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, Q2 2026
Institutional positions in Eastern Bankshares, Inc. as of Jun 30, 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
- 328
- +31 vs. Q1 2026
- Shares held
- 192.9M
- +24.3M (+14.4%) vs. Q1 2026
- Total value
- $4.29B
- +$991.5M (+30.1%) vs. Q1 2026
- New holders
- 73
- 114 more added
- Sold out
- 42
- 78 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Eastern Bankshares, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Navigoe, LLC | 10 | $0 | 0.00% | +10 | New |
| Maryland Capital Advisors Inc. | 2 | $45 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $67 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $83 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $133 | 0.00% | +4+200.0% | Added |
| DecisionPoint Financial, LLC | 6 | $136 | 0.00% | +6 | New |
| Gilpin Wealth Management, LLC | 7 | $156 | 0.00% | +7 | New |
| Ankerstar Wealth, LLC | 8 | $178 | 0.00% | +8 | New |
| Davis Capital Management | 10 | $222 | 0.00% | +10 | New |
| LRI Investments, LLC | 12 | $267 | 0.00% | +12 | New |
| Plante Moran Financial Advisors, LLC | 19 | $423 | 0.00% | +19 | New |
| Rialto Wealth Management, LLC | 23 | $512 | 0.00% | +7+43.8% | Added |
| HFM Investment Advisors, LLC | 28 | $623 | 0.00% | +12+75.0% | Added |
| Financial Consulate, Inc | 29 | $645 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 29 | $646 | 0.00% | +29 | New |
| Trust Co | 30 | $667 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 31 | $690 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 32 | $712 | 0.00% | +7+28.0% | Added |
| Caitong International Asset Management Co., Ltd | 43 | $956 | 0.00% | +22+104.8% | Added |
| MH & Associates Securities Management Corp | 50 | $1.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 55 | $1.22K | 0.00% | +55 | New |
| IFP Advisors, Inc | 65 | $1.45K | 0.00% | −15−18.8% | Reduced |
| Creative Capital Management Investments LLC | 71 | $1.58K | 0.00% | +71 | New |
| Napier Financial, LLC | 84 | $1.87K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 94 | $2.09K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 105 | $2.33K | 0.00% | +3+2.9% | Added |
| Action Point Financial Planning, LLC | 111 | $2.42K | 0.00% | +111 | New |
| Rockefeller Capital Management L.P. | 113 | $2.51K | 0.00% | −21−15.7% | Reduced |
| JFS Wealth Advisors, LLC | 116 | $2.58K | 0.00% | +25+27.5% | Added |
| Global Retirement Partners, LLC | 123 | $2.74K | 0.00% | +123 | New |
| Zions Bancorporation, National Association | 128 | $2.85K | 0.00% | −26−16.9% | Reduced |
| Umb Bank N A | 129 | $2.87K | 0.00% | +129 | New |
| Silver Grove Financial Group, Inc. | 171 | $3.80K | 0.00% | +171 | New |
| Essential Partners LLC | 173 | $3.85K | 0.00% | −463−72.8% | Reduced |
| Coston, McIsaac & Partners | 200 | $4.00K | 0.00% | +200 | New |
| Washington Trust Advisors, Inc. | 180 | $4.00K | 0.00% | +180 | New |
| Fortitude Family Office, LLC | 189 | $4.20K | 0.00% | +75+65.8% | Added |
| American Capital Advisory, LLC | 200 | $4.45K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 258 | $5.74K | 0.00% | +92+55.4% | Added |
| Parkside Financial Bank & Trust | 275 | $6.12K | 0.00% | +32+13.2% | Added |
| CVA Family Office, LLC | 292 | $6.49K | 0.00% | +39+15.4% | Added |
| SJS Investment Consulting Inc. | 359 | $7.99K | 0.00% | +329+1,096.7% | Added |
| Group One Trading, L.P. | 382 | $8.50K | 0.00% | −1,548−80.2% | Reduced |
| Danske Bank A/S | 400 | $8.90K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 481 | $10.7K | 0.00% | +3+0.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 490 | $10.9K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 478 | $11.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 500 | $11.1K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 500 | $11.1K | 0.00% | +500 | New |
