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Enterprise Financial Services (EFSC) Institutional Ownership

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$58.99 -1.77 (-2.91%)
Closing price 04:00 PM Eastern
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$58.99 0.00 (0.00%)
As of 04:10 PM Eastern
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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)
123
Total
Institutional Inflows
(last 12 months)
$212.87M
Number of
Institutional Sellers
(last 12 months)
113
Total
Institutional Outflows
(last 12 months)
$116.96M
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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
5/26/2026 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%
5/18/2026 California 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 Company 17,562$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%
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%
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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%
2/17/2026 California 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%
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%
2/13/2026 Parkside 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%
2/13/2026 Stifel Financial Corp20,613$1.11M0.0%-1.9%0.056%
2/13/2026 Rafferty Asset Management LLC23,474$1.27M0.0%-18.7%0.063%
2/13/2026 First Trust Advisors LP1,471,244$79.45M0.1%+6.0%3.975%
2/13/2026 Charles Schwab Investment Management Inc.435,528$23.52M0.0%-3.5%1.177%
2/13/2026 State Street Corp1,271,888$68.68M0.0%-2.5%3.437%
2/13/2026 Boston Partners108,294$5.85M0.0%+6.0%0.293%
2/13/2026 UBS 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%
2/12/2026 Advisors Asset Management Inc.4,043$218K0.0%-25.1%0.011%
2/12/2026 MetLife 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%
2/12/2026 Campbell & CO Investment Adviser LLC58,675$3.17M0.2%N/A0.159%
2/12/2026 Earnest 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%
2/11/2026 CSM Advisors LLC11,341$613K0.0%+38.3%0.031%
2/11/2026 Empowered Funds LLC152,610$8.24M0.1%+7.8%0.412%
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2/11/2026 Deutsche Bank AG29,034$1.57M0.0%+5.6%0.078%
2/11/2026 GW&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%
2/11/2026 Franklin 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%
2/11/2026 JPMorgan Chase & Co.363,088$19.61M0.0%-7.9%0.981%
2/11/2026 Globeflex Capital L P14,579$787K0.1%-14.8%0.039%
2/10/2026 Goldman 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%
2/9/2026 Geode Capital Management LLC946,996$51.15M0.0%+0.5%2.559%


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 203 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 3,828,422 shares in the last 24 months. This purchase volume represents approximately $212.87M in transactions.

Of the 113 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), Nuveen LLC ($193.49K), Earnest Partners LLC ($170.34K), JPMorgan Chase & Co. ($116.76K), Nomura Holdings Inc. ($75.00K), and Western Financial Corp CA ($55.50K).

Institutional investors have sold a total of 2,121,320 shares in the last 24 months. This volume of shares sold represents approximately $116.96M in transactions.



This page (NASDAQ:EFSC) was last updated on 6/3/2026 by MarketBeat.com Staff.
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