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 |
|---|---|---|---|---|---|
| State of Wyoming | 13,655 | $267.1K | 0.03% | +9,523+230.5% | Added |
| Barrett & Company, Inc. | 13,545 | $264.9K | 0.09% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 13,096 | $256.2K | 0.00% | +50.0% | Added |
| CIBC Bancorp USA Inc. | 12,933 | $253.0K | 0.00% | +12,933 | New |
| Abacus Wealth Partners, LLC | 12,727 | $248.9K | 0.02% | −74−0.6% | Reduced |
| Headlands Technologies LLC | 12,690 | $248.2K | 0.03% | +12,690 | New |
| Tortoise Investment Management, LLC | 12,478 | $244.1K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 12,129 | $237.2K | 0.01% | +12,129 | New |
| DnB Asset Management AS | 11,661 | $228.1K | 0.00% | +11,661 | New |
| Integrated Wealth Concepts LLC | 11,529 | $225.5K | 0.00% | +11,529 | New |
| CWM, LLC | 11,368 | $222.4K | 0.00% | −71−0.6% | Reduced |
| Quadrant Capital Group LLC | 10,968 | $214.5K | 0.01% | −17−0.2% | Reduced |
| STRS Ohio | 10,600 | $207.3K | 0.00% | −16,300−60.6% | Reduced |
| Commerce Bank | 10,387 | $203.2K | 0.00% | +10,387 | New |
| Roundview Capital LLC | 10,326 | $202.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 10,000 | $200.3K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 10,206 | $199.6K | 0.00% | −203−2.0% | Reduced |
| Wealthcare Advisory Partners LLC | 10,018 | $196.0K | 0.00% | +10,018 | New |
| Pension & Wealth Management Advisors, Inc. | 10,000 | $195.6K | 0.06% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 9,912 | $193.9K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8,206 | $162.3K | 0.00% | +1,129+16.0% | Added |
| Caldwell Sutter Capital, Inc. | 8,232 | $161.0K | 0.07% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 8,114 | $158.7K | 0.18% | +4,871+150.2% | Added |
| KBC Group NV | 7,932 | $155.0K | 0.00% | +2,123+36.5% | Added |
| 1620 Investment Advisors, Inc. | 7,468 | $146.1K | 0.10% | +376+5.3% | Added |
| Sterling Capital Management LLC | 7,240 | $141.6K | 0.00% | −5,644−43.8% | Reduced |
| Signaturefd, LLC | 5,497 | $107.5K | 0.00% | +179+3.4% | Added |
| Hantz Financial Services, Inc. | 5,196 | $102.0K | 0.00% | −790−13.2% | Reduced |
| 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 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,817 | $74.7K | 0.00% | +752+24.5% | Added |
| Federated Hermes, Inc. | 3,733 | $73.0K | 0.00% | +2,060+123.1% | Added |
| Sachetta, LLC | 2,652 | $51.9K | 0.03% | +18+0.7% | Added |
| Jones Financial Companies LLLP | 2,673 | $50.8K | 0.00% | +2,258+544.1% | Added |
| Parallel Advisors, LLC | 2,596 | $50.8K | 0.00% | +163+6.7% | Added |
| SHP Wealth Management | 2,528 | $49.5K | 0.00% | −308−10.9% | Reduced |
| Allworth Financial LP | 2,342 | $45.8K | 0.00% | +89+4.0% | Added |
| EverSource Wealth Advisors, LLC | 2,166 | $42.4K | 0.00% | +529+32.3% | Added |
| PFS Partners, LLC | 2,059 | $40.3K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,040 | $39.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2,024 | $39.6K | 0.00% | +65+3.3% | Added |
| Group One Trading, L.P. | 1,930 | $37.8K | 0.00% | +1,930 | New |
| Nomura Asset Management Co Ltd | 1,800 | $35.2K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 2,000 | $32.8K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,431 | $28.0K | 0.00% | +145+11.3% | Added |
| Versant Capital Management, Inc | 1,385 | $27.1K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 1,364 | $26.7K | 0.00% | +749+121.8% | Added |
