Enterprise Bancorp Ownership | Who Owns Enterprise Bancorp?

Enterprise Bancorp Ownership Summary

Enterprise Bancorp is owned by 33.99% institutional investors, 20.02% insiders, and 45.99% retail investors. Blackrock is the largest institutional shareholder, holding 7.57% of EBTC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.36% of its assets in Enterprise Bancorp shares.

EBTC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Enterprise Bancorp	33.99%	20.02%	45.99%
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
Blackrock	930.95K	7.57%	$23.16M
Blackrock funding, inc. /de	848.34K	6.83%	$33.54M
Vanguard group	492.40K	3.96%	$19.47M
Dimensional fund advisors lp	376.14K	3.03%	$14.87M
Manufacturers life insurance company, the	238.34K	1.92%	$9.42M
Geode capital management	232.02K	1.87%	$9.18M
State street	206.22K	1.66%	$8.15M
Citigroup	128.51K	1.03%	$5.08M
Banc funds	112.16K	0.90%	$4.43M
Commonwealth equity services	111.99K	0.90%	$4.43M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ategra capital management	100.46K	2.63%	$3.97M
Siena capital partners gp	111.25K	1.21%	$4.40M
Banc funds	112.16K	0.49%	$4.43M
Carl p. sherr	21.14K	0.44%	$836.01K
Yakira capital management	30.00K	0.43%	$1.19M
Gardner lewis asset management l p	38.47K	0.37%	$1.52M
Spinnaker trust	42.73K	0.11%	$1.69M
Foster dykema cabot & partners	31.31K	0.10%	$1.24M
Bridgeway capital management	95.29K	0.08%	$3.77M
Magnetar financial	64.79K	0.06%	$2.56M

Top Buyers

Holder	Shares	% Assets	Change
Citigroup	128.51K	0.00%	120.88K
Blackrock	930.95K	0.00%	114.54K
Magnetar financial	64.79K	0.06%	64.79K
Spinnaker trust	42.73K	0.11%	42.73K
Gardner lewis asset management l p	38.47K	0.37%	38.47K

Top Sellers

Holder	Shares	% Assets	Change
M3f	-	-	-99.53K
Elizabeth park capital advisors	-	-	-79.47K
Blackrock funding, inc. /de	848.34K	0.00%	-78.98K
Wellington management group llp	23.33K	0.00%	-40.59K
Siena capital partners gp	111.25K	1.21%	-38.04K

New Positions

Holder	Shares	% Assets	Change	Value
Magnetar financial	64.79K	0.06%	64.79K	$2.56M
Spinnaker trust	42.73K	0.11%	42.73K	$1.69M
Gardner lewis asset management l p	38.47K	0.37%	38.47K	$1.52M
Yakira capital management	30.00K	0.43%	30.00K	$1.19M
Skandinaviska enskilda banken ab (publ)	28.10K	0.01%	28.10K	$1.11M

Sold Out

Holder	Change
Covestor	-43.00
Capital performance advisors llp	-51.00
Rise advisors	-203.00
M&r capital management	-264.00
Core wealth advisors	-300.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	88	10.00%	4,226,620	3.34%	33	3.14%	46	-13.21%	23	109.09%
Sep 30, 2024	80	15.94%	4,089,998	6.33%	32	3.41%	53	35.90%	11	-38.89%
Jun 30, 2024	67	1.52%	3,837,512	1.83%	31	3.30%	39	11.43%	17	-5.56%
Mar 31, 2024	66	-	3,768,712	5.12%	30	3604267.81%	35	9.38%	18	5.88%
Dec 31, 2023	66	-1.49%	3,585,244	0.44%	-	0.00%	32	-5.88%	17	-5.56%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	294.01K	2.36%	10.82K
iShares Russell 2000 ETF	285.74K	2.29%	-2.48K
Vanguard US Total Market Shares ETF	276.02K	2.22%	-
Vanguard Institutional Extnd Mkt Idx Tr	141.76K	1.14%	357.00
JHancock Regional Bank A	105.26K	0.84%	-
Avantis US Small Cap Value ETF	99.18K	0.80%	500.00
Fidelity Small Cap Index	97.64K	0.78%	-1.83K
iShares Russell 2000 Value ETF	92.48K	0.74%	-
JH Financial Opportunities	74.90K	0.60%	-
DFA US Targeted Value I	59.27K	0.48%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 26, 2025	Covey Susan	EVP-Principal Subsidiary	Sell	$18.23
Feb 20, 2025	Covey Susan	EVP-Principal Subsidiary	Sell	$31.86
Feb 06, 2024	PUTZIGER MICHAEL T	-	Sell	$25.46
Mar 01, 2024	PUTZIGER MICHAEL T	-	Buy	$9.80K
Mar 01, 2024	PUTZIGER MICHAEL T	-	Buy	$38.40K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	2
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	3	2

EBTC Ownership FAQ

Who Owns Enterprise Bancorp?

Enterprise Bancorp shareholders are primarily institutional investors at 33.99%, followed by 20.02% insiders and 45.99% retail investors. The average institutional ownership in Enterprise Bancorp's industry, Regional Banks Stocks, is 42.21%, which Enterprise Bancorp falls below.

Who owns the most shares of Enterprise Bancorp?

Enterprise Bancorp’s largest shareholders are Blackrock (930.95K shares, 7.57%), Blackrock funding, inc. /de (848.34K shares, 6.83%), and Vanguard group (492.4K shares, 3.96%). Together, they hold 18.36% of Enterprise Bancorp’s total shares outstanding.

Does Blackrock own Enterprise Bancorp?

Yes, BlackRock owns 7.57% of Enterprise Bancorp, totaling 930.95K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 23.16M$. In the last quarter, BlackRock increased its holdings by 114.54K shares, a 14.03% change.

Who is Enterprise Bancorp’s biggest shareholder by percentage of total assets invested?

Ategra capital management is Enterprise Bancorp’s biggest shareholder by percentage of total assets invested, with 2.63% of its assets in 100.46K Enterprise Bancorp shares, valued at 3.97M$.

Who is the top mutual fund holder of Enterprise Bancorp shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Enterprise Bancorp shares, with 2.36% of its total shares outstanding invested in 294.01K Enterprise Bancorp shares.

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