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Enterprise Financial Services (EFSC) Institutional Ownership

Enterprise Financial Services logo
$59.37 +0.89 (+1.52%)
Closing price 04:00 PM Eastern
Extended Trading
$59.35 -0.02 (-0.03%)
As of 04:56 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Enterprise Financial Services (NASDAQ:EFSC)

Current
Institutional Ownership
Percentage
72.21%
Number of
Institutional Buyers
(last 12 months)
134
Total
Institutional Inflows
(last 12 months)
$218.81M
Number of
Institutional Sellers
(last 12 months)
115
Total
Institutional Outflows
(last 12 months)
$121.14M
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EFSC Institutional Buying and Selling by Quarter

Enterprise Financial Services Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2026Inceptionr LLC9,023$488K0.1%N/A0.025%
5/14/2026Sei Investments Co.79,512$4.30M0.0%+15.1%0.217%
5/14/2026Lido Advisors LLC20,409$1.10M0.0%+220.4%0.056%
5/13/2026Cetera Investment Advisers9,434$510K0.0%+3.7%0.026%
5/13/2026First Trust Advisors LP1,226,799$66.38M0.0%-16.6%3.353%
5/7/2026 Dimensional Fund Advisors LP2,188,766$118.44M0.0%+3.1%5.941%
5/6/2026 Jennison Associates LLC607,892$32.89M0.0%-2.2%1.661%
5/6/2026 Jag Capital Management LLC7,905$428K0.0%-35.1%0.021%
5/6/2026 Allspring Global Investments Holdings LLC7,128$390K0.0%+11.5%0.019%
5/6/2026 Enterprise Financial Services Corp332,562$18.00M9.1%+0.3%0.903%
5/5/2026 Bank of New York Mellon Corp167,178$9.05M0.0%-0.4%0.454%
5/1/2026 Midwest Trust Co33,589$1.82M0.0%-13.1%0.091%
5/1/2026 Fifth Third Bancorp2,010$109K0.0%N/A0.005%
4/27/2026 Y Intercept Hong Kong Ltd8,352$452K0.0%+2.7%0.023%
4/25/2026 Strs Ohio16,200$877K0.0%+51.4%0.044%
4/25/2026 Keybank National Association OH7,623$412K0.0%-4.7%0.021%
4/24/2026 Peregrine Capital Management LLC84,335$4.56M0.2%-8.8%0.229%
4/22/2026 Pictet Asset Management Holding SA6,190$335K0.0%+17.6%0.017%
4/22/2026 Sterling Capital Management LLC6,621$358K0.0%-37.8%0.018%
4/16/2026 SG Americas Securities LLC65,832$3.56M0.0%+123.1%0.179%
3/17/2026 Cornerstone Planning LLC5,746$310K0.1%N/A0.016%
3/9/2026Corient Private Wealth LLC6,159$333K0.0%N/A0.017%
2/19/2026 Invesco Ltd.52,887$2.86M0.0%-16.3%0.143%
2/19/2026Corient Private Wealth LLC6,096$329K0.0%N/A0.016%
2/18/2026EP Wealth Advisors LLC5,600$302K0.0%N/A0.015%
2/18/2026Wellington Management Group LLP2,952,106$159.41M0.1%+12.6%7.977%
2/18/2026Susquehanna Portfolio Strategies LLC23,729$1.28M0.0%-21.8%0.064%
2/18/2026Tudor Investment Corp ET AL72,905$3.94M0.0%+249.1%0.197%
2/18/2026Millennium Management LLC105,077$5.67M0.0%+2,090.9%0.284%
2/18/2026First Manhattan CO. LLC.38,785$2.09M0.0%-4.2%0.105%
2/18/2026Balyasny Asset Management L.P.3,966$214K0.0%-45.9%0.011%
2/18/2026Bridgeway Capital Management LLC316,875$17.11M0.4%-2.9%0.856%
2/17/2026Guggenheim Capital LLC29,635$1.60M0.0%-1.8%0.080%
2/17/2026AQR Capital Management LLC50,952$2.75M0.0%-29.2%0.138%
2/17/2026Cetera Investment Advisers9,101$491K0.0%-22.5%0.025%
2/17/2026Lazard Asset Management LLC24,852$1.34M0.0%+3.9%0.067%
2/17/2026Jump Financial LLC4,639$251K0.0%N/A0.013%
2/17/2026Price T Rowe Associates Inc. MD36,767$1.99M0.0%+7.9%0.099%
2/17/2026California State Teachers Retirement System35,498$1.92M0.0%+2.9%0.096%
2/17/2026 Russell Investments Group Ltd.140,629$7.59M0.0%+9.0%0.380%
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2/17/2026ExodusPoint Capital Management LP20,396$1.10M0.0%-41.9%0.055%
2/17/2026Royal Bank of Canada2,089$113K0.0%-71.8%0.006%
2/17/2026Maltese Capital Management LLC55,559$3M0.5%-30.6%0.150%
2/16/2026Squarepoint Ops LLC7,080$382K0.0%-25.1%0.019%
