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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 76.24% institutional investors, 2.34% insiders, and 21.41% retail investors. Blackrock is the largest institutional shareholder, holding 10.37% of EFSC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.97% of its assets in Enterprise Financial Services shares.

EFSC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockEnterprise Financial Services76.24%2.34%21.41%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryRegional Banks Stocks51.67%12.06%36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock3.89M10.37%$159.02M
Wellington management group llp3.04M8.11%$124.35M
Dimensional fund advisors lp2.08M5.56%$85.26M
Vanguard group2.06M5.49%$84.17M
Earnest partners1.96M5.22%$80.02M
State street1.08M2.88%$44.11M
Macquarie group1.05M2.80%$43.00M
Geode capital management883.85K2.36%$36.17M
Pl capital advisors703.83K1.88%$28.79M
William blair investment management698.21K1.86%$28.56M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Western financial corp/ca651.40K16.10%$26.65M
Pl capital advisors703.83K11.97%$28.79M
Enterprise financial services391.30K9.86%$16.01M
Endeavour capital advisors174.80K2.49%$7.15M
Ejf capital74.91K2.27%$3.06M
Maltese capital management175.61K1.33%$7.18M
Earnest partners1.96M0.37%$80.02M
F/m investments217.14K0.32%$8.88M
Bridgeway capital management207.33K0.20%$8.48M
Kennedy capital management191.38K0.17%$7.83M

Top Buyers

HolderShares% AssetsChange
Macquarie group1.05M0.05%229.56K
F/m investments217.14K0.32%217.14K
Wellington management group llp3.04M0.02%206.15K
Blackrock3.89M0.00%140.51K
American century companies655.49K0.02%104.96K

Top Sellers

HolderShares% AssetsChange
Janus henderson group174.58K0.00%-104.32K
Deprince race & zollo---98.23K
Mesirow institutional investment management---92.38K
Nuveen asset management301.65K0.00%-86.46K
Great lakes advisors---75.79K

New Positions

HolderShares% AssetsChangeValue
F/m investments217.14K0.32%217.14K$8.88M
Assenagon asset management34.06K0.00%34.06K$1.39M
Corebridge financial19.92K0.00%19.92K$814.85K
Mirae asset global etfs17.90K0.00%17.90K$732.17K
Bailard10.10K0.01%10.10K$413.19K

Sold Out

HolderChange
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

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202422810.68%28,466,3342.33%761.38%1129.80%7511.94%
Jun 30, 2024205-5.53%27,818,0630.99%741.37%101-0.98%67-9.46%
Mar 31, 20242176.90%27,544,2911.97%731.41%1025.15%745.71%
Dec 31, 20232034.10%27,011,6670.63%721.40%97-6.73%7022.81%
Sep 30, 2023195-1.52%26,843,3700.64%711.41%1048.33%57-8.06%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv1.10M2.97%-11.27K
iShares Russell 2000 ETF985.10K2.65%-2.21K
Delaware Small Cap Core I843.31K2.27%-5.23K
Harbor Small Cap Value Instl778.62K2.09%-56.41K
Avantis US Small Cap Value ETF635.14K1.71%-
Vanguard Institutional Extnd Mkt Idx Tr563.84K1.52%-2.12K
DFA US Small Cap Value I419.93K1.13%6.58K
Fidelity Small Cap Index378.56K1.02%-10.01K
iShares Russell 2000 Value ETF357.59K0.96%-
BlackRock Advantage Small Cap Core Instl265.77K0.72%-

Recent Insider Transactions

DateNameRoleActivityValue
Nov 06, 2024SANBORN RICHARD-Sell$225.21K
Nov 06, 2024SANBORN RICHARD-Sell$3.00M
Nov 06, 2024SANBORN RICHARD-Sell$2.73M
Jul 25, 2024SANBORN RICHARD-Sell$5.09M
Dec 15, 2023SANBORN RICHARD-Sell$94.50K

Insider Transactions Trends

DateBuySell
2024 Q4-3
2024 Q3-1
2024 Q2--
2024 Q1--
2023 Q4-1

EFSC Ownership FAQ

Who Owns Enterprise Financial Services?

Enterprise Financial Services shareholders are primarily institutional investors at 76.24%, followed by 2.34% insiders and 21.42% retail investors. The average institutional ownership in Enterprise Financial Services's industry, Regional Banks Stocks, is 51.67%, 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%), Wellington management group llp (3.04M shares, 8.11%), and Dimensional fund advisors lp (2.08M shares, 5.56%). Together, they hold 24.03% 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 16.10% of its assets in 651.4K Enterprise Financial Services shares, valued at 26.65M$.

Who is the top mutual fund holder of Enterprise Financial Services shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Enterprise Financial Services shares, with 2.97% of its total shares outstanding invested in 1.1M Enterprise Financial Services shares.

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