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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 793 | $42.6K | 0.00% | +596+302.5% | Added |
| Versant Capital Management, Inc | 775 | $41.6K | 0.01% | +264+51.7% | Added |
| Clear Street Markets LLC | 593 | $31.9K | 0.02% | +593 | New |
| Jones Financial Companies LLLP | 581 | $31.3K | 0.00% | +256+78.8% | Added |
| Emerald Advisers, LLC | 530 | $28.5K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 525 | $28.2K | 0.01% | +525 | New |
| Signaturefd, LLC | 518 | $27.8K | 0.00% | +16+3.2% | Added |
| GAMMA Investing LLC | 454 | $24.4K | 0.00% | +391+620.6% | Added |
| Fiduciary Advisors, Inc. | 432 | $23.2K | 0.02% | +2+0.5% | Added |
| Nisa Investment Advisors, LLC | 361 | $19.4K | 0.00% | +330+1,064.5% | Added |
| Smartleaf Asset Management LLC | 277 | $14.9K | 0.00% | +91+48.9% | Added |
| TD Waterhouse Canada Inc. | 265 | $14.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 214 | $11.5K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 203 | $11.0K | 0.00% | −10,003−98.0% | Reduced |
| Quadrant Capital Group LLC | 188 | $10.1K | 0.00% | +15+8.7% | Added |
| Coldstream Capital Management Inc | 156 | $8.38K | 0.00% | +156 | New |
| Quest Partners LLC | 155 | $8.33K | 0.00% | −13,096−98.8% | Reduced |
| Lindbrook Capital, LLC | 106 | $5.70K | 0.00% | +5+5.0% | Added |
| Danske Bank A/S | 100 | $5.37K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 94 | $5.07K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 62 | $3.33K | 0.00% | +32+106.7% | Added |
| IFP Advisors, Inc | 58 | $3.12K | 0.00% | +52+866.7% | Added |
| Parallel Advisors, LLC | 54 | $2.90K | 0.00% | −7−11.5% | Reduced |
| Carolinas Wealth Consulting LLC | 51 | $2.74K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 46 | $2.47K | 0.00% | +46 | New |
| Rothschild Investment LLC | 40 | $2.15K | 0.00% | +15+60.0% | Added |
| Allworth Financial LP | 39 | $2.01K | 0.00% | +39 | New |
| Bogart Wealth, LLC | 30 | $1.61K | 0.00% | −34−53.1% | Reduced |
| Amundi | 29 | $1.42K | 0.00% | +17+141.7% | Added |
| Bell Investment Advisors, Inc | 23 | $1.24K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 21 | $1.13K | 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 |
| JFS Wealth Advisors, LLC | 8 | $430 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 7 | $376 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 5 | $269 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 4 | $215 | 0.00% | +3+300.0% | Added |
| Rise Advisors, LLC | 2 | $110 | 0.00% | −479−99.6% | Reduced |
| SJS Investment Consulting Inc. | 2 | $108 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2 | $107 | 0.00% | +2 | New |
| Orion Capital Management LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 7 | $0 | 0.00% | +3+75.0% | Added |
| Bessemer Group Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Proequities, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −170,318−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −42,290−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −9,133−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −5,401−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −5,390−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −5,348−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −3,675−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −3,610−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| HGK Asset Management Inc | 0 | $0 | 0.00% | −2,152−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,119−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −424−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −258−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Cornerstone Planning, LLC | – | – | – | – | Not filed |