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Enterprise Bancorp Inc

EBTCDelisted Jul 1, 2025
Industry
State Commercial Banks
SEC CIK
0001018399

Enterprise Bancorp Inc was delisted on Jul 1, 2025; its insiders filed their last Form 4 on Jul 1, 2025; 95 institutions reported holding it in 13F filings for Q2 2025, worth $181.3M in total; no superinvestor held it.

13F holders, Q2 2024

Institutional positions in Enterprise Bancorp Inc as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
69
+2 vs. Q1 2024
Shares held
3.85M
+77.7K (+2.1%) vs. Q1 2024
Total value
$95.7M
−$2.14M (−2.2%) vs. Q1 2024
New holders
9
30 more added
Sold out
7
18 more reduced

Compare with Q1 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting EBTC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2024: 69 institutions
Q1 2021: 52 institutionsQ2 2021: 52 institutionsQ3 2021: 58 institutionsQ4 2021: 63 institutionsQ1 2022: 65 institutionsQ2 2022: 63 institutionsQ3 2022: 62 institutionsQ4 2022: 65 institutionsQ1 2023: 67 institutionsQ2 2023: 68 institutionsQ3 2023: 68 institutionsQ4 2023: 67 institutionsQ1 2024: 67 institutionsQ2 2024: 69 institutionsQ3 2024: 80 institutionsQ4 2024: 92 institutionsQ1 2025: 90 institutionsQ2 2025: 95 institutionsQ3 2025: 1 institutionQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2024: $95.7M
Q1 2021: $95.5MQ2 2021: $95.2MQ3 2021: $105.3MQ4 2021: $138.4MQ1 2022: $146.0MQ2 2022: $118.0MQ3 2022: $92.6MQ4 2022: $113.9MQ1 2023: $107.9MQ2 2023: $104.4MQ3 2023: $101.1MQ4 2023: $119.4MQ1 2024: $97.9MQ2 2024: $95.7MQ3 2024: $130.7MQ4 2024: $168.3MQ1 2025: $172.2MQ2 2025: $181.3MQ3 2025: $61.2KQ4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding EBTC and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20251$61.2K
Q2 202595$181.3M
Q1 202590$172.2M
Q4 202492$168.3M
Q3 202480$130.7M
Q2 202469$95.7M
Q1 202467$97.9M
Q4 202367$119.4M
Q3 202368$101.1M
Q2 202368$104.4M
Q1 202367$107.9M
Q4 202265$113.9M
Q3 202262$92.6M
Q2 202263$118.0M
Q1 202265$146.0M
Q4 202163$138.4M
Q3 202158$105.3M
Q2 202152$95.2M
Q1 202152$95.5M

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Enterprise Bancorp Inc; share changes are against Q1 2024.

