DaveManuel.com · Institutional Ownership · Who Owns It
EASTERN BANKSHARES INC (EBC)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
328
Reporting holders
$4.3B
Reported value
84.6%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+27
Holder change
Institutions report 193,221,915 shares against 228,511,552 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $498.7M | 22,422,283 | 0.01% | 8q | +34.1%+$126.9M |
| FMR LLC | $357.1M | 16,055,159 | 0.02% | 23q | +8.4%+$27.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $292.2M | 13,136,655 | 0.01% | 2q | +21.8%+$52.2M |
| T. Rowe Price Investment Management, Inc. | $280.9M | 12,630,998 | 0.18% | 16q | -6.1%-$18.3M |
| STATE STREET CORP | $269.7M | 12,124,657 | 0.01% | 23q | +42.3%+$80.1M |
| DIMENSIONAL FUND ADVISORS LP | $210.3M | 9,455,830 | 0.04% | 20q | +9.7%+$18.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $209.3M | 9,411,617 | 0.00% | 2q | -1.1%-$2.3M |
| GOLDMAN SACHS GROUP INC | $167.0M | 7,507,507 | 0.01% | 23q | +402.1%+$133.7M |
| HoldCo Asset Management, LP | $164.2M | 7,382,772 | 10.54% | 5q | HELD |
| JENNISON ASSOCIATES LLC | $144.9M | 6,514,253 | 0.09% | 23q | -4.8%-$7.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $128.8M | 5,791,627 | 0.01% | 23q | +4.3%+$5.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $126.3M | 5,680,338 | 0.02% | 23q | -5.1%-$6.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $81.4M | 3,660,287 | 0.04% | 5q | +152.8%+$49.2M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $64.9M | 2,918,045 | 0.10% | 3q | -2.7%-$1.8M |
| JPMORGAN CHASE & CO | $57.5M | 2,597,403 | 0.00% | 23q | +115.0%+$30.8M |
| NORTHERN TRUST CORP | $55.0M | 2,471,316 | 0.01% | 23q | +27.3%+$11.8M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $51.9M | 2,332,022 | 0.48% | 8q | -17.9%-$11.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $47.9M | 2,153,384 | 0.01% | 23q | +4.7%+$2.1M |
| NORGES BANK | $44.4M | 1,994,543 | 0.00% | 20q | +9.6%+$3.9M |
| MORGAN STANLEY | $43.4M | 1,949,358 | 0.00% | 23q | +48.4%+$14.1M |
| BROWN ADVISORY INC | $42.3M | 1,903,527 | 0.07% | 23q | -3.1%-$1.3M |
| JUPITER ASSET MANAGEMENT LTD | $40.9M | 1,837,919 | 0.20% | new | NEW |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $40.5M | 1,820,072 | 0.01% | 10q | -5.0%-$2.1M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $39.4M | 1,771,172 | 0.78% | 9q | -4.1%-$1.7M |
| BANK OF AMERICA CORP /DE/ | $38.2M | 1,717,075 | 0.00% | 23q | +123.4%+$21.1M |
| Bank of New York Mellon Corp | $37.5M | 1,685,203 | 0.01% | 23q | +52.5%+$12.9M |
| Nuveen, LLC | $36.2M | 1,626,323 | 0.01% | 6q | +16.9%+$5.2M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $34.4M | 1,547,993 | 0.10% | 20q | -20.9%-$9.1M |
| FIRST TRUST ADVISORS LP | $32.9M | 1,481,263 | 0.02% | 11q | +1148.7%+$30.3M |
| EASTERN BANK | $32.7M | 1,472,122 | 0.50% | 8q | +2.4%+$782.2K |
| UBS Group AG | $31.7M | 1,426,371 | 0.00% | 23q | +35.4%+$8.3M |
| VANGUARD FIDUCIARY TRUST CO | $31.4M | 1,410,976 | 0.01% | 2q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $28.7M | 1,290,830 | 0.02% | 23q | HELD |
| Impax Asset Management Group plc | $28.4M | 1,275,000 | 0.18% | 18q | HELD |
| Public Sector Pension Investment Board | $25.6M | 1,153,166 | 0.07% | new | NEW |
| PRINCIPAL FINANCIAL GROUP INC | $22.9M | 1,027,908 | 0.01% | new | NEW |
| Bridgewater Associates, LP | $20.6M | 924,805 | 0.08% | 4q | -1.8%-$367.8K |
| RAFFLES ASSOCIATES LP | $16.7M | 749,576 | 7.32% | 23q | +89.9%+$7.9M |
