Enterprise Bancorp Ownership | Who Owns Enterprise Bancorp?

Enterprise Bancorp Ownership Summary

Enterprise Bancorp is owned by 36.62% institutional investors, 20.81% insiders, and 42.57% 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 2.45% of its assets in Enterprise Bancorp shares.

EBTC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Enterprise Bancorp	36.62%	20.81%	42.57%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Regional Banks Stocks	53.95%	12.38%	33.68%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	930.95K	7.57%	$23.16M
Blackrock funding, inc. /de	777.42K	6.24%	$30.82M
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
American century companies	175.77K	1.41%	$6.97M
Qube research	144.40K	1.16%	$5.72M
Citigroup	128.51K	1.03%	$5.08M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Siena capital partners gp	111.25K	1.21%	$4.40M
Banc funds	103.38K	0.62%	$4.10M
Carl p. sherr	21.25K	0.43%	$842.56K
Yakira capital management	30.00K	0.40%	$1.19M
Gardner lewis asset management l p	38.47K	0.37%	$1.52M
Versor investments lp	38.60K	0.27%	$1.53M
First trust capital management	88.31K	0.24%	$3.50M
Chicago capital management	7.86K	0.23%	$311.53K
Oxford asset management llp	13.55K	0.19%	$537.00K
Spinnaker trust	44.67K	0.11%	$1.77M

Top Buyers

Holder	Shares	% Assets	Change
Citigroup	128.51K	0.00%	120.88K
Blackrock	930.95K	0.00%	114.54K
First trust capital management	88.31K	0.24%	88.31K
American century companies	175.77K	0.00%	42.67K
Skandinaviska enskilda banken ab (publ)	68.69K	0.01%	39.00K

Top Sellers

Holder	Shares	% Assets	Change
Commonwealth equity services	-	-	-109.73K
M3f	-	-	-99.53K
Elizabeth park capital advisors	-	-	-79.47K
Ategra capital management	-	-	-78.94K
Siena capital partners gp	111.25K	1.21%	-38.04K

New Positions

Holder	Shares	% Assets	Change	Value
First trust capital management	88.31K	0.24%	88.31K	$3.50M
Gardner lewis asset management l p	38.47K	0.37%	38.47K	$1.52M
Susquehanna group, llp	11.98K	0.00%	11.98K	$473.81K
Chicago capital management	7.86K	0.23%	7.86K	$311.53K
Point72 asia (singapore) pte.	7.29K	0.05%	7.29K	$289.11K

Sold Out

Holder	Change
Stephens consulting	-1.00
Ifp advisors	-1.00
Quadrant capital group	-31.00
Covestor	-43.00
Capital performance advisors llp	-51.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	93	2.20%	4,564,839	2.71%	36	2.88%	49	22.50%	23	-14.81%
Mar 31, 2025	90	1.12%	4,433,105	4.70%	35	3.07%	40	-14.89%	27	17.39%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	307.03K	2.45%	7.11K
Vanguard US Total Market Shares ETF	276.02K	2.22%	-
iShares Russell 2000 ETF	265.76K	2.12%	1.84K
Vanguard Institutional Extnd Mkt Idx Tr	152.74K	1.22%	1.14K
Avantis US Small Cap Value ETF	131.54K	1.05%	451.00
JHancock Regional Bank A	101.29K	0.81%	-893.00
Fidelity Small Cap Index	96.75K	0.77%	624.00
iShares Russell 2000 Value ETF	87.45K	0.70%	315.00
JH Financial Opportunities	74.90K	0.60%	-
John Hancock Financial Opportunities Fund	74.90K	0.60%	-

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 Q3	-	-
2025 Q2	-	-
2025 Q1	-	2
2024 Q4	-	-
2024 Q3	-	-

EBTC Ownership FAQ

Who Owns Enterprise Bancorp?

Enterprise Bancorp shareholders are primarily institutional investors at 36.62%, followed by 20.81% insiders and 42.57% retail investors. The average institutional ownership in Enterprise Bancorp's industry, Regional Banks Stocks, is 53.95%, 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 (777.42K shares, 6.24%), and Vanguard group (492.4K shares, 3.96%). Together, they hold 17.77% 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 1.21% of its assets in 111.25K Enterprise Bancorp shares, valued at 4.4M$.

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 2.45% of its total shares outstanding invested in 307.03K Enterprise Bancorp shares.

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