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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 83.66% institutional investors, 1.77% insiders, and 14.57% retail investors. Blackrock is the largest institutional shareholder, holding 10.37% of EFSC shares. Vanguard Morn Total Stk Mkt Idx Investor is the top mutual fund, with 3.06% of its assets in Enterprise Financial Services shares.

EFSC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockEnterprise Financial Services83.66%1.77%14.57%
SectorFinancial Services Stocks 736.16%13.84%-650.00%
IndustryRegional Banks Stocks54.14%12.57%33.29%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock3.89M10.37%$159.02M
Blackrock funding, inc. /de3.57M9.67%$235.01M
Wellington management group llp2.91M7.88%$191.68M
Vanguard group2.37M6.41%$128.06M
Dimensional fund advisors lp2.23M6.05%$147.00M
State street1.60M4.34%$105.64M
Vanguard capital management1.56M4.24%$102.99M
Earnest partners1.39M3.77%$91.71M
American century companies1.21M3.29%$79.90M
Geode capital management980.65K2.66%$64.62M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Enterprise financial services511.96K13.77%$33.73M
Pl capital advisors733.33K13.43%$48.31M
Western financial corp/ca575.02K11.09%$37.88M
Endeavour capital advisors282.70K3.82%$18.62M
Elizabeth park capital advisors43.34K2.03%$2.51M
Phocas financial99.19K0.91%$6.53M
Denali advisors135.10K0.90%$8.90M
Maltese capital management45.00K0.54%$2.96M
Foundry partners171.14K0.49%$9.65M
Bridgeway capital management292.27K0.34%$19.25M

Top Buyers

HolderShares% AssetsChange
Sixth street partners management company440.94K0.00%440.94K
State street1.60M0.00%249.15K
Enterprise financial services511.96K13.77%179.40K
Blackrock funding, inc. /de3.57M0.00%172.60K
Raymond james financial214.29K0.00%169.61K

Top Sellers

HolderShares% AssetsChange
Macquarie group---1.19M
Thrivent financial for lutherans---471.14K
Wellington management group llp2.91M0.03%-340.59K
First trust advisors lp917.31K0.04%-309.49K
Weiss asset management lp---170.32K

New Positions

HolderShares% AssetsChangeValue
Sixth street partners management company440.94K0.00%440.94K$29.05M
Axa investment managers67.92K0.01%67.92K$3.94M
Assetmark31.15K0.00%31.15K$2.05M
Atom investors lp30.73K0.18%30.73K$2.02M
Schonfeld strategic advisors30.63K0.01%30.63K$2.02M

Sold Out

HolderChange
Twin peaks wealth advisors-1.00
Rise advisors-2.00
National bank of canada /fi/-2.00
Wealthspire advisors-4.00
Global financial private client-4.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20262651.15%30,874,5501.49%831.24%14716.67%69-17.86%
Mar 31, 2026123-49.38%10,588,307-64.92%280.43%50-51.92%36-63.64%
Dec 31, 2025191-21.40%23,445,119-23.01%630.93%75-33.63%81-1.22%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Morn Total Stk Mkt Idx Investor1.11M3.06%-19.28K
Vanguard Total Stock Mkt Idx Inv1.11M3.03%-19.28K
Vanguard US Total Market Shares ETF1.11M3.01%1.30K
Avantis US Small Cap Value ETF1.05M2.90%1.30K
Macquarie Small Cap Core I982.24K2.66%9.29K
iShares Russell 2000 ETF955.24K2.64%-16.99K
Delaware Small Cap Core I843.31K2.27%-5.23K
First Trust SMID Cp Rising Div Achv ETF770.38K2.13%-
Nomura Small Cap Core I735.95K2.03%-7.57K
Nomura US Small Cap Core Equity735.95K2.01%-51.71K

Recent Insider Transactions

DateNameRoleActivityValue
Apr 28, 2026PONDER MARK G SEVP, Chief Admin. OfficerSell$37.63K
Apr 28, 2026PONDER MARK G SEVP, Chief Admin. OfficerSell$38.06K
Aug 04, 2025Finn Michael E-Buy$81.17K
Jun 26, 2025LALLY JAMES BRIAN CEOSell$100.83K
Jun 24, 2025LALLY JAMES BRIAN CEOSell$91.09K

Insider Transactions Trends

DateBuySell
2026 Q2-2
2026 Q1--
2025 Q4--
2025 Q31-
2025 Q225

EFSC Ownership FAQ

Who Owns Enterprise Financial Services?

Enterprise Financial Services shareholders are primarily institutional investors at 83.66%, followed by 1.77% insiders and 14.57% retail investors. The average institutional ownership in Enterprise Financial Services's industry, Regional Banks Stocks, is 54.14%, 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 (3.57M shares, 9.67%), and Wellington management group llp (2.91M shares, 7.88%). Together, they hold 27.92% 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?

Enterprise financial services is Enterprise Financial Services’s biggest shareholder by percentage of total assets invested, with 13.77% of its assets in 511.96K Enterprise Financial Services shares, valued at 33.73M$.

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

Vanguard Morn Total Stk Mkt Idx Investor is the top mutual fund holder of Enterprise Financial Services shares, with 3.06% of its total shares outstanding invested in 1.11M Enterprise Financial Services shares.

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