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Enterprise Financial Services (EFSC) Institutional Ownership

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$53.81 -1.38 (-2.50%)
Closing price 08/1/2025 04:00 PM Eastern
Extended Trading
$53.78 -0.04 (-0.07%)
As of 08/1/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
72.21%
Number of
Institutional Buyers
(last 12 months)
132
Total
Institutional Inflows
(last 12 months)
$2.42B
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$130.33M
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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
8/1/2025Jennison Associates LLC605,723$33.38M0.0%+5.9%1.640%
8/1/2025Peregrine Capital Management LLC97,293$5.36M0.2%-3.2%0.263%
8/1/2025Teacher Retirement System of Texas17,809$981K0.0%-7.2%0.048%
8/1/2025Envestnet Asset Management Inc.108,478$5.98M0.0%-9.8%0.294%
7/31/2025 Oppenheimer Asset Management Inc.26,169$1.44M0.0%-15.0%0.071%
7/31/2025 AlphaQuest LLC7,681$423K0.0%+4,855.5%0.021%
7/30/2025 Denali Advisors LLC121,924$6.72M0.7%+6.1%0.330%
7/29/2025 Mutual of America Capital Management LLC140,743$7.76M0.1%-0.7%0.381%
7/29/2025 William Blair Investment Management LLC613,019$33.78M0.1%-7.6%1.660%
7/28/2025 Jag Capital Management LLC11,144$614K0.1%+41.0%0.030%
7/25/2025 Vest Financial LLC75,866$4.18M0.1%+19.1%0.205%
7/25/2025 Allspring Global Investments Holdings LLC5,891$331K0.0%-5.5%0.016%
7/22/2025 Knights of Columbus Asset Advisors LLC40,043$2.21M0.1%-2.2%0.108%
7/21/2025 Ameritas Advisory Services LLC1,274$70K0.0%N/A0.003%
7/17/2025 Western Financial Corp CA534,542$29.45M15.8%-8.5%1.447%
7/16/2025 Plancorp LLC96,475$5.32M0.2%-1.0%0.261%
7/10/2025 Wealth Enhancement Advisory Services LLC6,880$395K0.0%-9.9%0.019%
6/18/2025Voya Investment Management LLC10,312$554K0.0%-11.4%0.028%
5/29/2025Rhumbline Advisers61,908$3.33M0.0%+5.0%0.168%
5/28/2025Strs Ohio9,100$489K0.0%N/A0.025%
5/20/2025Intech Investment Management LLC25,082$1.35M0.0%+46.1%0.068%
5/20/2025Focus Partners Wealth5,398$290K0.0%+25.1%0.015%
5/19/2025Jane Street Group LLC14,100$758K0.0%-52.9%0.038%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC106,398$5.72M0.0%+10.2%0.288%
5/16/2025Goldman Sachs Group Inc.221,348$11.90M0.0%-19.6%0.599%
5/16/2025Dynamic Technology Lab Private Ltd30,713$1.65M0.2%N/A0.083%
5/16/2025PharVision Advisers LLC6,819$366K0.5%N/A0.018%
5/16/2025 Plancorp LLC97,466$5.24M0.2%+65.0%0.264%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.21,762$1.17M0.0%+3.3%0.059%
5/16/2025Jacobs Levy Equity Management Inc.38,939$2.09M0.0%+197.1%0.105%
5/16/2025AQR Capital Management LLC58,539$3.15M0.0%+14.5%0.159%
5/16/2025Advisors Asset Management Inc.6,900$371K0.0%+20.6%0.019%
5/15/2025First Manhattan CO. LLC.42,917$2.31M0.0%N/A0.116%
5/15/2025 Focus Partners Advisor Solutions LLC6,289$338K0.0%+9.7%0.017%
5/15/2025Cubist Systematic Strategies LLC14,436$776K0.0%+209.8%0.039%
5/15/2025Royal Bank of Canada13,158$707K0.0%-24.7%0.036%
5/15/2025Quarry LP2,422$130K0.0%+6,110.3%0.007%
