Eastern Bankshares Inc (EBC) Ownership

12.66 ↑0.46 (3.73%)

As of March 21, 2023, 10:23am EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Eastern Bankshares Inc (EBC), owning a total of 15.6 million shares. Combined, the top 25 institutional holders of EBC own 47.59% of the company with a total of 83.9 million shares.

In the latest ownership report on December 31st 2022, the top 25 institutional holders increased their combined ownership of EBC by 2.2 million shares. 9 institutions bought 2,825,076 total additional shares and increased their ownership by an average of 12.80%. However 4 institutions sold 587,467 total shares and decreased their ownership by an average of 6.76%.

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 2,237,609 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	8.857%	1.439%	15,603,193	221,308	2022-12-31
State Street Corporation	2.782%	3.704%	4,901,553	175,075	2022-12-31
Capital Research Global Investors	2.276%	13.115%	4,010,414	464,974	2022-12-31
T. Rowe Price Investment Management,Inc.	2.178%	40.673%	3,836,961	1,109,378	2022-12-31
Brown Advisory Holdings Inc	1.713%	-5.534%	3,018,029	-176,792	2022-12-31
Jennison Associates LLC	1.563%	1.932%	2,753,965	52,201	2022-12-31
Goldman Sachs Group Inc	1.440%	4.611%	2,536,192	111,795	2022-12-31
Dimensional Fund Advisors, Inc.	1.170%	26.683%	2,061,180	434,145	2022-12-31
William Blair Investment Management, LLC	1.139%	-3.937%	2,005,784	-82,194	2022-12-31
Birch Hill Investment Advisors LLC	1.039%	2.018%	1,829,789	36,187	2022-12-31
Northern Trust Corp	1.036%	-1.507%	1,825,610	-27,924	2022-12-31
FJ Capital Management LLC	0.890%	-16.081%	1,568,443	-300,557	2022-12-31
NORGES BANK	0.718%	21.070%	1,264,201	220,013	2022-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.857%	1.439%	15,603,193	221,308	2022-12-31
BlackRock Inc	6.199%	-1.611%	10,920,271	-178,774	2022-09-30
FMR Inc	3.603%	-0.122%	6,348,183	-7,767	2022-09-30
State Street Corporation	2.782%	3.704%	4,901,553	175,075	2022-12-31
Wellington Management Company LLP	2.653%	14.346%	4,674,284	586,426	2022-09-30
Capital Research Global Investors	2.276%	13.115%	4,010,414	464,974	2022-12-31
T. Rowe Price Investment Management,Inc.	2.178%	40.673%	3,836,961	1,109,378	2022-12-31
Brown Advisory Holdings Inc	1.713%	-5.534%	3,018,029	-176,792	2022-12-31
Geode Capital Management, LLC	1.672%	-1.441%	2,946,354	-43,068	2022-09-30
T. Rowe Price Associates, Inc.	1.574%	-1.183%	2,798,686	-33,501	2022-06-30
Jennison Associates LLC	1.563%	1.932%	2,753,965	52,201	2022-12-31
Goldman Sachs Group Inc	1.440%	4.611%	2,536,192	111,795	2022-12-31
Dimensional Fund Advisors, Inc.	1.170%	26.683%	2,061,180	434,145	2022-12-31
William Blair Investment Management, LLC	1.139%	-3.937%	2,005,784	-82,194	2022-12-31
Birch Hill Investment Advisors LLC	1.039%	2.018%	1,829,789	36,187	2022-12-31
Northern Trust Corp	1.036%	-1.507%	1,825,610	-27,924	2022-12-31
Millennium Management LLC	1.014%	116.395%	1,786,956	961,171	2022-09-30
Federated Hermes Inc	0.898%	26.794%	1,581,445	334,185	2022-09-30
FJ Capital Management LLC	0.890%	-16.081%	1,568,443	-300,557	2022-12-31
Charles Schwab Investment Management Inc	0.724%	2.943%	1,275,164	36,450	2022-09-30
NORGES BANK	0.718%	21.070%	1,264,201	220,013	2022-12-31
Citadel Advisors Llc	0.668%	37.083%	1,177,481	318,524	2022-09-30
JPMorgan Chase & Co	0.637%	-3.434%	1,126,072	-40,048	2022-09-30
Victory Capital Management Inc.	0.589%	-0.550%	1,040,295	-5,751	2022-09-30
Granite Investment Partners, LLC	0.556%	5.736%	982,466	53,295	2022-09-30

Mutual Fund Ownership

Fidelity® Small Cap Value is the biggest individual fund holder of Eastern Bankshares Inc (EBC), owning a total of 5.9 million shares. Combined, the top 24 mutual fund holders of EBC own 29.06% of the company with a total of 51.2 million shares.

In the latest ownership report on February 28th 2023, the top 24 fund holders increased their combined ownership of EBC by 51 thousand shares. 1 funds bought 3,060 total additional shares and increased their ownership by an average of 0.24%. However 2 funds sold 54,031 total shares and decreased their ownership by an average of 1.75%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Eastern Bankshares decreased by a net total of -50,971 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	1.950%	-0.955%	3,434,851	-33,110	2023-02-28
iShares Russell 2000 Value ETF	0.712%	0.245%	1,253,730	3,060	2023-02-28
SPDR® S&P Regional Banking ETF	0.455%	-2.542%	802,059	-20,921	2023-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity® Small Cap Value	3.332%	0.000%	5,870,100	0	2022-12-31
Vanguard Total Stock Mkt Idx Inv	2.764%	0.141%	4,870,169	6,878	2023-01-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.761%	1.627%	4,863,291	77,870	2022-12-31
Vanguard Small Cap Index	2.338%	0.550%	4,119,681	22,512	2023-01-31
American Funds SMALLCAP World A	2.119%	14.231%	3,732,250	464,974	2022-12-31
iShares Russell 2000 ETF	1.950%	-0.955%	3,434,851	-33,110	2023-02-28
Vanguard Small Cap Value Index Inv	1.645%	1.059%	2,897,193	30,364	2023-01-31
T. Rowe Price Small-Cap Value	1.377%	45.079%	2,425,008	753,500	2022-12-31
Vanguard Extended Market Index Investor	1.224%	-1.798%	2,156,723	-39,478	2023-01-31
Brown Advisory Small-Cap Fdmtl Val Inv	1.079%	28.319%	1,901,274	419,601	2023-01-31
Jennison SMid Cap Core Equity	0.760%	9.629%	1,338,272	117,545	2022-12-31
PGIM Jennison Small Company A	0.760%	0.000%	1,338,272	0	2023-01-31
Fidelity® Small Cap Index	0.713%	0.838%	1,255,703	10,440	2022-12-31
iShares Russell 2000 Value ETF	0.712%	0.245%	1,253,730	3,060	2023-02-28
Federated Hermes MDT Small Cap Core IS	0.675%	16.284%	1,189,389	166,560	2022-09-30
Federated Hermes MDT SCC Institutional	0.675%	16.284%	1,189,389	166,560	2022-09-30
Goldman Sachs Small Cap Value A	0.662%	-7.227%	1,166,563	-90,871	2022-12-31
T. Rowe Price U.S. SC Value Eq Tr-Z	0.562%	39.823%	989,416	281,796	2022-12-31
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	2023-01-31
Pax Small Cap Institutional	0.518%	0.000%	915,000	0	2022-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.475%	0.107%	838,600	900	2022-11-30
Fidelity® Extended Market Index	0.467%	0.000%	821,864	0	2023-01-31
SPDR® S&P Regional Banking ETF	0.455%	-2.542%	802,059	-20,921	2023-02-28