Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in EFSC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.4M | $183.7M | -0.9% | 9.280% | 0.00% |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 3.3M | $175.9M | +10.1% | 8.885% | 0.03% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 2.2M | $118.4M | +3.1% | 5.983% | 0.02% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | $85.5M | — | 4.319% | 0.00% |
| 5 | EARNEST PARTNERS LLC | 1.4M | $78.2M | -2.9% | 3.952% | 0.32% |
| 6 | STATE STREET CORP | 1.4M | $73.3M | +6.5% | 3.702% | 0.00% |
| 7 | FIRST TRUST ADVISORS LP | 1.2M | $66.4M | -16.6% | 3.354% | 0.05% |
| 8 | AMERICAN CENTURY COMPANIES INC | 1.1M | $56.9M | +12.3% | 2.877% | 0.03% |
| 9 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 969K | $52.5M | -8.3% | 2.650% | 0.09% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 934K | $50.5M | -1.4% | 2.552% | 0.00% |
| 11 | PL Capital Advisors, LLC | 733K | $39.7M | 0.0% | 2.005% | 11.97% |
| 12 | JENNISON ASSOCIATES LLC | 608K | $32.9M | -2.2% | 1.662% | 0.02% |
| 13 | Western Financial Corp/CA | 577K | $31.2M | -0.1% | 1.576% | 12.21% |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 537K | $29.1M | — | 1.469% | 0.00% |
| 15 | Qube Research & Technologies Ltd | 476K | $25.8M | +48.0% | 1.302% | 0.03% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 437K | $23.6M | +0.4% | 1.195% | 0.00% |
| 17 | BANK OF AMERICA CORP /DE/ | 397K | $21.5M | +5.7% | 1.086% | 0.00% |
| 18 | NORTHERN TRUST CORP | 368K | $19.9M | +3.5% | 1.007% | 0.00% |
| 19 | ENTERPRISE FINANCIAL SERVICES CORP | 333K | $18.0M | +0.3% | 0.909% | 9.12% |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 296K | $16.0M | -6.7% | 0.808% | 0.32% |
| 21 | ENDEAVOUR CAPITAL ADVISORS INC | 282K | $15.3M | +52.5% | 0.772% | 3.47% |
| 22 | GOLDMAN SACHS GROUP INC | 270K | $14.6M | +43.8% | 0.739% | 0.00% |
| 23 | Nuveen, LLC | 259K | $14.0M | +3.4% | 0.708% | 0.00% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 237K | $12.8M | — | 0.649% | 0.00% |
| 25 | Aptus Capital Advisors, LLC | 237K | $12.8M | +1.0% | 0.647% | 0.10% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in EFSC — a direct measure of their conviction.
Filings activity in EFSC during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 255 | +6.3% | 67.21% | +0.45 pp | $1.58B | +0.7% |
| Q4 2025 | 240 | +0.4% | 66.76% | 5.48 pp | $1.57B | 7.6% |
| Q3 2025 | 239 | +1.3% | 72.24% | +4.30 pp | $1.70B | +6.3% |
| Q2 2025 | 236 | 2.1% | 67.94% | +0.41 pp | $1.60B | +0.6% |
| Q1 2025 | 241 | +10% | 67.53% | +1.14 pp | $1.59B | +1.7% |
| Q4 2024 | 219 | 2.2% | 66.39% | +5.65 pp | $1.56B | +9.3% |
| Q3 2024 | 224 | +9.8% | 60.74% | +13.26 pp | $1.43B | +28% |
| Q2 2024 | 204 | — | 47.48% | — | $1.11B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying EFSC stock.
Based on Q1 2026 13F filings, institutional ownership of Enterprise Financial Services Corp stands at 67.2%, held across 255 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of EFSC, with approximately 3,394,603 shares worth $0.18B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of EFSC.
Our composite Smart Money Score for EFSC is 47 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
39 institutions opened new positions in EFSC during Q1 2026, while 24 fully exited. 132 added to existing positions and 77 trimmed.
EFSC institutional ownership rose by 0.45 percentage points quarter-over-quarter, with a net change of +15 holders.
The top 10 institutions account for 59.6% of all reported 13F value in EFSC, and the top 25 account for 80.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Enterprise Financial Services Corp (EFSC) Institutional Ownership