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Enterprise Financial Services (EFSC) Institutional Ownership

Enterprise Financial Services logo
$60.40 +0.90 (+1.52%)
As of 10:56 AM Eastern
This is a fair market value price provided by Massive. 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)
125
Total
Institutional Inflows
(last 12 months)
$470.58M
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$123.90M
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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
10/2/2026Versant Capital Management Inc850$50K0.0%+66.3%0.002%
9/9/2026Sequoia Financial Advisors LLC7,724$509K0.0%N/A0.021%
9/9/2026Engineers Gate Manager LP16,037$1.06M0.0%+221.4%0.044%
9/9/2026Squarepoint Ops LLC22,046$1.45M0.0%N/A0.061%
9/8/2026Nykredit A S587$39K0.0%N/A0.002%
9/2/2026Allianz Asset Management GmbH14,494$955K0.0%N/A0.040%
8/27/2026Corient Private Wealth LP40,870$2.69M0.0%+3.2%0.113%
8/21/2026Nykredit A S587$39K0.0%N/A0.002%
8/20/2026Susquehanna Fundamental Investments LLC21,603$1.42M0.0%N/A0.060%
8/20/2026Susquehanna International Group LLP100,109$6.60M0.0%-15.0%0.277%
8/20/2026Benjamin Edwards Inc.11,547$761K0.0%N/A0.032%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC81,285$5.36M0.0%-9.2%0.225%
8/19/2026Wellington Management Group LLP2,909,537$191.68M0.0%-10.5%8.039%
8/18/2026Empowered Funds LLC163,572$10.78M0.1%N/A0.452%
8/17/2026Capstone Investment Advisors LLC4,839$319K0.0%N/A0.013%
8/17/2026Pure Financial Advisors LLC6,204$409K0.0%N/A0.017%
8/17/2026Corient Private Wealth LP39,438$2.60M0.0%N/A0.109%
8/17/2026Bank of America Corp DE344,784$22.71M0.0%N/A0.953%
8/15/2026Jupiter Topco LLC16,575$1.09M0.0%N/A0.046%
8/14/2026Canada Pension Plan Investment Board6,000$395K0.0%N/A0.017%
8/14/2026Legal & General Group Plc30,425$2.00M0.0%N/A0.084%
8/14/2026The Manufacturers Life Insurance Company18,779$1.24M0.0%N/A0.052%
8/14/2026Visionary Wealth Advisors19,800$1.30M0.1%N/A0.055%
8/14/2026Cullen Capital Management LLC5,821$383K0.0%N/A0.016%
8/13/2026Sanctuary Advisors LLC3,506$231K0.0%N/A0.010%
8/13/2026Globeflex Capital L P14,579$960K0.1%N/A0.040%
8/13/2026LM Advisors LLC10,832$714K0.1%N/A0.030%
8/12/2026Commerce Bank10,665$703K0.0%N/A0.029%
8/12/2026Northwestern Mutual Wealth Management Co.918$60K0.0%N/A0.003%
8/12/2026Quantbot Technologies LP4,414$291K0.0%N/A0.012%
8/12/2026Emerald Investment Advisers LLC89,897$5.92M0.4%N/A0.248%
8/11/2026NFJ Investment Group LLC90,965$5.99M0.2%N/A0.251%
8/10/2026Denali Advisors LLC135,100$8.90M0.9%-4.0%0.373%
8/7/2026BlackRock Inc.3,567,204$235.01M0.0%N/A9.856%
8/7/2026Deutsche Bank AG38,961$2.57M0.0%N/A0.108%
8/6/2026Bank of New York Mellon Corp173,266$11.42M0.0%N/A0.479%
8/6/2026GSA Capital Partners LLP11,610$765K0.0%N/A0.032%
6/16/2026Empowered Funds LLC157,012$8.50M0.1%+2.9%0.429%
5/26/2026Glenmede Trust Co. NA186,523$10.09M0.0%N/A0.510%
5/19/2026Bank of America Corp DE397,357$21.50M0.0%+5.7%1.086%
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5/18/2026California State Teachers Retirement System35,225$1.91M0.0%-0.8%0.096%
5/18/2026Royal Bank of Canada8,591$464K0.0%+311.2%0.023%
5/18/2026Empowered Funds LLC157,012$8.50M0.1%+2.9%0.429%
5/16/2026The Manufacturers Life Insurance Company17,562$950K0.0%-2.3%0.048%
5/16/2026Quantinno Capital Management LP41,295$2.24M0.0%+371.9%0.113%
5/16/2026Lazard Asset Management LLC25,327$1.37M0.0%+1.9%0.069%
5/15/2026Entropy Technologies LP5,966$323K0.0%+29.7%0.016%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund9,516$515K0.0%-76.1%0.026%
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%
5/7/2026Dimensional Fund Advisors LP2,188,766$118.44M0.0%+3.1%5.941%
5/6/2026Jennison Associates LLC607,892$32.89M0.0%-2.2%1.661%
5/6/2026Jag Capital Management LLC7,905$428K0.0%-35.1%0.021%
5/6/2026Allspring Global Investments Holdings LLC7,128$390K0.0%+11.5%0.019%
5/6/2026Enterprise Financial Services Corp332,562$18.00M9.1%+0.3%0.903%
5/5/2026Bank of New York Mellon Corp167,178$9.05M0.0%-0.4%0.454%
5/1/2026Midwest Trust Co33,589$1.82M0.0%-13.1%0.091%
5/1/2026Fifth Third Bancorp2,010$109K0.0%N/A0.005%
4/27/2026Y Intercept Hong Kong Ltd8,352$452K0.0%+2.7%0.023%
4/25/2026Strs Ohio16,200$877K0.0%+51.4%0.044%
4/25/2026Keybank National Association OH7,623$412K0.0%-4.7%0.021%
4/24/2026Peregrine Capital Management LLC84,335$4.56M0.2%-8.8%0.229%
4/22/2026Pictet Asset Management Holding SA6,190$335K0.0%+17.6%0.017%
4/22/2026Sterling Capital Management LLC6,621$358K0.0%-37.8%0.018%
4/16/2026SG Americas Securities LLC65,832$3.56M0.0%+123.1%0.179%
3/17/2026Cornerstone Planning LLC5,746$310K0.1%N/A0.016%
3/9/2026Corient Private Wealth LLC6,159$333K0.0%N/A0.017%
2/19/2026Invesco 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%
2/17/2026Russell Investments Group Ltd.140,629$7.59M0.0%+9.0%0.380%
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%
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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%


