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, Q2 2025
Institutional positions in Eastern Bankshares, Inc. as of Jun 30, 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
- 286
- +16 vs. Q1 2025
- Shares held
- 146.6M
- +3.50M (+2.4%) vs. Q1 2025
- Total value
- $2.24B
- −$108.1M (−4.6%) vs. Q1 2025
- New holders
- 46
- 93 more added
- Sold out
- 30
- 97 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Eastern Bankshares, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 2 | $31 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $46 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $106 | 0.00% | −1−12.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 9 | $143 | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 12 | $183 | 0.00% | +8+200.0% | Added |
| Rialto Wealth Management, LLC | 12 | $184 | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 20 | $306 | 0.00% | −2−9.1% | Reduced |
| Raleigh Capital Management Inc. | 27 | $409 | 0.00% | +27 | New |
| DiNuzzo Private Wealth, Inc. | 31 | $474 | 0.00% | −12−27.9% | Reduced |
| UMA Financial Services, Inc. | 31 | $474 | 0.00% | +31 | New |
| SBI Securities Co., Ltd. | 34 | $519 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 47 | $718 | 0.00% | +47 | New |
| Fortitude Family Office, LLC | 47 | $718 | 0.00% | +47 | New |
| JFS Wealth Advisors, LLC | 50 | $764 | 0.00% | −71−58.7% | Reduced |
| Bare Financial Services, Inc | 53 | $809 | 0.00% | +22+71.0% | Added |
| IFP Advisors, Inc | 74 | $1.13K | 0.00% | +74 | Added |
| Private Wealth Management Group, LLC | 94 | $1.44K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 95 | $1.45K | 0.00% | +95 | New |
| Traub Capital Management LLC | 100 | $1.53K | 0.00% | +100 | New |
| Caitong International Asset Management Co., Ltd | 117 | $1.79K | 0.00% | +117 | New |
| Global Retirement Partners, LLC | 123 | $1.88K | 0.00% | +123 | New |
| Capital Advisors, Ltd. LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 141 | $2.00K | 0.00% | −26−15.6% | Reduced |
| Parkside Financial Bank & Trust | 180 | $2.75K | 0.00% | +90+100.0% | Added |
| American Capital Advisory, LLC | 200 | $3.05K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 204 | $3.12K | 0.00% | −128−38.6% | Reduced |
| Quest Partners LLC | 242 | $3.69K | 0.00% | +242 | New |
| Bessemer Group Inc | 243 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 258 | $4.00K | 0.00% | +47+22.3% | Added |
| Danske Bank A/S | 300 | $4.58K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 335 | $5.12K | 0.00% | +15+4.7% | Added |
| Smartleaf Asset Management LLC | 345 | $5.25K | 0.00% | −335−49.3% | Reduced |
| Quarry LP | 358 | $5.47K | 0.00% | −134−27.2% | Reduced |
| Westside Investment Management, Inc. | 476 | $7.45K | 0.00% | +476 | New |
| MAI Capital Management | 579 | $8.84K | 0.00% | +579 | New |
| Farther Finance Advisors, LLC | 642 | $9.80K | 0.00% | +108+20.2% | Added |
| Headlands Technologies LLC | 719 | $11.0K | 0.00% | +719 | New |
| Compass Planning Associates Inc | 750 | $11.5K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 773 | $11.8K | 0.00% | −1,042−57.4% | Reduced |
| Clean Yield Group | 900 | $13.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 924 | $14.1K | 0.00% | +536+138.1% | Added |
| Coastline Trust Co | 1,000 | $15.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,153 | $17.6K | 0.00% | +118+11.4% | Added |
| Public Employees Retirement System of Ohio | 1,179 | $18.0K | 0.00% | −17,252−93.6% | Reduced |
| Optiver Holding B.V. | 1,319 | $20.1K | 0.00% | +34+2.6% | Added |
| Allworth Financial LP | 1,605 | $24.5K | 0.00% | −135−7.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,672 | $25.5K | 0.00% | +16+1.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,694 | $26.0K | 0.00% | +1,694 | New |
