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, Q4 2025
Institutional positions in Eastern Bankshares, Inc. as of Dec 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
- 289
- +27 vs. Q3 2025
- Shares held
- 176.5M
- +24.4M (+16.1%) vs. Q3 2025
- Total value
- $3.25B
- +$493.3M (+17.9%) vs. Q3 2025
- New holders
- 56
- 131 more added
- Sold out
- 29
- 59 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Eastern Bankshares, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | −1−9.1% | Reduced |
| Quest Partners LLC | 1 | $18 | 0.00% | −24,127−100.0% | Reduced |
| True Wealth Design, LLC | 3 | $56 | 0.00% | +1+50.0% | Added |
| Dunhill Financial, LLC | 4 | $69 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 10 | $184 | 0.00% | +2+25.0% | Added |
| HFM Investment Advisors, LLC | 12 | $222 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 18 | $332 | 0.00% | +6+50.0% | Added |
| SJS Investment Consulting Inc. | 20 | $369 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 25 | $461 | 0.00% | +25 | New |
| Financial Consulate, Inc | 29 | $535 | 0.00% | 00.0% | Unchanged |
| Trust Co | 30 | $553 | 0.00% | +30 | New |
| DiNuzzo Private Wealth, Inc. | 31 | $572 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 38 | $700 | 0.00% | −9−19.1% | Reduced |
| C M Bidwell & Associates Ltd | 42 | $774 | 0.00% | +42 | New |
| Rockefeller Capital Management L.P. | 49 | $903 | 0.00% | +49 | New |
| MH & Associates Securities Management Corp | 50 | $922 | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 52 | $959 | 0.00% | +52 | New |
| Basecamp Wealth Advisors LLC | 61 | $1.12K | 0.00% | +61 | New |
| JFS Wealth Advisors, LLC | 90 | $1.66K | 0.00% | +51+130.8% | Added |
| IFP Advisors, Inc | 91 | $1.68K | 0.00% | +52+133.3% | Added |
| Private Wealth Management Group, LLC | 94 | $1.73K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 101 | $1.86K | 0.00% | +101 | New |
| Capital Advisors, Ltd. LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 123 | $2.27K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 128 | $2.36K | 0.00% | +128 | New |
| Bare Financial Services, Inc | 192 | $3.54K | 0.00% | +26+15.7% | Added |
| American Capital Advisory, LLC | 200 | $3.69K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 220 | $4.05K | 0.00% | −188−46.1% | Reduced |
| Parkside Financial Bank & Trust | 243 | $4.48K | 0.00% | +63+35.0% | Added |
| Harbor Capital Advisors, Inc. | 256 | $5.00K | 0.00% | −4−1.5% | Reduced |
| Massmutual Trust Co FSB | 302 | $5.57K | 0.00% | +302 | New |
| Jones Financial Companies LLLP | 415 | $7.66K | 0.00% | +320+336.8% | Added |
| Rothschild Investment LLC | 418 | $7.70K | 0.00% | +108+34.8% | Added |
| Root Financial Partners, LLC | 530 | $9.77K | 0.00% | +83+18.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 490 | $9.93K | 0.00% | −1,610−76.7% | Reduced |
| Kemnay Advisory Services Inc. | 615 | $11.3K | 0.00% | +615 | New |
| Essential Partners LLC | 636 | $11.7K | 0.00% | +636 | New |
| Larson Financial Group LLC | 707 | $13.0K | 0.00% | +707 | New |
| Smartleaf Asset Management LLC | 747 | $13.8K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 900 | $16.6K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 964 | $16.8K | 0.00% | +964 | New |
| Public Employees Retirement System of Ohio | 953 | $17.6K | 0.00% | −127−11.8% | Reduced |
| Westside Investment Management, Inc. | 952 | $17.6K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 989 | $18.2K | 0.00% | −180−15.4% | Reduced |
| Coastline Trust Co | 1,000 | $18.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 1,000 | $18.4K | 0.02% | +1,000 | New |
| SRS Capital Advisors, Inc. | 1,031 | $19.0K | 0.00% | −1,368−57.0% | Reduced |
| MAI Capital Management | 1,206 | $22.2K | 0.00% | +1,038+617.9% | Added |
