DaveManuel.com · Institutional Ownership · Who Owns It
ENTERPRISE FINL SVCS CORP (EFSC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
267
Reporting holders
$2.0B
Reported value
84.3%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+4
Holder change
Institutions report 30,496,286 shares against 36,192,520 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $235.0M | 3,567,204 | 0.00% | 8q | +5.1%+$11.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $191.7M | 2,909,537 | 0.03% | 31q | -10.5%-$22.4M |
| DIMENSIONAL FUND ADVISORS LP | $147.0M | 2,231,244 | 0.03% | 31q | +1.9%+$2.8M |
| STATE STREET CORP | $105.6M | 1,603,494 | 0.00% | 31q | +18.4%+$16.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $103.0M | 1,563,290 | 0.00% | 2q | -1.1%-$1.1M |
| EARNEST PARTNERS LLC | $91.7M | 1,392,133 | 0.33% | 31q | -3.7%-$3.5M |
| AMERICAN CENTURY COMPANIES INC | $79.9M | 1,212,761 | 0.04% | 21q | +15.2%+$10.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $64.6M | 980,654 | 0.00% | 31q | +5.0%+$3.1M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $61.3M | 929,832 | 0.09% | 3q | -4.1%-$2.6M |
| FIRST TRUST ADVISORS LP | $60.4M | 917,310 | 0.04% | 31q | -25.2%-$20.4M |
| PL Capital Advisors, LLC | $48.3M | 733,329 | 13.43% | 31q | HELD |
| JENNISON ASSOCIATES LLC | $46.1M | 700,312 | 0.03% | 26q | +15.2%+$6.1M |
| Western Financial Corp/CA | $37.9M | 575,021 | 11.09% | 15q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $37.6M | 570,530 | 0.00% | 2q | +6.2%+$2.2M |
| Enterprise Financial Services Corp | $33.7M | 511,960 | 13.77% | 31q | +53.9%+$11.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $29.0M | 440,943 | 0.00% | 31q | +0.9%+$255.2K |
| NORTHERN TRUST CORP | $25.6M | 388,556 | 0.00% | 31q | +5.5%+$1.3M |
| GOLDMAN SACHS GROUP INC | $23.7M | 359,537 | 0.00% | 31q | +33.1%+$5.9M |
| JPMORGAN CHASE & CO | $23.2M | 349,718 | 0.00% | 31q | +30.1%+$5.4M |
| Qube Research & Technologies Ltd | $22.8M | 346,149 | 0.02% | 15q | -27.3%-$8.6M |
| BANK OF AMERICA CORP /DE/ | $22.7M | 344,784 | 0.00% | 31q | -13.2%-$3.5M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $19.3M | 292,272 | 0.34% | 12q | -1.2%-$226.6K |
| ENDEAVOUR CAPITAL ADVISORS INC | $18.6M | 282,702 | 3.82% | 12q | HELD |
| Fisher Asset Management, LLC | $16.2M | 245,348 | 0.00% | 15q | +84.2%+$7.4M |
| VANGUARD FIDUCIARY TRUST CO | $15.9M | 241,642 | 0.00% | 2q | +1.8%+$282.0K |
| Aptus Capital Advisors, LLC | $15.7M | 238,081 | 0.11% | 22q | +0.6%+$95.1K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14.6M | 220,944 | 0.04% | 10q | +1.4%+$204.2K |
