Enterprise Financial ServiceEFSC
13F holders, Q4 2024 (December 31)225holders −3
18new positions
24sold out
6famous investors
$56.40avg. 13F price*
At the end of Q4 2024, 225 institutions reported holding Enterprise Financial Service (EFSC) in their 13F filings, down 3 from Q3 2024. 18 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($221.8M), Wellington Management Group LLP ($190.3M) and Dimensional Fund Advisors LP ($124.9M). 6 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Enterprise Financial Service
- CUSIP
- 293712105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $12.8M |
| Exits | 24 | $10.8M |
All 13F filers, Q3 2024 → Q4 2024: 1,579,516 shares bought and 1,130,786 shares sold, net +448,730 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 225 holders
| BlackRock, Inc. | 0.00% | Add +0.7% | 3,932,112 | $221.8M |
| Wellington Management Group LLP | 0.03% | Reduce -4.8% | 3,373,927 | $190.3M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.5% | 2,215,368 | $124.9M |
| Vanguard Group Inc. | 0.00% | Add +0.7% | 2,089,008 | $117.8M |
| Earnest Partners LLC | 0.47% | Reduce -0.7% | 1,883,355 | $106.2M |
| State Street Corp. | 0.00% | Add +12.1% | 1,196,044 | $67.5M |
| Macquarie Group Ltd. | 0.07% | Reduce -0.3% | 1,024,393 | $57.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.8% | 885,238 | $49.9M |
| American Century Companies Inc. | 0.03% | Add +12.9% | 847,939 | $47.8M |
| PL Capital Advisors, LLC | 13.55% | No change | 703,829 | $39.7M |
| William Blair Investment Management, LLC | 0.10% | Add +2.5% | 694,316 | $39.2M |
| Western Financial Corp | 18.14% | Reduce -4.8% | 585,318 | $33.0M |
| Jennison Associates LLC | 0.02% | Add +28.3% | 566,780 | $32.0M |
| JPMorgan Chase & Co. | 0.00% | Add +1.3% | 565,314 | $31.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.5% | 436,668 | $24.6M |
| Nuveen Asset Management, LLC | 0.01% | Add +33.5% | 430,662 | $24.3M |
| Northern Trust Corp. | 0.00% | Add +4.7% | 380,133 | $21.4M |
| Enterprise Financial Services Corp | 11.40% | Reduce -5.1% | 363,382 | $20.5M |
| Bank of America Corp. | 0.00% | Reduce -1.4% | 318,111 | $17.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +17.6% | 275,252 | $15.5M |
| Hotchkis & Wiley Capital Management LLC | 0.05% | Add +44.1% | 252,350 | $14.2M |
| Bridgeway Capital Management, LLC | 0.29% | Add +2.6% | 233,682 | $13.2M |
| Morgan Stanley | 0.00% | Reduce -30.1% | 182,470 | $10.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.6% | 174,900 | $9.9M |
| Foundry Partners, LLC | 0.49% | Add +30.8% | 171,143 | $9.7M |
| Weiss Asset Management LP | 0.30% | New | 170,318 | $9.6M |
| Aptus Capital Advisors, LLC | 0.11% | Add +40.8% | 166,907 | $9.4M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -7.6% | 155,797 | $8.8M |
| Mutual of America Capital Management LLC | 0.09% | Add +2.4% | 141,688 | $8.0M |
| Phocas Financial Corp. | 1.04% | Add +21.8% | 138,498 | $7.8M |
| Raymond James Financial Inc. | 0.00% | — | 133,975 | $7.6M |
| Kennedy Capital Management LLC | 0.16% | Reduce -27.0% | 127,295 | $7.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.9% | 125,154 | $7.1M |
| Empowered Funds, LLC | 0.10% | Add +5.1% | 123,282 | $7.0M |
| Denali Advisors LLC | 0.72% | Add +102.7% | 121,992 | $6.9M |
| Peregrine Capital Management LLC | 0.18% | Add +9.9% | 106,030 | $6.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -13.3% | 102,206 | $5.8M |
| Wells Fargo & Company | 0.00% | Add +3.5% | 101,216 | $5.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +10.4% | 96,582 | $5.4M |
| UBS Group AG | 0.00% | Add +265.2% | 93,289 | $5.3M |
| Endeavour Capital Advisors Inc. | 1.65% | Reduce -30.8% | 91,983 | $5.2M |
| Barclays PLC | 0.00% | Add +9.5% | 91,886 | $5.2M |
| Moneta Group Investment Advisors LLC | 0.07% | Add +14.1% | 90,772 | $5.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +90.5% | 85,335 | $4.8M |
| Ameriprise Financial Inc. | 0.00% | Add +11.4% | 83,179 | $4.7M |
