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 252 institutions that hold shares in the stock, with a total of 31.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.8 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
|
$221 Million
0.0% of portfolio
|
Q2 2024
Added 3.75%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,415,504
shares
|
$138 Million
0.03% of portfolio
|
Q2 2025
Reduced 11.96%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
2,363,039
shares
|
$135 Million
0.0% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
2,131,752
shares
|
$121 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 15, 2025 Q2 2025 |
1,658,762
shares
|
$94.5 Million
0.43% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
1,422,965
shares
|
$81.1 Million
0.07% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
1,199,161
shares
|
$68.3 Million
0.08% of portfolio
|
Q2 2025
Added 14.19%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,145,953
shares
|
$65.3 Million
0.0% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
934,727
shares
|
$53.3 Million
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
909,044
shares
|
$51.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
828,355
shares
|
$47.2 Million
25.51% of portfolio
|
Q3 2022
Reduced 1.18%
|
|
|
Pl Capital Advisors, LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
703,829
shares
|
$40.1 Million
14.77% of portfolio
|
Q4 2024
Reduced 98.23%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Jul 29, 2025 Q2 2025 |
613,019
shares
|
$34.9 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Jennison Associates LLC
|
Aug 01, 2025 Q2 2025 |
605,723
shares
|
$34.5 Million
0.02% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
534,542
shares
|
$30.5 Million
15.79% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
499,089
shares
|
$28.4 Million
0.0% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
457,342
shares
|
$26.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.1%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
430,662
shares
|
$24.5 Million
0.01% of portfolio
|
Q4 2024
Added 33.47%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
385,780
shares
|
$22 Million
0.0% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 12, 2025 Q2 2025 |
361,124
shares
|
$20.6 Million
10.79% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
311,614
shares
|
$17.8 Million
0.43% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
306,703
shares
|
$17.5 Million
0.0% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
282,455
shares
|
$16.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 33.72%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
224,960
shares
|
$12.8 Million
0.32% of portfolio
|
Q1 2024
Added 124.35%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
202,658
shares
|
$11.5 Million
0.1% of portfolio
|
Q2 2025
Added 9.65%
|