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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.

Institutional holdersQ1 2024: 214 institutions
Q1 2021: 170 institutionsQ2 2021: 162 institutionsQ3 2021: 183 institutionsQ4 2021: 189 institutionsQ1 2022: 195 institutionsQ2 2022: 184 institutionsQ3 2022: 188 institutionsQ4 2022: 220 institutionsQ1 2023: 224 institutionsQ2 2023: 198 institutionsQ3 2023: 199 institutionsQ4 2023: 205 institutionsQ1 2024: 214 institutionsQ2 2024: 206 institutionsQ3 2024: 228 institutionsQ4 2024: 225 institutionsQ1 2025: 243 institutionsQ2 2025: 241 institutionsQ3 2025: 245 institutionsQ4 2025: 244 institutionsQ1 2026: 262 institutionsQ2 2026: 266 institutions
Value heldQ1 2024: $1.12B
Q1 2021: $1.09BQ2 2021: $1.08BQ3 2021: $1.16BQ4 2021: $1.19BQ1 2022: $1.20BQ2 2022: $1.06BQ3 2022: $1.13BQ4 2022: $1.31BQ1 2023: $1.22BQ2 2023: $1.04BQ3 2023: $1.01BQ4 2023: $1.21BQ1 2024: $1.12BQ2 2024: $1.14BQ3 2024: $1.46BQ4 2024: $1.63BQ1 2025: $1.61BQ2 2025: $1.65BQ3 2025: $1.77BQ4 2025: $1.62BQ1 2026: $1.65BQ2 2026: $2.01B
Institutions holding EFSC and their total value by quarter
QuarterHoldersValue
Q2 2026266$2.01B
Q1 2026262$1.65B
Q4 2025244$1.62B
Q3 2025245$1.77B
Q2 2025241$1.65B
Q1 2025243$1.61B
Q4 2024225$1.63B
Q3 2024228$1.46B
Q2 2024206$1.14B
Q1 2024214$1.12B
Q4 2023205$1.21B
Q3 2023199$1.01B
Q2 2023198$1.04B
Q1 2023224$1.22B
Q4 2022220$1.31B
Q3 2022188$1.13B
Q2 2022184$1.06B
Q1 2022195$1.20B
Q4 2021189$1.19B
Q3 2021183$1.16B
Q2 2021162$1.08B
Q1 2021170$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.

Institutions holding EFSC in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
ClariVest Asset Management LLC51$2.07K0.00%+12+30.8%Added
Benjamin F. Edwards & Company, Inc.57$2.00K0.00%+57New
Bell Investment Advisors, Inc38$1.54K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC25$1.01K0.00%00.0%Unchanged
CWM, LLC24$1.00K0.00%−2−7.7%Reduced
Covestor Ltd26$1.00K0.00%+23+766.7%Added
Geneos Wealth Management Inc.22$8920.00%+22New
JFS Wealth Advisors, LLC8$3250.00%00.0%Unchanged
Massmutual Trust Co FSB7$2840.00%+7New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6$2430.00%+6New
Rothschild Investment LLC5$2030.00%+5New
SJS Investment Consulting Inc.3$1220.00%−1−25.0%Reduced
Allworth Financial LP3$1220.00%+3New
Orion Capital Management LLC1$410.00%00.0%Unchanged
Susquehanna Portfolio Strategies, LLC0$00.00%−16,228−100.0%Sold out
BHZ Capital Management, LP0$00.00%−15,503−100.0%Sold out
Trexquant Investment LP0$00.00%−14,039−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−12,846−100.0%Sold out
Lazard Asset Management LLC0$00.00%−10,317−100.0%Sold out
New York Life Investment Management LLC0$00.00%−7,806−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−6,900−100.0%Sold out
Point72 Middle East FZE0$00.00%−5,531−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−5,198−100.0%Sold out
AE Wealth Management LLC0$00.00%−5,340−100.0%Sold out
CI Private Wealth, LLC0$00.00%−5,002−100.0%Sold out
Virtu Financial LLC0$00.00%−4,848−100.0%Sold out
Captrust Financial Advisors0$00.00%−4,767−100.0%Sold out
Pictet Asset Management Holding SA0$00.00%−4,645−100.0%Sold out
Algert Global LLC0$00.00%−4,571−100.0%Sold out
Elequin Capital LP0$00.00%−2,438−100.0%Sold out
Bruce G. Allen Investments, LLC0$00.00%−73−100.0%Sold out
Parallel Advisors, LLC0$00.00%−20−100.0%Sold out
DiNuzzo Private Wealth, Inc.0$00.00%−1−100.0%Sold out
Putnam Investments LLC––––Not filed