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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 11,020 | $168.3K | 0.00% | −255−2.3% | Reduced |
| Quadrant Capital Group LLC | 10,998 | $167.9K | 0.01% | +505+4.8% | Added |
| Profund Advisors LLC | 10,964 | $167.4K | 0.01% | −224−2.0% | Reduced |
| 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 |
| Choate Investment Advisors | 10,580 | $161.6K | 0.00% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 10,433 | $159.3K | 0.02% | −10,227−49.5% | Reduced |
| Roundview Capital LLC | 10,326 | $157.7K | 0.01% | −3,071−22.9% | Reduced |
| Bryn Mawr Trust Co | 10,326 | $157.7K | 0.00% | −3,071−22.9% | Reduced |
| Bank of Montreal | 10,325 | $157.7K | 0.00% | 00.0% | Unchanged |
| Net Worth Advisory Group | 10,226 | $155.9K | 0.03% | −350−3.3% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 10,013 | $152.9K | 0.05% | +10,013 | New |
| 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 |
| Mascoma Wealth Management LLC | 9,912 | $151.4K | 0.04% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 8,176 | $124.8K | 0.05% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,653 | $101.6K | 0.00% | +6,653 | New |
| Amalgamated Bank | 6,618 | $101.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 6,536 | $99.8K | 0.07% | +4,437+211.4% | Added |
| KBC Group NV | 5,809 | $89.0K | 0.00% | −4,036−41.0% | Reduced |
| Sterling Capital Management LLC | 5,312 | $81.1K | 0.00% | +1,982+59.5% | Added |
| STRS Ohio | 5,100 | $77.9K | 0.00% | −2,800−35.4% | Reduced |
| Signaturefd, LLC | 5,017 | $76.6K | 0.00% | −150−2.9% | Reduced |
| Knott David M Jr | 5,000 | $76.3K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 4,525 | $69.0K | 0.04% | +4,514+41,036.4% | Added |
| Simplex Trading, LLC | 3,620 | $55.0K | 0.00% | +3,620 | New |
| CWM, LLC | 2,862 | $44.0K | 0.00% | +1,360+90.5% | Added |
| Sachetta, LLC | 2,597 | $39.7K | 0.02% | +22+0.9% | Added |
| Trust Co of Vermont | 2,478 | $37.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,435 | $37.2K | 0.00% | −41−1.7% | Reduced |
| Point72 (DIFC) Ltd | 2,332 | $35.6K | 0.00% | +2,332 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,300 | $35.1K | 0.00% | −396−14.7% | Reduced |
| Shell Asset Management Co | 2,222 | $34.0K | 0.00% | −230−9.4% | Reduced |
| CIBC Private Wealth Group, LLC | 1,983 | $30.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,971 | $30.1K | 0.00% | +1,947+8,112.5% | Added |
| PFS Partners, LLC | 1,952 | $29.8K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,800 | $27.5K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,694 | $26.0K | 0.00% | +1,694 | New |
| Nisa Investment Advisors, LLC | 1,672 | $25.5K | 0.00% | +16+1.0% | Added |
| Allworth Financial LP | 1,605 | $24.5K | 0.00% | −135−7.8% | Reduced |
| Optiver Holding B.V. | 1,319 | $20.1K | 0.00% | +34+2.6% | Added |
| Public Employees Retirement System of Ohio | 1,179 | $18.0K | 0.00% | −17,252−93.6% | Reduced |
| Versant Capital Management, Inc | 1,153 | $17.6K | 0.00% | +118+11.4% | Added |
| Coastline Trust Co | 1,000 | $15.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 924 | $14.1K | 0.00% | +536+138.1% | Added |
| Clean Yield Group | 900 | $13.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 773 | $11.8K | 0.00% | −1,042−57.4% | Reduced |
| Compass Planning Associates Inc | 750 | $11.5K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 719 | $11.0K | 0.00% | +719 | New |
| Farther Finance Advisors, LLC | 642 | $9.80K | 0.00% | +108+20.2% | Added |
| MAI Capital Management | 579 | $8.84K | 0.00% | +579 | New |
| Westside Investment Management, Inc. | 476 | $7.45K | 0.00% | +476 | New |
| Quarry LP | 358 | $5.47K | 0.00% | −134−27.2% | Reduced |
| Smartleaf Asset Management LLC | 345 | $5.25K | 0.00% | −335−49.3% | Reduced |
| Rothschild Investment LLC | 335 | $5.12K | 0.00% | +15+4.7% | Added |
| Danske Bank A/S | 300 | $4.58K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 243 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 258 | $4.00K | 0.00% | +47+22.3% | Added |
| Quest Partners LLC | 242 | $3.69K | 0.00% | +242 | New |
| Skopos Labs, Inc. | 204 | $3.12K | 0.00% | −128−38.6% | Reduced |
| American Capital Advisory, LLC | 200 | $3.05K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 180 | $2.75K | 0.00% | +90+100.0% | Added |
| Capital Advisors, Ltd. LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 141 | $2.00K | 0.00% | −26−15.6% | Reduced |
| Global Retirement Partners, LLC | 123 | $1.88K | 0.00% | +123 | New |
| Caitong International Asset Management Co., Ltd | 117 | $1.79K | 0.00% | +117 | New |
| Traub Capital Management LLC | 100 | $1.53K | 0.00% | +100 | New |
| Jones Financial Companies LLLP | 95 | $1.45K | 0.00% | +95 | New |
| Private Wealth Management Group, LLC | 94 | $1.44K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 74 | $1.13K | 0.00% | +74 | Added |
| Bare Financial Services, Inc | 53 | $809 | 0.00% | +22+71.0% | Added |
| JFS Wealth Advisors, LLC | 50 | $764 | 0.00% | −71−58.7% | Reduced |
| SRS Capital Advisors, Inc. | 47 | $718 | 0.00% | +47 | New |
| Fortitude Family Office, LLC | 47 | $718 | 0.00% | +47 | New |
| SBI Securities Co., Ltd. | 34 | $519 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 31 | $474 | 0.00% | −12−27.9% | Reduced |
| UMA Financial Services, Inc. | 31 | $474 | 0.00% | +31 | New |
| Raleigh Capital Management Inc. | 27 | $409 | 0.00% | +27 | New |
| SJS Investment Consulting Inc. | 20 | $306 | 0.00% | −2−9.1% | Reduced |
| Rialto Wealth Management, LLC | 12 | $184 | 0.00% | +12 | New |
| HFM Investment Advisors, LLC | 12 | $183 | 0.00% | +8+200.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 9 | $143 | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 7 | $106 | 0.00% | −1−12.5% | Reduced |
| Parkworth Wealth Management, Inc. | 3 | $46 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $31 | 0.00% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −214,079−100.0% | Sold out |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −94,540−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −86,253−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −30,548−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −27,751−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −26,953−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −23,737−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −20,970−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −17,719−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −16,951−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −16,376−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −14,614−100.0% | Sold out |
| O'Rourke & Company, Inc | 0 | $0 | 0.00% | −14,213−100.0% | Sold out |