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 2024
Institutional positions in Enterprise Financial Services Corp as of Mar 31, 2024. 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
- 214
- +10 vs. Q4 2023
- Shares held
- 27.6M
- +533.7K (+2.0%) vs. Q4 2023
- Total value
- $1.12B
- −$88.8M (−7.4%) vs. Q4 2023
- New holders
- 29
- 70 more added
- Sold out
- 19
- 76 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Enterprise Financial Services Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Orion Capital Management LLC | 1 | $41 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $122 | 0.00% | −1−25.0% | Reduced |
| Allworth Financial LP | 3 | $122 | 0.00% | +3 | New |
| Rothschild Investment LLC | 5 | $203 | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $243 | 0.00% | +6 | New |
| Massmutual Trust Co FSB | 7 | $284 | 0.00% | +7 | New |
| JFS Wealth Advisors, LLC | 8 | $325 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 22 | $892 | 0.00% | +22 | New |
| CWM, LLC | 24 | $1.00K | 0.00% | −2−7.7% | Reduced |
| Covestor Ltd | 26 | $1.00K | 0.00% | +23+766.7% | Added |
| Nisa Investment Advisors, LLC | 25 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 38 | $1.54K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 57 | $2.00K | 0.00% | +57 | New |
| ClariVest Asset Management LLC | 51 | $2.07K | 0.00% | +12+30.8% | Added |
| Carolinas Wealth Consulting LLC | 66 | $2.69K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 70 | $2.84K | 0.00% | +40+133.3% | Added |
| Hantz Financial Services, Inc. | 76 | $3.00K | 0.00% | −21−21.6% | Reduced |
| Proequities, Inc. | 80 | $3.26K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 100 | $4.06K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 155 | $6.29K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 224 | $9.09K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 265 | $13.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 402 | $16.3K | 0.00% | +47+13.2% | Added |
| Rise Advisors, LLC | 470 | $19.1K | 0.01% | +470 | New |
| The PNC Financial Services Group, Inc. | 643 | $26.1K | 0.00% | −53−7.6% | Reduced |
| Tower Research Capital LLC (TRC) | 828 | $33.6K | 0.00% | −9,272−91.8% | Reduced |
| Umb Bank N A | 856 | $34.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,208 | $49.0K | 0.00% | −1,943−61.7% | Reduced |
| Duncker Streett & Co Inc | 1,300 | $52.7K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,329 | $53.9K | 0.00% | −35−2.6% | Reduced |
| Emerald Advisers, LLC | 1,783 | $72.3K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,800 | $73.0K | 0.00% | −2,100−53.8% | Reduced |
| Federated Hermes, Inc. | 1,868 | $75.8K | 0.00% | −2,903−60.8% | Reduced |
| Metropolitan Life Insurance Co | 1,922 | $78.0K | 0.00% | −171−8.2% | Reduced |
| Comerica Bank | 1,971 | $80.0K | 0.00% | −7−0.4% | Reduced |
| Atwood & Palmer Inc | 2,460 | $99.8K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 2,492 | $101.1K | 0.03% | +2,492 | New |
| US Bancorp | 2,546 | $103.3K | 0.00% | −108−4.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,608 | $146.3K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 3,927 | $159.3K | 0.14% | +1,831+87.4% | Added |
| Northwestern Mutual Wealth Management Co | 4,000 | $162.2K | 0.00% | +4,000 | New |
| Hamilton Capital Partners Inc. | 4,211 | $170.8K | 0.02% | −2,875−40.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,380 | $177.7K | 0.00% | +370+9.2% | Added |
| SG Americas Securities, LLC | 4,389 | $178.0K | 0.00% | +4,389 | New |
| Entropy Technologies, LP | 4,969 | $201.5K | 0.02% | +4,969 | New |
| Buckingham Strategic Wealth, LLC | 4,993 | $202.5K | 0.00% | −2,410−32.6% | Reduced |
| Visionary Wealth Advisors | 5,319 | $215.7K | 0.01% | +20.0% | Added |
| LPL Financial LLC | 5,468 | $221.8K | 0.00% | −58−1.0% | Reduced |
| Shell Asset Management Co | 5,428 | $222.0K | 0.01% | −559−9.3% | Reduced |
| Weaver Consulting Group | 5,612 | $227.6K | 0.08% | 00.0% | Unchanged |
| Claris Advisors, LLC | 5,612 | $227.6K | 0.11% | +3+0.1% | Added |
| Buckingham Strategic Partners | 5,678 | $230.3K | 0.01% | +5,678 | New |
| Trilogy Capital Inc. | 5,713 | $231.7K | 0.01% | 00.0% | Unchanged |
| Semanteon Capital Management, LP | 5,749 | $233.2K | 0.15% | +5,749 | New |
| Prelude Capital Management, LLC | 5,764 | $233.8K | 0.02% | +5,764 | New |
| Keybank National Association | 5,769 | $234.0K | 0.00% | +714+14.1% | Added |
| Point72 Asset Management, L.P. | 5,800 | $235.2K | 0.00% | +2,300+65.7% | Added |
| Busey Wealth Management | 5,900 | $239.3K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 5,904 | $239.5K | 0.14% | +5,904 | New |
| Pure Financial Advisors, Inc. | 5,955 | $241.5K | 0.01% | +19+0.3% | Added |
| Clark Capital Management Group, Inc. | 5,997 | $243.2K | 0.00% | −5,483−47.8% | Reduced |
| Keebeck Alpha, LP | 6,005 | $243.6K | 0.16% | +6,005 | New |
| Quantbot Technologies LP | 6,113 | $247.9K | 0.01% | +6,015+6,137.8% | Added |
| STRS Ohio | 6,300 | $255.0K | 0.00% | +1,700+37.0% | Added |
| Lido Advisors, LLC | 6,370 | $258.4K | 0.00% | 00.0% | Unchanged |
| Courier Capital LLC | 6,416 | $260.2K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 6,484 | $263.0K | 0.00% | +35+0.5% | Added |
| ProShare Advisors LLC | 6,525 | $264.7K | 0.00% | +515+8.6% | Added |
| Foundry Partners, LLC | 6,759 | $274.1K | 0.01% | +6,759 | New |
| Kestra Advisory Services, LLC | 7,024 | $284.9K | 0.00% | +7,024 | New |
| Royal Bank of Canada | 7,059 | $285.0K | 0.00% | −8,930−55.9% | Reduced |
| Dakota Wealth Management | 7,231 | $293.3K | 0.01% | +1,865+34.8% | Added |
| Henshaw Capital LLC | 7,329 | $297.3K | 0.01% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 7,508 | $304.5K | 0.02% | −10.0% | Reduced |
| Handelsbanken Fonder AB | 7,837 | $318.0K | 0.00% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 7,895 | $320.2K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7,909 | $320.8K | 0.05% | +1,014+14.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,012 | $325.0K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 8,144 | $330.3K | 0.00% | +8,144 | New |
| Citadel Advisors LLC | 8,209 | $333.0K | 0.00% | −4,978−37.7% | Reduced |
| Occudo Quantitative Strategies LP | 8,421 | $341.6K | 0.06% | +208+2.5% | Added |
| Mercer Global Advisors Inc | 8,533 | $346.0K | 0.00% | +10.0% | Added |
| Jane Street Group, LLC | 8,678 | $352.0K | 0.00% | −17,821−67.3% | Reduced |
| Alps Advisors Inc | 8,754 | $355.1K | 0.00% | +468+5.6% | Added |
| First Foundation Advisors | 8,770 | $355.7K | 0.01% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 8,876 | $360.0K | 0.00% | +383+4.5% | Added |
| Integrated Investment Consultants, LLC | 8,943 | $362.7K | 0.10% | −502−5.3% | Reduced |
| Jump Financial, LLC | 8,961 | $363.5K | 0.01% | +8,961 | New |
| Y-Intercept (Hong Kong) Ltd | 9,073 | $368.0K | 0.03% | +9,073 | New |
| Connable Office Inc | 9,525 | $386.3K | 0.04% | +306+3.3% | Added |
| Tudor Investment Corp Et Al | 9,792 | $397.2K | 0.00% | +9,792 | New |
| DekaBank Deutsche Girozentrale | 10,317 | $408.0K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 10,087 | $409.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,274 | $416.7K | 0.00% | −177−1.7% | Reduced |
| Quest Partners LLC | 10,351 | $419.8K | 0.07% | −8,475−45.0% | Reduced |
| Harbor Capital Advisors, Inc. | 10,496 | $426.0K | 0.06% | +10,496 | New |
| LM Advisors LLC | 10,832 | $439.0K | 0.07% | 00.0% | Unchanged |
| Great West Life Assurance Co | 10,856 | $440.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,870 | $440.9K | 0.00% | +5,062+87.2% | Added |
| State Board of Administration of Florida Retirement System | 9,894 | $441.2K | 0.00% | −470−4.5% | Reduced |