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, Q1 2025
Institutional positions in Eastern Bankshares, Inc. as of Mar 31, 2025. 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
- 273
- +28 vs. Q4 2024
- Shares held
- 143.1M
- −3.25M (−2.2%) vs. Q4 2024
- Total value
- $2.35B
- −$177.9M (−7.0%) vs. Q4 2024
- New holders
- 42
- 82 more added
- Sold out
- 14
- 91 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Eastern Bankshares, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 11 | $0 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $33 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 3 | $49 | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3 | $49 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $66 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 8 | $131 | 0.00% | +8 | New |
| Hexagon Capital Partners LLC | 12 | $197 | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 22 | $361 | 0.00% | −7−24.1% | Reduced |
| Assetmark, Inc | 24 | $394 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 31 | $508 | 0.00% | +31 | New |
| Huntington National Bank | 33 | $541 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $541 | 0.00% | 0 | Unchanged |
| SBI Securities Co., Ltd. | 34 | $558 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 35 | $574 | 0.00% | +26+288.9% | Added |
| DiNuzzo Private Wealth, Inc. | 43 | $706 | 0.00% | +28+186.7% | Added |
| Amundi | 52 | $776 | 0.00% | +52 | New |
| Stephens Consulting, LLC | 50 | $820 | 0.00% | +50 | New |
| Larson Financial Group LLC | 71 | $1.16K | 0.00% | +71 | New |
| Parkside Financial Bank & Trust | 90 | $1.48K | 0.00% | +90 | New |
| Private Wealth Management Group, LLC | 94 | $1.54K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 121 | $1.99K | 0.00% | +37+44.0% | Added |
| Capital Advisors, Ltd. LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 167 | $2.00K | 0.00% | +68+68.7% | Added |
| Massmutual Trust Co FSB | 127 | $2.08K | 0.00% | +127 | New |
| Harbor Capital Advisors, Inc. | 211 | $3.00K | 0.00% | −199−48.5% | Reduced |
| American Capital Advisory, LLC | 200 | $3.28K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 243 | $4.00K | 0.00% | +13+5.7% | Added |
| Danske Bank A/S | 300 | $4.92K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 320 | $5.25K | 0.00% | +160+100.0% | Added |
| Skopos Labs, Inc. | 332 | $5.45K | 0.00% | +332 | New |
| EverSource Wealth Advisors, LLC | 388 | $6.36K | 0.00% | +262+207.9% | Added |
| Quarry LP | 492 | $8.07K | 0.00% | +492 | New |
| Marshall & Sterling Wealth Advisors Inc. | 501 | $8.22K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 534 | $8.77K | 0.00% | +96+21.9% | Added |
| Smartleaf Asset Management LLC | 680 | $11.1K | 0.00% | −143−17.4% | Reduced |
| Compass Planning Associates Inc | 750 | $12.3K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 900 | $14.8K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 971 | $15.9K | 0.00% | +971 | New |
| Coastline Trust Co | 1,000 | $16.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,035 | $17.0K | 0.00% | +1,035 | New |
| Optiver Holding B.V. | 1,285 | $21.1K | 0.00% | +1,285 | New |
| V-Square Quantitative Management LLC | 1,497 | $24.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,502 | $25.0K | 0.00% | +403+36.7% | Added |
| Nisa Investment Advisors, LLC | 1,656 | $27.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,740 | $27.5K | 0.00% | +221+14.5% | Added |
| CIBC Private Wealth Group, LLC | 1,983 | $28.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,800 | $29.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,815 | $29.8K | 0.00% | +870+92.1% | Added |
| PFS Partners, LLC | 1,952 | $32.0K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,099 | $34.4K | 0.03% | +166+8.6% | Added |
