Eastern Bankshares, Inc. (EBC) shareholders
EBCNasdaqSavings Institution, Federally CharteredFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 6, 2026Score 17/303% above fair value
$22.76−0.22 (-0.96%)
Close on Nov 12, 2026Market cap $5.20BP/E 13.2Yield 2.24%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
84.6%
193M of 229M shares
Institutional holders
327
73 new, 42 sold out
Net institutional buying
25M
In Q2 2026
Insider trades, 12 months
2 buys · 18 sales
Net sold $9.97M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 21,640,502 | 9.40% | 13G (passive) amendment | Jun 30, 2026 |
| FMR LLC Joint filing with Abigail P. Johnson (6.30%) | 14,817,500 | 6.30% | 13G (passive) amendment | Mar 31, 2026 |
| Delaware Charter Guarantee & Trust Company dba Principal Trust Company as Directed Trustee for the Eastern Bank Employee Stock Ownership Plan IRS No | 14,791,261 | 6.89% | 13G (passive) amendment | Sep 30, 2024 |
| T. Rowe Price Investment Management, Inc. | 13,728,558 | 5.80% | 13G (passive) | Dec 31, 2025 |
| Vanguard Portfolio Management | 13,262,936 | 5.73% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 11,694,744 | 5.11% | 13G (passive) | Sep 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EBC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 22,422,283 | 9.81% | $498.67M | +5,703,910 | 0.01% |
| FMR LLC | 16,055,159 | 7.03% | $357.07M | +1,237,659 | 0.02% |
| Vanguard Portfolio Management LLC | 13,136,655 | 5.75% | $292.16M | +2,348,195 | 0.01% |
| T. Rowe Price Investment Management, Inc. | 12,630,998 | 5.53% | $280.91M | −824,789 | 0.18% |
| State Street Corp | 12,124,657 | 5.31% | $269.65M | +3,603,128 | 0.01% |
| Dimensional Fund Advisors LP | 9,455,830 | 4.14% | $210.29M | +837,600 | 0.04% |
| Vanguard Capital Management LLC | 9,411,617 | 4.12% | $209.31M | −104,149 | 0.00% |
| Goldman Sachs Group Inc | 7,507,507 | 3.29% | $166.97M | +6,012,300 | 0.01% |
| HoldCo Asset Management, LP | 7,382,772 | 3.23% | $164.19M | – | 10.54% |
| Jennison Associates LLC | 6,514,253 | 2.85% | $144.88M | −331,963 | 0.09% |
| Geode Capital Management, LLC | 5,791,627 | 2.53% | $128.83M | +240,603 | 0.01% |
| Wellington Management Group Llp | 5,680,338 | 2.49% | $126.33M | −305,774 | 0.02% |
| Arrowstreet Capital, Limited Partnership | 3,660,287 | 1.60% | $81.40M | +2,212,508 | 0.04% |
| Nomura Asset Management International Inc. | 2,918,045 | 1.28% | $64.90M | −80,135 | 0.10% |
| JPMorgan Chase & Co | 2,597,403 | 1.14% | $57.53M | +1,389,151 | 0.00% |
| Northern Trust Corp | 2,471,316 | 1.08% | $54.96M | +529,789 | 0.01% |
| Frontier Capital Management Co LLC | 2,332,022 | 1.02% | $51.86M | −508,271 | 0.48% |
| Charles Schwab Investment Management Inc | 2,153,384 | 0.94% | $47.89M | +96,573 | 0.01% |
| Norges Bank | 1,994,543 | 0.87% | $44.36M | New | 0.00% |
| Morgan Stanley | 1,949,358 | 0.85% | $43.35M | +635,900 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 327 | 193M | 84.6% | 73 / 114 | 77 / 42 | 40M | 15M |
