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Enterprise Financial Services (EFSC) Institutional Ownership

Enterprise Financial Services logo
$57.76 +0.97 (+1.71%)
As of 01/17/2025 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)
86
Total
Institutional Inflows
(last 12 months)
$113.30M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$51.61M
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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
1/17/2025Dakota Wealth Management4,775$269K0.0%-13.7%0.013%
1/14/2025 Assenagon Asset Management S.A.9,133$515K0.0%-54.5%0.025%
1/10/2025 Harbor Capital Advisors Inc.10,206$576K0.0%-10.0%0.027%
1/10/2025 Wealth Enhancement Advisory Services LLC7,141$403K0.0%+7.6%0.019%
1/3/2025 Versant Capital Management Inc511$29K0.0%N/A0.001%
12/26/2024JPMorgan Chase & Co.557,875$28.60M0.0%+5.6%1.503%
12/19/2024Principal Financial Group Inc.16,124$827K0.0%-16.9%0.043%
11/27/2024Franklin Resources Inc.46,727$2.39M0.0%+94.8%0.126%
11/18/2024Teachers Retirement System of The State of Kentucky55,114$2.83M0.0%+25.4%0.148%
11/16/2024Geode Capital Management LLC892,030$45.73M0.0%+0.9%2.402%
11/15/2024Barclays PLC83,910$4.30M0.0%+73.3%0.226%
11/15/2024XTX Topco Ltd5,315$272K0.0%N/A0.014%
11/15/2024EP Wealth Advisors LLC6,176$317K0.0%N/A0.017%
11/15/2024Jane Street Group LLC42,846$2.20M0.0%+27.9%0.115%
11/15/2024Wellington Management Group LLP3,545,092$181.72M0.0%+16.6%9.548%
11/15/2024State Street Corp1,066,665$54.68M0.0%-1.1%2.873%
11/15/2024Stifel Financial Corp24,615$1.26M0.0%+6.2%0.066%
11/15/2024Systematic Financial Management LP3,524$181K0.0%N/A0.009%
11/15/2024Quarry LP835$43K0.0%+2,593.5%0.002%
11/15/2024Readystate Asset Management LP10,946$561K0.0%N/A0.029%
11/15/2024Point72 DIFC Ltd1,983$102K0.0%N/A0.005%
11/15/2024Point72 Asset Management L.P.6,416$329K0.0%-31.7%0.017%
11/15/2024NFJ Investment Group LLC64,409$3.30M0.1%-24.3%0.173%
11/15/2024Janus Henderson Group PLC16,575$850K0.0%-90.5%0.045%
11/15/2024Hotchkis & Wiley Capital Management LLC175,080$8.98M0.0%+13.2%0.472%
11/14/2024 Acropolis Investment Management LLC7,040$361K0.0%-6.9%0.019%
11/14/2024Martingale Asset Management L P58,894$3.02M0.1%-0.7%0.159%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC87,506$4.49M0.0%+2.9%0.236%
11/14/2024Financial Counselors Inc.40,704$2.09M0.0%-1.8%0.110%
11/13/2024BNP Paribas Financial Markets15,910$816K0.0%-9.6%0.043%
11/13/2024FMR LLC2,560$131K0.0%+34.2%0.007%
11/13/2024Quantbot Technologies LP3,865$198K0.0%N/A0.010%
11/13/2024The Manufacturers Life Insurance Company18,874$967K0.0%-1.6%0.051%
11/13/2024Dynamic Technology Lab Private Ltd10,954$562K0.1%N/A0.030%
11/12/2024Alpha DNA Investment Management LLC7,858$403K0.2%N/A0.021%
11/12/2024Eagle Asset Management Inc.118,898$6.10M0.0%N/A0.320%
11/12/2024Charles Schwab Investment Management Inc.421,874$21.63M0.0%+0.9%1.136%
11/12/2024 Integrated Investment Consultants LLC8,597$441K0.0%-3.9%0.023%
11/9/2024Foundry Partners LLC130,869$6.71M0.3%+1,856.8%0.352%
11/9/2024Intech Investment Management LLC5,788$297K0.0%N/A0.016%
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11/8/2024Advisors Asset Management Inc.3,452$177K0.0%+169.7%0.009%
11/8/2024Connor Clark & Lunn Investment Management Ltd.4,321$221K0.0%N/A0.012%
11/8/2024Jennison Associates LLC441,630$22.64M0.0%-4.4%1.189%
11/8/2024Phocas Financial Corp.113,713$5.83M0.0%-5.9%0.306%
11/7/2024Thrivent Financial for Lutherans117,906$6.04M0.0%-10.9%0.318%
11/6/2024Mutual of America Capital Management LLC138,332$7.09M0.1%-2.8%0.370%
11/6/2024Empowered Funds LLC117,328$6.01M0.1%+21.0%0.314%
11/6/2024Oppenheimer Asset Management Inc.30,936$1.59M0.0%-1.8%0.083%
11/5/2024Aptus Capital Advisors LLC118,540$6.08M0.1%+15.5%0.317%
11/5/2024GSA Capital Partners LLP27,644$1.42M0.1%N/A0.074%
11/4/2024Meritage Portfolio Management4,070$209K0.0%N/A0.011%
11/1/2024Atria Investments Inc4,597$236K0.0%-17.4%0.012%
10/31/2024Principal Financial Group Inc.16,124$827K0.0%-16.9%0.043%
10/29/2024 Harbor Capital Advisors Inc.11,339$581K0.0%+6.0%0.030%
10/29/2024F M Investments LLC218,978$11.23M0.4%+0.8%0.584%
10/28/2024US Bancorp DE3,873$199K0.0%+46.2%0.010%
10/24/2024Semanteon Capital Management LP5,206$267K0.2%N/A0.014%
10/24/2024DekaBank Deutsche Girozentrale10,317$513K0.0%+55.7%0.028%
10/23/2024Dakota Wealth Management5,535$284K0.0%-20.2%0.015%
10/23/2024 Assenagon Asset Management S.A.20,085$1.03M0.0%-41.0%0.054%
10/21/2024Western Financial Corp CA614,680$31.51M17.9%-5.6%1.639%
10/19/2024Allspring Global Investments Holdings LLC4,033$207K0.0%-7.0%0.011%
10/11/2024Creative Planning43,832$2.25M0.0%+18.4%0.117%
10/3/2024SG Americas Securities LLC10,187$522K0.0%N/A0.027%
9/16/2024Cubist Systematic Strategies LLC14,415$590K0.0%-73.8%0.038%
8/19/2024Point72 Asset Management L.P.9,391$384K0.0%+61.9%0.025%
8/16/2024Creative Planning37,030$1.52M0.0%+10.4%0.099%
8/15/2024The Manufacturers Life Insurance Company19,177$785K0.0%+4.5%0.051%
8/15/2024Millennium Management LLC125,472$5.13M0.0%-15.6%0.335%
8/15/2024Dark Forest Capital Management LP9,591$392K0.1%-36.5%0.026%
8/15/2024Earnest Partners LLC1,955,988$80.02M0.4%+3.2%5.217%
8/15/2024Endeavour Capital Advisors Inc.174,799$7.15M2.5%+1.7%0.466%
8/15/2024AQR Capital Management LLC90,331$3.70M0.0%+35.6%0.241%
8/14/2024Cubist Systematic Strategies LLC14,415$590K0.0%-73.8%0.038%
8/13/2024Thrivent Financial for Lutherans132,294$5.41M0.0%-3.3%0.353%
8/13/2024Sei Investments Co.54,118$2.21M0.0%-30.9%0.144%
8/12/2024Hsbc Holdings PLC11,173$451K0.0%-10.3%0.030%
8/10/2024Mutual of America Capital Management LLC142,266$5.82M0.1%-10.0%0.379%
8/10/2024Plancorp LLC43,429$1.78M0.1%-26.0%0.116%
8/9/2024Renaissance Technologies LLC49,489$2.03M0.0%+164.6%0.132%
8/9/2024Dimensional Fund Advisors LP2,084,093$85.26M0.0%+3.6%5.559%
8/8/2024Envestnet Asset Management Inc.123,854$5.07M0.0%+5.9%0.330%
8/8/2024Oppenheimer Asset Management Inc.31,515$1.29M0.0%+10.7%0.084%
