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 |
|---|---|---|---|---|---|
| BHZ Capital Management, LP | 15,503 | $692.2K | 0.65% | +15,503 | New |
| Principal Financial Group Inc | 15,628 | $697.8K | 0.00% | +2,192+16.3% | Added |
| Royal Bank of Canada | 15,989 | $714.0K | 0.00% | +3,665+29.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 16,228 | $724.6K | 0.01% | +16,228 | New |
| Mirae Asset Global Investments Co., Ltd. | 16,338 | $729.5K | 0.00% | +853+5.5% | Added |
| BNP Paribas Arbitrage, SA | 17,359 | $775.1K | 0.00% | −1,344−7.2% | Reduced |
| Voloridge Investment Management, LLC | 17,711 | $790.8K | 0.00% | −27,451−60.8% | Reduced |
| Deutsche Bank AG | 17,989 | $803.2K | 0.00% | −406−2.2% | Reduced |
| American International Group, Inc. | 18,050 | $805.9K | 0.00% | −74−0.4% | Reduced |
| Manufacturers Life Insurance Company, The | 18,811 | $839.9K | 0.00% | +201+1.1% | Added |
| Quest Partners LLC | 18,826 | $840.6K | 0.18% | +18,826 | New |
| Teacher Retirement System of Texas | 18,832 | $841.0K | 0.01% | −11,745−38.4% | Reduced |
| MetLife Investment Management | 19,079 | $851.9K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 19,535 | $872.2K | 0.09% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 19,732 | $881.0K | 0.00% | −1,418−6.7% | Reduced |
| Commerce Bank | 21,885 | $977.2K | 0.01% | −58,988−72.9% | Reduced |
| Price T Rowe Associates Inc | 23,555 | $1.05M | 0.00% | +5,822+32.8% | Added |
| Mosaic Family Wealth Partners, LLC | 23,696 | $1.06M | 0.18% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 23,807 | $1.06M | 0.00% | −32,072−57.4% | Reduced |
| Stifel Financial Corp | 23,832 | $1.06M | 0.00% | +1,493+6.7% | Added |
| Cornercap Investment Counsel Inc | 24,071 | $1.07M | 0.18% | −530−2.2% | Reduced |
| Mutual Advisors, LLC | 25,068 | $1.12M | 0.04% | 00.0% | Unchanged |
| Putnam Investments LLC | 25,504 | $1.14M | 0.00% | −801−3.0% | Reduced |
| Jane Street Group, LLC | 26,499 | $1.18M | 0.00% | +19,619+285.2% | Added |
| Prudential Financial Inc | 26,694 | $1.19M | 0.00% | +2,754+11.5% | Added |
| Oppenheimer Asset Management Inc. | 30,963 | $1.38M | 0.02% | −2,447−7.3% | Reduced |
| Creative Planning | 31,013 | $1.38M | 0.00% | −899−2.8% | Reduced |
| Advisor Group Holdings, Inc. | 32,615 | $1.45M | 0.00% | −23,130−41.5% | Reduced |
| Susquehanna International Group, LLP | 32,592 | $1.46M | 0.00% | −14,939−31.4% | Reduced |
| Rafferty Asset Management, LLC | 33,070 | $1.48M | 0.01% | +6,779+25.8% | Added |
| Legal & General Group Plc | 33,647 | $1.50M | 0.00% | +198+0.6% | Added |
| MAI Capital Management | 37,271 | $1.66M | 0.02% | +251+0.7% | Added |
| California State Teachers Retirement System | 39,301 | $1.75M | 0.00% | −1,693−4.1% | Reduced |
| Alliancebernstein L.P. | 39,973 | $1.78M | 0.00% | +1,500+3.9% | Added |
| Citigroup Inc | 40,567 | $1.81M | 0.00% | +21,655+114.5% | Added |
| Cubist Systematic Strategies, LLC | 41,938 | $1.87M | 0.02% | −40,194−48.9% | Reduced |
| New York State Common Retirement Fund | 42,299 | $1.89M | 0.00% | +180.0% | Added |
| Financial Counselors Inc | 43,099 | $1.92M | 0.03% | 00.0% | Unchanged |
| Credit Suisse AG | 43,802 | $1.96M | 0.00% | −815−1.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 44,155 | $1.97M | 0.02% | +10,545+31.4% | Added |
| RBF Capital, LLC | 45,221 | $2.02M | 0.13% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 46,824 | $2.09M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 52,740 | $2.35M | 0.00% | +25,942+96.8% | Added |
| Two Sigma Advisers, LP | 53,990 | $2.41M | 0.01% | −500−0.9% | Reduced |
| Fisher Asset Management, LLC | 54,162 | $2.42M | 0.00% | −2,719−4.8% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 54,826 | $2.45M | 1.70% | −26,360−32.5% | Reduced |
| Invesco Ltd. | 57,161 | $2.55M | 0.00% | −5,427−8.7% | Reduced |
| GW&K Investment Management, LLC | 57,805 | $2.58M | 0.02% | −1,012−1.7% | Reduced |
| Plancorp, LLC | 58,629 | $2.62M | 0.13% | −981−1.6% | Reduced |
| AQR Capital Management LLC | 60,048 | $2.68M | 0.01% | −7,176−10.7% | Reduced |
| Martingale Asset Management L P | 63,569 | $2.84M | 0.06% | −2,113−3.2% | Reduced |
| Rhumbline Advisers | 70,363 | $3.14M | 0.00% | −180−0.3% | Reduced |
| EJF Capital LLC | 71,106 | $3.17M | 1.66% | −8,822−11.0% | Reduced |
| Ameriprise Financial Inc | 71,496 | $3.19M | 0.00% | +148+0.2% | Added |
| Aptus Capital Advisors, LLC | 72,909 | $3.26M | 0.10% | −810−1.1% | Reduced |
| Guggenheim Capital LLC | 73,270 | $3.27M | 0.02% | +4,381+6.4% | Added |
| Swiss National Bank | 73,764 | $3.29M | 0.00% | −8,300−10.1% | Reduced |
| Russell Investments Group, Ltd. | 81,964 | $3.66M | 0.01% | −2,747−3.2% | Reduced |
| Moneta Group Investment Advisors LLC | 85,957 | $3.84M | 0.08% | +173+0.2% | Added |
| Brandywine Global Investment Management, LLC | 87,163 | $3.89M | 0.03% | −9,197−9.5% | Reduced |
| Thrivent Financial for Lutherans | 87,987 | $3.93M | 0.01% | +1,484+1.7% | Added |
| SEI Investments Co | 88,808 | $3.97M | 0.01% | +355+0.4% | Added |
| Wells Fargo & Company | 92,117 | $4.11M | 0.00% | +3,197+3.6% | Added |
| NFJ Investment Group, LLC | 94,665 | $4.23M | 0.12% | −17,913−15.9% | Reduced |
| Qube Research & Technologies Ltd | 94,752 | $4.23M | 0.01% | +2,578+2.8% | Added |
| Barclays PLC | 96,032 | $4.29M | 0.00% | +26,083+37.3% | Added |
| Knights of Columbus Asset Advisors LLC | 96,170 | $4.29M | 0.28% | +46,739+94.6% | Added |
| Empowered Funds, LLC | 96,578 | $4.31M | 0.11% | +8,640+9.8% | Added |
| Endeavour Capital Advisors Inc | 96,657 | $4.32M | 1.45% | +46,930+94.4% | Added |
| Great Lakes Advisors, LLC | 99,057 | $4.42M | 0.04% | −26,731−21.3% | Reduced |
| Maltese Capital Management LLC | 100,000 | $4.46M | 1.26% | +20,000+25.0% | Added |
| Ziegler Capital Management, LLC | 100,273 | $4.48M | 0.20% | −57,260−36.3% | Reduced |
| Envestnet Asset Management Inc | 113,055 | $5.05M | 0.00% | −1,727−1.5% | Reduced |
| First Trust Advisors LP | 119,375 | $5.33M | 0.01% | +7,577+6.8% | Added |
| Peregrine Capital Management LLC | 136,106 | $6.08M | 0.18% | −45,297−25.0% | Reduced |
| Deprince Race & Zollo Inc | 140,124 | $6.26M | 0.14% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 151,508 | $6.76M | 0.08% | −2,578−1.7% | Reduced |
| Goldman Sachs Group Inc | 196,679 | $8.78M | 0.00% | −53,553−21.4% | Reduced |
| Bridgeway Capital Management, LLC | 206,978 | $9.24M | 0.20% | +8,640+4.4% | Added |
| Morgan Stanley | 209,621 | $9.36M | 0.00% | −15,976−7.1% | Reduced |
| Bank of New York Mellon Corp | 212,351 | $9.48M | 0.00% | +433+0.2% | Added |
| Phocas Financial Corp. | 228,840 | $10.2M | 1.35% | +4,060+1.8% | Added |
| Millennium Management LLC | 250,833 | $11.2M | 0.01% | −27,407−9.9% | Reduced |
| Kennedy Capital Management, Inc. | 251,327 | $11.2M | 0.25% | −35,920−12.5% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 303,706 | $13.6M | 1.27% | +20,050+7.1% | Added |
| Janus Henderson Group PLC | 350,921 | $15.7M | 0.01% | +2,586+0.7% | Added |
| Bank of America Corp | 374,883 | $16.7M | 0.00% | +13,331+3.7% | Added |
| Nuveen Asset Management, LLC | 385,499 | $17.2M | 0.01% | +17,682+4.8% | Added |
| Enterprise Financial Services Corp | 404,058 | $18.0M | 10.99% | +58,027+16.8% | Added |
| Charles Schwab Investment Management Inc | 410,498 | $18.3M | 0.00% | −915−0.2% | Reduced |
| Jennison Associates LLC | 411,256 | $18.4M | 0.01% | +105,004+34.3% | Added |
| American Century Companies Inc | 427,288 | $19.1M | 0.01% | +78,022+22.3% | Added |
| Northern Trust Corp | 473,121 | $21.1M | 0.00% | +12,652+2.7% | Added |
| JPMorgan Chase & Co | 477,286 | $21.3M | 0.00% | −9,387−1.9% | Reduced |
| Western Financial Corp | 656,911 | $29.3M | 19.62% | −6,925−1.0% | Reduced |
| William Blair Investment Management, LLC | 699,442 | $31.2M | 0.09% | −14,036−2.0% | Reduced |
| PL Capital Advisors, LLC | 723,829 | $32.3M | 11.17% | −47,000−6.1% | Reduced |
| Geode Capital Management, LLC | 826,094 | $36.9M | 0.00% | +38,704+4.9% | Added |
| Macquarie Group Ltd | 841,760 | $37.6M | 0.04% | −4,482−0.5% | Reduced |
| State Street Corp | 1,048,234 | $46.8M | 0.00% | +27,294+2.7% | Added |