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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $33.7M |
| Exits | 16 | $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 |
| Stifel Financial Corp. | 0.00% | Reduce -15.8% | 20,349 | $1.1M |
| Principal Financial Group Inc. | 0.00% | Add +11.4% | 19,214 | $1.0M |
| Teacher Retirement System of Texas | 0.00% | Reduce -17.3% | 19,199 | $1.0M |
| Corebridge Financial, Inc. | 0.01% | Reduce -2.8% | 17,883 | $961K |
| Globeflex Capital L P | 0.09% | No change | 17,119 | $920K |
| Busey Bank | 0.03% | Add +175.9% | 16,684 | $897K |
| Janus Henderson Group PLC | 0.00% | No change | 16,575 | $892K |
| Mariner, LLC | 0.00% | Add +0.9% | 15,076 | $810K |
| Cubist Systematic Strategies, LLC | 0.01% | Add +209.8% | 14,436 | $776K |
| Jane Street Group, LLC | 0.00% | Reduce -52.9% | 14,100 | $758K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +0.1% | 13,522 | $727K |
| HSBC Holdings PLC | 0.00% | Reduce -9.8% | 13,282 | $717K |
| Royal Bank of Canada | 0.00% | Reduce -24.7% | 13,158 | $707K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +12.5% | 12,371 | $667K |
| Acropolis Investment Management, LLC | 0.04% | Add +71.0% | 12,040 | $647K |
| Cetera Investment Advisers | 0.00% | Add +19.8% | 11,648 | $626K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -3.3% | 10,869 | $584K |
| LM Advisors LLC | 0.11% | No change | 10,832 | $582K |
| Arizona State Retirement System | 0.00% | Reduce -2.1% | 10,618 | $571K |
| Voya Investment Management LLC | 0.00% | Reduce -11.4% | 10,312 | $554K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,304 | $554K |
| XTX Topco Ltd | 0.03% | Add +78.4% | 10,192 | $548K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 10,317 | $535K |
| Connable Office Inc. | 0.05% | No change | 9,525 | $512K |
| Sterling Capital Management LLC | 0.01% | Reduce -12.2% | 9,290 | $499K |
| Cullen Capital Management, LLC | 0.01% | Reduce -40.8% | 9,240 | $497K |
| STRS Ohio | 0.00% | No change | 9,100 | $489K |
| Centiva Capital, LP | 0.03% | New | 8,914 | $479K |
| Aster Capital Management (DIFC) Ltd | 0.09% | New | 7,930 | $469K |
| Integrated Investment Consultants, LLC | 0.09% | Reduce -0.4% | 8,581 | $461K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.0% | 8,510 | $457K |
| Choreo, LLC | 0.01% | Add +2.1% | 8,469 | $455K |
| Cambria Investment Management, L.P. | 0.03% | New | 8,224 | $442K |
| Cibc World Markets Corp. | 0.00% | New | 8,100 | $435K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 7,942 | $427K |
| Inceptionr LLC | 0.13% | New | 7,931 | $426K |
| Jag Capital Management, LLC | 0.06% | No change | 7,905 | $425K |
| ProShare Advisors LLC | 0.00% | Reduce -24.2% | 7,903 | $425K |
| Handelsbanken Fonder AB | 0.00% | No change | 7,837 | $421K |
| Keybank National Association | 0.00% | No change | 7,679 | $413K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.1% | 7,640 | $411K |
| Citadel Advisors | 0.00% | Reduce -27.4% | 7,595 | $408K |
| Henshaw Capital LLC | 0.02% | No change | 7,329 | $394K |
| KLP Kapitalforvaltning As | 0.00% | No change | 7,200 | $387K |
| LPL Financial LLC | 0.00% | Add +2.4% | 7,127 | $383K |
| Advisors Asset Management, Inc. | 0.01% | Add +20.6% | 6,900 | $371K |
| PharVision Advisers, LLC | 0.51% | New | 6,819 | $366K |
| Squarepoint Ops LLC | 0.00% | New | 6,419 | $345K |
| Courier Capital LLC | 0.02% | No change | 6,416 | $345K |
| Lido Advisors, LLC | 0.00% | Add +0.1% | 6,377 | $343K |
| Alps Advisors Inc. | 0.00% | New | 6,340 | $341K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +9.7% | 6,289 | $338K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +53.9% | 6,232 | $334K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.1% | 6,181 | $332K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.3% | 6,054 | $325K |
| Mach-1 Financial Group, LLC | 0.10% | New | 5,935 | $319K |
| First Foundation Advisors | 0.01% | No change | 5,870 | $315K |
| Trilogy Capital Inc. | 0.02% | No change | 5,713 | $307K |
| Two Sigma Investments, LP | 0.00% | No change | 5,680 | $305K |
| Claris Advisors, LLC / Mo / | 0.11% | Add +0.1% | 5,630 | $303K |
| Weaver Consulting Group | 0.09% | No change | 5,612 | $302K |
| Parkside Financial Bank & Trust | 0.04% | Reduce -1.9% | 5,522 | $297K |
| Focus Partners Wealth | 0.00% | Add +25.1% | 5,398 | $290K |
| Robeco Institutional Asset Management B.V. | 0.00% | New | 5,346 | $287K |
| Engineers Gate Manager LP | 0.00% | New | 5,293 | $284K |
| Pictet Asset Management Holding SA | 0.00% | Add +13.3% | 5,264 | $283K |
| Visionary Wealth Advisors | 0.02% | Add +0.0% | 5,227 | $281K |
| Shell Asset Management Co. | 0.01% | Reduce -4.1% | 4,916 | $264K |
| Ieq Capital, LLC | 0.00% | New | 4,845 | $260K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.1% | 4,826 | $259K |
| Millennium Management | 0.00% | Reduce -88.9% | 4,346 | $234K |
| Allianz Asset Management GmbH | 0.00% | Add +2.4% | 4,300 | $231K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.9% | 4,363 | $230K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,163 | $224K |
| Meritage Portfolio Management | 0.01% | No change | 4,070 | $219K |
| Dakota Wealth Management | 0.01% | Reduce -15.2% | 4,048 | $218K |
| State of Wisconsin Investment Board | 0.00% | New | 3,990 | $214K |
| US Bancorp \de | 0.00% | Reduce -4.1% | 3,926 | $211K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,890 | $209K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,873 | $208K |
| Quantinno Capital Management LP | 0.00% | New | 3,793 | $204K |
| HighTower Advisors, LLC | 0.00% | No change | 3,756 | $202K |
| Atria Investments, Inc | 0.00% | Reduce -12.8% | 3,732 | $201K |
| FMR LLC | 0.00% | Add +31.6% | 3,681 | $198K |
| SG Americas Securities, LLC | 0.00% | New | 3,666 | $197K |
| New York State Teachers Retirement System | 0.00% | No change | 3,388 | $182K |
| Aquatic Capital Management LLC | 0.00% | New | 2,859 | $154K |
| Atwood & Palmer Inc. | 0.01% | No change | 2,460 | $132K |
| Quarry LP | 0.03% | Add +6110.3% | 2,422 | $130K |
| KBC Group NV | 0.00% | New | 2,178 | $117K |
| BNP Paribas Financial Markets | 0.00% | Reduce -85.1% | 2,025 | $109K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -2.8% | 1,968 | $106K |
| Comerica Bank | 0.00% | Reduce -2.5% | 1,804 | $97K |
| Picton Mahoney Asset Management | 0.00% | New | 1,317 | $71K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,300 | $70K |
| Amalgamated Bank | 0.00% | Add +0.3% | 1,279 | $69K |
| Cwm, LLC | 0.00% | Add +83.6% | 1,252 | $67K |
| Federated Hermes, Inc. | 0.00% | Add +7.0% | 1,059 | $57K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -1.4% | 1,038 | $56K |
| USA Financial Formulas | 0.01% | New | 925 | $50K |
| PNC Financial Services Group, Inc. | 0.00% | Add +302.5% | 793 | $43K |
| Versant Capital Management, Inc | 0.01% | Add +51.7% | 775 | $42K |
| Summit Securities Group LLC | 0.02% | New | 593 | $32K |
| Jones Financial Companies LLLP | 0.00% | Add +78.8% | 581 | $31K |
| Emerald Advisers, LLC | 0.00% | No change | 530 | $28K |
| Opal Wealth Advisors, LLC | 0.01% | New | 525 | $28K |
| Signaturefd, LLC | 0.00% | Add +3.2% | 518 | $28K |
| GAMMA Investing LLC | 0.00% | Add +620.6% | 454 | $24K |
| Fiduciary Advisors, Inc. | 0.02% | Add +0.5% | 432 | $23K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1064.5% | 361 | $19K |
| Smartleaf Asset Management LLC | 0.00% | Add +48.9% | 277 | $15K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 265 | $14K |
| UMB Bank, n.a. | 0.00% | No change | 214 | $12K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -98.0% | 203 | $11K |
| Quadrant Capital Group LLC | 0.00% | Add +8.7% | 188 | $10K |
| Coldstream Capital Management Inc. | 0.00% | New | 156 | $8K |
| AlphaQuest LLC | 0.00% | Reduce -98.8% | 155 | $8K |
| Lindbrook Capital, LLC | 0.00% | Add +5.0% | 106 | $6K |
| Danske Bank A/S | 0.00% | No change | 100 | $5K |
| LRI Investments, LLC | 0.00% | No change | 94 | $5K |
| Hantz Financial Services, Inc. | 0.00% | No change | 76 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +106.7% | 62 | $3K |
| IFP Advisors, Inc | 0.00% | Add +866.7% | 58 | $3K |
| Parallel Advisors, LLC | 0.00% | Reduce -11.5% | 54 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 51 | $3K |
| Geneos Wealth Management Inc. | 0.00% | New | 46 | $2K |
| Rothschild Investment LLC | 0.00% | Add +60.0% | 40 | $2K |
| Allworth Financial LP | 0.00% | New | 39 | $2K |
| Bogart Wealth, LLC | 0.00% | Reduce -53.1% | 30 | $2K |
| Amundi | 0.00% | Add +141.7% | 29 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 23 | $1K |
| Concord Wealth Partners | 0.00% | No change | 21 | $1K |
| Covestor Ltd | 0.00% | Reduce -41.9% | 18 | $1K |
| Lazard Asset Management LLC | 0.00% | New | 30 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 8 | $430 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 7 | $376 |
| Stephens Consulting, LLC | 0.00% | New | 5 | $269 |
| Global Financial Private Client, LLC | 0.00% | Add +300.0% | 4 | $215 |
| Rise Advisors, LLC | 0.00% | Reduce -99.6% | 2 | $110 |
| SJS Investment Consulting Inc. | 0.00% | No change | 2 | $108 |
| Farther Finance Advisors, LLC | 0.00% | New | 2 | $107 |
| Orion Capital Management LLC | 0.00% | No change | 1 | $54 |
| Hemington Wealth Management | 0.00% | Add +75.0% | 7 | $0 |
"% of holder's portfolio" is EFSC's weight in each manager's 13F, not the share of Enterprise Financial Service the manager owns.