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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 4 | $0 | 0.00% | +2+100.0% | Added |
| Orion Capital Management LLC | 1 | $56 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 1 | $56 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $113 | 0.00% | −1−33.3% | Reduced |
| IFP Advisors, Inc | 6 | $338 | 0.00% | +6 | New |
| Massmutual Trust Co FSB | 7 | $395 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $452 | 0.00% | 00.0% | Unchanged |
| Amundi | 12 | $668 | 0.00% | +12 | New |
| Concord Wealth Partners | 21 | $1.18K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 21 | $1.19K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $1.30K | 0.00% | −12−34.3% | Reduced |
| Rothschild Investment LLC | 25 | $1.41K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 30 | $1.69K | 0.00% | +17+130.8% | Added |
| Nisa Investment Advisors, LLC | 31 | $1.75K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 31 | $2.00K | 0.00% | +3+10.7% | Added |
| Quarry LP | 39 | $2.20K | 0.00% | −796−95.3% | Reduced |
| Carolinas Wealth Consulting LLC | 51 | $2.88K | 0.00% | −6−10.5% | Reduced |
| Parallel Advisors, LLC | 61 | $3.44K | 0.00% | +61 | New |
| GAMMA Investing LLC | 63 | $3.55K | 0.00% | +21+50.0% | Added |
| Bogart Wealth, LLC | 64 | $3.61K | 0.00% | +64 | New |
| Hantz Financial Services, Inc. | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 83 | $4.68K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 94 | $5.32K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $5.64K | 0.00% | −300−75.0% | Reduced |
| Lindbrook Capital, LLC | 101 | $5.70K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 108 | $6.00K | 0.00% | +11+11.3% | Added |
| Quadrant Capital Group LLC | 173 | $9.76K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 186 | $10.5K | 0.00% | +44+31.0% | Added |
| The PNC Financial Services Group, Inc. | 197 | $11.1K | 0.00% | −836−80.9% | Reduced |
| Umb Bank N A | 214 | $12.1K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 258 | $14.6K | 0.00% | −3,607−93.3% | Reduced |
| TD Waterhouse Canada Inc. | 265 | $14.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 325 | $18.3K | 0.00% | +325 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 424 | $23.9K | 0.01% | +424 | New |
| Fiduciary Advisors, Inc. | 430 | $24.2K | 0.02% | +430 | New |
| Rise Advisors, LLC | 481 | $27.1K | 0.01% | +2+0.4% | Added |
| Signaturefd, LLC | 502 | $28.3K | 0.00% | −60−10.7% | Reduced |
| Versant Capital Management, Inc | 511 | $28.8K | 0.01% | +511 | New |
| Emerald Advisers, LLC | 530 | $29.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 682 | $38.0K | 0.00% | +114+20.1% | Added |
| Federated Hermes, Inc. | 990 | $55.8K | 0.00% | +30+3.1% | Added |
| Tower Research Capital LLC (TRC) | 1,053 | $59.4K | 0.00% | −5,411−83.7% | Reduced |
| Point72 Asset Management, L.P. | 1,119 | $63.1K | 0.00% | −5,297−82.6% | Reduced |
| Amalgamated Bank | 1,275 | $72.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,300 | $73.3K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 1,851 | $104.4K | 0.00% | −54−2.8% | Reduced |
| Hamilton Capital Partners Inc. | 2,024 | $114.2K | 0.01% | +63+3.2% | Added |
| HGK Asset Management Inc | 2,152 | $121.4K | 0.02% | −4,254−66.4% | Reduced |
| Atwood & Palmer Inc | 2,460 | $138.7K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 2,798 | $157.8K | 0.00% | +238+9.3% | Added |
| LSV Asset Management | 2,800 | $158.0K | 0.00% | −2,100−42.9% | Reduced |
| New York State Teachers Retirement System | 3,388 | $191.0K | 0.00% | +3,388 | New |
