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Institutional Ownership · SEC Form 13F

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.

262
Institutional holders
30M
Shares held (tracked funds)
82.3%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed3,394,603$184M10.3%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added3,243,810$176M9.8%2026-Q1
DIMENSIONAL FUND ADVISORS LP added2,188,766$118M6.6%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,580,057$85M4.8%2026-Q1
EARNEST PARTNERS LLC trimmed1,445,533$78M4.4%2026-Q1
STATE STREET CORP added1,354,345$73M4.1%2026-Q1
FIRST TRUST ADVISORS LP trimmed1,226,799$66M3.7%2026-Q1
AMERICAN CENTURY COMPANIES INC added1,052,353$57M3.2%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed969,412$52M2.9%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed933,735$51M2.8%2026-Q1
PL Capital Advisors, LLC733,329$40M2.2%2026-Q1
JENNISON ASSOCIATES LLC trimmed607,892$33M1.8%2026-Q1
Western Financial Corp/CA trimmed576,505$31M1.8%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new537,467$29M1.6%2026-Q1
Qube Research & Technologies Ltd added476,173$26M1.4%2026-Q1
Thrivent Financial for Lutherans trimmed471,145$25M1.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added437,070$24M1.3%2026-Q1
BANK OF AMERICA CORP /DE/ added397,357$22M1.2%2026-Q1
NORTHERN TRUST CORP added368,308$20M1.1%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed295,712$16M0.9%2026-Q1
ENDEAVOUR CAPITAL ADVISORS INC added282,496$15M0.9%2026-Q1
GOLDMAN SACHS GROUP INC added270,152$15M0.8%2026-Q1
JPMORGAN CHASE & CO trimmed268,907$14M0.8%2026-Q1
Nuveen, LLC added259,048$14M0.8%2026-Q1
VANGUARD FIDUCIARY TRUST CO new237,362$13M0.7%2026-Q1
Aptus Capital Advisors, LLC added236,638$13M0.7%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added217,844$12M0.7%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC trimmed215,035$12M0.7%2026-Q1
GLENMEDE TRUST CO NA added186,523$10M0.6%2026-Q1
NFJ INVESTMENT GROUP, LLC trimmed175,836$10M0.5%2026-Q1
Bank of New York Mellon Corp trimmed167,178$9M0.5%2026-Q1
Russell Investments Group, Ltd. added162,703$9M0.5%2026-Q1
Empowered Funds, LLC added157,012$8M0.5%2026-Q1
DENALI ADVISORS LLC140,800$8M0.4%2026-Q1
MORGAN STANLEY trimmed133,561$7M0.4%2026-Q1
Fisher Asset Management, LLC added133,230$7M0.4%2026-Q1
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed129,103$7M0.4%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH added127,113$7M0.4%2026-Q1
JANE STREET GROUP, LLC added120,129$7M0.4%2026-Q1
FRANKLIN RESOURCES INC added119,990$6M0.4%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added113,668$6M0.3%2026-Q1
Boston Partners trimmed104,676$6M0.3%2026-Q1
Phocas Financial Corp. trimmed104,362$6M0.3%2026-Q1
MONETA GROUP INVESTMENT ADVISORS LLC added104,240$6M0.3%2026-Q1
Plancorp, LLC added92,536$5M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed96,998$5M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed89,474$5M0.3%2026-Q1
Vest Financial, LLC trimmed89,386$5M0.3%2026-Q1
Emerald Investment Advisers, LLC new86,410$5M0.3%2026-Q1
PEREGRINE CAPITAL MANAGEMENT LLC trimmed84,335$5M0.3%2026-Q1
WELLS FARGO & COMPANY/MN trimmed81,172$4M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added80,959$4M0.2%2026-Q1
SEI INVESTMENTS CO added79,512$4M0.2%2026-Q1
CSM Advisors, LLC added76,007$4M0.2%2026-Q1
Swiss National Bank72,964$4M0.2%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND68,451$4M0.2%2026-Q1
Point72 Asset Management, L.P. added66,270$4M0.2%2026-Q1
SG Americas Securities, LLC added65,832$4M0.2%2026-Q1
UBS Group AG trimmed64,232$3M0.2%2026-Q1
Creative Planning added58,189$3M0.2%2026-Q1
Invesco Ltd. added56,442$3M0.2%2026-Q1
Trexquant Investment LP added52,432$3M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed51,515$3M0.2%2026-Q1
TWO SIGMA INVESTMENTS, LP added49,631$3M0.2%2026-Q1
MALTESE CAPITAL MANAGEMENT LLC trimmed48,175$3M0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed47,813$3M0.1%2026-Q1
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY46,519$3M0.1%2026-Q1
MARSHALL WACE, LLP added46,142$2M0.1%2026-Q1
HRT FINANCIAL LP added44,569$2M0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed44,673$2M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added43,027$2M0.1%2026-Q1
Quantinno Capital Management LP added41,295$2M0.1%2026-Q1
RBF Capital, LLC40,700$2M0.1%2026-Q1
MAI Capital Management added40,353$2M0.1%2026-Q1
GW&K Investment Management, LLC trimmed40,010$2M0.1%2026-Q1
Corient Private Wealth LLC added39,597$2M0.1%2026-Q1
FIRST MANHATTAN CO. LLC.38,785$2M0.1%2026-Q1
CITADEL ADVISORS LLC trimmed38,778$2M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P.37,343$2M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed35,225$2M0.1%2026-Q1
Midwest Trust Co trimmed33,589$2M0.1%2026-Q1
DEUTSCHE BANK AG\ added32,771$2M0.1%2026-Q1
MOSAIC FAMILY WEALTH PARTNERS, LLC32,696$2M0.1%2026-Q1
Acropolis Investment Management, LLC31,105$2M0.1%2026-Q1
Visionary Wealth Advisors trimmed30,987$2M0.1%2026-Q1
VANGUARD GROUP INC trimmed2,087,870$113M6.3%2025-Q4 stale
MACQUARIE GROUP LTD trimmed1,189,871$69M3.9%2025-Q3 stale
Foundry Partners, LLC added174,120$9M0.5%2025-Q1 stale
Hillsdale Investment Management Inc. added101,700$6M0.3%2025-Q3 stale
F/m Investments LLC trimmed86,597$5M0.3%2025-Q4 stale
AXA Investment Managers S.A. new67,921$4M0.2%2025-Q3 stale
AXA S.A.67,921$4M0.2%2025-Q2 stale
Brandywine Global Investment Management, LLC trimmed66,111$4M0.2%2025-Q4 stale
AlphaQuest LLC added49,847$3M0.2%2025-Q4 stale
Elizabeth Park Capital Advisors, Ltd. added43,342$3M0.1%2025-Q3 stale
HUSSMAN STRATEGIC ADVISORS, INC. new42,000$2M0.1%2025-Q2 stale
FINANCIAL COUNSELORS INC trimmed38,423$2M0.1%2025-Q1 stale
PRINCIPAL FINANCIAL GROUP INC added36,225$2M0.1%2025-Q4 stale
Jackson Creek Investment Advisors LLC added30,602$2M0.1%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.

HoldersTotal shares

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.

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