ENTERPRISE FINANCIAL SERVICES CORP - Common Stock (EFSC) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
EFSC on Nasdaq
Shares outstanding
36,980,266
Price per share
$54.00
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
30,451,168
Total reported value
$1,765,438,601
% of total 13F portfolios
0.01%
Share change
+536,442
Value change
+$31,739,935
Number of holders
241
Price from insider filings
$54.00
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of ENTERPRISE FINANCIAL SERVICES CORP - Common Stock (EFSC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 8% $147,553,336 2,968,880 BlackRock, Inc. 31 Mar 2025
WELLINGTON MANAGEMENT GROUP LLP 7.4% $136,365,468 2,743,772 Wellington Management Group LLP 31 Mar 2025
VANGUARD GROUP INC 6.4% $127,367,802 2,363,039 The Vanguard Group 30 Jun 2025
EARNEST PARTNERS LLC 5% $91,864,536 1,848,381 EARNEST PARTNERS LLC 31 Mar 2025

As of 30 Sep 2025, 241 institutional investors reported holding 30,451,168 shares of ENTERPRISE FINANCIAL SERVICES CORP - Common Stock (EFSC). This represents 82% of the company’s total 36,980,266 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ENTERPRISE FINANCIAL SERVICES CORP - Common Stock (EFSC) together control 67% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 9.3% 3,446,761 -8.5% 0% $199,843,219
WELLINGTON MANAGEMENT GROUP LLP 7.1% 2,622,760 +8.6% 0.03% $152,067,625
VANGUARD GROUP INC 6.4% 2,357,563 -0.23% 0% $136,691,503
DIMENSIONAL FUND ADVISORS LP 5.8% 2,131,363 -0.02% 0.03% $123,577,492
EARNEST PARTNERS LLC 4.3% 1,575,051 -5% 0.4% $91,321,457
FIRST TRUST ADVISORS LP 3.8% 1,387,618 -2.5% 0.06% $80,454,091
STATE STREET CORP 3.5% 1,304,410 +14% 0% $75,629,692
MACQUARIE GROUP LTD 3.2% 1,189,871 -0.77% 0.08% $68,989,000
Thrivent Financial for Lutherans 2.6% 969,533 +147% 0.11% $56,213,000
GEODE CAPITAL MANAGEMENT, LLC 2.5% 942,661 +0.85% 0% $54,663,225
AMERICAN CENTURY COMPANIES INC 2.5% 919,831 +1.2% 0.03% $53,331,820
PL Capital Advisors, LLC 1.9% 698,829 -0.71% 13% $40,518,105
JENNISON ASSOCIATES LLC 1.7% 632,503 +4.4% 0.02% $36,672,526
Western Financial Corp/CA 1.6% 582,933 +9.1% 15% $33,798,442
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.6% 577,965 -5.7% 0.09% $33,510,411
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 451,390 -9.6% 0% $26,171,592
Nuveen, LLC 1.2% 443,975 +57% 0.01% $25,741,670
JPMORGAN CHASE & CO 1.1% 394,320 -5.4% 0% $22,862,674
NORTHERN TRUST CORP 1% 383,230 -0.66% 0% $22,219,676
BANK OF AMERICA CORP /DE/ 0.98% 363,587 +19% 0% $21,080,775
Enterprise Financial Services Corp 0.97% 359,752 -0.38% 11% $20,858,420
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.88% 326,276 +4.7% 0.4% $18,917,482
Aptus Capital Advisors, LLC 0.63% 233,226 +15% 0.12% $13,522,444
NFJ INVESTMENT GROUP, LLC 0.5% 184,784 +196% 0.37% $10,713,777
KENNEDY CAPITAL MANAGEMENT LLC 0.49% 181,979 -4.3% 0.23% $10,551,142

Institutional Holders of ENTERPRISE FINANCIAL SERVICES CORP - Common Stock (EFSC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,135,185 $61,306,462 -$1,891,050 $54.00 23
2025 Q3 30,451,168 $1,765,438,601 +$31,739,935 $57.98 241
2025 Q2 29,854,737 $1,645,174,203 +$2,983,638 $55.10 238
2025 Q1 29,931,372 $1,608,628,496 +$53,344,021 $53.74 239
2024 Q4 28,948,798 $1,632,623,840 +$26,517,740 $56.40 221
2024 Q3 28,463,191 $1,459,867,458 +$34,018,040 $51.26 223
2024 Q2 27,791,452 $1,136,919,608 +$21,650,448 $40.91 200
2024 Q1 27,544,468 $1,117,296,192 +$22,074,318 $40.56 212
2023 Q4 15,039 $671,491 -$779,606 $44.65 1
2023 Q3 26,842,956 $1,007,378,286 +$5,079,489 $37.50 191
2023 Q2 26,672,132 $1,043,151,475 -$31,507,256 $39.10 194
2023 Q1 27,245,327 $1,214,866,170 +$42,007,952 $44.59 214
2022 Q4 26,646,964 $1,305,833,141 +$72,324,337 $48.96 213
2022 Q3 25,137,213 $1,106,354,411 -$4,565,969 $44.04 175
2022 Q2 25,608,250 $1,061,470,245 +$9,129,766 $41.50 177
2022 Q1 25,418,504 $1,203,118,802 +$6,885,037 $47.31 188
2021 Q4 25,240,734 $1,188,756,404 -$16,050,969 $47.09 182
2021 Q3 25,562,032 $1,157,404,317 +$123,797,887 $45.28 178
2021 Q2 23,258,593 $1,078,911,399 +$57,834,714 $46.39 161
2021 Q1 21,662,274 $1,071,028,470 +$57,398,476 $49.44 167
2020 Q4 20,438,422 $714,330,911 +$33,209,784 $34.95 157
2020 Q3 19,252,284 $525,178,471 +$1,152,575 $27.27 152
2020 Q2 18,281,250 $568,647,416 +$10,730,631 $31.12 150
2020 Q1 18,848,848 $526,027,068 -$14,553,487 $27.91 138
2019 Q4 19,070,939 $919,302,983 +$13,375,926 $48.21 161
2019 Q3 18,408,961 $750,111,643 -$13,987,529 $40.75 149
2019 Q2 18,510,055 $769,669,038 +$7,953,041 $41.60 158
2019 Q1 18,597,665 $758,312,176 +$46,263,641 $40.77 168
2018 Q4 17,900,559 $673,598,996 +$14,973,781 $37.63 166
2018 Q3 17,332,955 $919,571,396 +$7,184,972 $53.05 171
2018 Q2 17,583,417 $948,639,453 +$21,922,859 $53.95 167
2018 Q1 17,302,010 $811,471,373 +$13,218,025 $46.90 148
2017 Q4 16,845,363 $760,712,611 -$6,305,219 $45.15 155
2017 Q3 16,740,693 $709,008,331 +$230,818 $42.35 147
2017 Q2 17,007,755 $693,919,307 +$49,745,668 $40.80 154
2017 Q1 15,846,806 $671,893,378 +$99,315,398 $42.40 157
2016 Q4 14,718,281 $632,799,694 +$32,148,444 $43.00 144
2016 Q3 13,870,706 $433,454,001 +$7,706,214 $31.25 137
2016 Q2 13,660,851 $380,994,130 -$661,043 $27.89 129
2016 Q1 13,697,881 $370,459,000 -$1,131,666 $27.04 119
2015 Q4 13,748,171 $389,782,368 +$15,078,709 $28.35 120
2015 Q3 13,235,444 $333,239,726 +$4,063,436 $25.17 110
2015 Q2 12,942,224 $294,693,752 +$7,550,488 $22.77 97
2015 Q1 12,777,862 $263,947,142 +$8,419,452 $20.66 91
2014 Q4 12,385,903 $244,377,621 -$701,875 $19.73 95
2014 Q3 12,420,599 $207,710,485 +$4,309,256 $16.72 94
2014 Q2 12,154,931 $219,511,913 +$428,820 $18.06 96
2014 Q1 12,157,847 $244,002,237 +$2,233,461 $20.07 96