| Q1 2026 | 300 | 169M | 73.8% | 46 / 97 | 101 / 27 | 33M | 21M |
| Q4 2025 | 289 | 179M | 78.5% | 56 / 131 | 59 / 29 | 40M | 14M |
| Q3 2025 | 268 | 154M | 67.2% | 31 / 104 | 74 / 45 | 19M | 12M |
| Q2 2025 | 286 | 147M | 64.3% | 47 / 92 | 97 / 30 | 14M | 11M |
| Q1 2025 | 272 | 144M | 62.8% | 42 / 83 | 91 / 14 | 6M | 9M |
| Q4 2024 | 246 | 147M | 64.3% | 28 / 67 | 88 / 22 | 9M | 6M |
| Q3 2024 | 242 | 144M | 63.0% | 69 / 105 | 37 / 21 | 44M | 8M |
| Q2 2024 | 195 | 121M | 52.9% | 29 / 82 | 52 / 25 | 10M | 7M |
| Q1 2024 | 194 | 119M | 51.9% | 30 / 48 | 67 / 17 | 11M | 6M |
| Q4 2023 | 183 | 114M | 50.0% | 30 / 62 | 52 / 25 | 14M | 7M |
| Q3 2023 | 180 | 107M | 46.8% | 20 / 65 | 59 / 18 | 9M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
290 funds held EBC in Q2 2026, 47% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of EBC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 6,600,886 | 2.89% | $146.80M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 5,405,970 | 2.37% | $120.23M | 0.14% | Jun 30, 2026 |
| iShares Core S&P Small-Cap ETF | 4,892,775 | 2.14% | $108.82M | 0.10% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 4,839,156 | 2.12% | $95.48M | 0.04% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 4,770,180 | 2.09% | $106.09M | 0.06% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 3,165,132 | 1.39% | $70.39M | 0.76% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 3,022,190 | 1.32% | $67.21M | 0.10% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 2,851,309 | 1.25% | $63.41M | 0.60% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 2,753,937 | 1.21% | $61.25M | 1.29% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 2,729,271 | 1.19% | $62.66M | 0.32% | Jul 31, 2026 |
| PGIM Jennison Small Company Fund | 2,666,834 | 1.17% | $59.31M | 1.70% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 2,433,777 | 1.07% | $54.13M | 0.06% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 2,408,605 | 1.05% | $55.30M | 0.16% | Jul 31, 2026 |
| Fidelity Small Cap Value Fund | 2,407,700 | 1.05% | $55.28M | 1.01% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,946,745 | 0.85% | $43.30M | 0.26% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Denis K. Sheahan | Chief Executive Officer, Director | 312,476 | 0.14% | Sep 4, 2026 |
| Robert Francis Rivers | Executive Chair, Director | 463,203 | 0.20% | Mar 5, 2026 |
| Quincy Lee Miller | President | 137,280 | 0.06% | Nov 9, 2026 |
| R. David Rosato | Chief Financial Officer | 68,734 | 0.03% | Sep 4, 2026 |
| Kathleen Cloherty Henry | Executive VP, General Counsel | 77,164 | 0.03% | Sep 3, 2026 |
| Donald Michael Westermann | Chief Information Officer | 27,555 | 0.01% | Sep 2, 2026 |
| Steven Louis Antonakes | Executive VP | 80,075 | 0.04% | Sep 2, 2026 |
| David Andrew Ahlquist | SVP, Chief Accounting Officer | 40,575 | 0.02% | Mar 5, 2026 |
| Richard Corey Bane | Director | 198,498 | 0.09% | Sep 15, 2026 |
| Joseph F. Casey | Director | 293,700 | 0.13% | Aug 26, 2026 |
