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, Q3 2025
Institutional positions in Eastern Bankshares, Inc. as of Sep 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
- 268
- −13 vs. Q2 2025
- Shares held
- 152.2M
- +7.92M (+5.5%) vs. Q2 2025
- Total value
- $2.76B
- +$559.2M (+25.4%) vs. Q2 2025
- New holders
- 31
- 104 more added
- Sold out
- 44
- 74 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Eastern Bankshares, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 11 | $0 | 0.00% | −4,514−99.8% | Reduced |
| Cloud Capital Management, LLC | 38 | $0 | 0.00% | +38 | New |
| True Wealth Design, LLC | 2 | $37 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $145 | 0.00% | +1+14.3% | Added |
| Rialto Wealth Management, LLC | 12 | $218 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $218 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $363 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 29 | $527 | 0.00% | +29 | New |
| DiNuzzo Private Wealth, Inc. | 31 | $531 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 39 | $708 | 0.00% | −35−47.3% | Reduced |
| JFS Wealth Advisors, LLC | 39 | $708 | 0.00% | −11−22.0% | Reduced |
| Wealthspire Advisors, LLC | 43 | $780 | 0.00% | +43 | New |
| Fortitude Family Office, LLC | 47 | $853 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 58 | $1.05K | 0.00% | +27+87.1% | Added |
| Private Wealth Management Group, LLC | 94 | $1.71K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 95 | $1.74K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 123 | $2.23K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 166 | $3.01K | 0.00% | +113+213.2% | Added |
| MAI Capital Management | 168 | $3.05K | 0.00% | −411−71.0% | Reduced |
| Parkside Financial Bank & Trust | 180 | $3.27K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 200 | $3.63K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 215 | $4.00K | 0.00% | −28−11.5% | Reduced |
| Hemington Wealth Management | 227 | $4.00K | 0.00% | +86+61.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 228 | $4.14K | 0.00% | +228 | New |
| Harbor Capital Advisors, Inc. | 260 | $5.00K | 0.00% | +2+0.8% | Added |
| Danske Bank A/S | 300 | $5.45K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 310 | $5.63K | 0.00% | −25−7.5% | Reduced |
| Quarry LP | 408 | $7.41K | 0.00% | +50+14.0% | Added |
| Atlantic Private Wealth, LLC | 432 | $7.84K | 0.01% | +432 | New |
| Root Financial Partners, LLC | 447 | $8.11K | 0.00% | +447 | New |
| Shell Asset Management Co | 659 | $12.0K | 0.00% | −1,563−70.3% | Reduced |
| Farther Finance Advisors, LLC | 680 | $12.3K | 0.00% | +38+5.9% | Added |
| Smartleaf Asset Management LLC | 747 | $13.6K | 0.00% | +402+116.5% | Added |
| GAMMA Investing LLC | 818 | $14.8K | 0.00% | +45+5.8% | Added |
| EverSource Wealth Advisors, LLC | 875 | $15.9K | 0.00% | −49−5.3% | Reduced |
| Clean Yield Group | 900 | $16.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 952 | $17.4K | 0.00% | +476+100.0% | Added |
| Coastline Trust Co | 1,000 | $18.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,080 | $19.6K | 0.00% | −99−8.4% | Reduced |
| Versant Capital Management, Inc | 1,153 | $20.9K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,169 | $21.2K | 0.00% | −150−11.4% | Reduced |
| Nisa Investment Advisors, LLC | 1,672 | $30.3K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,733 | $31.0K | 0.00% | +39+2.3% | Added |
| Nomura Asset Management Co Ltd | 1,800 | $32.7K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,952 | $35.4K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 1,971 | $35.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,983 | $36.0K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 2,000 | $36.3K | 0.02% | +2,000 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,100 | $38.6K | 0.00% | −200−8.7% | Reduced |
