Enterprise Financial ServiceEFSC

13F holders, Q1 2025 (March 31)
243holders +18
37new positions
16sold out
5famous investors
$53.74avg. 13F price*

At the end of Q1 2025, 243 institutions reported holding Enterprise Financial Service (EFSC) in their 13F filings, up 18 from Q4 2024. 37 opened new positions and 16 sold out. The largest holders were BlackRock, Inc. ($209.7M), Wellington Management Group LLP ($147.5M) and Vanguard Group Inc. ($124.4M). 5 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Enterprise Financial Service
CUSIP
293712105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 214Q1 2024Q2 2024: 206Q2 2024Q3 2024: 228Q3 2024Q4 2024: 225Q4 2024Q1 2025: 243Q1 2025Q2 2025: 241Q2 2025Q3 2025: 245Q3 2025Q4 2025: 244Q4 2025Q1 2026: 262Q1 2026Q2 2026: 266Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions37$33.7M
Exits16$14.4M

All 13F filers, Q4 2024 → Q1 2025: 2,783,258 shares bought and 1,790,233 shares sold, net +993,025 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 243 holders

BlackRock, Inc. 0.00% Reduce -0.8% 3,902,637 $209.7M
Wellington Management Group LLP 0.03% Reduce -18.7% 2,743,772 $147.5M
Vanguard Group Inc. 0.00% Add +10.8% 2,314,377 $124.4M
Dimensional Fund Advisors LP 0.03% Reduce -2.2% 2,166,983 $116.5M
Earnest Partners LLC 0.48% Reduce -1.9% 1,848,381 $99.3M
First Trust Advisors LP 0.07% Add +1753.3% 1,402,171 $75.4M
State Street Corp. 0.00% Reduce -7.2% 1,109,505 $59.6M
Macquarie Group Ltd. 0.07% Add +2.5% 1,050,146 $56.4M
Geode Capital Management, LLC 0.00% Add +4.7% 927,001 $49.8M
American Century Companies Inc. 0.03% Add +7.5% 911,911 $49.0M
PL Capital Advisors, LLC 12.70% No change 703,829 $37.8M
William Blair Investment Management, LLC 0.10% Reduce -4.4% 663,646 $35.7M
Western Financial Corp 18.25% Reduce -0.1% 584,490 $31.4M
Jennison Associates LLC 0.02% Add +0.9% 572,082 $30.7M
Charles Schwab Investment Management Inc. 0.00% Add +11.9% 488,546 $26.3M
JPMorgan Chase & Co. 0.00% Reduce -19.1% 457,342 $24.6M
Nuveen, LLC 0.01% — 426,142 $22.9M
Northern Trust Corp. 0.00% Reduce -2.3% 371,227 $19.9M
Enterprise Financial Services Corp 11.10% Reduce -3.9% 349,365 $18.8M
Bank of America Corp. 0.00% Reduce -5.3% 301,346 $16.2M
Bridgeway Capital Management, LLC 0.32% Add +0.0% 233,724 $12.6M
Goldman Sachs Group Inc. 0.00% Reduce -19.6% 221,348 $11.9M
Kennedy Capital Management LLC 0.25% Add +51.8% 193,269 $10.4M
Aptus Capital Advisors, LLC 0.11% Add +10.7% 184,823 $9.9M
Qube Research & Technologies Ltd 0.01% Add +12.2% 174,760 $9.4M
Foundry Partners, LLC 0.50% Add +1.7% 174,120 $9.4M
Bank of New York Mellon Corp 0.00% Reduce -2.3% 170,937 $9.2M
Fisher Asset Management 0.00% Add +120.8% 163,787 $8.8M
Hotchkis & Wiley Capital Management LLC 0.03% Reduce -36.0% 161,500 $8.7M
Mutual of America Capital Management LLC 0.09% No change 141,688 $7.6M
Phocas Financial Corp. 1.08% Reduce -5.4% 131,078 $7.0M
Raymond James Financial Inc. 0.00% Reduce -5.8% 126,232 $6.8M
Empowered Funds, LLC 0.09% Add +0.0% 123,324 $6.6M
Morgan Stanley 0.00% Reduce -33.6% 121,194 $6.5M
Envestnet Asset Management Inc. 0.00% Reduce -4.0% 120,210 $6.5M
Denali Advisors LLC 0.70% Reduce -5.8% 114,948 $6.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +10.2% 106,398 $5.7M
Peregrine Capital Management LLC 0.18% Reduce -5.2% 100,547 $5.4M
Wells Fargo & Company 0.00% Reduce -0.9% 100,326 $5.4M
Plancorp, LLC 0.21% Add +65.0% 97,466 $5.2M
Moneta Group Investment Advisors LLC 0.07% Add +1.9% 92,535 $5.0M
Russell Investments Group, Ltd. 0.01% Add +5.9% 90,337 $4.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% New 88,783 $4.8M
Thrivent Financial for Lutherans 0.01% Reduce -14.7% 87,184 $4.7M
Susquehanna International Group, LLP 0.01% Add +57.5% 85,343 $4.6M
Invesco Ltd. 0.00% Reduce -3.0% 79,754 $4.3M
Nomura Holdings Inc. 0.02% New 78,638 $4.2M
Ameriprise Financial Inc. 0.00% Reduce -6.6% 77,676 $4.2M
Maltese Capital Management LLC 0.66% Add +10.0% 75,000 $4.0M
Brandywine Global Investment Management, LLC 0.03% Reduce -3.8% 73,825 $4.0M
F/m Investments LLC 0.16% Add +0.4% 73,252 $3.9M
Swiss National Bank 0.00% Reduce -1.6% 71,964 $3.9M
Barclays PLC 0.00% Reduce -22.3% 71,383 $3.8M
AXA S.A. 0.01% New 67,921 $3.7M
New York State Common Retirement Fund 0.01% Reduce -4.6% 64,086 $3.4M
Vest Financial, LLC 0.05% New 63,702 $3.4M
NFJ Investment Group, LLC 0.12% No change 63,635 $3.4M
Endeavour Capital Advisors Inc. 1.25% Reduce -31.8% 62,782 $3.4M
Rhumbline Advisers 0.00% Add +5.0% 61,908 $3.3M
Sei Investments Co. 0.00% Reduce -6.3% 61,721 $3.3M
Panagora Asset Management Inc. 0.02% New 59,447 $3.2M
AQR Capital Management 0.00% Add +14.5% 58,539 $3.1M
UBS Group AG 0.00% Reduce -37.8% 58,021 $3.1M
Creative Planning 0.00% Add +36.7% 57,096 $3.1M
Martingale Asset Management L P 0.08% Reduce -4.0% 56,521 $3.0M
Teachers Retirement System of the State of Kentucky 0.03% No change 55,114 $3.0M
Franklin Resources Inc. 0.00% Add +13.1% 52,510 $2.8M
GW&K Investment Management, LLC 0.02% Reduce -1.4% 47,056 $2.5M
Boston Partners 0.00% Add +3.2% 44,649 $2.4M
Citigroup Inc. 0.00% Reduce -34.9% 44,615 $2.4M
First Manhattan Co. Llc. 0.01% New 42,917 $2.3M
Knights of Columbus Asset Advisors LLC 0.15% Add +2.7% 40,950 $2.2M
Legal & General Group Plc 0.00% Add +3.5% 40,770 $2.2M
RBF Capital, LLC 0.14% No change 40,700 $2.2M
Guggenheim Capital LLC 0.02% Reduce -14.6% 39,421 $2.1M
Jacobs Levy Equity Management, Inc. 0.01% Add +197.1% 38,939 $2.1M
Financial Counselors Inc. 0.03% Reduce -5.6% 38,423 $2.1M
MAI Capital Management 0.02% Add +0.2% 38,082 $2.0M
Dark Forest Capital Management LP 0.09% New 36,488 $2.0M
Alliancebernstein L.P. 0.00% Add +0.1% 35,998 $1.9M
California State Teachers Retirement System 0.00% Reduce -2.2% 34,137 $1.8M
Mosaic Family Wealth Partners, LLC 0.25% No change 32,696 $1.8M
Oppenheimer Asset Management Inc. 0.02% Reduce -1.5% 30,777 $1.7M
Dynamic Technology Lab Private Ltd 0.24% New 30,713 $1.7M
Prudential Financial Inc. 0.00% Add +0.6% 27,856 $1.6M
T. Rowe Price Associates Inc. 0.00% Add +3.3% 30,237 $1.6M
Trexquant Investment LP 0.02% New 29,742 $1.6M
Deutsche Bank AG 0.00% Reduce -7.8% 28,455 $1.5M
Jackson Creek Investment Advisors LLC 0.45% New 26,545 $1.4M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +14.1% 26,505 $1.4M
Intech Investment Management LLC 0.01% Add +46.0% 25,082 $1.3M
Rafferty Asset Management, LLC 0.01% Reduce -13.6% 24,811 $1.3M
Osaic Holdings, Inc. 0.00% Reduce -3.4% 23,726 $1.3M
Victory Capital Management Inc. 0.00% Reduce -0.7% 23,400 $1.3M
Mutual Advisors, LLC 0.04% No change 24,056 $1.2M
Renaissance Technologies 0.00% Add +20.0% 22,804 $1.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.3% 21,762 $1.2M
Commerce Bank 0.01% No change 21,465 $1.2M
MetLife Investment Management, LLC 0.01% Reduce -7.1% 20,998 $1.1M
Manufacturers Life Insurance Company, The 0.00% Add +3.3% 20,766 $1.1M

"% of holder's portfolio" is EFSC's weight in each manager's 13F, not the share of Enterprise Financial Service the manager owns.

Show all 243 holders