Enterprise Financial Services (EFSC) Institutional Ownership

$40.90
+0.29 (+0.71%)
(As of 05/17/2024 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)
81
Total
Institutional Inflows
(last 12 months)
$80.17M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$126.47M
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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
5/16/2024 California State Teachers Retirement System37,291$1.51M0.0%-5.1%0.099%
5/16/2024 EJF Capital LLC58,805$2.39M1.7%-17.3%0.157%
5/16/2024 Janus Henderson Group PLC278,899$11.31M0.0%-20.5%0.744%
5/16/2024 Kennedy Capital Management LLC236,384$9.59M0.2%-5.9%0.631%
5/15/2024 Earnest Partners LLC1,896,179$76.91M0.4%-2.3%5.058%
5/15/2024 Price T Rowe Associates Inc. MD24,824$1.01M0.0%+5.4%0.066%
5/14/2024 EntryPoint Capital LLC3,927$159K0.1%+87.4%0.010%
5/14/2024 MQS Management LLC5,904$239K0.1%N/A0.016%
5/10/2024 Vanguard Group Inc.2,020,424$81.95M0.0%+1.3%5.389%
5/9/2024 Foundry Partners LLC6,759$274K0.0%N/A0.018%
5/9/2024 State Board of Administration of Florida Retirement System9,894$441K0.0%-4.5%0.026%
5/8/2024 Entropy Technologies LP4,969$202K0.0%N/A0.013%
5/8/2024 ProShare Advisors LLC6,525$265K0.0%+8.6%0.017%
5/8/2024 Russell Investments Group Ltd.68,616$2.78M0.0%-16.3%0.183%
5/7/2024 Sei Investments Co.78,328$3.18M0.0%-11.8%0.209%
5/7/2024 Oppenheimer Asset Management Inc.28,460$1.15M0.0%-8.1%0.076%
5/7/2024 Mesirow Institutional Investment Management Inc.92,384$3.75M0.3%-69.6%0.246%
5/7/2024 SG Americas Securities LLC4,389$178K0.0%N/A0.012%
5/7/2024 Empowered Funds LLC104,453$4.24M0.1%+8.2%0.279%
5/6/2024 Quantbot Technologies LP6,113$248K0.0%+6,137.8%0.016%
5/2/2024 Financial Counselors Inc.42,599$1.73M0.0%-1.2%0.114%
5/2/2024 Jennison Associates LLC459,161$18.62M0.0%+11.6%1.225%
5/2/2024 Mutual of America Capital Management LLC158,025$6.41M0.1%+4.3%0.422%
5/2/2024 PL Capital Advisors LLC703,829$28.55M10.8%-2.8%1.877%
5/1/2024 BNP Paribas Financial Markets26,890$1.09M0.0%+54.9%0.072%
5/1/2024 Mirae Asset Global Investments Co. Ltd.15,485$687K0.0%-5.2%0.041%
4/30/2024 Allspring Global Investments Holdings LLC4,380$178K0.0%+9.2%0.012%
4/29/2024 Principal Financial Group Inc.17,904$726K0.0%+14.6%0.048%
4/26/2024 Peregrine Capital Management LLC128,325$5.21M0.1%-5.7%0.342%
4/18/2024 Allspring Global Investments Holdings LLC4,380$178K0.0%+9.2%0.012%
3/22/2024 PNC Financial Services Group Inc.696$31K0.0%-52.6%0.002%
3/11/2024 Vanguard Group Inc.1,994,848$89.07M0.0%+2.5%5.324%
3/5/2024 Fisher Asset Management LLC54,162$2.42M0.0%-4.8%0.145%
3/5/2024 Wellington Management Group LLP2,295,011$102.47M0.0%+7.0%6.125%
2/26/2024Virtu Financial LLC4,848$216K0.0%N/A0.013%
2/26/2024Teachers Retirement System of The State of Kentucky44,155$1.97M0.0%+31.4%0.118%
2/15/2024 BHZ Capital Management LP15,503$692K0.4%N/A0.041%
2/14/2024 LM Advisors LLC10,832$484K0.1%N/A0.029%
2/14/2024 Cullen Capital Management LLC8,493$379K0.0%N/A0.023%
2/13/2024 Hudson Edge Investment Partners Inc.11,094$495K0.1%-3.2%0.030%
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2/13/2024 Rafferty Asset Management LLC33,070$1.48M0.0%+25.8%0.088%
2/12/2024 Elizabeth Park Capital Advisors Ltd.54,826$2.45M1.7%-32.5%0.147%
2/12/2024 Connable Office Inc.9,219$412K0.0%N/A0.025%
2/9/2024 Commerce Bank21,885$977K0.0%-72.9%0.059%
2/9/2024 Enterprise Financial Services Corp404,058$18.04M11.0%+16.8%1.081%
2/9/2024 GW&K Investment Management LLC57,805$2.58M0.0%-1.7%0.155%
2/9/2024 Quest Partners LLC18,826$841K0.2%N/A0.050%
2/8/2024 Great Lakes Advisors LLC99,057$4.42M0.0%-21.3%0.265%
2/7/2024 Principal Financial Group Inc.15,628$698K0.0%+16.3%0.042%
2/7/2024 Dimensional Fund Advisors LP1,912,329$85.39M0.0%+5.5%5.115%
2/7/2024 BNP Paribas Financial Markets17,359$775K0.0%-7.2%0.046%
2/7/2024 Teacher Retirement System of Texas18,832$841K0.0%-38.4%0.050%