| GAMMA Investing LLC | 1,286 | $23.7K | 0.00% | +468+57.2% | Added |
| Versant Capital Management, Inc | 1,385 | $25.5K | 0.00% | +232+20.1% | Added |
| EverSource Wealth Advisors, LLC | 1,637 | $30.2K | 0.00% | +762+87.1% | Added |
| Federated Hermes, Inc. | 1,673 | $30.8K | 0.00% | −1,029−38.1% | Reduced |
| Nomura Asset Management Co Ltd | 1,800 | $33.2K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1,900 | $35.0K | 0.00% | +1,600+533.3% | Added |
| Assetmark, Inc | 1,959 | $36.1K | 0.00% | −12−0.6% | Reduced |
| CIBC Private Wealth Group, LLC | 1,983 | $36.5K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 2,000 | $36.9K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,040 | $37.6K | 0.00% | +368+22.0% | Added |
| PFS Partners, LLC | 2,059 | $37.9K | 0.02% | +107+5.5% | Added |
| Caitong International Asset Management Co., Ltd | 2,176 | $40.1K | 0.01% | +2,176 | New |
| Allworth Financial LP | 2,253 | $41.5K | 0.00% | +64+2.9% | Added |
| Parallel Advisors, LLC | 2,433 | $44.8K | 0.00% | −10.0% | Reduced |
| Trust Co of Vermont | 2,478 | $45.7K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2,634 | $48.5K | 0.03% | +17+0.6% | Added |
| Flagship Harbor Advisors, LLC | 2,800 | $51.6K | 0.00% | +2,800 | New |
| SHP Wealth Management | 2,836 | $52.3K | 0.00% | +2,836 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,065 | $56.0K | 0.00% | +1,332+76.9% | Added |
| Bayforest Capital Ltd | 3,243 | $59.8K | 0.04% | +3,243 | New |
| Kestra Advisory Services, LLC | 3,311 | $61.0K | 0.00% | +3,311 | New |
| State of Wyoming | 4,132 | $76.2K | 0.01% | +4,132 | New |
| Knott David M Jr | 5,000 | $92.2K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,318 | $98.0K | 0.00% | +487+10.1% | Added |
| KBC Group NV | 5,809 | $107.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 5,986 | $110.0K | 0.00% | +5,986 | New |
| Tower Research Capital LLC (TRC) | 6,872 | $126.7K | 0.00% | −4,603−40.1% | Reduced |
| Amalgamated Bank | 6,963 | $128.0K | 0.00% | +345+5.2% | Added |
| Farther Finance Advisors, LLC | 7,077 | $130.4K | 0.00% | +6,397+940.7% | Added |
| 1620 Investment Advisors, Inc. | 7,092 | $130.7K | 0.09% | +543+8.3% | Added |
| Caldwell Sutter Capital, Inc. | 8,232 | $151.7K | 0.06% | −2,668−24.5% | Reduced |
| Mascoma Wealth Management LLC | 9,912 | $182.7K | 0.04% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 10,000 | $184.3K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 10,000 | $184.3K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 10,104 | $186.2K | 0.00% | +10,104 | New |
| Roundview Capital LLC | 10,326 | $190.3K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 10,387 | $191.4K | 0.01% | +248+2.4% | Added |
| Brinker Capital Investments, LLC | 10,409 | $191.8K | 0.00% | −2,163−17.2% | Reduced |
| Whittier Trust Co | 10,000 | $194.1K | 0.00% | 00.0% | Unchanged |
| Choate Investment Advisors | 10,580 | $195.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 10,675 | $196.7K | 0.00% | +7+0.1% | Added |
| Quadrant Capital Group LLC | 10,985 | $202.5K | 0.01% | 00.0% | Unchanged |
| Ledyard National Bank | 11,398 | $210.1K | 0.02% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 11,429 | $210.6K | 0.00% | +11,429 | New |
| CWM, LLC | 11,439 | $211.0K | 0.00% | +7,721+207.7% | Added |
| JustInvest LLC | 12,108 | $223.2K | 0.00% | −678−5.3% | Reduced |
| Tortoise Investment Management, LLC | 12,478 | $230.0K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 12,778 | $235.5K | 0.00% | +12,778 | New |
| Abacus Wealth Partners, LLC | 12,801 | $235.9K | 0.02% | +12,801 | New |
| Sterling Capital Management LLC | 12,884 | $237.5K | 0.00% | −739−5.4% | Reduced |
| Cetera Investment Advisers | 12,961 | $238.9K | 0.00% | −11,777−47.6% | Reduced |
| Raymond James Financial Inc | 12,995 | $239.5K | 0.00% | +215+1.7% | Added |