| Invesco Ltd. | 0.00% | Add +5.7% | 82,228 | $4.6M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -4.4% | 76,735 | $4.3M |
| First Trust Advisors LP | 0.00% | Reduce -23.4% | 75,657 | $4.3M |
| Fisher Asset Management | 0.00% | Add +37.0% | 74,195 | $4.2M |
| Swiss National Bank | 0.00% | No change | 73,164 | $4.1M |
| F/m Investments LLC | 0.15% | Reduce -66.7% | 72,976 | $4.1M |
| Citigroup Inc. | 0.00% | Add +63.4% | 68,575 | $3.9M |
| Maltese Capital Management LLC | 0.59% | Reduce -15.8% | 68,200 | $3.8M |
| New York State Common Retirement Fund | 0.01% | Add +48.4% | 67,186 | $3.8M |
| Sei Investments Co. | 0.00% | Add +21.0% | 65,841 | $3.7M |
| NFJ Investment Group, LLC | 0.12% | Reduce -1.2% | 63,635 | $3.6M |
| Plancorp, LLC | 0.14% | Reduce -7.7% | 59,060 | $3.3M |
| Rhumbline Advisers | 0.00% | Reduce -0.8% | 58,984 | $3.3M |
| Martingale Asset Management L P | 0.08% | Reduce -0.0% | 58,874 | $3.3M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 55,114 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +273.7% | 54,172 | $3.1M |
| AQR Capital Management | 0.00% | Reduce -27.8% | 51,120 | $2.9M |
| GW&K Investment Management, LLC | 0.02% | Reduce -7.3% | 47,733 | $2.7M |
| Franklin Resources Inc. | 0.00% | Reduce -0.7% | 46,412 | $2.6M |
| Guggenheim Capital LLC | 0.02% | Reduce -9.6% | 46,150 | $2.6M |
| Boston Partners | 0.00% | Add +145.9% | 43,275 | $2.4M |
| EJF Capital LP | 1.64% | Reduce -26.4% | 42,290 | $2.4M |
| Creative Planning | 0.00% | Reduce -4.7% | 41,756 | $2.4M |
| Financial Counselors Inc. | 0.03% | No change | 40,704 | $2.3M |
| RBF Capital, LLC | 0.12% | Reduce -10.0% | 40,700 | $2.3M |
| Knights of Columbus Asset Advisors LLC | 0.15% | Add +0.3% | 39,868 | $2.2M |
| Legal & General Group Plc | 0.00% | Add +1.4% | 39,390 | $2.2M |
| Millennium Management | 0.00% | Reduce -71.5% | 39,264 | $2.2M |
| MAI Capital Management | 0.02% | Add +1.9% | 38,019 | $2.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -8.8% | 35,943 | $2.0M |
| California State Teachers Retirement System | 0.00% | Reduce -1.5% | 34,895 | $2.0M |
| Mosaic Family Wealth Partners, LLC | 0.27% | Add +38.0% | 32,696 | $1.8M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +1.0% | 31,233 | $1.8M |
| Deutsche Bank AG | 0.00% | Add +56.7% | 30,874 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -30.2% | 29,905 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.1% | 29,268 | $1.7M |
| Prudential Financial Inc. | 0.00% | Add +1.1% | 27,696 | $1.6M |
| Rafferty Asset Management, LLC | 0.01% | Add +11.3% | 28,706 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +4.5% | 24,570 | $1.4M |
| Mutual Advisors, LLC | 0.04% | No change | 24,056 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -1.8% | 24,169 | $1.4M |
| Victory Capital Management Inc. | 0.00% | Add +47.3% | 23,557 | $1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +437.4% | 23,223 | $1.3M |
| Teacher Retirement System of Texas | 0.00% | Add +37.5% | 23,208 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Add +5.7% | 22,600 | $1.3M |
| Commerce Bank | 0.01% | Reduce -2.2% | 21,465 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.9% | 21,064 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +6.6% | 20,113 | $1.1M |
| Renaissance Technologies | 0.00% | New | 19,004 | $1.1M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.0% | 18,406 | $1.0M |
| Royal Bank of Canada | 0.00% | Reduce -2.0% | 17,466 | $985K |
| Principal Financial Group Inc. | 0.00% | Add +7.0% | 17,252 | $973K |
| Intech Investment Management LLC | 0.01% | Add +196.7% | 17,173 | $969K |
| Globeflex Capital L P | 0.08% | No change | 17,119 | $966K |
| Janus Henderson Group PLC | 0.00% | No change | 16,575 | $934K |
| Cullen Capital Management, LLC | 0.01% | Add +86.7% | 15,611 | $880K |
| Mariner, LLC | 0.00% | Add +0.9% | 14,942 | $843K |
| HSBC Holdings PLC | 0.00% | Add +27.7% | 14,717 | $831K |