| Allworth Financial LP | 2,189 | $39.7K | 0.00% | +584+36.4% | Added |
| SRS Capital Advisors, Inc. | 2,399 | $43.5K | 0.00% | +2,352+5,004.3% | Added |
| Parallel Advisors, LLC | 2,434 | $44.2K | 0.00% | −10.0% | Reduced |
| Trust Co of Vermont | 2,478 | $45.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2,617 | $47.5K | 0.02% | +20+0.8% | Added |
| Federated Hermes, Inc. | 2,702 | $49.0K | 0.00% | +2,702 | New |
| Grey Fox Wealth Advisors, LLC | 3,124 | $56.7K | 0.01% | +3,124 | New |
| CWM, LLC | 3,718 | $67.0K | 0.00% | +856+29.9% | Added |
| Signaturefd, LLC | 4,831 | $87.7K | 0.00% | −186−3.7% | Reduced |
| Knott David M Jr | 5,000 | $90.8K | 0.04% | 00.0% | Unchanged |
| STRS Ohio | 5,100 | $92.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5,200 | $94.4K | 0.00% | +5,200 | New |
| KBC Group NV | 5,809 | $105.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 6,549 | $118.9K | 0.08% | +13+0.2% | Added |
| Amalgamated Bank | 6,618 | $120.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 8,176 | $152.4K | 0.05% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 9,912 | $179.9K | 0.04% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 10,000 | $181.5K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 10,000 | $181.5K | 0.06% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 10,000 | $181.5K | 0.01% | +10,000 | New |
| Whittier Trust Co | 10,000 | $182.3K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 10,139 | $184.0K | 0.01% | −825−7.5% | Reduced |
| Roundview Capital LLC | 10,326 | $187.4K | 0.01% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 10,453 | $189.7K | 0.01% | −4,049−27.9% | Reduced |
| Choate Investment Advisors | 10,580 | $192.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 10,668 | $193.6K | 0.00% | +343+3.3% | Added |
| Caldwell Sutter Capital, Inc. | 10,900 | $197.8K | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 10,985 | $199.4K | 0.01% | −13−0.1% | Reduced |
| Ledyard National Bank | 11,398 | $206.9K | 0.02% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 11,433 | $207.5K | 0.03% | +11,433 | New |
| Tower Research Capital LLC (TRC) | 11,475 | $208.3K | 0.01% | −9,056−44.1% | Reduced |
| Mackenzie Financial Corp | 12,168 | $220.8K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 12,213 | $221.7K | 0.00% | +12,213 | New |
| Marble Harbor Investment Counsel, LLC | 12,427 | $225.6K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 12,298 | $225.8K | 0.00% | +12,298 | New |
| Tortoise Investment Management, LLC | 12,478 | $226.5K | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 12,572 | $228.2K | 0.00% | −530−4.0% | Reduced |
| Raymond James Financial Inc | 12,780 | $232.0K | 0.00% | +200+1.6% | Added |
| JustInvest LLC | 12,786 | $232.1K | 0.00% | +12,786 | New |
| PFG Investments, LLC | 12,799 | $232.3K | 0.01% | +26+0.2% | Added |
| AE Wealth Management LLC | 13,278 | $241.0K | 0.00% | −94−0.7% | Reduced |
| Sterling Capital Management LLC | 13,623 | $247.3K | 0.00% | +8,311+156.5% | Added |
| Principal Financial Group Inc | 13,730 | $249.2K | 0.00% | −172,736−92.6% | Reduced |
| Single Point Partners, LLC | 13,845 | $251.3K | 0.05% | +35+0.3% | Added |
| Engineers Gate Manager LP | 14,179 | $257.3K | 0.00% | −5,517−28.0% | Reduced |
| Bluefin Capital Management, LLC | 14,193 | $257.6K | 0.11% | 00.0% | Unchanged |
| Somerville Kurt F | 14,248 | $258.6K | 0.04% | 00.0% | Unchanged |
| Fiduciary Trust Co | 14,868 | $269.9K | 0.00% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 14,901 | $270.5K | 0.01% | +55+0.4% | Added |
| SEI Investments Co | 14,930 | $271.0K | 0.00% | +2,323+18.4% | Added |