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 2026
Institutional positions in Enterprise Financial Services Corp as of Jun 30, 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
- 266
- +7 vs. Q1 2026
- Shares held
- 30.5M
- +93.3K (+0.3%) vs. Q1 2026
- Total value
- $2.01B
- +$363.3M (+22.1%) vs. Q1 2026
- New holders
- 32
- 116 more added
- Sold out
- 25
- 69 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Enterprise Financial Services Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $66 | 0.00% | −109−99.1% | Reduced |
| Orion Capital Management LLC | 1 | $66 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $66 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $132 | 0.00% | +1+100.0% | Added |
| CoreCap Advisors, LLC | 3 | $198 | 0.00% | +1+50.0% | Added |
| Rialto Wealth Management, LLC | 3 | $198 | 0.00% | +2+200.0% | Added |
| Silver Grove Financial Group, Inc. | 4 | $264 | 0.00% | +4 | New |
| Fortitude Family Office, LLC | 5 | $329 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 5 | $329 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $330 | 0.00% | +2+66.7% | Added |
| Clearstead Advisors, LLC | 6 | $396 | 0.00% | +6 | New |
| Massmutual Trust Co FSB | 7 | $461 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 7 | $462 | 0.00% | +7 | New |
| JFS Wealth Advisors, LLC | 10 | $659 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 11 | $725 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 11 | $725 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 12 | $762 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $1.00K | 0.00% | −149−93.1% | Reduced |
| Westfuller Advisors, LLC | 23 | $1.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $1.52K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 23 | $1.52K | 0.00% | +23 | New |
| TD Capital Management LLC | 28 | $1.87K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 29 | $1.91K | 0.00% | +29 | New |
| Bogart Wealth, LLC | 30 | $1.98K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 39 | $2.57K | 0.00% | −16−29.1% | Reduced |
| Clear Street Markets LLC | 43 | $2.83K | 0.00% | −252−85.4% | Reduced |
| Hantz Financial Services, Inc. | 45 | $3.00K | 0.00% | −31−40.8% | Reduced |
| Parallel Advisors, LLC | 54 | $3.56K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 58 | $3.82K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $3.95K | 0.00% | +26+76.5% | Added |
| Brown Brothers Harriman & Co | 73 | $4.81K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 89 | $5.86K | 0.00% | −13−12.7% | Reduced |
| True Wealth Design, LLC | 103 | $6.79K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 100 | $7.00K | 0.00% | +100 | New |
| IFP Advisors, Inc | 109 | $7.18K | 0.00% | +28+34.6% | Added |
| Allworth Financial LP | 121 | $7.97K | 0.00% | −508−80.8% | Reduced |
| Farther Finance Advisors, LLC | 129 | $8.50K | 0.00% | +33+34.4% | Added |
| Steward Partners Investment Advisory, LLC | 157 | $10.4K | 0.00% | +157 | New |
| Los Angeles Capital Management LLC | 202 | $13.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 214 | $14.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 221 | $14.6K | 0.00% | −254−53.5% | Reduced |
| Kemnay Advisory Services Inc. | 246 | $16.2K | 0.00% | +46+23.0% | Added |
| Optiver Holding B.V. | 250 | $16.5K | 0.00% | +142+131.5% | Added |
| TD Waterhouse Canada Inc. | 265 | $17.8K | 0.00% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 303 | $19.9K | 0.01% | +2+0.7% | Added |
| GAMMA Investing LLC | 361 | $23.8K | 0.00% | +235+186.5% | Added |
| First Horizon Corp | 394 | $26.0K | 0.00% | −154−28.1% | Reduced |
| Smartleaf Asset Management LLC | 447 | $29.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 475 | $31.3K | 0.00% | −331−41.1% | Reduced |