| BNP Paribas Financial Markets | 0.00% | Reduce -14.8% | 13,553 | $764K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +0.1% | 13,513 | $762K |
| AlphaQuest LLC | 0.10% | Add +120363.6% | 13,251 | $747K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 13,105 | $739K |
| Voya Investment Management LLC | 0.00% | Reduce -5.9% | 11,636 | $656K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +26.1% | 11,243 | $634K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -22.0% | 11,000 | $619K |
| Arizona State Retirement System | 0.00% | Add +0.5% | 10,845 | $612K |
| LM Advisors LLC | 0.11% | No change | 10,832 | $611K |
| Sterling Capital Management LLC | 0.01% | Add +10.9% | 10,577 | $597K |
| Citadel Advisors | 0.00% | Reduce -24.9% | 10,457 | $590K |
| ProShare Advisors LLC | 0.00% | Add +49.0% | 10,426 | $588K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,304 | $581K |
| Harbor Capital Advisors, Inc. | 0.03% | Reduce -10.0% | 10,206 | $576K |
| Cetera Investment Advisers | 0.00% | Reduce -1.7% | 9,721 | $548K |
| Connable Office Inc. | 0.06% | No change | 9,525 | $537K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 10,317 | $529K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -54.5% | 9,133 | $515K |
| STRS Ohio | 0.00% | No change | 9,100 | $513K |
| Integrated Investment Consultants, LLC | 0.10% | Add +0.2% | 8,612 | $486K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.2% | 8,429 | $475K |
| Choreo, LLC | 0.01% | Add +0.2% | 8,291 | $470K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 7,942 | $448K |
| Jag Capital Management, LLC | 0.06% | No change | 7,905 | $446K |
| Handelsbanken Fonder AB | 0.00% | No change | 7,837 | $442K |
| Keybank National Association | 0.00% | Add +36.3% | 7,679 | $433K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +10.5% | 7,338 | $414K |
| Henshaw Capital LLC | 0.02% | No change | 7,329 | $413K |
| KLP Kapitalforvaltning As | 0.00% | — | 7,200 | $406K |
| Acropolis Investment Management, LLC | 0.02% | No change | 7,040 | $397K |
| LPL Financial LLC | 0.00% | Add +15.1% | 6,963 | $393K |
| Courier Capital LLC | 0.03% | No change | 6,416 | $362K |
| Lido Advisors, LLC | 0.00% | No change | 6,370 | $359K |
| Cornerstone Planning, LLC | 0.13% | — | 6,252 | $353K |
| EP Wealth Advisors, LLC | 0.00% | No change | 6,176 | $348K |
| Busey Bank | 0.01% | Add +2.5% | 6,046 | $341K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.3% | 6,035 | $340K |
| First Foundation Advisors | 0.01% | No change | 5,870 | $331K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -7.2% | 5,735 | $323K |
| Advisors Asset Management, Inc. | 0.01% | Add +65.7% | 5,720 | $323K |
| XTX Topco Ltd | 0.03% | Add +7.5% | 5,714 | $322K |
| Trilogy Capital Inc. | 0.02% | No change | 5,713 | $322K |
| Two Sigma Investments, LP | 0.00% | No change | 5,680 | $320K |
| Parkside Financial Bank & Trust | 0.04% | Reduce -11.5% | 5,632 | $318K |
| Claris Advisors, LLC / Mo / | 0.12% | Add +0.1% | 5,626 | $317K |
| Weaver Consulting Group | 0.10% | No change | 5,612 | $317K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 5,401 | $305K |
| Two Sigma Advisers, LP | 0.00% | Reduce -78.9% | 5,390 | $304K |
| Kestra Advisory Services, LLC | 0.00% | New | 5,348 | $302K |
| Visionary Wealth Advisors | 0.02% | Add +0.0% | 5,225 | $295K |
| Shell Asset Management Co. | 0.01% | No change | 5,128 | $289K |
| Public Employees Retirement System of Ohio | 0.00% | Add +974.2% | 4,823 | $272K |
| Dakota Wealth Management | 0.01% | Reduce -13.7% | 4,775 | $269K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -72.7% | 4,660 | $263K |
| Pictet Asset Management Holding SA | 0.00% | No change | 4,645 | $262K |
| Focus Partners Wealth | 0.00% | No change | 4,316 | $243K |
| Atria Investments, Inc | 0.00% | Reduce -6.9% | 4,278 | $241K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.5% | 4,326 | $241K |
| Allianz Asset Management GmbH | 0.00% | New | 4,200 | $237K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,163 | $235K |
