Enterprise Financial ServiceEFSC

13F holders, Q2 2025 (June 30)
241holders −2
21new positions
24sold out
5famous investors
$55.11avg. 13F price*

At the end of Q2 2025, 241 institutions reported holding Enterprise Financial Service (EFSC) in their 13F filings, down 2 from Q1 2025. 21 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($207.5M), Wellington Management Group LLP ($133.1M) and Vanguard Group Inc. ($130.2M). 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 Ken Griffin (0.0% of Citadel Advisors'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions21$15.3M
Exits24$10.7M

All 13F filers, Q1 2025 → Q2 2025: 1,515,045 shares bought and 1,460,153 shares sold, net +54,892 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 241 holders

BlackRock, Inc. 0.00% Reduce -3.5% 3,765,302 $207.5M
Wellington Management Group LLP 0.02% Reduce -12.0% 2,415,504 $133.1M
Vanguard Group Inc. 0.00% Add +2.1% 2,363,039 $130.2M
Dimensional Fund Advisors LP 0.03% Reduce -1.6% 2,131,752 $117.5M
Earnest Partners LLC 0.41% Reduce -10.3% 1,658,762 $91.4M
First Trust Advisors LP 0.06% Add +1.5% 1,422,965 $78.4M
Macquarie Group Ltd. 0.08% Add +14.2% 1,199,161 $66.1M
State Street Corp. 0.00% Add +3.3% 1,145,953 $63.1M
Geode Capital Management, LLC 0.00% Add +0.8% 934,727 $51.5M
American Century Companies Inc. 0.03% Reduce -0.3% 909,044 $50.1M
PL Capital Advisors, LLC 12.94% No change 703,829 $38.8M
William Blair Investment Management, LLC 0.09% Reduce -7.6% 613,019 $33.8M
Jennison Associates LLC 0.02% Add +5.9% 605,723 $33.4M
Western Financial Corp 15.79% Reduce -8.6% 534,542 $29.5M
Charles Schwab Investment Management Inc. 0.00% Add +2.2% 499,089 $27.5M
JPMorgan Chase & Co. 0.00% Reduce -8.9% 416,822 $23.0M
Thrivent Financial for Lutherans 0.05% Add +350.6% 392,878 $21.6M
Northern Trust Corp. 0.00% Add +3.9% 385,780 $21.3M
Enterprise Financial Services Corp 10.62% Add +3.4% 361,124 $19.9M
Bridgeway Capital Management, LLC 0.41% Add +33.3% 311,614 $17.2M
Bank of America Corp. 0.00% Add +1.8% 306,703 $16.9M
Nuveen, LLC 0.00% Reduce -33.7% 282,455 $15.6M
Aptus Capital Advisors, LLC 0.11% Add +9.7% 202,658 $11.2M
Kennedy Capital Management LLC 0.25% Reduce -1.6% 190,184 $10.5M
Hotchkis & Wiley Capital Management LLC 0.03% Add +12.2% 181,170 $10.0M
Qube Research & Technologies Ltd 0.01% Add +2.0% 178,313 $9.8M
Goldman Sachs Group Inc. 0.00% Reduce -20.9% 175,162 $9.7M
Bank of New York Mellon Corp 0.00% Add +1.8% 174,055 $9.6M
Fisher Asset Management 0.00% Reduce -1.0% 162,205 $8.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +35.4% 144,013 $7.9M
Mutual of America Capital Management LLC 0.08% Reduce -0.7% 140,743 $7.8M
Phocas Financial Corp. 1.04% Add +0.0% 131,097 $7.2M
Empowered Funds, LLC 0.08% Add +2.0% 125,814 $6.9M
Denali Advisors LLC 0.70% Add +6.1% 121,924 $6.7M
Morgan Stanley 0.00% Reduce -1.1% 119,894 $6.6M
Russell Investments Group, Ltd. 0.01% Add +21.6% 109,877 $6.1M
Raymond James Financial Inc. 0.00% Reduce -13.8% 108,802 $6.0M
Envestnet Asset Management Inc. 0.00% Reduce -9.8% 108,478 $6.0M
Boston Partners 0.01% Add +141.7% 107,910 $5.9M
Moneta Group Investment Advisors LLC 0.07% Add +8.9% 100,785 $5.6M
Peregrine Capital Management LLC 0.16% Reduce -3.2% 97,293 $5.4M
Barclays PLC 0.00% Add +36.0% 97,060 $5.3M
