Enterprise Bancorp Inc (EBTC) Ownership

39.64 ↑0.00 (0.00%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Enterprise Bancorp Inc (EBTC), owning a total of 809 thousand shares. Combined, the top 44 institutional holders of EBTC own 44.60% of the company with a total of 5.6 million shares.

In the latest ownership report on June 30th 2025, the top 44 institutional holders increased their combined ownership of EBTC by 185 thousand shares. 5 institutions bought 202,863 total additional shares and increased their ownership by an average of 14.75%. However 5 institutions sold 17,801 total shares and decreased their ownership by an average of 3.04%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Enterprise Bancorp increased by a net total of 185,062 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc4.416%6.932%552,38935,8082025-06-30
Dimensional Fund Advisors, Inc.3.285%3.523%410,90813,9852025-06-30
Manufacturers Life Insurance Co1.609%-1.779%201,208-3,6452025-06-30
American Century Companies Inc1.405%32.057%175,77342,6692025-06-30
Citigroup Inc0.968%-2.786%121,057-3,4692025-06-30
Banc Funds Co LLC0.826%-7.831%103,375-8,7832025-06-30
Gardner Lewis Asset Management L P0.742%31.250%92,79522,0942025-06-30
Bridgeway Capital Management, LLC0.707%-1.065%88,465-9522025-06-30
First Trust Capital Management L.P.0.706%0.000%88,30788,3072025-06-30
Siena Capital Management, LLC0.584%0.000%73,05602025-06-30
Empowered Funds, LLC0.432%-1.730%54,090-9522025-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc6.466%-4.666%808,750-39,5872025-03-31
Vanguard Group Inc4.416%6.932%552,38935,8082025-06-30
CapTrust Financial Advisors4.012%0.000%486,43602022-06-30
Dimensional Fund Advisors, Inc.3.285%3.523%410,90813,9852025-06-30
Geode Capital Management, LLC1.890%1.882%236,3824,3662025-03-31
State Street Corp1.670%1.277%208,8492,6332025-03-31
Manufacturers Life Insurance Co1.609%-1.779%201,208-3,6452025-06-30
State Street Corporation1.596%1.807%198,2503,5182024-03-31
American Century Companies Inc1.405%32.057%175,77342,6692025-06-30
Qube Research & Technologies1.065%0.000%133,168133,1682025-03-31
Citigroup Inc0.968%-2.786%121,057-3,4692025-06-30
Commonwealth Equity Services Inc0.884%-1.257%110,582-1,4082025-03-31
Banc Funds Co LLC0.826%-7.831%103,375-8,7832025-06-30
M3F, Inc.0.801%2.155%99,5292,1002024-06-30
Gardner Lewis Asset Management L P0.742%31.250%92,79522,0942025-06-30
Northern Trust Corp0.733%-2.041%91,703-1,9112025-03-31
ABC arbitrage SA0.722%52.383%90,25231,0252025-03-31
Bridgeway Capital Management, LLC0.707%-1.065%88,465-9522025-06-30
First Trust Capital Management L.P.0.706%0.000%88,30788,3072025-06-30
Advisory Services Network, LLC0.689%0.000%85,30202023-12-31
Elizabeth Park Capital Advisors, Ltd0.642%0.000%79,46779,4672024-09-30
Ategra Capital Management LLC0.631%-21.422%78,942-21,5212025-03-31
Magnetar Financial LLC0.621%19.981%77,73212,9452025-03-31
Siena Capital Management, LLC0.584%0.000%73,05602025-06-30
Assenagon Asset Management SA0.528%102.204%65,59133,1532024-09-30
Wellington Management Company LLP0.516%0.000%63,92363,9232024-09-30
Monarch Partners Asset Management LLC0.491%0.003%60,11522022-12-31
HighTower Advisors, LLC0.463%1.791%56,8311,0002023-09-30
Empowered Funds, LLC0.432%-1.730%54,090-9522025-06-30
Susquehanna International Group, LLP0.416%334.666%52,08640,1032025-03-31
JPMorgan Chase & Co0.372%12.114%46,5545,0302024-12-31
Panagora Asset Management Inc0.364%0.284%45,5601292024-12-31
Goldman Sachs Group Inc0.358%49.870%44,30614,7432024-09-30
Morgan Stanley - Brokerage Accounts0.348%16.911%43,5746,3032025-03-31
Spinnaker Trust0.346%1.407%43,3296012025-03-31
Basswood Capital Management LLC0.345%0.000%42,21742,2172022-12-31
BHZ Capital Management, LP.0.301%-14.101%37,270-6,1182023-12-31
Bank of New York Mellon Corp0.256%-18.570%31,766-7,2442024-09-30
FOSTER DYKEMA CABOT & PARTNERS LLC0.252%0.000%31,30602024-09-30
Foster Dykema Cabot & Co Inc0.253%0.000%31,30602023-09-30
Carl P. Sherr & Co., LLC0.238%0.289%29,523852024-06-30
Renaissance Technologies Corp0.224%0.000%27,74827,7482024-03-31
Nuveen Asset Management, LLC0.226%-18.526%27,605-6,2772022-12-31
Charles Schwab Investment Management Inc0.205%-0.024%24,909-62022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Enterprise Bancorp Inc (EBTC), owning a total of 307 thousand shares. Combined, the top 38 mutual fund holders of EBTC own 23.76% of the company with a total of 3 million shares.

In the latest ownership report on June 30th 2025, the top 38 fund holders increased their combined ownership of EBTC by 13 thousand shares. 10 funds bought 14,991 total additional shares and increased their ownership by an average of 2.05%. However 4 funds sold 1,707 total shares and decreased their ownership by an average of 1.16%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Enterprise Bancorp increased by a net total of 13,284 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.455%2.372%307,0297,1132025-06-30
iShares Russell 2000 ETF2.125%0.699%265,7621,8452025-06-30
Vanguard Institutional Extnd Mkt Idx Tr1.221%0.751%152,7421,1392025-06-30
JHancock Regional Bank A0.810%-0.874%101,286-8932025-06-30
iShares Russell 2000 Value ETF0.699%0.362%87,4513152025-06-30
JH Financial Opportunities0.599%0.000%74,90402025-06-30
DFA US Targeted Value I0.492%0.000%61,53002025-06-30
EA Bridgeway Omni Small-Cap Value ETF0.432%0.000%54,09002025-06-30
Dimensional US Targeted Value ETF0.414%0.000%51,80802025-06-30
DFA US Small Cap I0.408%2.308%51,0241,1512025-06-30
Fidelity Extended Market Index0.408%-0.260%50,974-1332025-06-30
Vanguard Russell 2000 ETF0.406%1.144%50,8265752025-06-30
State St Russell Sm/Mid Cp® Indx SL Cl I0.360%0.000%45,01202025-06-30
DFA US Micro Cap I0.311%0.000%38,85402025-06-30
Bridgeway Omni Small-Cap Value0.275%0.000%34,37502025-06-30
Bridgeway Omni Small-Cap Value N0.275%0.000%34,37502025-06-30
Dimensional US Small Cap ETF0.274%0.000%34,30002025-06-30
State St Russell Sm Cap® Indx SL Cl I0.263%0.000%32,94902025-06-30
Schwab Small Cap Index0.205%3.334%25,6328272025-06-30
NT R2000 Index Fund - NL0.195%2.117%24,3605052025-06-30
DFA US Small Cap Value I0.177%5.523%22,0871,1562025-06-30
BlackRock Advantage Small Cap Core Instl0.162%-1.552%20,231-3192025-06-30
NT R2000 Index Fund - DC - NL - 30.155%1.915%19,4223652025-06-30
Extended Equity Market Fund K0.145%-1.956%18,142-3622025-06-30
DFA US Core Equity 2 I0.145%0.000%18,10102025-06-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.455%2.372%307,0297,1132025-06-30
Vanguard US Total Market Shares ETF2.216%0.000%276,02502024-09-30
iShares Russell 2000 ETF2.125%0.699%265,7621,8452025-06-30
Vanguard Instl Ttl Stck Mkt Idx Tr2.086%0.000%255,66802023-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.221%0.751%152,7421,1392025-06-30
Avantis US Small Cap Value ETF1.052%0.344%131,5434512025-06-28
Vanguard Extended Market Index Investor0.922%3.767%112,9234,0992023-08-31
JHancock Regional Bank A0.810%-0.874%101,286-8932025-06-30
Fidelity Small Cap Index0.773%0.649%96,7456242025-05-31
iShares Russell 2000 Value ETF0.699%0.362%87,4513152025-06-30
Fidelity® Small Cap Index0.712%0.884%87,2637652023-10-31
John Hancock Financial Opportunities Fund0.599%0.000%74,90402025-03-31
JH Financial Opportunities0.599%0.000%74,90402025-06-30
DFA US Targeted Value I0.492%0.000%61,53002025-06-30
EA Bridgeway Omni Small-Cap Value ETF0.432%0.000%54,09002025-06-30
Dimensional US Targeted Value ETF0.414%0.000%51,80802025-06-30
DFA US Small Cap I0.408%2.308%51,0241,1512025-06-30
Fidelity Extended Market Index0.408%-0.260%50,974-1332025-06-30
Vanguard Russell 2000 ETF0.406%1.144%50,8265752025-06-30
Fidelity® Extended Market Index0.395%1.168%48,3485582023-11-30
JHancock Financial Industries A0.373%0.000%46,19902024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.360%0.579%45,0122592025-04-30
State St Russell Sm/Mid Cp® Indx SL Cl I0.360%0.000%45,01202025-06-30
Bridgeway Omni Tax-Managed Sm-Cp Val N0.329%0.000%40,27502022-12-31
DFA US Micro Cap I0.311%0.000%38,85402025-06-30
State St Russell Sm Cap® Indx NL Cl C0.310%5.563%37,9492,0002023-09-30
Bridgeway Omni Small-Cap Value0.275%0.000%34,37502025-06-30
Bridgeway Omni Small-Cap Value N0.275%0.000%34,37502025-06-30
Dimensional US Small Cap ETF0.274%0.000%34,30002025-06-30
State St Russell Sm Cap® Indx SL Cl I0.263%0.000%32,94902025-06-30
NT R2000 Value Index Fund - NL0.223%-3.268%27,324-9232023-12-31
Schwab Small Cap Index0.205%3.334%25,6328272025-06-30
NT R2000 Index Fund - NL0.195%2.117%24,3605052025-06-30
DFA US Small Cap Value I0.177%5.523%22,0871,1562025-06-30
BlackRock Advantage Small Cap Core Instl0.162%-1.552%20,231-3192025-06-30
NT R2000 Index Fund - DC - NL - 30.155%1.915%19,4223652025-06-30
Extended Equity Market Fund K0.145%-1.956%18,142-3622025-06-30
DFA US Core Equity 2 I0.145%0.000%18,10102025-06-30

Discussions

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Modok

$EBTC go to the bathroom
come back to green! I like it!

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breakthisgrip

$EBTC When they tell me diversifying is for idiots

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