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, Q1 2023
Institutional positions in Enterprise Financial Services Corp as of Mar 31, 2023. 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
- 224
- +6 vs. Q4 2022
- Shares held
- 27.5M
- +970.2K (+3.7%) vs. Q4 2022
- Total value
- $1.22B
- −$73.3M (−5.6%) vs. Q4 2022
- New holders
- 31
- 93 more added
- Sold out
- 25
- 61 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Enterprise Financial Services Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | +3+42.9% | Added |
| Toronto Dominion Bank | 10 | $0 | 0.00% | +10 | New |
| Orion Capital Management LLC | 1 | $45 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1 | $45 | 0.00% | +1 | New |
| Disciplined Investments, LLC | 2 | $89 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $179 | 0.00% | +2+100.0% | Added |
| Schubert & Co | 5 | $223 | 0.00% | +2+66.7% | Added |
| JFS Wealth Advisors, LLC | 7 | $313 | 0.00% | +3+75.0% | Added |
| IMA Wealth, Inc. | 8 | $357 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 21 | $937 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 33 | $1.47K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 36 | $1.60K | 0.00% | +8+28.6% | Added |
| ClariVest Asset Management LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 69 | $3.00K | 0.00% | +69 | New |
| Fifth Third Bancorp | 74 | $3.30K | 0.00% | +74 | New |
| Proequities, Inc. | 80 | $3.57K | 0.00% | +11+15.9% | Added |
| Manchester Capital Management LLC | 83 | $3.70K | 0.00% | +7+9.2% | Added |
| Carolinas Wealth Consulting LLC | 83 | $3.70K | 0.00% | +13+18.6% | Added |
| Hantz Financial Services, Inc. | 97 | $4.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 100 | $4.46K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 103 | $4.59K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 106 | $4.73K | 0.00% | +106 | New |
| Signaturefd, LLC | 115 | $5.13K | 0.00% | −13−10.2% | Reduced |
| Bessemer Group Inc | 135 | $6.00K | 0.00% | +135 | New |
| Macroview Investment Management LLC | 237 | $10.6K | 0.02% | +237 | New |
| IFP Advisors, Inc | 200 | $11.0K | 0.00% | +200 | New |
| Trivant Custom Portfolio Group, LLC | 253 | $11.3K | 0.01% | +253 | New |
| Public Employees Retirement System of Ohio | 291 | $13.0K | 0.00% | +4+1.4% | Added |
| Quarry LP | 328 | $14.6K | 0.01% | +328 | New |
| TD Waterhouse Canada Inc. | 265 | $15.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 432 | $19.3K | 0.00% | −49−10.2% | Reduced |
| The PNC Financial Services Group, Inc. | 454 | $20.2K | 0.00% | −607−57.2% | Reduced |
| Citadel Advisors LLC | 472 | $21.0K | 0.00% | +472 | New |
| State of Wyoming | 562 | $25.1K | 0.01% | +562 | New |
| Umb Bank N A | 856 | $38.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 895 | $39.9K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,049 | $46.8K | 0.01% | +505+92.8% | Added |
| Tower Research Capital LLC (TRC) | 1,046 | $47.0K | 0.00% | +739+240.7% | Added |
| USA Financial Portformulas Corp | 1,124 | $50.1K | 0.08% | +1,124 | New |
| Duncker Streett & Co Inc | 1,300 | $58.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,882 | $83.9K | 0.00% | −256−12.0% | Reduced |
| FMR LLC | 1,957 | $87.2K | 0.00% | +524+36.6% | Added |
| Atwood & Palmer Inc | 2,460 | $109.7K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,833 | $126.3K | 0.01% | +187+7.1% | Added |
| US Bancorp | 2,924 | $130.4K | 0.00% | +51+1.8% | Added |
| New York State Teachers Retirement System | 3,122 | $139.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,730 | $166.0K | 0.00% | −847−18.5% | Reduced |
| STRS Ohio | 3,900 | $173.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,980 | $177.5K | 0.00% | +291+7.9% | Added |
