Eastern Bankshares Inc (EBC) Ownership

14.27 ↓0.93 (-6.12%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Eastern Bankshares Inc (EBC), owning a total of 20.1 million shares. Combined, the top 41 institutional holders of EBC own 79.11% of the company with a total of 153.9 million shares.

In the latest ownership report on December 31st 2024, the top 41 institutional holders increased their combined ownership of EBC by 2.7 million shares. 14 institutions bought 5,638,684 total additional shares and increased their ownership by an average of 17.69%. However 8 institutions sold 2,985,717 total shares and decreased their ownership by an average of 13.01%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Eastern Bankshares increased by a net total of 2,652,967 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.152%	0.451%	20,122,356	90,293	2024-12-31
FMR Inc	9.478%	1.928%	18,786,337	355,262	2024-12-31
BlackRock Inc	7.950%	2.573%	15,758,335	395,323	2024-12-31
T. Rowe Price Investment Management,Inc.	4.882%	-1.421%	9,677,553	-139,529	2024-12-31
State Street Corp	3.766%	7.543%	7,463,936	523,503	2024-12-31
Dimensional Fund Advisors, Inc.	3.497%	3.888%	6,932,470	259,476	2024-12-31
First Trust Advisors L.P.	2.563%	23.316%	5,080,479	960,591	2024-12-31
Geode Capital Management, LLC	2.306%	-0.361%	4,570,922	-16,575	2024-12-31
Jennison Associates LLC	2.033%	1.495%	4,028,897	59,339	2024-12-31
Brown Advisory Holdings Inc	1.872%	6.233%	3,710,634	217,701	2024-12-31
Frontier Capital Management CO Inc	1.345%	112.126%	2,666,519	1,409,471	2024-12-31
William Blair Investment Management, LLC	1.264%	2.485%	2,505,539	60,746	2024-12-31
Massachusetts Financial Services Company	1.175%	-0.471%	2,328,363	-11,026	2024-12-31
Northern Trust Corp	1.154%	23.983%	2,286,789	442,352	2024-12-31
Goldman Sachs Group Inc	1.101%	-20.434%	2,182,670	-560,555	2024-12-31
HHG PLC	1.093%	-19.326%	2,166,273	-518,958	2024-12-31
NORGES BANK	1.088%	57.016%	2,156,313	783,009	2024-12-31
Charles Schwab Investment Management Inc	1.020%	1.040%	2,020,834	20,792	2024-12-31
JPMorgan Chase & Co	0.916%	-42.974%	1,815,393	-1,368,031	2024-12-31
Systematic Financial Management LP	0.904%	3.515%	1,791,465	60,826	2024-12-31
Wellington Management Company LLP	0.890%	-15.118%	1,756,067	-312,770	2024-12-31
Eastern Bank	0.708%	-4.005%	1,396,823	-58,273	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.152%	0.451%	20,122,356	90,293	2024-12-31
FMR Inc	9.478%	1.928%	18,786,337	355,262	2024-12-31
BlackRock Inc	7.950%	2.573%	15,758,335	395,323	2024-12-31
T. Rowe Price Investment Management,Inc.	4.882%	-1.421%	9,677,553	-139,529	2024-12-31
State Street Corp	3.766%	7.543%	7,463,936	523,503	2024-12-31
Dimensional Fund Advisors, Inc.	3.497%	3.888%	6,932,470	259,476	2024-12-31
State Street Corporation	2.579%	-4.826%	5,176,727	-262,511	2024-03-31
First Trust Advisors L.P.	2.563%	23.316%	5,080,479	960,591	2024-12-31
Geode Capital Management, LLC	2.306%	-0.361%	4,570,922	-16,575	2024-12-31
Jennison Associates LLC	2.033%	1.495%	4,028,897	59,339	2024-12-31
Capital Research Global Investors	2.274%	13.115%	4,010,414	464,974	2022-12-31
Brown Advisory Holdings Inc	1.872%	6.233%	3,710,634	217,701	2024-12-31
T. Rowe Price Associates, Inc.	1.574%	-1.183%	2,798,686	-33,501	2022-06-30
Citadel Advisors Llc	1.532%	29.933%	2,703,014	622,695	2023-09-30
Frontier Capital Management CO Inc	1.345%	112.126%	2,666,519	1,409,471	2024-12-31
William Blair Investment Management, LLC	1.264%	2.485%	2,505,539	60,746	2024-12-31
Massachusetts Financial Services Company	1.175%	-0.471%	2,328,363	-11,026	2024-12-31
Northern Trust Corp	1.154%	23.983%	2,286,789	442,352	2024-12-31
Goldman Sachs Group Inc	1.101%	-20.434%	2,182,670	-560,555	2024-12-31
HHG PLC	1.093%	-19.326%	2,166,273	-518,958	2024-12-31
NORGES BANK	1.088%	57.016%	2,156,313	783,009	2024-12-31
Charles Schwab Investment Management Inc	1.020%	1.040%	2,020,834	20,792	2024-12-31
FJ Capital Management LLC	0.993%	8.232%	1,976,341	150,318	2024-06-30
Birch Hill Investment Advisors LLC	1.038%	2.018%	1,829,789	36,187	2022-12-31
JPMorgan Chase & Co	0.916%	-42.974%	1,815,393	-1,368,031	2024-12-31
Systematic Financial Management LP	0.904%	3.515%	1,791,465	60,826	2024-12-31
Wellington Management Company LLP	0.890%	-15.118%	1,756,067	-312,770	2024-12-31
Federated Hermes Inc	0.898%	26.794%	1,581,445	334,185	2022-09-30
Manufacturers Life Insurance Co	0.759%	-6.111%	1,523,576	-99,158	2024-03-31
Millennium Management LLC	0.811%	4,645.780%	1,430,616	1,400,471	2023-06-30
Eastern Bank	0.708%	-4.005%	1,396,823	-58,273	2024-12-31
M3F, Inc.	0.786%	6.635%	1,387,022	86,301	2023-09-30
Ameriprise Financial Inc	0.654%	9.220%	1,155,591	97,548	2023-12-31
Bank of New York Mellon Corp	0.612%	20.660%	1,080,307	184,978	2023-12-31
Victory Capital Management Inc.	0.589%	-0.550%	1,040,295	-5,751	2022-09-30
Columbia Mgmt Investment Advisers, LLC	0.571%	410.296%	1,007,503	810,068	2023-06-30
Granite Investment Partners, LLC	0.556%	5.736%	982,466	53,295	2022-09-30
Impax Asset Management Group PLC	0.519%	0.000%	915,000	0	2022-12-31
Renaissance Technologies Corp	0.447%	10.785%	788,900	76,800	2023-03-31
Nuveen Asset Management, LLC	0.409%	3.213%	721,244	22,454	2023-06-30
Mutual Of America Capital Management LLC	0.349%	3.399%	615,230	20,226	2023-03-31

