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 |
|---|---|---|---|---|---|
| SummitTX Capital, L.P. | 14,289 | $234.3K | 0.01% | +14,289 | New |
| Xponance, Inc. | 14,599 | $239.4K | 0.00% | +821+6.0% | Added |
| StoneX Group Inc. | 14,614 | $239.7K | 0.01% | +887+6.5% | Added |
| Ballentine Partners, LLC | 14,636 | $240.0K | 0.00% | +25+0.2% | Added |
| Fiduciary Trust Co | 14,868 | $243.8K | 0.00% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 15,013 | $246.2K | 0.01% | +15,013 | New |
| Prudential Financial Inc | 15,038 | $246.6K | 0.00% | +488+3.4% | Added |
| Sequoia Financial Advisors, LLC | 15,096 | $247.6K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 15,611 | $256.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 16,376 | $268.6K | 0.04% | +16,376 | New |
| Allspring Global Investments Holdings, LLC | 16,840 | $276.5K | 0.00% | +16,840 | New |
| Susquehanna Fundamental Investments, LLC | 16,951 | $278.0K | 0.00% | +16,951 | New |
| Gsa Capital Partners LLP | 17,719 | $291.0K | 0.03% | +17,719 | New |
| Raymond James Financial Inc | 17,783 | $291.6K | 0.00% | −239−1.3% | Reduced |
| S&CO Inc | 18,305 | $300.0K | 0.02% | −145−0.8% | Reduced |
| Public Employees Retirement System of Ohio | 18,431 | $302.3K | 0.00% | −2,686−12.7% | Reduced |
| Public Employees Retirement Association of Colorado | 18,789 | $308.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 19,222 | $315.2K | 0.00% | −23,012−54.5% | Reduced |
| Ameritas Investment Partners, Inc. | 19,549 | $320.6K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 19,794 | $324.6K | 0.00% | +533+2.8% | Added |
| Kitching Partners, LLC | 19,902 | $326.4K | 0.38% | +148+0.7% | Added |
| Abacus Wealth Partners, LLC | 20,660 | $338.8K | 0.05% | +20,660 | New |
| Diversified Trust Co | 20,970 | $343.9K | 0.01% | −10.0% | Reduced |
| Captrust Financial Advisors | 21,407 | $351.1K | 0.00% | +2,997+16.3% | Added |
| Gamco Investors, Inc. Et Al | 21,500 | $352.6K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 22,116 | $362.7K | 0.00% | −37,090−62.6% | Reduced |
| HSBC Holdings PLC | 22,387 | $365.8K | 0.00% | −85,667−79.3% | Reduced |
| BNP Paribas Arbitrage, SA | 23,526 | $385.8K | 0.00% | −5,348−18.5% | Reduced |
| SG Americas Securities, LLC | 23,713 | $389.0K | 0.00% | −20,216−46.0% | Reduced |
| Allianz Asset Management GmbH | 23,737 | $389.3K | 0.00% | +13,637+135.0% | Added |
| Enterprise Bank & Trust Co | 24,234 | $397.4K | 0.15% | 00.0% | Unchanged |
| Keybank National Association | 24,328 | $399.0K | 0.00% | −3,462−12.5% | Reduced |
| Rockland Trust Co | 24,868 | $407.8K | 0.02% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 26,140 | $428.7K | 0.01% | −500−1.9% | Reduced |
| Finer Wealth Management, Inc. | 26,645 | $437.0K | 0.26% | +109+0.4% | Added |
| Atria Investments LLC | 26,876 | $440.8K | 0.01% | +1,379+5.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 26,943 | $441.9K | 0.01% | +1,305+5.1% | Added |
| Centiva Capital, LP | 26,953 | $442.0K | 0.03% | +16,394+155.3% | Added |
| Boston Family Office LLC | 27,381 | $449.0K | 0.03% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 27,751 | $455.1K | 0.01% | +27,751 | New |
| Virginia Retirement Systems Et Al | 27,800 | $455.9K | 0.00% | +27,800 | New |
| Twinbeech Capital LP | 28,173 | $462.0K | 0.01% | +28,173 | New |
| Teacher Retirement System of Texas | 28,252 | $463.3K | 0.00% | +28,252 | New |
| Pictet Asset Management Holding SA | 28,466 | $466.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 28,826 | $472.7K | 0.00% | −370−1.3% | Reduced |
| Little House Capital LLC | 29,526 | $484.2K | 0.13% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 29,692 | $487.0K | 0.04% | +9,155+44.6% | Added |
| Cerity Partners LLC | 29,786 | $488.5K | 0.00% | +8,995+43.3% | Added |
| Victory Capital Management Inc | 30,391 | $498.4K | 0.00% | −2,794−8.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 30,548 | $501.0K | 0.00% | −2,574−7.8% | Reduced |
