Institutional Ownership Enterprise Financial Services Corp (EFSC)
This table provides information about the institutional ownership of Enterprise Financial Services Corp (EFSC). We have compiled data on the 256 institutions that hold shares in the stock, with a total of 31.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,886,983
shares
|
$204 Million
0.0% of portfolio
|
Q2 2024
Added 3.75%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
2,743,772
shares
|
$144 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
2,314,377
shares
|
$122 Million
0.0% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
2,166,983
shares
|
$114 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
1,848,381
shares
|
$97.2 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
1,402,171
shares
|
$73.7 Million
0.07% of portfolio
|
Q1 2025
Added 1753.33%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
1,109,505
shares
|
$58.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
1,050,146
shares
|
$55.2 Million
0.07% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
927,001
shares
|
$48.7 Million
0.0% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
911,911
shares
|
$47.9 Million
0.03% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
828,355
shares
|
$43.6 Million
25.51% of portfolio
|
Q3 2022
Reduced 1.18%
|
|
|
Pl Capital Advisors, LLC
Naples, FL |
May 13, 2025 Q1 2025 |
703,829
shares
|
$37 Million
14.2% of portfolio
|
Q4 2024
Reduced 98.23%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
663,646
shares
|
$34.9 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
584,490
shares
|
$30.7 Million
18.25% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Jennison Associates LLC
|
May 02, 2025 Q1 2025 |
572,082
shares
|
$30.1 Million
0.02% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
488,546
shares
|
$25.7 Million
0.01% of portfolio
|
Q1 2025
Added 11.88%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
457,342
shares
|
$24 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.1%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
430,662
shares
|
$22.6 Million
0.01% of portfolio
|
Q4 2024
Added 33.47%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
426,142
shares
|
$22.4 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
371,227
shares
|
$19.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2025 Q1 2025 |
349,365
shares
|
$18.4 Million
11.26% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
301,346
shares
|
$15.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
233,724
shares
|
$12.3 Million
0.34% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
224,960
shares
|
$11.8 Million
0.32% of portfolio
|
Q1 2024
Added 124.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
221,348
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.58%
|