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, Q4 2024
Institutional positions in Eastern Bankshares, Inc. as of Dec 31, 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
- 247
- +6 vs. Q3 2024
- Shares held
- 146.9M
- +4.51M (+3.2%) vs. Q3 2024
- Total value
- $2.53B
- +$201.6M (+8.6%) vs. Q3 2024
- New holders
- 28
- 68 more added
- Sold out
- 22
- 87 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Eastern Bankshares, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 11 | $0 | 0.00% | −4−26.7% | Reduced |
| National Bank of Canada | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $52 | 0.00% | +3 | New |
| Capital A Wealth Management, LLC | 6 | $104 | 0.00% | +6 | New |
| Global Financial Private Client, LLC | 9 | $155 | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $259 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 24 | $414 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $501 | 0.00% | +4+16.0% | Added |
| Huntington National Bank | 33 | $569 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $569 | 0.00% | 0 | New |
| SBI Securities Co., Ltd. | 34 | $587 | 0.00% | +34 | New |
| Hemington Wealth Management | 99 | $1.00K | 0.00% | +53+115.2% | Added |
| JFS Wealth Advisors, LLC | 84 | $1.45K | 0.00% | +19+29.2% | Added |
| Private Wealth Management Group, LLC | 94 | $1.62K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 123 | $2.12K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 126 | $2.17K | 0.00% | −31−19.7% | Reduced |
| Rothschild Investment LLC | 160 | $2.76K | 0.00% | −5−3.0% | Reduced |
| American Capital Advisory, LLC | 200 | $3.45K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 230 | $4.00K | 0.00% | −861−78.9% | Reduced |
| Danske Bank A/S | 300 | $5.17K | 0.00% | −2,600−89.7% | Reduced |
| Harbor Capital Advisors, Inc. | 410 | $7.00K | 0.00% | +121+41.9% | Added |
| Farther Finance Advisors, LLC | 438 | $7.56K | 0.00% | −59−11.9% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 501 | $8.64K | 0.01% | +501 | New |
| SRS Capital Advisors, Inc. | 621 | $10.7K | 0.00% | −68−9.9% | Reduced |
| Compass Planning Associates Inc | 750 | $12.9K | 0.01% | +750 | New |
| Smartleaf Asset Management LLC | 823 | $14.2K | 0.00% | +180+28.0% | Added |
| Caitong International Asset Management Co., Ltd | 884 | $15.2K | 0.01% | +884 | New |
| Clean Yield Group | 900 | $15.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 945 | $16.3K | 0.00% | +422+80.7% | Added |
| Coastline Trust Co | 1,000 | $17.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,099 | $19.0K | 0.00% | −4,775−81.3% | Reduced |
| V-Square Quantitative Management LLC | 1,497 | $25.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,519 | $26.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,656 | $28.6K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,800 | $31.1K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1,933 | $33.3K | 0.03% | +182+10.4% | Added |
| PFS Partners, LLC | 1,952 | $33.7K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,983 | $34.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,436 | $42.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,478 | $42.7K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,552 | $44.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,868 | $49.5K | 0.00% | −15−0.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,841 | $52.1K | 0.00% | −1,492−34.4% | Reduced |
| Sachetta, LLC | 3,055 | $52.7K | 0.02% | +17+0.6% | Added |
| Advisor Group Holdings, Inc. | 3,310 | $57.1K | 0.00% | −1,265−27.7% | Reduced |
| Signaturefd, LLC | 4,959 | $85.5K | 0.00% | −235−4.5% | Reduced |
| Knott David M Jr | 5,000 | $86.3K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,031 | $104.0K | 0.00% | −13,583−69.3% | Reduced |
| STRS Ohio | 6,100 | $105.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 6,219 | $107.3K | 0.00% | +5,555+836.6% | Added |
| Amalgamated Bank | 6,595 | $114.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 9,246 | $159.0K | 0.00% | +3,791+69.5% | Added |
| Mascoma Wealth Management LLC | 9,912 | $171.0K | 0.04% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 10,000 | $172.5K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 10,000 | $172.5K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 10,000 | $172.5K | 0.00% | +10,000 | New |
| Allianz Asset Management GmbH | 10,100 | $174.2K | 0.00% | +10,100 | New |
| Bank of Montreal | 10,200 | $175.9K | 0.00% | −20.0% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 10,321 | $178.0K | 0.06% | +10,321 | New |
| Centiva Capital, LP | 10,559 | $182.1K | 0.01% | +10,559 | New |
| Choate Investment Advisors | 10,592 | $182.7K | 0.00% | −17−0.2% | Reduced |
| Principal Financial Group Inc | 10,670 | $184.1K | 0.00% | −2,795−20.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 10,900 | $188.0K | 0.09% | −2,000−15.5% | Reduced |
| Brinker Capital Investments, LLC | 10,938 | $188.7K | 0.00% | −53−0.5% | Reduced |
| Orion Portfolio Solutions, LLC | 10,938 | $188.7K | 0.00% | −53−0.5% | Reduced |
| Jain Global LLC | 11,000 | $189.8K | 0.01% | +11,000 | New |
| MML Investors Services, LLC | 11,218 | $194.0K | 0.00% | +8+0.1% | Added |
| Ledyard National Bank | 11,398 | $196.6K | 0.02% | 00.0% | Unchanged |
| Single Point Partners, LLC | 11,545 | $199.0K | 0.05% | −92,522−88.9% | Reduced |
| Landscape Capital Management, L.L.C. | 11,558 | $199.4K | 0.02% | 00.0% | Unchanged |
| GTS Securities LLC | 11,948 | $206.1K | 0.01% | +11,948 | New |
| Dempze Nancy E | 12,000 | $207.0K | 0.12% | 00.0% | Unchanged |
| Royce & Associates LP | 12,019 | $207.3K | 0.00% | −924−7.1% | Reduced |
| Mackenzie Financial Corp | 12,168 | $209.9K | 0.00% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 12,427 | $214.4K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 12,478 | $215.2K | 0.01% | −609−4.7% | Reduced |
| Tortoise Investment Management, LLC | 12,478 | $215.2K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 12,722 | $219.5K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,836 | $221.4K | 0.01% | −307−2.3% | Reduced |
| Bryn Mawr Trust Co | 13,397 | $231.1K | 0.00% | 00.0% | Unchanged |
| Roundview Capital LLC | 13,397 | $231.1K | 0.02% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 13,457 | $232.1K | 0.01% | +13,457 | New |
| AE Wealth Management LLC | 13,690 | $236.2K | 0.00% | +13,690 | New |
| StoneX Group Inc. | 13,727 | $236.8K | 0.01% | +13,727 | New |
| Xponance, Inc. | 13,778 | $237.7K | 0.00% | +1,203+9.6% | Added |
| EP Wealth Advisors, LLC | 13,845 | $238.8K | 0.00% | −321−2.3% | Reduced |
| Somerville Kurt F | 14,248 | $245.8K | 0.04% | 00.0% | Unchanged |
| Prudential Financial Inc | 14,550 | $251.0K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 14,611 | $252.0K | 0.00% | −23−0.2% | Reduced |
| Fiduciary Trust Co | 14,868 | $256.5K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 15,096 | $260.4K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 15,611 | $269.3K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 18,022 | $310.9K | 0.00% | +18,022 | New |
| CIBC World Markets Corp | 18,060 | $311.5K | 0.00% | +18,060 | New |
| Captrust Financial Advisors | 18,410 | $317.6K | 0.00% | −213−1.1% | Reduced |
| S&CO Inc | 18,450 | $318.0K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 18,789 | $324.0K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 19,261 | $332.2K | 0.00% | −701−3.5% | Reduced |
| Ameritas Investment Partners, Inc. | 19,549 | $337.2K | 0.01% | 00.0% | Unchanged |