| MAI Capital Management | 1,302 | $25.5K | 0.00% | +96+8.0% | Added |
| SRS Capital Advisors, Inc. | 1,144 | $22.4K | 0.00% | +113+11.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,100 | $21.5K | 0.00% | +1,100 | New |
| Public Employees Retirement System of Ohio | 1,005 | $19.7K | 0.00% | +52+5.5% | Added |
| 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 |
| Westside Investment Management, Inc. | 952 | $18.9K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 964 | $18.9K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 929 | $18.2K | 0.00% | −60−6.1% | Reduced |
| Covestor Ltd | 940 | $18.0K | 0.01% | +930+9,300.0% | Added |
| Clean Yield Group | 900 | $17.6K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 688 | $13.5K | 0.00% | +158+29.8% | Added |
| Essential Partners LLC | 636 | $12.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 595 | $11.4K | 0.00% | −152−20.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 490 | $10.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 500 | $9.78K | 0.00% | +198+65.6% | Added |
| Rothschild Investment LLC | 478 | $9.35K | 0.00% | +60+14.4% | Added |
| Harbor Capital Advisors, Inc. | 478 | $9.00K | 0.00% | +222+86.7% | Added |
| Danske Bank A/S | 400 | $7.82K | 0.00% | −1,500−78.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 357 | $6.98K | 0.00% | +357 | New |
| CVA Family Office, LLC | 253 | $4.95K | 0.00% | +253 | New |
| Parkside Financial Bank & Trust | 243 | $4.75K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 200 | $3.91K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 166 | $3.25K | 0.00% | −26−13.5% | Reduced |
| Zions Bancorporation, National Association | 154 | $3.01K | 0.00% | +26+20.3% | Added |
| Rockefeller Capital Management L.P. | 134 | $2.62K | 0.00% | +85+173.5% | Added |
| Fortitude Family Office, LLC | 114 | $2.23K | 0.00% | +76+200.0% | Added |
| Capital Advisors, Ltd. LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 102 | $2.00K | 0.00% | +1+1.0% | Added |
| Private Wealth Management Group, LLC | 94 | $1.84K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 91 | $1.78K | 0.00% | +1+1.1% | Added |
| Napier Financial, LLC | 84 | $1.64K | 0.00% | +84 | New |
| First Pacific Advisors, LP | 83 | $1.62K | 0.00% | −85,800−99.9% | Reduced |
| IFP Advisors, Inc | 80 | $1.56K | 0.00% | −11−12.1% | Reduced |
| MH & Associates Securities Management Corp | 50 | $978 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 42 | $822 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 39 | $763 | 0.00% | +14+56.0% | Added |
| DiNuzzo Private Wealth, Inc. | 31 | $607 | 0.00% | 00.0% | Unchanged |
| Trust Co | 30 | $587 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $587 | 0.00% | +10+50.0% | Added |
| Financial Consulate, Inc | 29 | $568 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 29 | $568 | 0.00% | +29 | New |
| Bay Harbor Wealth Management, LLC | 25 | $489 | 0.00% | +15+150.0% | Added |
| Caitong International Asset Management Co., Ltd | 21 | $411 | 0.00% | −2,155−99.0% | Reduced |
| Vanguard Advisers Inc | 21 | $411 | 0.00% | +21 | New |
| Vermillion Wealth Management, Inc. | 20 | $391 | 0.00% | +20 | 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 |
| Twin Peaks Wealth Advisors, LLC | 9 | $176 | 0.00% | +9 | New |
| Curio Wealth, LLC | 4 | $78 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 3 | $73 | 0.00% | −1−25.0% | Reduced |
| True Wealth Design, LLC | 3 | $59 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $39 | 0.00% | +2 | New |