| RAYMOND JAMES FINANCIAL INC | $14.1M | 214,287 | 0.00% | 7q | +379.7%+$11.2M |
| KENNEDY CAPITAL MANAGEMENT LLC | $13.8M | 208,915 | 0.24% | 31q | -2.8%-$403.2K |
| Russell Investments Group, Ltd. | $12.8M | 194,487 | 0.01% | 22q | +19.5%+$2.1M |
| GLENMEDE TRUST CO NA | $11.8M | 179,211 | 0.05% | 2q | -3.9%-$481.7K |
| Bank of New York Mellon Corp | $11.4M | 173,266 | 0.00% | 31q | +3.6%+$401.1K |
| Empowered Funds, LLC | $10.8M | 163,572 | 0.06% | 2q | +4.2%+$432.2K |
| TWO SIGMA INVESTMENTS, LP | $10.3M | 156,410 | 0.01% | 21q | +215.1%+$7.0M |
| WELLS FARGO & COMPANY/MN | $9.4M | 143,111 | 0.00% | 31q | +76.3%+$4.1M |
| MILLENNIUM MANAGEMENT LLC | $9.2M | 140,377 | 0.00% | 25q | +44.7%+$2.9M |
| DENALI ADVISORS LLC | $8.9M | 135,100 | 0.90% | 8q | -4.0%-$375.5K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $8.9M | 134,380 | 0.01% | 6q | +5.7%+$478.7K |
| MORGAN STANLEY | $8.5M | 129,769 | 0.00% | 35q | -2.8%-$249.8K |
| CSM Advisors, LLC | $8.5M | 129,549 | 0.18% | 5q | +70.4%+$3.5M |
| FRANKLIN RESOURCES INC | $8.1M | 122,203 | 0.00% | 10q | +1.8%+$145.8K |
| Boston Partners | $6.6M | 100,729 | 0.01% | 8q | -3.8%-$260.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.6M | 100,109 | 0.00% | 29q | -11.9%-$893.3K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $6.6M | 99,578 | 0.05% | 31q | -4.5%-$307.1K |
| Phocas Financial Corp. | $6.5M | 99,188 | 0.91% | 31q | -5.0%-$340.9K |
| Trexquant Investment LP | $6.1M | 92,615 | 0.04% | 2q | +76.6%+$2.6M |
| CITADEL ADVISORS LLC | $6.1M | 92,558 | 0.00% | 31q | +138.7%+$3.5M |
| NFJ INVESTMENT GROUP, LLC | $6.0M | 90,965 | 0.20% | 22q | -48.3%-$5.6M |
| Emerald Investment Advisers, LLC | $5.9M | 89,897 | 0.39% | 2q | +4.0%+$229.7K |
| Nuveen, LLC | $5.8M | 88,748 | 0.00% | 6q | -65.7%-$11.2M |
| Plancorp, LLC | $5.8M | 87,704 | 0.14% | 31q | -5.2%-$318.3K |
| MARSHALL WACE, LLP | $5.5M | 83,780 | 0.00% | 4q | +81.6%+$2.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.4M | 81,285 | 0.00% | 31q | -9.2%-$539.5K |
| ENVESTNET ASSET MANAGEMENT INC | $5.3M | 80,343 | 0.00% | 30q | -0.8%-$40.6K |
| PEREGRINE CAPITAL MANAGEMENT LLC | $5.1M | 77,544 | 0.17% | 29q | -8.1%-$447.4K |
| AQR CAPITAL MANAGEMENT LLC | $5.0M | 75,514 | 0.00% | 12q | +52.4%+$1.7M |
| Swiss National Bank | $4.9M | 73,964 | 0.00% | 31q | +1.4%+$65.9K |
| Creative Planning | $4.8M | 72,243 | 0.00% | 31q | +24.2%+$925.9K |
| NEW YORK STATE COMMON RETIREMENT FUND | $4.5M | 68,451 | 0.01% | 31q | HELD |
| D. E. Shaw & Co., Inc. | $4.5M | 67,731 | 0.00% | 2q | +303.9%+$3.4M |