| Nomura Asset Management Co Ltd | 1,800 | $27.5K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,952 | $29.8K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 1,971 | $30.1K | 0.00% | +1,947+8,112.5% | Added |
| CIBC Private Wealth Group, LLC | 1,983 | $30.3K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,222 | $34.0K | 0.00% | −230−9.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,300 | $35.1K | 0.00% | −396−14.7% | Reduced |
| Point72 (DIFC) Ltd | 2,332 | $35.6K | 0.00% | +2,332 | New |
| Parallel Advisors, LLC | 2,435 | $37.2K | 0.00% | −41−1.7% | Reduced |
| Trust Co of Vermont | 2,478 | $37.8K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2,597 | $39.7K | 0.02% | +22+0.9% | Added |
| CWM, LLC | 2,862 | $44.0K | 0.00% | +1,360+90.5% | Added |
| Simplex Trading, LLC | 3,620 | $55.0K | 0.00% | +3,620 | New |
| Covestor Ltd | 4,525 | $69.0K | 0.04% | +4,514+41,036.4% | Added |
| Knott David M Jr | 5,000 | $76.3K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,017 | $76.6K | 0.00% | −150−2.9% | Reduced |
| STRS Ohio | 5,100 | $77.9K | 0.00% | −2,800−35.4% | Reduced |
| Sterling Capital Management LLC | 5,312 | $81.1K | 0.00% | +1,982+59.5% | Added |
| KBC Group NV | 5,809 | $89.0K | 0.00% | −4,036−41.0% | Reduced |
| 1620 Investment Advisors, Inc. | 6,536 | $99.8K | 0.07% | +4,437+211.4% | Added |
| Amalgamated Bank | 6,618 | $101.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,653 | $101.6K | 0.00% | +6,653 | New |
| Barrett & Company, Inc. | 8,176 | $124.8K | 0.05% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 9,912 | $151.4K | 0.04% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 10,000 | $152.7K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 10,000 | $152.7K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co | 10,000 | $152.7K | 0.00% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 10,013 | $152.9K | 0.05% | +10,013 | New |
| Net Worth Advisory Group | 10,226 | $155.9K | 0.03% | −350−3.3% | Reduced |
| Bank of Montreal | 10,325 | $157.7K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 10,326 | $157.7K | 0.00% | −3,071−22.9% | Reduced |
| Roundview Capital LLC | 10,326 | $157.7K | 0.01% | −3,071−22.9% | Reduced |
| Abacus Wealth Partners, LLC | 10,433 | $159.3K | 0.02% | −10,227−49.5% | Reduced |
| Choate Investment Advisors | 10,580 | $161.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10,900 | $166.4K | 0.08% | 00.0% | Unchanged |
| Group One Trading, L.P. | 10,900 | $166.4K | 0.01% | +10,900 | New |
| Profund Advisors LLC | 10,964 | $167.4K | 0.01% | −224−2.0% | Reduced |
| Quadrant Capital Group LLC | 10,998 | $167.9K | 0.01% | +505+4.8% | Added |
| Quantinno Capital Management LP | 11,020 | $168.3K | 0.00% | −255−2.3% | Reduced |
| Thrivent Financial for Lutherans | 11,207 | $171.0K | 0.00% | 00.0% | Unchanged |
| FORA Capital, LLC | 11,259 | $171.9K | 0.02% | +11,259 | New |
| MML Investors Services, LLC | 11,261 | $172.0K | 0.00% | −37−0.3% | Reduced |
| Ledyard National Bank | 11,398 | $174.0K | 0.02% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 11,418 | $174.4K | 0.07% | −12,816−52.9% | Reduced |
| Martingale Asset Management L P | 11,516 | $175.8K | 0.00% | +11,516 | New |
| Mackenzie Financial Corp | 12,168 | $185.8K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,380 | $189.0K | 0.00% | +2,058+19.9% | Added |
| Marble Harbor Investment Counsel, LLC | 12,427 | $189.8K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 12,478 | $190.5K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Inc | 12,580 | $192.1K | 0.00% | −5,203−29.3% | Reduced |
| SEI Investments Co | 12,607 | $192.5K | 0.00% | −28,242−69.1% | Reduced |
| PFG Investments, LLC | 12,773 | $195.0K | 0.01% | +216+1.7% | Added |
| Brinker Capital Investments, LLC | 13,102 | $200.1K | 0.00% | +740+6.0% | Added |