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GOOGL   137.57 (-4.44%)
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NVDA   790.92 (+0.35%)
NIO   5.65 (+4.63%)
AMD   176.01 (-0.29%)
BABA   76.51 (+0.72%)
T   16.59 (-1.25%)
F   11.95 (-1.57%)
MU   89.46 (+4.02%)
CGC   3.47 (+3.27%)
GE   154.77 (+0.94%)
DIS   107.69 (-0.05%)
AMC   4.45 (+0.23%)
PFE   27.18 (-2.09%)
PYPL   59.33 (+0.29%)
XOM   104.25 (+0.39%)
S&P 500   5,069.53 (-0.38%)
DOW   39,069.23 (-0.16%)
QQQ   436.55 (-0.05%)
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MSFT   407.54 (-0.68%)
META   481.74 (-0.47%)
GOOGL   137.57 (-4.44%)
AMZN   174.73 (-0.15%)
TSLA   199.40 (+3.87%)
NVDA   790.92 (+0.35%)
NIO   5.65 (+4.63%)
AMD   176.01 (-0.29%)
BABA   76.51 (+0.72%)
T   16.59 (-1.25%)
F   11.95 (-1.57%)
MU   89.46 (+4.02%)
CGC   3.47 (+3.27%)
GE   154.77 (+0.94%)
DIS   107.69 (-0.05%)
AMC   4.45 (+0.23%)
PFE   27.18 (-2.09%)
PYPL   59.33 (+0.29%)
XOM   104.25 (+0.39%)

Enterprise Financial Services (EFSC) Institutional Ownership

$39.66
-1.17 (-2.87%)
(As of 02/26/2024 ET)

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

Current
Institutional Ownership
Percentage
71.35%
Number of
Institutional Buyers
(last 12 months)
132
Total
Institutional Inflows
(last 12 months)
$184.25 M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$165.43 M
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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
2/26/2024Virtu Financial LLC4,848$0.22M0.0%N/A0.013%
2/26/2024Teachers Retirement System of The State of Kentucky44,155$1.97M0.0%+31.4%0.118%
2/16/2024Price T Rowe Associates Inc. MD23,555$1.05M0.0%+32.8%0.063%
2/15/2024NFJ Investment Group LLC94,665$4.23M0.1%-15.9%0.253%
2/15/2024Barclays PLC96,032$4.29M0.0%+37.3%0.257%
2/15/2024Vanguard Group Inc.1,994,848$89.07M0.0%+2.5%5.335%
2/15/2024Voloridge Investment Management LLC17,711$0.79M0.0%-60.8%0.047%
2/15/2024Voya Investment Management LLC15,039$0.67M0.0%-32.9%0.040%
2/15/2024Nuveen Asset Management LLC385,499$17.21M0.0%+4.8%1.031%
2/15/2024Occudo Quantitative Strategies LP8,213$0.37M0.0%N/A0.022%
2/15/2024Price T Rowe Associates Inc. MD23,555$1.05M0.0%+32.8%0.063%
2/15/2024BHZ Capital Management LP15,503$0.69M0.4%N/A0.041%
2/15/2024Bridgeway Capital Management LLC206,978$9.24M0.2%+4.4%0.554%
2/15/2024Buckingham Strategic Wealth LLC7,403$0.33M0.0%-6.3%0.020%
2/15/2024Comerica Bank1,978$88K0.0%+179.4%0.005%
2/14/2024Royal Bank of Canada15,989$0.71M0.0%+29.7%0.043%
2/14/2024LM Advisors LLC10,832$0.48M0.1%N/A0.029%
2/14/2024Point72 Asset Management L.P.3,500$0.16M0.0%+133.3%0.009%
2/14/2024Creative Planning31,013$1.39M0.0%-2.8%0.083%
2/14/2024Cubist Systematic Strategies LLC41,938$1.87M0.0%-48.9%0.112%
2/14/2024Putnam Investments LLC25,504$1.14M0.0%-3.0%0.068%
2/14/2024Cullen Capital Management LLC8,493$0.38M0.0%N/A0.023%
2/14/2024Sei Investments Co.88,808$3.97M0.0%+0.4%0.238%
2/14/2024Shell Asset Management Co.5,987$0.27M0.0%-23.1%0.016%
2/13/2024Envestnet Asset Management Inc.113,055$5.05M0.0%-1.5%0.302%
2/13/2024Northern Trust Corp473,121$21.13M0.0%+2.7%1.265%
2/13/2024Tower Research Capital LLC TRC 10,100$0.45M0.0%+738.9%0.027%
2/13/2024First Trust Advisors LP119,375$5.33M0.0%+6.8%0.319%
2/13/2024Goldman Sachs Group Inc.196,679$8.78M0.0%-21.4%0.526%
2/13/2024Hudson Edge Investment Partners Inc.11,094$0.50M0.1%-3.2%0.030%
2/13/2024Rafferty Asset Management LLC33,070$1.48M0.0%+25.8%0.088%
2/13/2024California State Teachers Retirement System39,301$1.76M0.0%-4.1%0.105%
2/12/2024Elizabeth Park Capital Advisors Ltd.54,826$2.45M1.7%-32.5%0.147%
2/12/2024Stifel Financial Corp23,832$1.06M0.0%+6.7%0.064%
2/12/2024Connable Office Inc.9,219$0.41M0.0%N/A0.025%
2/12/2024Hsbc Holdings PLC10,496$0.47M0.0%-43.1%0.028%
2/9/2024Commerce Bank21,885$0.98M0.0%-72.9%0.059%
2/9/2024Enterprise Financial Services Corp404,058$18.04M11.0%+16.8%1.081%
2/9/2024GW&K Investment Management LLC57,805$2.58M0.0%-1.7%0.155%
2/9/2024Quest Partners LLC18,826$0.84M0.2%N/A0.050%
2/9/2024Corient Private Wealth LLC5,002$0.22M0.0%N/A0.013%
2/9/2024UBS Group AG52,740$2.36M0.0%+96.8%0.141%
2/9/2024PNC Financial Services Group Inc.696$31K0.0%-52.6%0.002%
2/8/2024Great Lakes Advisors LLC99,057$4.42M0.0%-21.3%0.265%
2/7/2024Principal Financial Group Inc.15,628$0.70M0.0%+16.3%0.042%
2/7/2024Dimensional Fund Advisors LP1,912,329$85.39M0.0%+5.5%5.115%
2/7/2024BNP Paribas Financial Markets17,359$0.78M0.0%-7.2%0.046%
2/7/2024Teacher Retirement System of Texas18,832$0.84M0.0%-38.4%0.050%
2/7/2024Mesirow Institutional Investment Management Inc.303,706$13.56M1.3%+7.1%0.812%
2/6/2024Charles Schwab Investment Management Inc.410,498$18.33M0.0%-0.2%1.098%
2/6/2024Amalgamated Bank3,151$0.14M0.0%-10.2%0.008%
2/6/2024Swiss National Bank73,764$3.29M0.0%-10.1%0.197%
2/6/2024Fisher Asset Management LLC54,162$2.42M0.0%-4.8%0.145%
2/5/2024Victory Capital Management Inc.12,939$0.58M0.0%-14.1%0.035%
2/5/2024Russell Investments Group Ltd.81,964$3.66M0.0%-3.2%0.219%
2/2/2024PL Capital Advisors LLC723,829$32.32M11.2%-6.1%1.936%
2/1/2024Jennison Associates LLC411,256$18.36M0.0%+34.3%1.100%
1/31/2024Knights of Columbus Asset Advisors LLC96,170$4.29M0.3%+94.6%0.257%
1/31/2024Federated Hermes Inc.4,771$0.21M0.0%-14.0%0.013%
1/30/2024Cornercap Investment Counsel Inc.24,071$1.08M0.2%-2.2%0.064%
1/30/2024Strs Ohio4,600$0.21M0.0%+9.5%0.012%
1/30/2024Phocas Financial Corp.228,840$10.22M1.4%+1.8%0.612%
