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, Q3 2024
Institutional positions in Enterprise Financial Services Corp as of Sep 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
- 228
- +23 vs. Q2 2024
- Shares held
- 28.5M
- +4.54M (+18.9%) vs. Q2 2024
- Total value
- $1.46B
- +$480.8M (+49.1%) vs. Q2 2024
- New holders
- 36
- 76 more added
- Sold out
- 13
- 76 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Enterprise Financial Services Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $154 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3 | $154 | 0.00% | +3 | New |
| Massmutual Trust Co FSB | 7 | $359 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $411 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 11 | $564 | 0.00% | −10,840−99.9% | Reduced |
| EverSource Wealth Advisors, LLC | 13 | $666 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 12 | $709 | 0.00% | +12 | New |
| Covestor Ltd | 28 | $1.00K | 0.00% | −4−12.5% | Reduced |
| Proequities, Inc. | 21 | $1.08K | 0.00% | −40−65.6% | Reduced |
| Concord Wealth Partners | 21 | $1.08K | 0.00% | +21 | New |
| ClariVest Asset Management LLC | 31 | $1.27K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $1.28K | 0.00% | +15+150.0% | Added |
| Nisa Investment Advisors, LLC | 31 | $1.59K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $1.79K | 0.00% | −3−7.9% | Reduced |
| Bessemer Group Inc | 30 | $2.00K | 0.00% | +30 | New |
| GAMMA Investing LLC | 42 | $2.15K | 0.00% | +8+23.5% | Added |
| Carolinas Wealth Consulting LLC | 57 | $2.92K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 97 | $4.00K | 0.00% | +97 | New |
| SRS Capital Advisors, Inc. | 83 | $4.25K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 101 | $5.18K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 94 | $5.58K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 142 | $7.16K | 0.00% | +51+56.0% | Added |
| Macroview Investment Management LLC | 166 | $8.51K | 0.01% | +166 | New |
| Quadrant Capital Group LLC | 173 | $8.87K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 213 | $10.9K | 0.00% | +213 | New |
| Umb Bank N A | 214 | $11.0K | 0.00% | −642−75.0% | Reduced |
| TD Waterhouse Canada Inc. | 265 | $13.1K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 400 | $20.5K | 0.00% | +400 | New |
| Picton Mahoney Asset Management | 408 | $21.0K | 0.00% | +172+72.9% | Added |
| Public Employees Retirement System of Ohio | 449 | $23.0K | 0.00% | +4+0.9% | Added |
| Rise Advisors, LLC | 479 | $24.5K | 0.01% | +3+0.6% | Added |
| Emerald Advisers, LLC | 530 | $27.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 562 | $28.8K | 0.00% | +92+19.6% | Added |
| CWM, LLC | 568 | $29.0K | 0.00% | +183+47.5% | Added |
| Quarry LP | 835 | $42.8K | 0.01% | +804+2,593.5% | Added |
| Federated Hermes, Inc. | 960 | $49.2K | 0.00% | −2−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,033 | $53.0K | 0.00% | +750+265.0% | Added |
| Amalgamated Bank | 1,275 | $65.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,300 | $66.6K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 1,905 | $97.6K | 0.00% | +313+19.7% | Added |
| Hamilton Capital Partners Inc. | 1,961 | $100.5K | 0.01% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,983 | $101.6K | 0.01% | +1,983 | New |
| Atwood & Palmer Inc | 2,460 | $126.1K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 2,560 | $131.2K | 0.00% | +653+34.2% | Added |
| Advisors Asset Management, Inc. | 3,452 | $176.9K | 0.00% | +2,172+169.7% | Added |
| Systematic Financial Management LP | 3,524 | $180.6K | 0.00% | +3,524 | New |
| Ameritas Investment Partners, Inc. | 3,608 | $184.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,840 | $196.8K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,865 | $198.1K | 0.01% | +3,865 | New |
| US Bancorp | 3,873 | $198.5K | 0.00% | +1,223+46.2% | Added |
| Allspring Global Investments Holdings, LLC | 4,033 | $206.7K | 0.00% | −302−7.0% | Reduced |
| Jump Financial, LLC | 4,069 | $208.6K | 0.00% | −10,467−72.0% | Reduced |
| Meritage Portfolio Management | 4,070 | $209.0K | 0.01% | +4,070 | New |
| Clearstead Advisors, LLC | 4,163 | $213.4K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 4,200 | $215.3K | 0.01% | −5,900−58.4% | Reduced |
| Colony Group, LLC | 4,316 | $221.2K | 0.00% | +4,316 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 4,321 | $221.5K | 0.00% | +4,321 | New |
| Chicago Partners Investment Group LLC | 4,306 | $228.2K | 0.01% | +22+0.5% | Added |
| Atria Investments LLC | 4,597 | $235.7K | 0.00% | −970−17.4% | Reduced |
| Pictet Asset Management Holding SA | 4,645 | $238.1K | 0.00% | +4,645 | New |
| Lazard Asset Management LLC | 4,765 | $244.0K | 0.00% | +2,973+165.9% | Added |
| LSV Asset Management | 4,900 | $251.0K | 0.00% | −5,187−51.4% | Reduced |
| Aquatic Capital Management LLC | 4,900 | $251.2K | 0.01% | +4,900 | New |
| Shell Asset Management Co | 5,128 | $263.0K | 0.01% | +5,128 | New |
| Semanteon Capital Management, LP | 5,206 | $266.9K | 0.18% | +5,206 | New |
| Visionary Wealth Advisors | 5,223 | $267.7K | 0.02% | −102−1.9% | Reduced |
| XTX Topco Ltd | 5,315 | $272.4K | 0.02% | +5,315 | New |
| Clark Capital Management Group, Inc. | 5,401 | $276.9K | 0.00% | −596−9.9% | Reduced |
| Dark Forest Capital Management LP | 5,442 | $279.0K | 0.04% | −4,149−43.3% | Reduced |
| Dakota Wealth Management | 5,535 | $283.7K | 0.01% | −1,402−20.2% | Reduced |
| Weaver Consulting Group | 5,612 | $287.7K | 0.09% | 00.0% | Unchanged |
| Claris Advisors, LLC | 5,623 | $288.2K | 0.13% | +3+0.1% | Added |
| Keybank National Association | 5,635 | $288.9K | 0.00% | −358−6.0% | Reduced |
| Two Sigma Investments, LP | 5,680 | $291.2K | 0.00% | −26,542−82.4% | Reduced |
| Trilogy Capital Inc. | 5,713 | $292.8K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 5,788 | $296.7K | 0.00% | +5,788 | New |
| First Foundation Advisors | 5,870 | $300.9K | 0.01% | −2,900−33.1% | Reduced |
| Busey Wealth Management | 5,900 | $302.4K | 0.01% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 6,018 | $308.5K | 0.01% | +19+0.3% | Added |
| LPL Financial LLC | 6,048 | $310.0K | 0.00% | +100+1.7% | Added |
| EP Wealth Advisors, LLC | 6,176 | $316.6K | 0.00% | +6,176 | New |
| Buckingham Strategic Partners | 6,178 | $316.7K | 0.01% | +30+0.5% | Added |
| Parkside Financial Bank & Trust | 6,363 | $326.2K | 0.05% | −1,770−21.8% | Reduced |
| Lido Advisors, LLC | 6,370 | $326.5K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 6,406 | $328.4K | 0.06% | −2,860−30.9% | Reduced |
| Point72 Asset Management, L.P. | 6,416 | $328.9K | 0.00% | −2,975−31.7% | Reduced |
| Courier Capital LLC | 6,416 | $328.9K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,464 | $331.3K | 0.01% | −3,107−32.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,639 | $340.3K | 0.00% | +37+0.6% | Added |
| ProShare Advisors LLC | 6,996 | $358.6K | 0.00% | +6,996 | New |
| Engineers Gate Manager LP | 7,038 | $360.8K | 0.01% | +7,038 | New |
| Acropolis Investment Management, LLC | 7,040 | $360.9K | 0.02% | −518−6.9% | Reduced |
| Henshaw Capital LLC | 7,329 | $375.7K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 7,837 | $402.0K | 0.00% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 7,858 | $402.8K | 0.22% | +7,858 | New |
| Jag Capital Management, LLC | 7,905 | $405.2K | 0.05% | +10+0.1% | Added |
| RSM US Wealth Management LLC | 8,277 | $410.7K | 0.01% | +81+1.0% | Added |
| Mercer Global Advisors Inc | 8,533 | $423.4K | 0.00% | 00.0% | Unchanged |