8/8/2024William Blair Investment Management LLC698,209$28.56M0.1%-0.2%1.862%
8/8/2024Federated Hermes Inc.962$39K0.0%-48.5%0.003%
8/8/2024DekaBank Deutsche Girozentrale6,626$256K0.0%-35.8%0.018%
8/8/2024Cornercap Investment Counsel Inc.29,469$1.21M0.2%+0.8%0.079%
8/8/2024American Century Companies Inc.655,490$26.82M0.0%+19.1%1.748%
8/7/2024Choreo LLC8,196$329K0.0%N/A0.022%
8/6/2024Quest Partners LLC10,851$444K0.1%+4.8%0.029%
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8/6/2024Hudson Edge Investment Partners Inc.9,266$379K0.1%-16.5%0.025%
8/5/2024Parkside Financial Bank & Trust8,133$333K0.1%+2.8%0.022%
8/5/2024Arizona State Retirement System10,502$430K0.0%+2.2%0.028%
8/5/2024Victory Capital Management Inc.15,942$652K0.0%+5.0%0.043%
8/1/2024Rhumbline Advisers70,761$2.90M0.0%+1.7%0.189%
8/1/2024Financial Counselors Inc.41,449$1.70M0.0%-2.7%0.111%
7/31/2024Aptus Capital Advisors LLC102,624$4.20M0.1%+24.6%0.275%
7/31/2024nVerses Capital LLC700$29K0.0%N/A0.002%
7/29/2024Peregrine Capital Management LLC127,888$5.23M0.2%-0.3%0.341%
7/29/2024Principal Financial Group Inc.19,392$793K0.0%+8.3%0.052%
(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, 183 institutional investors and hedge funds held shares of Enterprise Financial Services. The most heavily invested institutionals were Wellington Management Group LLP ($181.72M), Dimensional Fund Advisors LP ($85.26M), Vanguard Group Inc. ($81.95M), Earnest Partners LLC ($80.02M), State Street Corp ($54.68M), Geode Capital Management LLC ($45.73M), and Macquarie Group Ltd. ($35.77M).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 149 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: Wellington Management Group LLP ($930.83K), Western Financial Corp CA ($710.35K), Dimensional Fund Advisors LP ($423.24K), Jennison Associates LLC ($370.21K), American Century Companies Inc. ($275.92K), F M Investments LLC ($218.98K), and Earnest Partners LLC ($181.73K).

How much institutional buying is happening at Enterprise Financial Services?

Institutional investors have bought a total of 5,819,859 shares in the last 24 months. This purchase volume represents approximately $263.41M in transactions.

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

Of the 90 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 ($1.02M), Thrivent Financial for Lutherans ($684.58K), Earnest Partners LLC ($619.85K), Principal Financial Group Inc. ($283.48K), Mesirow Institutional Investment Management Inc. ($246.13K), Janus Henderson Group PLC ($230.02K), and Western Financial Corp CA ($87.11K).

How much institutional selling is happening at Enterprise Financial Services?

Institutional investors have sold a total of 4,542,713 shares in the last 24 months. This volume of shares sold represents approximately $188.85M in transactions.


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This page (NASDAQ:EFSC) was last updated on 1/18/2025 by MarketBeat.com Staff
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