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Enterprise Financial Services (EFSC) Institutional Ownership

Enterprise Financial Services logo
$63.67 -0.34 (-0.53%)
As of 08/21/2026 04:00 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
72.21%
Number of
Institutional Buyers
(last 12 months)
121
Total
Institutional Inflows
(last 12 months)
$483.64M
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$123.94M
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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
8/21/2026 Nykredit A S587$39K0.0%N/A0.002%
8/20/2026 Susquehanna Fundamental Investments LLC21,603$1.42M0.0%N/A0.060%
8/20/2026 Susquehanna International Group LLP100,109$6.60M0.0%-15.0%0.277%
8/20/2026 Benjamin Edwards Inc.11,547$761K0.0%N/A0.032%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC81,285$5.36M0.0%-9.2%0.225%
8/19/2026 Wellington Management Group LLP2,909,537$191.68M0.0%-10.5%8.039%
8/18/2026 Empowered Funds LLC163,572$10.78M0.1%N/A0.452%
8/17/2026 Capstone Investment Advisors LLC4,839$319K0.0%N/A0.013%
8/17/2026 Pure Financial Advisors LLC6,204$409K0.0%N/A0.017%
8/17/2026 Corient Private Wealth LP39,438$2.60M0.0%N/A0.109%
8/17/2026 Bank of America Corp DE344,784$22.71M0.0%N/A0.953%
8/15/2026 Jupiter Topco LLC16,575$1.09M0.0%N/A0.046%
8/14/2026 Canada Pension Plan Investment Board6,000$395K0.0%N/A0.017%
8/14/2026 Legal & General Group Plc30,425$2.00M0.0%N/A0.084%
8/14/2026 The Manufacturers Life Insurance Company 18,779$1.24M0.0%N/A0.052%
8/14/2026 Visionary Wealth Advisors19,800$1.30M0.1%N/A0.055%
8/14/2026 Cullen Capital Management LLC5,821$383K0.0%N/A0.016%
8/13/2026 Sanctuary Advisors LLC3,506$231K0.0%N/A0.010%
8/13/2026 Globeflex Capital L P14,579$960K0.1%N/A0.040%
8/13/2026 LM Advisors LLC10,832$714K0.1%N/A0.030%
8/12/2026 Commerce Bank10,665$703K0.0%N/A0.029%
8/12/2026 Northwestern Mutual Wealth Management Co.918$60K0.0%N/A0.003%
8/12/2026 Quantbot Technologies LP4,414$291K0.0%N/A0.012%
8/12/2026 Emerald Investment Advisers LLC89,897$5.92M0.4%N/A0.248%
8/11/2026 NFJ Investment Group LLC90,965$5.99M0.2%N/A0.251%
8/10/2026 Denali Advisors LLC135,100$8.90M0.9%-4.0%0.373%
8/7/2026 BlackRock Inc.3,567,204$235.01M0.0%N/A9.856%
8/7/2026 Deutsche Bank AG38,961$2.57M0.0%N/A0.108%
8/6/2026 Bank of New York Mellon Corp173,266$11.42M0.0%N/A0.479%
8/6/2026 GSA Capital Partners LLP11,610$765K0.0%N/A0.032%
6/16/2026 Empowered Funds LLC157,012$8.50M0.1%+2.9%0.429%
5/26/2026 Glenmede Trust Co. NA186,523$10.09M0.0%N/A0.510%
5/19/2026 Bank of America Corp DE397,357$21.50M0.0%+5.7%1.086%
5/18/2026California State Teachers Retirement System35,225$1.91M0.0%-0.8%0.096%
5/18/2026 Royal Bank of Canada8,591$464K0.0%+311.2%0.023%
5/18/2026 Empowered Funds LLC157,012$8.50M0.1%+2.9%0.429%
5/16/2026 The Manufacturers Life Insurance Company17,562$950K0.0%-2.3%0.048%
5/16/2026 Quantinno Capital Management LP41,295$2.24M0.0%+371.9%0.113%
5/16/2026 Lazard Asset Management LLC25,327$1.37M0.0%+1.9%0.069%
5/15/2026 Entropy Technologies LP5,966$323K0.0%+29.7%0.016%
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5/14/2026 Healthcare of Ontario Pension Plan Trust Fund9,516$515K0.0%-76.1%0.026%
5/14/2026 Inceptionr LLC9,023$488K0.1%N/A0.025%
5/14/2026 Sei Investments Co.79,512$4.30M0.0%+15.1%0.217%
5/14/2026 Lido Advisors LLC20,409$1.10M0.0%+220.4%0.056%
5/13/2026 Cetera Investment Advisers9,434$510K0.0%+3.7%0.026%
5/13/2026 First 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%
3/9/2026 Corient Private Wealth LLC6,159$333K0.0%N/A0.017%
2/19/2026 Invesco Ltd.52,887$2.86M0.0%-16.3%0.143%
2/19/2026 Corient Private Wealth LLC6,096$329K0.0%N/A0.016%
2/18/2026 EP Wealth Advisors LLC5,600$302K0.0%N/A0.015%
2/18/2026 Wellington Management Group LLP2,952,106$159.41M0.1%+12.6%7.977%
2/18/2026 Susquehanna Portfolio Strategies LLC23,729$1.28M0.0%-21.8%0.064%
2/18/2026 Tudor Investment Corp ET AL72,905$3.94M0.0%+249.1%0.197%
2/18/2026 Millennium Management LLC105,077$5.67M0.0%+2,090.9%0.284%
2/18/2026 First Manhattan CO. LLC.38,785$2.09M0.0%-4.2%0.105%
2/18/2026 Balyasny Asset Management L.P.3,966$214K0.0%-45.9%0.011%
2/18/2026 Bridgeway Capital Management LLC316,875$17.11M0.4%-2.9%0.856%
2/17/2026 Guggenheim Capital LLC29,635$1.60M0.0%-1.8%0.080%
2/17/2026 AQR Capital Management LLC50,952$2.75M0.0%-29.2%0.138%
2/17/2026 Cetera Investment Advisers9,101$491K0.0%-22.5%0.025%
2/17/2026 Lazard Asset Management LLC24,852$1.34M0.0%+3.9%0.067%
2/17/2026 Jump Financial LLC4,639$251K0.0%N/A0.013%
2/17/2026 Price 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%
2/17/2026 ExodusPoint Capital Management LP20,396$1.10M0.0%-41.9%0.055%
2/17/2026 Royal Bank of Canada2,089$113K0.0%-71.8%0.006%
2/17/2026 Maltese Capital Management LLC55,559$3M0.5%-30.6%0.150%
2/16/2026 Squarepoint Ops LLC7,080$382K0.0%-25.1%0.019%
2/16/2026 Verition Fund Management LLC28,755$1.55M0.0%N/A0.078%
2/16/2026 Panagora Asset Management Inc.23,195$1.25M0.0%-26.4%0.063%
2/16/2026 Mariner LLC11,413$616K0.0%-16.4%0.031%
2/16/2026 NFJ Investment Group LLC178,250$9.63M0.3%-3.5%0.482%
2/16/2026 Healthcare of Ontario Pension Plan Trust Fund39,875$2.15M0.0%N/A0.108%
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2/16/2026 Kennedy Capital Management LLC218,512$11.80M0.2%+20.1%0.590%
2/16/2026 Entropy Technologies LP4,600$248K0.0%N/A0.012%
2/16/2026 Barclays 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%
2/13/2026 Marshall Wace LLP7,277$393K0.0%+21.3%0.020%
2/13/2026 The Manufacturers Life Insurance Company 17,983$971K0.0%-4.8%0.049%
2/13/2026 CANADA LIFE ASSURANCE Co3,276$177K0.0%-75.2%0.009%
2/13/2026 Visionary Wealth Advisors38,484$2.08M0.1%-20.0%0.104%


EFSC Institutional Ownership - Frequently Asked Questions

During the previous two years, 245 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 209 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 7,821,873 shares in the last 24 months. This purchase volume represents approximately $483.64M 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 2,175,133 shares in the last 24 months. This volume of shares sold represents approximately $123.94M 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 8/21/2026. New 13F filings are added each quarter as they're published.
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