| Crestline Management, LP | 3,600 | $203.0K | 0.01% | +3,600 | New |
| Captrust Financial Advisors | 3,610 | $203.6K | 0.00% | +3,610 | New |
| Voloridge Investment Management, LLC | 3,675 | $207.3K | 0.00% | −28,737−88.7% | Reduced |
| HighTower Advisors, LLC | 3,756 | $211.8K | 0.00% | +3,756 | New |
| Ameritas Investment Partners, Inc. | 3,873 | $218.4K | 0.01% | +265+7.3% | Added |
| Northwestern Mutual Wealth Management Co | 3,890 | $219.4K | 0.00% | +50+1.3% | Added |
| Allspring Global Investments Holdings, LLC | 4,050 | $224.6K | 0.00% | +17+0.4% | Added |
| Meritage Portfolio Management | 4,070 | $229.5K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 4,095 | $231.0K | 0.00% | +222+5.7% | Added |
| Clearstead Advisors, LLC | 4,163 | $234.8K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 4,200 | $236.9K | 0.00% | +4,200 | New |
| Chicago Partners Investment Group LLC | 4,326 | $240.8K | 0.01% | +20+0.5% | Added |
| Atria Investments LLC | 4,278 | $241.3K | 0.00% | −319−6.9% | Reduced |
| Colony Group, LLC | 4,316 | $243.4K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 4,645 | $262.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 4,660 | $262.8K | 0.00% | −12,414−72.7% | Reduced |
| Dakota Wealth Management | 4,775 | $269.3K | 0.01% | −760−13.7% | Reduced |
| Public Employees Retirement System of Ohio | 4,823 | $272.0K | 0.00% | +4,374+974.2% | Added |
| Shell Asset Management Co | 5,128 | $289.0K | 0.01% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 5,225 | $294.7K | 0.02% | +20.0% | Added |
| Kestra Advisory Services, LLC | 5,348 | $301.6K | 0.00% | +5,348 | New |
| Two Sigma Advisers, LP | 5,390 | $304.0K | 0.00% | −20,200−78.9% | Reduced |
| Clark Capital Management Group, Inc. | 5,401 | $304.6K | 0.00% | 00.0% | Unchanged |
| Weaver Consulting Group | 5,612 | $316.5K | 0.10% | 00.0% | Unchanged |
| Claris Advisors, LLC | 5,626 | $317.3K | 0.12% | +3+0.1% | Added |
| Parkside Financial Bank & Trust | 5,632 | $317.6K | 0.04% | −731−11.5% | Reduced |
| Two Sigma Investments, LP | 5,680 | $320.4K | 0.00% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 5,713 | $322.2K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,714 | $322.3K | 0.03% | +399+7.5% | Added |
| Advisors Asset Management, Inc. | 5,720 | $322.6K | 0.01% | +2,268+65.7% | Added |
| Buckingham Strategic Partners | 5,735 | $323.5K | 0.01% | −443−7.2% | Reduced |
| First Foundation Advisors | 5,870 | $331.1K | 0.01% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 6,035 | $340.4K | 0.01% | +17+0.3% | Added |
| Busey Wealth Management | 6,046 | $341.0K | 0.01% | +146+2.5% | Added |
| EP Wealth Advisors, LLC | 6,176 | $348.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning, LLC | 6,252 | $352.6K | 0.13% | +6,252 | New |
| Lido Advisors, LLC | 6,370 | $359.3K | 0.00% | 00.0% | Unchanged |
| Courier Capital LLC | 6,416 | $361.9K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 6,963 | $392.7K | 0.00% | +915+15.1% | Added |
| Acropolis Investment Management, LLC | 7,040 | $397.1K | 0.02% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 7,200 | $406.1K | 0.00% | +7,200 | New |
| Henshaw Capital LLC | 7,329 | $413.4K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 7,338 | $413.9K | 0.00% | +699+10.5% | Added |
| Keybank National Association | 7,679 | $433.1K | 0.00% | +2,044+36.3% | Added |
| Handelsbanken Fonder AB | 7,837 | $442.0K | 0.00% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 7,905 | $445.9K | 0.06% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 7,942 | $447.9K | 0.00% | +7,942 | New |