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Institutional Ownership · SEC Form 13F

Who owns Eastern Bankshares (EBC)


Which tracked institutional funds hold EBC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EBC company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

303
Institutional holders
179M
Shares held (tracked funds)
76.1%
Of shares outstanding

How the tape is positioned

105 tracked funds added or opened EBC while 43 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

EBC’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes EBC more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in EBC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 303 tracked filers holding EBC, 174 increased or opened the position and 134 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in EBC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 20

  • JUPITER ASSET MANAGEMENT LTD$41M
  • Public Sector Pension Investment Board$26M
  • PRINCIPAL FINANCIAL GROUP INC$23M
  • CANADA PENSION PLAN INVESTMENT BOARD$14M
  • HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$5M
  • PICTON MAHONEY ASSET MANAGEMENT$3M

Full exits 27

  • T. Rowe Price Investment Management, Inc.$263M
  • Qube Research & Technologies Ltd$42M
  • FJ Capital Management LLC$34M
  • Alyeska Investment Group, L.P.$23M
  • Jain Global LLC$10M
  • CITADEL ADVISORS LLC$8M

Largest adds

  • BlackRock, Inc.$348M
  • GOLDMAN SACHS GROUP INC$138M
  • STATE STREET CORP$103M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$81M
  • FMR LLC$68M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$53M

Largest trims

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$23M
  • JANE STREET GROUP, LLC$20M
  • MARSHALL WACE, LLP$16M
  • BASSWOOD CAPITAL MANAGEMENT, L.L.C.$7M
  • NORTHSTAR ASSET MANAGEMENT INC$4M
  • ENDEAVOUR CAPITAL ADVISORS INC$4M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added22,422,283$499M12.8%2026-Q2
FMR LLC added16,055,159$357M9.1%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added13,136,655$292M7.5%2026-Q2
STATE STREET CORP added12,124,657$270M6.9%2026-Q2
DIMENSIONAL FUND ADVISORS LP added9,455,830$210M5.4%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed9,411,617$209M5.4%2026-Q2
GOLDMAN SACHS GROUP INC added7,507,507$167M4.3%2026-Q2
HoldCo Asset Management, LP7,382,772$164M4.2%2026-Q2
JENNISON ASSOCIATES LLC trimmed6,514,253$145M3.7%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added5,791,627$129M3.3%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP trimmed5,680,338$126M3.2%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added3,660,287$81M2.1%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed2,918,045$65M1.7%2026-Q2
JPMORGAN CHASE & CO added2,597,403$58M1.5%2026-Q2
NORTHERN TRUST CORP added2,471,316$55M1.4%2026-Q2
FRONTIER CAPITAL MANAGEMENT CO LLC trimmed2,332,022$52M1.3%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added2,153,384$48M1.2%2026-Q2
NORGES BANK trimmed1,994,543$44M1.1%2026-Q2
MORGAN STANLEY added1,949,358$43M1.1%2026-Q2
BROWN ADVISORY INC trimmed1,903,527$42M1.1%2026-Q2
JUPITER ASSET MANAGEMENT LTD added1,837,919$41M1.0%2026-Q2
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed1,820,072$40M1.0%2026-Q2
SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed1,771,172$39M1.0%2026-Q2
BANK OF AMERICA CORP /DE/ added1,717,075$38M1.0%2026-Q2
Bank of New York Mellon Corp added1,685,203$37M1.0%2026-Q2
Nuveen, LLC added1,626,323$36M0.9%2026-Q2
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed1,547,993$34M0.9%2026-Q2
FIRST TRUST ADVISORS LP added1,481,263$33M0.8%2026-Q2
EASTERN BANK added1,472,122$33M0.8%2026-Q2
UBS Group AG added1,426,371$32M0.8%2026-Q2
VANGUARD FIDUCIARY TRUST CO added1,410,976$31M0.8%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE added1,290,830$29M0.7%2026-Q2
Impax Asset Management Group plc1,275,000$28M0.7%2026-Q2
Public Sector Pension Investment Board new1,153,166$26M0.7%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added1,027,908$23M0.6%2026-Q2
Bridgewater Associates, LP trimmed924,805$21M0.5%2026-Q2
CANADA PENSION PLAN INVESTMENT BOARD new620,100$14M0.4%2026-Q2
Invesco Ltd. added585,789$13M0.3%2026-Q2
BARCLAYS PLC trimmed548,451$12M0.3%2026-Q2
RHUMBLINE ADVISERS added532,934$12M0.3%2026-Q2
BASSWOOD CAPITAL MANAGEMENT, L.L.C. trimmed502,120$11M0.3%2026-Q2
Freestone Grove Partners LP added496,320$11M0.3%2026-Q2
AMERIPRISE FINANCIAL INC added483,903$11M0.3%2026-Q2
Legal & General Group Plc added481,736$11M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added440,192$10M0.3%2026-Q2
AMERICAN CENTURY COMPANIES INC added431,276$10M0.2%2026-Q2
Swiss National Bank trimmed422,464$9M0.2%2026-Q2
Cerity Partners LLC trimmed395,642$9M0.2%2026-Q2
RAFFLES ASSOCIATES LP trimmed374,788$8M0.2%2026-Q2
AQR CAPITAL MANAGEMENT LLC added348,732$8M0.2%2026-Q2
ALLIANCEBERNSTEIN L.P. added339,583$7M0.2%2026-Q2
Man Group plc added302,016$7M0.2%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed289,870$6M0.2%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD trimmed287,431$6M0.2%2026-Q2
Creative Planning added286,369$6M0.2%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added278,085$6M0.2%2026-Q2
Focus Partners Wealth trimmed275,388$6M0.2%2026-Q2
Quantinno Capital Management LP added275,238$6M0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed260,354$6M0.1%2026-Q2
CITIGROUP INC added252,476$6M0.1%2026-Q2
TD Asset Management Inc240,558$5M0.1%2026-Q2
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new240,000$5M0.1%2026-Q2
DEUTSCHE BANK AG\ added227,804$5M0.1%2026-Q2
PRUDENTIAL FINANCIAL INC added221,697$5M0.1%2026-Q2
OSAIC HOLDINGS, INC. added211,565$5M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added201,397$4M0.1%2026-Q2
WELLS FARGO & COMPANY/MN added194,407$4M0.1%2026-Q2
FRANKLIN RESOURCES INC added192,793$4M0.1%2026-Q2
Russell Investments Group, Ltd. added188,650$4M0.1%2026-Q2
Rafferty Asset Management, LLC trimmed156,219$3M0.1%2026-Q2
Williams Jones Wealth Management, LLC. trimmed151,390$3M0.1%2026-Q2
TOWLE & CO trimmed150,525$3M0.1%2026-Q2
Corient Private Wealth LP added147,041$3M0.1%2026-Q2
SENTINEL PENSION ADVISORS, LLC trimmed143,374$3M0.1%2026-Q2
MetLife Investment Management, LLC added128,528$3M0.1%2026-Q2
MENDON CAPITAL ADVISORS CORP added127,729$3M0.1%2026-Q2
SEI INVESTMENTS CO trimmed122,593$3M0.1%2026-Q2
PICTON MAHONEY ASSET MANAGEMENT new122,167$3M0.1%2026-Q2
Zurcher Kantonalbank (Zurich Cantonalbank)121,761$3M0.1%2026-Q2
Empowered Funds, LLC added118,855$3M0.1%2026-Q2
Curi Capital, LLC new117,769$3M0.1%2026-Q2
Vanguard Global Advisers, LLC trimmed117,722$3M0.1%2026-Q2
ROYAL BANK OF CANADA added117,332$3M0.1%2026-Q2
Lighthouse Investment Partners, LLC111,367$2M0.1%2026-Q2
HENNESSY ADVISORS INC110,000$2M0.1%2026-Q2
State of New Jersey Common Pension Fund D106,534$2M0.1%2026-Q2
US BANCORP \DE\ trimmed102,986$2M0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed101,494$2M0.1%2026-Q2
Vest Financial, LLC added95,197$2M0.1%2026-Q2
Jupiter Topco LLC new94,598$2M0.1%2026-Q2
Louisiana State Employees Retirement System new93,200$2M0.1%2026-Q2
DARK FOREST CAPITAL MANAGEMENT LP trimmed92,809$2M0.1%2026-Q2
NORTHEAST INVESTMENT MANAGEMENT92,488$2M0.1%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added88,973$2M0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed87,400$2M0.0%2026-Q2
Anderson Financial Strategies, LLC added85,888$2M0.1%2026-Q2
Beaumont Financial Advisors, LLC trimmed85,849$2M0.0%2026-Q2
FIFTH THIRD BANCORP added85,816$2M0.0%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added77,471$2M0.0%2026-Q2
MOODY LYNN LIEBERSON & WALKER, LLC added69,036$2M0.0%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership