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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 4,959 | $85.5K | 0.00% | −235−4.5% | Reduced |
| Advisor Group Holdings, Inc. | 3,310 | $57.1K | 0.00% | −1,265−27.7% | Reduced |
| Sachetta, LLC | 3,055 | $52.7K | 0.02% | +17+0.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,841 | $52.1K | 0.00% | −1,492−34.4% | Reduced |
| Lindbrook Capital, LLC | 2,868 | $49.5K | 0.00% | −15−0.5% | Reduced |
| Shell Asset Management Co | 2,552 | $44.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,478 | $42.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,436 | $42.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,983 | $34.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,952 | $33.7K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1,933 | $33.3K | 0.03% | +182+10.4% | Added |
| Nomura Asset Management Co Ltd | 1,800 | $31.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,656 | $28.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,519 | $26.6K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,497 | $25.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,099 | $19.0K | 0.00% | −4,775−81.3% | Reduced |
| Coastline Trust Co | 1,000 | $17.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 945 | $16.3K | 0.00% | +422+80.7% | Added |
| Clean Yield Group | 900 | $15.5K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 884 | $15.2K | 0.01% | +884 | New |
| Smartleaf Asset Management LLC | 823 | $14.2K | 0.00% | +180+28.0% | Added |
| Compass Planning Associates Inc | 750 | $12.9K | 0.01% | +750 | New |
| SRS Capital Advisors, Inc. | 621 | $10.7K | 0.00% | −68−9.9% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 501 | $8.64K | 0.01% | +501 | New |
| Farther Finance Advisors, LLC | 438 | $7.56K | 0.00% | −59−11.9% | Reduced |
| Harbor Capital Advisors, Inc. | 410 | $7.00K | 0.00% | +121+41.9% | Added |
| Danske Bank A/S | 300 | $5.17K | 0.00% | −2,600−89.7% | Reduced |
| Bessemer Group Inc | 230 | $4.00K | 0.00% | −861−78.9% | Reduced |
| American Capital Advisory, LLC | 200 | $3.45K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 160 | $2.76K | 0.00% | −5−3.0% | Reduced |
| EverSource Wealth Advisors, LLC | 126 | $2.17K | 0.00% | −31−19.7% | Reduced |
| Global Retirement Partners, LLC | 123 | $2.12K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 94 | $1.62K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 84 | $1.45K | 0.00% | +19+29.2% | Added |
| Hemington Wealth Management | 99 | $1.00K | 0.00% | +53+115.2% | Added |
| SBI Securities Co., Ltd. | 34 | $587 | 0.00% | +34 | New |
| Huntington National Bank | 33 | $569 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $569 | 0.00% | 0 | New |
| SJS Investment Consulting Inc. | 29 | $501 | 0.00% | +4+16.0% | Added |
| Assetmark, Inc | 24 | $414 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $259 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $155 | 0.00% | +9 | New |
| Capital A Wealth Management, LLC | 6 | $104 | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 3 | $52 | 0.00% | +3 | New |
| National Bank of Canada | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $0 | 0.00% | −4−26.7% | Reduced |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −440,186−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −136,468−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −131,630−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −78,319−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −47,311−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −46,412−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −32,559−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −26,134−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −22,122−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −19,154−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −18,278−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −11,680−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −10,949−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −10,656−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −1,951−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Prio Wealth Limited Partnership | – | – | – | – | Not filed |