Who Owns Enterprise Financial Services Corp (EFSC)?Hedge Fund & Institutional Holders

$53.01-0.32 (-0.60%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

5.850320850542661e+278%

QoQ Change in Holders

+11 / -4

Price History

$46.20$50.14$54.08$58.01$61.95Sep 24Jun 25Mar 26

EFSC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
PL Capital Advisors, LLCNew Position+733K+$39.6B
JENNISON ASSOCIATES LLCNew Position+622K+$33.6B
Western Financial Corp/CANew Position+577K+$31.2B
ENTERPRISE FINANCIAL SERVICES CORPNew Position+332K+$17.9B
BANK OF AMERICA CORP /DE/Increased+13K+$17.0B
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCNew Position+130K+$7.0B
Universal- Beteiligungs- und Servicegesellschaft mbHNew Position+127K+$6.8B
PEREGRINE CAPITAL MANAGEMENT LLCNew Position+92K+$5.0B
ENDEAVOUR CAPITAL ADVISORS INCIncreased+97K+$4.9B
MILLENNIUM MANAGEMENT LLCIncreased+100K+$4.7B
WELLINGTON MANAGEMENT GROUP LLPIncreased+329K+$3.9B
NEW YORK STATE COMMON RETIREMENT FUNDNew Position+68K+$3.0B
Midwest Trust CoNew Position+39K+$2.1B
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDNew Position+40K+$2.0B
AlphaQuest LLCNew Position+50K+$2.0B

EFSC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MACQUARIE GROUP LTDClosed Position-1.2M-$69.0B
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCDecreased-332K-$20.2B
Nuveen, LLCDecreased-193K-$13.7B
EARNEST PARTNERS LLCDecreased-87K-$10.9B
DIMENSIONAL FUND ADVISORS LPDecreased-9K-$10.6B
NORTHERN TRUST CORPDecreased-27K-$6.2B
Hillsdale Investment Management Inc.Closed Position-102K-$5.9B
JPMORGAN CHASE & CODecreased-31K-$5.9B
MONETA GROUP INVESTMENT ADVISORS LLCDecreased-3K-$5.7B
Plancorp, LLCDecreased-4K-$5.6B
AXA Investment Managers S.A.Closed Position-68K-$3.9B
Creative PlanningDecreased-6K-$3.2B
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDecreased-16K-$3.2B
Elizabeth Park Capital Advisors, Ltd.Closed Position-43K-$2.5B
Fisher Asset Management, LLCDecreased-28K-$2.3B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLINGTON MANAGEMENT GROUP LLP2,089,239$112.0B19.63%Share
2DIMENSIONAL FUND ADVISORS LP2,026,442$109.0B22.86%Share
3EARNEST PARTNERS LLC1,488,421$80.4B344.43%Share
4FIRST TRUST ADVISORS LP1,471,244$79.0B57.41%Share
5AMERICAN CENTURY COMPANIES INC936,856$50.0B25.13%Share
6PL Capital Advisors, LLC733,329$39.6B12.48%Share
7Western Financial Corp/CA577,378$31.2B12.37%Share
8WELLINGTON MANAGEMENT GROUP LLP535,758$28.0B4.91%Share
9JENNISON ASSOCIATES LLC502,567$27.1B16.29%Share
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC435,528$23.0B3.57%Share
11ENTERPRISE FINANCIAL SERVICES CORP321,579$17.4B8.82%Share
12BRIDGEWAY CAPITAL MANAGEMENT, LLC316,875$17.0B0.36%Share
13NORTHERN TRUST CORP308,040$16.0B2.04%Share
14JPMORGAN CHASE & CO295,948$15.0B0.94%Share
15WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC246,029$13.3B37.06%Share
16Aptus Capital Advisors, LLC234,247$12.0B85.95%Share
17KENNEDY CAPITAL MANAGEMENT LLC218,512$11.8B0.25%Share
18ENDEAVOUR CAPITAL ADVISORS INC185,240$10.0B2.78%Share
19BANK OF AMERICA CORP /DE/201,165$10.0B0.73%Share
20NFJ INVESTMENT GROUP, LLC171,336$9.0B0.32%Share
21HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC165,454$8.9B26.69%Share
22Nuveen, LLC161,982$8.0B2.09%Share
23Fisher Asset Management, LLC133,166$7.0B2.39%Share
24MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC130,038$7.0B73.58%Share
25Universal- Beteiligungs- und Servicegesellschaft mbH126,717$6.8B11.11%Share
26JENNISON ASSOCIATES LLC119,257$6.4B3.87%Share
27Boston Partners108,294$5.0B5.18%Share
28GOLDMAN SACHS GROUP INC93,683$5.0B0.62%Share
29GOLDMAN SACHS GROUP INC94,228$5.0B0.62%Share
30WELLINGTON MANAGEMENT GROUP LLP102,295$5.0B0.88%Share
31BANK OF AMERICA CORP /DE/106,841$5.0B0.36%Share
32WELLINGTON MANAGEMENT GROUP LLP103,582$5.0B0.88%Share
33MILLENNIUM MANAGEMENT LLC105,077$5.0B2.10%Share
34PEREGRINE CAPITAL MANAGEMENT LLC92,453$5.0B0.15%Share
35F/m Investments LLC86,597$4.7B0.18%Share
36BARCLAYS PLC78,155$4.0B0.96%Share
37DIMENSIONAL FUND ADVISORS LP78,790$4.0B0.84%Share
38WELLINGTON MANAGEMENT GROUP LLP77,340$4.0B0.70%Share
39RAYMOND JAMES FINANCIAL INC80,958$4.0B1.24%Share
40Nuveen, LLC76,260$4.0B1.05%Share
41UBS Group AG69,777$3.8B0.61%Share
42SEI INVESTMENTS CO69,068$3.0B2.96%Share
43Brandywine Global Investment Management, LLC66,111$3.0B20.12%Share
44NEW YORK STATE COMMON RETIREMENT FUND68,451$3.0B4.00%Share
45Russell Investments Group, Ltd.59,581$3.0B3.27%Share
46Swiss National Bank72,964$3.0B1.79%Share
47Midwest Trust Co38,647$2.1B26.03%Share
48Visionary Wealth Advisors38,484$2.1B0.09%Share
49RHUMBLINE ADVISERS52,296$2.0B1.62%Share
50AlphaQuest LLC49,847$2.0B0.11%Share

EFSC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025241$913.2B+74
Q3 2025167$972.9B-34
Q2 2025201$823.1B-40
Q1 2025241$1.3T+30
Q4 2024211$9.0T+19
Q3 2024192$35.8T+17
Q2 2024175$27.3T+3
Q1 2024172$24.1T—

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As of Q4 2025, 50 institutional investors hold EFSC (Enterprise Financial Services Corp). The largest holder is WELLINGTON MANAGEMENT GROUP LLP with $112.0B in shares. This quarter, 11 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own EFSC?

As of Q4 2025, 50 institutional investors report holding EFSC (Enterprise Financial Services Corp) in their 13F filings.

Who is the largest institutional holder of EFSC?

The largest institutional holder of EFSC is WELLINGTON MANAGEMENT GROUP LLP with $112.0B in shares.

Is institutional ownership of EFSC increasing or decreasing?

This quarter, 11 institutions opened new positions in EFSC and 4 closed their positions.