1/26/2024Mutual of America Capital Management LLC151,508$6.77M0.1%-1.7%0.405%
1/26/2024Peregrine Capital Management LLC136,106$6.08M0.2%-25.0%0.364%
1/25/2024Allspring Global Investments Holdings LLC4,010$0.18M0.0%+8.8%0.011%
1/25/2024Western Financial Corp CA656,911$29.33M19.6%-1.0%1.757%
1/24/2024Mirae Asset Global Investments Co. Ltd.16,338$0.73M0.0%+5.5%0.044%
1/16/2024Acropolis Investment Management LLC7,509$0.34M0.0%-20.8%0.020%
1/11/2024Ziegler Capital Management LLC100,273$4.48M0.2%-36.3%0.268%
1/10/2024Cornerstone Wealth Management LLC13,526$0.60M0.1%-14.2%0.036%
12/18/2023Vanguard Group Inc.1,946,265$72.99M0.0%+0.8%5.206%
12/6/2023Citigroup Inc.18,912$0.71M0.0%-49.6%0.051%
12/1/2023Wellington Management Group LLP2,144,988$80.44M0.0%+11.5%5.737%
11/30/2023American Century Companies Inc.349,266$13.10M0.0%+14.7%0.934%
11/24/2023Deutsche Bank AG18,395$0.69M0.0%+10.7%0.049%
11/21/2023Comerica Bank708$27K0.0%N/A0.002%
11/16/2023Creative Planning31,912$1.20M0.0%+2.8%0.085%
11/16/2023Tudor Investment Corp Et Al30,922$1.16M0.0%+54.8%0.083%
11/16/2023Moneta Group Investment Advisors LLC85,784$3.22M0.1%+6.2%0.229%
11/15/2023The Manufacturers Life Insurance Company 18,610$0.70M0.0%+29.5%0.050%
11/15/2023Royal Bank of Canada12,324$0.46M0.0%+26.4%0.033%
11/15/2023Sei Investments Co.88,453$3.32M0.0%-6.8%0.237%
11/15/2023JPMorgan Chase & Co.486,673$18.25M0.0%+1.1%1.302%
11/15/2023Kennedy Capital Management LLC287,247$10.77M0.3%-7.5%0.768%
11/15/2023Legal & General Group Plc33,449$1.25M0.0%-0.8%0.089%
11/15/2023Earnest Partners LLC2,019,706$75.74M0.4%-3.4%5.402%
11/15/2023EJF Capital LLC79,928$3M1.3%-7.0%0.214%
11/15/2023Endeavour Capital Advisors Inc.49,727$1.87M0.7%N/A0.133%
11/15/2023Alps Advisors Inc.8,757$0.33M0.0%+38.2%0.023%
11/15/2023Ameriprise Financial Inc.71,348$2.68M0.0%-39.8%0.191%
11/15/2023AQR Capital Management LLC67,224$2.52M0.0%N/A0.180%
11/14/2023Lazard Asset Management LLC12,573$0.47M0.0%+79.8%0.034%
11/14/2023California State Teachers Retirement System40,994$1.54M0.0%-6.9%0.110%
11/14/2023Tower Research Capital LLC TRC 1,204$45K0.0%+91.7%0.003%
11/14/2023Qube Research & Technologies Ltd92,174$3.46M0.0%+22.6%0.247%
11/14/2023Trexquant Investment LP14,018$0.53M0.0%+6.8%0.037%
11/14/2023Mutual Advisors LLC25,068$0.94M0.0%+2.9%0.067%
11/13/2023Connor Clark & Lunn Investment Management Ltd.5,814$0.22M0.0%N/A0.016%
11/13/2023Northern Trust Corp460,469$17.27M0.0%+0.8%1.232%
11/13/2023Federated Hermes Inc.5,546$0.21M0.0%+33.5%0.015%
(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, 223 institutional investors and hedge funds held shares of Enterprise Financial Services. The most heavily invested institutionals were BlackRock Inc. ($131.78M), Vanguard Group Inc. ($89.07M), Dimensional Fund Advisors LP ($85.39M), Wellington Management Group LLP ($80.44M), Earnest Partners LLC ($75.74M), State Street Corp ($41.59M), and WESTERN FINANCIAL Corp ($36.48M).Learn more on EFSC's institutional investors.

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

71.35% 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 184 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: Moneta Group Investment Advisors LLC ($93.22M), BlackRock Inc. ($0.82M), Western Financial Corp CA ($0.71M), Jennison Associates LLC ($0.58M), Dimensional Fund Advisors LP ($0.50M), Mesirow Institutional Investment Management Inc. ($0.34M), and Goldman Sachs Group Inc. ($0.29M).

How much institutional buying is happening at Enterprise Financial Services?

Institutional investors have bought a total of 101,647,699 shares in the last 24 months. This purchase volume represents approximately $4.94B in transactions.

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

Of the 140 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: Jennison Associates LLC ($1M), Thrivent Financial for Lutherans ($0.70M), Earnest Partners LLC ($0.64M), Principal Financial Group Inc. ($0.29M), Macquarie Group Ltd. ($0.23M), Millennium Management LLC ($0.22M), and Segall Bryant & Hamill LLC ($0.19M).

How much institutional selling is happening at Enterprise Financial Services?

Institutional investors have sold a total of 6,119,872 shares in the last 24 months. This volume of shares sold represents approximately $260.08M in transactions.


This page (NASDAQ:EFSC) was last updated on 2/26/2024 by MarketBeat.com Staff