Enterprise Financial Services (EFSC) Institutional Ownership

$54.00

+0.90 (+1.69%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 72.21%
Number of Institutional Buyers (last 12 months): 77
Total Institutional Inflows (last 12 months): $78.90M

Number of Institutional Sellers (last 12 months): 54
Total Institutional Outflows (last 12 months): $123.90M

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EFSC Institutional Buying and Selling by Quarter

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Enterprise Financial Services Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bailard Inc.	10,100	$413K	0.0%	N/A	0.027%
7/26/2024	Bank of New York Mellon Corp	212,285	$8.69M	0.0%	+3.7%	0.566%
7/22/2024	Dakota Wealth Management	6,937	$284K	0.0%	-4.1%	0.019%
7/19/2024	Western Financial Corp CA	651,396	$26.65M	16.1%	-0.1%	1.738%
7/18/2024	Assenagon Asset Management S.A.	34,063	$1.39M	0.0%	N/A	0.091%
5/28/2024	Boston Partners	21,524	$873K	0.0%	N/A	0.057%
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5/16/2024	California State Teachers Retirement System	37,291	$1.51M	0.0%	-5.1%	0.099%
5/16/2024	EJF Capital LLC	58,805	$2.39M	1.7%	-17.3%	0.157%
5/16/2024	Janus Henderson Group PLC	278,899	$11.31M	0.0%	-20.5%	0.744%
5/16/2024	Kennedy Capital Management LLC	236,384	$9.59M	0.2%	-5.9%	0.631%
5/15/2024	Earnest Partners LLC	1,896,179	$76.91M	0.4%	-2.3%	5.058%
5/15/2024	Price T Rowe Associates Inc. MD	24,824	$1.01M	0.0%	+5.4%	0.066%
5/14/2024	EntryPoint Capital LLC	3,927	$159K	0.1%	+87.4%	0.010%
5/14/2024	MQS Management LLC	5,904	$239K	0.1%	N/A	0.016%
5/10/2024	Vanguard Group Inc.	2,020,424	$81.95M	0.0%	+1.3%	5.389%
5/9/2024	Foundry Partners LLC	6,759	$274K	0.0%	N/A	0.018%
5/9/2024	State Board of Administration of Florida Retirement System	9,894	$441K	0.0%	-4.5%	0.026%
5/8/2024	Entropy Technologies LP	4,969	$202K	0.0%	N/A	0.013%
5/8/2024	ProShare Advisors LLC	6,525	$265K	0.0%	+8.6%	0.017%
5/8/2024	Russell Investments Group Ltd.	68,616	$2.78M	0.0%	-16.3%	0.183%
5/7/2024	Sei Investments Co.	78,328	$3.18M	0.0%	-11.8%	0.209%
5/7/2024	Oppenheimer Asset Management Inc.	28,460	$1.15M	0.0%	-8.1%	0.076%
5/7/2024	Mesirow Institutional Investment Management Inc.	92,384	$3.75M	0.3%	-69.6%	0.246%
5/7/2024	SG Americas Securities LLC	4,389	$178K	0.0%	N/A	0.012%
5/7/2024	Empowered Funds LLC	104,453	$4.24M	0.1%	+8.2%	0.279%
5/6/2024	Quantbot Technologies LP	6,113	$248K	0.0%	+6,137.8%	0.016%
5/2/2024	Financial Counselors Inc.	42,599	$1.73M	0.0%	-1.2%	0.114%
5/2/2024	Jennison Associates LLC	459,161	$18.62M	0.0%	+11.6%	1.225%
5/2/2024	Mutual of America Capital Management LLC	158,025	$6.41M	0.1%	+4.3%	0.422%
5/2/2024	PL Capital Advisors LLC	703,829	$28.55M	10.8%	-2.8%	1.877%
5/1/2024	BNP Paribas Financial Markets	26,890	$1.09M	0.0%	+54.9%	0.072%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	15,485	$687K	0.0%	-5.2%	0.041%
4/30/2024	Allspring Global Investments Holdings LLC	4,380	$178K	0.0%	+9.2%	0.012%
4/29/2024	Principal Financial Group Inc.	17,904	$726K	0.0%	+14.6%	0.048%
4/26/2024	Peregrine Capital Management LLC	128,325	$5.21M	0.1%	-5.7%	0.342%
4/18/2024	Allspring Global Investments Holdings LLC	4,380	$178K	0.0%	+9.2%	0.012%
3/22/2024	PNC Financial Services Group Inc.	696	$31K	0.0%	-52.6%	0.002%
3/11/2024	Vanguard Group Inc.	1,994,848	$89.07M	0.0%	+2.5%	5.324%
3/5/2024	Fisher Asset Management LLC	54,162	$2.42M	0.0%	-4.8%	0.145%
3/5/2024	Wellington Management Group LLP	2,295,011	$102.47M	0.0%	+7.0%	6.125%
Collapse of the Petrodollar (Ad) The death of the "petrodollar" seems imminent. And the implications could not be worse for Americans. Russia, China and India have decided to abandon the petrodollar. In answer to this issue, we have released a Special Report to the public.
2/26/2024	Virtu Financial LLC	4,848	$216K	0.0%	N/A	0.013%
2/26/2024	Teachers Retirement System of The State of Kentucky	44,155	$1.97M	0.0%	+31.4%	0.118%
2/15/2024	BHZ Capital Management LP	15,503	$692K	0.4%	N/A	0.041%
2/14/2024	LM Advisors LLC	10,832	$484K	0.1%	N/A	0.029%
2/14/2024	Cullen Capital Management LLC	8,493	$379K	0.0%	N/A	0.023%
2/13/2024	Hudson Edge Investment Partners Inc.	11,094	$495K	0.1%	-3.2%	0.030%
