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Eastern Bankshares Inc (EBC)

CUSIP: 27627N105 | NYSE | Financial Services · Banks - Regional | Mid Cap | 669 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GVanguard Capital Management LLC11,694,7445.1%New 5%+ stakeSep 30, 202692d ahead of 13F (9,411,617 sh) · +2,283,127
13GVanguard Capital Management LLC11,694,744
5.1% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (9,411,617 sh) · +2,283,127

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP10,305,999
0.0% of portfolio›$215.7M
Principal Financial Group Inc1,722,732
0.0% of portfolio›$36.1M
Bank of New York Mellon Corp1,673,891
0.0% of portfolio›$35.0M
Eastern Bank1,459,995
0.5% of portfolio›$30.6M
Creative Planning287,454
0.0% of portfolio›$6.0M
Vest Financial, LLC188,493
0.0% of portfolio›$3.9M
Sentinel Pension Advisors, LLC141,993
0.4% of portfolio›$3.0M
Williams Jones Wealth Management, Llc.140,140
0.0% of portfolio›$2.9M
Thrivent Financial for Lutherans137,682
0.0% of portfolio›$2.9M
Citigroup Inc131,203
0.0% of portfolio›$2.7M
Illinois Municipal Retirement Fund110,429
0.0% of portfolio›$2.3M
Hennessy Advisors Inc105,000
0.1% of portfolio›$2.2M
Louisiana State Employees Retirement System89,600
0.0% of portfolio›$1.9M
Northeast Investment Management83,988
0.1% of portfolio›$1.8M
State of New Jersey Common Pension Fund D77,937
0.0% of portfolio›$1.6M
Commonwealth Equity Services, LLC77,479
0.0% of portfolio›$1.6M
Beaumont Financial Advisors, LLC71,372
0.1% of portfolio›$1.5M
Moody Lynn Lieberson & Walker, LLC69,036
0.1% of portfolio›$1.4M
Crestwood Advisors Group, LLC59,171
0.0% of portfolio›$1.2M
Arizona State Retirement System58,587
0.0% of portfolio›$1.2M
Amalgamated Bank54,774
0.0% of portfolio›$1.1M
Yousif Capital Management, LLC53,430
0.0% of portfolio›$1.1M
PVG Asset Management Corp52,562
0.8% of portfolio›$1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS49,533
0.0% of portfolio›$1.0M
Harbor Group, Inc.49,419
0.1% of portfolio›$1.0M
Oregon Public Employees Retirement Fund47,200
0.0% of portfolio›$987.9K
SeaCrest Wealth Management, LLC46,000
0.1% of portfolio›$962.8K
TimesSquare Capital Management, LLC43,832
0.0% of portfolio›$917.4K
Rockland Trust Co36,495
0.0% of portfolio›$763.8K
State of Alaska, Department of Revenue35,318
0.0% of portfolio›$739.0K
Pictet Asset Management Holding SA33,280
0.0% of portfolio›$696.6K
Sippican Capital Advisors32,839
0.5% of portfolio›$687.3K
Atria Investments, Inc32,081
0.0% of portfolio›$671.5K
Lynch & Associates32,000
0.1% of portfolio›$669.8K
ProShare Advisors LLC30,101
0.0% of portfolio›$630.0K
Howland Capital Management LLC29,270
0.0% of portfolio›$612.6K
Alliance Private Wealth, LLC27,761
0.2% of portfolio›$581.0K
Keybank National Association27,375
0.0% of portfolio›$573.0K
iA Global Asset Management Inc.27,289
0.0% of portfolio›$571.0K
Teza Capital Management LLC25,971
0.5% of portfolio›$543.6K
Mutual of America Capital Management LLC23,989
0.0% of portfolio›$502.1K
Sheets Smith Wealth Management22,637
0.0% of portfolio›$473.8K
Strs Ohio21,900
0.0% of portfolio›$458.4K
State of Wyoming21,832
0.0% of portfolio›$456.9K
Ashton Thomas Private Wealth, LLC21,705
0.0% of portfolio›$454.3K
Grimes & Co Wealth Management, LLC21,507
0.0% of portfolio›$450.1K
Xponance LLC20,978
0.0% of portfolio›$439.1K
Kitching Partners, LLC20,796
0.3% of portfolio›$435.3K
CIBC Asset Management Inc20,236