Mutual Fund Ownership

Fidelity Small Cap Value Fund is the biggest individual fund holder of Eastern Bankshares Inc (EBC), owning a total of 8 million shares. Combined, the top 40 mutual fund holders of EBC own 49.74% of the company with a total of 94.7 million shares.

In the latest ownership report on February 28th 2025, the top 40 fund holders increased their combined ownership of EBC by 27 thousand shares. 4 funds bought 126,260 total additional shares and increased their ownership by an average of 1.57%. However 4 funds sold 98,960 total shares and decreased their ownership by an average of 0.8%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Eastern Bankshares increased by a net total of 27,300 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.059%	0.070%	6,063,186	4,211	2025-02-28
iShares Russell 2000 ETF	2.504%	-1.163%	4,963,298	-58,400	2025-02-28
Vanguard Small Cap Index	2.489%	0.082%	4,932,548	4,025	2025-02-28
Vanguard Small Cap Value Index Inv	1.640%	-0.311%	3,249,964	-10,153	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	1.461%	0.123%	2,896,102	3,553	2025-02-28
Brown Advisory Small-Cap Fdmtl Val Inv	1.021%	5.998%	2,023,047	114,471	2025-02-28
iShares Russell 2000 Value ETF	0.889%	-0.752%	1,761,479	-13,354	2025-02-28
MFS New Discovery Value I	0.867%	-0.983%	1,717,980	-17,053	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity Small Cap Value Fund	4.025%	-3.624%	7,977,668	-300,000	2024-12-31
Fidelity® Small Cap Value	4.200%	0.000%	7,410,100	0	2023-10-31
Vanguard Total Stock Mkt Idx Inv	3.059%	0.070%	6,063,186	4,211	2025-02-28
First Trust SMID Cp Rising Div Achv ETF	2.572%	0.215%	5,098,963	10,920	2025-02-27
iShares Russell 2000 ETF	2.504%	-1.163%	4,963,298	-58,400	2025-02-28
Vanguard Small Cap Index	2.489%	0.082%	4,932,548	4,025	2025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	2.767%	0.395%	4,882,486	19,195	2023-03-31
American Funds SMALLCAP World A	2.117%	14.231%	3,732,250	464,974	2022-12-31
T. Rowe Price Small-Cap Value	1.721%	-0.073%	3,411,592	-2,477	2025-01-31
Vanguard Small Cap Value Index Inv	1.640%	-0.311%	3,249,964	-10,153	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	1.461%	0.123%	2,896,102	3,553	2025-02-28
Vanguard Extended Market Index Investor	1.249%	-0.019%	2,202,033	-423	2023-08-31
Brown Advisory Small-Cap Fdmtl Val Inv	1.021%	5.998%	2,023,047	114,471	2025-02-28
Fidelity Small Cap Index	0.978%	-0.823%	1,939,068	-16,089	2024-12-31
FIAM Small Cap Core Composite	0.974%	-1.243%	1,930,400	-24,300	2024-09-30
T. Rowe Price U.S. SC Value Eq Tr-Z	0.957%	2.114%	1,897,633	39,280	2024-12-31
FIAM Small Cap Core CIT Cl B	0.953%	2.805%	1,888,832	51,532	2024-12-31
DFA US Small Cap Value I	0.927%	1.748%	1,837,722	31,569	2025-01-31
Fidelity Small Cap Growth	0.907%	0.000%	1,797,790	0	2024-12-31
iShares Russell 2000 Value ETF	0.889%	-0.752%	1,761,479	-13,354	2025-02-28
MFS New Discovery Value I	0.867%	-0.983%	1,717,980	-17,053	2025-02-28
T. Rowe Price US Small-Cap Core Equity	0.803%	-5.412%	1,590,843	-91,028	2024-12-31
T. Rowe Price Small-Cap Stock	0.802%	-0.075%	1,589,652	-1,191	2025-01-31
Janus Henderson Small Cap Value L	0.783%	-4.924%	1,551,772	-80,359	2025-01-31
Jennison SMid Cap Core Equity	0.757%	0.000%	1,519,445	0	2024-09-30
PGIM Jennison Small Company A	0.757%	0.000%	1,519,445	0	2024-06-30
Fidelity® Small Cap Index	0.849%	2.910%	1,497,143	42,328	2023-10-31
Federated Hermes MDT SCC Institutional	0.675%	16.284%	1,189,389	166,560	2022-09-30
Federated Hermes MDT Small Cap Core IS	0.675%	16.284%	1,189,389	166,560	2022-09-30
SPDR® S&P Regional Banking ETF	0.623%	0.000%	1,100,217	0	2024-03-31
William Blair Small Cap Value I	0.562%	0.000%	992,118	0	2024-02-29
Pax Small Cap Institutional	0.518%	0.000%	915,000	0	2022-10-31
Impax US Small Cap Strategy Composite	0.519%	0.000%	915,000	0	2022-12-31
Impax Small Cap Institutional	0.519%	0.000%	915,000	0	2023-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.496%	1.578%	875,368	13,600	2023-11-30
Fidelity® Extended Market Index	0.463%	-2.780%	816,414	-23,342	2023-09-30
Goldman Sachs Small Cap Value A	0.456%	-14.620%	803,679	-137,614	2023-06-30
T. Rowe Price U.S. SC Core Eq Tr-Z	0.431%	318.622%	759,900	578,376	2023-06-30
SPDR® S&P Bank ETF	0.391%	-0.131%	689,167	-904	2023-06-22
Vanguard High Dividend Yield ETF	0.390%	-1.152%	687,280	-8,010	2023-05-31