Institutional Ownership Eastern Bankshares, Inc. (EBC)
This table provides information about the institutional ownership of Eastern Bankshares, Inc. (EBC). We have compiled data on the 291 institutions that hold shares in the stock, with a total of 129 Million shares, which have been reported (via 13F filing form) to have a value of $2.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
15,611
shares
|
$275,065
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
15,604
shares
|
$274,942
0.0% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
15,520
shares
|
$273,462
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
15,443
shares
|
$272,105
0.0% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
15,000
shares
|
$264,300
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
14,930
shares
|
$263,066
0.0% of portfolio
|
Q3 2025
Added 18.43%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
14,901
shares
|
$262,555
0.01% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
14,868
shares
|
$261,974
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
14,248
shares
|
$251,049
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,193
shares
|
$250,080
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
14,179
shares
|
$249,833
0.0% of portfolio
|
Q3 2025
Reduced 28.01%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
13,845
shares
|
$243,948
0.05% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
13,730
shares
|
$241,922
0.0% of portfolio
|
Q3 2025
Reduced 92.64%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
13,623
shares
|
$240,037
0.0% of portfolio
|
Q3 2025
Added 156.46%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
13,278
shares
|
$233,958
0.0% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
12,799
shares
|
$225,518
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
12,786
shares
|
$225,289
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
12,780
shares
|
$225,183
0.0% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
12,572
shares
|
$221,518
0.0% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
12,478
shares
|
$219,862
0.02% of portfolio
|
Q3 2024
Added 24.78%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
12,427
shares
|
$218,963
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
12,362
shares
|
$217,818
0.0% of portfolio
|
Q1 2025
Added 13.02%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
12,298
shares
|
$216,690
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
12,213
shares
|
$215,193
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
12,168
shares
|
$214,400
0.0% of portfolio
|
Q3 2024
New holding
|
|