EFSC Institutional Ownership - Frequently Asked Questions

During the previous two years, 248 institutional investors and hedge funds held shares of Enterprise Financial Services. The most heavily invested institutionals were BlackRock Inc. ($235.01M), Wellington Management Group LLP ($191.68M), Vanguard Group Inc. ($128.06M), Dimensional Fund Advisors LP ($118.44M), Earnest Partners LLC ($80.38M), State Street Corp ($68.68M), and First Trust Advisors LP ($66.38M).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 212 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), BlackRock Inc. ($3.57M), Wellington Management Group LLP ($1.04M), Thrivent Financial for Lutherans ($908.36K), Bank of America Corp DE ($428.29K), Nuveen LLC ($426.14K), and Raymond James Financial Inc. ($267.95K).

Institutional investors have bought a total of 7,573,689 shares in the last 24 months. This purchase volume represents approximately $470.58M in transactions.

Of the 99 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 ($366.99K), Wellington Management Group LLP ($340.59K), First Trust Advisors LP ($279.79K), Nuveen LLC ($193.49K), Earnest Partners LLC ($170.34K), JPMorgan Chase & Co. ($76.24K), and UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($62.10K).

Institutional investors have sold a total of 2,174,406 shares in the last 24 months. This volume of shares sold represents approximately $123.90M in transactions.


Related Companies

Institutional ownership data for NASDAQ:EFSC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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