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 2025
Institutional positions in Enterprise Financial Services Corp as of Dec 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
- 244
- +3 vs. Q3 2025
- Shares held
- 30.0M
- −350.5K (−1.2%) vs. Q3 2025
- Total value
- $1.62B
- −$139.7M (−7.9%) vs. Q3 2025
- New holders
- 30
- 74 more added
- Sold out
- 27
- 100 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Enterprise Financial Services Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Orion Capital Management LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 2 | $108 | 0.00% | −1−33.3% | Reduced |
| SJS Investment Consulting Inc. | 3 | $162 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $216 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4 | $216 | 0.00% | +4 | New |
| Keating Financial Advisory Services, Inc. | 5 | $270 | 0.00% | +5 | New |
| Massmutual Trust Co FSB | 7 | $378 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $540 | 0.00% | +2+25.0% | Added |
| Torren Management, LLC | 11 | $617 | 0.00% | +11 | New |
| Rothschild Investment LLC | 22 | $1.19K | 0.00% | −8−26.7% | Reduced |
| Bell Investment Advisors, Inc | 23 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 23 | $1.24K | 0.00% | +9+64.3% | Added |
| Bogart Wealth, LLC | 30 | $1.62K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 31 | $1.67K | 0.00% | −82−72.6% | Reduced |
| Westfuller Advisors, LLC | 33 | $1.78K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 44 | $2.38K | 0.00% | +4+10.0% | Added |
| Sunbelt Securities, Inc. | 45 | $2.43K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 54 | $2.92K | 0.00% | −16−22.9% | Reduced |
| Essential Partners LLC | 64 | $3.46K | 0.00% | −24−27.3% | Reduced |
| Hantz Financial Services, Inc. | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 77 | $4.16K | 0.00% | −43−35.8% | Reduced |
| IFP Advisors, Inc | 81 | $4.37K | 0.00% | −4−4.7% | Reduced |
| SRS Capital Advisors, Inc. | 83 | $4.48K | 0.00% | −4,917−98.3% | Reduced |
| Farther Finance Advisors, LLC | 88 | $4.75K | 0.00% | +88 | New |
| Brown Brothers Harriman & Co | 89 | $4.81K | 0.00% | +89 | New |
| Danske Bank A/S | 100 | $5.40K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 104 | $5.62K | 0.00% | −102−49.5% | Reduced |
| Quarry LP | 108 | $5.83K | 0.00% | −143−57.0% | Reduced |
| True Wealth Design, LLC | 108 | $5.83K | 0.00% | −6−5.3% | Reduced |
| LRI Investments, LLC | 110 | $5.94K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 147 | $7.94K | 0.00% | +147 | New |
| Covestor Ltd | 155 | $9.00K | 0.00% | −1−0.6% | Reduced |
| Los Angeles Capital Management LLC | 202 | $10.6K | 0.00% | +202 | New |
| LM Advisors LLC | 585 | $10.8K | 0.22% | −10,247−94.6% | Reduced |
| Umb Bank N A | 214 | $11.6K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 228 | $12.0K | 0.00% | −4−1.7% | Reduced |
| Eastern Bank | 228 | $12.3K | 0.00% | +228 | New |
| TD Waterhouse Canada Inc. | 265 | $14.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 272 | $14.7K | 0.00% | −89−24.7% | Reduced |
| The PNC Financial Services Group, Inc. | 299 | $16.1K | 0.00% | −2,248−88.3% | Reduced |
| Fiduciary Advisors, Inc. | 299 | $16.2K | 0.01% | +1+0.3% | Added |
| Maseco LLP | 305 | $16.4K | 0.00% | +305 | New |
| Smartleaf Asset Management LLC | 338 | $18.5K | 0.00% | +179+112.6% | Added |
| Rockefeller Capital Management L.P. | 374 | $20.2K | 0.00% | +310+484.4% | Added |
| Jones Financial Companies LLLP | 392 | $21.2K | 0.00% | −189−32.5% | Reduced |
| EverSource Wealth Advisors, LLC | 470 | $25.4K | 0.00% | −305−39.4% | Reduced |
| Versant Capital Management, Inc | 511 | $27.6K | 0.00% | −93−15.4% | Reduced |