| SEI INVESTMENTS CO | $4.0M | 60,830 | 0.00% | 31q | -23.5%-$1.2M |
| Vest Financial, LLC | $4.0M | 60,333 | 0.04% | 6q | -32.5%-$1.9M |
| Quantinno Capital Management LP | $3.6M | 54,559 | 0.00% | 6q | +32.1%+$873.8K |
| RHUMBLINE ADVISERS | $3.5M | 53,431 | 0.00% | 31q | +3.7%+$126.2K |
| UBS Group AG | $3.4M | 50,952 | 0.00% | 31q | -20.7%-$874.9K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $3.3M | 50,589 | 0.00% | 31q | +17.6%+$498.2K |
| CITIGROUP INC | $3.3M | 49,858 | 0.00% | 31q | +118.1%+$1.8M |
| Invesco Ltd. | $3.3M | 49,592 | 0.00% | 31q | -12.1%-$451.3K |
| PRUDENTIAL FINANCIAL INC | $3.2M | 48,432 | 0.00% | 32q | +57.4%+$1.2M |
| SG Americas Securities, LLC | $3.2M | 48,067 | 0.00% | 6q | -27.0%-$1.2M |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | $3.1M | 46,519 | 0.02% | 30q | HELD |
| MALTESE CAPITAL MANAGEMENT LLC | $3.0M | 45,000 | 0.54% | 30q | -6.6%-$209.2K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $2.9M | 43,954 | 0.15% | 2q | +163.1%+$1.8M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.8M | 42,916 | 0.00% | 31q | +21.8%+$506.7K |
| Corient Private Wealth LP | $2.7M | 40,870 | 0.00% | 3q | +3.2%+$83.9K |
| MAI Capital Management | $2.7M | 40,791 | 0.01% | 23q | +1.1%+$28.9K |
| RBF Capital, LLC | $2.7M | 40,700 | 0.11% | 20q | HELD |
| GW&K Investment Management, LLC | $2.6M | 39,693 | 0.02% | 31q | -0.8%-$20.9K |
| DEUTSCHE BANK AG\ | $2.6M | 38,961 | 0.00% | 34q | +18.9%+$407.8K |
| XTX Topco Ltd | $2.5M | 37,293 | 0.03% | 2q | +85.2%+$1.1M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $2.4M | 35,922 | 0.16% | 15q | +9.9%+$212.5K |
| ALLIANCEBERNSTEIN L.P. | $2.3M | 43,013 | 0.00% | 31q | +15.2%+$306.8K |
| FIRST MANHATTAN CO. LLC. | $2.3M | 34,466 | 0.01% | 6q | -11.1%-$284.5K |
| Midwest Trust Co | $2.2M | 33,389 | 0.02% | 5q | -0.6%-$13.2K |
| ASSETMARK, INC | $2.1M | 31,154 | 0.00% | new | NEW |
| Acropolis Investment Management, LLC | $2.0M | 31,105 | 0.08% | 31q | HELD |
| DARK FOREST CAPITAL MANAGEMENT LP | $2.0M | 30,882 | 0.13% | 2q | +110.0%+$1.1M |
| Atom Investors LP | $2.0M | 30,731 | 0.18% | new | NEW |
| Schonfeld Strategic Advisors LLC | $2.0M | 30,629 | 0.01% | new | NEW |
| Legal & General Group Plc | $2.0M | 30,425 | 0.00% | 31q | +1.1%+$21.4K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.8M | 27,575 | 0.00% | 2q | +11.9%+$193.1K |
| GUGGENHEIM CAPITAL LLC | $1.8M | 26,716 | 0.01% | 20q | -9.0%-$174.9K |
| STIFEL FINANCIAL CORP | $1.7M | 25,677 | 0.00% | 31q | +86.3%+$783.6K |
| Mariner, LLC | $1.7M | 25,674 | 0.00% | 12q | +148.4%+$1.0M |