0.0% of portfolio›$423.5K
Wealth Enhancement Advisory Services, LLC18,727
0.0% of portfolio›$394.8K
Ethic Inc.16,021
0.0% of portfolio›$335.3K
Swiss Life Asset Management Ltd15,181
0.0% of portfolio›$317.7K
Signature Estate & Investment Advisors LLC15,179
0.0% of portfolio›$317.7K
Twelve Points Wealth Management LLC14,910
0.1% of portfolio›$333.8K
Profund Advisors LLC14,018
0.0% of portfolio›$293.4K
Virginia Retirement Systems ET Al13,900
0.0% of portfolio›$290.9K
Barrett & Company, Inc.13,545
0.1% of portfolio›$283.5K
StoneX Group Inc.12,306
0.0% of portfolio›$274.5K
Single Point Partners, LLC11,045
0.0% of portfolio›$231.2K
Quadrant Capital Group LLC10,793
0.0% of portfolio›$226.2K
Pension & Wealth Management Advisors, Inc.10,405
0.0% of portfolio›$217.8K
Wealthcare Advisory Partners LLC10,005
0.0% of portfolio›$209.4K
Mascoma Wealth Management LLC9,912
0.0% of portfolio›$207.5K
Abel Hall, LLC9,841
0.0% of portfolio›$206.0K
Farther Finance Advisors, LLC8,619
0.0% of portfolio›$180.4K
KBC Group NV7,932
0.0% of portfolio›$166.0K
1620 Investment Advisors, Inc.7,533
0.1% of portfolio›$157.7K
Covestor Ltd7,296
0.3% of portfolio›$152.0K
Axxion S.A.6,071
0.0% of portfolio›$127.1K
New York State Teachers Retirement System5,500
0.0% of portfolio›$115.0K
Signaturefd, LLC5,313
0.0% of portfolio›$111.2K
Sterling Capital Management LLC4,310
0.0% of portfolio›$90.2K
Parallel Advisors, LLC2,489
0.0% of portfolio›$52.1K
Trust Co of Vermont2,478
0.0% of portfolio›$51.9K
Nisa Investment Advisors, LLC2,342
0.0% of portfolio›$49.0K
Assetmark, Inc2,070
0.0% of portfolio›$43.3K
PFS Partners, LLC2,061
0.0% of portfolio›$43.1K
Bayforest Capital Ltd1,995
0.1% of portfolio›$41.8K
Gamma Investing LLC1,950
0.0% of portfolio›$40.8K
Pinnacle Wealth Planning Services, Inc.1,752
0.0% of portfolio›$36.7K
Versant Capital Management, Inc1,582
0.0% of portfolio›$33.1K
Salomon & Ludwin, LLC1,008
0.0% of portfolio›$21.1K
EverSource Wealth Advisors, LLC1,007
0.0% of portfolio›$21.1K
Coastline Trust Co1,000
0.0% of portfolio›$20.9K
Root Financial Partners, LLC970
0.0% of portfolio›$20.3K
Westside Investment Management, Inc.952
0.0% of portfolio›$20.4K
Clean Yield Group900
0.0% of portfolio›$18.8K
Bare Financial Services, Inc624
0.0% of portfolio›$13.1K
Flagship Wealth Advisors, LLC500
0.0% of portfolio›$10.5K
Loring Wolcott & Coolidge Fiduciary Advisors LLP490
0.0% of portfolio›$10.3K
Harbor Capital Advisors, Inc.465
0.0% of portfolio›$10
Parkside Financial Bank & Trust401
0.0% of portfolio›$8.4K
SJS Investment Consulting Inc.385
0.0% of portfolio›$8.1K
UMB Private Wealth Management, LLC282
0.0% of portfolio›$5.9K
Fortitude Family Office, LLC225
0.0% of portfolio›$4.7K
American Capital Advisory, LLC200
0.0% of portfolio›$4.2K
Farmers & Merchants Investments Inc190
0.0% of portfolio›$4.0K
Essential Partners LLC173
0.0% of portfolio›$3.6K
JFS Wealth Advisors, LLC127
0.0% of portfolio›$2.7K
Capital Advisors, Ltd. LLC112
0.0% of portfolio›$2
Creative Capital Management Investments LLC109
0.0% of portfolio›$2.3K
Private Wealth Management Group, LLC94
0.0% of portfolio›$2.0K
IFP Advisors, Inc65
0.0% of portfolio›$1.4K
MassMutual Private Wealth & Trust, FSB59
0.0% of portfolio›$1.2K
MH & Associates Securities Management Corp50
0.0% of portfolio›$1.0K
Financial Consulate, Inc48
0.0% of portfolio›$1.0K
Bay Harbor Wealth Management, LLC41
0.0% of portfolio›$858
Silver Grove Financial Group, Inc.31
0.0% of portfolio›$649
DiNuzzo Private Wealth, Inc.31
0.0% of portfolio›$649
Trust Co30
0.0% of portfolio›$628
Larson Financial Group LLC29
0.0% of portfolio›$607
Davis Capital Management18
0.0% of portfolio›$377
DecisionPoint Financial, LLC8
0.0% of portfolio›$169
True Wealth Design, LLC3
0.0% of portfolio›$63
Maryland Capital Advisors Inc.2
0.0% of portfolio›$42
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
10,305,999$215.7M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
1,722,732$36.1M0.0%CoreLowDes Moines, IA2026-11-02
Bank of New York Mellon Corp
1,673,891$35.0M0.0%CoreLowNew York, NY2026-11-05
Eastern Bank
1,459,995$30.6M0.5%GrowthMediumBoston, MA2026-10-05
Creative Planning
287,454$6.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Vest Financial, LLC
188,493$3.9M0.0%ValueMediumMclean, VA2026-10-21
Sentinel Pension Advisors, LLC
141,993$3.0M0.4%ETFLowWakefield, MA2026-11-02
Williams Jones Wealth Management, Llc.
140,140$2.9M0.0%GrowthLowNew York, NY2026-11-05
Thrivent Financial for Lutherans
137,682$2.9M0.0%GARPMediumMinneapolis, MN2026-11-05
Citigroup Inc
131,203$2.7M0.0%CoreMediumNew York, NY2026-11-04
Illinois Municipal Retirement Fund
110,429$2.3M0.0%CoreMediumOak Brook, IL2026-11-05
Hennessy Advisors Inc
105,000$2.2M0.1%Deep ValueMediumNovato, CA2026-10-28
Louisiana State Employees Retirement System
89,600$1.9M0.0%IndexLowBaton Rouge, LA2026-10-20
Northeast Investment Management
83,988$1.8M0.1%GrowthVery LowBoston, MA2026-10-30
State of New Jersey Common Pension Fund D
77,937$1.6M0.0%CoreLowTrenton, NJ2026-11-05
Commonwealth Equity Services, LLC
77,479$1.6M0.0%ETFLowWaltham, MA2026-11-02
Beaumont Financial Advisors, LLC
71,372$1.5M0.1%GrowthMediumNeedham, MA2026-10-22
Moody Lynn Lieberson & Walker, LLC
69,036$1.4M0.1%MomentumLowBoston, MA2026-10-14
Crestwood Advisors Group, LLC
59,171$1.2M0.0%GrowthLowBoston, MA2026-10-27
Arizona State Retirement System
58,587$1.2M0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
54,774$1.1M0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
53,430$1.1M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
PVG Asset Management Corp
52,562$1.1M0.8%GrowthMediumGolden, CO2026-10-19
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
49,533$1.0M0.0%CoreLowHarrisburg, PA2026-11-03
Harbor Group, Inc.
49,419$1.0M0.1%ETFVery LowBedford, NH2026-10-14
Oregon Public Employees Retirement Fund
47,200$987.9K0.0%IndexVery LowTigard, OR2026-10-30
SeaCrest Wealth Management, LLC
46,000$962.8K0.1%GrowthLowPurchase, NY2026-10-21
TimesSquare Capital Management, LLC
43,832$917.4K0.0%GrowthMediumNew York, NY2026-11-03
Rockland Trust Co
36,495$763.8K0.0%CoreLowHanover, MA2026-10-05
State of Alaska, Department of Revenue
35,318$739.0K0.0%CoreVery LowJuneau, AK2026-10-15
Pictet Asset Management Holding SA
33,280$696.6K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Sippican Capital Advisors
32,839$687.3K0.5%ValueLowBoston, MA2026-10-23
Atria Investments, Inc
32,081$671.5K0.0%CoreMediumCharlotte, NC2026-10-15
Lynch & Associates
32,000$669.8K0.1%CoreVery LowEvansville, IN2026-10-13
ProShare Advisors LLC
30,101$630.0K0.0%GrowthLowBethesda, MD2026-10-29
Howland Capital Management LLC
29,270$612.6K0.0%CoreLowBoston, MA2026-10-22
Alliance Private Wealth, LLC
27,761$581.0K0.2%ETFVery LowNorth Reading, MA2026-10-20
Keybank National Association
27,375$573.0K0.0%CoreLowBrooklyn, OH2026-11-04
iA Global Asset Management Inc.