| Northwestern Mutual Wealth Management Co | 4,200 | $187.3K | 0.00% | 00.0% | Unchanged |
| Bank of Nova Scotia | 4,506 | $200.9K | 0.00% | −1,357−23.1% | Reduced |
| Algert Global LLC | 4,571 | $203.8K | 0.01% | +4,571 | New |
| Henshaw Capital LLC | 4,624 | $206.2K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 4,645 | $207.1K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 4,759 | $212.2K | 0.01% | +4,759 | New |
| Prelude Capital Management, LLC | 4,760 | $212.2K | 0.01% | −35,678−88.2% | Reduced |
| Keebeck Alpha, LP | 4,764 | $212.4K | 0.25% | +4,764 | New |
| Allspring Global Investments Holdings, LLC | 4,938 | $220.2K | 0.00% | +543+12.4% | Added |
| State of Tennessee, Treasury Department | 5,165 | $230.3K | 0.00% | +5,165 | New |
| Cetera Advisor Networks LLC | 5,231 | $233.3K | 0.00% | −4−0.1% | Reduced |
| Ardent Capital Management, Inc. | 5,250 | $234.1K | 0.17% | 00.0% | Unchanged |
| Claris Advisors, LLC | 5,301 | $236.4K | 0.18% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 5,408 | $241.1K | 0.00% | +5,408 | New |
| Visionary Wealth Advisors | 5,413 | $241.4K | 0.02% | −498−8.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,523 | $246.3K | 0.00% | 00.0% | Unchanged |
| Weaver Consulting Group | 5,612 | $250.2K | 0.11% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 5,713 | $254.7K | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 5,720 | $258.0K | 0.00% | +377+7.1% | Added |
| Pure Financial Advisors, Inc. | 5,892 | $262.7K | 0.01% | +18+0.3% | Added |
| D. E. Shaw & Co., Inc. | 5,909 | $263.5K | 0.00% | −1,696−22.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,248 | $278.6K | 0.05% | −7,862−55.7% | Reduced |
| Alps Advisors Inc | 6,285 | $280.2K | 0.00% | −512−7.5% | Reduced |
| BDO Wealth Advisors, LLC | 6,378 | $284.4K | 0.03% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 6,454 | $287.8K | 0.00% | +2,047+46.4% | Added |
| Hamilton Capital Partners Inc. | 6,564 | $292.7K | 0.11% | −2,850−30.3% | Reduced |
| Parkside Financial Bank & Trust | 6,851 | $305.5K | 0.08% | −2,092−23.4% | Reduced |
| Keybank National Association | 6,939 | $309.4K | 0.00% | −2,987−30.1% | Reduced |
| Summit Global Investments | 7,000 | $312.0K | 0.02% | +7,000 | New |
| Busey Wealth Management | 7,032 | $313.6K | 0.01% | −1,644−18.9% | Reduced |
| Moody National Bank Trust Division | 7,116 | $317.3K | 0.03% | −634−8.2% | Reduced |
| Bailard, Inc. | 7,483 | $333.7K | 0.01% | −1,300−14.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,700 | $343.3K | 0.00% | +7,700 | New |
| Great West Life Assurance Co | 7,702 | $344.0K | 0.00% | +5,682+281.3% | Added |
| Handelsbanken Fonder AB | 7,837 | $349.0K | 0.00% | −600−7.1% | Reduced |
| Citigroup Inc | 7,916 | $353.0K | 0.00% | +6,586+495.2% | Added |
| Shell Asset Management Co | 7,957 | $355.0K | 0.01% | −28−0.4% | Reduced |
| Royal Bank of Canada | 8,001 | $357.0K | 0.00% | −3,793−32.2% | Reduced |
| SG Americas Securities, LLC | 8,033 | $358.0K | 0.00% | +4,923+158.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,045 | $358.7K | 0.04% | +3,751+87.4% | Added |
| Buckingham Strategic Wealth, LLC | 7,637 | $373.9K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 8,424 | $376.0K | 0.00% | +8,424 | New |
| First Foundation Advisors | 8,730 | $389.3K | 0.02% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 9,162 | $408.5K | 0.07% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 9,240 | $412.0K | 0.13% | +1,637+21.5% | Added |
| Connable Office Inc | 9,373 | $417.9K | 0.06% | +1,276+15.8% | Added |
| Acropolis Investment Management, LLC | 9,483 | $422.8K | 0.03% | 00.0% | Unchanged |
| Man Group plc | – | $429.5K | 0.00% | – | – |
| State Board of Administration of Florida Retirement System | 9,894 | $441.2K | 0.00% | 00.0% | Unchanged |