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, Q2 2025
Institutional positions in Enterprise Financial Services Corp as of Jun 30, 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
- 241
- 0 vs. Q1 2025
- Shares held
- 29.9M
- +94.3K (+0.3%) vs. Q1 2025
- Total value
- $1.65B
- +$45.7M (+2.9%) vs. Q1 2025
- New holders
- 24
- 88 more added
- Sold out
- 24
- 82 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Enterprise Financial Services Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 8 | $0 | 0.00% | +1+14.3% | Added |
| Orion Capital Management LLC | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $56 | 0.00% | +1 | New |
| Twin Peaks Wealth Advisors, LLC | 1 | $57 | 0.00% | +1 | New |
| Rise Advisors, LLC | 2 | $113 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3 | $165 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $166 | 0.00% | +1+50.0% | Added |
| Larson Financial Group LLC | 4 | $220 | 0.00% | +4 | New |
| Massmutual Trust Co FSB | 7 | $386 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 7 | $386 | 0.00% | +7 | New |
| JFS Wealth Advisors, LLC | 8 | $441 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 14 | $771 | 0.00% | +14 | New |
| Bell Investment Advisors, Inc | 23 | $1.27K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 27 | $1.50K | 0.00% | −250−90.3% | Reduced |
| Rothschild Investment LLC | 30 | $1.65K | 0.00% | −10−25.0% | Reduced |
| Bogart Wealth, LLC | 30 | $1.65K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 46 | $2.54K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 58 | $3.20K | 0.00% | +19+48.7% | Added |
| Parallel Advisors, LLC | 70 | $3.86K | 0.00% | +16+29.6% | Added |
| Hantz Financial Services, Inc. | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 94 | $5.20K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 98 | $5.40K | 0.00% | −356−78.4% | Reduced |
| Danske Bank A/S | 100 | $5.51K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 103 | $5.68K | 0.00% | +103 | New |
| IFP Advisors, Inc | 6 | $8.71K | 0.00% | −52−89.7% | Reduced |
| Umb Bank N A | 214 | $11.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 215 | $12.0K | 0.01% | +197+1,094.4% | Added |
| Harbor Capital Advisors, Inc. | 233 | $13.0K | 0.00% | +30+14.8% | Added |
| Aster Capital Management (DIFC) Ltd | 247 | $13.6K | 0.00% | −7,683−96.9% | Reduced |
| TD Waterhouse Canada Inc. | 265 | $14.8K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 301 | $16.6K | 0.00% | +301 | New |
| Nisa Investment Advisors, LLC | 361 | $19.9K | 0.00% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 434 | $23.9K | 0.02% | +2+0.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 450 | $25.0K | 0.00% | +450 | New |
| Signaturefd, LLC | 492 | $27.1K | 0.00% | −26−5.0% | Reduced |
| Opal Wealth Advisors, LLC | 525 | $28.9K | 0.01% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 530 | $29.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 581 | $32.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 601 | $33.1K | 0.00% | −192−24.2% | Reduced |
| Versant Capital Management, Inc | 604 | $33.3K | 0.01% | −171−22.1% | Reduced |
| EverSource Wealth Advisors, LLC | 638 | $35.2K | 0.00% | +576+929.0% | Added |
| Northwestern Mutual Wealth Management Co | 883 | $48.7K | 0.00% | −3,007−77.3% | Reduced |
| KBC Group NV | 1,011 | $56.0K | 0.00% | −1,167−53.6% | Reduced |
| CWM, LLC | 1,164 | $64.0K | 0.00% | −88−7.0% | Reduced |
| Amalgamated Bank | 1,279 | $70.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,274 | $70.2K | 0.00% | +1,274 | New |
| Duncker Streett & Co Inc | 1,300 | $71.6K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,340 | $73.8K | 0.02% | −1,082−44.7% | Reduced |
| Comerica Bank | 1,738 | $95.7K | 0.00% | −66−3.7% | Reduced |
