Institutional Ownership Enterprise Financial Services Corp (EFSC)
This table provides information about the institutional ownership of Enterprise Financial Services Corp (EFSC). We have compiled data on the 260 institutions that hold shares in the stock, with a total of 32.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
114
shares
|
$6,095
0.0% of portfolio
|
Q3 2025
Added 10.68%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
113
shares
|
$6,042
0.0% of portfolio
|
Q3 2025
Added 94.83%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
110
shares
|
$5,881
0.0% of portfolio
|
Q3 2025
Added 17.02%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
106
shares
|
$5,667
0.0% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
76
shares
|
$4,063
0.0% of portfolio
|
Q1 2024
Reduced 21.65%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
70
shares
|
$3,742
0.0% of portfolio
|
Q2 2025
Added 29.63%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
64
shares
|
$3,422
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
45
shares
|
$2,406
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
45
shares
|
$2,406
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
43
shares
|
$2,299
0.0% of portfolio
|
Q3 2025
Added 616.67%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
40
shares
|
$2,138
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
40
shares
|
$2,138
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
33
shares
|
$1,764
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
31
shares
|
$1,657
0.0% of portfolio
|
Q2 2024
Reduced 39.22%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
30
shares
|
$1,604
0.0% of portfolio
|
Q1 2025
Reduced 53.13%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
30
shares
|
$1,604
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
23
shares
|
$1,229
0.0% of portfolio
|
Q4 2024
Reduced 34.29%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
19
shares
|
$1,015
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
14
shares
|
$748
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
10
shares
|
$534
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
8
shares
|
$427
0.0% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
8
shares
|
$427
0.0% of portfolio
|
Q4 2023
Added 300.0%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
7
shares
|
$374
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
4
shares
|
$213
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
4
shares
|
$213
0.0% of portfolio
|
Q3 2025
New holding
|
|