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 |
|---|---|---|---|---|---|
| Bank of Montreal | 10,675 | $196.7K | 0.00% | +7+0.1% | Added |
| Choate Investment Advisors | 10,580 | $195.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 10,000 | $194.1K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 10,409 | $191.8K | 0.00% | −2,163−17.2% | Reduced |
| Profund Advisors LLC | 10,387 | $191.4K | 0.01% | +248+2.4% | Added |
| Roundview Capital LLC | 10,326 | $190.3K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 10,104 | $186.2K | 0.00% | +10,104 | New |
| 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 |
| Mascoma Wealth Management LLC | 9,912 | $182.7K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 8,232 | $151.7K | 0.06% | −2,668−24.5% | Reduced |
| 1620 Investment Advisors, Inc. | 7,092 | $130.7K | 0.09% | +543+8.3% | Added |
| Farther Finance Advisors, LLC | 7,077 | $130.4K | 0.00% | +6,397+940.7% | Added |
| Amalgamated Bank | 6,963 | $128.0K | 0.00% | +345+5.2% | Added |
| Tower Research Capital LLC (TRC) | 6,872 | $126.7K | 0.00% | −4,603−40.1% | Reduced |
| Hantz Financial Services, Inc. | 5,986 | $110.0K | 0.00% | +5,986 | New |
| KBC Group NV | 5,809 | $107.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,318 | $98.0K | 0.00% | +487+10.1% | Added |
| Knott David M Jr | 5,000 | $92.2K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 4,132 | $76.2K | 0.01% | +4,132 | New |
| Kestra Advisory Services, LLC | 3,311 | $61.0K | 0.00% | +3,311 | New |
| Bayforest Capital Ltd | 3,243 | $59.8K | 0.04% | +3,243 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,065 | $56.0K | 0.00% | +1,332+76.9% | Added |
| SHP Wealth Management | 2,836 | $52.3K | 0.00% | +2,836 | New |
| Flagship Harbor Advisors, LLC | 2,800 | $51.6K | 0.00% | +2,800 | New |
| Sachetta, LLC | 2,634 | $48.5K | 0.03% | +17+0.6% | Added |
| Trust Co of Vermont | 2,478 | $45.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,433 | $44.8K | 0.00% | −10.0% | Reduced |
| Allworth Financial LP | 2,253 | $41.5K | 0.00% | +64+2.9% | Added |
| Caitong International Asset Management Co., Ltd | 2,176 | $40.1K | 0.01% | +2,176 | New |
| PFS Partners, LLC | 2,059 | $37.9K | 0.02% | +107+5.5% | Added |
| Nisa Investment Advisors, LLC | 2,040 | $37.6K | 0.00% | +368+22.0% | Added |
| Corsicana & Co. | 2,000 | $36.9K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,983 | $36.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,959 | $36.1K | 0.00% | −12−0.6% | Reduced |
| Danske Bank A/S | 1,900 | $35.0K | 0.00% | +1,600+533.3% | Added |
| Nomura Asset Management Co Ltd | 1,800 | $33.2K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,673 | $30.8K | 0.00% | −1,029−38.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,637 | $30.2K | 0.00% | +762+87.1% | Added |
| Versant Capital Management, Inc | 1,385 | $25.5K | 0.00% | +232+20.1% | Added |
| GAMMA Investing LLC | 1,286 | $23.7K | 0.00% | +468+57.2% | Added |
| MAI Capital Management | 1,206 | $22.2K | 0.00% | +1,038+617.9% | Added |
| SRS Capital Advisors, Inc. | 1,031 | $19.0K | 0.00% | −1,368−57.0% | 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 |
| Optiver Holding B.V. | 989 | $18.2K | 0.00% | −180−15.4% | Reduced |
| Westside Investment Management, Inc. | 952 | $17.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 953 | $17.6K | 0.00% | −127−11.8% | Reduced |
| Los Angeles Capital Management LLC | 964 | $16.8K | 0.00% | +964 | New |
| Clean Yield Group | 900 | $16.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 747 | $13.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 707 | $13.0K | 0.00% | +707 | New |
| Essential Partners LLC | 636 | $11.7K | 0.00% | +636 | New |
| Kemnay Advisory Services Inc. | 615 | $11.3K | 0.00% | +615 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 490 | $9.93K | 0.00% | −1,610−76.7% | Reduced |
| Root Financial Partners, LLC | 530 | $9.77K | 0.00% | +83+18.6% | Added |
| Rothschild Investment LLC | 418 | $7.70K | 0.00% | +108+34.8% | Added |
| Jones Financial Companies LLLP | 415 | $7.66K | 0.00% | +320+336.8% | Added |
| Massmutual Trust Co FSB | 302 | $5.57K | 0.00% | +302 | New |
| Harbor Capital Advisors, Inc. | 256 | $5.00K | 0.00% | −4−1.5% | Reduced |
| Parkside Financial Bank & Trust | 243 | $4.48K | 0.00% | +63+35.0% | Added |
| Quarry LP | 220 | $4.05K | 0.00% | −188−46.1% | Reduced |
| American Capital Advisory, LLC | 200 | $3.69K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 192 | $3.54K | 0.00% | +26+15.7% | Added |
| Zions Bancorporation, National Association | 128 | $2.36K | 0.00% | +128 | New |
| Global Retirement Partners, LLC | 123 | $2.27K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 101 | $1.86K | 0.00% | +101 | New |
| Private Wealth Management Group, LLC | 94 | $1.73K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 91 | $1.68K | 0.00% | +52+133.3% | Added |
| JFS Wealth Advisors, LLC | 90 | $1.66K | 0.00% | +51+130.8% | Added |
| Basecamp Wealth Advisors LLC | 61 | $1.12K | 0.00% | +61 | New |
| Bell Investment Advisors, Inc | 52 | $959 | 0.00% | +52 | New |
| MH & Associates Securities Management Corp | 50 | $922 | 0.00% | +50 | New |
| Rockefeller Capital Management L.P. | 49 | $903 | 0.00% | +49 | New |
| C M Bidwell & Associates Ltd | 42 | $774 | 0.00% | +42 | New |
| Fortitude Family Office, LLC | 38 | $700 | 0.00% | −9−19.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 31 | $572 | 0.00% | 00.0% | Unchanged |
| Trust Co | 30 | $553 | 0.00% | +30 | New |
| Financial Consulate, Inc | 29 | $535 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 25 | $461 | 0.00% | +25 | New |
| SJS Investment Consulting Inc. | 20 | $369 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 18 | $332 | 0.00% | +6+50.0% | Added |
| HFM Investment Advisors, LLC | 12 | $222 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $184 | 0.00% | +2+25.0% | Added |
| Dunhill Financial, LLC | 4 | $69 | 0.00% | +4 | New |
| True Wealth Design, LLC | 3 | $56 | 0.00% | +1+50.0% | Added |
| Quest Partners LLC | 1 | $18 | 0.00% | −24,127−100.0% | Reduced |
| Covestor Ltd | 10 | $0 | 0.00% | −1−9.1% | Reduced |
| Azora Capital LP | 0 | $0 | 0.00% | −2,597,878−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −2,436,204−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −353,232−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −266,954−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −216,307−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −202,719−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −133,581−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −99,428−100.0% | Sold out |
| CBOE Vest Financial, LLC | 0 | $0 | 0.00% | −71,331−100.0% | Sold out |
| Beese Fulmer Investment Management, Inc. | 0 | $0 | 0.00% | −56,800−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −51,667−100.0% | Sold out |