Who owns Enterprise Financial Services (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-Q2 13F filings (latest filed 2026-09-22). 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
The tracked-fund tape on EFSC is one-sided between 2026-Q1 and 2026-Q2: 101 added or opened and 30 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 251 tracked filers holding EFSC, 141 increased or opened the position and 105 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 9
- ASSETMARK, INC$2M
- Atom Investors LP$2M
- Schonfeld Strategic Advisors LLC$2M
- Squarepoint Ops LLC$1M
- SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$1M
- Quadrature Capital Ltd$1M
Full exits 18
- Thrivent Financial for Lutherans$25M
- MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7M
- JANE STREET GROUP, LLC$7M
- CSM Advisors, LLC$4M
- Point72 Asset Management, L.P.$4M
- SG Americas Securities, LLC$4M
Largest adds
- BlackRock, Inc.$51M
- STATE STREET CORP$32M
- DIMENSIONAL FUND ADVISORS LP$29M
- AMERICAN CENTURY COMPANIES INC$23M
- VANGUARD CAPITAL MANAGEMENT LLC$17M
- WELLINGTON MANAGEMENT GROUP LLP$16M
Largest trims
- Nuveen, LLC$8M
- FIRST TRUST ADVISORS LP$6M
- NFJ INVESTMENT GROUP, LLC$4M
- Qube Research & Technologies Ltd$3M
- Vest Financial, LLC$862K
- Lido Advisors, LLC$682K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 3,567,204 | $235M | 12.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 2,909,537 | $192M | 10.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,231,244 | $147M | 7.7% | 2026-Q2 |
| STATE STREET CORP added | 1,603,494 | $106M | 5.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,563,290 | $103M | 5.4% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 1,392,133 | $92M | 4.8% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,212,761 | $80M | 4.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 980,654 | $65M | 3.4% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 929,832 | $61M | 3.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 917,310 | $60M | 3.2% | 2026-Q2 |
| PL Capital Advisors, LLC | 733,329 | $48M | 2.5% | 2026-Q2 |
| JENNISON ASSOCIATES LLC added | 700,312 | $46M | 2.4% | 2026-Q2 |
| Western Financial Corp/CA trimmed | 575,021 | $38M | 2.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 570,530 | $38M | 2.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 440,943 | $29M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 388,556 | $26M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 359,537 | $24M | 1.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 349,718 | $23M | 1.2% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 346,149 | $23M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 344,784 | $23M | 1.2% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 292,272 | $19M | 1.0% | 2026-Q2 |
| ENDEAVOUR CAPITAL ADVISORS INC added | 282,702 | $19M | 1.0% | 2026-Q2 |
| Fisher Asset Management, LLC added | 245,348 | $16M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 241,642 | $16M | 0.8% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 238,081 | $16M | 0.8% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 220,944 | $15M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 214,287 | $14M | 0.7% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 208,915 | $14M | 0.7% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 194,487 | $13M | 0.7% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 179,211 | $12M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 173,266 | $11M | 0.6% | 2026-Q2 |
| Empowered Funds, LLC added | 163,572 | $11M | 0.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 156,410 | $10M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 143,111 | $9M | 0.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 140,377 | $9M | 0.5% | 2026-Q2 |
| DENALI ADVISORS LLC trimmed | 135,100 | $9M | 0.5% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 134,380 | $9M | 0.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 129,769 | $9M | 0.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 122,203 | $8M | 0.4% | 2026-Q2 |
| Boston Partners trimmed | 100,729 | $7M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 100,109 | $7M | 0.3% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 99,578 | $7M | 0.3% | 2026-Q2 |
| Phocas Financial Corp. trimmed | 99,188 | $7M | 0.3% | 2026-Q2 |
| Trexquant Investment LP added | 92,615 | $6M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 92,558 | $6M | 0.3% | 2026-Q2 |
| NFJ INVESTMENT GROUP, LLC trimmed | 90,965 | $6M | 0.3% | 2026-Q2 |
| Emerald Investment Advisers, LLC added | 89,897 | $6M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 88,748 | $6M | 0.3% | 2026-Q2 |
| Plancorp, LLC trimmed | 87,704 | $6M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP added | 83,780 | $6M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 81,285 | $5M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 80,343 | $5M | 0.3% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 77,544 | $5M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 75,514 | $5M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 73,964 | $5M | 0.3% | 2026-Q2 |
| Creative Planning added | 72,243 | $5M | 0.3% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 68,451 | $5M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 67,731 | $4M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 60,830 | $4M | 0.2% | 2026-Q2 |
| Vest Financial, LLC trimmed | 60,333 | $4M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 54,559 | $4M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 53,431 | $4M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 50,952 | $3M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 50,589 | $3M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 49,858 | $3M | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 49,592 | $3M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 48,432 | $3M | 0.2% | 2026-Q2 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 45,000 | $3M | 0.2% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 43,954 | $3M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 43,013 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 42,916 | $3M | 0.1% | 2026-Q2 |
| MAI Capital Management added | 40,791 | $3M | 0.1% | 2026-Q2 |
| RBF Capital, LLC | 40,700 | $3M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 39,438 | $3M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 38,961 | $3M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 37,293 | $2M | 0.1% | 2026-Q2 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 35,922 | $2M | 0.1% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. trimmed | 34,466 | $2M | 0.1% | 2026-Q2 |
| Midwest Trust Co trimmed | 33,389 | $2M | 0.1% | 2026-Q2 |
| ASSETMARK, INC new | 31,154 | $2M | 0.1% | 2026-Q2 |
| Acropolis Investment Management, LLC | 31,105 | $2M | 0.1% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 30,882 | $2M | 0.1% | 2026-Q2 |
| Atom Investors LP new | 30,731 | $2M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC new | 30,629 | $2M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 30,425 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 27,575 | $2M | 0.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 26,716 | $2M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 25,677 | $2M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 25,674 | $2M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 25,355 | $2M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 24,197 | $2M | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 24,132 | $2M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 23,317 | $2M | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 22,931 | $2M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 22,046 | $1M | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC added | 21,721 | $1M | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new | 21,603 | $1M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 21,498 | $1M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 21,481 | $1M | 0.1% | 2026-Q2 |
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.