| Emerald Advisers, LLC | 530 | $28.6K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 617 | $33.0K | 0.00% | +617 | New |
| Wellington Grp LLC | 653 | $35.3K | 0.01% | +653 | New |
| First Horizon Corp | 708 | $38.2K | 0.00% | +253+55.6% | Added |
| Signaturefd, LLC | 812 | $43.8K | 0.00% | +320+65.0% | Added |
| Northwestern Mutual Wealth Management Co | 844 | $45.6K | 0.00% | +11+1.3% | Added |
| Duncker Streett & Co Inc | 1,100 | $59.4K | 0.01% | −164−13.0% | Reduced |
| Amalgamated Bank | 1,153 | $62.0K | 0.00% | −126−9.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,250 | $67.5K | 0.00% | −216−14.7% | Reduced |
| KBC Group NV | 1,542 | $83.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 1,672 | $90.0K | 0.00% | +74+4.6% | Added |
| CWM, LLC | 1,739 | $94.0K | 0.00% | −1,254−41.9% | Reduced |
| Kestra Advisory Services, LLC | 1,838 | $99.2K | 0.00% | +1,838 | New |
| Comerica Bank | 1,995 | $107.8K | 0.00% | −46−2.3% | Reduced |
| Royal Bank of Canada | 2,089 | $113.0K | 0.00% | −5,331−71.8% | Reduced |
| Quadrant Capital Group LLC | 2,317 | $125.1K | 0.00% | +2,126+1,113.1% | Added |
| Atwood & Palmer Inc | 2,460 | $132.8K | 0.01% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 2,830 | $152.8K | 0.13% | +2,830 | New |
| Federated Hermes, Inc. | 2,890 | $156.1K | 0.00% | +259+9.8% | Added |
| Ameritas Investment Partners, Inc. | 3,066 | $165.6K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 3,276 | $177.0K | 0.00% | −9,917−75.2% | Reduced |
| Balyasny Asset Management LLC | 3,966 | $214.2K | 0.00% | −3,362−45.9% | Reduced |
| US Bancorp | 3,974 | $214.6K | 0.00% | −58−1.4% | Reduced |
| Advisors Asset Management, Inc. | 4,043 | $218.3K | 0.00% | −1,352−25.1% | Reduced |
| Dakota Wealth Management | 4,048 | $218.6K | 0.00% | 00.0% | Unchanged |
| Meritage Portfolio Management | 4,070 | $219.8K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 4,177 | $225.6K | 0.00% | −9,756−70.0% | Reduced |
| Atria Investments LLC | 4,191 | $226.3K | 0.00% | −1,755−29.5% | Reduced |
| Chicago Partners Investment Group LLC | 4,440 | $246.9K | 0.01% | +22+0.5% | Added |
| Entropy Technologies, LP | 4,600 | $248.4K | 0.01% | +4,600 | New |
| Jump Financial, LLC | 4,639 | $250.5K | 0.00% | +4,639 | New |
| Integrated Investment Consultants, LLC | 4,678 | $252.6K | 0.05% | −10.0% | Reduced |
| Public Employees Retirement System of Ohio | 4,810 | $259.7K | 0.00% | +13+0.3% | Added |
| Parkside Financial Bank & Trust | 4,874 | $263.2K | 0.02% | +1,006+26.0% | Added |
| Bailard, Inc. | 5,000 | $270.0K | 0.01% | +5,000 | New |
| Cerity Partners LLC | 5,103 | $275.6K | 0.00% | +94+1.9% | Added |
| Pictet Asset Management Holding SA | 5,264 | $284.3K | 0.00% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 5,468 | $295.3K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 5,600 | $302.4K | 0.00% | +5,600 | New |
| Weaver Consulting Group | 5,612 | $303.0K | 0.07% | 00.0% | Unchanged |
| Cornerstone Planning, LLC | 5,746 | $310.3K | 0.07% | +5,746 | New |
| First Foundation Advisors | 5,870 | $317.0K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 6,000 | $324.0K | 0.00% | +6,000 | New |
| MQS Management LLC | 6,071 | $327.8K | 0.19% | +6,071 | New |
| Pure Financial Advisors, Inc. | 6,112 | $330.1K | 0.00% | +21+0.3% | Added |
| CI Private Wealth, LLC | 6,159 | $332.6K | 0.00% | +6,159 | New |
| LPL Financial LLC | 6,296 | $340.0K | 0.00% | −484−7.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,392 | $345.5K | 0.00% | +559+9.6% | Added |
| Courier Capital LLC | 6,416 | $346.5K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 6,552 | $360.5K | 0.00% | −1,270−16.2% | Reduced |
| Two Sigma Investments, LP | 6,680 | $360.7K | 0.00% | +2,600+63.7% | Added |