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Enterprise Financial Services (EFSC) Institutional Ownership

Enterprise Financial Services logo
$58.83 -0.25 (-0.42%)
(As of 11/15/2024 ET)

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

Current
Institutional Ownership
Percentage
72.21%
Number of
Institutional Buyers
(last 12 months)
82
Total
Institutional Inflows
(last 12 months)
$120.48M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$54.16M
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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
11/16/2024 Geode Capital Management LLC892,030$45.73M0.0%+0.9%2.402%
11/15/2024Barclays PLC83,910$4.30M0.0%+73.3%0.226%
11/15/2024 XTX 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%
11/15/2024 Wellington Management Group LLP3,545,092$181.72M0.0%+16.6%9.548%
11/15/2024 State Street Corp1,066,665$54.68M0.0%-1.1%2.873%
11/15/2024 Stifel Financial Corp24,615$1.26M0.0%+6.2%0.066%
11/15/2024 Systematic Financial Management LP3,524$181K0.0%N/A0.009%
11/15/2024 Quarry LP835$43K0.0%+2,593.5%0.002%
11/15/2024 Readystate Asset Management LP10,946$561K0.0%N/A0.029%
11/15/2024 Point72 DIFC Ltd1,983$102K0.0%N/A0.005%
11/15/2024 Point72 Asset Management L.P.6,416$329K0.0%-31.7%0.017%
11/15/2024 NFJ Investment Group LLC64,409$3.30M0.1%-24.3%0.173%
11/15/2024 Janus Henderson Group PLC16,575$850K0.0%-90.5%0.045%
11/15/2024 Hotchkis & 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%
11/14/2024 Martingale Asset Management L P58,894$3.02M0.1%-0.7%0.159%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC87,506$4.49M0.0%+2.9%0.236%
11/14/2024 Financial Counselors Inc.40,704$2.09M0.0%-1.8%0.110%
11/13/2024 BNP Paribas Financial Markets15,910$816K0.0%-9.6%0.043%
11/13/2024 FMR LLC2,560$131K0.0%+34.2%0.007%
11/13/2024 Quantbot Technologies LP3,865$198K0.0%N/A0.010%
11/13/2024 The Manufacturers Life Insurance Company 18,874$967K0.0%-1.6%0.051%
11/13/2024 Dynamic Technology Lab Private Ltd10,954$562K0.1%N/A0.030%
11/12/2024 Alpha DNA Investment Management LLC7,858$403K0.2%N/A0.021%
11/12/2024 Eagle Asset Management Inc.118,898$6.10M0.0%N/A0.320%
11/12/2024 Charles 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%
11/9/2024 Foundry Partners LLC130,869$6.71M0.3%+1,856.8%0.352%
11/9/2024 Intech Investment Management LLC5,788$297K0.0%N/A0.016%
11/8/2024 Advisors Asset Management Inc.3,452$177K0.0%+169.7%0.009%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.4,321$221K0.0%N/A0.012%
11/8/2024 Jennison Associates LLC441,630$22.64M0.0%-4.4%1.189%
11/8/2024 Phocas Financial Corp.113,713$5.83M0.0%-5.9%0.306%
11/7/2024 Thrivent Financial for Lutherans117,906$6.04M0.0%-10.9%0.318%
11/6/2024 Mutual of America Capital Management LLC138,332$7.09M0.1%-2.8%0.370%
11/6/2024 Empowered Funds LLC117,328$6.01M0.1%+21.0%0.314%
11/6/2024 Oppenheimer Asset Management Inc.30,936$1.59M0.0%-1.8%0.083%
11/5/2024 Aptus Capital Advisors LLC118,540$6.08M0.1%+15.5%0.317%
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11/5/2024 GSA Capital Partners LLP27,644$1.42M0.1%N/A0.074%
11/4/2024 Meritage Portfolio Management4,070$209K0.0%N/A0.011%
11/1/2024 Atria Investments Inc4,597$236K0.0%-17.4%0.012%
10/31/2024 Principal 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%
10/29/2024 F M Investments LLC218,978$11.23M0.4%+0.8%0.584%
10/28/2024 US Bancorp DE3,873$199K0.0%+46.2%0.010%
10/24/2024 Semanteon Capital Management LP5,206$267K0.2%N/A0.014%
10/24/2024 DekaBank Deutsche Girozentrale10,317$513K0.0%+55.7%0.028%
10/23/2024 Dakota 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%
10/21/2024 Western Financial Corp CA614,680$31.51M17.9%-5.6%1.639%
10/19/2024 Allspring Global Investments Holdings LLC4,033$207K0.0%-7.0%0.011%
