Enterprise Financial Services EFSC Institutional Ownership

NASDAQ EFSC

$60.25 -0.30 (-0.50%)

At close: Oct 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

267 Institutions

Increased 148 55.4%

Unchanged 50 18.7%

Reduced 69 25.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

83.56%

▲+1.23 pp QoQ

Shares Held by Institutions

30.45Mn

of 36.44Mn outstanding

▲+0.20% QoQ

Shares Outstanding

36.44Mn

5.99Mn held outside 13F filers

Institutional Investors

267

filed 13F for Jun 2026

▲+7 vs prior quarter

Net Shares Added (QoQ)

+60.32K

accumulated since last quarter

Value of Holdings

$1.84Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 11, 2026

Enterprise Financial Services Corp (NASDAQ:EFSC) was reported as a holding by 267 institutional investors in 13F filings for the quarter ended June 30, 2026.

These investors held 83.56% of Enterprise Financial Services' outstanding shares at the end of Q2 2026, up from 82.33% in Q1 2026.
Total holdings of Enterprise Financial Services shares rose 0.20% from Q1 2026, and the number of holders rose 12.18% from Q2 2025.
Of the 267 holders, 148 added to their positions, 69 reduced their stakes and 50 left their positions unchanged in Q2 2026.
In total, institutional investors held 30.45Mn shares of Enterprise Financial Services at the end of Q2 2026, up 60.32K from the prior quarter and up 2.41Mn from a year earlier.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Enterprise Financial Services with 3.57Mn shares, or 9.79% of shares outstanding.
Among existing holders, the largest additions to Enterprise Financial Services in Q2 2026 came from State Street Corp (+249.15K shares), Enterprise Financial Services Corp (+179.4K shares), BlackRock, Inc. (+172.6K shares), Raymond James Financial Inc (+169.61K shares) and American Century Companies Inc (+160.41K shares).
The largest position reductions in EFSC for Q2 2026 were by Wellington Management Group LLP (-340.59K shares), First Trust Advisors LP (-309.49K shares), Nuveen, LLC (-170.3K shares), Qube Research & Technologies Ltd (-130.02K shares) and NFJ Investment Group, LLC (-84.87K shares).
Enterprise Financial Services' 10 largest institutional shareholders as of Q2 2026 were BlackRock, Inc. (3.57Mn shares), Wellington Management Group LLP (2.91Mn shares), Dimensional Fund Advisors LP (2.23Mn shares), State Street Corp (1.6Mn shares), Vanguard Capital Management LLC (1.56Mn shares), Earnest Partners LLC (1.39Mn shares), American Century Companies Inc (1.21Mn shares), Geode Capital Management, LLC (980.65K shares), Nomura Asset Management International Inc. (929.83K shares) and First Trust Advisors LP (917.31K shares), per Business Quant data.

Form 13F Holdings

267 Institutional Holders

Report period 30 Jun, 2026

Total shares held 30.45Mn

Of outstanding 83.56%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	3,567,204	9.79%	▲172,601	+5.08%	$235.01Mn
2	WELLINGTON MANAGEMENT GROUP LLP	0000902219	2,909,537	7.98%	▼340,594	-10.48%	$191.68Mn
3	DIMENSIONAL FUND ADVISORS LP	0000354204	2,231,244	6.12%	▲42,478	+1.94%	$147.00Mn
4	State Street Corp	0000093751	1,603,494	4.40%	▲249,149	+18.40%	$105.64Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,563,290	4.29%	▼16,767	-1.06%	$102.99Mn
6	EARNEST PARTNERS LLC	0001102578	1,392,133	3.82%	▼53,400	-3.69%	$91.71Mn
7	AMERICAN CENTURY COMPANIES INC	0000748054	1,212,761	3.33%	▲160,408	+15.24%	$79.90Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	980,654	2.69%	▲46,919	+5.02%	$64.62Mn
9	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	0000921739	929,832	2.55%	▼39,580	-4.08%	$61.26Mn
10	FIRST TRUST ADVISORS LP	0001125816	917,310	2.52%	▼309,489	-25.23%	$60.43Mn
11	PL Capital Advisors, LLC	0001569147	733,329	2.01%	0	0.00%	$48.31Mn
12	JENNISON ASSOCIATES LLC	0000053417	700,312	1.92%	▲92,420	+15.20%	$46.14Mn
13	Western Financial Corp/CA	0001954480	575,021	1.58%	▼1,484	-0.26%	$37.88Mn
14	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	570,530	1.57%	▲33,063	+6.15%	$37.59Mn
15	Enterprise Financial Services Corp	0001025835	511,960	1.41%	▲179,398	+53.94%	$33.73Mn
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	440,943	1.21%	▲3,873	+0.89%	$29.05Mn
17	Northern Trust Corp	0000073124	388,556	1.07%	▲20,248	+5.50%	$25.60Mn
18	Goldman Sachs Group Inc	0000886982	359,537	0.99%	▲89,385	+33.09%	$23.69Mn
19	Jpmorgan Chase & Co	0000019617	349,718	0.96%	▲80,811	+30.05%	$23.23Mn
20	Qube Research & Technologies Ltd	0001729829	346,149	0.95%	▼130,024	-27.31%	$22.80Mn

Showing 1 to 20 of 267 holders