Eastern Bankshares Ownership | Who Owns Eastern Bankshares?
Eastern Bankshares Ownership Summary
Eastern Bankshares is owned by 72.99% institutional investors, 0.97% insiders, and 26.04% 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 4.02% of its assets in Eastern Bankshares shares.
EBC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Eastern Bankshares | 72.99% | 0.97% | 26.04% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
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 funding, inc. /de | 15.76M | 7.83% | $271.83M |
| Blackrock | 12.66M | 7.77% | $176.98M |
| T. rowe price investment management | 9.68M | 4.81% | $166.94M |
| State street | 7.46M | 3.71% | $128.75M |
| Dimensional fund advisors lp | 6.93M | 3.44% | $119.59M |
| First trust advisors lp | 5.08M | 2.52% | $87.64M |
| Geode capital management | 4.57M | 2.27% | $78.87M |
| Jennison associates | 4.03M | 2.00% | $69.50M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Raffles associates lp | 349.79K | 6.50% | $6.03M |
| Nierenberg investment management company | 613.09K | 5.87% | $10.58M |
| M3f | 628.77K | 3.14% | $10.85M |
| Endeavour capital advisors | 508.66K | 2.79% | $8.77M |
| Stieven capital advisors | 722.55K | 2.22% | $12.46M |
| Northstar asset management | 407.71K | 1.85% | $7.03M |
| Systematic financial management lp | 1.79M | 0.79% | $30.90M |
| Azora capital lp | 782.57K | 0.61% | $13.50M |
| Sippican capital advisors | 45.36K | 0.57% | $782.53K |
| Polaris capital management | 654.37K | 0.54% | $11.29M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 2.16M | 0.00% | 2.16M |
| Frontier capital management | 2.67M | 0.44% | 1.41M |
| First trust advisors lp | 5.08M | 0.08% | 960.59K |
| Azora capital lp | 782.57K | 0.61% | 782.57K |
| Millennium management | 900.44K | 0.01% | 603.99K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | 2.18M | 0.01% | -560.55K |
| Janus henderson group | 2.17M | 0.02% | -518.96K |
| Voloridge investment management | - | - | -452.73K |
| Fj capital management | - | - | -440.19K |
| Endeavour capital advisors | 508.66K | 2.79% | -362.96K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.16M | 0.00% | 2.16M | $37.20M |
| Azora capital lp | 782.57K | 0.61% | 782.57K | $13.50M |
| Verition fund management | 91.70K | 0.01% | 91.70K | $1.58M |
| Colony group | 80.06K | 0.00% | 80.06K | $1.38M |
| Holocene advisors, lp | 53.69K | 0.00% | 53.69K | $926.22K |
Sold Out
| Holder | Change |
|---|---|
| Claris advisors, llc / mo / | -7.00 |
| Nelson, van denburg & campbell wealth management group | -32.00 |
| Capital performance advisors llp | -52.00 |
| Wolverine asset management | -100.00 |
| Kelly financial services | -144.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Small Cap Value Fund | 7.98M | 4.02% | - |
| Vanguard US Total Market Shares ETF | 6.09M | 3.07% | 5.42K |
| Vanguard Total Stock Mkt Idx Inv | 6.06M | 3.06% | 4.21K |
| iShares Russell 2000 ETF | 5.19M | 2.62% | -44.94K |
| Vanguard Small Cap Index | 4.93M | 2.49% | 4.03K |
| T. Rowe Price Small-Cap Value | 3.41M | 1.72% | - |
| Vanguard Small Cap Value Index Inv | 3.25M | 1.64% | -10.15K |
| First Trust SMID Cp Rising Div Achv ETF | 3.08M | 1.55% | 660.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.90M | 1.46% | 3.55K |
| Brown Advisory Small-Cap Fdmtl Val Inv | 2.02M | 1.02% | 114.47K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 11, 2025 | Rosato R David | Chief Financial Officer | Buy | $154.00K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 1 | - |
| 2024 Q4 | - | 2 |
| 2024 Q3 | 1 | 1 |
| 2024 Q2 | - | 3 |
| 2024 Q1 | - | 3 |
EBC Ownership FAQ
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