2/16/2026Verition Fund Management LLC28,755$1.55M0.0%N/A0.078%
2/16/2026Panagora Asset Management Inc.23,195$1.25M0.0%-26.4%0.063%
2/16/2026Mariner LLC11,413$616K0.0%-16.4%0.031%
2/16/2026NFJ Investment Group LLC178,250$9.63M0.3%-3.5%0.482%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund39,875$2.15M0.0%N/A0.108%
2/16/2026Kennedy Capital Management LLC218,512$11.80M0.2%+20.1%0.590%
2/16/2026Entropy Technologies LP4,600$248K0.0%N/A0.012%
2/16/2026Barclays PLC78,182$4.22M0.0%+21.2%0.211%
2/16/2026 Aptus Capital Advisors LLC234,247$12.65M0.1%+0.4%0.633%
2/13/2026 Kestra Advisory Services LLC1,838$99K0.0%N/A0.005%
2/13/2026Parkside Financial Bank & Trust4,874$263K0.0%+26.0%0.013%
2/13/2026Marshall Wace LLP7,277$393K0.0%+21.3%0.020%
2/13/2026The Manufacturers Life Insurance Company 17,983$971K0.0%-4.8%0.049%
2/13/2026CANADA LIFE ASSURANCE Co3,276$177K0.0%-75.2%0.009%
2/13/2026Visionary Wealth Advisors38,484$2.08M0.1%-20.0%0.104%
2/13/2026 Stifel Financial Corp20,613$1.11M0.0%-1.9%0.056%
2/13/2026Rafferty Asset Management LLC23,474$1.27M0.0%-18.7%0.063%
2/13/2026First Trust Advisors LP1,471,244$79.45M0.1%+6.0%3.975%
2/13/2026Charles Schwab Investment Management Inc.435,528$23.52M0.0%-3.5%1.177%
2/13/2026State Street Corp1,271,888$68.68M0.0%-2.5%3.437%
2/13/2026 Boston Partners108,294$5.85M0.0%+6.0%0.293%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC93,202$5.03M0.0%+3.4%0.252%
2/13/2026 Wells Fargo & Company MN109,430$5.91M0.0%+10.8%0.296%
2/13/2026 Quadrant Capital Group LLC2,317$125K0.0%+1,113.1%0.006%
2/12/2026Advisors Asset Management Inc.4,043$218K0.0%-25.1%0.011%
2/12/2026MetLife Investment Management LLC20,872$1.13M0.0%-3.8%0.056%
2/12/2026 Dimensional Fund Advisors LP2,122,854$114.64M0.0%-0.4%5.736%
2/12/2026 Federated Hermes Inc.2,890$156K0.0%+9.8%0.008%
2/12/2026 New York State Common Retirement Fund68,451$3.70M0.0%+3.7%0.185%
2/12/2026Campbell & CO Investment Adviser LLC58,675$3.17M0.2%N/A0.159%
2/12/2026Earnest Partners LLC1,488,421$80.38M0.3%-5.5%4.022%
2/12/2026 Moneta Group Investment Advisors LLC95,617$5.16M0.0%-2.7%0.258%
2/12/2026 Swiss National Bank72,964$3.94M0.0%+2.0%0.197%
2/12/2026 Nuveen LLC250,484$13.53M0.0%-43.6%0.677%
2/11/2026CSM Advisors LLC11,341$613K0.0%+38.3%0.031%
2/11/2026Empowered Funds LLC152,610$8.24M0.1%+7.8%0.412%
2/11/2026 Deutsche Bank AG29,034$1.57M0.0%+5.6%0.078%
2/11/2026GW&K Investment Management LLC41,759$2.26M0.0%-4.0%0.113%
2/11/2026 LPL Financial LLC6,296$340K0.0%-7.1%0.017%
2/11/2026Franklin Resources Inc.54,564$2.95M0.0%+3.5%0.147%
2/11/2026Brandywine Global Investment Management LLC66,111$3.57M0.0%-3.5%0.179%
2/11/2026JPMorgan Chase & Co.363,088$19.61M0.0%-7.9%0.981%
2/11/2026Globeflex Capital L P14,579$787K0.1%-14.8%0.039%
2/10/2026Goldman Sachs Group Inc.187,911$10.15M0.0%+12.9%0.508%
2/10/2026 PL Capital Advisors LLC733,329$39.60M12.5%+4.9%1.981%
2/9/2026Geode Capital Management LLC946,996$51.15M0.0%+0.5%2.559%
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2/9/2026 Knights of Columbus Asset Advisors LLC19,488$1.05M0.1%-52.9%0.053%
2/9/2026 AlphaQuest LLC49,847$2.69M0.2%+250.1%0.135%
2/9/2026 Endeavour Capital Advisors Inc.185,240$10.00M2.8%+109.8%0.501%
2/9/2026 Fisher Asset Management LLC133,166$7.19M0.0%-17.2%0.360%
2/9/2026 William Blair Investment Management LLC246,029$13.29M0.0%-57.4%0.665%
2/9/2026 MQS Management LLC6,071$328K0.2%N/A0.016%
2/6/2026EverSource Wealth Advisors LLC470$25K0.0%-39.4%0.001%
2/6/2026 Jag Capital Management LLC12,185$658K0.1%+7.5%0.033%
2/6/2026 Handelsbanken Fonder AB7,337$396K0.0%-6.4%0.020%
2/6/2026 ProShare Advisors LLC6,707$362K0.0%+6.9%0.018%


EFSC Institutional Ownership - Frequently Asked Questions

During the previous two years, 237 institutional investors and hedge funds held shares of Enterprise Financial Services. The most heavily invested institutionals were Wellington Management Group LLP ($159.41M), Vanguard Group Inc. ($128.06M), Dimensional Fund Advisors LP ($118.44M), Earnest Partners LLC ($80.38M), State Street Corp ($68.68M), First Trust Advisors LP ($66.38M), and Thrivent Financial for Lutherans ($53.76M).Learn more on Enterprise Financial Services' institutional investors.

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

Of the 201 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 ($39.03M), Wellington Management Group LLP ($1.04M), Thrivent Financial for Lutherans ($908.36K), Nuveen LLC ($426.14K), American Century Companies Inc. ($276.54K), Raymond James Financial Inc. ($267.95K), and Vanguard Group Inc. ($253.05K).

Institutional investors have bought a total of 3,940,697 shares in the last 24 months. This purchase volume represents approximately $218.81M in transactions.

Of the 112 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: William Blair Investment Management LLC ($417.62K), First Trust Advisors LP ($279.79K), Earnest Partners LLC ($205.32K), Nuveen LLC ($193.49K), JPMorgan Chase & Co. ($116.76K), Nomura Holdings Inc. ($75.00K), and Western Financial Corp CA ($55.50K).

Institutional investors have sold a total of 2,199,258 shares in the last 24 months. This volume of shares sold represents approximately $121.14M in transactions.



This page (NASDAQ:EFSC) was last updated on 5/14/2026 by MarketBeat.com Staff.
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