| Versant Capital Management, Inc | 511 | $33.7K | 0.00% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 530 | $34.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 530 | $35.4K | 0.00% | +42+8.6% | Added |
| Nykredit A/S | 587 | $38.7K | 0.00% | +587 | New |
| Nisa Investment Advisors, LLC | 772 | $50.9K | 0.00% | +500+183.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 908 | $59.8K | 0.00% | +32+3.7% | Added |
| Northwestern Mutual Wealth Management Co | 918 | $60.5K | 0.00% | +85+10.2% | Added |
| SRS Capital Advisors, Inc. | 959 | $63.2K | 0.00% | +917+2,183.3% | Added |
| The PNC Financial Services Group, Inc. | 998 | $65.7K | 0.00% | +722+261.6% | Added |
| Duncker Streett & Co Inc | 1,100 | $72.5K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,217 | $80.2K | 0.00% | +492+67.9% | Added |
| KBC Group NV | 1,542 | $102.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 1,672 | $110.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,172 | $143.1K | 0.00% | +162+8.1% | Added |
| Atwood & Palmer Inc | 2,460 | $162.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,612 | $172.1K | 0.00% | +282+12.1% | Added |
| Daytona Street Capital LLC | 2,830 | $184.6K | 0.13% | 00.0% | Unchanged |
| Bailard, Inc. | 3,100 | $204.2K | 0.00% | −11,800−79.2% | Reduced |
| Acadian Asset Management LLC | 3,157 | $207.0K | 0.00% | +3,157 | New |
| Great West Life Assurance Co | 3,276 | $215.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,351 | $220.8K | 0.01% | +285+9.3% | Added |
| Sanctuary Advisors, LLC | 3,506 | $231.0K | 0.00% | +3,506 | New |
| Advisors Asset Management, Inc. | 3,523 | $232.1K | 0.00% | −19−0.5% | Reduced |
| Xponance, Inc. | 3,547 | $233.7K | 0.00% | +3,547 | New |
| Larson Financial Group LLC | 3,552 | $234.0K | 0.01% | +3,545+50,642.9% | Added |
| Atria Investments LLC | 3,556 | $234.3K | 0.00% | −604−14.5% | Reduced |
| Neuberger Berman Group LLC | 3,570 | $235.2K | 0.00% | +3,570 | New |
| DRW Securities, LLC | 3,571 | $235.3K | 0.01% | +3,571 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,663 | $241.3K | 0.00% | +3,663 | New |
| US Bancorp | 3,818 | $251.5K | 0.00% | −223−5.5% | Reduced |
| Federated Hermes, Inc. | 4,007 | $264.0K | 0.00% | +707+21.4% | Added |
| Aigen Investment Management, LP | 4,043 | $266.4K | 0.07% | +4,043 | New |
| Dakota Wealth Management | 4,048 | $266.7K | 0.01% | 00.0% | Unchanged |
| Holocene Advisors, LP | 4,149 | $273.3K | 0.00% | +4,149 | New |
| Victory Capital Management Inc | 4,153 | $273.6K | 0.00% | +25+0.6% | Added |
| Quantbot Technologies LP | 4,414 | $290.8K | 0.01% | −6,264−58.7% | Reduced |
| Chicago Partners Investment Group LLC | 4,538 | $295.1K | 0.01% | +44+1.0% | Added |
| Integrated Investment Consultants, LLC | 4,592 | $302.5K | 0.06% | −23−0.5% | Reduced |
| Parkside Financial Bank & Trust | 4,797 | $316.0K | 0.02% | +11+0.2% | Added |
| ProShare Advisors LLC | 4,835 | $318.5K | 0.00% | −484−9.1% | Reduced |
| Capstone Investment Advisors, LLC | 4,839 | $318.8K | 0.00% | +4,839 | New |
| Public Employees Retirement System of Ohio | 4,871 | $320.9K | 0.00% | +31+0.6% | Added |
| Jump Financial, LLC | 4,928 | $324.7K | 0.00% | +4,928 | New |
| Cornerstone Planning, LLC | 5,178 | $341.1K | 0.08% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 5,468 | $360.2K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 5,528 | $364.2K | 0.00% | −1,388−20.1% | Reduced |
| Weaver Consulting Group | 5,612 | $369.7K | 0.08% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 5,821 | $383.5K | 0.00% | −196−3.3% | Reduced |
| First Foundation Advisors | 5,870 | $386.7K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 6,000 | $395.3K | 0.00% | 00.0% | Unchanged |