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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 74.20% institutional investors, 2.34% insiders, and 23.46% 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 Services74.20%2.34%23.46%
SectorFinancial Services Stocks 43.20%12.55%44.25%
IndustryRegional Banks Stocks49.46%11.62%38.92%

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 Tr565.96K1.52%-21.41K
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 Instl265.77K0.71%11.42K

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 74.20%, followed by 2.34% insiders and 23.46% retail investors. The average institutional ownership in Enterprise Financial Services's industry, Regional Banks Stocks, is 49.46%, 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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