| Smartleaf Asset Management LLC | 595 | $13.1K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 900 | $20.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 938 | $20.9K | 0.00% | −1,228−56.7% | Reduced |
| Westside Investment Management, Inc. | 952 | $21.2K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 964 | $21.4K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 1,000 | $22.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 1,000 | $22.2K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,008 | $22.8K | 0.00% | +1,008 | New |
| Public Employees Retirement System of Ohio | 1,060 | $23.6K | 0.00% | +55+5.5% | Added |
| Versant Capital Management, Inc | 1,385 | $30.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,443 | $32.0K | 0.02% | +503+53.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,476 | $32.8K | 0.00% | +1,437+3,684.6% | Added |
| GAMMA Investing LLC | 1,537 | $34.2K | 0.00% | +106+7.4% | Added |
| Kemnay Advisory Services Inc. | 1,590 | $35.4K | 0.00% | +226+16.6% | Added |
| Kennebec Savings Bank | 1,734 | $38.6K | 0.03% | +1,734 | New |
| Optiver Holding B.V. | 1,890 | $42.0K | 0.00% | +961+103.4% | Added |
| Corsicana & Co. | 2,000 | $44.5K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 2,024 | $45.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 2,060 | $45.8K | 0.02% | +10.0% | Added |
| Nisa Investment Advisors, LLC | 2,061 | $45.8K | 0.00% | +21+1.0% | Added |
| Employees Retirement System of Texas | 2,264 | $50.0K | 0.00% | +2,264 | New |
| Trust Co of Vermont | 2,478 | $55.1K | 0.00% | +2,478 | New |
| Parallel Advisors, LLC | 2,489 | $55.4K | 0.00% | −107−4.1% | Reduced |
| SHP Wealth Management | 2,530 | $56.3K | 0.00% | +2+0.1% | Added |
| Allworth Financial LP | 2,572 | $57.2K | 0.00% | +230+9.8% | Added |
| Sachetta, LLC | 2,672 | $59.4K | 0.03% | +20+0.8% | Added |
| Whittier Trust Co | 2,827 | $64.2K | 0.00% | −7,173−71.7% | Reduced |
| Nykredit A/S | 3,471 | $77.2K | 0.00% | +3,471 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,646 | $81.1K | 0.00% | −171−4.5% | Reduced |
| Nikko Asset Management Americas, Inc. | 3,926 | $87.4K | 0.00% | +3,926 | New |
| Sterling Capital Management LLC | 4,442 | $98.8K | 0.00% | −2,798−38.6% | Reduced |
| Knott David M Jr | 5,000 | $111.2K | 0.06% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 5,015 | $112.0K | 0.00% | −181−3.5% | Reduced |
| Signaturefd, LLC | 5,313 | $118.2K | 0.00% | −184−3.3% | Reduced |
| Jones Financial Companies LLLP | 5,514 | $121.8K | 0.00% | +2,841+106.3% | Added |
| SRS Capital Advisors, Inc. | 7,110 | $158.1K | 0.00% | +5,966+521.5% | Added |
| 1620 Investment Advisors, Inc. | 7,309 | $162.6K | 0.10% | −159−2.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,445 | $165.6K | 0.00% | +7,088+1,985.4% | Added |
| KBC Group NV | 7,932 | $176.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 8,232 | $183.1K | 0.07% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8,342 | $185.5K | 0.00% | +136+1.7% | Added |
| Black Maple Capital Management LP | 9,000 | $200.2K | 0.13% | +9,000 | New |
| O'Shaughnessy Asset Management, LLC | 9,010 | $200.4K | 0.00% | +9,010 | New |
| Cetera Investment Advisers | 9,116 | $202.8K | 0.00% | +9,116 | New |
| Beese Fulmer Investment Management, Inc. | 9,132 | $203.1K | 0.01% | +9,132 | New |
| Inscription Capital, LLC | 9,135 | $203.2K | 0.02% | +9,135 | New |
| Ledyard National Bank | 9,141 | $203.3K | 0.02% | +9,141 | New |
| GTS Securities LLC | 9,268 | $206.1K | 0.00% | −12,656−57.7% | Reduced |
| Abundance Wealth Counselors | 9,330 | $207.5K | 0.01% | +9,330 | New |
| Roundview Capital LLC | 9,437 | $209.9K | 0.01% | −889−8.6% | Reduced |