Enterprise Bancorp Ownership | Who Owns Enterprise Bancorp?


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Enterprise Bancorp Ownership Summary


Enterprise Bancorp is owned by 31.22% institutional investors, 20.02% insiders, and 48.76% retail investors. Blackrock is the largest institutional shareholder, holding 7.57% of EBTC shares. iShares Russell 2000 ETF is the top mutual fund, with 2.26% of its assets in Enterprise Bancorp shares.

EBTC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockEnterprise Bancorp31.22%20.02%48.76%
SectorFinancial Services Stocks 43.55%12.63%43.82%
IndustryRegional Banks Stocks49.57%11.62%38.81%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock930.95K7.57%$23.16M
Vanguard group460.70K3.75%$11.46M
Dimensional fund advisors lp353.59K2.88%$8.80M
Manufacturers life insurance company, the273.56K2.23%$6.81M
Geode capital management224.86K1.83%$5.60M
State street196.92K1.60%$4.90M
Siena capital partners gp136.07K1.11%$3.39M
Commonwealth equity services117.21K0.95%$2.92M
Banc funds101.00K0.82%$2.51M
Bridgeway capital management94.43K0.77%$2.35M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Siena capital partners gp136.07K1.12%$3.39M
Carl p. sherr29.52K0.41%$734.54K
Banc funds101.00K0.30%$2.51M
Foster dykema cabot & partners31.31K0.07%$778.89K
Bridgeway capital management94.43K0.06%$2.35M
Empowered funds55.06K0.02%$1.37M
Pallas capital advisors14.94K0.02%$412.80K
Martingale asset management l p24.20K0.01%$602.10K
Manufacturers life insurance company, the273.56K0.01%$6.81M
Beacon pointe advisors19.70K0.01%$490.16K

Top Buyers

HolderShares% AssetsChange
Blackrock930.95K0.00%114.54K
Assenagon asset management32.44K0.00%32.44K
American century companies55.75K0.00%14.56K
Geode capital management224.86K0.00%9.02K
Dimensional fund advisors lp353.59K0.00%8.22K

Top Sellers

HolderShares% AssetsChange
M3f---99.53K
Banc funds101.00K0.30%-47.88K
Citadel advisors23.54K0.00%-23.07K
Advisory services network---16.82K
Jane street group---12.44K

New Positions

HolderShares% AssetsChangeValue
Assenagon asset management32.44K0.00%32.44K$807.06K
Corebridge financial5.26K0.00%5.26K$130.89K
Mirae asset global etfs4.88K0.00%4.88K$121.44K
Strs ohio1.30K0.00%1.30K$32.34K
Picton mahoney asset management369.000.00%369.00$9.00K

Sold Out

HolderChange
M&r capital management-264.00
Core wealth advisors-300.00
Metropolitan life insurance co/ny-451.00
Acadian asset management-857.00
American group-4.77K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2024671.52%3,837,5121.83%313.30%3911.43%17-5.56%
Mar 31, 202466-3,768,7125.12%303604267.81%359.38%185.88%
Dec 31, 202366-1.49%3,585,2440.44%-0.00%32-5.88%17-5.56%
Sep 30, 202367-3,569,4072.39%293.55%346.25%18-
Jun 30, 2023671.52%3,485,9624.00%283.77%32-8.57%185.88%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Russell 2000 ETF280.30K2.26%-630.00
Vanguard Total Stock Mkt Idx Inv276.02K2.22%-
Vanguard Institutional Extnd Mkt Idx Tr134.82K1.08%-
JHancock Regional Bank A105.26K0.85%-
Fidelity Small Cap Index99.78K0.80%-1.38K
iShares Russell 2000 Value ETF96.06K0.77%-
JH Financial Opportunities74.90K0.60%-
DFA US Targeted Value I58.85K0.47%2.32K
EA Bridgeway Omni Small-Cap Value ETF58.69K0.47%-
Fidelity Extended Market Index55.14K0.44%2.27K

Recent Insider Transactions


DateNameRoleActivityValue
Mar 01, 2024PUTZIGER MICHAEL T-Buy$9.80K
Feb 06, 2024PUTZIGER MICHAEL T-Sell$25.46
Mar 01, 2024PUTZIGER MICHAEL T-Buy$38.40K
Feb 28, 2024Lussier Joseph R EVP & CFOBuy$34.97K
Feb 27, 2024ANSIN KEN S-Sell$3.03M

Insider Transactions Trends


DateBuySell
2024 Q3--
2024 Q2--
2024 Q132
2023 Q43-
2023 Q321

EBTC Ownership FAQ


Who Owns Enterprise Bancorp?

Enterprise Bancorp shareholders are primarily institutional investors at 31.22%, followed by 20.02% insiders and 48.76% retail investors. The average institutional ownership in Enterprise Bancorp's industry, Regional Banks Stocks, is 49.57%, 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%), Vanguard group (460.7K shares, 3.75%), and Dimensional fund advisors lp (353.59K shares, 2.88%). Together, they hold 14.20% 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?

Siena capital partners gp is Enterprise Bancorp’s biggest shareholder by percentage of total assets invested, with 1.12% of its assets in 136.07K Enterprise Bancorp shares, valued at 3.39M$.

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

iShares Russell 2000 ETF is the top mutual fund holder of Enterprise Bancorp shares, with 2.26% of its total shares outstanding invested in 280.3K Enterprise Bancorp shares.

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