| CANADA PENSION PLAN INVESTMENT BOARD | $13.8M | 620,100 | 0.01% | new | NEW |
| Invesco Ltd. | $13.0M | 585,789 | 0.00% | 23q | +50.9%+$4.4M |
| BARCLAYS PLC | $12.2M | 548,451 | 0.00% | 18q | -1.5%-$182.7K |
| RHUMBLINE ADVISERS | $11.9M | 532,934 | 0.01% | 23q | +95.5%+$5.8M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $11.2M | 502,120 | 0.44% | 3q | -45.1%-$9.2M |
| Freestone Grove Partners LP | $11.0M | 496,320 | 0.07% | 3q | +9.0%+$913.0K |
| AMERIPRISE FINANCIAL INC | $10.8M | 483,903 | 0.00% | 20q | +174.0%+$6.8M |
| Legal & General Group Plc | $10.7M | 481,736 | 0.00% | 23q | +164.0%+$6.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.8M | 440,192 | 0.00% | 22q | +6.9%+$633.1K |
| AMERICAN CENTURY COMPANIES INC | $9.6M | 431,276 | 0.00% | 23q | +48.0%+$3.1M |
| Swiss National Bank | $9.4M | 422,464 | 0.00% | 21q | -0.6%-$55.6K |
| Cerity Partners LLC | $8.8M | 395,642 | 0.01% | 8q | -1.9%-$169.5K |
| BESSEMER GROUP INC | $8.0M | 357,493 | 0.01% | 8q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $7.8M | 348,732 | 0.00% | 6q | +96.3%+$3.8M |
| Man Group plc | $6.7M | 302,016 | 0.01% | 23q | +48.0%+$2.2M |
| ALLIANCEBERNSTEIN L.P. | $6.6M | 339,583 | 0.00% | 23q | +19.4%+$1.1M |
| RENAISSANCE TECHNOLOGIES LLC | $6.4M | 289,870 | 0.01% | 21q | -2.4%-$155.7K |
| STATE OF WISCONSIN INVESTMENT BOARD | $6.4M | 287,431 | 0.01% | 18q | -7.9%-$546.9K |
| Creative Planning | $6.4M | 286,369 | 0.00% | 23q | +2.6%+$158.5K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $6.2M | 278,085 | 0.00% | 23q | +18.8%+$977.5K |
| Focus Partners Wealth | $6.1M | 275,388 | 0.01% | 7q | -3.1%-$192.9K |
| Quantinno Capital Management LP | $6.1M | 275,238 | 0.01% | 6q | +28.8%+$1.4M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $5.8M | 260,354 | 0.01% | 23q | -2.8%-$164.2K |
| CITIGROUP INC | $5.6M | 252,476 | 0.00% | 23q | +3.3%+$179.2K |
| TD Asset Management Inc | $5.4M | 240,558 | 0.00% | 14q | HELD |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $5.3M | 240,000 | 0.01% | new | NEW |
| DEUTSCHE BANK AG\ | $5.1M | 227,804 | 0.00% | 23q | +16.0%+$700.4K |
| PRUDENTIAL FINANCIAL INC | $4.9M | 221,697 | 0.01% | 23q | +545.6%+$4.2M |
| OSAIC HOLDINGS, INC. | $4.7M | 211,565 | 0.01% | 23q | +202.1%+$3.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | $4.5M | 201,397 | 0.00% | 2q | +4.6%+$196.7K |
| WELLS FARGO & COMPANY/MN | $4.3M | 194,407 | 0.00% | 23q | +134.1%+$2.5M |
| FRANKLIN RESOURCES INC | $4.3M | 192,793 | 0.00% | 2q | +5.7%+$230.4K |
| Russell Investments Group, Ltd. | $4.2M | 188,650 | 0.00% | 20q | +115.7%+$2.3M |
| Rafferty Asset Management, LLC | $3.5M | 156,219 | 0.01% | 22q | -30.8%-$1.5M |
| Williams Jones Wealth Management, LLC. | $3.4M | 151,390 | 0.04% | 8q | -0.8%-$27.8K |
| TOWLE & CO | $3.3M | 150,525 | 1.13% | 3q | -6.1%-$216.5K |
| SENTINEL PENSION ADVISORS, LLC | $3.3M | 143,374 | 0.43% | 8q | -4.5%-$155.0K |
| Corient Private Wealth LP | $3.3M | 147,041 | 0.00% | 2q | HELD |
| Thrivent Financial for Lutherans | $3.2M | 145,799 | 0.01% | new | NEW |
| MetLife Investment Management, LLC | $2.9M | 128,528 | 0.01% | 23q | +8.4%+$222.2K |
| MENDON CAPITAL ADVISORS CORP | $2.8M | 127,729 | 1.00% | 2q | +325.8%+$2.2M |
| SEI INVESTMENTS CO | $2.7M | 122,593 | 0.00% | 23q | -44.8%-$2.2M |
| PICTON MAHONEY ASSET MANAGEMENT | $2.7M | 122,167 | 0.02% | new | NEW |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $2.7M | 121,761 | 0.01% | 21q | HELD |
| Empowered Funds, LLC | $2.6M | 118,855 | 0.01% | 3q | +2.7%+$69.4K |
