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Enterprise Financial Services Ownership | Who Owns Enterprise Financial Services?

OverviewForecastRevenueFinancialsChartTranscripts

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 3.10% of its assets in Enterprise Financial Services shares.

EFSC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockEnterprise Financial Services63.41%1.98%34.61%
SectorFinancial Services Stocks 32.19%15.44%52.37%
IndustryRegional Banks Stocks31.75%12.70%55.55%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock3.89M10.37%$159.02M
Blackrock funding, inc. /de3.42M9.26%$184.89M
Wellington management group llp2.62M7.09%$152.07M
Vanguard group2.37M6.41%$128.06M
Dimensional fund advisors lp2.19M5.92%$118.43M
Earnest partners1.49M4.03%$80.37M
First trust advisors lp1.39M3.75%$80.45M
State street1.30M3.53%$75.63M
Geode capital management947.00K2.56%$51.15M
American century companies919.83K2.49%$53.33M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Western financial corp/ca576.50K12.21%$31.19M
Pl capital advisors733.33K11.97%$39.68M
Enterprise financial services332.56K9.12%$17.99M
Endeavour capital advisors185.24K2.78%$10.00M
Elizabeth park capital advisors43.34K2.03%$2.51M
Phocas financial104.36K0.89%$5.65M
Denali advisors140.80K0.85%$7.62M
Maltese capital management80.00K0.70%$4.64M
Foundry partners171.14K0.49%$9.65M
Bridgeway capital management326.28K0.40%$18.92M

Top Buyers

HolderShares% AssetsChange
Vanguard fiduciary trust237.36K0.00%237.36K
Wellington management group llp2.62M0.03%207.26K
State street1.30M0.00%158.46K
Blackrock3.89M0.00%140.51K
Nfj investment group184.78K0.37%122.36K

Top Sellers

HolderShares% AssetsChange
Macquarie group---1.19M
Thrivent financial for lutherans471.14K0.05%-524.40K
William blair investment management22.93K0.00%-223.10K
Weiss asset management lp---170.32K
Hillsdale investment management---101.70K

New Positions

HolderShares% AssetsChangeValue
Vanguard fiduciary trust237.36K0.00%237.36K$12.84M
Axa investment managers67.92K0.01%67.92K$3.94M
Campbell & co investment adviser58.67K0.15%58.67K$3.17M
Exoduspoint capital management, lp35.08K0.02%35.08K$2.03M
Verition fund management28.75K0.01%28.75K$1.55M

Sold Out

HolderChange
Rise advisors-2.00
Td private client wealth-4.00
Global financial private client-4.00
Wealthspire advisors-4.00
Sbi securities-4.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
First Trust SMID Cp Rising Div Achv ETF1.13M3.10%1.53K
Vanguard Total Stock Mkt Idx Inv1.13M3.07%12.58K
Vanguard US Total Market Shares ETF1.11M3.01%1.30K
Macquarie Small Cap Core I982.24K2.66%9.29K
Avantis US Small Cap Value ETF908.30K2.48%-
iShares Russell 2000 ETF871.14K2.38%7.33K
Delaware Small Cap Core I843.31K2.27%-5.23K
Nomura Small Cap Core I787.65K2.15%-25.07K
Nomura US Small Cap Core Equity787.65K2.15%787.58K
Harbor Small Cap Value Instl557.01K1.51%-4.96K

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 63.41%, followed by 1.98% insiders and 34.61% retail investors. The average institutional ownership in Enterprise Financial Services's industry, Regional Banks Stocks, is 31.75%, 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 (3.42M shares, 9.26%), and Wellington management group llp (2.62M shares, 7.09%). Together, they hold 26.72% 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 12.21% of its assets in 576.5K Enterprise Financial Services shares, valued at 31.19M$.

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 3.10% of its total shares outstanding invested in 1.13M Enterprise Financial Services shares.

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