2/7/2024 Mesirow Institutional Investment Management Inc.303,706$13.56M1.3%+7.1%0.812%
2/6/2024 Charles Schwab Investment Management Inc.410,498$18.33M0.0%-0.2%1.098%
2/6/2024 Amalgamated Bank3,151$141K0.0%-10.2%0.008%
2/6/2024 Swiss National Bank73,764$3.29M0.0%-10.1%0.197%
2/6/2024 Fisher Asset Management LLC54,162$2.42M0.0%-4.8%0.145%
2/5/2024 Victory Capital Management Inc.12,939$578K0.0%-14.1%0.035%
2/5/2024 Russell Investments Group Ltd.81,964$3.66M0.0%-3.2%0.219%
2/2/2024 PL Capital Advisors LLC723,829$32.32M11.2%-6.1%1.936%
2/1/2024 Jennison Associates LLC411,256$18.36M0.0%+34.3%1.100%
1/31/2024 Knights of Columbus Asset Advisors LLC96,170$4.29M0.3%+94.6%0.257%
1/31/2024 Federated Hermes Inc.4,771$213K0.0%-14.0%0.013%
1/30/2024 Cornercap Investment Counsel Inc.24,071$1.08M0.2%-2.2%0.064%
1/30/2024 Strs Ohio4,600$205K0.0%+9.5%0.012%
1/30/2024 Phocas Financial Corp.228,840$10.22M1.4%+1.8%0.612%
1/26/2024 Mutual of America Capital Management LLC151,508$6.77M0.1%-1.7%0.405%
1/26/2024 Peregrine Capital Management LLC136,106$6.08M0.2%-25.0%0.364%
1/25/2024 Allspring Global Investments Holdings LLC4,010$179K0.0%+8.8%0.011%
1/25/2024 Western Financial Corp CA656,911$29.33M19.6%-1.0%1.757%
1/24/2024 Mirae Asset Global Investments Co. Ltd.16,338$729K0.0%+5.5%0.044%
1/16/2024 Acropolis Investment Management LLC7,509$335K0.0%-20.8%0.020%
1/11/2024 Ziegler Capital Management LLC100,273$4.48M0.2%-36.3%0.268%
1/10/2024 Cornerstone Wealth Management LLC13,526$604K0.1%-14.2%0.036%
12/18/2023 Vanguard Group Inc.1,946,265$72.99M0.0%+0.8%5.206%
12/6/2023 Citigroup Inc.18,912$709K0.0%-49.6%0.051%
12/1/2023 Wellington Management Group LLP2,144,988$80.44M0.0%+11.5%5.737%
11/30/2023 American Century Companies Inc.349,266$13.10M0.0%+14.7%0.934%
11/16/2023Moneta Group Investment Advisors LLC85,784$3.22M0.1%+6.2%0.229%
11/15/2023 Kennedy Capital Management LLC287,247$10.77M0.3%-7.5%0.768%
11/15/2023 Earnest Partners LLC2,019,706$75.74M0.4%-3.4%5.402%
11/15/2023 EJF Capital LLC79,928$3.00M1.3%-7.0%0.214%
11/15/2023 Endeavour Capital Advisors Inc.49,727$1.87M0.7%N/A0.133%
11/15/2023 Alps Advisors Inc.8,757$328K0.0%+38.2%0.023%
11/14/2023 Lazard Asset Management LLC12,573$470K0.0%+79.8%0.034%
11/14/2023 Qube Research & Technologies Ltd92,174$3.46M0.0%+22.6%0.247%
11/14/2023 Trexquant Investment LP14,018$526K0.0%+6.8%0.037%
11/14/2023 Mutual Advisors LLC25,068$940K0.0%+2.9%0.067%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.5,814$218K0.0%N/A0.016%
11/13/2023 Federated Hermes Inc.5,546$208K0.0%+33.5%0.015%
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11/13/2023 Mariner LLC14,730$552K0.0%N/A0.039%
11/13/2023 Brandywine Global Investment Management LLC96,360$3.61M0.0%-1.6%0.258%
11/13/2023 Hsbc Holdings PLC18,452$692K0.0%-5.4%0.049%
11/13/2023 Envestnet Asset Management Inc.114,782$4.30M0.0%+247.3%0.307%
11/13/2023 Rafferty Asset Management LLC26,291$986K0.0%-22.2%0.070%
11/13/2023 PNC Financial Services Group Inc.1,469$55K0.0%+263.6%0.004%
11/13/2023 DekaBank Deutsche Girozentrale10,317$378K0.0%N/A0.028%
11/9/2023 William Blair Investment Management LLC713,478$26.76M0.1%-7.3%1.908%
11/9/2023 Rhumbline Advisers70,543$2.65M0.0%+23.1%0.189%
11/9/2023 Deutsche Bank AG18,395$690K0.0%+10.7%0.049%
(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, 165 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 Western Financial Corporation ($34.79M).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 5,220,544 shares in the last 24 months. This purchase volume represents approximately $230.56M in transactions.

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

Of the 88 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 4,332,753 shares in the last 24 months. This volume of shares sold represents approximately $177.54M in transactions.


This page (NASDAQ:EFSC) was last updated on 5/19/2024 by MarketBeat.com Staff

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