Eastern Bankshares Ownership 2024 | Who Owns Eastern Bankshares Now?
Institutional Ownership
73.14%
Insider Ownership
1.03%
Retail Ownership
25.83%
Institutional Holders
194.00
Eastern Bankshares Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 10.04% | 0.00% | 16,344,060 | 56,403 | 0.35% | 228,489,958 | Jun 30, 2024 |
| FMR LLC | 8.30% | 0.01% | 13,517,699 | 1,413,099 | 11.67% | 188,977,428 | Jun 30, 2024 |
| BLACKROCK INC. | 7.77% | 0.00% | 12,659,240 | 97,629 | 0.78% | 176,976,180 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 6.02% | 0.09% | 9,808,015 | -1,959,569 | -16.65% | 137,117,000 | Jun 30, 2024 |
| STATE STREET CORP | 3.54% | 0.00% | 5,770,157 | 593,430 | 11.46% | 80,666,795,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.97% | 0.02% | 4,835,761 | 950,150 | 24.45% | 67,598,924 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 2.34% | 0.03% | 3,817,976 | 22,483 | 0.59% | 53,374,198 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 2.33% | 0.05% | 3,800,282 | 859,194 | 29.21% | 53,127,942 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.29% | 0.00% | 3,728,361 | 144,925 | 4.04% | 52,132,818 | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | 2.15% | 0.03% | 3,501,895 | 508,587 | 16.99% | 48,956,491 | Jun 30, 2024 |
| BROWN ADVISORY INC | 2.04% | 0.06% | 3,314,526 | 20,407 | 0.62% | 46,337,077 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.90% | 0.01% | 3,094,359 | -237,427 | -7.13% | 43,259,139 | Jun 30, 2024 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.55% | 0.09% | 2,519,071 | -4,768 | -0.19% | 35,216,613 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.30% | 0.01% | 2,115,009 | -159,866 | -7.03% | 29,567,826 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.28% | 0.01% | 2,079,028 | 764,881 | 58.20% | 29,064,811 | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 1.21% | 2.89% | 1,976,341 | 150,318 | 8.23% | 27,629,247 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.03% | 0.00% | 1,670,909 | 56,086 | 3.47% | 23,359,313 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.92% | 0.00% | 1,504,902 | -364,049 | -19.48% | 21,038,530 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.92% | 0.00% | 1,496,419 | -46,758 | -3.03% | 20,919,938,000 | Jun 30, 2024 |
| NORGES BANK | 0.84% | 0.00% | 1,373,304 | 1,373,304 | 100.00% | 19,198,790 | Jun 30, 2024 |
Eastern Bankshares's largest institutional shareholder is VANGUARD GROUP INC, holding 10.04% of the company's total share outstanding, currently valued at $228.49M. The top 10 institutional shareholders own together 47.76% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| RAFFLES ASSOCIATES LP | 0.31% | 7.84% | 497,990 | - | - | 6,961,900 | Jun 30, 2024 |
| NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC. | 0.38% | 4.80% | 613,088 | 167,000 | 37.44% | 8,570,970 | Jun 30, 2024 |
| M3F, INC. | 0.56% | 4.72% | 912,126 | -69,449 | -7.08% | 12,752,000 | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 1.21% | 2.89% | 1,976,341 | 150,318 | 8.23% | 27,629,247 | Jun 30, 2024 |
| NORTHSTAR ASSET MANAGEMENT INC | 0.28% | 1.61% | 450,821 | -2,270 | -0.50% | 6,302,478 | Jun 30, 2024 |
| STIEVEN CAPITAL ADVISORS, L.P. | 0.29% | 1.49% | 480,477 | 480,477 | 100.00% | 6,717,068 | Jun 30, 2024 |
| ENDEAVOUR CAPITAL ADVISORS INC | 0.12% | 0.97% | 199,361 | - | - | 2,787,067 | Jun 30, 2024 |
| SINGLE POINT PARTNERS, LLC | 0.09% | 0.51% | 145,401 | - | - | 295,000 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.21% | 0.48% | 341,221 | 236,327 | 225.30% | 4,770,270 | Jun 30, 2024 |
| WHITE PINE CAPITAL LLC | 0.03% | 0.28% | 52,231 | -11,800 | -18.43% | 730,189 | Jun 30, 2024 |
| FINER WEALTH MANAGEMENT, INC. | 0.02% | 0.25% | 28,091 | 120 | 0.43% | 392,712 | Jun 30, 2024 |
| O'ROURKE & COMPANY, INC | 0.02% | 0.20% | 25,503 | -6,500 | -20.31% | 357,000 | Jun 30, 2024 |
| WHALEROCK POINT PARTNERS, LLC | 0.03% | 0.19% | 50,344 | 15,319 | 43.74% | 703,809 | Jun 30, 2024 |
| POLARIS CAPITAL MANAGEMENT, LLC | 0.11% | 0.14% | 182,200 | -17,800 | -8.90% | 2,547,156 | Jun 30, 2024 |
| LITTLE HOUSE CAPITAL LLC | 0.02% | 0.13% | 29,526 | 29,526 | 100.00% | 412,773 | Jun 30, 2024 |
| BEAUMONT FINANCIAL ADVISORS, LLC | 0.07% | 0.12% | 111,394 | 593 | 0.54% | 1,557,291 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.04% | 0.12% | 63,179 | 63,080 | 63717.17% | 883,242 | Jun 30, 2024 |
| HENNESSY ADVISORS INC | 0.14% | 0.12% | 225,000 | 40,000 | 21.62% | 3,145,500 | Jun 30, 2024 |
| LYNCH & ASSOCIATES/IN | 0.02% | 0.11% | 35,000 | - | - | 489,300 | Jun 30, 2024 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 0.15% | 0.11% | 248,750 | 248,750 | 100.00% | 3,477,525 | Jun 30, 2024 |
The largest Eastern Bankshares shareholder by % of total assets is RAFFLES ASSOCIATES LP. The company owns 497.99K shares of Eastern Bankshares (EBC), representing 7.84% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 8.30% | 0.01% | 13,517,699 | 1,413,099 | 11.67% | 188,977,428 | Jun 30, 2024 |
| NORGES BANK | 0.84% | 0.00% | 1,373,304 | 1,373,304 | 100.00% | 19,198,790 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.97% | 0.02% | 4,835,761 | 950,150 | 24.45% | 67,598,924 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 2.33% | 0.05% | 3,800,282 | 859,194 | 29.21% | 53,127,942 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.28% | 0.01% | 2,079,028 | 764,881 | 58.20% | 29,064,811 | Jun 30, 2024 |
| STATE STREET CORP | 3.54% | 0.00% | 5,770,157 | 593,430 | 11.46% | 80,666,795,000 | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | 2.15% | 0.03% | 3,501,895 | 508,587 | 16.99% | 48,956,491 | Jun 30, 2024 |
| STIEVEN CAPITAL ADVISORS, L.P. | 0.29% | 1.49% | 480,477 | 480,477 | 100.00% | 6,717,068 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.17% | 0.09% | 279,545 | 279,545 | 100.00% | 3,908,039 | Jun 30, 2024 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 0.15% | 0.11% | 248,750 | 248,750 | 100.00% | 3,477,525 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.21% | 0.48% | 341,221 | 236,327 | 225.30% | 4,770,270 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.11% | 0.01% | 179,620 | 179,620 | 100.00% | 2,511,000 | Jun 30, 2024 |
| NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC. | 0.38% | 4.80% | 613,088 | 167,000 | 37.44% | 8,570,970 | Jun 30, 2024 |
| MAN GROUP PLC | 0.22% | 0.01% | 355,816 | 164,491 | 85.97% | 4,974,308 | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 1.21% | 2.89% | 1,976,341 | 150,318 | 8.23% | 27,629,247 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.29% | 0.00% | 3,728,361 | 144,925 | 4.04% | 52,132,818 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.19% | 0.00% | 306,206 | 125,441 | 69.39% | 4,280,761 | Jun 30, 2024 |
| BLACKROCK INC. | 7.77% | 0.00% | 12,659,240 | 97,629 | 0.78% | 176,976,180 | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | 0.05% | 0.01% | 88,187 | 88,187 | 100.00% | 1,232,854 | Jun 30, 2024 |
| CAXTON ASSOCIATES LP | 0.05% | 0.04% | 84,699 | 84,699 | 100.00% | 1,184,092 | Jun 30, 2024 |
As of Jun 30 2024, Eastern Bankshares's largest institutional buyer is FMR LLC. The company purchased 1.41M stocks of EBC, valued at $188.98M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 6.02% | 0.09% | 9,808,015 | -1,959,569 | -16.65% | 137,117,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.92% | 0.00% | 1,504,902 | -364,049 | -19.48% | 21,038,530 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.04% | 0.00% | 59,483 | -305,436 | -83.70% | 831,572 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.90% | 0.01% | 3,094,359 | -237,427 | -7.13% | 43,259,139 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.13% | 0.00% | 205,500 | -210,400 | -50.59% | 2,872,890 | Jun 30, 2024 |
| STATE OF NEW JERSEY COMMON PENSION FUND D | - | - | - | -207,849 | -100.00% | - | Jun 30, 2024 |
| RELATIVE VALUE PARTNERS GROUP, LLC | - | - | - | -202,023 | -100.00% | - | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.30% | 0.01% | 2,115,009 | -159,866 | -7.03% | 29,567,826 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.84% | 0.02% | 1,367,685 | -155,891 | -10.23% | 19,120,236 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -137,496 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -119,625 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.10% | 0.00% | 160,720 | -113,659 | -41.42% | 2,246,000 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.28% | 0.02% | 452,731 | -102,251 | -18.42% | 6,329,179 | Jun 30, 2024 |
| BROWN BROTHERS HARRIMAN & CO | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.08% | 0.01% | 132,611 | -97,849 | -42.46% | 1,853,902 | Jun 30, 2024 |
| MORGAN STANLEY | 0.27% | 0.00% | 445,289 | -77,263 | -14.79% | 6,225,140 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -76,436 | -100.00% | - | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.13% | 0.00% | 212,449 | -74,674 | -26.01% | 2,970,037 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -71,290 | -100.00% | - | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.04% | 0.00% | 69,250 | -69,653 | -50.15% | 968,115 | Jun 30, 2024 |
As of Jun 30 2024, Eastern Bankshares's biggest institutional seller is T. ROWE PRICE INVESTMENT MANAGEMENT, INC.. The company sold -1.96M shares of EBC, valued at $137.12M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.84% | 0.00% | 1,373,304 | 1,373,304 | 100.00% | 19,198,790 | Jun 30, 2024 |
| STIEVEN CAPITAL ADVISORS, L.P. | 0.29% | 1.49% | 480,477 | 480,477 | 100.00% | 6,717,068 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.17% | 0.09% | 279,545 | 279,545 | 100.00% | 3,908,039 | Jun 30, 2024 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 0.15% | 0.11% | 248,750 | 248,750 | 100.00% | 3,477,525 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.11% | 0.01% | 179,620 | 179,620 | 100.00% | 2,511,000 | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | 0.05% | 0.01% | 88,187 | 88,187 | 100.00% | 1,232,854 | Jun 30, 2024 |
| CAXTON ASSOCIATES LP | 0.05% | 0.04% | 84,699 | 84,699 | 100.00% | 1,184,092 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.01% | 83,621 | 83,621 | 100.00% | 1,169,022 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 78,096 | 78,096 | 100.00% | 1,091,782 | Jun 30, 2024 |
| NATIXIS | 0.03% | 0.00% | 55,200 | 55,200 | 100.00% | 771,696 | Jun 30, 2024 |
| LITTLE HOUSE CAPITAL LLC | 0.02% | 0.13% | 29,526 | 29,526 | 100.00% | 412,773 | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | 0.02% | 0.07% | 27,885 | 27,885 | 100.00% | 389,832 | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.01% | 0.00% | 20,000 | 20,000 | 100.00% | 274,000 | Jun 30, 2024 |
| STATE OF WYOMING | 0.01% | 0.04% | 18,742 | 18,742 | 100.00% | 262,013 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.01% | 0.00% | 17,865 | 17,865 | 100.00% | 249,747 | Jun 30, 2024 |
| DIVERSIFIED TRUST CO | 0.01% | 0.01% | 17,495 | 17,495 | 100.00% | 244,580 | Jun 30, 2024 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 0.01% | 0.05% | 16,279 | 16,279 | 100.00% | 227,587 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.01% | 0.01% | 15,985 | 15,985 | 100.00% | 223,000 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 0.01% | 0.00% | 12,943 | 12,943 | 100.00% | 180,943 | Jun 30, 2024 |
| PROFUND ADVISORS LLC | 0.01% | 0.01% | 10,694 | 10,694 | 100.00% | 149,502 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.01% | - | 10,201 | 10,201 | 100.00% | 142,610 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.03% | 6,085 | 6,085 | 100.00% | 85,068 | Jun 30, 2024 |
