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, Q1 2025
Institutional positions in Enterprise Financial Services Corp as of Mar 31, 2025. 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
- 243
- +20 vs. Q4 2024
- Shares held
- 29.9M
- +1.42M (+5.0%) vs. Q4 2024
- Total value
- $1.61B
- +$483.5K (0.0%) vs. Q4 2024
- New holders
- 38
- 85 more added
- Sold out
- 18
- 73 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Enterprise Financial Services Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 7 | $0 | 0.00% | +3+75.0% | Added |
| Orion Capital Management LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2 | $107 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $108 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2 | $110 | 0.00% | −479−99.6% | Reduced |
| Global Financial Private Client, LLC | 4 | $215 | 0.00% | +3+300.0% | Added |
| Stephens Consulting, LLC | 5 | $269 | 0.00% | +5 | New |
| Massmutual Trust Co FSB | 7 | $376 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $430 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 18 | $1.00K | 0.00% | −13−41.9% | Reduced |
| Lazard Asset Management LLC | 30 | $1.00K | 0.00% | +30 | New |
| Concord Wealth Partners | 21 | $1.13K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $1.24K | 0.00% | 00.0% | Unchanged |
| Amundi | 29 | $1.42K | 0.00% | +17+141.7% | Added |
| Bogart Wealth, LLC | 30 | $1.61K | 0.00% | −34−53.1% | Reduced |
| Allworth Financial LP | 39 | $2.01K | 0.00% | +39 | New |
| Rothschild Investment LLC | 40 | $2.15K | 0.00% | +15+60.0% | Added |
| Geneos Wealth Management Inc. | 46 | $2.47K | 0.00% | +46 | New |
| Carolinas Wealth Consulting LLC | 51 | $2.74K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 54 | $2.90K | 0.00% | −7−11.5% | Reduced |
| IFP Advisors, Inc | 58 | $3.12K | 0.00% | +52+866.7% | Added |
| EverSource Wealth Advisors, LLC | 62 | $3.33K | 0.00% | +32+106.7% | Added |
| Hantz Financial Services, Inc. | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 94 | $5.07K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $5.37K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 106 | $5.70K | 0.00% | +5+5.0% | Added |
| Quest Partners LLC | 155 | $8.33K | 0.00% | −13,096−98.8% | Reduced |
| Coldstream Capital Management Inc | 156 | $8.38K | 0.00% | +156 | New |
| Quadrant Capital Group LLC | 188 | $10.1K | 0.00% | +15+8.7% | Added |
| Harbor Capital Advisors, Inc. | 203 | $11.0K | 0.00% | −10,003−98.0% | Reduced |
| Umb Bank N A | 214 | $11.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 265 | $14.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 277 | $14.9K | 0.00% | +91+48.9% | Added |
| Nisa Investment Advisors, LLC | 361 | $19.4K | 0.00% | +330+1,064.5% | Added |
| Fiduciary Advisors, Inc. | 432 | $23.2K | 0.02% | +2+0.5% | Added |
| GAMMA Investing LLC | 454 | $24.4K | 0.00% | +391+620.6% | Added |
| Signaturefd, LLC | 518 | $27.8K | 0.00% | +16+3.2% | Added |
| Opal Wealth Advisors, LLC | 525 | $28.2K | 0.01% | +525 | New |
| Emerald Advisers, LLC | 530 | $28.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 581 | $31.3K | 0.00% | +256+78.8% | Added |
| Clear Street Markets LLC | 593 | $31.9K | 0.02% | +593 | New |
| Versant Capital Management, Inc | 775 | $41.6K | 0.01% | +264+51.7% | Added |
| The PNC Financial Services Group, Inc. | 793 | $42.6K | 0.00% | +596+302.5% | Added |
| USA Financial Portformulas Corp | 925 | $49.7K | 0.01% | +925 | New |
| Tower Research Capital LLC (TRC) | 1,038 | $55.8K | 0.00% | −15−1.4% | Reduced |
| Federated Hermes, Inc. | 1,059 | $56.9K | 0.00% | +69+7.0% | Added |
| CWM, LLC | 1,252 | $67.0K | 0.00% | +570+83.6% | Added |
| Amalgamated Bank | 1,279 | $69.0K | 0.00% | +4+0.3% | Added |
