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
13F holders, Q4 2022
Institutional positions in Enterprise Financial Services Corp as of Dec 31, 2022. 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
- 220
- +36 vs. Q3 2022
- Shares held
- 26.7M
- +1.97M (+8.0%) vs. Q3 2022
- Total value
- $1.31B
- +$220.0M (+20.2%) vs. Q3 2022
- New holders
- 48
- 71 more added
- Sold out
- 12
- 62 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EFSC 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 266 | $2.01B |
| Q1 2026 | 262 | $1.65B |
| Q4 2025 | 244 | $1.62B |
| Q3 2025 | 245 | $1.77B |
| Q2 2025 | 241 | $1.65B |
| Q1 2025 | 243 | $1.61B |
| Q4 2024 | 225 | $1.63B |
| Q3 2024 | 228 | $1.46B |
| Q2 2024 | 206 | $1.14B |
| Q1 2024 | 214 | $1.12B |
| Q4 2023 | 205 | $1.21B |
| Q3 2023 | 199 | $1.01B |
| Q2 2023 | 198 | $1.04B |
| Q1 2023 | 224 | $1.22B |
| Q4 2022 | 220 | $1.31B |
| Q3 2022 | 188 | $1.13B |
| Q2 2022 | 184 | $1.06B |
| Q1 2022 | 195 | $1.20B |
| Q4 2021 | 189 | $1.19B |
| Q3 2021 | 183 | $1.16B |
| Q2 2021 | 162 | $1.08B |
| Q1 2021 | 170 | $1.09B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Enterprise Financial Services Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | +1+16.7% | Added |
| Orion Capital Management LLC | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $98 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $98 | 0.00% | +2 | New |
| Schubert & Co | 3 | $147 | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 4 | $196 | 0.00% | +4 | New |
| IMA Wealth, Inc. | 8 | $392 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 21 | $1.03K | 0.00% | +18+600.0% | Added |
| Parallel Advisors, LLC | 28 | $1.37K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 33 | $1.62K | 0.00% | +33 | New |
| Nisa Investment Advisors, LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 74 | $3.00K | 0.00% | −26−26.0% | Reduced |
| CWM, LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 69 | $3.38K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 70 | $3.43K | 0.00% | −2−2.8% | Reduced |
| Manchester Capital Management LLC | 76 | $3.72K | 0.00% | +23+43.4% | Added |
| Central Trust Co | 100 | $4.90K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 97 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 103 | $5.04K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 128 | $6.27K | 0.00% | −3−2.3% | Reduced |
| Public Employees Retirement System of Ohio | 287 | $14.0K | 0.00% | −436−60.3% | Reduced |
| Tower Research Capital LLC (TRC) | 307 | $15.0K | 0.00% | −6,256−95.3% | Reduced |
| TD Waterhouse Canada Inc. | 265 | $17.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 481 | $23.6K | 0.00% | +92+23.7% | Added |
| Dark Forest Capital Management LP | 544 | $26.6K | 0.01% | −447−45.1% | Reduced |
| Highline Wealth Partners LLC | 825 | $40.4K | 0.03% | +825 | New |
| Umb Bank N A | 856 | $42.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 895 | $43.8K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 924 | $45.0K | 0.00% | +924 | New |
| Emerald Advisers, LLC | 975 | $47.7K | 0.00% | −14,810−93.8% | Reduced |
| The PNC Financial Services Group, Inc. | 1,061 | $51.9K | 0.00% | +243+29.7% | Added |
| Duncker Streett & Co Inc | 1,300 | $63.6K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 1,330 | $65.1K | 0.00% | −398−23.0% | Reduced |
| FMR LLC | 1,433 | $70.1K | 0.00% | −266−15.7% | Reduced |
| Great West Life Assurance Co | 2,020 | $99.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,138 | $104.7K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2,460 | $120.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,646 | $129.5K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,798 | $137.0K | 0.01% | +2,798 | New |
| Vestcor Inc | 2,803 | $137.0K | 0.01% | +2,803 | New |
| US Bancorp | 2,873 | $140.7K | 0.00% | −218−7.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 2,878 | $140.9K | 0.01% | −70,811−96.1% | Reduced |
| SG Americas Securities, LLC | 3,110 | $152.0K | 0.00% | −4,534−59.3% | Reduced |
| New York State Teachers Retirement System | 3,122 | $153.0K | 0.00% | +3,122 | New |
| Federated Hermes, Inc. | 3,689 | $180.6K | 0.00% | −584−13.7% | Reduced |
