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 284 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $1.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
14,614
shares
|
$234,408
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
14,599
shares
|
$234,167
0.0% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
14,289
shares
|
$229,195
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Somerville Kurt F
|
May 06, 2025 Q1 2025 |
14,248
shares
|
$228,537
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
14,213
shares
|
$227,976
0.12% of portfolio
|
Q1 2025
Reduced 27.33%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
13,920
shares
|
$223,276
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
13,810
shares
|
$221,512
0.05% of portfolio
|
Q1 2025
Added 19.62%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
13,397
shares
|
$214,887
0.02% of portfolio
|
Q4 2022
Reduced 13.81%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
13,397
shares
|
$214,887
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
12,960
shares
|
$207,878
0.0% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
12,940
shares
|
$207,557
0.0% of portfolio
|
Q4 2024
Reduced 74.42%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
12,793
shares
|
$205,199
0.0% of portfolio
|
Q1 2025
Added 19.9%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
12,557
shares
|
$201,414
0.01% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
12,478
shares
|
$200,147
0.02% of portfolio
|
Q3 2024
Added 24.78%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
12,427
shares
|
$199,329
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
12,425
shares
|
$199,297
0.01% of portfolio
|
Q1 2025
Added 106.02%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
12,362
shares
|
$198,286
0.0% of portfolio
|
Q1 2025
Added 13.02%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
12,168
shares
|
$195,174
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royce & Associates LP
|
May 06, 2025 Q1 2025 |
12,019
shares
|
$192,784
0.0% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Dempze Nancy E
|
May 06, 2025 Q1 2025 |
12,000
shares
|
$192,480
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
11,418
shares
|
$183,144
0.07% of portfolio
|
Q2 2025
Reduced 52.88%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
11,398
shares
|
$182,823
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,386
shares
|
$182,631
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
11,298
shares
|
$181,219
0.0% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
11,275
shares
|
$180,851
0.0% of portfolio
|
Q1 2025
New holding
|