Eastern Bankshares Ownership | Who Owns Eastern Bankshares?
Eastern Bankshares Ownership Summary
Eastern Bankshares is owned by 19.11% institutional investors, 1.18% insiders, and 79.71% retail investors. Vanguard group is the largest institutional shareholder, holding 9.79% of EBC shares. Fidelity Small Cap Value Fund is the top mutual fund, with 3.11% of its assets in Eastern Bankshares shares.
EBC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Eastern Bankshares | 19.11% | 1.18% | 79.71% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 19.43M | 9.79% | $352.73M |
| Fmr | 19.01M | 9.58% | $345.06M |
| Blackrock funding, inc. /de | 16.77M | 8.45% | $304.33M |
| Blackrock | 12.66M | 7.77% | $176.98M |
| T. rowe price investment management | 10.32M | 5.20% | $187.34M |
| Dimensional fund advisors lp | 8.61M | 4.34% | $156.32M |
| State street | 7.53M | 3.79% | $136.67M |
| Holdco asset management, lp | 6.41M | 3.23% | $116.32M |
| Geode capital management | 4.84M | 2.44% | $87.78M |
| Jennison associates | 4.32M | 2.18% | $78.39M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Holdco asset management, lp | 6.41M | 12.28% | $116.32M |
| Raffles associates lp | 359.79K | 6.08% | $6.53M |
| Endeavour capital advisors | 417.06K | 2.29% | $7.57M |
| Azora capital lp | 2.60M | 2.18% | $47.15M |
| Northstar asset management | 416.57K | 1.97% | $7.56M |
| Fj capital management | 976.34K | 1.89% | $17.72M |
| Algebris (uk) | 512.66K | 1.05% | $9.30M |
| Anderson financial strategies | 88.85K | 0.96% | $1.61M |
| Systematic financial management lp | 1.93M | 0.85% | $34.96M |
| Bryce point capital | 29.11K | 0.64% | $528.40K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Macquarie group | 2.44M | 0.05% | 2.44M |
| Norges bank | 2.16M | 0.00% | 2.16M |
| Fmr | 19.01M | 0.02% | 2.12M |
| Blackrock funding, inc. /de | 16.77M | 0.01% | 1.37M |
| Holdco asset management, lp | 6.41M | 12.28% | 1.20M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 1.15M | 0.02% | -1.03M |
| Jupiter asset management | - | - | -1.00M |
| Polaris capital management | - | - | -654.37K |
| Edgestream partners | 216.31K | 0.11% | -640.51K |
| Nierenberg investment management company | - | - | -613.09K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Macquarie group | 2.44M | 0.05% | 2.44M | $44.22M |
| Norges bank | 2.16M | 0.00% | 2.16M | $37.20M |
| Fj capital management | 976.34K | 1.89% | 976.34K | $17.72M |
| Algebris (uk) | 512.66K | 1.05% | 512.66K | $9.30M |
| Bridgewater associates, lp | 396.36K | 0.03% | 396.36K | $7.19M |
Sold Out
| Holder | Change |
|---|---|
| National bank of canada /fi/ | -1.00 |
| Svb wealth | -3.00 |
| Claris advisors, llc / mo / | -7.00 |
| Twin peaks wealth advisors | -9.00 |
| Hexagon capital partners | -12.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 125 | -54.87% | 37,934,626 | -73.69% | 19 | 0.36% | 58 | -57.35% | 30 | -67.74% |
| Jun 30, 2025 | 285 | 5.17% | 146,571,749 | 3.99% | 73 | 1.49% | 140 | 13.82% | 96 | 5.49% |
| Mar 31, 2025 | 8 | -96.77% | 4,590,219 | -96.88% | 2 | 0.04% | 6 | -93.81% | 1 | -98.81% |
| Dec 31, 2024 | 245 | 1.66% | 146,874,425 | 4.51% | 72 | 1.43% | 95 | -44.44% | 83 | 130.56% |
| Sep 30, 2024 | 240 | 21.83% | 140,522,944 | 17.89% | 71 | 1.34% | 170 | 55.96% | 36 | -32.08% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Small Cap Value Fund | 6.18M | 3.11% | -725.00K |
| Vanguard US Total Market Shares ETF | 6.09M | 3.07% | 5.42K |
| Vanguard Total Stock Mkt Idx Inv | 5.87M | 2.96% | -124.86K |
| iShares Russell 2000 ETF | 4.77M | 2.40% | - |
| Vanguard Small Cap Index | 4.61M | 2.32% | -30.75K |
| T. Rowe Price Small-Cap Value | 3.15M | 1.59% | -188.63K |
| Vanguard Small Cap Value Index Inv | 2.97M | 1.49% | 8.19K |
| DFA US Small Cap Value I | 2.37M | 1.19% | - |
| T. Rowe Price U.S. SC Value Eq Tr-D | 2.03M | 1.05% | 9.50K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 2.02M | 1.02% | 121.06K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 08, 2025 | Borgen Luis | - | Sell | $86.98K |
| Dec 01, 2025 | Borgen Luis | - | Sell | $85.72K |
| Nov 26, 2025 | CASEY JOSEPH F | - | Sell | $6.14M |
| Oct 28, 2025 | Rosato R David | Chief Financial Officer | Buy | $170.80K |
| Oct 29, 2025 | Rosato R David | Chief Financial Officer | Buy | $168.80K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 3 | 3 |
| 2025 Q3 | 6 | - |
| 2025 Q2 | - | 2 |
| 2025 Q1 | 1 | - |
| 2024 Q4 | - | 2 |
EBC Ownership FAQ
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