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, Q3 2023
Institutional positions in Enterprise Financial Services Corp as of Sep 30, 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
- 199
- +2 vs. Q2 2023
- Shares held
- 26.9M
- +195.6K (+0.7%) vs. Q2 2023
- Total value
- $1.01B
- −$34.8M (−3.3%) vs. Q2 2023
- New holders
- 27
- 79 more added
- Sold out
- 25
- 59 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding Enterprise Financial Services Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 10 | $0 | 0.00% | +10 | New |
| Orion Capital Management LLC | 1 | $38 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 2 | $75 | 0.00% | −3−60.0% | Reduced |
| SJS Investment Consulting Inc. | 3 | $113 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10 | $375 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $938 | 0.00% | +25 | New |
| Allworth Financial LP | 31 | $1.16K | 0.00% | +31 | New |
| RFP Financial Group LLC | 33 | $1.24K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 39 | $2.00K | 0.00% | −34−46.6% | Reduced |
| Quadrant Capital Group LLC | 63 | $2.36K | 0.00% | −34−35.1% | Reduced |
| Carolinas Wealth Consulting LLC | 71 | $2.47K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 100 | $3.75K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 106 | $3.98K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 97 | $4.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 134 | $5.03K | 0.00% | +19+16.5% | Added |
| Northwestern Mutual Wealth Management Co | 200 | $7.50K | 0.00% | −4,061−95.3% | Reduced |
| Public Employees Retirement System of Ohio | 324 | $12.0K | 0.00% | +21+6.9% | Added |
| TD Waterhouse Canada Inc. | 265 | $13.3K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 708 | $26.5K | 0.00% | +708 | New |
| Umb Bank N A | 856 | $32.1K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 900 | $34.0K | 0.00% | −4,100−82.0% | Reduced |
| FMR LLC | 929 | $34.8K | 0.00% | −409−30.6% | Reduced |
| USA Financial Portformulas Corp | 1,066 | $40.0K | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,204 | $45.1K | 0.00% | +576+91.7% | Added |
| Duncker Streett & Co Inc | 1,300 | $48.8K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,469 | $55.1K | 0.00% | +1,065+263.6% | Added |
| Point72 Asset Management, L.P. | 1,500 | $56.3K | 0.00% | +1,500 | New |
| Emerald Advisers, LLC | 1,783 | $66.9K | 0.00% | +1,783 | New |
| Metropolitan Life Insurance Co | 2,093 | $78.5K | 0.00% | +105+5.3% | Added |
| Atwood & Palmer Inc | 2,460 | $92.3K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,606 | $97.7K | 0.00% | −181−6.5% | Reduced |
| Point72 Middle East FZE | 2,911 | $109.2K | 0.01% | +2,911 | New |
| New York State Teachers Retirement System | 3,224 | $121.0K | 0.00% | +102+3.3% | Added |
| Amalgamated Bank | 3,510 | $132.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,608 | $135.3K | 0.01% | +775+27.4% | Added |
| Allspring Global Investments Holdings, LLC | 3,686 | $138.2K | 0.00% | +466+14.5% | Added |
| STRS Ohio | 4,200 | $157.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 5,339 | $200.2K | 0.00% | +16+0.3% | Added |
| Dakota Wealth Management | 5,366 | $201.2K | 0.01% | +5,366 | New |
| Captrust Financial Advisors | 5,403 | $202.6K | 0.00% | +5,403 | New |
| Visionary Wealth Advisors | 5,418 | $203.2K | 0.02% | +20.0% | Added |
| LPL Financial LLC | 5,493 | $206.0K | 0.00% | −20,341−78.7% | Reduced |
| Federated Hermes, Inc. | 5,546 | $208.0K | 0.00% | +1,393+33.5% | Added |
| Claris Advisors, LLC | 5,605 | $210.2K | 0.13% | +302+5.7% | Added |
| Buckingham Strategic Partners | 5,604 | $210.2K | 0.01% | +5,604 | New |
| Weaver Consulting Group | 5,612 | $210.4K | 0.10% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,644 | $211.7K | 0.04% | −2,545−31.1% | Reduced |
| Trilogy Capital Inc. | 5,713 | $214.2K | 0.01% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 5,814 | $218.0K | 0.00% | +5,814 | New |
| Busey Wealth Management | 5,900 | $221.3K | 0.01% | −1,132−16.1% | Reduced |
| Pure Financial Advisors, Inc. | 5,914 | $221.8K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 6,048 | $226.8K | 0.08% | −1,016−14.4% | Reduced |
| Lido Advisors, LLC | 6,370 | $238.9K | 0.00% | 00.0% | Unchanged |
| Courier Capital LLC | 6,416 | $240.6K | 0.02% | +6,416 | New |
| Wealth Enhancement Advisory Services, LLC | 6,421 | $240.8K | 0.00% | +6,421 | New |
| Jane Street Group, LLC | 6,880 | $258.0K | 0.00% | −10,565−60.6% | Reduced |
| Parkside Financial Bank & Trust | 7,073 | $265.2K | 0.06% | +208+3.0% | Added |
| Squarepoint Ops LLC | 7,291 | $273.4K | 0.00% | +7,291 | New |
| Henshaw Capital LLC | 7,329 | $274.8K | 0.02% | +7,329 | New |
| SG Americas Securities, LLC | 7,345 | $275.0K | 0.00% | +7,345 | New |
| Shell Asset Management Co | 7,788 | $292.0K | 0.01% | −123−1.6% | Reduced |
| Handelsbanken Fonder AB | 7,837 | $294.0K | 0.00% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 7,895 | $296.1K | 0.04% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 7,903 | $296.4K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 7,985 | $299.4K | 0.00% | −1,267−13.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,012 | $300.4K | 0.00% | +1,668+26.3% | Added |
| Mercer Global Advisors Inc | 8,528 | $320.0K | 0.00% | +104+1.2% | Added |
| Alps Advisors Inc | 8,757 | $328.4K | 0.00% | +2,422+38.2% | Added |
| First Foundation Advisors | 8,770 | $328.9K | 0.02% | +40+0.5% | Added |
| Integrated Investment Consultants, LLC | 9,415 | $353.1K | 0.13% | +175+1.9% | Added |
| Acropolis Investment Management, LLC | 9,483 | $355.6K | 0.03% | 00.0% | Unchanged |
| LSV Asset Management | 10,087 | $378.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 10,317 | $378.0K | 0.00% | +10,317 | New |
| State Board of Administration of Florida Retirement System | 10,364 | $388.6K | 0.00% | +50+0.5% | Added |
| Arizona State Retirement System | 10,624 | $398.4K | 0.00% | +144+1.4% | Added |
| Great West Life Assurance Co | 10,856 | $407.0K | 0.00% | +3,154+41.0% | Added |
| HGK Asset Management Inc | 11,466 | $430.0K | 0.14% | +1,634+16.6% | Added |
| PMC FIG Opportunities LLC | 12,000 | $450.0K | 1.62% | +12,000 | New |
| Clark Capital Management Group, Inc. | 12,285 | $460.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,324 | $462.0K | 0.00% | +2,575+26.4% | Added |
| Lazard Asset Management LLC | 12,573 | $470.0K | 0.00% | +5,579+79.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 12,800 | $480.0K | 0.00% | −2,600−16.9% | Reduced |
| Principal Financial Group Inc | 13,436 | $503.9K | 0.00% | −274,924−95.3% | Reduced |
| Trexquant Investment LP | 14,018 | $525.7K | 0.01% | +890+6.8% | Added |
| Mariner, LLC | 14,730 | $552.4K | 0.00% | +14,730 | New |
| Victory Capital Management Inc | 15,070 | $565.1K | 0.00% | +3,967+35.7% | Added |
| Bailard, Inc. | 15,473 | $580.2K | 0.02% | −756−4.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 15,485 | $580.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 15,768 | $591.3K | 0.06% | +10+0.1% | Added |
| Price T Rowe Associates Inc | 17,733 | $665.0K | 0.00% | +886+5.3% | Added |
| American International Group, Inc. | 18,124 | $679.6K | 0.00% | +645+3.7% | Added |
| Deutsche Bank AG | 18,395 | $689.8K | 0.00% | +1,776+10.7% | Added |
| HSBC Holdings PLC | 18,452 | $691.6K | 0.00% | −1,051−5.4% | Reduced |
| Manufacturers Life Insurance Company, The | 18,610 | $697.9K | 0.00% | +4,239+29.5% | Added |
| BNP Paribas Arbitrage, SA | 18,703 | $701.4K | 0.00% | +8,266+79.2% | Added |
| Citigroup Inc | 18,912 | $709.2K | 0.00% | −18,585−49.6% | Reduced |
| Citadel Advisors LLC | 19,066 | $715.0K | 0.00% | −737−3.7% | Reduced |
| MetLife Investment Management | 19,079 | $715.5K | 0.01% | 00.0% | Unchanged |