Enterprise Financial Services Ownership | Who Owns Enterprise Financial Services?
Enterprise Financial Services Ownership Summary
Enterprise Financial Services is owned by 33.45% institutional investors, 2.82% insiders, and 63.73% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.53% of EFSC shares. First Trust SMID Cp Rising Div Achv ETF is the top mutual fund, with 3.52% of its assets in Enterprise Financial Services shares.
EFSC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Enterprise Financial Services | 33.45% | 2.82% | 63.73% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.93M | 10.53% | $221.77M |
| Blackrock | 3.89M | 10.37% | $159.02M |
| 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 |
| Geode capital management | 885.24K | 2.37% | $49.94M |
| American century companies | 847.94K | 2.27% | $47.82M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Western financial corp/ca | 585.32K | 18.14% | $33.01M |
| Pl capital advisors | 703.83K | 13.55% | $39.70M |
| Enterprise financial services | 363.38K | 11.40% | $20.49M |
| Endeavour capital advisors | 91.98K | 1.65% | $5.19M |
| Ejf capital | 42.29K | 1.64% | $2.39M |
| Phocas financial | 21.01K | 0.88% | $1.19M |
| Denali advisors | 121.99K | 0.72% | $6.88M |
| Maltese capital management | 68.20K | 0.59% | $3.85M |
| Foundry partners | 171.14K | 0.49% | $9.65M |
| Earnest partners | 1.88M | 0.47% | $106.22M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Weiss asset management lp | 170.32K | 0.20% | 170.32K |
| Blackrock | 3.89M | 0.00% | 140.51K |
| Raymond james financial | 133.97K | 0.00% | 133.97K |
| State street | 1.20M | 0.00% | 129.38K |
| Jennison associates | 566.78K | 0.02% | 125.15K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 3.37M | 0.03% | -171.16K |
| F/m investments | 72.98K | 0.15% | -146.00K |
| Millennium management | 39.26K | 0.00% | -98.70K |
| Deprince race & zollo | - | - | -98.23K |
| Phocas financial | 21.01K | 0.88% | -92.70K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Weiss asset management lp | 170.32K | 0.20% | 170.32K | $9.61M |
| Raymond james financial | 133.97K | 0.00% | 133.97K | $7.56M |
| Proficio capital partners | 14.49K | 0.00% | 14.49K | $14.49K |
| Kestra advisory services | 5.35K | 0.00% | 5.35K | $301.63K |
| Allianz asset management gmbh | 4.20K | 0.00% | 4.20K | $236.88K |
Sold Out
| Holder | Change |
|---|---|
| Allworth financial lp | -3.00 |
| Nelson, van denburg & campbell wealth management group | -6.00 |
| Geneos wealth management | -22.00 |
| Stephens consulting | -28.00 |
| Benjamin f. edwards & company | -57.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 217 | 6.90% | 27,544,291 | 1.97% | 73 | 1.41% | 102 | 5.15% | 74 | 5.71% |
| Dec 31, 2023 | 203 | 4.10% | 27,011,667 | 0.63% | 72 | 1.40% | 97 | -6.73% | 70 | 22.81% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| First Trust SMID Cp Rising Div Achv ETF | 1.30M | 3.52% | 278.00 |
| Vanguard US Total Market Shares ETF | 1.11M | 3.01% | 1.30K |
| Vanguard Total Stock Mkt Idx Inv | 1.11M | 3.00% | 1.16K |
| iShares Russell 2000 ETF | 1.00M | 2.71% | -8.69K |
| Macquarie Small Cap Core I | 843.31K | 2.28% | - |
| Delaware Small Cap Core I | 843.31K | 2.27% | -5.23K |
| Harbor Small Cap Value Instl | 766.86K | 2.07% | -11.76K |
| Avantis US Small Cap Value ETF | 746.12K | 2.02% | -3.67K |
| Vanguard Institutional Extnd Mkt Idx Tr | 563.48K | 1.52% | 830.00 |
| DFA US Small Cap Value I | 463.62K | 1.25% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 28, 2025 | HAVEL JAMES M | - | Sell | $323.05K |
| Nov 06, 2024 | SANBORN RICHARD | - | Sell | $3.00M |
| Nov 06, 2024 | SANBORN RICHARD | - | Sell | $2.73M |
| Nov 06, 2024 | SANBORN RICHARD | - | Sell | $225.21K |
| Jul 25, 2024 | SANBORN RICHARD | - | Sell | $5.09M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 3 |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
EFSC Ownership FAQ
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