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Livermore
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Enterprise Financial Services Corp

EFSC
Exchange
Nasdaq
Industry
State Commercial Banks
SEC CIK
0001025835

No open-market purchases or sales by Enterprise Financial Services Corp insiders were filed in the last 90 days; 266 institutions reported holding it in 13F filings for Q2 2026, worth $2.01B in total; no superinvestor holds it.

Other share classesEFSCP

Q4 2022 vs. Q3 2022

How the institutions holding Enterprise Financial Services Corp changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of EFSC: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders1884220+36
Shares25.6M945.9K26.7M+1.97M (+8.0%)
Value$1.13B$41.7M$1.31B+$220.0M (+20.2%)

4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held Enterprise Financial Services Corp at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to EFSC in Q4 2022
InstitutionSharesValue% of portfolio
Western Financial Corp710,350$34.8M22.54%
Ziegler Capital Management, LLC110,931$5.43M0.23%
Hillsdale Investment Management Inc.97,200$4.76M0.40%
EJF Capital LLC60,800$2.98M0.93%
Knights of Columbus Asset Advisors LLC49,626$2.43M0.25%
Fisher Asset Management, LLC42,347$2.07M0.00%
EAM Investors, LLC35,372$1.73M0.36%
Qube Research & Technologies Ltd26,278$1.29M0.01%
Mutual Advisors, LLC25,665$1.26M0.06%
EAM Global Investors LLC23,766$1.16M0.30%
Tudor Investment Corp Et Al16,803$823.0K0.02%
AXA S.A.16,000$783.4K0.00%
Truist Financial Corp15,131$740.8K0.00%
Mosaic Family Wealth Partners, LLC14,500$709.9K0.20%
Jump Financial, LLC14,271$698.7K0.04%
HSBC Holdings PLC10,631$523.3K0.00%
Hamilton Capital Partners Inc.9,414$460.9K0.20%
Syntegra Private Wealth Group, LLC9,162$448.6K0.09%
Engineers Gate Manager LP9,058$443.5K0.03%
Bailard, Inc.8,783$430.0K0.02%
Busey Wealth Management8,676$424.8K0.02%
Assenagon Asset Management S.A.6,783$332.0K0.00%
Aigen Investment Management, LP6,492$317.8K0.04%
ExodusPoint Capital Management, LP6,474$317.0K0.00%
Balyasny Asset Management LLC5,968$292.2K0.00%
Visionary Wealth Advisors5,911$289.0K0.03%
Bank of Nova Scotia5,863$287.1K0.00%
Trilogy Capital Inc.5,713$279.7K0.02%
Bank of Montreal5,343$266.1K0.00%
Ardent Capital Management, Inc.5,250$257.0K0.20%
AQR Capital Management LLC5,101$249.7K0.00%
Pictet Asset Management SA4,645$227.0K0.00%
ProShare Advisors LLC4,539$222.2K0.00%
MGO Private Wealth, LLC4,408$215.8K0.10%
Y-Intercept (Hong Kong) Ltd4,294$210.2K0.03%
Arrowstreet Capital, Limited Partnership4,199$206.0K0.00%
Hennion & Walsh Asset Management, Inc.4,132$202.0K0.01%
STRS Ohio3,900$190.0K0.00%
New York State Teachers Retirement System3,122$153.0K0.00%
Vestcor Inc2,803$137.0K0.01%
Quantbot Technologies LP2,798$137.0K0.01%
Lazard Asset Management LLC924$45.0K0.00%
Highline Wealth Partners LLC825$40.4K0.03%
RFP Financial Group LLC33$1.62K0.00%
JFS Wealth Advisors, LLC4$1960.00%
Schubert & Co3$1470.00%
Disciplined Investments, LLC2$980.00%
SJS Investment Consulting Inc.2$980.00%

Sold out (12)

Institutions that held Enterprise Financial Services Corp at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of EFSC in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Bridgeway Capital Management, LLC53,627$2.36M
Vicus Capital24,276$1.07M
Citadel Advisors LLC16,460$725.0K
Quadrature Capital Ltd8,023$353.0K
Occudo Quantitative Strategies LP7,908$348.0K
Graham Capital Management, L.P.7,622$335.0K
Jane Street Group, LLC7,269$320.0K
Cullen Capital Management LLC6,851$302.0K
Squarepoint Ops LLC5,811$256.0K
Point72 Hong Kong Ltd1,231$54.0K
Howe & Rusling Inc77$3.00K
Versant Capital Management, Inc61$3.00K

Not filed for Q4 2022 yet (4)

Institutions that held Enterprise Financial Services Corp at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EFSC in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Western Financial Corporation828,355$36.5M
Eaton Vance Management103,938$4.58M
Eidelman Virant Capital13,536$601.0K
FourThought Financial, LLC40$2.00K