| SACHETTA, LLC | 0.00% | 0.02% | 2,521 | 2,521 | 100.00% | 41,773 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.00% | - | 758 | 758 | 100.00% | 10,000 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 685 | 685 | 100.00% | 9,577 | Jun 30, 2024 |
Eastern Bankshares's largest new institutional shareholder by number of shares is NORGES BANK, purchased 1.37M shares, valued at $19.20M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| STATE OF NEW JERSEY COMMON PENSION FUND D | - | - | - | -207,849 | -100.00% | - | Jun 30, 2024 |
| RELATIVE VALUE PARTNERS GROUP, LLC | - | - | - | -202,023 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -137,496 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -119,625 | -100.00% | - | Jun 30, 2024 |
| BROWN BROTHERS HARRIMAN & CO | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -76,436 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -71,290 | -100.00% | - | Jun 30, 2024 |
| ENTERPRISE BANK & TRUST CO | - | - | - | -55,159 | -100.00% | - | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -31,253 | -100.00% | - | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -31,201 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -24,953 | -100.00% | - | Jun 30, 2024 |
| FREESTONE CAPITAL HOLDINGS, LLC | - | - | - | -19,718 | -100.00% | - | Jun 30, 2024 |
| WELCH & FORBES LLC | - | - | - | -19,700 | -100.00% | - | Jun 30, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | - | - | - | -14,882 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -11,655 | -100.00% | - | Jun 30, 2024 |
| AXQ CAPITAL, LP | - | - | - | -11,099 | -100.00% | - | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | - | - | - | -10,291 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -9,136 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -8,524 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -4,600 | -100.00% | - | Jun 30, 2024 |
| ARMSTRONG ADVISORY GROUP, INC | - | - | - | -2,000 | -100.00% | - | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | - | - | - | -1,500 | -100.00% | - | Jun 30, 2024 |
| KELLY FINANCIAL SERVICES LLC | - | - | - | -144 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -32 | -100.00% | - | Jun 30, 2024 |
| ASSETMARK, INC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Eastern Bankshares's largest sold out institutional shareholder by shares sold is STATE OF NEW JERSEY COMMON PENSION FUND D, sold -0.21M shares, valued at -, as of undefined.
Eastern Bankshares Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| JOHN HANCOCK INVESTMENT TRUST II | 2.11% | 894,033 | 352,711 | 65.16% | Jan 31, 2024 |
| Thrivent ETF Trust | 0.99% | 47,100 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.59% | 4,645,808 | -1,264,700 | -21.40% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.52% | 2,881,921 | 2,877,752 | 69027.39% | Mar 31, 2024 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.47% | 1,704,700 | 65,600 | 4.00% | Mar 31, 2024 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.31% | 416,161 | - | - | Mar 31, 2024 |
| Walthausen Funds | 0.30% | 10,390 | - | - | Apr 30, 2023 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.27% | 1,168,509 | 8,203 | 0.71% | Mar 28, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.22% | 214,867 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.21% | 111,059 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.15% | 349,464 | - | - | Mar 28, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.10% | 64,767 | -12,719 | -16.41% | Feb 29, 2024 |
| DEUTSCHE DWS VARIABLE SERIES I | 0.09% | 32,558 | - | - | Mar 31, 2024 |
| FIDELITY SECURITIES FUND | 0.09% | 8,270,100 | 860,000 | 11.61% | Jan 31, 2024 |
| Keeley Funds, Inc. | 0.09% | 22,731 | - | - | Dec 29, 2023 |
| HENNESSY FUNDS TRUST | 0.09% | 175,000 | -15,000 | -7.89% | Jan 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.07% | 795,300 | 96,900 | 13.87% | Mar 31, 2024 |
| Voya EQUITY TRUST | 0.06% | 94,673 | 6,778 | 7.71% | Feb 29, 2024 |
| SMALLCAP WORLD FUND INC | 0.05% | 3,732,250 | - | - | Mar 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.05% | 3,052 | - | - | Feb 29, 2024 |
| Brown Advisory Funds | 0.05% | 1,816,523 | 15,847 | 0.88% | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.04% | 270,415 | -12,118 | -4.29% | Mar 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.04% | 188,552 | - | - | Jan 31, 2024 |
| PRUDENTIAL SECTOR FUNDS, INC. | 0.04% | 82,295 | 6,721 | 8.89% | Feb 29, 2024 |
| DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 0.04% | 85,027 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.04% | 22,755 | -686 | -2.93% | Mar 31, 2024 |
| PAX WORLD FUNDS SERIES TRUST I | 0.04% | 750,000 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.04% | 101,100 | 25,300 | 33.38% | Mar 31, 2024 |
| HOMESTEAD FUNDS INC | 0.04% | 195,300 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.03% | 14,054,544 | -2,403,860 | -14.61% | Mar 31, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.03% | 292,717 | - | - | Mar 28, 2024 |
| PUTNAM INVESTMENT FUNDS | 0.03% | 149,300 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.03% | 601,666 | - | - | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.03% | 168,945 | - | - | Aug 31, 2023 |
| DEUTSCHE DWS VARIABLE SERIES II | 0.03% | 61,996 | - | - | Mar 31, 2024 |
| Humankind Benefit Corp | 0.02% | 513 | 37 | 7.77% | Dec 31, 2023 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.02% | 4,805 | - | - | Mar 31, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.02% | 14,621 | 751 | 5.41% | Sep 30, 2023 |
| FIDELITY ADVISOR SERIES VII | 0.02% | 159,300 | -18,200 | -10.25% | Jan 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.02% | 41,173 | - | - | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.02% | 53,031 | 868 | 1.66% | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 60,145 | 21,073 | 53.93% | Jan 31, 2024 |
| Federated Hermes MDT Series | 0.01% | 36,015 | - | - | Jan 31, 2024 |
| VICTORY PORTFOLIOS | 0.01% | 437,770 | - | - | Mar 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.01% | 824,700 | 171,400 | 26.24% | Feb 29, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 28,203 | - | - | Mar 31, 2024 |
| EATON VANCE GROWTH TRUST | 0.01% | 133,904 | - | - | Feb 29, 2024 |
| ROYCE FUND | 0.01% | 79,400 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.01% | 491,988 | 8,595 | 1.78% | Jan 31, 2024 |
| WILLIAM BLAIR FUNDS | 0.01% | 999,551 | 6,208 | 0.62% | Mar 31, 2024 |
| JANUS INVESTMENT FUND | 0.01% | 3,017,190 | 513,194 | 20.50% | Dec 31, 2023 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.01% | 361,157 | -149,459 | -29.27% | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.01% | 241,925 | -7,760 | -3.11% | Mar 31, 2024 |
| VANGUARD WHITEHALL FUNDS | 0.01% | 682,629 | -12,951 | -1.86% | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.01% | 1,495,163 | 42,301 | 2.91% | Feb 29, 2024 |
| Thrivent Core Funds | 0.01% | 436,346 | - | - | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.01% | 16,055 | - | - | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.01% | 191,429 | -8,707 | -4.35% | Mar 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.01% | 33,590 | - | - | Jan 31, 2024 |
| T. Rowe Price Spectrum Funds II, Inc. | 0.01% | 73,190 | -510 | -0.69% | Feb 29, 2024 |
| NUVEEN INVESTMENT FUNDS INC | 0.00% | 160,798 | - | - | Jan 31, 2024 |
| MML SERIES INVESTMENT FUND | 0.00% | 40,652 | - | - | Dec 31, 2023 |
| TARGET PORTFOLIO TRUST | 0.00% | 81,900 | 36,500 | 80.40% | Jan 31, 2024 |
| TIMOTHY PLAN | 0.00% | 16,804 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 282,654 | -37,177 | -11.62% | Jan 31, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 351,097 | -50,800 | -12.64% | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 98,915 | -7,685 | -7.21% | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 1,411,248 | 43,875 | 3.21% | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 54,653 | 1,382 | 2.59% | Jan 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 75,968 | 5,535 | 7.86% | Mar 28, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 229,896 | 45,764 | 24.85% | Feb 29, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 1,097,245 | 73,082 | 7.14% | Feb 29, 2024 |
| PUTNAM VARIABLE TRUST | 0.00% | 62,900 | - | - | Mar 31, 2024 |
| Tidal ETF Trust | 0.00% | 23,048 | - | - | Jan 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 38,790 | 732 | 1.92% | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,723,979 | 153,190 | 9.75% | Jan 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.00% | 17,807 | - | - | Jan 31, 2024 |
| Global X Funds | 0.00% | 71,290 | - | - | Jan 31, 2024 |
| Innovator ETFs Trust | 0.00% | 6,300 | - | - | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 7,254 | -406 | -5.30% | Mar 31, 2024 |
| PRUDENTIAL SERIES FUND | 0.00% | 115,064 | - | - | Mar 28, 2024 |
| Direxion Shares ETF Trust | 0.00% | 177,980 | 73,577 | 70.47% | Jan 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 154,833 | 973 | 0.63% | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 276,521 | -8,460 | -2.97% | Feb 29, 2024 |
| Natixis Funds Trust II | 0.00% | 149,624 | - | - | Feb 29, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.00% | 1,763 | 7 | 0.40% | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 9,500 | 6,100 | 179.41% | Mar 28, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 2,652 | - | - | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 19,859 | - | - | Jan 31, 2024 |
| MFS VARIABLE INSURANCE TRUST III | 0.00% | 14,792 | 14,792 | - | Mar 31, 2024 |
| Voya INVESTORS TRUST | 0.00% | 48,638 | -3,601 | -6.89% | Mar 31, 2024 |
| Managed Portfolio Series | 0.00% | 19,129 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 54,871 | 900 | 1.67% | Mar 31, 2024 |
| VALIC Co I | 0.00% | 238,416 | 23,533 | 10.95% | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 9,050 | 509 | 5.96% | Mar 31, 2024 |
| SEASONS SERIES TRUST | 0.00% | 16,923 | -834 | -4.70% | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 92,319 | 74 | 0.08% | Mar 28, 2024 |
| Dunham Funds | 0.00% | 42,443 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.00% | 7,984 | - | - | Jan 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 50,486 | 26,203 | 107.91% | Mar 31, 2024 |
Eastern Bankshares's largest mutual fund holder by % of total assets is "JOHN HANCOCK INVESTMENT TRUST II", owning 894.03K shares, compromising 2.11% of its total assets.
Eastern Bankshares Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 194 | -2.51% |
| 31 Mar, 24 | 199 | 7.57% |
| 31 Dec, 23 | 185 | 1.09% |
| 30 Sep, 23 | 183 | -0.54% |
| 30 Jun, 23 | 184 | -10.24% |
| 31 Mar, 23 | 205 | -4.65% |
| 31 Dec, 22 | 215 | -1.38% |
| 30 Sep, 22 | 218 | 1.87% |
| 30 Jun, 22 | 214 | 1.42% |
| 31 Mar, 22 | 211 | 3.94% |
| 31 Dec, 21 | 203 | 12.78% |
| 30 Sep, 21 | 180 | -5.26% |
| 30 Jun, 21 | 190 | 22.58% |
| 31 Mar, 21 | 155 | 9.15% |
| 31 Dec, 20 | 142 | - |
As of 30 Jun 24, 194 institutions are holding Eastern Bankshares's shares, representing a decrease of -2.51% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 119,118,325 | 4.28% |
| 31 Mar, 24 | 114,225,878 | 2.53% |
| 31 Dec, 23 | 111,403,879 | 5.77% |
| 30 Sep, 23 | 105,329,439 | 1.74% |
| 30 Jun, 23 | 103,529,240 | 4.32% |
| 31 Mar, 23 | 99,239,538 | 1.68% |
| 31 Dec, 22 | 97,596,491 | -0.58% |
| 30 Sep, 22 | 98,170,294 | 1.76% |
| 30 Jun, 22 | 96,471,593 | -0.91% |
| 31 Mar, 22 | 97,353,694 | 3.81% |
| 31 Dec, 21 | 93,776,170 | 4.63% |
| 30 Sep, 21 | 89,627,417 | 0.20% |
| 30 Jun, 21 | 89,449,751 | -3.49% |
| 31 Mar, 21 | 92,683,977 | 9.54% |
| 31 Dec, 20 | 84,611,278 | - |
Eastern Bankshares (EBC) has 119.12M shares outstanding as of 30 Jun 24, up 4.28% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 73.14% | 1.48% |
| 31 Mar, 24 | 70.38% | 1.49% |
| 31 Dec, 23 | 68.64% | 1.63% |
| 30 Sep, 23 | 64.93% | 1.59% |
| 30 Jun, 23 | 63.91% | 1.70% |
| 31 Mar, 23 | 61.26% | 1.90% |
| 31 Dec, 22 | 56.80% | 1.58% |
| 30 Sep, 22 | 59.96% | 1.79% |
| 30 Jun, 22 | 57.93% | 1.76% |
| 31 Mar, 22 | 57.31% | 1.93% |
| 31 Dec, 21 | 54.44% | 2.01% |
| 30 Sep, 21 | 52.02% | 1.93% |
| 30 Jun, 21 | 51.95% | 1.79% |
| 31 Mar, 21 | 53.87% | 2.22% |
| 31 Dec, 20 | 49.25% | - |
As of 30 Jun 24, Eastern Bankshares is held by 73.14% institutional shareholders, representing a 1.48% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 108 | 33.33% |
| 31 Mar, 24 | 81 | -13.83% |
| 31 Dec, 23 | 94 | 8.05% |
| 30 Sep, 23 | 87 | 7.41% |
| 30 Jun, 23 | 81 | -25.00% |
| 31 Mar, 23 | 108 | 12.50% |
| 31 Dec, 22 | 96 | 20.00% |
| 30 Sep, 22 | 80 | -8.05% |
| 30 Jun, 22 | 87 | -13.00% |
| 31 Mar, 22 | 100 | -6.54% |
| 31 Dec, 21 | 107 | 37.18% |
| 30 Sep, 21 | 78 | -17.89% |
| 30 Jun, 21 | 95 | 13.10% |
| 31 Mar, 21 | 84 | -39.13% |
| 31 Dec, 20 | 138 | - |
108 institutional shareholders have increased their position in EBC stock as of 30 Jun 24 compared to 81 in the previous quarter (a 33.33% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 51 | -22.73% |
| 31 Mar, 24 | 66 | 32.00% |
| 31 Dec, 23 | 50 | -13.79% |
| 30 Sep, 23 | 58 | -13.43% |
| 30 Jun, 23 | 67 | 6.35% |
| 31 Mar, 23 | 63 | -16.00% |
| 31 Dec, 22 | 75 | -15.73% |
| 30 Sep, 22 | 89 | 12.66% |
| 30 Jun, 22 | 79 | 21.54% |
| 31 Mar, 22 | 65 | 27.45% |
| 31 Dec, 21 | 51 | -7.27% |
| 30 Sep, 21 | 55 | -3.51% |
| 30 Jun, 21 | 57 | 39.02% |
| 31 Mar, 21 | 41 | - |
| 31 Dec, 20 | - | - |
51 institutional shareholders have reduced their position in EBC stock as of 30 Jun 24 compared to 66 in the previous quarter (a -22.73% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 194 | -2.51% | 119,118,325 | 4.28% | 73.14% | 1.48% | 108 | 33.33% | 51 | -22.73% |
| 31 Mar, 24 | 199 | 7.57% | 114,225,878 | 2.53% | 70.38% | 1.49% | 81 | -13.83% | 66 | 32.00% |
| 31 Dec, 23 | 185 | 1.09% | 111,403,879 | 5.77% | 68.64% | 1.63% | 94 | 8.05% | 50 | -13.79% |
| 30 Sep, 23 | 183 | -0.54% | 105,329,439 | 1.74% | 64.93% | 1.59% | 87 | 7.41% | 58 | -13.43% |
| 30 Jun, 23 | 184 | -10.24% | 103,529,240 | 4.32% | 63.91% | 1.70% | 81 | -25.00% | 67 | 6.35% |
| 31 Mar, 23 | 205 | -4.65% | 99,239,538 | 1.68% | 61.26% | 1.90% | 108 | 12.50% | 63 | -16.00% |
| 31 Dec, 22 | 215 | -1.38% | 97,596,491 | -0.58% | 56.80% | 1.58% | 96 | 20.00% | 75 | -15.73% |
| 30 Sep, 22 | 218 | 1.87% | 98,170,294 | 1.76% | 59.96% | 1.79% | 80 | -8.05% | 89 | 12.66% |
| 30 Jun, 22 | 214 | 1.42% | 96,471,593 | -0.91% | 57.93% | 1.76% | 87 | -13.00% | 79 | 21.54% |
| 31 Mar, 22 | 211 | 3.94% | 97,353,694 | 3.81% | 57.31% | 1.93% | 100 | -6.54% | 65 | 27.45% |
| 31 Dec, 21 | 203 | 12.78% | 93,776,170 | 4.63% | 54.44% | 2.01% | 107 | 37.18% | 51 | -7.27% |
| 30 Sep, 21 | 180 | -5.26% | 89,627,417 | 0.20% | 52.02% | 1.93% | 78 | -17.89% | 55 | -3.51% |
| 30 Jun, 21 | 190 | 22.58% | 89,449,751 | -3.49% | 51.95% | 1.79% | 95 | 13.10% | 57 | 39.02% |
| 31 Mar, 21 | 155 | 9.15% | 92,683,977 | 9.54% | 53.87% | 2.22% | 84 | -39.13% | 41 | - |
| 31 Dec, 20 | 142 | - | 84,611,278 | - | 49.25% | - | 138 | - | - | - |
Eastern Bankshares Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Eastern Bankshares's stock was made by SHEAHAN DENIS K on Jul 22 2024, selling 42,221 shares at - per share (valued at -).