| BARCLAYS PLC | $1.7M | 25,355 | 0.00% | 31q | -17.9%-$365.3K |
| OSAIC HOLDINGS, INC. | $1.6M | 24,197 | 0.00% | 26q | HELD |
| Mutual Advisors, LLC | $1.6M | 24,132 | 0.03% | 15q | HELD |
| AMERIPRISE FINANCIAL INC | $1.5M | 23,317 | 0.00% | 31q | +1.5%+$23.4K |
| OPPENHEIMER ASSET MANAGEMENT INC. | $1.5M | 22,931 | 0.02% | 31q | -2.0%-$31.0K |
| Squarepoint Ops LLC | $1.5M | 22,046 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G/A | Vanguard Capital Management | 5.0% |
| 2026-10-08 | 13G/A | Dimensional Fund Advisors LP | 6.2% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-20 | 2026-08-20 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 46 | $49.4M | 837,609 | 7 | 9 | 7 | 0.0% |
| Q2 2026 | 267 | $2.0B | 30,496,286 | 30 | 109 | 67 | 0.0% |
| Q1 2026 | 263 | $1.6B | 30,420,972 | 33 | 75 | 81 | 0.0% |
| Q4 2025 | 245 | $1.6B | 30,077,786 | 21 | 64 | 96 | 0.0% |
| Q3 2025 | 244 | $1.8B | 30,849,277 | 25 | 78 | 74 | 0.0% |
| Q2 2025 | 240 | $1.6B | 29,871,981 | 21 | 77 | 75 | 0.0% |
| Q1 2025 | 243 | $1.6B | 29,951,200 | 37 | 70 | 71 | 0.0% |
| Q4 2024 | 225 | $1.6B | 28,962,929 | 18 | 79 | 63 | 0.0% |
| Q3 2024 | 228 | $1.5B | 29,030,816 | 34 | 68 | 75 | 0.1% |
| Q2 2024 | 206 | $1.2B | 28,352,465 | 25 | 73 | 64 | 0.0% |
| Q1 2024 | 214 | $1.2B | 28,478,864 | 30 | 64 | 67 | 0.1% |
| Q4 2023 | 203 | $1.2B | 27,729,120 | 21 | 60 | 66 | 0.0% |
| Q3 2023 | 196 | $1.0B | 26,868,637 | 26 | 71 | 58 | 0.0% |
| Q2 2023 | 196 | $1.0B | 26,679,461 | 16 | 70 | 57 | 0.0% |
| Q1 2023 | 221 | $1.2B | 27,525,266 | 28 | 87 | 56 | 0.1% |
| Q4 2022 | 220 | $1.3B | 26,662,125 | 47 | 63 | 65 | 0.1% |
| Q3 2022 | 178 | $1.2B | 28,071,152 | 15 | 54 | 57 | 0.1% |
| Q2 2022 | 177 | $1.2B | 27,675,246 | 13 | 54 | 64 | 0.2% |
| Q1 2022 | 188 | $1.3B | 27,471,465 | 21 | 59 | 59 | 0.2% |
| Q4 2021 | 181 | $1.6B | 34,990,008 | 19 | 56 | 58 | 0.1% |
| Q3 2021 | 176 | $1.6B | 34,462,262 | 30 | 71 | 33 | 0.0% |
| Q2 2021 | 159 | $1.5B | 31,464,700 | 12 | 63 | 46 | 0.7% |
| Q1 2021 | 167 | $1.5B | 29,261,865 | 25 | 59 | 48 | 0.8% |
| Q4 2020 | 162 | $1.0B | 28,879,866 | 19 | 49 | 52 | 0.2% |
| Q3 2020 | 155 | $738.9M | 26,904,590 | 13 | 45 | 57 | 0.7% |
| Q2 2020 | 155 | $836.1M | 26,858,263 | 24 | 57 | 41 | 0.1% |
| Q1 2020 | 141 | $1.1B | 38,115,713 | 9 | 30 | 63 | 0.0% |
| Q4 2019 | 159 | $1.3B | 27,390,691 | 15 | 54 | 60 | 0.0% |
| Q3 2019 | 152 | $1.1B | 27,125,626 | 6 | 56 | 50 | 0.0% |
| Q2 2019 | 161 | $1.9B | 46,862,465 | 11 | 56 | 58 | 0.0% |
| Q1 2019 | 172 | $1.9B | 46,884,880 | 20 | 51 | 54 | 0.3% |
| Q4 2018 | 168 | $971.0M | 25,788,276 | 4 | 4 | 1 | 0.0% |