| Luis Borgen | Director | 20,475 | 0.01% | Jul 7, 2026 |
| Andargachew S. Zelleke | Director | 13,595 | 0.01% | May 20, 2026 |
| Richard Edward Holbrook | Director | 278,998 | 0.12% | May 20, 2026 |
| Deborah C. Jackson | Director | 94,339 | 0.04% | May 20, 2026 |
| Diane Hessan | Director | 124,498 | 0.05% | May 20, 2026 |
| Peter Kenneth Markell | Director | 182,498 | 0.08% | May 20, 2026 |
| Joseph Chung | Director | 132,498 | 0.06% | May 20, 2026 |
| Marisa Harney | Director | 12,751 | 0.01% | May 20, 2026 |
| Linda Marie Williams | Director | 12,751 | 0.01% | May 20, 2026 |
| Leon Aghababai Palandjian | Director | 99,561 | 0.04% | May 20, 2026 |
| Cathleen Agnes Schmidt | Director | 32,180 | 0.01% | May 20, 2026 |
| Bari A. Harlam | Director | 81,967 | 0.04% | May 20, 2026 |
| Michael James Sullivan | Director | 133,624 | 0.06% | May 20, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Quincy Lee Miller President | Nov 5, 2026 | Sale | −33,000 | $22.88 | $755.04K | 33,538 |
| Richard Corey Bane Director | Sep 14, 2026 | Sale | −4,000 | $21.78 | $87.12K | 198,498 |
| R. David Rosato Chief Financial Officer | Sep 3, 2026 | Tax withholding | −3,354 | $22.08 | $74.06K | 18,734 |
| R. David Rosato Chief Financial Officer | Sep 3, 2026 | Option exercise | +11,356 | – | – | 22,088 |
| Denis K. Sheahan Chief Executive Officer, Director | Sep 3, 2026 | Option exercise | +8,607 | – | – | 8,607 |
| Denis K. Sheahan Chief Executive Officer, Director | Sep 3, 2026 | Tax withholding | −4,162 | $22.08 | $91.90K | 4,445 |
| Kathleen Cloherty Henry Executive VP, General Counsel | Sep 2, 2026 | Sale | −14,000 | $21.68 | $303.52K | 43,146 |
| Steven Louis Antonakes Executive VP | Sep 1, 2026 | Sale | −13,500 | $21.95 | $296.33K | 61,790 |
| Donald Michael Westermann Chief Information Officer | Sep 1, 2026 | Sale | −23,005 | $21.43 | $493.00K | 0 |
| Donald Michael Westermann Chief Information Officer | Sep 1, 2026 | Sale | −10,407 | $21.77 | $226.56K | 22,565 |
| Joseph F. Casey Director | Aug 25, 2026 | Sale(10b5-1 plan) | −1,778 | $22.69 | $40.34K | 60,301 |
| Joseph F. Casey Director | Aug 24, 2026 | Sale(10b5-1 plan) | −10,000 | $22.72 | $227.20K | 62,079 |
| Joseph F. Casey Director | Aug 21, 2026 | Sale(10b5-1 plan) | −10,000 | $22.96 | $229.60K | 72,079 |
| Joseph F. Casey Director | Aug 20, 2026 | Sale(10b5-1 plan) | −10,000 | $22.88 | $228.80K | 82,079 |
| Joseph F. Casey Director | Aug 19, 2026 | Sale(10b5-1 plan) | −10,000 | $23.62 | $236.20K | 92,079 |
| Luis Borgen Director | Jul 6, 2026 | Sale(10b5-1 plan) | −1,710 | $22.71 | $38.83K | 20,475 |
| Luis Borgen Director | Jun 29, 2026 | Sale(10b5-1 plan) | −1,709 | $21.97 | $37.55K | 22,185 |
| Deborah C. Jackson Director | May 18, 2026 | Award | +3,883 | – | – | 75,339 |
| Bari A. Harlam Director | May 18, 2026 | Award | +3,883 | – | – | 81,967 |
| Richard Edward Holbrook Director | May 18, 2026 | Award | +3,883 | – | – | 278,998 |
| Marisa Harney Director | May 18, 2026 | Award | +3,883 | – | – | 12,751 |