5/15/2025Nomura Holdings Inc.78,638$4.23M0.0%N/A0.213%
5/15/2025Panagora Asset Management Inc.59,447$3.20M0.0%N/A0.161%
5/15/2025Trexquant Investment LP29,742$1.60M0.0%N/A0.081%
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5/15/2025Earnest Partners LLC1,848,381$99.33M0.5%-1.9%5.005%
5/14/2025Ieq Capital LLC4,845$260K0.0%N/A0.013%
5/14/2025Rafferty Asset Management LLC24,811$1.33M0.0%-13.6%0.067%
5/14/2025Corebridge Financial Inc.17,883$961K0.0%-2.8%0.048%
5/14/2025MetLife Investment Management LLC20,998$1.13M0.0%-7.1%0.057%
5/14/2025Enterprise Financial Services Corp349,365$18.78M11.1%-3.9%0.946%
5/14/2025Hotchkis & Wiley Capital Management LLC161,500$8.68M0.0%-36.0%0.437%
5/14/2025Martingale Asset Management L P56,521$3.04M0.1%-4.0%0.153%
5/14/2025Hsbc Holdings PLC13,282$717K0.0%-9.8%0.036%
5/14/2025Wellington Management Group LLP2,743,772$147.45M0.0%-18.7%7.429%
5/13/2025Aptus Capital Advisors LLC184,823$9.93M0.1%+10.7%0.500%
5/13/2025Northern Trust Corp371,227$19.95M0.0%-2.3%1.005%
5/13/2025Summit Securities Group LLC593$32K0.0%N/A0.002%
5/13/2025Raymond James Financial Inc.126,232$6.78M0.0%-5.8%0.342%
5/13/2025American Century Companies Inc.911,911$49.01M0.0%+7.5%2.469%
5/13/2025Brandywine Global Investment Management LLC73,825$3.97M0.0%-3.8%0.200%
5/13/2025Dimensional Fund Advisors LP2,166,983$116.45M0.0%-2.2%5.867%
5/13/2025Boston Partners44,649$2.40M0.0%+3.2%0.121%
5/13/2025Russell Investments Group Ltd.90,337$4.86M0.0%+5.9%0.245%
5/12/2025Nuveen LLC426,142$22.90M0.0%N/A1.154%
5/12/2025Invesco Ltd.79,754$4.29M0.0%-3.0%0.216%
5/12/2025Connor Clark & Lunn Investment Management Ltd.26,505$1.42M0.0%+14.1%0.072%
5/12/2025Swiss National Bank71,964$3.87M0.0%-1.6%0.195%
5/9/2025Deutsche Bank AG28,455$1.53M0.0%-7.8%0.077%
5/9/2025Charles Schwab Investment Management Inc.488,546$26.25M0.0%+11.9%1.322%
5/9/2025Vanguard Group Inc.2,314,377$124.38M0.0%+10.8%6.263%
5/9/2025Phocas Financial Corp.131,078$7.04M1.1%-5.4%0.355%
5/9/2025PNC Financial Services Group Inc.793$43K0.0%+302.5%0.002%
5/8/2025XTX Topco Ltd10,192$548K0.0%+78.4%0.028%
5/7/2025Picton Mahoney Asset Management1,317$71K0.0%N/A0.004%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank 10,869$584K0.0%-3.3%0.029%
5/7/2025 Knights of Columbus Asset Advisors LLC40,950$2.20M0.2%+2.7%0.111%
5/6/2025Cetera Investment Advisers11,648$626K0.0%+19.8%0.032%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH88,783$4.77M0.0%N/A0.240%
5/5/2025GW&K Investment Management LLC47,056$2.53M0.0%-1.4%0.127%
5/5/2025 Denali Advisors LLC114,948$6.18M0.7%-5.8%0.311%
5/5/2025Foundry Partners LLC174,120$9.36M0.5%+1.7%0.471%
5/5/2025Jackson Creek Investment Advisors LLC26,545$1.43M0.5%N/A0.072%
5/5/2025Jennison Associates LLC572,082$30.74M0.0%+0.9%1.548%
5/2/2025 Dakota Wealth Management4,048$218K0.0%-15.2%0.011%
5/1/2025 CWM LLC1,252$67K0.0%+83.6%0.003%
5/1/2025New York State Common Retirement Fund64,086$3.44M0.0%-4.6%0.173%
5/1/2025Arizona State Retirement System10,618$571K0.0%-2.1%0.029%
4/30/2025Alps Advisors Inc.6,340$341K0.0%N/A0.017%
4/29/2025Financial Counselors Inc.38,423$2.07M0.0%-5.6%0.104%
4/29/2025Envestnet Asset Management Inc.120,210$6.46M0.0%-4.0%0.325%
4/29/2025Bank of New York Mellon Corp170,937$9.19M0.0%-2.3%0.463%
4/28/2025Principal Financial Group Inc.19,214$1.03M0.0%+11.4%0.052%
4/28/2025Teacher Retirement System of Texas19,199$1.03M0.0%-17.3%0.052%
4/25/2025Peregrine Capital Management LLC100,547$5.40M0.2%-5.2%0.272%
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4/25/2025KBC Group NV2,178$117K0.0%N/A0.006%
4/24/2025 Allspring Global Investments Holdings LLC6,232$334K0.0%+53.9%0.017%
4/23/2025 Western Financial Corp CA584,490$31.41M18.2%-0.1%1.582%
4/23/2025 Robeco Institutional Asset Management B.V.5,346$287K0.0%N/A0.014%
4/23/2025 Oppenheimer Asset Management Inc.30,777$1.65M0.0%-1.5%0.083%
4/17/2025 Acropolis Investment Management LLC12,040$647K0.0%+71.0%0.033%
4/16/2025 Opal Wealth Advisors LLC525$28K0.0%N/A0.001%
4/16/2025 Wealth Enhancement Advisory Services LLC7,640$411K0.0%+4.1%0.021%
4/15/2025 USA Financial Formulas925$50K0.0%N/A0.003%
4/11/2025 Vest Financial LLC63,702$3.42M0.1%N/A0.172%
(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, 210 institutional investors and hedge funds held shares of Enterprise Financial Services. The most heavily invested institutionals were PL Capital Advisors LLC ($2.24B), Wellington Management Group LLP ($147.45M), Vanguard Group Inc. ($124.38M), Dimensional Fund Advisors LP ($116.45M), Earnest Partners LLC ($99.33M), State Street Corp ($54.68M), and Geode Capital Management LLC ($49.94M).Learn more on Enterprise Financial Services' 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 170 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 ($38.99M), Wellington Management Group LLP ($876.27K), Nuveen LLC ($426.14K), Dimensional Fund Advisors LP ($425.98K), Vanguard Group Inc. ($327.84K), Jennison Associates LLC ($317.00K), and American Century Companies Inc. ($310.45K).

How much institutional buying is happening at Enterprise Financial Services?

Institutional investors have bought a total of 43,125,452 shares in the last 24 months. This purchase volume represents approximately $2.42B in transactions.

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

Of the 84 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: Wellington Management Group LLP ($801.32K), Janus Henderson Group PLC ($158.00K), F M Investments LLC ($146.00K), Millennium Management LLC ($121.86K), Western Financial Corp CA ($116.85K), Phocas Financial Corp. ($107.24K), and Cubist Systematic Strategies LLC ($93.60K).

How much institutional selling is happening at Enterprise Financial Services?

Institutional investors have sold a total of 2,436,222 shares in the last 24 months. This volume of shares sold represents approximately $130.33M in transactions.



This page (NASDAQ:EFSC) was last updated on 8/2/2025 by MarketBeat.com Staff
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