Eastern Bankshares Ownership | Who Owns Eastern Bankshares?
Eastern Bankshares Ownership Summary
Eastern Bankshares is owned by 73.84% institutional investors, 1.21% insiders, and 24.95% retail investors. Vanguard group is the largest institutional shareholder, holding 10.00% of EBC shares. Fidelity Small Cap Value Fund is the top mutual fund, with 3.56% of its assets in Eastern Bankshares shares.
EBC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Eastern Bankshares | 73.84% | 1.21% | 24.95% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 20.12M | 10.00% | $347.11M |
| Fmr | 18.79M | 9.34% | $324.06M |
| Blackrock | 12.66M | 7.77% | $176.98M |
| Blackrock funding, inc. /de | 15.40M | 7.76% | $235.15M |
| T. rowe price investment management | 9.95M | 5.01% | $151.93M |
| State street | 7.46M | 3.71% | $128.75M |
| Dimensional fund advisors lp | 6.93M | 3.44% | $119.59M |
| Holdco asset management, lp | 5.21M | 2.62% | $79.53B |
| First trust advisors lp | 5.08M | 2.52% | $87.64M |
| Geode capital management | 4.57M | 2.27% | $78.87M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Holdco asset management, lp | 5.21M | 12.45% | $79.53B |
| Raffles associates lp | 359.79K | 7.19% | $5.90M |
| M3f | 487.76K | 2.10% | $7.45M |
| Northstar asset management | 407.71K | 1.85% | $7.03M |
| Endeavour capital advisors | 326.28K | 1.71% | $4.98M |
| Stieven capital advisors | 394.52K | 1.18% | $6.02M |
| Azora capital lp | 1.68M | 1.16% | $25.67M |
| Systematic financial management lp | 1.89M | 0.77% | $28.88M |
| Sippican capital advisors | 45.36K | 0.57% | $782.53K |
| White pine capital | 82.30K | 0.48% | $1.42M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Holdco asset management, lp | 5.21M | 12.45% | 5.21M |
| Norges bank | 2.16M | 0.00% | 2.16M |
| First trust advisors lp | 5.08M | 0.08% | 960.59K |
| Jupiter asset management | 1.00M | 0.13% | 774.55K |
| Edgestream partners | 856.82K | 0.36% | 703.24K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Polaris capital management | - | - | -654.37K |
| Nierenberg investment management company | - | - | -613.09K |
| Goldman sachs group | 2.18M | 0.01% | -560.55K |
| Janus henderson group | 2.17M | 0.02% | -518.96K |
| Fj capital management | - | - | -440.19K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Holdco asset management, lp | 5.21M | 12.45% | 5.21M | $79.53B |
| Norges bank | 2.16M | 0.00% | 2.16M | $37.20M |
| Point72 asset management | 700.37K | 0.02% | 700.37K | $10.69M |
| Arrowstreet capital, limited partnership | 398.99K | 0.00% | 398.99K | $6.09M |
| Y-intercept (hong kong) | 204.43K | 0.08% | 204.43K | $3.12M |
Sold Out
| Holder | Change |
|---|---|
| National bank of canada /fi/ | -1.00 |
| Svb wealth | -3.00 |
| Claris advisors, llc / mo / | -7.00 |
| Hexagon capital partners | -12.00 |
| Nelson, van denburg & campbell wealth management group | -32.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 195 | -2.01% | 119,128,954 | 4.29% | 73 | 1.48% | 108 | 33.33% | 52 | -21.21% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Small Cap Value Fund | 6.90M | 3.56% | -420.00K |
| 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 | 4.67M | 2.41% | -88.62K |
| Vanguard Small Cap Index | 4.61M | 2.32% | -30.75K |
| T. Rowe Price Small-Cap Value | 3.34M | 1.72% | -3.91K |
| Vanguard Small Cap Value Index Inv | 2.97M | 1.49% | 8.19K |
| DFA US Small Cap Value I | 2.37M | 1.22% | 140.75K |
| 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 |
|---|---|---|---|---|
| Aug 27, 2025 | Antonakes Steven Louis | Executive VP | Buy | $89.52K |
| Aug 27, 2025 | Antonakes Steven Louis | Executive VP | Buy | $16.00K |
| Aug 27, 2025 | Henry Kathleen Cloherty | Executive VP, General Counsel | Buy | $99.94K |
| Aug 27, 2025 | Miller Quincy Lee | President | Buy | $233.96K |
| Aug 25, 2025 | SHEAHAN DENIS K | Chief Executive Officer | Buy | $497.32K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 6 | - |
| 2025 Q2 | - | 2 |
| 2025 Q1 | 1 | - |
| 2024 Q4 | - | 2 |
| 2024 Q3 | 1 | 1 |
EBC Ownership FAQ
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