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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 18,010 | $796.2K | 0.00% | +7,379+69.4% | Added |
| AE Wealth Management LLC | 17,237 | $768.6K | 0.00% | +11,914+223.8% | Added |
| American International Group, Inc. | 17,027 | $759.2K | 0.00% | +338+2.0% | Added |
| Rafferty Asset Management, LLC | 16,563 | $738.5K | 0.01% | +10,982+196.8% | Added |
| Legal & General Group Plc | 16,546 | $737.8K | 0.00% | +1,398+9.2% | Added |
| Price T Rowe Associates Inc | 16,387 | $731.0K | 0.00% | +40+0.2% | Added |
| Millennium Management LLC | 16,159 | $721.0K | 0.00% | −16,268−50.2% | Reduced |
| Truist Financial Corp | 15,672 | $698.8K | 0.00% | +541+3.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 15,485 | $690.5K | 0.00% | +340+2.2% | Added |
| Victory Capital Management Inc | 15,127 | $674.5K | 0.00% | −2,082−12.1% | Reduced |
| Jag Capital Management, LLC | 14,420 | $643.0K | 0.08% | +1,796+14.2% | Added |
| Jane Street Group, LLC | 14,080 | $627.8K | 0.00% | +14,080 | New |
| Manufacturers Life Insurance Company, The | 13,951 | $622.1K | 0.00% | +70+0.5% | Added |
| Panagora Asset Management Inc | 13,808 | $615.7K | 0.00% | +2,160+18.5% | Added |
| Hillsdale Investment Management Inc. | 13,800 | $615.3K | 0.05% | −83,400−85.8% | Reduced |
| Sonen Capital LLC | 13,000 | $579.7K | 0.98% | −4,000−23.5% | Reduced |
| CM Wealth Advisors LLC | 13,539 | $573.0K | 0.11% | +13,539 | New |
| Clark Capital Management Group, Inc. | 12,285 | $547.8K | 0.01% | +12,285 | New |
| New York Life Investment Management LLC | 10,614 | $473.3K | 0.01% | −1,377−11.5% | Reduced |
| Arizona State Retirement System | 10,246 | $456.9K | 0.00% | +269+2.7% | Added |
| Engineers Gate Manager LP | 10,242 | $456.7K | 0.02% | +1,184+13.1% | Added |
| LSV Asset Management | 10,087 | $450.0K | 0.00% | −400−3.8% | Reduced |
| HGK Asset Management Inc | 9,955 | $444.0K | 0.14% | −1,766−15.1% | Reduced |
| Lazard Asset Management LLC | 9,927 | $442.0K | 0.00% | +9,003+974.4% | Added |
| State Board of Administration of Florida Retirement System | 9,894 | $441.2K | 0.00% | 00.0% | Unchanged |
| Man Group plc | – | $429.5K | 0.00% | – | – |
| Acropolis Investment Management, LLC | 9,483 | $422.8K | 0.03% | 00.0% | Unchanged |
| Connable Office Inc | 9,373 | $417.9K | 0.06% | +1,276+15.8% | Added |
| Integrated Investment Consultants, LLC | 9,240 | $412.0K | 0.13% | +1,637+21.5% | Added |
| Syntegra Private Wealth Group, LLC | 9,162 | $408.5K | 0.07% | 00.0% | Unchanged |
| First Foundation Advisors | 8,730 | $389.3K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 8,424 | $376.0K | 0.00% | +8,424 | New |
| Buckingham Strategic Wealth, LLC | 7,637 | $373.9K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 8,045 | $358.7K | 0.04% | +3,751+87.4% | Added |
| SG Americas Securities, LLC | 8,033 | $358.0K | 0.00% | +4,923+158.3% | Added |
| Royal Bank of Canada | 8,001 | $357.0K | 0.00% | −3,793−32.2% | Reduced |
| Shell Asset Management Co | 7,957 | $355.0K | 0.01% | −28−0.4% | Reduced |
| Citigroup Inc | 7,916 | $353.0K | 0.00% | +6,586+495.2% | Added |
| Handelsbanken Fonder AB | 7,837 | $349.0K | 0.00% | −600−7.1% | Reduced |
| Great West Life Assurance Co | 7,702 | $344.0K | 0.00% | +5,682+281.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,700 | $343.3K | 0.00% | +7,700 | New |
| Bailard, Inc. | 7,483 | $333.7K | 0.01% | −1,300−14.8% | Reduced |
| Moody National Bank Trust Division | 7,116 | $317.3K | 0.03% | −634−8.2% | Reduced |
| Busey Wealth Management | 7,032 | $313.6K | 0.01% | −1,644−18.9% | Reduced |
| Summit Global Investments | 7,000 | $312.0K | 0.02% | +7,000 | New |
| Keybank National Association | 6,939 | $309.4K | 0.00% | −2,987−30.1% | Reduced |
| Parkside Financial Bank & Trust | 6,851 | $305.5K | 0.08% | −2,092−23.4% | Reduced |
| Hamilton Capital Partners Inc. | 6,564 | $292.7K | 0.11% | −2,850−30.3% | Reduced |
| State of Wisconsin Investment Board | 6,454 | $287.8K | 0.00% | +2,047+46.4% | Added |
| BDO Wealth Advisors, LLC | 6,378 | $284.4K | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 6,285 | $280.2K | 0.00% | −512−7.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,248 | $278.6K | 0.05% | −7,862−55.7% | Reduced |
| D. E. Shaw & Co., Inc. | 5,909 | $263.5K | 0.00% | −1,696−22.3% | Reduced |
| Pure Financial Advisors, Inc. | 5,892 | $262.7K | 0.01% | +18+0.3% | Added |
| Bank of Montreal | 5,720 | $258.0K | 0.00% | +377+7.1% | Added |
| Trilogy Capital Inc. | 5,713 | $254.7K | 0.02% | 00.0% | Unchanged |
| Weaver Consulting Group | 5,612 | $250.2K | 0.11% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,523 | $246.3K | 0.00% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 5,413 | $241.4K | 0.02% | −498−8.4% | Reduced |
| Cullen Capital Management LLC | 5,408 | $241.1K | 0.00% | +5,408 | New |
| Claris Advisors, LLC | 5,301 | $236.4K | 0.18% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 5,250 | $234.1K | 0.17% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 5,231 | $233.3K | 0.00% | −4−0.1% | Reduced |
| State of Tennessee, Treasury Department | 5,165 | $230.3K | 0.00% | +5,165 | New |
| Allspring Global Investments Holdings, LLC | 4,938 | $220.2K | 0.00% | +543+12.4% | Added |
| Keebeck Alpha, LP | 4,764 | $212.4K | 0.25% | +4,764 | New |
| Prelude Capital Management, LLC | 4,760 | $212.2K | 0.01% | −35,678−88.2% | Reduced |
| Trexquant Investment LP | 4,759 | $212.2K | 0.01% | +4,759 | New |
| Pictet Asset Management SA | 4,645 | $207.1K | 0.00% | 00.0% | Unchanged |
| Henshaw Capital LLC | 4,624 | $206.2K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 4,571 | $203.8K | 0.01% | +4,571 | New |
| Bank of Nova Scotia | 4,506 | $200.9K | 0.00% | −1,357−23.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,200 | $187.3K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,980 | $177.5K | 0.00% | +291+7.9% | Added |
| STRS Ohio | 3,900 | $173.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,730 | $166.0K | 0.00% | −847−18.5% | Reduced |
| New York State Teachers Retirement System | 3,122 | $139.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,924 | $130.4K | 0.00% | +51+1.8% | Added |
| Ameritas Investment Partners, Inc. | 2,833 | $126.3K | 0.01% | +187+7.1% | Added |
| Atwood & Palmer Inc | 2,460 | $109.7K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,957 | $87.2K | 0.00% | +524+36.6% | Added |
| Metropolitan Life Insurance Co | 1,882 | $83.9K | 0.00% | −256−12.0% | Reduced |
| Duncker Streett & Co Inc | 1,300 | $58.0K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,124 | $50.1K | 0.08% | +1,124 | New |
| Tower Research Capital LLC (TRC) | 1,046 | $47.0K | 0.00% | +739+240.7% | Added |
| Dark Forest Capital Management LP | 1,049 | $46.8K | 0.01% | +505+92.8% | Added |
| Harbor Investment Advisory, LLC | 895 | $39.9K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 856 | $38.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 562 | $25.1K | 0.01% | +562 | New |
| Citadel Advisors LLC | 472 | $21.0K | 0.00% | +472 | New |
| The PNC Financial Services Group, Inc. | 454 | $20.2K | 0.00% | −607−57.2% | Reduced |
| Quadrant Capital Group LLC | 432 | $19.3K | 0.00% | −49−10.2% | Reduced |
| TD Waterhouse Canada Inc. | 265 | $15.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 328 | $14.6K | 0.01% | +328 | New |
| Public Employees Retirement System of Ohio | 291 | $13.0K | 0.00% | +4+1.4% | Added |
| Trivant Custom Portfolio Group, LLC | 253 | $11.3K | 0.01% | +253 | New |
| IFP Advisors, Inc | 200 | $11.0K | 0.00% | +200 | New |
| Macroview Investment Management LLC | 237 | $10.6K | 0.02% | +237 | New |
| Bessemer Group Inc | 135 | $6.00K | 0.00% | +135 | New |
| Signaturefd, LLC | 115 | $5.13K | 0.00% | −13−10.2% | Reduced |