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Enterprise Financial Services Ownership | Who Owns Enterprise Financial Services?

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Enterprise Financial Services Ownership Summary

Enterprise Financial Services is owned by 82.21% institutional investors, 1.92% insiders, and 15.87% 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 3.38% of its assets in Enterprise Financial Services shares.

EFSC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockEnterprise Financial Services82.21%1.92%15.87%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryRegional Banks Stocks38.26%12.54%49.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock3.89M10.37%$159.02M
Blackrock funding, inc. /de3.45M9.32%$199.84M
Wellington management group llp2.62M7.09%$152.07M
Vanguard group2.36M6.38%$136.69M
Dimensional fund advisors lp2.13M5.76%$123.58M
Earnest partners1.58M4.26%$91.32M
First trust advisors lp1.39M3.75%$80.45M
State street1.30M3.53%$75.63M
Macquarie group1.19M3.22%$68.99M
Thrivent financial for lutherans969.53K2.62%$56.21M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Western financial corp/ca582.93K14.71%$33.80M
Pl capital advisors698.83K13.45%$40.52M
Enterprise financial services359.75K10.75%$20.86M
Elizabeth park capital advisors43.34K2.03%$2.51M
Endeavour capital advisors88.31K1.55%$5.12M
Phocas financial133.83K1.01%$7.76M
Denali advisors125.90K0.82%$7.30M
Maltese capital management80.00K0.70%$4.64M
Foundry partners171.14K0.49%$9.65M
Bridgeway capital management326.28K0.40%$18.92M

Top Buyers

HolderShares% AssetsChange
Thrivent financial for lutherans969.53K0.11%576.65K
Wellington management group llp2.62M0.03%207.26K
Nuveen443.98K0.01%161.52K
State street1.30M0.00%158.46K
Blackrock3.89M0.00%140.51K

Top Sellers

HolderShares% AssetsChange
Blackrock funding, inc. /de3.45M0.00%-318.54K
Weiss asset management lp---170.32K
Millennium management39.26K0.00%-98.70K
Deprince race & zollo---98.23K
Mesirow institutional investment management---92.38K

New Positions

HolderShares% AssetsChangeValue
Axa investment managers67.92K0.01%67.92K$3.94M
Exoduspoint capital management, lp35.08K0.02%35.08K$2.03M
Tudor investment corp et al20.88K0.00%20.88K$1.21M
Convergence investment partners17.24K0.22%17.24K$999.52K
Hgk asset management14.57K0.14%14.57K$844.60K

Sold Out

HolderChange
Twin peaks wealth advisors-1.00
Farther finance advisors-2.00
Global financial private client-4.00
Stephens consulting-5.00
Nelson, van denburg & campbell wealth management group-6.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2025231-2.53%30,394,5221.81%821.26%107-4.46%811.25%
Jun 30, 2025235-2.49%29,452,985-1.38%791.22%110-8.33%809.59%
Mar 31, 20252407.14%29,861,4103.13%801.34%1207.14%7415.63%
Dec 31, 2024102-55.26%12,490,434-56.12%330.58%57-49.11%19-74.67%
Sep 30, 202422810.68%28,466,3342.33%761.38%1129.80%7511.94%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
First Trust SMID Cp Rising Div Achv ETF1.25M3.38%1.33K
Vanguard Total Stock Mkt Idx Inv1.12M3.02%-23.60K
Vanguard US Total Market Shares ETF1.11M3.01%1.30K
Macquarie Small Cap Core I982.24K2.66%9.29K
iShares Russell 2000 ETF890.85K2.41%-
Delaware Small Cap Core I843.31K2.27%-5.23K
Avantis US Small Cap Value ETF738.68K2.00%-
Harbor Small Cap Value Instl649.66K1.76%-111.85K
DFA US Small Cap Value I468.81K1.27%-
Vanguard Institutional Extnd Mkt Idx Tr394.19K1.07%-175.81K

Recent Insider Transactions

DateNameRoleActivityValue
Aug 04, 2025Finn Michael E-Buy$81.17K
Jun 26, 2025LALLY JAMES BRIAN CEOSell$100.83K
Jun 24, 2025LALLY JAMES BRIAN CEOSell$91.09K
Jun 06, 2025Finn Michael E-Buy$418.00
Jun 06, 2025Finn Michael E-Buy$78.33K

Insider Transactions Trends

DateBuySell
2025 Q31-
2025 Q225
2025 Q1-1
2024 Q4-3
2024 Q3-1

EFSC Ownership FAQ

Who Owns Enterprise Financial Services?

Enterprise Financial Services shareholders are primarily institutional investors at 82.21%, followed by 1.92% insiders and 15.87% retail investors. The average institutional ownership in Enterprise Financial Services's industry, Regional Banks Stocks, is 38.26%, which Enterprise Financial Services exceeds.

Who owns the most shares of Enterprise Financial Services?

Enterprise Financial Services’s largest shareholders are Blackrock (3.89M shares, 10.37%), Blackrock funding, inc. /de (3.45M shares, 9.32%), and Wellington management group llp (2.62M shares, 7.09%). Together, they hold 26.79% of Enterprise Financial Services’s total shares outstanding.

Does Blackrock own Enterprise Financial Services?

Yes, BlackRock owns 10.37% of Enterprise Financial Services, totaling 3.89M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 159.02M$. In the last quarter, BlackRock increased its holdings by 140.52K shares, a 3.75% change.

Who is Enterprise Financial Services’s biggest shareholder by percentage of total assets invested?

Western financial corp/ca is Enterprise Financial Services’s biggest shareholder by percentage of total assets invested, with 14.71% of its assets in 582.93K Enterprise Financial Services shares, valued at 33.8M$.

Who is the top mutual fund holder of Enterprise Financial Services shares?

First Trust SMID Cp Rising Div Achv ETF is the top mutual fund holder of Enterprise Financial Services shares, with 3.38% of its total shares outstanding invested in 1.25M Enterprise Financial Services shares.

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