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 2023
Institutional positions in Enterprise Financial Services Corp as of Dec 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
- 205
- +8 vs. Q3 2023
- Shares held
- 27.0M
- +243.0K (+0.9%) vs. Q3 2023
- Total value
- $1.21B
- +$201.7M (+20.1%) vs. Q3 2023
- New holders
- 27
- 71 more added
- Sold out
- 19
- 72 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Enterprise Financial Services Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| Orion Capital Management LLC | 1 | $45 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $45 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 4 | $179 | 0.00% | +1+33.3% | Added |
| JFS Wealth Advisors, LLC | 8 | $358 | 0.00% | +6+300.0% | Added |
| Parallel Advisors, LLC | 20 | $893 | 0.00% | +20 | New |
| CWM, LLC | 26 | $1.00K | 0.00% | +26 | New |
| Nisa Investment Advisors, LLC | 25 | $1.12K | 0.00% | +15+150.0% | Added |
| Huntington National Bank | 30 | $1.34K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 38 | $1.70K | 0.00% | +13+52.0% | Added |
| ClariVest Asset Management LLC | 39 | $1.74K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 66 | $2.95K | 0.00% | −5−7.0% | Reduced |
| Bruce G. Allen Investments, LLC | 73 | $3.26K | 0.00% | +73 | New |
| Proequities, Inc. | 80 | $3.57K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 97 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 98 | $4.38K | 0.00% | +98 | New |
| Central Trust Co | 100 | $4.46K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 155 | $6.92K | 0.00% | +155 | New |
| Signaturefd, LLC | 224 | $10.0K | 0.00% | +90+67.2% | Added |
| TD Waterhouse Canada Inc. | 265 | $15.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 355 | $15.9K | 0.00% | +31+9.6% | Added |
| The PNC Financial Services Group, Inc. | 696 | $31.1K | 0.00% | −773−52.6% | Reduced |
| Umb Bank N A | 856 | $38.2K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,300 | $58.0K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,364 | $60.9K | 0.00% | +435+46.8% | Added |
| Emerald Advisers, LLC | 1,783 | $79.6K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,978 | $88.3K | 0.00% | +1,270+179.4% | Added |
| Metropolitan Life Insurance Co | 2,093 | $93.5K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,096 | $93.6K | 0.09% | +2,096 | New |
| Elequin Capital LP | 2,438 | $108.9K | 0.03% | +2,438 | New |
| Atwood & Palmer Inc | 2,460 | $109.8K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,654 | $118.5K | 0.00% | +48+1.8% | Added |
| Amalgamated Bank | 3,151 | $141.0K | 0.00% | −359−10.2% | Reduced |
| Point72 Asset Management, L.P. | 3,500 | $156.3K | 0.00% | +2,000+133.3% | Added |
| Ameritas Investment Partners, Inc. | 3,608 | $161.1K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,900 | $174.0K | 0.00% | +3,000+333.3% | Added |
| Allspring Global Investments Holdings, LLC | 4,010 | $179.0K | 0.00% | +324+8.8% | Added |
| Algert Global LLC | 4,571 | $204.1K | 0.01% | +4,571 | New |
| STRS Ohio | 4,600 | $205.0K | 0.00% | +400+9.5% | Added |
| Pictet Asset Management Holding SA | 4,645 | $207.4K | 0.00% | +4,645 | New |
| Captrust Financial Advisors | 4,767 | $212.8K | 0.00% | −636−11.8% | Reduced |
| Federated Hermes, Inc. | 4,771 | $213.0K | 0.00% | −775−14.0% | Reduced |
| Virtu Financial LLC | 4,848 | $216.0K | 0.02% | +4,848 | New |
| CI Private Wealth, LLC | 5,002 | $223.3K | 0.00% | +5,002 | New |
| Keybank National Association | 5,055 | $225.7K | 0.00% | +5,055 | New |
| AE Wealth Management LLC | 5,340 | $226.6K | 0.00% | +10.0% | Added |
| Cetera Advisor Networks LLC | 5,198 | $232.1K | 0.00% | +5,198 | New |
| Visionary Wealth Advisors | 5,317 | $237.4K | 0.02% | −101−1.9% | Reduced |
| Dakota Wealth Management | 5,366 | $239.6K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 5,526 | $246.8K | 0.00% | +33+0.6% | Added |
| Point72 Middle East FZE | 5,531 | $247.0K | 0.02% | +2,620+90.0% | Added |
| Claris Advisors, LLC | 5,609 | $250.4K | 0.14% | +4+0.1% | Added |
| Weaver Consulting Group | 5,612 | $250.6K | 0.10% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 5,713 | $255.1K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 5,808 | $259.3K | 0.00% | +5,808 | New |
| Busey Wealth Management | 5,900 | $263.4K | 0.01% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 5,936 | $265.1K | 0.01% | +22+0.4% | Added |
| Shell Asset Management Co | 5,987 | $267.0K | 0.01% | −1,801−23.1% | Reduced |
| ProShare Advisors LLC | 6,010 | $268.3K | 0.00% | +6,010 | New |
| Lido Advisors, LLC | 6,370 | $284.4K | 0.00% | 00.0% | Unchanged |
| Courier Capital LLC | 6,416 | $286.5K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 6,449 | $287.9K | 0.00% | +28+0.4% | Added |
| Renaissance Technologies LLC | 6,800 | $304.0K | 0.00% | −14,950−68.7% | Reduced |
| Parkside Financial Bank & Trust | 6,895 | $307.9K | 0.06% | −178−2.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 6,900 | $308.1K | 0.00% | −5,900−46.1% | Reduced |
| Hamilton Capital Partners Inc. | 7,086 | $316.4K | 0.06% | +1,038+17.2% | Added |
| Henshaw Capital LLC | 7,329 | $327.2K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 7,403 | $330.5K | 0.00% | −500−6.3% | Reduced |
| Acropolis Investment Management, LLC | 7,509 | $335.3K | 0.02% | −1,974−20.8% | Reduced |
| New York Life Investment Management LLC | 7,806 | $348.5K | 0.00% | −179−2.2% | Reduced |
| Handelsbanken Fonder AB | 7,837 | $350.0K | 0.00% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 7,895 | $352.5K | 0.05% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,012 | $357.7K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 8,213 | $366.7K | 0.05% | +8,213 | New |
| Alps Advisors Inc | 8,286 | $370.0K | 0.00% | −471−5.4% | Reduced |
| Cullen Capital Management LLC | 8,493 | $379.2K | 0.01% | +8,493 | New |
| Mercer Global Advisors Inc | 8,532 | $381.0K | 0.00% | +40.0% | Added |
| First Foundation Advisors | 8,770 | $391.6K | 0.02% | 00.0% | Unchanged |
| Connable Office Inc | 9,219 | $411.6K | 0.05% | +9,219 | New |
| Integrated Investment Consultants, LLC | 9,445 | $421.7K | 0.13% | +30+0.3% | Added |
| LSV Asset Management | 10,087 | $450.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 10,084 | $450.3K | 0.07% | +10,084 | New |
| Tower Research Capital LLC (TRC) | 10,100 | $451.0K | 0.01% | +8,896+738.9% | Added |
| Lazard Asset Management LLC | 10,317 | $460.0K | 0.00% | −2,256−17.9% | Reduced |
| State Board of Administration of Florida Retirement System | 10,364 | $462.8K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 10,317 | $463.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,451 | $466.6K | 0.00% | −173−1.6% | Reduced |
| HSBC Holdings PLC | 10,496 | $471.3K | 0.00% | −7,956−43.1% | Reduced |
| Great West Life Assurance Co | 10,856 | $481.0K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 10,832 | $483.6K | 0.10% | +10,832 | New |
| HGK Asset Management Inc | 11,094 | $495.3K | 0.12% | −372−3.2% | Reduced |
| Clark Capital Management Group, Inc. | 11,480 | $512.6K | 0.00% | −805−6.6% | Reduced |
| HRT Financial LP | 12,083 | $539.0K | 0.00% | +12,083 | New |
| State of Wisconsin Investment Board | 12,846 | $573.6K | 0.00% | +12,846 | New |
| Victory Capital Management Inc | 12,939 | $577.7K | 0.00% | −2,131−14.1% | Reduced |
| Citadel Advisors LLC | 13,187 | $588.8K | 0.00% | −5,879−30.8% | Reduced |
| Cornerstone Wealth Management, LLC | 13,526 | $604.0K | 0.05% | −2,242−14.2% | Reduced |
| Trexquant Investment LP | 14,039 | $626.8K | 0.01% | +21+0.1% | Added |
| Mariner, LLC | 14,755 | $658.8K | 0.00% | +25+0.2% | Added |
| Voya Investment Management LLC | 15,039 | $671.5K | 0.00% | −7,382−32.9% | Reduced |