Eastern Bankshares Ownership | Who Owns Eastern Bankshares?
Eastern Bankshares Ownership Summary
Eastern Bankshares is owned by 71.44% institutional investors, 0.98% insiders, and 27.58% retail investors. Vanguard group is the largest institutional shareholder, holding 10.04% of EBC shares. Fidelity Small Cap Value Fund is the top mutual fund, with 4.05% of its assets in Eastern Bankshares shares.
EBC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Eastern Bankshares | 71.44% | 0.98% | 27.58% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 16.34M | 10.04% | $228.49M |
| Fmr | 13.52M | 8.30% | $188.98M |
| Blackrock | 12.66M | 7.77% | $176.98M |
| T. rowe price investment management | 9.81M | 6.02% | $137.12M |
| State street | 5.77M | 3.54% | $80.67M |
| Dimensional fund advisors lp | 4.84M | 2.97% | $67.60M |
| Janus henderson group | 3.82M | 2.34% | $53.37M |
| First trust advisors lp | 3.80M | 2.33% | $53.13M |
| Geode capital management | 3.73M | 2.29% | $52.13M |
| Jennison associates | 3.50M | 2.15% | $48.96M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Raffles associates lp | 497.99K | 7.84% | $6.96M |
| Nierenberg investment management company | 613.09K | 4.80% | $8.57M |
| M3f | 912.13K | 4.72% | $12.75M |
| Fj capital management | 1.98M | 2.89% | $27.63M |
| Northstar asset management | 450.82K | 1.61% | $6.30M |
| Stieven capital advisors | 480.48K | 1.49% | $6.72M |
| Endeavour capital advisors | 199.36K | 0.97% | $2.79M |
| Single point partners | 145.40K | 0.51% | $295.00K |
| Atom investors lp | 341.22K | 0.48% | $4.77M |
| White pine capital | 52.23K | 0.28% | $730.19K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 13.52M | 0.01% | 1.41M |
| Norges bank | 1.37M | 0.00% | 1.37M |
| Dimensional fund advisors lp | 4.84M | 0.02% | 950.15K |
| First trust advisors lp | 3.80M | 0.05% | 859.19K |
| Massachusetts financial services co /ma/ | 2.08M | 0.01% | 764.88K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 9.81M | 0.09% | -1.96M |
| Voloridge investment management | - | - | -452.73K |
| Jpmorgan chase | 1.50M | 0.00% | -364.05K |
| Jupiter asset management | - | - | -344.38K |
| Mutual of america capital management | - | - | -320.14K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.37M | 0.00% | 1.37M | $19.20M |
| Stieven capital advisors | 480.48K | 1.49% | 480.48K | $6.72M |
| Systematic financial management lp | 248.75K | 0.11% | 248.75K | $3.48M |
| Panagora asset management | 88.19K | 0.01% | 88.19K | $1.23M |
| Corebridge financial | 83.62K | 0.01% | 83.62K | $1.17M |
Sold Out
| Holder | Change |
|---|---|
| Assetmark | -1.00 |
| Nelson, van denburg & campbell wealth management group | -32.00 |
| Wolverine asset management | -100.00 |
| Kelly financial services | -144.00 |
| Quent capital | -667.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 199 | 7.57% | 114,225,878 | 2.53% | 70 | 1.49% | 81 | -13.83% | 66 | 32.00% |
| Dec 31, 2023 | 185 | 1.09% | 111,403,879 | 5.77% | 68 | 1.63% | 94 | 8.05% | 50 | -13.79% |
| Sep 30, 2023 | 183 | -0.54% | 105,329,439 | 1.74% | 64 | 1.59% | 87 | 7.41% | 58 | -13.43% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Small Cap Value Fund | 8.13M | 4.05% | 66.66K |
| Vanguard Total Stock Mkt Idx Inv | 6.06M | 3.04% | -32.43K |
| iShares Russell 2000 ETF | 5.00M | 2.51% | -11.24K |
| Vanguard Small Cap Index | 4.87M | 2.44% | 9.53K |
| First Trust SMID Cp Rising Div Achv ETF | 3.95M | 1.97% | 13.45K |
| T. Rowe Price Small-Cap Value | 3.42M | 1.70% | -30.92K |
| Vanguard Small Cap Value Index Inv | 3.29M | 1.65% | -1.14K |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.85M | 1.43% | -24.17K |
| Janus Henderson Small Cap Value L | 2.07M | 1.03% | - |
| FIAM Small Cap Core CIT Cl B | 2.00M | 1.00% | 26.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 02, 2024 | Jackson Deborah C | - | Sell | $106.03K |
| Dec 02, 2024 | Borgen Luis | - | Sell | $230.50K |
| Sep 04, 2024 | Miller Quincy Lee | President | Sell | $211.18K |
| Aug 21, 2024 | Palandjian Leon Aghababai | - | Buy | $78.20K |
| May 15, 2024 | Borgen Luis | - | Sell | $67.28K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 2 |
| 2024 Q3 | 1 | 1 |
| 2024 Q2 | - | 3 |
| 2024 Q1 | - | 3 |
| 2023 Q4 | - | 7 |
EBC Ownership FAQ
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