Enterprise Bancorp Ownership | Who Owns Enterprise Bancorp?

Enterprise Bancorp Ownership Summary

Enterprise Bancorp is owned by 32.91% institutional investors, 20.02% insiders, and 47.07% retail investors. Blackrock is the largest institutional shareholder, holding 7.57% of EBTC shares. iShares Russell 2000 ETF is the top mutual fund, with 2.43% of its assets in Enterprise Bancorp shares.

EBTC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Enterprise Bancorp	32.91%	20.02%	47.07%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	930.95K	7.57%	$23.16M
Vanguard group	460.70K	3.75%	$11.46M
Dimensional fund advisors lp	353.59K	2.88%	$8.80M
Manufacturers life insurance company, the	273.56K	2.23%	$6.81M
Geode capital management	224.86K	1.83%	$5.60M
State street	196.92K	1.60%	$4.90M
Siena capital partners gp	136.07K	1.11%	$3.39M
Commonwealth equity services	117.21K	0.95%	$2.92M
Banc funds	101.00K	0.82%	$2.51M
Bridgeway capital management	94.43K	0.77%	$2.35M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Siena capital partners gp	136.07K	1.12%	$3.39M
Carl p. sherr	29.52K	0.41%	$734.54K
Banc funds	101.00K	0.30%	$2.51M
Foster dykema cabot & partners	31.31K	0.07%	$778.89K
Bridgeway capital management	94.43K	0.06%	$2.35M
Empowered funds	55.06K	0.02%	$1.37M
Pallas capital advisors	14.94K	0.02%	$412.80K
Martingale asset management l p	24.20K	0.01%	$602.10K
Manufacturers life insurance company, the	273.56K	0.01%	$6.81M
Beacon pointe advisors	19.70K	0.01%	$490.16K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	930.95K	0.00%	114.54K
Assenagon asset management	32.44K	0.00%	32.44K
American century companies	55.75K	0.00%	14.56K
Geode capital management	224.86K	0.00%	9.02K
Dimensional fund advisors lp	353.59K	0.00%	8.22K

Top Sellers

Holder	Shares	% Assets	Change
M3f	-	-	-99.53K
Banc funds	101.00K	0.30%	-47.88K
Citadel advisors	23.54K	0.00%	-23.07K
Advisory services network	-	-	-16.82K
Jane street group	-	-	-12.44K

New Positions

Holder	Shares	% Assets	Change	Value
Assenagon asset management	32.44K	0.00%	32.44K	$807.06K
Corebridge financial	5.26K	0.00%	5.26K	$130.89K
Mirae asset global etfs	4.88K	0.00%	4.88K	$121.44K
Strs ohio	1.30K	0.00%	1.30K	$32.34K
Picton mahoney asset management	369.00	0.00%	369.00	$9.00K

Sold Out

Holder	Change
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

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	67	-	3,569,407	2.39%	29	3.55%	34	6.25%	18	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Russell 2000 ETF	301.63K	2.43%	-630.00
Vanguard Total Stock Mkt Idx Inv	276.02K	2.22%	-
Vanguard Institutional Extnd Mkt Idx Tr	134.82K	1.08%	-
JHancock Regional Bank A	105.26K	0.85%	-
Fidelity Small Cap Index	99.78K	0.80%	-1.38K
iShares Russell 2000 Value ETF	98.81K	0.80%	128.00
JH Financial Opportunities	74.90K	0.60%	-
EA Bridgeway Omni Small-Cap Value ETF	59.48K	0.48%	66.00
DFA US Targeted Value I	58.85K	0.47%	2.32K
Fidelity Extended Market Index	55.14K	0.44%	2.27K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 01, 2024	PUTZIGER MICHAEL T	-	Buy	$9.80K
Feb 06, 2024	PUTZIGER MICHAEL T	-	Sell	$25.46
Mar 01, 2024	PUTZIGER MICHAEL T	-	Buy	$38.40K
Feb 28, 2024	Lussier Joseph R	EVP & CFO	Buy	$34.97K
Feb 27, 2024	ANSIN KEN S	-	Sell	$3.03M

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	3	2
2023 Q4	3	-
2023 Q3	2	1

EBTC Ownership FAQ

Who Owns Enterprise Bancorp?

Enterprise Bancorp shareholders are primarily institutional investors at 32.91%, followed by 20.02% insiders and 47.07% retail investors. The average institutional ownership in Enterprise Bancorp's industry, Regional Banks Stocks, is 51.67%, 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 2.43% of its total shares outstanding invested in 301.63K Enterprise Bancorp shares.

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