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 2026
Institutional positions in Enterprise Financial Services Corp as of Mar 31, 2026. 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
- 262
- +22 vs. Q4 2025
- Shares held
- 30.4M
- +2.83M (+10.3%) vs. Q4 2025
- Total value
- $1.65B
- +$156.7M (+10.5%) vs. Q4 2025
- New holders
- 40
- 88 more added
- Sold out
- 18
- 83 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Enterprise Financial Services Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Orion Capital Management LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $54 | 0.00% | +1 | New |
| Twin Peaks Wealth Advisors, LLC | 1 | $54 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $55 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2 | $108 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 2 | $108 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $163 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5 | $271 | 0.00% | +3+150.0% | Added |
| Massmutual Trust Co FSB | 7 | $379 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $379 | 0.00% | +3+75.0% | Added |
| Ronald Blue Trust, Inc. | 8 | $433 | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 10 | $542 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 11 | $595 | 0.00% | +6+120.0% | Added |
| CVA Family Office, LLC | 11 | $595 | 0.00% | +11 | New |
| Torren Management, LLC | 12 | $622 | 0.00% | +1+9.1% | Added |
| Westfuller Advisors, LLC | 23 | $1.23K | 0.00% | −10−30.3% | Reduced |
| Bell Investment Advisors, Inc | 23 | $1.25K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 28 | $1.52K | 0.00% | +28 | New |
| Bogart Wealth, LLC | 30 | $1.62K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 34 | $1.84K | 0.00% | +12+54.5% | Added |
| SRS Capital Advisors, Inc. | 42 | $2.27K | 0.00% | −41−49.4% | Reduced |
| Sunbelt Securities, Inc. | 45 | $2.44K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 54 | $2.92K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 55 | $2.98K | 0.00% | −9−14.1% | Reduced |
| Bare Financial Services, Inc | 58 | $3.14K | 0.00% | +35+152.2% | Added |
| Brown Brothers Harriman & Co | 73 | $3.95K | 0.00% | −16−18.0% | Reduced |
| Hantz Financial Services, Inc. | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 81 | $4.38K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 96 | $5.25K | 0.00% | +8+9.1% | Added |
| Quarry LP | 102 | $5.52K | 0.00% | −6−5.6% | Reduced |
| True Wealth Design, LLC | 103 | $5.57K | 0.00% | −5−4.6% | Reduced |
| Root Financial Partners, LLC | 107 | $5.79K | 0.00% | +63+143.2% | Added |
| Optiver Holding B.V. | 108 | $5.84K | 0.00% | +4+3.8% | Added |
| LRI Investments, LLC | 110 | $5.95K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 126 | $6.82K | 0.00% | +49+63.6% | Added |
| Covestor Ltd | 160 | $8.00K | 0.01% | +5+3.2% | Added |
| Kemnay Advisory Services Inc. | 200 | $10.8K | 0.00% | +200 | New |
| LM Advisors LLC | 586 | $10.8K | 0.22% | +1+0.2% | Added |
| Los Angeles Capital Management LLC | 202 | $10.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 214 | $11.6K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 228 | $12.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 265 | $14.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 272 | $14.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 276 | $14.9K | 0.00% | −23−7.7% | Reduced |
| Clear Street Markets LLC | 295 | $16.0K | 0.01% | +295 | New |
| Fiduciary Advisors, Inc. | 301 | $16.3K | 0.01% | +2+0.7% | Added |
| Smartleaf Asset Management LLC | 447 | $24.1K | 0.00% | +109+32.2% | Added |
| EverSource Wealth Advisors, LLC | 475 | $25.7K | 0.00% | +5+1.1% | Added |
| Jones Financial Companies LLLP | 488 | $26.0K | 0.00% | +96+24.5% | Added |
