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, Q1 2026
Institutional positions in Eastern Bankshares, Inc. as of Mar 31, 2026. 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
- 300
- +20 vs. Q4 2025
- Shares held
- 168.7M
- +16.2M (+10.6%) vs. Q4 2025
- Total value
- $3.30B
- +$487.4M (+17.3%) vs. Q4 2025
- New holders
- 46
- 97 more added
- Sold out
- 26
- 101 more reduced
9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Eastern Bankshares, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 2 | $39 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $59 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $73 | 0.00% | −1−25.0% | Reduced |
| Curio Wealth, LLC | 4 | $78 | 0.00% | +4 | New |
| Twin Peaks Wealth Advisors, LLC | 9 | $176 | 0.00% | +9 | New |
| Rialto Wealth Management, LLC | 16 | $313 | 0.00% | −2−11.1% | Reduced |
| HFM Investment Advisors, LLC | 16 | $313 | 0.00% | +4+33.3% | Added |
| Vermillion Wealth Management, Inc. | 20 | $391 | 0.00% | +20 | New |
| Caitong International Asset Management Co., Ltd | 21 | $411 | 0.00% | −2,155−99.0% | Reduced |
| Vanguard Advisers Inc | 21 | $411 | 0.00% | +21 | New |
| Bay Harbor Wealth Management, LLC | 25 | $489 | 0.00% | +15+150.0% | Added |
| Financial Consulate, Inc | 29 | $568 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 29 | $568 | 0.00% | +29 | New |
| Trust Co | 30 | $587 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $587 | 0.00% | +10+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 31 | $607 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 39 | $763 | 0.00% | +14+56.0% | Added |
| C M Bidwell & Associates Ltd | 42 | $822 | 0.00% | 00.0% | Unchanged |
| MH & Associates Securities Management Corp | 50 | $978 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 80 | $1.56K | 0.00% | −11−12.1% | Reduced |
| First Pacific Advisors, LP | 83 | $1.62K | 0.00% | −85,800−99.9% | Reduced |
| Napier Financial, LLC | 84 | $1.64K | 0.00% | +84 | New |
| JFS Wealth Advisors, LLC | 91 | $1.78K | 0.00% | +1+1.1% | Added |
| Private Wealth Management Group, LLC | 94 | $1.84K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 102 | $2.00K | 0.00% | +1+1.0% | Added |
| Capital Advisors, Ltd. LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 114 | $2.23K | 0.00% | +76+200.0% | Added |
| Rockefeller Capital Management L.P. | 134 | $2.62K | 0.00% | +85+173.5% | Added |
| Zions Bancorporation, National Association | 154 | $3.01K | 0.00% | +26+20.3% | Added |
| Bare Financial Services, Inc | 166 | $3.25K | 0.00% | −26−13.5% | Reduced |
| American Capital Advisory, LLC | 200 | $3.91K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 243 | $4.75K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 253 | $4.95K | 0.00% | +253 | New |
| Federation des caisses Desjardins du Quebec | 357 | $6.98K | 0.00% | +357 | New |
| Danske Bank A/S | 400 | $7.82K | 0.00% | −1,500−78.9% | Reduced |
| Harbor Capital Advisors, Inc. | 478 | $9.00K | 0.00% | +222+86.7% | Added |
| Rothschild Investment LLC | 478 | $9.35K | 0.00% | +60+14.4% | Added |
| Massmutual Trust Co FSB | 500 | $9.78K | 0.00% | +198+65.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 490 | $10.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 595 | $11.4K | 0.00% | −152−20.3% | Reduced |
| Essential Partners LLC | 636 | $12.4K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 688 | $13.5K | 0.00% | +158+29.8% | Added |
| Clean Yield Group | 900 | $17.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 940 | $18.0K | 0.01% | +930+9,300.0% | Added |
| Optiver Holding B.V. | 929 | $18.2K | 0.00% | −60−6.1% | Reduced |
| Los Angeles Capital Management LLC | 964 | $18.9K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 952 | $18.9K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 1,000 | $19.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 1,000 | $19.6K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,005 | $19.7K | 0.00% | +52+5.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,100 | $21.5K | 0.00% | +1,100 | New |
| SRS Capital Advisors, Inc. | 1,144 | $22.4K | 0.00% | +113+11.0% | Added |
| MAI Capital Management | 1,302 | $25.5K | 0.00% | +96+8.0% | Added |
| Kemnay Advisory Services Inc. | 1,364 | $26.7K | 0.00% | +749+121.8% | Added |
| Versant Capital Management, Inc | 1,385 | $27.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,431 | $28.0K | 0.00% | +145+11.3% | Added |
| Corsicana & Co. | 2,000 | $32.8K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,800 | $35.2K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,930 | $37.8K | 0.00% | +1,930 | New |
| Assetmark, Inc | 2,024 | $39.6K | 0.00% | +65+3.3% | Added |
| Nisa Investment Advisors, LLC | 2,040 | $39.9K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 2,059 | $40.3K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,166 | $42.4K | 0.00% | +529+32.3% | Added |
| Allworth Financial LP | 2,342 | $45.8K | 0.00% | +89+4.0% | Added |
| SHP Wealth Management | 2,528 | $49.5K | 0.00% | −308−10.9% | Reduced |
| Parallel Advisors, LLC | 2,596 | $50.8K | 0.00% | +163+6.7% | Added |
| Jones Financial Companies LLLP | 2,673 | $50.8K | 0.00% | +2,258+544.1% | Added |
| Sachetta, LLC | 2,652 | $51.9K | 0.03% | +18+0.7% | Added |
| Federated Hermes, Inc. | 3,733 | $73.0K | 0.00% | +2,060+123.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,817 | $74.7K | 0.00% | +752+24.5% | Added |
| Knott David M Jr | 5,000 | $97.8K | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5,000 | $97.8K | 0.00% | +5,000 | New |
| Hantz Financial Services, Inc. | 5,196 | $102.0K | 0.00% | −790−13.2% | Reduced |
| Signaturefd, LLC | 5,497 | $107.5K | 0.00% | +179+3.4% | Added |
| Sterling Capital Management LLC | 7,240 | $141.6K | 0.00% | −5,644−43.8% | Reduced |
| 1620 Investment Advisors, Inc. | 7,468 | $146.1K | 0.10% | +376+5.3% | Added |
| KBC Group NV | 7,932 | $155.0K | 0.00% | +2,123+36.5% | Added |
| Bayforest Capital Ltd | 8,114 | $158.7K | 0.18% | +4,871+150.2% | Added |
| Caldwell Sutter Capital, Inc. | 8,232 | $161.0K | 0.07% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8,206 | $162.3K | 0.00% | +1,129+16.0% | Added |
| Mascoma Wealth Management LLC | 9,912 | $193.9K | 0.04% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 10,000 | $195.6K | 0.06% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,018 | $196.0K | 0.00% | +10,018 | New |
| Brinker Capital Investments, LLC | 10,206 | $199.6K | 0.00% | −203−2.0% | Reduced |
| Whittier Trust Co | 10,000 | $200.3K | 0.00% | 00.0% | Unchanged |
| Roundview Capital LLC | 10,326 | $202.0K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 10,387 | $203.2K | 0.00% | +10,387 | New |
| STRS Ohio | 10,600 | $207.3K | 0.00% | −16,300−60.6% | Reduced |
| Quadrant Capital Group LLC | 10,968 | $214.5K | 0.01% | −17−0.2% | Reduced |
| CWM, LLC | 11,368 | $222.4K | 0.00% | −71−0.6% | Reduced |
| Integrated Wealth Concepts LLC | 11,529 | $225.5K | 0.00% | +11,529 | New |
| DnB Asset Management AS | 11,661 | $228.1K | 0.00% | +11,661 | New |
| Centiva Capital, LP | 12,129 | $237.2K | 0.01% | +12,129 | New |
| Tortoise Investment Management, LLC | 12,478 | $244.1K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 12,690 | $248.2K | 0.03% | +12,690 | New |
| Abacus Wealth Partners, LLC | 12,727 | $248.9K | 0.02% | −74−0.6% | Reduced |
| CIBC Bancorp USA Inc. | 12,933 | $253.0K | 0.00% | +12,933 | New |
| Pensionmark Financial Group, LLC | 13,096 | $256.2K | 0.00% | +50.0% | Added |
| Barrett & Company, Inc. | 13,545 | $264.9K | 0.09% | 00.0% | Unchanged |
| State of Wyoming | 13,655 | $267.1K | 0.03% | +9,523+230.5% | Added |