| Hamilton Capital Partners Inc. | 1,968 | $108.4K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,182 | $120.2K | 0.00% | +1,123+106.0% | Added |
| Atwood & Palmer Inc | 2,460 | $135.5K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 3,190 | $175.8K | 0.00% | −491−13.3% | Reduced |
| New York State Teachers Retirement System | 3,388 | $187.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,461 | $190.7K | 0.01% | +2,423+233.4% | Added |
| Nomura Holdings Inc | 3,641 | $200.6K | 0.00% | −74,997−95.4% | Reduced |
| Atria Investments LLC | 3,724 | $205.2K | 0.00% | −8−0.2% | Reduced |
| Balyasny Asset Management LLC | 3,782 | $208.4K | 0.00% | +3,782 | New |
| Ameritas Investment Partners, Inc. | 3,873 | $213.4K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,890 | $214.3K | 0.01% | −6,302−61.8% | Reduced |
| US Bancorp | 3,934 | $216.8K | 0.00% | +8+0.2% | Added |
| Dakota Wealth Management | 4,048 | $223.0K | 0.00% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 4,058 | $223.6K | 0.32% | −2,761−40.5% | Reduced |
| Meritage Portfolio Management | 4,070 | $224.3K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,102 | $226.0K | 0.01% | −814−16.6% | Reduced |
| Jump Financial, LLC | 4,179 | $230.3K | 0.00% | +4,179 | New |
| Graham Capital Management, L.P. | 4,186 | $230.6K | 0.01% | +4,186 | New |
| Clearstead Advisors, LLC | 4,340 | $239.1K | 0.00% | +177+4.3% | Added |
| Quantinno Capital Management LP | 4,422 | $243.7K | 0.00% | +629+16.6% | Added |
| CIBC World Markets Corp | 4,522 | $249.2K | 0.00% | −3,578−44.2% | Reduced |
| Chicago Partners Investment Group LLC | 4,386 | $252.9K | 0.01% | +23+0.5% | Added |
| Integrated Investment Consultants, LLC | 4,679 | $257.8K | 0.05% | −3,902−45.5% | Reduced |
| Two Sigma Investments, LP | 4,680 | $257.9K | 0.00% | −1,000−17.6% | Reduced |
| Public Employees Retirement System of Ohio | 4,792 | $264.0K | 0.00% | −34−0.7% | Reduced |
| Quantbot Technologies LP | 4,885 | $269.2K | 0.01% | +4,885 | New |
| Pictet Asset Management Holding SA | 5,264 | $290.0K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 5,423 | $298.8K | 0.00% | +25+0.5% | Added |
| EP Wealth Advisors, LLC | 5,477 | $301.8K | 0.00% | −704−11.4% | Reduced |
| Bailard, Inc. | 5,500 | $303.1K | 0.01% | +5,500 | New |
| Ieq Capital, LLC | 5,508 | $303.5K | 0.00% | +663+13.7% | Added |
| Parkside Financial Bank & Trust | 5,518 | $304.0K | 0.03% | −4−0.1% | Reduced |
| Weaver Consulting Group | 5,612 | $309.2K | 0.09% | 00.0% | Unchanged |
| Claris Advisors, LLC | 5,633 | $310.4K | 0.11% | +3+0.1% | Added |
| Trilogy Capital Inc. | 5,713 | $314.8K | 0.02% | 00.0% | Unchanged |
| First Foundation Advisors | 5,870 | $323.4K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5,891 | $330.5K | 0.00% | −341−5.5% | Reduced |
| Pure Financial Advisors, Inc. | 6,073 | $334.6K | 0.01% | +19+0.3% | Added |
| Buckingham Strategic Partners | 6,289 | $346.6K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 6,370 | $351.0K | 0.00% | −7−0.1% | Reduced |
| Courier Capital LLC | 6,416 | $353.5K | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 6,418 | $353.6K | 0.00% | +78+1.2% | Added |
| LPL Financial LLC | 6,885 | $379.4K | 0.00% | −242−3.4% | Reduced |
| Advisors Asset Management, Inc. | 7,058 | $388.9K | 0.01% | +158+2.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,880 | $394.6K | 0.00% | −760−9.9% | Reduced |
| KLP Kapitalforvaltning AS | 7,200 | $396.7K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 7,371 | $406.1K | 0.03% | −1,543−17.3% | Reduced |
| ProShare Advisors LLC | 7,526 | $414.7K | 0.00% | −377−4.8% | Reduced |
| Keybank National Association | 7,679 | $423.1K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 7,681 | $423.2K | 0.04% | +7,526+4,855.5% | Added |
| Handelsbanken Fonder AB | 7,837 | $432.0K | 0.00% | 00.0% | Unchanged |