Plancorp, LLC 0.18% Reduce -1.0% 96,475 $5.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +8.4% 96,258 $5.3M
Wells Fargo & Company 0.00% Reduce -6.4% 93,934 $5.2M
Hillsdale Investment Management Inc. 0.18% New 90,000 $5.0M
Susquehanna International Group, LLP 0.01% Reduce -0.8% 84,679 $4.7M
Ameriprise Financial Inc. 0.00% Add +5.7% 82,070 $4.5M
Vest Financial, LLC 0.06% Add +19.1% 75,866 $4.2M
Maltese Capital Management LLC 0.59% No change 75,000 $4.1M
F/m Investments LLC 0.15% Add +0.5% 73,611 $4.1M
Brandywine Global Investment Management, LLC 0.03% Reduce -3.8% 71,025 $3.9M
Endeavour Capital Advisors Inc. 1.34% Add +12.7% 70,753 $3.9M
Swiss National Bank 0.00% Reduce -1.9% 70,564 $3.9M
Invesco Ltd. 0.00% Reduce -11.8% 70,371 $3.9M
AXA S.A. 0.01% No change 67,921 $3.7M
New York State Common Retirement Fund 0.00% Add +5.3% 67,465 $3.7M
Sei Investments Co. 0.00% Add +8.2% 66,801 $3.7M
Creative Planning 0.00% Add +14.9% 65,592 $3.6M
Rhumbline Advisers 0.00% Add +3.4% 63,999 $3.5M
NFJ Investment Group, LLC 0.12% Reduce -1.9% 62,429 $3.4M
Panagora Asset Management Inc. 0.01% Reduce -0.1% 59,385 $3.3M
Visionary Wealth Advisors 0.16% Add +1009.4% 57,989 $3.2M
Martingale Asset Management L P 0.08% Add +2.2% 57,747 $3.2M
AQR Capital Management 0.00% Reduce -4.3% 56,029 $3.1M
UBS Group AG 0.00% Reduce -4.5% 55,393 $3.1M
Teachers Retirement System of the State of Kentucky 0.02% No change 55,114 $3.0M
Franklin Resources Inc. 0.00% Add +1.6% 53,337 $2.9M
Citadel Advisors 0.00% Add +518.4% 46,968 $2.6M
GW&K Investment Management, LLC 0.02% Reduce -3.8% 45,291 $2.5M
Guggenheim Capital LLC 0.02% Add +14.1% 44,968 $2.5M
Elizabeth Park Capital Advisors, Ltd. 2.09% New 42,342 $2.3M
Hussman Strategic Advisors, Inc. 0.53% New 42,000 $2.3M
First Manhattan Co. Llc. 0.01% Reduce -5.1% 40,742 $2.2M
RBF Capital, LLC 0.11% No change 40,700 $2.2M
MAI Capital Management 0.02% Add +5.4% 40,144 $2.2M
Knights of Columbus Asset Advisors LLC 0.13% Reduce -2.2% 40,043 $2.2M
Legal & General Group Plc 0.00% Reduce -2.1% 39,928 $2.2M
Millennium Management 0.00% Add +802.1% 39,205 $2.2M
Midwest Trust Co 0.03% — 39,200 $2.2M
Jacobs Levy Equity Management, Inc. 0.01% No change 38,939 $2.1M
Citigroup Inc. 0.00% Reduce -14.5% 38,135 $2.1M
Alliancebernstein L.P. 0.00% Reduce -0.1% 35,943 $2.0M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +30.3% 34,533 $1.9M
California State Teachers Retirement System 0.00% Add +1.0% 34,482 $1.9M
Principal Financial Group Inc. 0.00% Add +74.8% 33,594 $1.9M
Mosaic Family Wealth Partners, LLC 0.23% No change 32,696 $1.8M
T. Rowe Price Associates Inc. 0.00% Add +7.1% 32,396 $1.8M
Prudential Financial Inc. 0.00% Add +7.0% 29,803 $1.7M
Jackson Creek Investment Advisors LLC 0.45% Add +15.3% 30,602 $1.7M
Rafferty Asset Management, LLC 0.01% Add +21.3% 30,085 $1.7M
Susquehanna Portfolio Strategies, LLC 0.03% New 26,408 $1.5M
Oppenheimer Asset Management Inc. 0.02% Reduce -15.0% 26,169 $1.4M
Mutual Advisors, LLC 0.03% Add +0.0% 24,061 $1.3M
Osaic Holdings, Inc. 0.00% Add +0.3% 23,809 $1.3M
Deutsche Bank AG 0.00% Reduce -16.3% 23,807 $1.3M
MetLife Investment Management, LLC 0.01% Add +5.5% 22,147 $1.2M
Lazard Asset Management LLC 0.00% Add +71893.3% 21,598 $1.2M
Commerce Bank 0.01% No change 21,465 $1.2M
Renaissance Technologies 0.00% Reduce -9.2% 20,700 $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 241 holders