2/13/2024	Rafferty Asset Management LLC	33,070	$1.48M	0.0%	+25.8%	0.088%
2/12/2024	Elizabeth Park Capital Advisors Ltd.	54,826	$2.45M	1.7%	-32.5%	0.147%
2/12/2024	Connable Office Inc.	9,219	$412K	0.0%	N/A	0.025%
2/9/2024	Commerce Bank	21,885	$977K	0.0%	-72.9%	0.059%
2/9/2024	Enterprise Financial Services Corp	404,058	$18.04M	11.0%	+16.8%	1.081%
2/9/2024	GW&K Investment Management LLC	57,805	$2.58M	0.0%	-1.7%	0.155%
2/9/2024	Quest Partners LLC	18,826	$841K	0.2%	N/A	0.050%
2/8/2024	Great Lakes Advisors LLC	99,057	$4.42M	0.0%	-21.3%	0.265%
2/7/2024	Principal Financial Group Inc.	15,628	$698K	0.0%	+16.3%	0.042%
2/7/2024	Dimensional Fund Advisors LP	1,912,329	$85.39M	0.0%	+5.5%	5.115%
2/7/2024	BNP Paribas Financial Markets	17,359	$775K	0.0%	-7.2%	0.046%
2/7/2024	Teacher Retirement System of Texas	18,832	$841K	0.0%	-38.4%	0.050%
2/7/2024	Mesirow Institutional Investment Management Inc.	303,706	$13.56M	1.3%	+7.1%	0.812%
2/6/2024	Charles Schwab Investment Management Inc.	410,498	$18.33M	0.0%	-0.2%	1.098%
2/6/2024	Amalgamated Bank	3,151	$141K	0.0%	-10.2%	0.008%
2/6/2024	Swiss National Bank	73,764	$3.29M	0.0%	-10.1%	0.197%
2/6/2024	Fisher Asset Management LLC	54,162	$2.42M	0.0%	-4.8%	0.145%
2/5/2024	Victory Capital Management Inc.	12,939	$578K	0.0%	-14.1%	0.035%
2/5/2024	Russell Investments Group Ltd.	81,964	$3.66M	0.0%	-3.2%	0.219%
2/2/2024	PL Capital Advisors LLC	723,829	$32.32M	11.2%	-6.1%	1.936%
2/1/2024	Jennison Associates LLC	411,256	$18.36M	0.0%	+34.3%	1.100%
1/31/2024	Knights of Columbus Asset Advisors LLC	96,170	$4.29M	0.3%	+94.6%	0.257%
1/31/2024	Federated Hermes Inc.	4,771	$213K	0.0%	-14.0%	0.013%
1/30/2024	Cornercap Investment Counsel Inc.	24,071	$1.08M	0.2%	-2.2%	0.064%
1/30/2024	Strs Ohio	4,600	$205K	0.0%	+9.5%	0.012%
1/30/2024	Phocas Financial Corp.	228,840	$10.22M	1.4%	+1.8%	0.612%
1/26/2024	Mutual of America Capital Management LLC	151,508	$6.77M	0.1%	-1.7%	0.405%
1/26/2024	Peregrine Capital Management LLC	136,106	$6.08M	0.2%	-25.0%	0.364%
1/25/2024	Allspring Global Investments Holdings LLC	4,010	$179K	0.0%	+8.8%	0.011%
1/25/2024	Western Financial Corp CA	656,911	$29.33M	19.6%	-1.0%	1.757%
1/24/2024	Mirae Asset Global Investments Co. Ltd.	16,338	$729K	0.0%	+5.5%	0.044%
1/16/2024	Acropolis Investment Management LLC	7,509	$335K	0.0%	-20.8%	0.020%
1/11/2024	Ziegler Capital Management LLC	100,273	$4.48M	0.2%	-36.3%	0.268%
1/10/2024	Cornerstone Wealth Management LLC	13,526	$604K	0.1%	-14.2%	0.036%
12/18/2023	Vanguard Group Inc.	1,946,265	$72.99M	0.0%	+0.8%	5.206%
12/6/2023	Citigroup Inc.	18,912	$709K	0.0%	-49.6%	0.051%
12/1/2023	Wellington Management Group LLP	2,144,988	$80.44M	0.0%	+11.5%	5.737%
11/30/2023	American Century Companies Inc.	349,266	$13.10M	0.0%	+14.7%	0.934%
11/16/2023	Moneta Group Investment Advisors LLC	85,784	$3.22M	0.1%	+6.2%	0.229%
11/15/2023	Kennedy Capital Management LLC	287,247	$10.77M	0.3%	-7.5%	0.768%
11/15/2023	Earnest Partners LLC	2,019,706	$75.74M	0.4%	-3.4%	5.402%
11/15/2023	EJF Capital LLC	79,928	$3.00M	1.3%	-7.0%	0.214%
11/15/2023	Endeavour Capital Advisors Inc.	49,727	$1.87M	0.7%	N/A	0.133%
11/15/2023	Alps Advisors Inc.	8,757	$328K	0.0%	+38.2%	0.023%
Collapse of the Petrodollar (Ad) The death of the "petrodollar" seems imminent. And the implications could not be worse for Americans. Russia, China and India have decided to abandon the petrodollar. In answer to this issue, we have released a Special Report to the public.
11/14/2023	Lazard Asset Management LLC	12,573	$470K	0.0%	+79.8%	0.034%
11/14/2023	Qube Research & Technologies Ltd	92,174	$3.46M	0.0%	+22.6%	0.247%
11/14/2023	Trexquant Investment LP	14,018	$526K	0.0%	+6.8%	0.037%
11/14/2023	Mutual Advisors LLC	25,068	$940K	0.0%	+2.9%	0.067%
11/13/2023	Connor Clark & Lunn Investment Management Ltd.	5,814	$218K	0.0%	N/A	0.016%
11/13/2023	Federated Hermes Inc.	5,546	$208K	0.0%	+33.5%	0.015%
11/13/2023	Mariner LLC	14,730	$552K	0.0%	N/A	0.039%
11/13/2023	Brandywine Global Investment Management LLC	96,360	$3.61M	0.0%	-1.6%	0.258%
11/13/2023	Hsbc Holdings PLC	18,452	$692K	0.0%	-5.4%	0.049%
11/13/2023	Envestnet Asset Management Inc.	114,782	$4.30M	0.0%	+247.3%	0.307%