27,289$571.0K0.0%GrowthMediumQuebec, Austria2026-10-29
Teza Capital Management LLC
25,971$543.6K0.5%ValueHighAustin, TX2026-10-23
Mutual of America Capital Management LLC
23,989$502.1K0.0%IndexLowNew York, NY2026-10-23
Sheets Smith Wealth Management
22,637$473.8K0.0%CoreLowWinston-Salem, NC2026-10-16
Strs Ohio
21,900$458.4K0.0%CoreMediumColumbus, OH2026-10-30
State of Wyoming
21,832$456.9K0.0%ValueHighCheyenne, WY2026-10-28
Ashton Thomas Private Wealth, LLC
21,705$454.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Grimes & Co Wealth Management, LLC
21,507$450.1K0.0%CoreLowWestborough, MA2026-10-29
Xponance LLC
20,978$439.1K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Kitching Partners, LLC
20,796$435.3K0.3%ETFLowConshohocken, PA2026-11-02
CIBC Asset Management Inc
20,236$423.5K0.0%GARPLowToronto, South Africa2026-11-05
Wealth Enhancement Advisory Services, LLC
18,727$394.8K0.0%CoreLowPlymouth, MN2026-10-13
Ethic Inc.
16,021$335.3K0.0%CoreLowNew York, NY2026-11-03
Swiss Life Asset Management Ltd
15,181$317.7K0.0%CoreLowZurich, Switzerland2026-11-03
Signature Estate & Investment Advisors LLC
15,179$317.7K0.0%ETFMediumLos Angeles, CA2026-10-13
Twelve Points Wealth Management LLC
14,910$333.8K0.1%ETFMediumConcord, MA2026-11-03
Profund Advisors LLC
14,018$293.4K0.0%GrowthLowBethesda, MD2026-10-29
Virginia Retirement Systems ET Al
13,900$290.9K0.0%CoreMediumRichmond, VA2026-10-28
Barrett & Company, Inc.
13,545$283.5K0.1%ETFLowProvidence, RI2026-10-22
StoneX Group Inc.
12,306$274.5K0.0%ETFMediumNew York, NY2026-11-03
Single Point Partners, LLC
11,045$231.2K0.0%ETFVery LowBoston, MA2026-10-19
Quadrant Capital Group LLC
10,793$226.2K0.0%CoreLowCincinnati, OH2026-10-20
Pension & Wealth Management Advisors, Inc.
10,405$217.8K0.0%ETFLowWaltham, MA2026-10-16
Wealthcare Advisory Partners LLC
10,005$209.4K0.0%ETFLowWest Chester, PA2026-10-21
Mascoma Wealth Management LLC
9,912$207.5K0.0%ETFVery LowHanover, NH2026-10-23
Abel Hall, LLC
9,841$206.0K0.0%CoreMediumBaton Rouge, LA2026-10-19
Farther Finance Advisors, LLC
8,619$180.4K0.0%IndexLowSan Francisco, CA2026-10-08
KBC Group NV
7,932$166.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
1620 Investment Advisors, Inc.
7,533$157.7K0.1%ValueLowPlymouth, MA2026-11-04
Covestor Ltd
7,296$152.0K0.3%ValueHighLondon, United Kingdom2026-10-30
Axxion S.A.
6,071$127.1K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
New York State Teachers Retirement System
5,500$115.0K0.0%CoreVery LowAlbany, NY2026-10-22
Signaturefd, LLC
5,313$111.2K0.0%IndexLowAtlanta, GA2026-10-23
Sterling Capital Management LLC
4,310$90.2K0.0%GARPMediumCharlotte, NC2026-10-22
Parallel Advisors, LLC
2,489$52.1K0.0%IndexLowSan Francisco, CA2026-11-03
Trust Co of Vermont
2,478$51.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Nisa Investment Advisors, LLC
2,342$49.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Assetmark, Inc
2,070$43.3K0.0%ETFLowConcord, CA2026-10-21
PFS Partners, LLC
2,061$43.1K0.0%ETFVery LowMine Hill, NJ2026-10-21
Bayforest Capital Ltd
1,995$41.8K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Gamma Investing LLC
1,950$40.8K0.0%IndexVery LowFoster City, CA2026-10-08
Pinnacle Wealth Planning Services, Inc.
1,752$36.7K0.0%GARPLowMansfield, OH2026-10-27
Versant Capital Management, Inc
1,582$33.1K0.0%GARPLowPhoenix, AZ2026-10-02
Salomon & Ludwin, LLC
1,008$21.1K0.0%ETFVery LowRichmond, VA2026-10-29
EverSource Wealth Advisors, LLC
1,007$21.1K0.0%CoreMediumBirmingham, AL2026-11-04
Coastline Trust Co
1,000$20.9K0.0%GrowthVery LowProvidence, RI2026-10-01
Root Financial Partners, LLC
970$20.3K0.0%ETFMediumEncinitas, CA2026-10-21
Westside Investment Management, Inc.
952$20.4K0.0%GrowthLowSanta Monica, CA2026-11-02
Clean Yield Group
900$18.8K0.0%CoreLowNorwich, VT2026-10-28
Bare Financial Services, Inc
624$13.1K0.0%ETFVery LowGap, PA2026-11-04
Flagship Wealth Advisors, LLC
500$10.5K0.0%ETFLowWakefield, MA2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
490$10.3K0.0%GrowthVery LowBoston, MA2026-10-23
Harbor Capital Advisors, Inc.
465$100.0%ValueHighChicago, IL2026-10-22
Parkside Financial Bank & Trust
401$8.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
SJS Investment Consulting Inc.
385$8.1K0.0%ETFVery LowSylvania, OH2026-10-26
UMB Private Wealth Management, LLC
282$5.9K0.0%GrowthN/AKansas City, MO2026-10-19
Fortitude Family Office, LLC
225$4.7K0.0%ETFMediumScottsdale, AZ2026-10-14
American Capital Advisory, LLC
200$4.2K0.0%ETFLowKetchum, ID2026-10-28
Farmers & Merchants Investments Inc
190$4.0K0.0%CoreVery LowLincoln, NE2026-10-22
Essential Partners LLC
173$3.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
JFS Wealth Advisors, LLC
127$2.7K0.0%ETFVery LowHermitage, PA2026-11-03
Capital Advisors, Ltd. LLC
112$20.0%ETFLowShaker Heights, OH2026-10-27
Creative Capital Management Investments LLC
109$2.3K0.0%ETFLowSan Diego, CA2026-10-28
Private Wealth Management Group, LLC
94$2.0K0.0%ETFLowPrinceton, NJ2026-10-19
IFP Advisors, Inc
65$1.4K0.0%GrowthLowTampa, FL2026-10-16
MassMutual Private Wealth & Trust, FSB
59$1.2K0.0%CoreLowSpringfield, MA2026-10-05
MH & Associates Securities Management Corp
50$1.0K0.0%YieldLowCarlsbad, CA2026-10-30
Financial Consulate, Inc
48$1.0K0.0%ETFLowHunt Valley, MD2026-10-23
Bay Harbor Wealth Management, LLC
41$8580.0%ETFMediumHunt Valley, MD2026-11-03
Silver Grove Financial Group, Inc.
31$6490.0%CoreMediumOrchard Park, NY2026-11-05
DiNuzzo Private Wealth, Inc.
31$6490.0%ETFLowBeaver, PA2026-10-16
Trust Co
30$6280.0%ETFVery LowManhattan, KS2026-10-09
Larson Financial Group LLC
29$6070.0%GrowthLowSt Louis, MO2026-11-05
Davis Capital Management
18$3770.0%CoreLowJacksonville, FL2026-10-08
DecisionPoint Financial, LLC
8$1690.0%ETFVery LowMesa, AZ2026-10-27
True Wealth Design, LLC
3$630.0%ETFMediumAkron, OH2026-10-13
Maryland Capital Advisors Inc.
2$420.0%ETFVery LowChester, MD2026-10-15