| Diane Hessan Director | May 18, 2026 | Award | +3,883 | – | – | 122,498 |
| Joseph F. Casey Director | May 18, 2026 | Award | +3,883 | – | – | 3,883 |
| Peter Kenneth Markell Director | May 18, 2026 | Award | +3,883 | – | – | 182,498 |
| Luis Borgen Director | May 18, 2026 | Award | +3,883 | – | – | 23,894 |
| Linda Marie Williams Director | May 18, 2026 | Award | +3,883 | – | – | 12,751 |
| Cathleen Agnes Schmidt Director | May 18, 2026 | Award | +3,883 | – | – | 13,011 |
| Joseph Chung Director | May 18, 2026 | Award | +3,883 | – | – | 132,498 |
| Richard Corey Bane Director | May 18, 2026 | Award | +3,883 | – | – | 202,498 |
| Andargachew S. Zelleke Director | May 18, 2026 | Award | +3,883 | – | – | 13,595 |
| Michael James Sullivan Director | May 18, 2026 | Award | +3,883 | – | – | 132,206 |
| Leon Aghababai Palandjian Director | May 18, 2026 | Award | +3,883 | – | – | 99,561 |
| R. David Rosato Chief Financial Officer | Mar 6, 2026 | Buy | +5,000 | $18.45 | $92.25K | 50,000 |
| R. David Rosato Chief Financial Officer | Mar 5, 2026 | Buy | +5,000 | $19.17 | $95.85K | 45,000 |
| Steven Louis Antonakes Executive VP | Mar 3, 2026 | Option exercise | +1,654 | – | – | 75,776 |
| Steven Louis Antonakes Executive VP | Mar 3, 2026 | Tax withholding | −486 | $19.45 | $9.45K | 75,290 |
| Kathleen Cloherty Henry Executive VP, General Counsel | Mar 3, 2026 | Option exercise | +2,165 | – | – | 58,107 |
| Kathleen Cloherty Henry Executive VP, General Counsel | Mar 3, 2026 | Tax withholding | −961 | $19.45 | $18.69K | 57,146 |
| Robert Francis Rivers Executive Chair, Director | Mar 3, 2026 | Tax withholding | −5,427 | $19.45 | $105.56K | 458,282 |
| Robert Francis Rivers Executive Chair, Director | Mar 3, 2026 | Option exercise | +11,223 | – | – | 463,709 |
| Denis K. Sheahan Chief Executive Officer, Director | Mar 3, 2026 | Option exercise | +34,065 | – | – | 34,065 |
| Denis K. Sheahan Chief Executive Officer, Director | Mar 3, 2026 | Tax withholding | −15,184 | $19.45 | $295.33K | 18,881 |
| Quincy Lee Miller President | Mar 3, 2026 | Tax withholding | −2,493 | $19.45 | $48.49K | 66,538 |
| Quincy Lee Miller President | Mar 3, 2026 | Option exercise | +5,621 | – | – | 69,031 |
| David Andrew Ahlquist SVP, Chief Accounting Officer | Mar 3, 2026 | Tax withholding | −567 | $19.45 | $11.03K | 12,972 |
| David Andrew Ahlquist SVP, Chief Accounting Officer | Mar 3, 2026 | Option exercise | +1,634 | – | – | 13,539 |
| Donald Michael Westermann Chief Information Officer | Mar 3, 2026 | Option exercise | +2,165 | – | – | 33,933 |
| Donald Michael Westermann Chief Information Officer | Mar 3, 2026 | Tax withholding | −961 | $19.45 | $18.69K | 32,972 |
| R. David Rosato Chief Financial Officer | Mar 3, 2026 | Option exercise | +4,135 | – | – | 12,157 |
| R. David Rosato Chief Financial Officer | Mar 3, 2026 | Tax withholding | −1,425 | $19.45 | $27.72K | 10,732 |
| Robert Francis Rivers Executive Chair, Director | Mar 1, 2026 | Tax withholding | −11,019 | $19.56 | $215.53K | 452,486 |
| Robert Francis Rivers Executive Chair, Director | Mar 1, 2026 | Option exercise | +47,492 | – | – | 450,766 |
| Robert Francis Rivers Executive Chair, Director | Mar 1, 2026 | Tax withholding | −16,893 | $19.56 | $330.43K | 433,873 |
| Robert Francis Rivers Executive Chair, Director | Mar 1, 2026 | Award | +29,632 | – | – | 463,505 |
| Donald Michael Westermann Chief Information Officer | Mar 1, 2026 | Award | +5,520 | – | – | 34,217 |
| Donald Michael Westermann Chief Information Officer | Mar 1, 2026 | Tax withholding | −6,522 | $19.56 | $127.57K | 28,697 |
| Donald Michael Westermann Chief Information Officer | Mar 1, 2026 | Option exercise | +14,359 | – | – | 35,219 |
| Donald Michael Westermann Chief Information Officer | Mar 1, 2026 | Tax withholding | −2,449 | $19.56 | $47.90K | 31,768 |
| Quincy Lee Miller President | Mar 1, 2026 | Tax withholding | −4,676 | $19.56 | $91.46K | 63,410 |
| Quincy Lee Miller President | Mar 1, 2026 | Option exercise | +25,069 | – | – | 68,698 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
8.40%
19M shares short
Days to cover
8.7
At 2M shares a day
Change since last report
-3.0%
From 20M shares
Short volume, 20 days
66.3%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Eastern Bankshares's stock actually held short. Settlement fails (shares not delivered on time) peaked at 174,786 shares on Sep 22, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Quincy Lee Miller Officer | Nov 5, 2026 | 33,000 | $754.98K | Nov 5, 2026 | Performance Shares |
| Richard Corey Bane Director | Sep 14, 2026 | 4,000 | $87.10K | Sep 14, 2026 | Restricted Stock |
| Donald Michael Westermann Chief Information Officer | Sep 2, 2026 | 23,005 | $492.93K | Sep 1, 2026 | IPO |
| Kathleen Cloherty Henry Officer | Sep 2, 2026 | 14,000 | $303.56K | Sep 2, 2026 | Performance Shares |
| Steven Louis Antonakes Officer | Sep 1, 2026 | 13,500 | $296.33K | Sep 1, 2026 | Restricted Stock |
| Donald Michael Westermann Officer | Sep 1, 2026 | 10,407 | $226.57K | Sep 1, 2026 | Restricted Stock |
| Joseph F. Casey Director | Aug 25, 2026 | 1,778 | $40.34K | Aug 25, 2026 | Open Market Purchase |
| Joseph F. Casey Director | Aug 24, 2026 | 10,000 | $227.20K | Aug 24, 2026 | Open Market Purchase |
| Joseph F. Casey Director | Aug 21, 2026 | 10,000 | $229.60K | Aug 21, 2026 | Open Market Purchase |
| Joseph F. Casey Director | Aug 20, 2026 | 10,000 | $228.80K | Aug 20, 2026 | Open Market Purchase |
| Joseph F. Casey Director | Aug 19, 2026 | 10,000 | $236.20K | Aug 19, 2026 | Open Market Purchase |
| Luis Borgen Director | Jun 29, 2026 | 3,419 | $75.53K | Jun 29, 2026 | Restricted Stock Awards |
| David Andrew Ahlquist Officer | Feb 4, 2026 | 10,000 | $219.50K | Feb 4, 2026 | Private Placement |
| Donald Michael Westermann Officer | Jan 28, 2026 | 21,256 | $427.45K | Jan 28, 2026 | Performance Shares |
| Luis Borgen Director | Dec 1, 2025 | 9,000 | $169.47K | Dec 1, 2025 | Restricted Stock Units |
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