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 |
|---|---|---|---|---|---|
| Catalyst Funds Management Pty Ltd | 3,400 | $55.7K | 0.01% | +3,400 | New |
| Sachetta, LLC | 3,038 | $49.8K | 0.02% | +517+20.5% | Added |
| Danske Bank A/S | 2,900 | $47.5K | 0.00% | +2,900 | New |
| Lindbrook Capital, LLC | 2,883 | $47.3K | 0.00% | +1,726+149.2% | Added |
| Shell Asset Management Co | 2,552 | $42.0K | 0.00% | +2,552 | New |
| Trust Co of Vermont | 2,478 | $40.6K | 0.00% | +2,478 | New |
| Parallel Advisors, LLC | 2,436 | $39.9K | 0.00% | +1,699+230.5% | Added |
| CIBC Private Wealth Group, LLC | 1,983 | $32.5K | 0.00% | −18,017−90.1% | Reduced |
| PFS Partners, LLC | 1,952 | $32.0K | 0.02% | +1,952 | New |
| Amundi | 1,951 | $32.0K | 0.00% | −1,333−40.6% | Reduced |
| Nomura Asset Management Co Ltd | 1,800 | $29.5K | 0.00% | +1,010+127.8% | Added |
| 1620 Investment Advisors, Inc. | 1,751 | $28.7K | 0.02% | +90+5.4% | Added |
| Nisa Investment Advisors, LLC | 1,656 | $27.1K | 0.00% | +44+2.7% | Added |
| Allworth Financial LP | 1,519 | $24.9K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,497 | $24.5K | 0.00% | +1,497 | New |
| Bessemer Group Inc | 1,091 | $18.0K | 0.00% | +1,091 | New |
| Coastline Trust Co | 1,000 | $16.4K | 0.00% | +1,000 | New |
| Clean Yield Group | 900 | $14.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 689 | $11.3K | 0.00% | +4+0.6% | Added |
| Sterling Capital Management LLC | 664 | $10.9K | 0.00% | +664 | New |
| Smartleaf Asset Management LLC | 643 | $10.4K | 0.00% | +393+157.2% | Added |
| GAMMA Investing LLC | 523 | $8.57K | 0.00% | +54+11.5% | Added |
| Farther Finance Advisors, LLC | 497 | $8.14K | 0.00% | +4+0.8% | Added |
| Harbor Capital Advisors, Inc. | 289 | $5.00K | 0.00% | +289 | New |
| Ronald Blue Trust, Inc. | 274 | $3.83K | 0.00% | +121+79.1% | Added |
| American Capital Advisory, LLC | 200 | $3.28K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 165 | $2.70K | 0.00% | +145+725.0% | Added |
| EverSource Wealth Advisors, LLC | 157 | $2.57K | 0.00% | +30+23.6% | Added |
| Global Retirement Partners, LLC | 123 | $2.02K | 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 |
| Private Wealth Management Group, LLC | 94 | $1.54K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 65 | $1.07K | 0.00% | +29+80.6% | Added |
| Capital Performance Advisors LLP | 52 | $852 | 0.00% | +52 | New |
| Comerica Bank | 43 | $710 | 0.00% | +43 | New |
| Huntington National Bank | 33 | $541 | 0.00% | +33 | New |
| SJS Investment Consulting Inc. | 25 | $410 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 24 | $393 | 0.00% | +24 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $246 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 7 | $115 | 0.00% | +7 | New |
| National Bank of Canada | 1 | $16 | 0.00% | +1 | New |
| Covestor Ltd | 15 | $0 | 0.00% | +6+66.7% | Added |
| Hemington Wealth Management | 46 | $0 | 0.00% | +46 | New |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −452,731−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −344,380−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −320,137−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −279,545−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −179,620−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −170,455−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −121,614−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −84,699−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −65,744−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −59,483−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −55,200−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −53,300−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −27,548−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −15,985−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −14,264−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −10,629−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −10,379−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −6,085−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |