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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 16,338 | $729.5K | 0.00% | +853+5.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 16,228 | $724.6K | 0.01% | +16,228 | New |
| Royal Bank of Canada | 15,989 | $714.0K | 0.00% | +3,665+29.7% | Added |
| Principal Financial Group Inc | 15,628 | $697.8K | 0.00% | +2,192+16.3% | Added |
| BHZ Capital Management, LP | 15,503 | $692.2K | 0.65% | +15,503 | New |
| Voya Investment Management LLC | 15,039 | $671.5K | 0.00% | −7,382−32.9% | Reduced |
| Mariner, LLC | 14,755 | $658.8K | 0.00% | +25+0.2% | Added |
| Trexquant Investment LP | 14,039 | $626.8K | 0.01% | +21+0.1% | Added |
| Cornerstone Wealth Management, LLC | 13,526 | $604.0K | 0.05% | −2,242−14.2% | Reduced |
| Citadel Advisors LLC | 13,187 | $588.8K | 0.00% | −5,879−30.8% | Reduced |
| Victory Capital Management Inc | 12,939 | $577.7K | 0.00% | −2,131−14.1% | Reduced |
| State of Wisconsin Investment Board | 12,846 | $573.6K | 0.00% | +12,846 | New |
| HRT Financial LP | 12,083 | $539.0K | 0.00% | +12,083 | New |
| Clark Capital Management Group, Inc. | 11,480 | $512.6K | 0.00% | −805−6.6% | Reduced |
| HGK Asset Management Inc | 11,094 | $495.3K | 0.12% | −372−3.2% | Reduced |
| LM Advisors LLC | 10,832 | $483.6K | 0.10% | +10,832 | New |
| Great West Life Assurance Co | 10,856 | $481.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 10,496 | $471.3K | 0.00% | −7,956−43.1% | Reduced |
| Arizona State Retirement System | 10,451 | $466.6K | 0.00% | −173−1.6% | Reduced |
| DekaBank Deutsche Girozentrale | 10,317 | $463.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 10,364 | $462.8K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10,317 | $460.0K | 0.00% | −2,256−17.9% | Reduced |
| Tower Research Capital LLC (TRC) | 10,100 | $451.0K | 0.01% | +8,896+738.9% | Added |
| Dark Forest Capital Management LP | 10,084 | $450.3K | 0.07% | +10,084 | New |
| LSV Asset Management | 10,087 | $450.0K | 0.00% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 9,445 | $421.7K | 0.13% | +30+0.3% | Added |
| Connable Office Inc | 9,219 | $411.6K | 0.05% | +9,219 | New |
| First Foundation Advisors | 8,770 | $391.6K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 8,532 | $381.0K | 0.00% | +40.0% | Added |
| Cullen Capital Management LLC | 8,493 | $379.2K | 0.01% | +8,493 | New |
| Alps Advisors Inc | 8,286 | $370.0K | 0.00% | −471−5.4% | Reduced |
| Occudo Quantitative Strategies LP | 8,213 | $366.7K | 0.05% | +8,213 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,012 | $357.7K | 0.00% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 7,895 | $352.5K | 0.05% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 7,837 | $350.0K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 7,806 | $348.5K | 0.00% | −179−2.2% | Reduced |
| Acropolis Investment Management, LLC | 7,509 | $335.3K | 0.02% | −1,974−20.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 7,403 | $330.5K | 0.00% | −500−6.3% | Reduced |
| Henshaw Capital LLC | 7,329 | $327.2K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 7,086 | $316.4K | 0.06% | +1,038+17.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 6,900 | $308.1K | 0.00% | −5,900−46.1% | Reduced |
| Parkside Financial Bank & Trust | 6,895 | $307.9K | 0.06% | −178−2.5% | Reduced |
| Renaissance Technologies LLC | 6,800 | $304.0K | 0.00% | −14,950−68.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,449 | $287.9K | 0.00% | +28+0.4% | Added |
| Courier Capital LLC | 6,416 | $286.5K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 6,370 | $284.4K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 6,010 | $268.3K | 0.00% | +6,010 | New |
| Shell Asset Management Co | 5,987 | $267.0K | 0.01% | −1,801−23.1% | Reduced |
| Pure Financial Advisors, Inc. | 5,936 | $265.1K | 0.01% | +22+0.4% | Added |
| Busey Wealth Management | 5,900 | $263.4K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 5,808 | $259.3K | 0.00% | +5,808 | New |
| Trilogy Capital Inc. | 5,713 | $255.1K | 0.02% | 00.0% | Unchanged |
| Weaver Consulting Group | 5,612 | $250.6K | 0.10% | 00.0% | Unchanged |
| Claris Advisors, LLC | 5,609 | $250.4K | 0.14% | +4+0.1% | Added |
| Point72 Middle East FZE | 5,531 | $247.0K | 0.02% | +2,620+90.0% | Added |
| LPL Financial LLC | 5,526 | $246.8K | 0.00% | +33+0.6% | Added |
| Dakota Wealth Management | 5,366 | $239.6K | 0.01% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 5,317 | $237.4K | 0.02% | −101−1.9% | Reduced |
| Cetera Advisor Networks LLC | 5,198 | $232.1K | 0.00% | +5,198 | New |
| AE Wealth Management LLC | 5,340 | $226.6K | 0.00% | +10.0% | Added |
| Keybank National Association | 5,055 | $225.7K | 0.00% | +5,055 | New |
| CI Private Wealth, LLC | 5,002 | $223.3K | 0.00% | +5,002 | New |
| Virtu Financial LLC | 4,848 | $216.0K | 0.02% | +4,848 | New |
| Federated Hermes, Inc. | 4,771 | $213.0K | 0.00% | −775−14.0% | Reduced |
| Captrust Financial Advisors | 4,767 | $212.8K | 0.00% | −636−11.8% | Reduced |
| Pictet Asset Management Holding SA | 4,645 | $207.4K | 0.00% | +4,645 | New |
| STRS Ohio | 4,600 | $205.0K | 0.00% | +400+9.5% | Added |
| Algert Global LLC | 4,571 | $204.1K | 0.01% | +4,571 | New |
| Allspring Global Investments Holdings, LLC | 4,010 | $179.0K | 0.00% | +324+8.8% | Added |
| Aquatic Capital Management LLC | 3,900 | $174.0K | 0.00% | +3,000+333.3% | Added |
| Ameritas Investment Partners, Inc. | 3,608 | $161.1K | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 3,500 | $156.3K | 0.00% | +2,000+133.3% | Added |
| Amalgamated Bank | 3,151 | $141.0K | 0.00% | −359−10.2% | Reduced |
| US Bancorp | 2,654 | $118.5K | 0.00% | +48+1.8% | Added |
| Atwood & Palmer Inc | 2,460 | $109.8K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 2,438 | $108.9K | 0.03% | +2,438 | New |
| EntryPoint Capital, LLC | 2,096 | $93.6K | 0.09% | +2,096 | New |
| Metropolitan Life Insurance Co | 2,093 | $93.5K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,978 | $88.3K | 0.00% | +1,270+179.4% | Added |
| Emerald Advisers, LLC | 1,783 | $79.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,364 | $60.9K | 0.00% | +435+46.8% | Added |
| Duncker Streett & Co Inc | 1,300 | $58.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 856 | $38.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 696 | $31.1K | 0.00% | −773−52.6% | Reduced |
| Public Employees Retirement System of Ohio | 355 | $15.9K | 0.00% | +31+9.6% | Added |
| TD Waterhouse Canada Inc. | 265 | $15.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 224 | $10.0K | 0.00% | +90+67.2% | Added |
| Oakworth Capital, Inc. | 155 | $6.92K | 0.00% | +155 | New |
| Central Trust Co | 100 | $4.46K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 98 | $4.38K | 0.00% | +98 | New |
| Hantz Financial Services, Inc. | 97 | $4.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 80 | $3.57K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 73 | $3.26K | 0.00% | +73 | New |
| Carolinas Wealth Consulting LLC | 66 | $2.95K | 0.00% | −5−7.0% | Reduced |
| ClariVest Asset Management LLC | 39 | $1.74K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 38 | $1.70K | 0.00% | +13+52.0% | Added |
| Huntington National Bank | 30 | $1.34K | 0.00% | +30 | New |
| Nisa Investment Advisors, LLC | 25 | $1.12K | 0.00% | +15+150.0% | Added |
| CWM, LLC | 26 | $1.00K | 0.00% | +26 | New |
| Parallel Advisors, LLC | 20 | $893 | 0.00% | +20 | New |