| US Bancorp \de | 0.00% | Add +5.7% | 4,095 | $231K |
| Meritage Portfolio Management | 0.01% | No change | 4,070 | $230K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.4% | 4,050 | $225K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.3% | 3,890 | $219K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +7.3% | 3,873 | $218K |
| HighTower Advisors, LLC | 0.00% | New | 3,756 | $212K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -88.7% | 3,675 | $207K |
| Captrust Financial Advisors | 0.00% | New | 3,610 | $204K |
| Crestline Management, L.P. | 0.01% | New | 3,600 | $203K |
| New York State Teachers Retirement System | 0.00% | New | 3,388 | $191K |
| LSV Asset Management | 0.00% | Reduce -42.9% | 2,800 | $158K |
| FMR LLC | 0.00% | Add +9.3% | 2,798 | $158K |
| Atwood & Palmer Inc. | 0.01% | No change | 2,460 | $139K |
| Hudson Edge Investment Partners Inc. | 0.02% | Reduce -66.4% | 2,152 | $121K |
| Hamilton Capital Partners Inc. | 0.01% | Add +3.2% | 2,024 | $114K |
| Comerica Bank | 0.00% | Reduce -2.8% | 1,851 | $104K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,300 | $73K |
| Amalgamated Bank | 0.00% | No change | 1,275 | $72K |
| Point72 Asset Management | 0.00% | Reduce -82.6% | 1,119 | $63K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -83.7% | 1,053 | $59K |
| Federated Hermes, Inc. | 0.00% | Add +3.1% | 990 | $56K |
| Cwm, LLC | 0.00% | Add +20.1% | 682 | $38K |
| Emerald Advisers, LLC | 0.00% | No change | 530 | $30K |
| Versant Capital Management, Inc | 0.01% | New | 511 | $29K |
| Signaturefd, LLC | 0.00% | Reduce -10.7% | 502 | $28K |
| Rise Advisors, LLC | 0.01% | Add +0.4% | 481 | $27K |
| Fiduciary Advisors, Inc. | 0.02% | — | 430 | $24K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 424 | $24K |
| Jones Financial Companies LLLP | 0.00% | New | 325 | $18K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 265 | $15K |
| Quantbot Technologies LP | 0.00% | Reduce -93.3% | 258 | $15K |
| UMB Bank, n.a. | 0.00% | No change | 214 | $12K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -80.9% | 197 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Add +31.0% | 186 | $10K |
| Quadrant Capital Group LLC | 0.00% | No change | 173 | $10K |
| Simplex Trading, LLC | 0.00% | Add +11.3% | 108 | $6K |
| Lindbrook Capital, LLC | 0.00% | No change | 101 | $6K |
| Danske Bank A/S | 0.00% | Reduce -75.0% | 100 | $6K |
| LRI Investments, LLC | 0.00% | No change | 94 | $5K |
| Arax Advisory Partners | 0.00% | No change | 83 | $5K |
| Hantz Financial Services, Inc. | 0.00% | No change | 76 | $4K |
| Bogart Wealth, LLC | 0.00% | New | 64 | $4K |
| GAMMA Investing LLC | 0.00% | Add +50.0% | 63 | $4K |
| Parallel Advisors, LLC | 0.00% | New | 61 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -10.5% | 51 | $3K |
| Quarry LP | 0.00% | Reduce -95.3% | 39 | $2K |
| Covestor Ltd | 0.00% | Add +10.7% | 31 | $2K |
| Bessemer Group Inc. | 0.00% | No change | 30 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 31 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +130.8% | 30 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 25 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -34.3% | 23 | $1K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 21 | $1K |
| Concord Wealth Partners | 0.00% | No change | 21 | $1K |
| Amundi | 0.00% | New | 12 | $668 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 8 | $452 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 7 | $395 |
| IFP Advisors, Inc | 0.00% | New | 6 | $338 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -33.3% | 2 | $113 |
| Orion Capital Management LLC | 0.00% | New | 1 | $56 |
| Global Financial Private Client, LLC | 0.00% | New | 1 | $56 |
| Hemington Wealth Management | 0.00% | Add +100.0% | 4 | $0 |
"% of holder's portfolio" is EFSC's weight in each manager's 13F, not the share of Enterprise Financial Service the manager owns.