Enterprise Financial Services Ownership | Who Owns Enterprise Financial Services?
Enterprise Financial Services Ownership Summary
Enterprise Financial Services is owned by 63.41% institutional investors, 1.98% insiders, and 34.61% retail investors. Blackrock is the largest institutional shareholder, holding 10.37% of EFSC shares. First Trust SMID Cp Rising Div Achv ETF is the top mutual fund, with 3.86% of its assets in Enterprise Financial Services shares.
EFSC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Enterprise Financial Services | 63.41% | 1.98% | 34.61% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.54% | 12.70% | 55.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.89M | 10.37% | $159.02M |
| Blackrock funding, inc. /de | 3.42M | 9.26% | $184.89M |
| Wellington management group llp | 2.62M | 7.09% | $152.07M |
| Vanguard group | 2.37M | 6.41% | $128.06M |
| Dimensional fund advisors lp | 2.12M | 5.74% | $114.64M |
| Earnest partners | 1.49M | 4.03% | $80.37M |
| First trust advisors lp | 1.39M | 3.75% | $80.45M |
| State street | 1.30M | 3.53% | $75.63M |
| Thrivent financial for lutherans | 995.54K | 2.69% | $53.76M |
| Geode capital management | 947.00K | 2.56% | $51.15M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pl capital advisors | 733.33K | 12.48% | $39.60M |
| Western financial corp/ca | 577.38K | 12.37% | $31.18M |
| Enterprise financial services | 331.58K | 9.09% | $17.91M |
| Endeavour capital advisors | 185.24K | 2.78% | $10.00M |
| Elizabeth park capital advisors | 43.34K | 2.03% | $2.51M |
| Phocas financial | 133.50K | 0.94% | $7.21M |
| Denali advisors | 140.80K | 0.84% | $7.60M |
| Maltese capital management | 80.00K | 0.70% | $4.64M |
| Foundry partners | 171.14K | 0.49% | $9.65M |
| Bridgeway capital management | 326.28K | 0.40% | $18.92M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 2.62M | 0.03% | 207.26K |
| State street | 1.30M | 0.00% | 158.46K |
| Blackrock | 3.89M | 0.00% | 140.51K |
| Nfj investment group | 184.78K | 0.37% | 122.36K |
| Nuveen asset management | 430.66K | 0.01% | 108.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Macquarie group | - | - | -1.19M |
| William blair investment management | 246.03K | 0.04% | -331.94K |
| Nuveen | 250.48K | 0.00% | -193.49K |
| Weiss asset management lp | - | - | -170.32K |
| Hillsdale investment management | - | - | -101.70K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Axa investment managers | 67.92K | 0.01% | 67.92K | $3.94M |
| Campbell & co investment adviser | 58.67K | 0.15% | 58.67K | $3.17M |
| Exoduspoint capital management, lp | 35.08K | 0.02% | 35.08K | $2.03M |
| Verition fund management | 28.75K | 0.01% | 28.75K | $1.55M |
| Tudor investment corp et al | 20.88K | 0.00% | 20.88K | $1.21M |
Sold Out
| Holder | Change |
|---|---|
| Twin peaks wealth advisors | -1.00 |
| Rise advisors | -2.00 |
| Wealthspire advisors | -4.00 |
| Global financial private client | -4.00 |
| Sbi securities | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 191 | -21.40% | 23,445,119 | -23.01% | 63 | 0.93% | 75 | -33.63% | 81 | -1.22% |
| Sep 30, 2025 | 231 | -2.53% | 30,394,522 | 1.81% | 82 | 1.26% | 107 | -4.46% | 81 | 1.25% |
| Jun 30, 2025 | 235 | -2.49% | 29,452,985 | -1.38% | 79 | 1.22% | 110 | -8.33% | 80 | 9.59% |
| Mar 31, 2025 | 240 | 7.14% | 29,861,410 | 3.13% | 80 | 1.34% | 120 | 7.14% | 74 | 15.63% |
| Dec 31, 2024 | 102 | -55.26% | 12,490,434 | -56.12% | 33 | 0.58% | 57 | -49.11% | 19 | -74.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| First Trust SMID Cp Rising Div Achv ETF | 1.43M | 3.86% | 837.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.12M | 3.02% | 5.11K |
| Vanguard US Total Market Shares ETF | 1.11M | 3.01% | 1.30K |
| Macquarie Small Cap Core I | 982.24K | 2.66% | 9.29K |
| iShares Russell 2000 ETF | 889.52K | 2.41% | 124.31K |
| Nomura Small Cap Core I | 888.87K | 2.40% | -31.66K |
| Avantis US Small Cap Value ETF | 841.13K | 2.28% | 2.79K |
| Delaware Small Cap Core I | 843.31K | 2.27% | -5.23K |
| Harbor Small Cap Value Instl | 561.97K | 1.52% | -29.48K |
| Thrivent Small Cap Stock A | 549.69K | 1.49% | -1.90K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 04, 2025 | Finn Michael E | - | Buy | $81.17K |
| Jun 26, 2025 | LALLY JAMES BRIAN | CEO | Sell | $100.83K |
| Jun 24, 2025 | LALLY JAMES BRIAN | CEO | Sell | $91.09K |
| Jun 06, 2025 | Finn Michael E | - | Buy | $418.00 |
| Jun 06, 2025 | Finn Michael E | - | Buy | $78.33K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 1 | - |
| 2025 Q2 | 2 | 5 |
| 2025 Q1 | - | 1 |
EFSC Ownership FAQ
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