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
Cubist Systematic Strategies, LLC 0.01% Add +39.6% 20,152 $1.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -7.6% 20,113 $1.1M
Stifel Financial Corp. 0.00% Reduce -2.1% 19,912 $1.1M
Wakefield Asset Management LLLP 0.30% New 19,692 $1.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -6.0% 19,516 $1.1M
Teacher Retirement System of Texas 0.00% Reduce -7.2% 17,809 $981K
Intech Investment Management LLC 0.01% Reduce -31.3% 17,244 $950K
Globeflex Capital L P 0.08% No change 17,119 $943K
SG Americas Securities, LLC 0.00% Add +356.7% 16,743 $923K
Busey Bank 0.03% Reduce -0.2% 16,648 $917K
Janus Henderson Group PLC 0.00% No change 16,575 $913K
Mariner, LLC 0.00% Add +1.6% 15,312 $844K
Arrowstreet Capital, Limited Partnership 0.00% New 14,633 $806K
Cornerstone Wealth Management, LLC 0.05% Add +0.1% 13,530 $745K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +24.1% 13,490 $743K
Aquatic Capital Management LLC 0.01% Add +363.2% 13,244 $730K
CANADA LIFE ASSURANCE Co 0.00% Add +6.6% 13,193 $728K
Victory Capital Management Inc. 0.00% Reduce -44.1% 13,088 $721K
Jane Street Group, LLC 0.00% Reduce -11.9% 12,415 $684K
Acropolis Investment Management, LLC 0.04% No change 12,040 $663K
HSBC Holdings PLC 0.00% Reduce -12.8% 11,589 $642K
Jag Capital Management, LLC 0.07% Add +41.0% 11,144 $614K
Royal Bank of Canada 0.00% Reduce -16.2% 11,023 $607K
LM Advisors LLC 0.08% No change 10,832 $597K
Arizona State Retirement System 0.00% Add +1.5% 10,775 $594K
Voya Investment Management LLC 0.00% Add +0.8% 10,393 $573K
State Board of Administration of Florida Retirement System 0.00% No change 10,304 $568K
DekaBank Deutsche Girozentrale 0.00% No change 10,317 $567K
STRS Ohio 0.00% Add +7.7% 9,800 $540K
Sterling Capital Management LLC 0.01% Add +4.0% 9,660 $532K
BNP Paribas Financial Markets 0.00% Add +371.4% 9,546 $526K
Cetera Investment Advisers 0.00% Reduce -19.5% 9,374 $517K
DRW Securities, LLC 0.04% New 9,094 $501K
Henshaw Capital LLC 0.02% Add +21.5% 8,903 $491K
Mercer Global Advisors Inc. 0.00% Add +1.6% 8,648 $477K
Cullen Capital Management, LLC 0.01% Reduce -7.9% 8,513 $469K
CSM Advisors, LLC 0.01% New 8,505 $469K
Police & Firemen's Retirement System of New Jersey 0.00% Add +6.3% 8,443 $465K
Choreo, LLC 0.01% Reduce -2.1% 8,293 $457K
Cambria Investment Management, L.P. 0.03% Reduce -2.7% 8,002 $441K
Connable Office Inc. 0.04% Reduce -17.0% 7,906 $436K
Handelsbanken Fonder AB 0.00% No change 7,837 $432K
AlphaQuest LLC 0.04% Add +4855.5% 7,681 $423K
Keybank National Association 0.00% No change 7,679 $423K
ProShare Advisors LLC 0.00% Reduce -4.8% 7,526 $415K
Centiva Capital, LP 0.03% Reduce -17.3% 7,371 $406K
KLP Kapitalforvaltning As 0.00% No change 7,200 $397K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -9.9% 6,880 $395K
Advisors Asset Management, Inc. 0.01% Add +2.3% 7,058 $389K
LPL Financial LLC 0.00% Reduce -3.4% 6,885 $379K
Alps Advisors Inc. 0.00% Add +1.2% 6,418 $354K
Courier Capital LLC 0.02% No change 6,416 $354K
Lido Advisors, LLC 0.00% Reduce -0.1% 6,370 $351K
Focus Partners Advisor Solutions, LLC 0.00% No change 6,289 $347K
Pure Financial Advisors, LLC 0.01% Add +0.3% 6,073 $335K
Allspring Global Investments Holdings, LLC 0.00% Reduce -5.5% 5,891 $331K
First Foundation Advisors 0.01% No change 5,870 $323K
Trilogy Capital Inc. 0.02% No change 5,713 $315K
Claris Advisors, LLC / Mo / 0.11% Add +0.1% 5,633 $310K
Weaver Consulting Group 0.09% No change 5,612 $309K
Parkside Financial Bank & Trust 0.03% Reduce -0.1% 5,518 $304K
Ieq Capital, LLC 0.00% Add +13.7% 5,508 $303K
Bailard, Inc. 0.01% New 5,500 $303K
EP Wealth Advisors, LLC 0.00% Reduce -11.4% 5,477 $302K
Focus Partners Wealth 0.00% Add +0.5% 5,423 $299K
Pictet Asset Management Holding SA 0.00% No change 5,264 $290K
Quantbot Technologies LP 0.01% New 4,885 $269K