Eastern Bankshares Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 12 | 3 | 400.00% |
| Q1 2024 | 14 | 24 | 58.33% |
| Q4 2023 | - | 7 | - |
| Q3 2023 | - | 1 | - |
| Q2 2023 | 10 | 2 | 500.00% |
| Q1 2023 | 30 | 30 | 100.00% |
| Q4 2022 | - | 5 | - |
| Q3 2022 | - | 2 | - |
| Q2 2022 | 11 | 1 | 1100.00% |
| Q1 2022 | 15 | 4 | 375.00% |
| Q4 2021 | 11 | 2 | 550.00% |
| Q4 2020 | 39 | 26 | 150.00% |
12 total buy trades, and 3 total sell trades (buy/sell ratio of 4.00%) were made by Eastern Bankshares's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 3 | - |
| Q1 2024 | - | 3 | - |
| Q4 2023 | - | 7 | - |
| Q3 2023 | - | 1 | - |
| Q2 2023 | - | 2 | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | 4 | - |
| Q3 2022 | - | 2 | - |
| Q2 2022 | - | 1 | - |
| Q1 2022 | - | 1 | - |
| Q4 2021 | - | 2 | - |
| Q4 2020 | 39 | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 3 open market sell trades of Eastern Bankshares's stocks.
Eastern Bankshares Peer Ownership
| Ticker | Company |
|---|---|
| INDB | Independent Bank Corp. |
| CBU | Community Bank System, Inc. |
| SPFI | South Plains Financial, Inc. |
| ISTR | Investar Holding Corporation |
| NECB | Northeast Community Bancorp, Inc. |
| SFBC | Sound Financial Bancorp, Inc. |
| FCAP | First Capital, Inc. |
| HONE | HarborOne Bancorp, Inc. |
| FNWD | Finward Bancorp |
| FCCO | First Community Corporation |
| LBAI | Lakeland Bancorp, Inc. |
| CWBC | Community West Bancshares |
| CATC | Cambridge Bancorp |
| HTBK | Heritage Commerce Corp |
| FBMS | The First Bancshares, Inc. |
| RBKB | Rhinebeck Bancorp, Inc. |
| NBHC | National Bank Holdings Corporation |
| WNEB | Western New England Bancorp, Inc. |
| FVCB | FVCBankcorp, Inc. |
| BRKL | Brookline Bancorp, Inc. |
EBC Ownership FAQ
Who Owns Eastern Bankshares?
Eastern Bankshares is owned by institutional shareholders (73.14%), insiders (1.03%), and public (25.83%). The largest institutional shareholder of Eastern Bankshares is VANGUARD GROUP INC (10.04% of total shares) and the top mutual fund owner is JOHN HANCOCK INVESTMENT TRUST II (2.11% of total shares).
Who are the major institutional shareholders of Eastern Bankshares?
Eastern Bankshares's major institutional shareholders are VANGUARD GROUP INC, FMR LLC, BLACKROCK INC., T. ROWE PRICE INVESTMENT MANAGEMENT, INC., and STATE STREET CORP. The top five shareholders own together 35.67% of the company's share outstanding.
How many Eastern Bankshares shareholders are there?
As of Jun 2024, there are 194 institutional shareholders of Eastern Bankshares.
What percentage of Eastern Bankshares is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 16.34M shares of Eastern Bankshares, representing 10.04% of the company's total shares outstanding, valued at $228.49M (as of Jun 2024).
What percentage of Eastern Bankshares is owned by FMR LLC?
As of Jun 2024, FMR LLC holds 13.52M shares of Eastern Bankshares (EBC), compromising 8.30% of the company, valued at $188.98M.
What percentage of Eastern Bankshares is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of Eastern Bankshares. The company owns 12.66M of the company's shares outstanding (worth $176.98M).