(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, 163 institutional investors and hedge funds held shares of Enterprise Financial Services. The most heavily invested institutionals were Wellington Management Group LLP ($102.47M), Dimensional Fund Advisors LP ($85.39M), Vanguard Group Inc. ($81.95M), Earnest Partners LLC ($76.91M), WESTERN FINANCIAL Corp ($36.48M), Macquarie Group Ltd. ($35.77M), and PL Capital Advisors LLC ($28.55M).Learn more on EFSC's 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 132 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: Western Financial Corp CA ($710.35K), Jennison Associates LLC ($478.33K), Wellington Management Group LLP ($425.27K), Dimensional Fund Advisors LP ($380.79K), Mesirow Institutional Investment Management Inc. ($338.52K), Principal Financial Group Inc. ($277.57K), and American Century Companies Inc. ($170.96K).

How much institutional buying is happening at Enterprise Financial Services?: Institutional investors have bought a total of 5,282,416 shares in the last 24 months. This purchase volume represents approximately $233.08M in transactions.
Which Enterprise Financial Services major shareholders have been selling company stock?: Of the 86 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 ($995.45K), Thrivent Financial for Lutherans ($665.69K), Earnest Partners LLC ($619.85K), Principal Financial Group Inc. ($276.94K), Mesirow Institutional Investment Management Inc. ($246.13K), Russell Investments Group Ltd. ($118.78K), and William Blair Investment Management LLC ($105.17K).
How much institutional selling is happening at Enterprise Financial Services?: Institutional investors have sold a total of 4,300,419 shares in the last 24 months. This volume of shares sold represents approximately $176.18M in transactions.