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, Q4 2024
Institutional positions in Enterprise Financial Services Corp as of Dec 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
- 225
- −1 vs. Q3 2024
- Shares held
- 29.0M
- +604.5K (+2.1%) vs. Q3 2024
- Total value
- $1.63B
- +$179.9M (+12.4%) vs. Q3 2024
- New holders
- 23
- 91 more added
- Sold out
- 24
- 64 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Enterprise Financial Services Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,932,112 | $221.8M | 0.00% | +25,983+0.7% | Added |
| Wellington Management Group LLP | 3,373,927 | $190.3M | 0.03% | −171,165−4.8% | Reduced |
| Dimensional Fund Advisors LP | 2,215,368 | $124.9M | 0.03% | +54,987+2.5% | Added |
| Vanguard Group Inc | 2,089,008 | $117.8M | 0.00% | +13,724+0.7% | Added |
| Earnest Partners LLC | 1,883,355 | $106.2M | 0.47% | −13,373−0.7% | Reduced |
| State Street Corp | 1,196,044 | $67.5M | 0.00% | +129,379+12.1% | Added |
| Macquarie Group Ltd | 1,024,393 | $57.8M | 0.07% | −3,094−0.3% | Reduced |
| Geode Capital Management, LLC | 885,238 | $49.9M | 0.00% | −6,792−0.8% | Reduced |
| American Century Companies Inc | 847,939 | $47.8M | 0.03% | +96,822+12.9% | Added |
| PL Capital Advisors, LLC | 703,829 | $39.7M | 13.55% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 694,316 | $39.2M | 0.10% | +16,922+2.5% | Added |
| Western Financial Corp | 585,318 | $33.0M | 18.14% | −29,362−4.8% | Reduced |
| Jennison Associates LLC | 566,780 | $32.0M | 0.02% | +125,150+28.3% | Added |
| JPMorgan Chase & Co | 565,314 | $31.9M | 0.00% | +7,439+1.3% | Added |
| Charles Schwab Investment Management Inc | 436,668 | $24.6M | 0.00% | +14,794+3.5% | Added |
| Nuveen Asset Management, LLC | 430,662 | $24.3M | 0.01% | +107,996+33.5% | Added |
| Northern Trust Corp | 380,133 | $21.4M | 0.00% | +17,185+4.7% | Added |
| Enterprise Financial Services Corp | 363,382 | $20.5M | 11.40% | −19,633−5.1% | Reduced |
| Bank of America Corp | 318,111 | $17.9M | 0.00% | −4,469−1.4% | Reduced |
| Goldman Sachs Group Inc | 275,252 | $15.5M | 0.00% | +41,086+17.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 252,350 | $14.2M | 0.05% | +77,270+44.1% | Added |
| Bridgeway Capital Management, LLC | 233,682 | $13.2M | 0.29% | +5,954+2.6% | Added |
| Morgan Stanley | 182,470 | $10.3M | 0.00% | −78,479−30.1% | Reduced |
| Bank of New York Mellon Corp | 174,900 | $9.86M | 0.00% | −8,507−4.6% | Reduced |
| Foundry Partners, LLC | 171,143 | $9.65M | 0.49% | +40,274+30.8% | Added |
| Weiss Asset Management LP | 170,318 | $9.61M | 0.22% | +170,318 | New |
| Aptus Capital Advisors, LLC | 166,907 | $9.41M | 0.11% | +48,367+40.8% | Added |
| Qube Research & Technologies Ltd | 155,797 | $8.79M | 0.01% | −12,748−7.6% | Reduced |
| Mutual of America Capital Management LLC | 141,688 | $7.99M | 0.09% | +3,356+2.4% | Added |
| Phocas Financial Corp. | 138,498 | $7.81M | 1.04% | +24,785+21.8% | Added |
| Raymond James Financial Inc | 133,975 | $7.56M | 0.00% | +133,975 | New |
| Kennedy Capital Management, Inc. | 127,295 | $7.18M | 0.16% | −47,181−27.0% | Reduced |
| Envestnet Asset Management Inc | 125,154 | $7.06M | 0.00% | +4,641+3.9% | Added |
| Empowered Funds, LLC | 123,282 | $6.95M | 0.10% | +5,954+5.1% | Added |
| Denali Advisors LLC | 121,992 | $6.88M | 0.72% | +61,806+102.7% | Added |
| Peregrine Capital Management LLC | 106,030 | $5.98M | 0.18% | +9,565+9.9% | Added |
| Thrivent Financial for Lutherans | 102,206 | $5.76M | 0.01% | −15,700−13.3% | Reduced |
| Wells Fargo & Company | 101,216 | $5.71M | 0.00% | +3,448+3.5% | Added |
| UBS Asset Management Americas Inc | 96,582 | $5.45M | 0.00% | +9,076+10.4% | Added |
| UBS Group AG | 93,289 | $5.26M | 0.00% | +67,747+265.2% | Added |
| Endeavour Capital Advisors Inc | 91,983 | $5.19M | 1.65% | −40,933−30.8% | Reduced |
| Barclays PLC | 91,886 | $5.18M | 0.00% | +7,976+9.5% | Added |
| Moneta Group Investment Advisors LLC | 90,772 | $5.12M | 0.07% | +11,202+14.1% | Added |
| Russell Investments Group, Ltd. | 85,335 | $4.81M | 0.01% | +40,549+90.5% | Added |
| Ameriprise Financial Inc | 83,179 | $4.69M | 0.00% | +8,525+11.4% | Added |
| Invesco Ltd. | 82,228 | $4.64M | 0.00% | +4,399+5.7% | Added |
| Brandywine Global Investment Management, LLC | 76,735 | $4.33M | 0.03% | −3,505−4.4% | Reduced |
| First Trust Advisors LP | 75,657 | $4.27M | 0.00% | −23,126−23.4% | Reduced |
| Fisher Asset Management, LLC | 74,195 | $4.18M | 0.00% | +20,033+37.0% | Added |
| Swiss National Bank | 73,164 | $4.13M | 0.00% | 00.0% | Unchanged |
| F/M Investments LLC | 72,976 | $4.12M | 0.15% | −146,002−66.7% | Reduced |
| Citigroup Inc | 68,575 | $3.87M | 0.00% | +26,607+63.4% | Added |
| Maltese Capital Management LLC | 68,200 | $3.85M | 0.59% | −12,800−15.8% | Reduced |
| New York State Common Retirement Fund | 67,186 | $3.79M | 0.01% | +21,922+48.4% | Added |
| SEI Investments Co | 65,841 | $3.71M | 0.00% | +11,446+21.0% | Added |
| NFJ Investment Group, LLC | 63,635 | $3.59M | 0.12% | −774−1.2% | Reduced |
| Plancorp, LLC | 59,060 | $3.33M | 0.14% | −4,940−7.7% | Reduced |
| Rhumbline Advisers | 58,984 | $3.33M | 0.00% | −445−0.7% | Reduced |
| Martingale Asset Management L P | 58,874 | $3.32M | 0.08% | −200.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 55,114 | $3.11M | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 54,172 | $3.06M | 0.00% | +39,675+273.7% | Added |
| AQR Capital Management LLC | 51,120 | $2.88M | 0.00% | −19,674−27.8% | Reduced |
| GW&K Investment Management, LLC | 47,733 | $2.69M | 0.02% | −3,735−7.3% | Reduced |
| Franklin Resources Inc | 46,412 | $2.62M | 0.00% | −315−0.7% | Reduced |
| Guggenheim Capital LLC | 46,150 | $2.60M | 0.02% | −4,900−9.6% | Reduced |
| Boston Partners | 43,275 | $2.44M | 0.00% | +25,678+145.9% | Added |
| EJF Capital LLC | 42,290 | $2.39M | 1.64% | −15,180−26.4% | Reduced |
| Creative Planning | 41,756 | $2.36M | 0.00% | −2,076−4.7% | Reduced |
| Financial Counselors Inc | 40,704 | $2.30M | 0.03% | 00.0% | Unchanged |
| RBF Capital, LLC | 40,700 | $2.30M | 0.12% | −4,521−10.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 39,868 | $2.25M | 0.15% | +101+0.3% | Added |
| Legal & General Group Plc | 39,390 | $2.22M | 0.00% | +564+1.5% | Added |
| Millennium Management LLC | 39,264 | $2.21M | 0.00% | −98,703−71.5% | Reduced |
| MAI Capital Management | 38,019 | $2.14M | 0.02% | +707+1.9% | Added |
| Alliancebernstein L.P. | 35,943 | $2.03M | 0.00% | −3,450−8.8% | Reduced |
| California State Teachers Retirement System | 34,895 | $1.97M | 0.00% | −543−1.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 32,696 | $1.84M | 0.27% | +9,000+38.0% | Added |
| Oppenheimer Asset Management Inc. | 31,233 | $1.76M | 0.02% | +297+1.0% | Added |
| Deutsche Bank AG | 30,874 | $1.74M | 0.00% | +11,169+56.7% | Added |
| Jane Street Group, LLC | 29,905 | $1.69M | 0.00% | −12,941−30.2% | Reduced |
| Price T Rowe Associates Inc | 29,268 | $1.65M | 0.00% | +2,693+10.1% | Added |
| Prudential Financial Inc | 27,696 | $1.63M | 0.00% | +293+1.1% | Added |
| Rafferty Asset Management, LLC | 28,706 | $1.62M | 0.01% | +2,921+11.3% | Added |
| Advisor Group Holdings, Inc. | 24,570 | $1.39M | 0.00% | +1,064+4.5% | Added |
| Mutual Advisors, LLC | 24,056 | $1.37M | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 24,169 | $1.36M | 0.00% | −446−1.8% | Reduced |
| Victory Capital Management Inc | 23,557 | $1.33M | 0.00% | +7,561+47.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 23,223 | $1.31M | 0.01% | +18,902+437.4% | Added |
| Teacher Retirement System of Texas | 23,208 | $1.31M | 0.00% | +6,336+37.6% | Added |
| MetLife Investment Management | 22,600 | $1.27M | 0.01% | +1,225+5.7% | Added |
| Commerce Bank | 21,465 | $1.21M | 0.01% | −490−2.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 21,064 | $1.19M | 0.00% | +797+3.9% | Added |
| Manufacturers Life Insurance Company, The | 20,113 | $1.13M | 0.00% | +1,239+6.6% | Added |
| Renaissance Technologies LLC | 19,004 | $1.07M | 0.00% | +19,004 | New |
| Corebridge Financial, Inc. | 18,406 | $1.04M | 0.01% | −1,390−7.0% | Reduced |
| Royal Bank of Canada | 17,466 | $985.0K | 0.00% | −353−2.0% | Reduced |
| Principal Financial Group Inc | 17,252 | $973.0K | 0.00% | +1,128+7.0% | Added |
| Intech Investment Management LLC | 17,173 | $968.6K | 0.01% | +11,385+196.7% | Added |
| Globeflex Capital L P | 17,119 | $965.5K | 0.08% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 16,575 | $934.3K | 0.00% | 00.0% | Unchanged |