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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 2,612 | $172.1K | 0.00% | +282+12.1% | Added |
| Atwood & Palmer Inc | 2,460 | $162.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,172 | $143.1K | 0.00% | +162+8.1% | Added |
| State of Alaska, Department of Revenue | 1,672 | $110.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,542 | $102.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,217 | $80.2K | 0.00% | +492+67.9% | Added |
| Duncker Streett & Co Inc | 1,100 | $72.5K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 998 | $65.7K | 0.00% | +722+261.6% | Added |
| SRS Capital Advisors, Inc. | 959 | $63.2K | 0.00% | +917+2,183.3% | Added |
| Northwestern Mutual Wealth Management Co | 918 | $60.5K | 0.00% | +85+10.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 908 | $59.8K | 0.00% | +32+3.7% | Added |
| Nisa Investment Advisors, LLC | 772 | $50.9K | 0.00% | +500+183.8% | Added |
| Nykredit A/S | 587 | $38.7K | 0.00% | +587 | New |
| Jones Financial Companies LLLP | 530 | $35.4K | 0.00% | +42+8.6% | Added |
| Emerald Advisers, LLC | 530 | $34.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 511 | $33.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 475 | $31.3K | 0.00% | −331−41.1% | Reduced |
| Smartleaf Asset Management LLC | 447 | $29.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 394 | $26.0K | 0.00% | −154−28.1% | Reduced |
| GAMMA Investing LLC | 361 | $23.8K | 0.00% | +235+186.5% | Added |
| Fiduciary Advisors, Inc. | 303 | $19.9K | 0.01% | +2+0.7% | Added |
| TD Waterhouse Canada Inc. | 265 | $17.8K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 250 | $16.5K | 0.00% | +142+131.5% | Added |
| Kemnay Advisory Services Inc. | 246 | $16.2K | 0.00% | +46+23.0% | Added |
| EverSource Wealth Advisors, LLC | 221 | $14.6K | 0.00% | −254−53.5% | Reduced |
| Umb Bank N A | 214 | $14.1K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 202 | $13.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 157 | $10.4K | 0.00% | +157 | New |
| Farther Finance Advisors, LLC | 129 | $8.50K | 0.00% | +33+34.4% | Added |
| Allworth Financial LP | 121 | $7.97K | 0.00% | −508−80.8% | Reduced |
| IFP Advisors, Inc | 109 | $7.18K | 0.00% | +28+34.6% | Added |
| New York State Teachers Retirement System | 100 | $7.00K | 0.00% | +100 | New |
| True Wealth Design, LLC | 103 | $6.79K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 89 | $5.86K | 0.00% | −13−12.7% | Reduced |
| Brown Brothers Harriman & Co | 73 | $4.81K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $3.95K | 0.00% | +26+76.5% | Added |
| Bare Financial Services, Inc | 58 | $3.82K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 54 | $3.56K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 45 | $3.00K | 0.00% | −31−40.8% | Reduced |
| Clear Street Markets LLC | 43 | $2.83K | 0.00% | −252−85.4% | Reduced |
| Essential Partners LLC | 39 | $2.57K | 0.00% | −16−29.1% | Reduced |
| Bogart Wealth, LLC | 30 | $1.98K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 29 | $1.91K | 0.00% | +29 | New |
| TD Capital Management LLC | 28 | $1.87K | 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 |
| Westfuller Advisors, LLC | 23 | $1.50K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $1.00K | 0.00% | −149−93.1% | Reduced |
| Torren Management, LLC | 12 | $762 | 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 |
| JFS Wealth Advisors, LLC | 10 | $659 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 7 | $462 | 0.00% | +7 | New |
| Massmutual Trust Co FSB | 7 | $461 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6 | $396 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 5 | $330 | 0.00% | +2+66.7% | Added |
| Fortitude Family Office, LLC | 5 | $329 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 5 | $329 | 0.00% | +5 | New |
| Silver Grove Financial Group, Inc. | 4 | $264 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 3 | $198 | 0.00% | +1+50.0% | Added |
| Rialto Wealth Management, LLC | 3 | $198 | 0.00% | +2+200.0% | Added |
| HFM Investment Advisors, LLC | 2 | $132 | 0.00% | +1+100.0% | Added |
| 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 |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −471,145−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −129,103−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −120,129−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −66,270−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −30,199−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −25,327−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −22,933−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −21,483−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −14,340−100.0% | Sold out |
| Clayton Financial Group LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −9,516−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −9,234−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −9,233−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −8,377−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,352−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,614−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −2,410−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −936−100.0% | Sold out |
| Wellington Grp LLC | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |