Enterprise Financial Services Ownership | Who Owns Enterprise Financial Services?
Enterprise Financial Services Ownership Summary
Enterprise Financial Services is owned by 79.67% institutional investors, 1.87% insiders, and 18.46% 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 3.32% of its assets in Enterprise Financial Services shares.
EFSC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Enterprise Financial Services | 79.67% | 1.87% | 18.46% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 54.08% | 12.36% | 33.57% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.89M | 10.37% | $159.02M |
| Blackrock funding, inc. /de | 3.77M | 10.18% | $207.47M |
| Wellington management group llp | 3.37M | 9.04% | $190.29M |
| Dimensional fund advisors lp | 2.22M | 5.93% | $124.95M |
| Vanguard group | 2.09M | 5.59% | $117.82M |
| Earnest partners | 1.88M | 5.04% | $106.22M |
| State street | 1.20M | 3.20% | $67.46M |
| Macquarie group | 1.02M | 2.74% | $57.78M |
| American century companies | 909.04K | 2.46% | $50.09M |
| Geode capital management | 885.24K | 2.37% | $49.94M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Western financial corp/ca | 534.54K | 15.79% | $29.45M |
| Pl capital advisors | 703.83K | 12.94% | $38.78M |
| Enterprise financial services | 363.38K | 11.40% | $20.49M |
| Elizabeth park capital advisors | 42.34K | 2.09% | $2.33M |
| Endeavour capital advisors | 70.75K | 1.34% | $3.90M |
| Phocas financial | 21.01K | 0.88% | $1.19M |
| Denali advisors | 121.92K | 0.70% | $6.72M |
| Maltese capital management | 75.00K | 0.58% | $4.13M |
| Hussman strategic advisors | 42.00K | 0.53% | $2.31M |
| Foundry partners | 171.14K | 0.49% | $9.65M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 3.89M | 0.00% | 140.51K |
| State street | 1.20M | 0.00% | 129.38K |
| Nuveen asset management | 430.66K | 0.01% | 108.00K |
| Ubs group | 93.29K | 0.00% | 67.75K |
| Dimensional fund advisors lp | 2.22M | 0.03% | 54.99K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 3.37M | 0.03% | -171.16K |
| Weiss asset management lp | - | - | -170.32K |
| Blackrock funding, inc. /de | 3.77M | 0.00% | -137.34K |
| Millennium management | 39.26K | 0.00% | -98.70K |
| Deprince race & zollo | - | - | -98.23K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Elizabeth park capital advisors | 42.34K | 2.09% | 42.34K | $2.33M |
| Hussman strategic advisors | 42.00K | 0.53% | 42.00K | $2.31M |
| Susquehanna portfolio strategies | 26.41K | 0.03% | 26.41K | $1.46M |
| Wakefield asset management lllp | 19.69K | 0.30% | 19.69K | $1.09M |
| Arrowstreet capital, limited partnership | 14.63K | 0.00% | 14.63K | $806.28K |
Sold Out
| Holder | Change |
|---|---|
| Farther finance advisors | -2.00 |
| Global financial private client | -4.00 |
| Stephens consulting | -5.00 |
| Nelson, van denburg & campbell wealth management group | -6.00 |
| Concord wealth partners | -21.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 228 | 10.68% | 28,466,334 | 2.33% | 76 | 1.38% | 112 | 9.80% | 75 | 11.94% |
| Jun 30, 2024 | 205 | -5.53% | 27,818,063 | 0.99% | 74 | 1.37% | 101 | -0.98% | 67 | -9.46% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| First Trust SMID Cp Rising Div Achv ETF | 1.23M | 3.32% | -2.39K |
| Vanguard Total Stock Mkt Idx Inv | 1.12M | 3.02% | -23.60K |
| Vanguard US Total Market Shares ETF | 1.11M | 3.01% | 1.30K |
| Macquarie Small Cap Core I | 972.94K | 2.63% | 92.74K |
| iShares Russell 2000 ETF | 871.73K | 2.36% | -16.59K |
| Delaware Small Cap Core I | 843.31K | 2.27% | -5.23K |
| Avantis US Small Cap Value ETF | 742.18K | 2.01% | - |
| Harbor Small Cap Value Instl | 649.66K | 1.76% | -111.85K |
| DFA US Small Cap Value I | 468.81K | 1.27% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 394.19K | 1.07% | -175.81K |
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 |
|---|---|---|
| 2025 Q3 | 1 | - |
| 2025 Q2 | 2 | 5 |
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 3 |
| 2024 Q3 | - | 1 |
EFSC Ownership FAQ
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