| Shell Asset Management Co | 2,452 | $40.0K | 0.00% | −100−3.9% | Reduced |
| Parallel Advisors, LLC | 2,476 | $40.6K | 0.00% | +40+1.6% | Added |
| Trust Co of Vermont | 2,478 | $40.6K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,696 | $41.7K | 0.00% | −145−5.1% | Reduced |
| Sachetta, LLC | 2,575 | $42.2K | 0.02% | −480−15.7% | Reduced |
| Lindbrook Capital, LLC | 2,932 | $48.1K | 0.00% | +64+2.2% | Added |
| Sterling Capital Management LLC | 3,330 | $54.6K | 0.00% | −2,889−46.5% | Reduced |
| Knott David M Jr | 5,000 | $82.0K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,167 | $84.7K | 0.00% | +208+4.2% | Added |
| Amalgamated Bank | 6,618 | $109.0K | 0.00% | +23+0.3% | Added |
| STRS Ohio | 7,900 | $129.6K | 0.00% | +1,800+29.5% | Added |
| Barrett & Company, Inc. | 8,176 | $134.1K | 0.06% | +8,176 | New |
| KBC Group NV | 9,845 | $161.0K | 0.00% | +599+6.5% | Added |
| Mascoma Wealth Management LLC | 9,912 | $162.6K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 10,000 | $163.9K | 0.00% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 10,000 | $164.0K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 10,000 | $164.0K | 0.06% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 10,151 | $166.5K | 0.01% | +10,151 | New |
| Cetera Investment Advisers | 10,322 | $169.3K | 0.00% | +10,322 | New |
| Bank of Montreal | 10,325 | $169.3K | 0.00% | +125+1.2% | Added |
| Quadrant Capital Group LLC | 10,493 | $172.1K | 0.01% | −1,985−15.9% | Reduced |
| Net Worth Advisory Group | 10,576 | $173.5K | 0.05% | +10,576 | New |
| Choate Investment Advisors | 10,580 | $173.5K | 0.00% | −12−0.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,810 | $177.0K | 0.00% | +10,810 | New |
| Caldwell Sutter Capital, Inc. | 10,900 | $178.8K | 0.09% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 10,911 | $178.9K | 0.02% | −647−5.6% | Reduced |
| Profund Advisors LLC | 11,188 | $183.5K | 0.01% | −10,606−48.7% | Reduced |
| Thrivent Financial for Lutherans | 11,207 | $184.0K | 0.00% | +11,207 | New |
| Quantinno Capital Management LP | 11,275 | $184.9K | 0.00% | +11,275 | New |
| MML Investors Services, LLC | 11,298 | $185.0K | 0.00% | +80+0.7% | Added |
| Squarepoint Ops LLC | 11,386 | $186.7K | 0.00% | +11,386 | New |
| Ledyard National Bank | 11,398 | $186.9K | 0.02% | 00.0% | Unchanged |
| Dempze Nancy E | 12,000 | $196.8K | 0.12% | 00.0% | Unchanged |
| Royce & Associates LP | 12,019 | $197.1K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 12,168 | $199.6K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 12,362 | $202.7K | 0.00% | +1,424+13.0% | Added |
| Orion Portfolio Solutions, LLC | 12,362 | $202.7K | 0.00% | +1,424+13.0% | Added |
| Tower Research Capital LLC (TRC) | 12,425 | $203.8K | 0.01% | +6,394+106.0% | Added |
| Marble Harbor Investment Counsel, LLC | 12,427 | $203.8K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 12,478 | $204.6K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,557 | $205.9K | 0.01% | −279−2.2% | Reduced |
| Principal Financial Group Inc | 12,793 | $209.8K | 0.00% | +2,123+19.9% | Added |
| Advisor Group Holdings, Inc. | 12,940 | $212.2K | 0.00% | +9,630+290.9% | Added |
| AE Wealth Management LLC | 12,960 | $212.6K | 0.00% | −730−5.3% | Reduced |
| Roundview Capital LLC | 13,397 | $219.7K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 13,397 | $219.7K | 0.00% | 00.0% | Unchanged |
| Single Point Partners, LLC | 13,810 | $226.0K | 0.05% | +2,265+19.6% | Added |
| Guggenheim Capital LLC | 13,920 | $228.3K | 0.00% | +13,920 | New |
| O'Rourke & Company, Inc | 14,213 | $233.1K | 0.12% | −5,345−27.3% | Reduced |
| Somerville Kurt F | 14,248 | $233.7K | 0.04% | 00.0% | Unchanged |