10/11/2024 Creative Planning43,832$2.25M0.0%+18.4%0.117%
10/3/2024 SG Americas Securities LLC10,187$522K0.0%N/A0.027%
9/16/2024 Cubist Systematic Strategies LLC14,415$590K0.0%-73.8%0.038%
8/19/2024 Point72 Asset Management L.P.9,391$384K0.0%+61.9%0.025%
8/16/2024 Creative Planning37,030$1.52M0.0%+10.4%0.099%
8/15/2024 The Manufacturers Life Insurance Company19,177$785K0.0%+4.5%0.051%
8/15/2024 Millennium Management LLC125,472$5.13M0.0%-15.6%0.335%
8/15/2024 Dark Forest Capital Management LP9,591$392K0.1%-36.5%0.026%
8/15/2024 Earnest Partners LLC1,955,988$80.02M0.4%+3.2%5.217%
8/15/2024 Endeavour Capital Advisors Inc.174,799$7.15M2.5%+1.7%0.466%
8/15/2024 AQR Capital Management LLC90,331$3.70M0.0%+35.6%0.241%
8/14/2024 Cubist Systematic Strategies LLC14,415$590K0.0%-73.8%0.038%
8/13/2024 Thrivent Financial for Lutherans132,294$5.41M0.0%-3.3%0.353%
8/13/2024 Sei Investments Co.54,118$2.21M0.0%-30.9%0.144%
8/12/2024 Hsbc Holdings PLC11,173$451K0.0%-10.3%0.030%
8/10/2024 Mutual of America Capital Management LLC142,266$5.82M0.1%-10.0%0.379%
8/10/2024 Plancorp LLC43,429$1.78M0.1%-26.0%0.116%
8/9/2024 Renaissance Technologies LLC49,489$2.03M0.0%+164.6%0.132%
8/9/2024 Dimensional Fund Advisors LP2,084,093$85.26M0.0%+3.6%5.559%
8/8/2024 Envestnet Asset Management Inc.123,854$5.07M0.0%+5.9%0.330%
8/8/2024 Oppenheimer Asset Management Inc.31,515$1.29M0.0%+10.7%0.084%
8/8/2024 William Blair Investment Management LLC698,209$28.56M0.1%-0.2%1.862%
8/8/2024 Federated Hermes Inc.962$39K0.0%-48.5%0.003%
8/8/2024 DekaBank Deutsche Girozentrale6,626$256K0.0%-35.8%0.018%
8/8/2024 Cornercap Investment Counsel Inc.29,469$1.21M0.2%+0.8%0.079%
8/8/2024 American Century Companies Inc.655,490$26.82M0.0%+19.1%1.748%
8/7/2024 Choreo LLC8,196$329K0.0%N/A0.022%
8/6/2024 Quest Partners LLC10,851$444K0.1%+4.8%0.029%
8/6/2024 Hudson Edge Investment Partners Inc.9,266$379K0.1%-16.5%0.025%
8/5/2024 Parkside Financial Bank & Trust8,133$333K0.1%+2.8%0.022%
8/5/2024 Arizona State Retirement System10,502$430K0.0%+2.2%0.028%
8/5/2024 Victory Capital Management Inc.15,942$652K0.0%+5.0%0.043%
8/1/2024 Rhumbline Advisers70,761$2.90M0.0%+1.7%0.189%
8/1/2024 Financial Counselors Inc.41,449$1.70M0.0%-2.7%0.111%
7/31/2024 Aptus Capital Advisors LLC102,624$4.20M0.1%+24.6%0.275%
7/31/2024 nVerses Capital LLC700$29K0.0%N/A0.002%
7/29/2024 Peregrine Capital Management LLC127,888$5.23M0.2%-0.3%0.341%
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7/29/2024 Principal Financial Group Inc.19,392$793K0.0%+8.3%0.052%
7/29/2024 Innealta Capital LLC769$31K0.0%N/A0.002%
7/29/2024 F M Investments LLC217,143$8.88M0.3%N/A0.579%
7/29/2024 Zurcher Kantonalbank Zurich Cantonalbank8,914$365K0.0%+11.3%0.024%
7/26/2024 Bailard Inc.10,100$413K0.0%N/A0.027%
7/26/2024 Bank of New York Mellon Corp212,285$8.69M0.0%+3.7%0.566%
7/22/2024 Dakota Wealth Management6,937$284K0.0%-4.1%0.019%
7/19/2024 Western Financial Corp CA651,396$26.65M16.1%-0.1%1.738%
7/18/2024 Assenagon Asset Management S.A.34,063$1.39M0.0%N/A0.091%
5/28/2024 Boston Partners21,524$873K0.0%N/A0.057%
(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, 180 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 146 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 5,849,901 shares in the last 24 months. This purchase volume represents approximately $264.66M in transactions.

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

Of the 89 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. ($280.21K), 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 4,529,471 shares in the last 24 months. This volume of shares sold represents approximately $188.10M in transactions.



This page (NASDAQ:EFSC) was last updated on 11/17/2024 by MarketBeat.com Staff
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