| Curi Capital, LLC | $2.6M | 117,769 | 0.04% | new | NEW |
| Vanguard Global Advisers, LLC | $2.6M | 117,722 | 0.00% | 2q | -3.4%-$90.9K |
| ROYAL BANK OF CANADA | $2.6M | 117,332 | 0.00% | 23q | +2.2%+$57.0K |
| Lighthouse Investment Partners, LLC | $2.5M | 111,367 | 0.07% | 2q | HELD |
| HENNESSY ADVISORS INC | $2.4M | 110,000 | 0.08% | 20q | HELD |
| State of New Jersey Common Pension Fund D | $2.4M | 106,534 | 0.01% | 8q | HELD |
| US BANCORP \DE\ | $2.3M | 102,986 | 0.00% | 19q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $2.3M | 101,494 | 0.00% | 9q | -0.5%-$11.6K |
| Handelsbanken Fonder AB | $2.2M | 98,100 | 0.01% | 14q | +40.1%+$625.0K |
| Vest Financial, LLC | $2.1M | 95,197 | 0.02% | new | NEW |
| Jupiter Topco LLC | $2.1M | 94,598 | 0.00% | new | FIRST |
| Louisiana State Employees Retirement System | $2.1M | 93,200 | 0.03% | new | NEW |
| DARK FOREST CAPITAL MANAGEMENT LP | $2.1M | 92,809 | 0.13% | 9q | -42.9%-$1.5M |
| NORTHEAST INVESTMENT MANAGEMENT | $2.1M | 92,488 | 0.08% | 8q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $2.0M | 88,973 | 0.00% | 7q | +87.2%+$921.8K |
| Anderson Financial Strategies, LLC | $2.0M | 85,888 | 1.03% | 5q | +6.2%+$115.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 87,400 | 0.00% | 23q | -4.8%-$97.4K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G | Vanguard Capital Management | 5.1% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-01 | Westermann Donald Michael | Chief Information Officer | Sold | 33,412 | $719.6K ×2 |
| 2026-09-02 | Henry Kathleen Cloherty | Executive VP, General Counsel | Sold | 14,000 | $303.5K |
| 2026-09-01 | Antonakes Steven Louis | Executive VP | Sold | 13,500 | $296.3K |
| 2026-08-19 | CASEY JOSEPH F | Director | Sold | 10,000 | $236.2K |
| 2026-08-21 | CASEY JOSEPH F | Director | Sold | 10,000 | $229.6K |
| 2026-08-20 | CASEY JOSEPH F | Director | Sold | 10,000 | $228.8K |
| 2026-08-24 | CASEY JOSEPH F | Director | Sold | 10,000 | $227.2K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 75 | $60.6M | 2,894,560 | 5 | 16 | 22 | 0.0% |
| Q2 2026 | 328 | $4.3B | 193,221,915 | 67 | 103 | 76 | 0.0% |
| Q1 2026 | 301 | $3.3B | 168,701,218 | 40 | 89 | 96 | 0.1% |
| Q4 2025 | 290 | $3.3B | 179,454,179 | 45 | 126 | 59 | 0.1% |
| Q3 2025 | 269 | $2.8B | 153,552,696 | 30 | 88 | 70 | 0.1% |
| Q2 2025 | 286 | $2.2B | 146,943,105 | 47 | 85 | 92 | 0.0% |
| Q1 2025 | 274 | $2.4B | 143,530,822 | 39 | 77 | 85 | 0.1% |
| Q4 2024 | 249 | $2.5B | 147,038,841 | 19 | 63 | 77 | 0.3% |
| Q3 2024 | 241 | $2.4B | 144,053,060 | 66 | 96 | 37 | 0.2% |
| Q2 2024 | 196 | $1.7B | 120,866,275 | 26 | 77 | 49 | 0.2% |
| Q1 2024 | 199 | $1.6B | 118,680,237 | 33 | 44 | 66 | 0.4% |
| Q4 2023 | 184 | $1.6B | 114,204,878 | 27 | 58 | 47 | 0.3% |
| Q3 2023 | 183 | $1.3B | 106,910,051 | 20 | 63 | 53 | 0.3% |
| Q2 2023 | 183 | $1.3B | 103,593,125 | 16 | 57 | 66 | 0.3% |
| Q1 2023 | 204 | $1.3B | 106,813,303 | 35 | 73 | 59 | 0.3% |
| Q4 2022 | 216 | $1.7B | 97,734,415 | 21 | 61 | 81 | 0.3% |
| Q3 2022 | 210 | $7.2B | 368,283,589 | 14 | 55 | 79 | 0.1% |
| Q2 2022 | 204 | $6.2B | 336,593,016 | 24 | 59 | 70 | 0.1% |
| Q1 2022 | 204 | $7.0B | 323,331,924 | 27 | 60 | 64 | 0.2% |
| Q4 2021 | 198 | $6.9B | 343,717,553 | 33 | 60 | 46 | 0.2% |
| Q3 2021 | 176 | $6.8B | 331,541,091 | 18 | 52 | 50 | 0.4% |
| Q2 2021 | 185 | $6.4B | 309,094,609 | 46 | 42 | 52 | 0.5% |
| Q1 2021 | 151 | $2.7B | 138,386,878 | 28 | 50 | 42 | 1.1% |
| Q4 2020 | 138 | $5.4B | 331,836,613 | 138 | 0 | 0 | 0.3% |