| STRS Ohio | 3,900 | $190.0K | 0.00% | +3,900 | New |
| Hennion & Walsh Asset Management, Inc. | 4,132 | $202.0K | 0.01% | +4,132 | New |
| Northwestern Mutual Wealth Management Co | 4,200 | $205.6K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 4,199 | $206.0K | 0.00% | +4,199 | New |
| Dakota Wealth Management | 4,288 | $209.9K | 0.01% | −459−9.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,294 | $210.2K | 0.03% | +4,294 | New |
| Allspring Global Investments Holdings, LLC | 4,395 | $215.2K | 0.00% | −33−0.7% | Reduced |
| State of Wisconsin Investment Board | 4,407 | $215.8K | 0.00% | −2,188−33.2% | Reduced |
| MGO Private Wealth, LLC | 4,408 | $215.8K | 0.10% | +4,408 | New |
| Susquehanna International Group, LLP | 4,537 | $222.1K | 0.00% | −10,925−70.7% | Reduced |
| ProShare Advisors LLC | 4,539 | $222.2K | 0.00% | +4,539 | New |
| Amalgamated Bank | 4,577 | $224.0K | 0.00% | +63+1.4% | Added |
| Henshaw Capital LLC | 4,624 | $226.4K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management SA | 4,645 | $227.0K | 0.00% | +4,645 | New |
| Chicago Partners Investment Group LLC | 4,257 | $237.7K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 5,101 | $249.7K | 0.00% | +5,101 | New |
| Cetera Advisor Networks LLC | 5,235 | $256.3K | 0.00% | +155+3.1% | Added |
| Ardent Capital Management, Inc. | 5,250 | $257.0K | 0.20% | +5,250 | New |
| Claris Advisors, LLC | 5,301 | $259.5K | 0.25% | +10.0% | Added |
| AE Wealth Management LLC | 5,323 | $260.6K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 5,343 | $266.1K | 0.00% | +5,343 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,523 | $270.4K | 0.00% | +1,135+25.9% | Added |
| Rafferty Asset Management, LLC | 5,581 | $273.2K | 0.00% | +519+10.3% | Added |
| Weaver Consulting Group | 5,612 | $274.8K | 0.14% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 5,713 | $279.7K | 0.02% | +5,713 | New |
| Bank of Nova Scotia | 5,863 | $287.1K | 0.00% | +5,863 | New |
| Pure Financial Advisors, Inc. | 5,874 | $287.6K | 0.01% | +16+0.3% | Added |
| Visionary Wealth Advisors | 5,911 | $289.0K | 0.03% | +5,911 | New |
| Balyasny Asset Management LLC | 5,968 | $292.2K | 0.00% | +5,968 | New |
| BDO Wealth Advisors, LLC | 6,378 | $312.3K | 0.04% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 6,474 | $317.0K | 0.00% | +6,474 | New |
| Aigen Investment Management, LP | 6,492 | $317.8K | 0.04% | +6,492 | New |
| Assenagon Asset Management S.A. | 6,783 | $332.0K | 0.00% | +6,783 | New |
| Alps Advisors Inc | 6,797 | $332.8K | 0.00% | −35−0.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,000 | $342.7K | 0.00% | +1,000+16.7% | Added |
| Integrated Investment Consultants, LLC | 7,603 | $372.2K | 0.13% | −38−0.5% | Reduced |
| D. E. Shaw & Co., Inc. | 7,605 | $372.3K | 0.00% | +685+9.9% | Added |
| Buckingham Strategic Wealth, LLC | 7,637 | $373.9K | 0.01% | −7,329−49.0% | Reduced |
| Moody National Bank Trust Division | 7,750 | $379.0K | 0.03% | +50+0.6% | Added |
| Shell Asset Management Co | 7,985 | $391.0K | 0.02% | −1,645−17.1% | Reduced |
| Connable Office Inc | 8,097 | $396.0K | 0.06% | 00.0% | Unchanged |
| Sanford Advisory Services, LLC | 8,372 | $409.9K | 0.10% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 8,437 | $413.0K | 0.00% | 00.0% | Unchanged |
| Busey Wealth Management | 8,676 | $424.8K | 0.02% | +8,676 | New |
| First Foundation Advisors | 8,730 | $427.4K | 0.02% | 00.0% | Unchanged |
| Bailard, Inc. | 8,783 | $430.0K | 0.02% | +8,783 | New |
| Parkside Financial Bank & Trust | 8,943 | $437.8K | 0.13% | −1,048−10.5% | Reduced |
| Engineers Gate Manager LP | 9,058 | $443.5K | 0.03% | +9,058 | New |
| Syntegra Private Wealth Group, LLC | 9,162 | $448.6K | 0.09% | +9,162 | New |
| Hamilton Capital Partners Inc. | 9,414 | $460.9K | 0.20% | +9,414 | New |
| Acropolis Investment Management, LLC | 9,483 | $464.3K | 0.04% | −630−6.2% | Reduced |
| State Board of Administration of Florida Retirement System | 9,894 | $484.4K | 0.00% | +140+1.4% | Added |
| Keybank National Association | 9,926 | $486.0K | 0.00% | +721+7.8% | Added |
| Arizona State Retirement System | 9,977 | $488.5K | 0.00% | +363+3.8% | Added |