Who owns Enterprise Financial Services Corp (EFSC)
Which tracked institutional funds hold EFSC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EFSC company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-26). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
50 tracked funds added or opened EFSC while 38 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EFSC’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes EFSC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EFSC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 261 tracked filers holding EFSC, 128 increased or opened the position and 105 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EFSC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 19
- VANGUARD CAPITAL MANAGEMENT LLC$85M
- VANGUARD PORTFOLIO MANAGEMENT LLC$29M
- VANGUARD FIDUCIARY TRUST CO$13M
- GLENMEDE TRUST CO NA$10M
- JANE STREET GROUP, LLC$7M
- Emerald Investment Advisers, LLC$5M
Full exits 6
- VANGUARD GROUP INC$113M
- F/m Investments LLC$5M
- Brandywine Global Investment Management, LLC$4M
- AlphaQuest LLC$3M
- PRINCIPAL FINANCIAL GROUP INC$2M
- Verition Fund Management LLC$2M
Largest adds
- WELLINGTON MANAGEMENT GROUP LLP$16M
- Qube Research & Technologies Ltd$8M
- AMERICAN CENTURY COMPANIES INC$6M
- ENDEAVOUR CAPITAL ADVISORS INC$5M
- STATE STREET CORP$5M
- GOLDMAN SACHS GROUP INC$4M
Largest trims
- Thrivent Financial for Lutherans$28M
- FIRST TRUST ADVISORS LP$13M
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$12M
- JPMORGAN CHASE & CO$5M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$5M
- Campbell & CO Investment Adviser LLC$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 3,394,603 | $184M | 10.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 3,243,810 | $176M | 9.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,188,766 | $118M | 6.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,580,057 | $85M | 4.8% | 2026-Q1 |
| EARNEST PARTNERS LLC trimmed | 1,445,533 | $78M | 4.4% | 2026-Q1 |
| STATE STREET CORP added | 1,354,345 | $73M | 4.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 1,226,799 | $66M | 3.7% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,052,353 | $57M | 3.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 969,412 | $52M | 2.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 933,735 | $51M | 2.8% | 2026-Q1 |
| PL Capital Advisors, LLC | 733,329 | $40M | 2.2% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 607,892 | $33M | 1.8% | 2026-Q1 |
| Western Financial Corp/CA trimmed | 576,505 | $31M | 1.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 537,467 | $29M | 1.6% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 476,173 | $26M | 1.4% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 471,145 | $25M | 1.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 437,070 | $24M | 1.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 397,357 | $22M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 368,308 | $20M | 1.1% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 295,712 | $16M | 0.9% | 2026-Q1 |
| ENDEAVOUR CAPITAL ADVISORS INC added | 282,496 | $15M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 270,152 | $15M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 268,907 | $14M | 0.8% | 2026-Q1 |
| Nuveen, LLC added | 259,048 | $14M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 237,362 | $13M | 0.7% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 236,638 | $13M | 0.7% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 217,844 | $12M | 0.7% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 215,035 | $12M | 0.7% | 2026-Q1 |
| GLENMEDE TRUST CO NA added | 186,523 | $10M | 0.6% | 2026-Q1 |
| NFJ INVESTMENT GROUP, LLC trimmed | 175,836 | $10M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 167,178 | $9M | 0.5% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 162,703 | $9M | 0.5% | 2026-Q1 |
| Empowered Funds, LLC added | 157,012 | $8M | 0.5% | 2026-Q1 |
| DENALI ADVISORS LLC | 140,800 | $8M | 0.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 133,561 | $7M | 0.4% | 2026-Q1 |
| Fisher Asset Management, LLC added | 133,230 | $7M | 0.4% | 2026-Q1 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 129,103 | $7M | 0.4% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 127,113 | $7M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 120,129 | $7M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 119,990 | $6M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 113,668 | $6M | 0.3% | 2026-Q1 |
| Boston Partners trimmed | 104,676 | $6M | 0.3% | 2026-Q1 |
| Phocas Financial Corp. trimmed | 104,362 | $6M | 0.3% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 104,240 | $6M | 0.3% | 2026-Q1 |
| Plancorp, LLC added | 92,536 | $5M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 96,998 | $5M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 89,474 | $5M | 0.3% | 2026-Q1 |
| Vest Financial, LLC trimmed | 89,386 | $5M | 0.3% | 2026-Q1 |
| Emerald Investment Advisers, LLC new | 86,410 | $5M | 0.3% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 84,335 | $5M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 81,172 | $4M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 80,959 | $4M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 79,512 | $4M | 0.2% | 2026-Q1 |
| CSM Advisors, LLC added | 76,007 | $4M | 0.2% | 2026-Q1 |
| Swiss National Bank | 72,964 | $4M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 68,451 | $4M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 66,270 | $4M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 65,832 | $4M | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 64,232 | $3M | 0.2% | 2026-Q1 |
| Creative Planning added | 58,189 | $3M | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 56,442 | $3M | 0.2% | 2026-Q1 |
| Trexquant Investment LP added | 52,432 | $3M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 51,515 | $3M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 49,631 | $3M | 0.2% | 2026-Q1 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 48,175 | $3M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 47,813 | $3M | 0.1% | 2026-Q1 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 46,519 | $3M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 46,142 | $2M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 44,569 | $2M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 44,673 | $2M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 43,027 | $2M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 41,295 | $2M | 0.1% | 2026-Q1 |
| RBF Capital, LLC | 40,700 | $2M | 0.1% | 2026-Q1 |
| MAI Capital Management added | 40,353 | $2M | 0.1% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 40,010 | $2M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 39,597 | $2M | 0.1% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. | 38,785 | $2M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 38,778 | $2M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 37,343 | $2M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 35,225 | $2M | 0.1% | 2026-Q1 |
| Midwest Trust Co trimmed | 33,589 | $2M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 32,771 | $2M | 0.1% | 2026-Q1 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 32,696 | $2M | 0.1% | 2026-Q1 |
| Acropolis Investment Management, LLC | 31,105 | $2M | 0.1% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 30,987 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,087,870 | $113M | 6.3% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 1,189,871 | $69M | 3.9% | 2025-Q3 stale |
| Foundry Partners, LLC added | 174,120 | $9M | 0.5% | 2025-Q1 stale |
| Hillsdale Investment Management Inc. added | 101,700 | $6M | 0.3% | 2025-Q3 stale |
| F/m Investments LLC trimmed | 86,597 | $5M | 0.3% | 2025-Q4 stale |
| AXA Investment Managers S.A. new | 67,921 | $4M | 0.2% | 2025-Q3 stale |
| AXA S.A. | 67,921 | $4M | 0.2% | 2025-Q2 stale |
| Brandywine Global Investment Management, LLC trimmed | 66,111 | $4M | 0.2% | 2025-Q4 stale |
| AlphaQuest LLC added | 49,847 | $3M | 0.2% | 2025-Q4 stale |
| Elizabeth Park Capital Advisors, Ltd. added | 43,342 | $3M | 0.1% | 2025-Q3 stale |
| HUSSMAN STRATEGIC ADVISORS, INC. new | 42,000 | $2M | 0.1% | 2025-Q2 stale |
| FINANCIAL COUNSELORS INC trimmed | 38,423 | $2M | 0.1% | 2025-Q1 stale |
| PRINCIPAL FINANCIAL GROUP INC added | 36,225 | $2M | 0.1% | 2025-Q4 stale |
| Jackson Creek Investment Advisors LLC added | 30,602 | $2M | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.