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Enterprise Financial Services (EFSC) Institutional Ownership

Enterprise Financial Services logo
$57.64 +0.18 (+0.30%)
As of 11:07 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Enterprise Financial Services (NASDAQ:EFSC)

Current
Institutional Ownership
Percentage
72.21%
Number of
Institutional Buyers
(last 12 months)
152
Total
Institutional Inflows
(last 12 months)
$2.46B
Number of
Institutional Sellers
(last 12 months)
96
Total
Institutional Outflows
(last 12 months)
$133.62M
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EFSC Institutional Buying and Selling by Quarter

Enterprise Financial Services Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025Acropolis Investment Management LLC31,480$1.74M0.1%+161.5%0.085%
9/30/2025Cullen Capital Management LLC8,513$469K0.0%-7.9%0.023%
8/26/2025Thrivent Financial for Lutherans392,878$21.65M0.0%+350.6%1.062%
8/18/2025Nomura Holdings Inc.3,641$201K0.0%-95.4%0.010%
8/15/2025CANADA LIFE ASSURANCE Co13,193$728K0.0%+6.6%0.036%
8/15/2025Tower Research Capital LLC TRC 3,461$191K0.0%+233.4%0.009%
8/15/2025Visionary Wealth Advisors57,989$3.20M0.2%+1,009.4%0.157%
8/15/2025Rafferty Asset Management LLC30,085$1.66M0.0%+21.3%0.081%
8/15/2025Lazard Asset Management LLC21,598$1.19M0.0%+71,893.3%0.058%
8/15/2025EP Wealth Advisors LLC5,477$302K0.0%-11.4%0.015%
8/15/2025BNP Paribas Financial Markets9,546$526K0.0%+371.4%0.026%
8/15/2025Bridgeway Capital Management LLC311,614$17.17M0.4%+33.3%0.842%
8/15/2025Bank of America Corp DE306,703$16.90M0.0%+1.8%0.829%
8/15/2025Ameriprise Financial Inc.82,070$4.52M0.0%+5.7%0.222%
8/14/2025Jane Street Group LLC12,415$684K0.0%-12.0%0.034%
8/14/2025California State Teachers Retirement System34,482$1.90M0.0%+1.0%0.093%
8/14/2025Raymond James Financial Inc.108,802$6.00M0.0%-13.8%0.294%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.20,113$1.11M0.0%-7.6%0.054%
8/14/2025The Manufacturers Life Insurance Company 19,516$1.08M0.0%-6.0%0.053%
8/14/2025Sei Investments Co.66,801$3.68M0.0%+1.5%0.181%
8/14/2025Integrated Investment Consultants LLC4,679$258K0.0%-45.5%0.013%
8/14/2025Qube Research & Technologies Ltd178,313$9.83M0.0%+2.0%0.482%
8/14/2025Elizabeth Park Capital Advisors Ltd.42,342$2.33M2.1%N/A0.114%
8/14/2025Federated Hermes Inc.2,182$120K0.0%+106.0%0.006%
8/13/2025Jump Financial LLC4,179$230K0.0%N/A0.011%
8/13/2025Endeavour Capital Advisors Inc.70,753$3.90M1.3%+12.7%0.191%
8/13/2025First Trust Advisors LP1,422,965$78.41M0.1%+1.5%3.847%
8/13/2025Kennedy Capital Management LLC190,184$10.48M0.2%-1.6%0.514%
8/13/2025EverSource Wealth Advisors LLC638$35K0.0%+929.0%0.002%
8/13/2025Guggenheim Capital LLC44,968$2.48M0.0%+14.1%0.122%
8/13/2025Invesco Ltd.70,371$3.88M0.0%-11.8%0.190%
8/13/2025PharVision Advisers LLC4,058$224K0.3%-40.5%0.011%
8/13/2025Arrowstreet Capital Limited Partnership14,633$806K0.0%N/A0.040%
8/13/2025Quantbot Technologies LP4,885$269K0.0%N/A0.013%
8/13/2025Fisher Asset Management LLC162,205$8.94M0.0%-1.0%0.439%
8/13/2025New York State Common Retirement Fund67,465$3.72M0.0%+5.3%0.182%
8/13/2025F m Investments LLC73,611$4.06M0.1%+0.5%0.199%
8/13/2025Hsbc Holdings PLC11,589$642K0.0%-12.7%0.031%
8/13/2025Northwestern Mutual Wealth Management Co.883$49K0.0%-77.3%0.002%
8/13/2025Choreo LLC8,293$457K0.0%-2.1%0.022%
8/13/2025Russell Investments Group Ltd.109,877$6.05M0.0%+21.6%0.297%
8/12/2025Boston Partners107,910$5.95M0.0%+141.7%0.292%
8/12/2025XTX Topco Ltd3,890$214K0.0%-61.8%0.011%
8/12/2025Prudential Financial Inc.29,803$1.75M0.0%+7.0%0.081%
8/12/2025Enterprise Financial Services Corp361,124$19.90M10.6%+3.4%0.976%
8/12/2025American Century Companies Inc.909,044$50.09M0.0%-0.3%2.458%
8/12/2025Rhumbline Advisers63,999$3.53M0.0%+3.4%0.173%
8/12/2025Franklin Resources Inc.53,337$2.94M0.0%+1.6%0.144%
8/12/2025Legal & General Group Plc39,928$2.20M0.0%-2.1%0.108%
8/12/2025Brandywine Global Investment Management LLC71,025$3.91M0.0%-3.8%0.192%
8/12/2025MAI Capital Management40,144$2.21M0.0%+5.4%0.109%
8/12/2025Hillsdale Investment Management Inc.90,000$4.96M0.2%N/A0.243%
8/12/2025JPMorgan Chase & Co.416,822$22.97M0.0%-8.9%1.127%
8/12/2025Swiss National Bank70,564$3.89M0.0%-1.9%0.191%
8/11/2025Empowered Funds LLC125,814$6.93M0.1%+2.0%0.340%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH96,258$5.30M0.0%+8.4%0.260%
8/8/2025Intech Investment Management LLC17,244$950K0.0%-31.2%0.047%
8/8/2025Cetera Investment Advisers9,374$517K0.0%-19.5%0.025%
8/8/2025Creative Planning65,592$3.61M0.0%+14.9%0.177%
8/8/2025SG Americas Securities LLC16,743$923K0.0%+356.7%0.045%
8/8/2025Police & Firemen s Retirement System of New Jersey8,443$465K0.0%+6.3%0.023%
8/8/2025Bailard Inc.5,500$303K0.0%N/A0.015%
8/8/2025Geode Capital Management LLC934,727$51.51M0.0%+0.8%2.527%
8/8/2025PNC Financial Services Group Inc.601$33K0.0%-24.2%0.002%
8/8/2025KBC Group NV1,011$56K0.0%-53.6%0.003%
8/7/2025Boston Partners46,895$2.58M0.0%+5.0%0.127%
8/7/2025ProShare Advisors LLC7,526$415K0.0%-4.8%0.020%
8/7/2025Midwest Trust Co39,200$2.16M0.0%N/A0.106%
8/7/2025CSM Advisors LLC8,505$469K0.0%N/A0.023%
8/7/2025Connor Clark & Lunn Investment Management Ltd.34,533$1.90M0.0%+30.3%0.093%
8/6/2025Savant Capital LLC4,724$260K0.0%N/A0.013%
8/5/2025Hussman Strategic Advisors Inc.42,000$2.31M0.5%N/A0.114%
8/5/2025Connable Office Inc.7,906$436K0.0%-17.0%0.021%
8/5/2025Bank of New York Mellon Corp174,055$9.59M0.0%+1.8%0.471%
8/5/2025Wakefield Asset Management LLLP19,692$1.09M0.3%N/A0.053%
8/1/2025Jennison Associates LLC605,723$33.38M0.0%+5.9%1.640%
8/1/2025Peregrine Capital Management LLC97,293$5.36M0.2%-3.2%0.263%
8/1/2025Teacher Retirement System of Texas17,809$981K0.0%-7.2%0.048%
8/1/2025Envestnet Asset Management Inc.108,478$5.98M0.0%-9.8%0.294%
7/31/2025Oppenheimer Asset Management Inc.26,169$1.44M0.0%-15.0%0.071%
7/31/2025AlphaQuest LLC7,681$423K0.0%+4,855.5%0.021%
7/30/2025Denali Advisors LLC121,924$6.72M0.7%+6.1%0.330%
7/29/2025Mutual of America Capital Management LLC140,743$7.76M0.1%-0.7%0.381%
7/29/2025William Blair Investment Management LLC613,019$33.78M0.1%-7.6%1.660%
7/28/2025Jag Capital Management LLC11,144$614K0.1%+41.0%0.030%
7/25/2025Vest Financial LLC75,866$4.18M0.1%+19.1%0.205%
7/25/2025Allspring Global Investments Holdings LLC5,891$331K0.0%-5.5%0.016%
7/22/2025Knights of Columbus Asset Advisors LLC40,043$2.21M0.1%-2.2%0.108%
7/21/2025Ameritas Advisory Services LLC1,274$70K0.0%N/A0.003%
7/17/2025Western Financial Corp CA534,542$29.45M15.8%-8.5%1.447%
7/16/2025Plancorp LLC96,475$5.32M0.2%-1.0%0.261%
7/10/2025Wealth Enhancement Advisory Services LLC6,880$395K0.0%-9.9%0.019%
6/18/2025Voya Investment Management LLC10,312$554K0.0%-11.4%0.028%
5/29/2025Rhumbline Advisers61,908$3.33M0.0%+5.0%0.168%
5/28/2025Strs Ohio9,100$489K0.0%N/A0.025%
5/20/2025Intech Investment Management LLC25,082$1.35M0.0%+46.1%0.068%
5/20/2025Focus Partners Wealth5,398$290K0.0%+25.1%0.015%
5/19/2025Jane Street Group LLC14,100$758K0.0%-52.9%0.038%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC106,398$5.72M0.0%+10.2%0.288%
5/16/2025Goldman Sachs Group Inc.221,348$11.90M0.0%-19.6%0.599%
(Data available from 1/1/2016 forward)

EFSC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EFSC shares?

During the previous two years, 217 institutional investors and hedge funds held shares of Enterprise Financial Services. The most heavily invested institutionals were PL Capital Advisors LLC ($2.24B), Wellington Management Group LLP ($147.45M), Vanguard Group Inc. ($124.38M), Dimensional Fund Advisors LP ($116.45M), Earnest Partners LLC ($99.33M), First Trust Advisors LP ($78.41M), and State Street Corp ($54.68M).Learn more on Enterprise Financial Services' institutional investors.

What percentage of Enterprise Financial Services' stock is owned by institutional investors?

72.21% of Enterprise Financial Services' stock is owned by institutional investors. Learn more on EFSC's institutional investor holdings.

Which institutional investors have been buying Enterprise Financial Services' stock?

Of the 182 institutional investors that purchased Enterprise Financial Services' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: PL Capital Advisors LLC ($38.99M), Wellington Management Group LLP ($876.27K), Nuveen LLC ($426.14K), Vanguard Group Inc. ($327.84K), Jennison Associates LLC ($317.00K), American Century Companies Inc. ($310.45K), and Thrivent Financial for Lutherans ($305.69K).

How much institutional buying is happening at Enterprise Financial Services?

Institutional investors have bought a total of 43,771,712 shares in the last 24 months. This purchase volume represents approximately $2.46B in transactions.

Which of Enterprise Financial Services' major shareholders have been selling company stock?

Of the 96 institutional investors that sold Enterprise Financial Services' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($801.32K), Janus Henderson Group PLC ($158.00K), F M Investments LLC ($146.00K), Western Financial Corp CA ($116.85K), Phocas Financial Corp. ($107.24K), Millennium Management LLC ($98.70K), and Hotchkis & Wiley Capital Management LLC ($90.85K).

How much institutional selling is happening at Enterprise Financial Services?

Institutional investors have sold a total of 2,449,910 shares in the last 24 months. This volume of shares sold represents approximately $133.62M in transactions.


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This page (NASDAQ:EFSC) was last updated on 10/8/2025 by MarketBeat.com Staff
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