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 |
|---|---|---|---|---|---|
| Duncker Streett & Co Inc | 1,100 | $59.5K | 0.01% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 936 | $50.6K | 0.00% | +936 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 876 | $47.4K | 0.00% | +259+42.0% | Added |
| Northwestern Mutual Wealth Management Co | 833 | $45.1K | 0.00% | −11−1.3% | Reduced |
| Signaturefd, LLC | 806 | $43.6K | 0.00% | −6−0.7% | Reduced |
| Rockefeller Capital Management L.P. | 725 | $39.2K | 0.00% | +351+93.9% | Added |
| Allworth Financial LP | 629 | $34.0K | 0.00% | +598+1,929.0% | Added |
| Wellington Grp LLC | 598 | $32.4K | 0.01% | −55−8.4% | Reduced |
| Opal Wealth Advisors, LLC | 554 | $30.0K | 0.01% | +554 | New |
| First Horizon Corp | 548 | $29.7K | 0.00% | −160−22.6% | Reduced |
| Emerald Advisers, LLC | 530 | $28.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 511 | $27.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 488 | $26.0K | 0.00% | +96+24.5% | Added |
| EverSource Wealth Advisors, LLC | 475 | $25.7K | 0.00% | +5+1.1% | Added |
| Smartleaf Asset Management LLC | 447 | $24.1K | 0.00% | +109+32.2% | Added |
| Fiduciary Advisors, Inc. | 301 | $16.3K | 0.01% | +2+0.7% | Added |
| Clear Street Markets LLC | 295 | $16.0K | 0.01% | +295 | New |
| The PNC Financial Services Group, Inc. | 276 | $14.9K | 0.00% | −23−7.7% | Reduced |
| Nisa Investment Advisors, LLC | 272 | $14.7K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 265 | $14.4K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 228 | $12.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 214 | $11.6K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 202 | $10.9K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 586 | $10.8K | 0.22% | +1+0.2% | Added |
| Kemnay Advisory Services Inc. | 200 | $10.8K | 0.00% | +200 | New |
| Covestor Ltd | 160 | $8.00K | 0.01% | +5+3.2% | Added |
| GAMMA Investing LLC | 126 | $6.82K | 0.00% | +49+63.6% | Added |
| LRI Investments, LLC | 110 | $5.95K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 108 | $5.84K | 0.00% | +4+3.8% | Added |
| Root Financial Partners, LLC | 107 | $5.79K | 0.00% | +63+143.2% | Added |
| True Wealth Design, LLC | 103 | $5.57K | 0.00% | −5−4.6% | Reduced |
| Quarry LP | 102 | $5.52K | 0.00% | −6−5.6% | Reduced |
| Farther Finance Advisors, LLC | 96 | $5.25K | 0.00% | +8+9.1% | Added |
| IFP Advisors, Inc | 81 | $4.38K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 73 | $3.95K | 0.00% | −16−18.0% | Reduced |
| Bare Financial Services, Inc | 58 | $3.14K | 0.00% | +35+152.2% | Added |
| Essential Partners LLC | 55 | $2.98K | 0.00% | −9−14.1% | Reduced |
| Parallel Advisors, LLC | 54 | $2.92K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 45 | $2.44K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 42 | $2.27K | 0.00% | −41−49.4% | Reduced |
| Rothschild Investment LLC | 34 | $1.84K | 0.00% | +12+54.5% | Added |
| Bogart Wealth, LLC | 30 | $1.62K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 28 | $1.52K | 0.00% | +28 | New |
| Bell Investment Advisors, Inc | 23 | $1.25K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 23 | $1.23K | 0.00% | −10−30.3% | Reduced |
| Torren Management, LLC | 12 | $622 | 0.00% | +1+9.1% | Added |
| Keating Financial Advisory Services, Inc. | 11 | $595 | 0.00% | +6+120.0% | Added |
| CVA Family Office, LLC | 11 | $595 | 0.00% | +11 | New |
| JFS Wealth Advisors, LLC | 10 | $542 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 8 | $433 | 0.00% | +8 | New |
| Massmutual Trust Co FSB | 7 | $379 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $379 | 0.00% | +3+75.0% | Added |
| Fortitude Family Office, LLC | 5 | $271 | 0.00% | +3+150.0% | Added |
| SJS Investment Consulting Inc. | 3 | $163 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2 | $108 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 2 | $108 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 1 | $55 | 0.00% | 00.0% | Unchanged |
| 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 |
| F/M Investments LLC | 0 | $0 | 0.00% | −86,597−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −49,847−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −36,225−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −28,755−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −10,317−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −7,598−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −7,080−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −6,552−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −6,071−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,639−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −3,966−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,838−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −1,153−100.0% | Sold out |
| Maseco LLP | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| Eurizon Capital SGR S.p.A. | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |
| Meritage Portfolio Management | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |