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 |
|---|---|---|---|---|---|
| Choate Investment Advisors | 10,580 | $173.5K | 0.00% | −12−0.1% | Reduced |
| Net Worth Advisory Group | 10,576 | $173.5K | 0.05% | +10,576 | New |
| Quadrant Capital Group LLC | 10,493 | $172.1K | 0.01% | −1,985−15.9% | Reduced |
| Bank of Montreal | 10,325 | $169.3K | 0.00% | +125+1.2% | Added |
| Cetera Investment Advisers | 10,322 | $169.3K | 0.00% | +10,322 | New |
| Evergreen Capital Management LLC | 10,151 | $166.5K | 0.01% | +10,151 | New |
| 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 |
| Whittier Trust Co | 10,000 | $163.9K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 9,912 | $162.6K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 9,845 | $161.0K | 0.00% | +599+6.5% | Added |
| Barrett & Company, Inc. | 8,176 | $134.1K | 0.06% | +8,176 | New |
| STRS Ohio | 7,900 | $129.6K | 0.00% | +1,800+29.5% | Added |
| Amalgamated Bank | 6,618 | $109.0K | 0.00% | +23+0.3% | Added |
| Signaturefd, LLC | 5,167 | $84.7K | 0.00% | +208+4.2% | Added |
| Knott David M Jr | 5,000 | $82.0K | 0.04% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 3,330 | $54.6K | 0.00% | −2,889−46.5% | Reduced |
| Lindbrook Capital, LLC | 2,932 | $48.1K | 0.00% | +64+2.2% | Added |
| Sachetta, LLC | 2,575 | $42.2K | 0.02% | −480−15.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,696 | $41.7K | 0.00% | −145−5.1% | Reduced |
| Trust Co of Vermont | 2,478 | $40.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,476 | $40.6K | 0.00% | +40+1.6% | Added |
| Shell Asset Management Co | 2,452 | $40.0K | 0.00% | −100−3.9% | Reduced |
| 1620 Investment Advisors, Inc. | 2,099 | $34.4K | 0.03% | +166+8.6% | Added |
| PFS Partners, LLC | 1,952 | $32.0K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,815 | $29.8K | 0.00% | +870+92.1% | Added |
| Nomura Asset Management Co Ltd | 1,800 | $29.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,983 | $28.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,740 | $27.5K | 0.00% | +221+14.5% | Added |
| Nisa Investment Advisors, LLC | 1,656 | $27.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,502 | $25.0K | 0.00% | +403+36.7% | Added |
| V-Square Quantitative Management LLC | 1,497 | $24.6K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,285 | $21.1K | 0.00% | +1,285 | New |
| Versant Capital Management, Inc | 1,035 | $17.0K | 0.00% | +1,035 | New |
| Coastline Trust Co | 1,000 | $16.4K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 971 | $15.9K | 0.00% | +971 | New |
| Clean Yield Group | 900 | $14.8K | 0.00% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 750 | $12.3K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 680 | $11.1K | 0.00% | −143−17.4% | Reduced |
| Farther Finance Advisors, LLC | 534 | $8.77K | 0.00% | +96+21.9% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 501 | $8.22K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 492 | $8.07K | 0.00% | +492 | New |
| EverSource Wealth Advisors, LLC | 388 | $6.36K | 0.00% | +262+207.9% | Added |
| Skopos Labs, Inc. | 332 | $5.45K | 0.00% | +332 | New |
| Rothschild Investment LLC | 320 | $5.25K | 0.00% | +160+100.0% | Added |
| Danske Bank A/S | 300 | $4.92K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 243 | $4.00K | 0.00% | +13+5.7% | Added |
| American Capital Advisory, LLC | 200 | $3.28K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 211 | $3.00K | 0.00% | −199−48.5% | Reduced |
| Massmutual Trust Co FSB | 127 | $2.08K | 0.00% | +127 | New |
| Capital Advisors, Ltd. LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 167 | $2.00K | 0.00% | +68+68.7% | Added |
| JFS Wealth Advisors, LLC | 121 | $1.99K | 0.00% | +37+44.0% | Added |
| Private Wealth Management Group, LLC | 94 | $1.54K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 90 | $1.48K | 0.00% | +90 | New |
| Larson Financial Group LLC | 71 | $1.16K | 0.00% | +71 | New |
| Stephens Consulting, LLC | 50 | $820 | 0.00% | +50 | New |
| Amundi | 52 | $776 | 0.00% | +52 | New |
| DiNuzzo Private Wealth, Inc. | 43 | $706 | 0.00% | +28+186.7% | Added |
| Global Financial Private Client, LLC | 35 | $574 | 0.00% | +26+288.9% | Added |
| SBI Securities Co., Ltd. | 34 | $558 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 33 | $541 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $541 | 0.00% | 0 | Unchanged |
| Bare Financial Services, Inc | 31 | $508 | 0.00% | +31 | New |
| Assetmark, Inc | 24 | $394 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $361 | 0.00% | −7−24.1% | Reduced |
| Hexagon Capital Partners LLC | 12 | $197 | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 8 | $131 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 4 | $66 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 3 | $49 | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3 | $49 | 0.00% | +3 | New |
| True Wealth Design, LLC | 2 | $33 | 0.00% | +2 | New |
| Covestor Ltd | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Polaris Capital Management, LLC | 0 | $0 | 0.00% | −654,366−100.0% | Sold out |
| Nierenberg Investment Management Company, Inc. | 0 | $0 | 0.00% | −613,088−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −53,694−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −33,643−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −20,300−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,845−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −12,722−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −11,948−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| RFG - Bristol Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,321−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −884−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −621−100.0% | Sold out |
| Capital A Wealth Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |