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 |
|---|---|---|---|---|---|
| Umb Bank N A | 214 | $11.0K | 0.00% | −642−75.0% | Reduced |
| Capital Performance Advisors LLP | 213 | $10.9K | 0.00% | +213 | New |
| Quadrant Capital Group LLC | 173 | $8.87K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 166 | $8.51K | 0.01% | +166 | New |
| Smartleaf Asset Management LLC | 142 | $7.16K | 0.00% | +51+56.0% | Added |
| LRI Investments, LLC | 94 | $5.58K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 101 | $5.18K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 83 | $4.25K | 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 |
| Carolinas Wealth Consulting LLC | 57 | $2.92K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 42 | $2.15K | 0.00% | +8+23.5% | Added |
| Bessemer Group Inc | 30 | $2.00K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 35 | $1.79K | 0.00% | −3−7.9% | Reduced |
| Nisa Investment Advisors, LLC | 31 | $1.59K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $1.28K | 0.00% | +15+150.0% | Added |
| ClariVest Asset Management LLC | 31 | $1.27K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 21 | $1.08K | 0.00% | −40−65.6% | Reduced |
| Concord Wealth Partners | 21 | $1.08K | 0.00% | +21 | New |
| Covestor Ltd | 28 | $1.00K | 0.00% | −4−12.5% | Reduced |
| Continuum Advisory, LLC | 12 | $709 | 0.00% | +12 | New |
| EverSource Wealth Advisors, LLC | 13 | $666 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 11 | $564 | 0.00% | −10,840−99.9% | Reduced |
| JFS Wealth Advisors, LLC | 8 | $411 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 7 | $359 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $154 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3 | $154 | 0.00% | +3 | New |
| Hemington Wealth Management | 2 | $0 | 0.00% | +2 | New |
| Elizabeth Park Capital Advisors, Ltd. | 0 | $0 | 0.00% | −51,326−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −49,489−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −29,469−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −29,096−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −8,705−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −5,952−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −5,468−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −769−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −462−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |