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, Q2 2024
Institutional positions in Enterprise Financial Services Corp as of Jun 30, 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
- 206
- −5 vs. Q1 2024
- Shares held
- 27.8M
- +551.4K (+2.0%) vs. Q1 2024
- Total value
- $1.14B
- +$32.3M (+2.9%) vs. Q1 2024
- New holders
- 26
- 77 more added
- Sold out
- 31
- 68 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Enterprise Financial Services Corp; share changes are against Q1 2024.
| 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 | $123 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 7 | $286 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $328 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $409 | 0.00% | +5+100.0% | Added |
| EverSource Wealth Advisors, LLC | 13 | $687 | 0.00% | +13 | New |
| Covestor Ltd | 32 | $1.00K | 0.00% | +6+23.1% | Added |
| Stephens Consulting, LLC | 28 | $1.15K | 0.00% | +28 | New |
| ClariVest Asset Management LLC | 31 | $1.27K | 0.00% | −20−39.2% | Reduced |
| Nisa Investment Advisors, LLC | 31 | $1.27K | 0.00% | +6+24.0% | Added |
| Quarry LP | 31 | $1.27K | 0.00% | +31 | New |
| GAMMA Investing LLC | 34 | $1.39K | 0.00% | +34 | New |
| Bell Investment Advisors, Inc | 38 | $1.55K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 57 | $2.33K | 0.00% | −9−13.6% | Reduced |
| Proequities, Inc. | 61 | $2.50K | 0.00% | −19−23.8% | Reduced |
| Hantz Financial Services, Inc. | 76 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 83 | $3.40K | 0.00% | +83 | New |
| Smartleaf Asset Management LLC | 91 | $3.55K | 0.00% | +91 | New |
| LRI Investments, LLC | 94 | $3.86K | 0.00% | +94 | New |
| Lindbrook Capital, LLC | 101 | $4.13K | 0.00% | +101 | New |
| Oakworth Capital, Inc. | 155 | $6.34K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 173 | $7.08K | 0.00% | +173 | New |
| Picton Mahoney Asset Management | 236 | $10.0K | 0.00% | +236 | New |
| TD Waterhouse Canada Inc. | 265 | $10.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 283 | $11.6K | 0.00% | −360−56.0% | Reduced |
| CWM, LLC | 385 | $16.0K | 0.00% | +361+1,504.2% | Added |
| Public Employees Retirement System of Ohio | 445 | $18.2K | 0.00% | +43+10.7% | Added |
| Opal Wealth Advisors, LLC | 462 | $18.9K | 0.01% | +462 | New |
| Signaturefd, LLC | 470 | $19.2K | 0.00% | +246+109.8% | Added |
| Rise Advisors, LLC | 476 | $19.5K | 0.01% | +6+1.3% | Added |
| Emerald Advisers, LLC | 530 | $21.7K | 0.00% | −1,253−70.3% | Reduced |
| nVerses Capital, LLC | 700 | $28.6K | 0.02% | +700 | New |
| Innealta Capital, LLC | 769 | $31.5K | 0.01% | +769 | New |
| Umb Bank N A | 856 | $35.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 962 | $39.4K | 0.00% | −906−48.5% | Reduced |
| Amalgamated Bank | 1,275 | $52.0K | 0.00% | +67+5.5% | Added |
| Advisors Asset Management, Inc. | 1,280 | $52.4K | 0.00% | +1,280 | New |
| Duncker Streett & Co Inc | 1,300 | $53.2K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 1,592 | $65.1K | 0.00% | −379−19.2% | Reduced |
| Lazard Asset Management LLC | 1,792 | $72.0K | 0.00% | +1,792 | New |
| FMR LLC | 1,907 | $78.0K | 0.00% | +578+43.5% | Added |
| Hamilton Capital Partners Inc. | 1,961 | $80.2K | 0.01% | −2,250−53.4% | Reduced |
| Atwood & Palmer Inc | 2,460 | $100.6K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,650 | $108.4K | 0.00% | +104+4.1% | Added |
| Ameritas Investment Partners, Inc. | 3,608 | $147.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,840 | $157.1K | 0.00% | −160−4.0% | Reduced |
| Clearstead Advisors, LLC | 4,163 | $170.3K | 0.00% | +4,163 | New |
| Allspring Global Investments Holdings, LLC | 4,335 | $177.3K | 0.00% | −45−1.0% | Reduced |
| Visionary Wealth Advisors | 5,325 | $217.8K | 0.01% | +6+0.1% | Added |
| Entropy Technologies, LP | 5,468 | $223.7K | 0.02% | +499+10.0% | Added |
| Atria Investments LLC | 5,567 | $227.8K | 0.00% | +5,567 | New |
| Chicago Partners Investment Group LLC | 4,284 | $228.1K | 0.01% | +4,284 | New |
| Weaver Consulting Group | 5,612 | $229.6K | 0.08% | 00.0% | Unchanged |
| Claris Advisors, LLC | 5,620 | $229.9K | 0.12% | +8+0.1% | Added |
| Trilogy Capital Inc. | 5,713 | $233.7K | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 5,885 | $240.8K | 0.04% | −2,536−30.1% | Reduced |
| Busey Wealth Management | 5,900 | $241.4K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 5,948 | $243.3K | 0.00% | +480+8.8% | Added |
| Inceptionr LLC | 5,952 | $243.5K | 0.07% | +5,952 | New |
| Keybank National Association | 5,993 | $245.2K | 0.00% | +224+3.9% | Added |
| Clark Capital Management Group, Inc. | 5,997 | $245.3K | 0.00% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 5,999 | $245.4K | 0.01% | +44+0.7% | Added |
| Buckingham Strategic Partners | 6,148 | $251.6K | 0.01% | +470+8.3% | Added |
| DekaBank Deutsche Girozentrale | 6,626 | $256.0K | 0.00% | −3,691−35.8% | Reduced |
| Lido Advisors, LLC | 6,370 | $260.6K | 0.00% | 00.0% | Unchanged |
| Courier Capital LLC | 6,416 | $262.5K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 6,602 | $270.1K | 0.00% | +118+1.8% | Added |
| Foundry Partners, LLC | 6,688 | $273.6K | 0.01% | −71−1.1% | Reduced |
| Dakota Wealth Management | 6,937 | $283.8K | 0.01% | −294−4.1% | Reduced |
| Henshaw Capital LLC | 7,329 | $299.8K | 0.01% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 7,558 | $309.2K | 0.02% | +50+0.7% | Added |
| Handelsbanken Fonder AB | 7,837 | $321.0K | 0.00% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 7,895 | $323.0K | 0.04% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 8,196 | $328.9K | 0.01% | +8,196 | New |
| Parkside Financial Bank & Trust | 8,133 | $332.7K | 0.05% | +224+2.8% | Added |
| Mercer Global Advisors Inc | 8,533 | $349.1K | 0.00% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 8,583 | $351.1K | 0.00% | −293−3.3% | Reduced |
| Alps Advisors Inc | 8,705 | $356.1K | 0.00% | −49−0.6% | Reduced |
| First Foundation Advisors | 8,770 | $358.8K | 0.01% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 8,943 | $362.7K | 0.10% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,914 | $364.7K | 0.00% | +902+11.3% | Added |
| Teacher Retirement System of Texas | 9,043 | $370.0K | 0.00% | −4,896−35.1% | Reduced |
| STRS Ohio | 9,100 | $372.3K | 0.00% | +2,800+44.4% | Added |
| HGK Asset Management Inc | 9,266 | $379.1K | 0.07% | −1,828−16.5% | Reduced |
| Point72 Asset Management, L.P. | 9,391 | $384.2K | 0.00% | +3,591+61.9% | Added |
| Connable Office Inc | 9,525 | $389.7K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,571 | $391.6K | 0.01% | +8,743+1,055.9% | Added |
| Dark Forest Capital Management LP | 9,591 | $392.4K | 0.07% | −5,509−36.5% | Reduced |
| Cetera Investment Advisers | 9,706 | $397.1K | 0.00% | −1,164−10.7% | Reduced |
| Royal Bank of Canada | 9,796 | $400.0K | 0.00% | +2,737+38.8% | Added |
| LSV Asset Management | 10,087 | $413.0K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 10,100 | $413.2K | 0.01% | +10,100 | New |
| State Board of Administration of Florida Retirement System | 10,304 | $421.5K | 0.00% | +410+4.1% | Added |
| Arizona State Retirement System | 10,502 | $429.6K | 0.00% | +228+2.2% | Added |
| Harbor Capital Advisors, Inc. | 10,694 | $437.0K | 0.03% | +198+1.9% | Added |
| LM Advisors LLC | 10,832 | $443.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 10,851 | $443.9K | 0.06% | +500+4.8% | Added |
| HSBC Holdings PLC | 11,173 | $451.3K | 0.00% | −1,280−10.3% | Reduced |
| Voya Investment Management LLC | 12,947 | $529.7K | 0.00% | +263+2.1% | Added |
| Cornerstone Wealth Management, LLC | 13,546 | $554.2K | 0.04% | +10+0.1% | Added |