Institutions holding EBTC in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.930,953$23.2M0.00%+114,543+14.0%Added
Vanguard Group Inc460,696$11.5M0.00%+6,049+1.3%Added
Dimensional Fund Advisors LP353,592$8.80M0.00%+8,216+2.4%Added
Manufacturers Life Insurance Company, The273,561$6.81M0.01%−1100.0%Reduced
Geode Capital Management, LLC224,860$5.60M0.00%+9,023+4.2%Added
State Street Corp196,919$4.90M0.00%−1,331−0.7%Reduced
Siena Capital Partners GP, LLC136,067$3.39M1.12%00.0%Unchanged
Commonwealth Equity Services, LLC117,212$2.92M0.00%+282+0.2%Added
Banc Funds Co LLC101,004$2.51M0.30%−47,885−32.2%Reduced
M3F, Inc.99,529$2.48M0.92%+2,100+2.2%Added
Bridgeway Capital Management, LLC94,434$2.35M0.05%+3,960+4.4%Added
Northern Trust Corp88,633$2.21M0.00%−1,988−2.2%Reduced
American Century Companies Inc55,751$1.39M0.00%+14,563+35.4%Added
Empowered Funds, LLC55,059$1.37M0.02%+3,960+7.7%Added
Morgan Stanley49,662$1.24M0.00%−1,005−2.0%Reduced
Panagora Asset Management Inc42,626$1.06M0.01%−280−0.7%Reduced
Bank of New York Mellon Corp39,010$970.6K0.00%+4,824+14.1%Added
Assenagon Asset Management S.A.32,438$807.1K0.00%+32,438New
Foster Dykema Cabot & Partners, LLC31,306$778.9K0.07%00.0%Unchanged
Goldman Sachs Group Inc29,563$735.5K0.00%+3,803+14.8%Added
Carl P. Sherr & Co., LLC29,523$734.5K0.41%+85+0.3%Added
Charles Schwab Investment Management Inc26,991$671.5K0.00%+2,391+9.7%Added
Nuveen Asset Management, LLC24,751$615.8K0.00%00.0%Unchanged
Martingale Asset Management L P24,200$602.1K0.01%+6,865+39.6%Added
Citadel Advisors LLC23,536$585.6K0.00%−23,073−49.5%Reduced
Invesco Ltd.19,768$491.8K0.00%+5,580+39.3%Added
Beacon Pointe Advisors, LLC19,701$490.2K0.01%00.0%Unchanged
Renaissance Technologies LLC18,548$461.5K0.00%−9,200−33.2%Reduced
BNP Paribas Arbitrage, SA18,537$461.2K0.00%+1,083+6.2%Added
Pallas Capital Advisors LLC14,935$412.8K0.02%+52+0.3%Added
LPL Financial LLC16,267$404.7K0.00%+20.0%Added
Bank of America Corp15,902$395.6K0.00%+5,088+47.1%Added
Rhumbline Advisers15,083$375.3K0.00%+406+2.8%Added
Millennium Management LLC14,049$349.5K0.00%−5,818−29.3%Reduced
Silvercrest Asset Management Group LLC13,890$345.6K0.00%00.0%Unchanged
HighTower Advisors, LLC13,783$343.0K0.00%−6,507−32.1%Reduced
Barclays PLC13,463$335.0K0.00%−2,261−14.4%Reduced
Jane Street Group, LLC12,437$309.4K0.00%+12,437New
Quadrature Capital Ltd11,237$278.0K0.00%−9,045−44.6%Reduced
Royal Bank of Canada10,562$263.0K0.00%+704+7.1%Added
Alliancebernstein L.P.9,200$228.9K0.00%+1,090+13.4%Added
Cambridge Investment Research Advisors, Inc.8,890$221.0K0.00%+977+12.3%Added
Beese Fulmer Investment Management, Inc.8,850$220.2K0.02%−1,500−14.5%Reduced
JPMorgan Chase & Co7,678$191.0K0.00%−11,031−59.0%Reduced
MetLife Investment Management5,716$142.2K0.00%+451+8.6%Added
Corebridge Financial, Inc.5,261$130.9K0.00%+5,261New
New York State Common Retirement Fund4,982$124.0K0.00%−636−11.3%Reduced
Mirae Asset Global ETFs Holdings Ltd.4,881$121.4K0.00%+4,881New
Wells Fargo & Company4,297$106.9K0.00%+881+25.8%Added
UBS Group AG3,584$89.2K0.00%−6,993−66.1%Reduced
Citigroup Inc2,538$63.1K0.00%+486+23.7%Added
Tower Research Capital LLC (TRC)1,573$39.1K0.00%+1,554+8,178.9%Added
Advisor Group Holdings, Inc.1,544$38.4K0.00%00.0%Unchanged
STRS Ohio1,300$32.3K0.00%+1,300New
Acadian Asset Management LLC857$21.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.790$19.7K0.00%00.0%Unchanged
Legal & General Group Plc778$19.4K0.00%00.0%Unchanged
FMR LLC738$18.4K0.00%+450+156.3%Added
California State Teachers Retirement System709$17.6K0.00%−264−27.1%Reduced
Nisa Investment Advisors, LLC590$14.7K0.00%−5−0.8%Reduced
CWM, LLC359$9.00K0.00%+325+955.9%Added
Picton Mahoney Asset Management369$9.00K0.00%+369New
Amalgamated Bank323$8.00K0.00%00.0%Unchanged
Rise Advisors, LLC201$5.00K0.00%+201New
Creative Financial Designs Inc161$4.01K0.00%+161New
Comerica Bank89$2.21K0.00%00.0%Unchanged
GAMMA Investing LLC68$1.69K0.00%00.0%Unchanged
Covestor Ltd34$1.00K0.00%+29+580.0%Added
SRS Capital Advisors, Inc.32$7970.00%+32New
BHZ Capital Management, LP0$00.00%−20,766−100.0%Sold out
Advisory Services Network, LLC0$00.00%−16,815−100.0%Sold out
Deutsche Bank AG0$00.00%−6,891−100.0%Sold out
American International Group, Inc.0$00.00%−4,770−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−451−100.0%Sold out
Core Wealth Advisors, Inc.0$00.00%−300−100.0%Sold out
M&R Capital Management Inc0$00.00%−264−100.0%Sold out