| Versant Capital Management, Inc | 511 | $27.6K | 0.00% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 530 | $28.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 548 | $29.7K | 0.00% | −160−22.6% | Reduced |
| Opal Wealth Advisors, LLC | 554 | $30.0K | 0.01% | +554 | New |
| Wellington Grp LLC | 598 | $32.4K | 0.01% | −55−8.4% | Reduced |
| Allworth Financial LP | 629 | $34.0K | 0.00% | +598+1,929.0% | Added |
| Rockefeller Capital Management L.P. | 725 | $39.2K | 0.00% | +351+93.9% | Added |
| Signaturefd, LLC | 806 | $43.6K | 0.00% | −6−0.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 833 | $45.1K | 0.00% | −11−1.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 876 | $47.4K | 0.00% | +259+42.0% | Added |
| Freestone Grove Partners LP | 936 | $50.6K | 0.00% | +936 | New |
| Duncker Streett & Co Inc | 1,100 | $59.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,363 | $73.8K | 0.00% | −376−21.6% | 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% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,010 | $108.7K | 0.00% | +2,010 | New |
| Tower Research Capital LLC (TRC) | 2,330 | $126.1K | 0.00% | +1,080+86.4% | Added |
| Quadrant Capital Group LLC | 2,410 | $130.4K | 0.00% | +93+4.0% | Added |
| Atwood & Palmer Inc | 2,460 | $133.1K | 0.01% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 2,830 | $156.5K | 0.13% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,066 | $165.9K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 3,276 | $178.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,300 | $178.6K | 0.00% | +410+14.2% | Added |
| Advisors Asset Management, Inc. | 3,542 | $191.7K | 0.00% | −501−12.4% | Reduced |
| Aquatic Capital Management LLC | 3,568 | $193.1K | 0.01% | −5,505−60.7% | Reduced |
| US Bancorp | 4,041 | $218.7K | 0.00% | +67+1.7% | Added |
| Dakota Wealth Management | 4,048 | $219.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 4,128 | $223.4K | 0.00% | −49−1.2% | Reduced |
| Atria Investments LLC | 4,160 | $225.1K | 0.00% | −31−0.7% | Reduced |
| Brevan Howard Capital Management LP | 4,444 | $238.7K | 0.00% | +4,444 | New |
| Integrated Investment Consultants, LLC | 4,615 | $249.7K | 0.05% | −63−1.3% | Reduced |
| Chicago Partners Investment Group LLC | 4,494 | $258.7K | 0.01% | +54+1.2% | Added |
| Parkside Financial Bank & Trust | 4,786 | $259.0K | 0.02% | −88−1.8% | Reduced |
| Public Employees Retirement System of Ohio | 4,840 | $261.9K | 0.00% | +30+0.6% | Added |
| Engineers Gate Manager LP | 4,990 | $270.0K | 0.00% | +4,990 | New |
| Cornerstone Planning, LLC | 5,178 | $280.2K | 0.06% | −568−9.9% | Reduced |
| ProShare Advisors LLC | 5,319 | $287.8K | 0.00% | −1,388−20.7% | Reduced |
| LPL Financial LLC | 5,399 | $292.2K | 0.00% | −897−14.2% | Reduced |
| Cerity Partners LLC | 5,442 | $294.5K | 0.00% | +339+6.6% | Added |
| Trilogy Capital Inc. | 5,468 | $295.9K | 0.01% | 00.0% | Unchanged |
| Weaver Consulting Group | 5,612 | $303.7K | 0.07% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 5,614 | $303.8K | 0.00% | +14+0.3% | Added |
| Mirabella Financial Services LLP | 5,741 | $310.6K | 0.03% | −1,823−24.1% | Reduced |
| First Foundation Advisors | 5,870 | $317.6K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 5,966 | $322.8K | 0.01% | +1,366+29.7% | Added |
| Canada Pension Plan Investment Board | 6,000 | $324.7K | 0.00% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 6,017 | $325.6K | 0.00% | −664−9.9% | Reduced |
| Pure Financial Advisors, Inc. | 6,134 | $331.9K | 0.00% | +22+0.4% | Added |
| Pictet Asset Management Holding SA | 6,190 | $334.9K | 0.00% | +926+17.6% | Added |
| Courier Capital LLC | 6,416 | $347.2K | 0.02% | 00.0% | Unchanged |