Public Employees Retirement System of Ohio 0.00% Reduce -0.7% 4,792 $264K
Two Sigma Investments, LP 0.00% Reduce -17.6% 4,680 $258K
Integrated Investment Consultants, LLC 0.05% Reduce -45.5% 4,679 $258K
Chicago Partners Investment Group LLC 0.01% Add +0.5% 4,386 $253K
Cibc World Markets Corp. 0.00% Reduce -44.2% 4,522 $249K
Quantinno Capital Management LP 0.00% Add +16.6% 4,422 $244K
Clearstead Advisors, LLC 0.00% Add +4.3% 4,340 $239K
Graham Capital Management, L.P. 0.01% New 4,186 $231K
Jump Financial, LLC 0.00% New 4,179 $230K
Shell Asset Management Co. 0.01% Reduce -16.6% 4,102 $226K
Meritage Portfolio Management 0.01% No change 4,070 $224K
PharVision Advisers, LLC 0.32% Reduce -40.5% 4,058 $224K
Dakota Wealth Management 0.00% No change 4,048 $223K
US Bancorp \de 0.00% Add +0.2% 3,934 $217K
XTX Topco Ltd 0.01% Reduce -61.8% 3,890 $214K
Ameritas Investment Partners, Inc. 0.01% No change 3,873 $213K
Balyasny Asset Management L.P. 0.00% New 3,782 $208K
Atria Investments, Inc 0.00% Reduce -0.2% 3,724 $205K
Nomura Holdings Inc. 0.00% Reduce -95.4% 3,641 $201K
Tower Research Capital LLC (TRC) 0.01% Add +233.4% 3,461 $191K
New York State Teachers Retirement System 0.00% No change 3,388 $187K
FMR LLC 0.00% Reduce -13.3% 3,190 $176K
Atwood & Palmer Inc. 0.01% No change 2,460 $136K
Federated Hermes, Inc. 0.00% Add +106.0% 2,182 $120K
Hamilton Capital Partners Inc. 0.01% No change 1,968 $108K
Comerica Bank 0.00% Reduce -3.7% 1,738 $96K
Quarry LP 0.02% Reduce -44.7% 1,340 $74K
Duncker Streett & Co. Inc. 0.01% No change 1,300 $72K
Ameritas Advisory Services, LLC 0.00% New 1,274 $70K
Amalgamated Bank 0.00% No change 1,279 $70K
Cwm, LLC 0.00% Reduce -7.0% 1,164 $64K
KBC Group NV 0.00% Reduce -53.6% 1,011 $56K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -77.3% 883 $49K
EverSource Wealth Advisors, LLC 0.00% Add +929.0% 638 $35K
Versant Capital Management, Inc 0.01% Reduce -22.1% 604 $33K
PNC Financial Services Group, Inc. 0.00% Reduce -24.2% 601 $33K
Jones Financial Companies LLLP 0.00% No change 581 $32K
Emerald Advisers, LLC 0.00% No change 530 $29K
Opal Wealth Advisors, LLC 0.01% No change 525 $29K
Signaturefd, LLC 0.00% Reduce -5.0% 492 $27K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 450 $25K
Fiduciary Advisors, Inc. 0.02% Add +0.5% 434 $24K
Nisa Investment Advisors, LLC 0.00% No change 361 $20K
Maseco LLP 0.00% — 301 $17K
TD Waterhouse Canada Inc. 0.00% No change 265 $15K
Aster Capital Management (DIFC) Ltd 0.00% Reduce -96.9% 247 $14K
Harbor Capital Advisors, Inc. 0.00% Add +14.8% 233 $13K
Covestor Ltd 0.01% Add +1094.4% 215 $12K
UMB Bank, n.a. 0.00% No change 214 $12K
IFP Advisors, Inc 0.00% Reduce -89.7% 6 $9K
True Wealth Design, LLC 0.00% New 103 $6K
Danske Bank A/S 0.00% No change 100 $6K
GAMMA Investing LLC 0.00% Reduce -78.4% 98 $5K
LRI Investments, LLC 0.00% No change 94 $5K
Hantz Financial Services, Inc. 0.00% No change 76 $4K
Parallel Advisors, LLC 0.00% Add +29.6% 70 $4K
Allworth Financial LP 0.00% Add +48.7% 58 $3K
Geneos Wealth Management Inc. 0.00% No change 46 $3K
Rothschild Investment LLC 0.00% Reduce -25.0% 30 $2K
Bogart Wealth, LLC 0.00% No change 30 $2K
Smartleaf Asset Management LLC 0.00% Reduce -90.3% 27 $2K
Bell Investment Advisors, Inc 0.00% No change 23 $1K
Bare Financial Services, Inc 0.00% New 14 $771
JFS Wealth Advisors, LLC 0.00% No change 8 $441
Essential Partners LLC 0.00% — 7 $386
MassMutual Private Wealth & Trust, FSB 0.00% No change 7 $386
Larson Financial Group LLC 0.00% New 4 $220
SJS Investment Consulting Inc. 0.00% Add +50.0% 3 $166
Fortitude Family Office, LLC 0.00% New 3 $165
Rise Advisors, LLC 0.00% No change 2 $113
Twin Peaks Wealth Advisors, LLC 0.00% New 1 $57
Rialto Wealth Management, LLC 0.00% New 1 $56
Orion Capital Management LLC 0.00% No change 1 $55
Hemington Wealth Management 0.00% Add +14.3% 8 $0

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