| Savant Capital, LLC | 30,809 | $505.3K | 0.00% | +3,041+11.0% | Added |
| M&T Bank Corp | 31,797 | $521.2K | 0.00% | +768+2.5% | Added |
| Comerica Bank | 32,806 | $538.0K | 0.00% | +5,946+22.1% | Added |
| Keeley-Teton Advisors, LLC | 35,000 | $574.0K | 0.07% | −10,000−22.2% | Reduced |
| Lynch & Associates | 35,000 | $574.0K | 0.12% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 36,247 | $594.5K | 0.14% | 00.0% | Unchanged |
| LPL Financial LLC | 36,300 | $595.3K | 0.00% | −1,908−5.0% | Reduced |
| KLP Kapitalforvaltning AS | 37,238 | $610.7K | 0.00% | −3,400−8.4% | Reduced |
| Stifel Financial Corp | 39,500 | $647.8K | 0.00% | 00.0% | Unchanged |
| Howland Capital Management LLC | 39,988 | $655.8K | 0.03% | 00.0% | Unchanged |
| SEI Investments Co | 40,849 | $669.9K | 0.00% | +612+1.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 41,101 | $674.1K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 41,777 | $685.1K | 0.00% | −12,571−23.1% | Reduced |
| Sippican Capital Advisors | 41,806 | $685.6K | 0.52% | −3,558−7.8% | Reduced |
| Moors & Cabot, Inc. | 41,940 | $687.8K | 0.03% | −933−2.2% | Reduced |
| Crestwood Advisors Group LLC | 41,990 | $688.6K | 0.01% | −1,638−3.8% | Reduced |
| CIBC World Markets Corp | 42,820 | $702.2K | 0.01% | +24,760+137.1% | Added |
| State Board of Administration of Florida Retirement System | 44,260 | $725.9K | 0.00% | 00.0% | Unchanged |
| Bryce Point Capital, LLC | 44,144 | $738.8K | 0.56% | +44,144 | New |
| Moody Lynn & Lieberson, LLC | 46,245 | $758.4K | 0.05% | +18,572+67.1% | Added |
| Handelsbanken Fonder AB | 46,700 | $766.0K | 0.00% | +10,100+27.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 49,568 | $812.9K | 0.00% | −149−0.3% | Reduced |
| Custom Index Systems, LLC | 52,616 | $862.9K | 0.44% | +52,616 | New |
| Congress Wealth Management LLC | 53,421 | $876.1K | 0.01% | −143,079−72.8% | Reduced |
| Arizona State Retirement System | 55,402 | $908.6K | 0.01% | −881−1.6% | Reduced |
| SlateStone Wealth, LLC | 55,436 | $909.0K | 0.09% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 57,600 | $944.6K | 0.08% | −1,600−2.7% | Reduced |
| Ensign Peak Advisors, Inc | 58,051 | $952.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 58,154 | $953.7K | 0.00% | +58,154 | New |
| Colony Group, LLC | 59,922 | $982.7K | 0.00% | −20,140−25.2% | Reduced |
| New York State Common Retirement Fund | 60,071 | $985.2K | 0.00% | −59,472−49.7% | Reduced |
| SeaCrest Wealth Management, LLC | 66,274 | $1.09M | 0.12% | −2,500−3.6% | Reduced |
| Brevan Howard Capital Management LP | 66,276 | $1.09M | 0.03% | +52,819+392.5% | Added |
| Mariner, LLC | 69,735 | $1.14M | 0.00% | +613+0.9% | Added |
| Aureus Asset Management, LLC | 70,131 | $1.15M | 0.08% | −5,713−7.5% | Reduced |
| Essex Financial Services, Inc. | 71,453 | $1.17M | 0.08% | −240.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 72,905 | $1.20M | 0.01% | +200+0.3% | Added |
| Russell Investments Group, Ltd. | 79,728 | $1.31M | 0.00% | −21,643−21.4% | Reduced |
| White Pine Capital LLC | 83,459 | $1.37M | 0.47% | +1,162+1.4% | Added |
| First Pacific Advisors, LP | 85,883 | $1.41M | 0.02% | −35,806−29.4% | Reduced |
| Panagora Asset Management Inc | 86,253 | $1.41M | 0.01% | −3,848−4.3% | Reduced |
| Verition Fund Management LLC | 94,241 | $1.55M | 0.01% | +2,543+2.8% | Added |
| Beaumont Financial Advisors, LLC | 94,258 | $1.55M | 0.12% | −5,553−5.6% | Reduced |
| Corebridge Financial, Inc. | 94,540 | $1.55M | 0.01% | −1,402−1.5% | Reduced |
| North Reef Capital Management LP | 100,000 | $1.64M | 0.07% | +100,000 | New |
| US Bancorp | 101,842 | $1.67M | 0.00% | 00.0% | Unchanged |
| Northeast Investment Management | 101,923 | $1.67M | 0.08% | 00.0% | Unchanged |
| Sentinel Pension Advisors Inc | 104,571 | $1.71M | 0.32% | −12,338−10.6% | Reduced |
| Janney Montgomery Scott LLC | 104,990 | $1.72M | 0.00% | −4,000−3.7% | Reduced |
| Intech Investment Management LLC | 109,369 | $1.79M | 0.02% | +29,058+36.2% | Added |