 29,800 | $488.0K | 0.00% | 00.0% | Unchanged |
| Little House Capital LLC | 29,526 | $483.9K | 0.14% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 28,958 | $474.6K | 0.00% | +23,918+474.6% | Added |
| Boston Family Office LLC | 28,581 | $468.0K | 0.03% | +28,581 | New |
| Pictet Asset Management Holding SA | 28,466 | $466.6K | 0.00% | +8,678+43.9% | Added |
| Savant Capital, LLC | 28,199 | $462.2K | 0.00% | +28,199 | New |
| Finer Wealth Management, Inc. | 28,189 | $462.0K | 0.29% | +98+0.3% | Added |
| Keybank National Association | 27,790 | $455.5K | 0.00% | +5,821+26.5% | Added |
| Moody Lynn & Lieberson, LLC | 27,673 | $453.6K | 0.03% | +27,673 | New |
| Williams Jones Wealth Management, LLC. | 27,140 | $444.8K | 0.01% | +27,140 | New |
| Flputnam Investment Management Co | 26,134 | $428.3K | 0.01% | +26,134 | New |
| HSBC Holdings PLC | 24,425 | $402.8K | 0.00% | +6,902+39.4% | Added |
| Enterprise Bank & Trust Co | 23,434 | $384.1K | 0.12% | +23,434 | New |
| Two Sigma Securities, LLC | 22,122 | $362.6K | 0.03% | +22,122 | New |
| Atria Investments LLC | 21,499 | $352.4K | 0.00% | +3,634+20.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 21,491 | $352.2K | 0.07% | +5,212+32.0% | Added |
| Verdence Capital Advisors LLC | 20,486 | $335.8K | 0.03% | +1,075+5.5% | Added |
| Integrated Wealth Concepts LLC | 19,962 | $327.2K | 0.00% | −18,827−48.5% | Reduced |
| Diversified Trust Co | 19,699 | $322.9K | 0.01% | +2,204+12.6% | Added |
| Kitching Partners, LLC | 19,624 | $321.6K | 0.43% | +19,624 | New |
| Tower Research Capital LLC (TRC) | 19,614 | $321.5K | 0.01% | −24,635−55.7% | Reduced |
| O'Rourke & Company, Inc | 19,558 | $320.6K | 0.16% | −5,945−23.3% | Reduced |
| Ameritas Investment Partners, Inc. | 19,549 | $320.4K | 0.01% | +4,321+28.4% | Added |
| FORA Capital, LLC | 19,154 | $313.9K | 0.04% | +19,154 | New |
| Public Employees Retirement Association of Colorado | 18,789 | $308.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 18,623 | $305.2K | 0.00% | +18,623 | New |
| Cerity Partners LLC | 18,595 | $304.8K | 0.00% | +18,595 | New |
| S&CO Inc | 18,450 | $302.0K | 0.02% | +18,450 | New |
| State of Wyoming | 18,278 | $299.6K | 0.04% | −464−2.5% | Reduced |
| Raymond James & Associates | 17,522 | $287.2K | 0.00% | +17,522 | New |
| Prio Wealth Limited Partnership | 17,416 | $285.4K | 0.01% | +17,416 | New |
| Single Point Partners, LLC | 104,067 | $282.0K | 0.45% | −41,334−28.4% | Reduced |
| Kingsview Wealth Management, LLC | 15,611 | $255.9K | 0.01% | +15,611 | New |
| Sequoia Financial Advisors, LLC | 15,096 | $247.4K | 0.00% | +59+0.4% | Added |
| Fiduciary Trust Co | 14,868 | $243.7K | 0.00% | +14,868 | New |
| Profund Advisors LLC | 14,762 | $241.9K | 0.01% | +4,068+38.0% | Added |
| Ballentine Partners, LLC | 14,634 | $239.9K | 0.00% | +14,634 | New |
| Prudential Financial Inc | 14,550 | $238.5K | 0.00% | −327,991−95.8% | Reduced |
| Somerville Kurt F | 14,248 | $233.5K | 0.04% | +14,248 | New |
| EP Wealth Advisors, LLC | 14,166 | $232.2K | 0.00% | +14,166 | New |
| Principal Financial Group Inc | 13,465 | $220.7K | 0.00% | −1,775−11.6% | Reduced |
| 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 |
| PFG Investments, LLC | 13,143 | $215.4K | 0.01% | +13,143 | New |
| Quadrant Capital Group LLC | 13,087 | $214.5K | 0.01% | +8,724+200.0% | Added |
| Royce & Associates LP | 12,943 | $212.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 12,900 | $211.4K | 0.10% | −600−4.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 12,722 | $208.5K | 0.02% | +12,722 | New |
| Xponance, Inc. | 12,575 | $206.1K | 0.00% | +12,575 | New |
| Tortoise Investment Management, LLC | 12,478 | $204.5K | 0.02% | +2,478+24.8% | Added |
| Marble Harbor Investment Counsel, LLC | 12,427 | $203.7K | 0.02% | +12,427 | New |
| Mackenzie Financial Corp | 12,168 | $199.4K | 0.00% | +12,168 | 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 |
| Hennion & Walsh Asset Management, Inc. | 11,680 | $191.4K | 0.01% | +11,680 | New |
| Landscape Capital Management, L.L.C. | 11,558 | $189.4K | 0.02% | −4,625−28.6% | Reduced |
| Ledyard National Bank | 11,398 | $186.8K | 0.02% | +11,398 | New |
| MML Investors Services, LLC | 11,210 | $184.0K | 0.00% | −20.0% | Reduced |
| 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 |
| Aigen Investment Management, LP | 10,949 | $179.5K | 0.04% | +10,949 | New |
| Aristides Capital LLC | 10,656 | $174.7K | 0.07% | +10,656 | New |
| Choate Investment Advisors | 10,609 | $173.9K | 0.00% | +10,609 | New |
| Bank of Montreal | 10,202 | $164.4K | 0.00% | +10.0% | Added |
| 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 |
| Mascoma Wealth Management LLC | 9,912 | $162.5K | 0.04% | +9,912 | New |
| SG Americas Securities, LLC | 7,585 | $124.0K | 0.00% | +7,585 | New |
| Amalgamated Bank | 6,595 | $108.0K | 0.00% | +1,150+21.1% | Added |
| STRS Ohio | 6,100 | $100.0K | 0.00% | +6,100 | New |
| CWM, LLC | 5,874 | $96.0K | 0.00% | +5,478+1,383.3% | Added |
| KBC Group NV | 5,455 | $89.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,194 | $85.1K | 0.00% | +802+18.3% | Added |
| Knott David M Jr | 5,000 | $82.0K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,575 | $75.1K | 0.00% | +10+0.2% | Added |
| Baldwin Brothers Inc | 4,500 | $73.8K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,333 | $72.4K | 0.00% | +3,988+1,155.9% | Added |