| Duncker Streett & Co Inc | 1,300 | $69.9K | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 1,317 | $71.0K | 0.00% | +1,317 | New |
| Comerica Bank | 1,804 | $96.9K | 0.00% | −47−2.5% | Reduced |
| Hamilton Capital Partners Inc. | 1,968 | $105.8K | 0.01% | −56−2.8% | Reduced |
| BNP Paribas Arbitrage, SA | 2,025 | $108.8K | 0.00% | −11,528−85.1% | Reduced |
| KBC Group NV | 2,178 | $117.0K | 0.00% | +2,178 | New |
| Quarry LP | 2,422 | $130.2K | 0.03% | +2,383+6,110.3% | Added |
| Atwood & Palmer Inc | 2,460 | $132.2K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,859 | $153.6K | 0.00% | +2,859 | New |
| New York State Teachers Retirement System | 3,388 | $182.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,666 | $197.0K | 0.00% | +3,666 | New |
| FMR LLC | 3,681 | $197.8K | 0.00% | +883+31.6% | Added |
| Atria Investments LLC | 3,732 | $200.5K | 0.00% | −546−12.8% | Reduced |
| HighTower Advisors, LLC | 3,756 | $201.8K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 3,793 | $203.9K | 0.00% | +3,793 | New |
| Ameritas Investment Partners, Inc. | 3,873 | $208.1K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,890 | $209.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,926 | $211.0K | 0.00% | −169−4.1% | Reduced |
| State of Wisconsin Investment Board | 3,990 | $214.4K | 0.00% | +3,990 | New |
| Dakota Wealth Management | 4,048 | $217.5K | 0.01% | −727−15.2% | Reduced |
| Meritage Portfolio Management | 4,070 | $218.7K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,163 | $223.7K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 4,363 | $230.1K | 0.01% | +37+0.9% | Added |
| Allianz Asset Management GmbH | 4,300 | $231.1K | 0.00% | +100+2.4% | Added |
| Millennium Management LLC | 4,346 | $233.6K | 0.00% | −34,918−88.9% | Reduced |
| Public Employees Retirement System of Ohio | 4,826 | $259.3K | 0.00% | +3+0.1% | Added |
| Ieq Capital, LLC | 4,845 | $260.4K | 0.00% | +4,845 | New |
| Shell Asset Management Co | 4,916 | $264.0K | 0.01% | −212−4.1% | Reduced |
| Visionary Wealth Advisors | 5,227 | $280.9K | 0.02% | +20.0% | Added |
| Pictet Asset Management Holding SA | 5,264 | $282.9K | 0.00% | +619+13.3% | Added |
| Engineers Gate Manager LP | 5,293 | $284.4K | 0.00% | +5,293 | New |
| Robeco Institutional Asset Management B.V. | 5,346 | $287.3K | 0.00% | +5,346 | New |
| Colony Group, LLC | 5,398 | $290.1K | 0.00% | +1,082+25.1% | Added |
| Parkside Financial Bank & Trust | 5,522 | $296.8K | 0.04% | −110−2.0% | Reduced |
| Weaver Consulting Group | 5,612 | $301.6K | 0.09% | 00.0% | Unchanged |
| Claris Advisors, LLC | 5,630 | $302.5K | 0.11% | +4+0.1% | Added |
| Two Sigma Investments, LP | 5,680 | $305.2K | 0.00% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 5,713 | $307.0K | 0.02% | 00.0% | Unchanged |
| First Foundation Advisors | 5,870 | $315.5K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 5,935 | $318.9K | 0.10% | +5,935 | New |
| Pure Financial Advisors, Inc. | 6,054 | $325.3K | 0.01% | +19+0.3% | Added |
| EP Wealth Advisors, LLC | 6,181 | $332.2K | 0.00% | +5+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 6,232 | $333.5K | 0.00% | +2,182+53.9% | Added |
| Buckingham Strategic Partners | 6,289 | $338.0K | 0.01% | +554+9.7% | Added |
| Alps Advisors Inc | 6,340 | $340.7K | 0.00% | +6,340 | New |
| Lido Advisors, LLC | 6,377 | $342.7K | 0.00% | +7+0.1% | Added |
| Courier Capital LLC | 6,416 | $344.8K | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 6,419 | $345.0K | 0.00% | +6,419 | New |
| PharVision Advisers, LLC | 6,819 | $366.5K | 0.51% | +6,819 | New |
| Advisors Asset Management, Inc. | 6,900 | $370.8K | 0.01% | +1,180+20.6% | Added |
| LPL Financial LLC | 7,127 | $383.0K | 0.00% | +164+2.4% | Added |
| KLP Kapitalforvaltning AS | 7,200 | $386.9K | 0.00% | 00.0% | Unchanged |