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 |
|---|---|---|---|---|---|
| Prosperity Consulting Group, LLC | 10,000 | $181.5K | 0.01% | +10,000 | New |
| Mascoma Wealth Management LLC | 9,912 | $179.9K | 0.04% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 8,176 | $152.4K | 0.05% | 00.0% | Unchanged |
| Amalgamated Bank | 6,618 | $120.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 6,549 | $118.9K | 0.08% | +13+0.2% | Added |
| KBC Group NV | 5,809 | $105.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5,200 | $94.4K | 0.00% | +5,200 | New |
| STRS Ohio | 5,100 | $92.6K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 5,000 | $90.8K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,831 | $87.7K | 0.00% | −186−3.7% | Reduced |
| CWM, LLC | 3,718 | $67.0K | 0.00% | +856+29.9% | Added |
| Grey Fox Wealth Advisors, LLC | 3,124 | $56.7K | 0.01% | +3,124 | New |
| Federated Hermes, Inc. | 2,702 | $49.0K | 0.00% | +2,702 | New |
| Sachetta, LLC | 2,617 | $47.5K | 0.02% | +20+0.8% | Added |
| Trust Co of Vermont | 2,478 | $45.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,434 | $44.2K | 0.00% | −10.0% | Reduced |
| SRS Capital Advisors, Inc. | 2,399 | $43.5K | 0.00% | +2,352+5,004.3% | Added |
| Allworth Financial LP | 2,189 | $39.7K | 0.00% | +584+36.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,100 | $38.6K | 0.00% | −200−8.7% | Reduced |
| Corsicana & Co. | 2,000 | $36.3K | 0.02% | +2,000 | New |
| CIBC Private Wealth Group, LLC | 1,983 | $36.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,971 | $35.8K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,952 | $35.4K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,800 | $32.7K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,733 | $31.0K | 0.00% | +39+2.3% | Added |
| Nisa Investment Advisors, LLC | 1,672 | $30.3K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,169 | $21.2K | 0.00% | −150−11.4% | Reduced |
| Versant Capital Management, Inc | 1,153 | $20.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,080 | $19.6K | 0.00% | −99−8.4% | Reduced |
| Coastline Trust Co | 1,000 | $18.1K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 952 | $17.4K | 0.00% | +476+100.0% | Added |
| Clean Yield Group | 900 | $16.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 875 | $15.9K | 0.00% | −49−5.3% | Reduced |
| GAMMA Investing LLC | 818 | $14.8K | 0.00% | +45+5.8% | Added |
| Smartleaf Asset Management LLC | 747 | $13.6K | 0.00% | +402+116.5% | Added |
| Farther Finance Advisors, LLC | 680 | $12.3K | 0.00% | +38+5.9% | Added |
| Shell Asset Management Co | 659 | $12.0K | 0.00% | −1,563−70.3% | Reduced |
| Root Financial Partners, LLC | 447 | $8.11K | 0.00% | +447 | New |
| Atlantic Private Wealth, LLC | 432 | $7.84K | 0.01% | +432 | New |
| Quarry LP | 408 | $7.41K | 0.00% | +50+14.0% | Added |
| Rothschild Investment LLC | 310 | $5.63K | 0.00% | −25−7.5% | Reduced |
| Danske Bank A/S | 300 | $5.45K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 260 | $5.00K | 0.00% | +2+0.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 228 | $4.14K | 0.00% | +228 | New |
| Bessemer Group Inc | 215 | $4.00K | 0.00% | −28−11.5% | Reduced |
| Hemington Wealth Management | 227 | $4.00K | 0.00% | +86+61.0% | Added |
| American Capital Advisory, LLC | 200 | $3.63K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 180 | $3.27K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 168 | $3.05K | 0.00% | −411−71.0% | Reduced |
| Bare Financial Services, Inc | 166 | $3.01K | 0.00% | +113+213.2% | Added |
| Global Retirement Partners, LLC | 123 | $2.23K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 95 | $1.74K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 94 | $1.71K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 58 | $1.05K | 0.00% | +27+87.1% | Added |
| Fortitude Family Office, LLC | 47 | $853 | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 43 | $780 | 0.00% | +43 | New |
| IFP Advisors, Inc | 39 | $708 | 0.00% | −35−47.3% | Reduced |
| JFS Wealth Advisors, LLC | 39 | $708 | 0.00% | −11−22.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 31 | $531 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 29 | $527 | 0.00% | +29 | New |
| SJS Investment Consulting Inc. | 20 | $363 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $218 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $218 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $145 | 0.00% | +1+14.3% | Added |
| True Wealth Design, LLC | 2 | $37 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $0 | 0.00% | −4,514−99.8% | Reduced |
| Cloud Capital Management, LLC | 38 | $0 | 0.00% | +38 | New |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −1,001,190−100.0% | Sold out |
| M3F, Inc. | 0 | $0 | 0.00% | −487,760−100.0% | Sold out |
| Stieven Capital Advisors, L.P. | 0 | $0 | 0.00% | −394,520−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −213,598−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −204,430−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −162,818−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −141,881−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −118,366−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −96,607−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −93,086−100.0% | Sold out |
| White Pine Capital LLC | 0 | $0 | 0.00% | −84,771−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −84,700−100.0% | Sold out |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −56,535−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −53,962−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −53,120−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −45,744−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| Finer Wealth Management, Inc. | 0 | $0 | 0.00% | −26,775−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −23,864−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −22,436−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −19,123−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −18,045−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −16,243−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −14,245−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −11,516−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −11,261−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −11,259−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −11,207−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −10,433−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −10,326−100.0% | Sold out |
| Net Worth Advisory Group | 0 | $0 | 0.00% | −10,226−100.0% | Sold out |