Enterprise Financial Services

EFSC • NASDAQ

Enterprise Financial Services is a banks - regional company in the financial services sector on NASDAQ, led by Peter F. Benoist, with a market cap of $2.1B. As of Q3 2025, 82% of shares are held by 237 institutional investors, with BlackRock, Inc. as the largest holder at 9.32%.

President and Chief Executive OfficerPeter F. Benoist

Market Cap$2.1B

Banks - Regional

Financial Services

Employees1.2K

Websiteenterprisebank.com

Country

United States of America

Overview

Overview of institutional ownership in EFSC as of Q3 2025 with a market cap of $2.1B

All Institutions

Institutions: 237
Value Held: $1.8B
Shares Held: 30.3M
Avg Position: $7.4M
Median Position: $628.0K

Hedge Funds

Hedge Funds: 18
Value Held: $64.5M
Shares Held: 1.1M
Avg Position: $3.6M
Median Position: $1.0M

Ownership Breakdown

Institutional (non-HF)

79.01%

$1.7B

Hedge Funds

3.01%

$64.5M

Retail & Other

17.98%

$385.6M

Based on market cap of $2.1B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in EFSC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$199.8M 0.00% of portfolio	9.32% 3.4M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$152.1M 0.03% of portfolio	7.09% 2.6M shares	≤ Q2 2013 Held for 12y 5m+	$571.21B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$136.7M 0.00% of portfolio	6.37% 2.4M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$123.6M 0.03% of portfolio	5.76% 2.1M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
EARNEST PARTNERS LLC Long Only Manager	Paul Ernest Viera CEO	$91.3M 0.40% of portfolio	4.26% 1.6M shares	Q4 2017 Held for 7y 11m	$23.1B
FIRST TRUST ADVISORS LP ETF Provider	James Allen Bowen CEO	$80.5M 0.06% of portfolio	3.75% 1.4M shares	Q3 2015 Held for 10y 2m	$134.11B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$75.6M 0.00% of portfolio	3.53% 1.3M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
M MACQUARIE GROUP LTD Institution	-	$69.0M 0.08% of portfolio	3.22% 1.2M shares	Q2 2020 Held for 5y 5m	$82.9B
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	Teresa Joy Rasmussen CEO	$56.2M 0.12% of portfolio	2.62% 969.5K shares	Q2 2017 Held for 8y 5m	$48.0B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$54.7M 0.00% of portfolio	2.55% 942.7K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T

Net Capital Flow

Institutional buying and selling activity for EFSC in Q3 2025

Traded: +$31.9M
Buyers: 111
Sellers: 101
Total Bought: +$106.7M
Total Sold: −$74.8M
Avg Position: $6.8M

Biggest Buyers

Institution	Net Bought	Current Position
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$33.4M +576.7K shares	$56.2M 969.5K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$12.0M +207.3K shares	$152.1M 2.6M shares
N Nuveen, LLC Institution	+$9.4M +161.5K shares	$25.7M 444.0K shares
STATE STREET CORP Institution	+$9.2M +158.5K shares	$75.6M 1.3M shares
NFJ INVESTMENT GROUP, LLC Long Only Manager	+$7.1M +122.4K shares	$10.7M 184.8K shares
BANK OF AMERICA CORP /DE/ Institution	+$3.3M +56.9K shares	$21.1M 363.6K shares
W Western Financial Corp/CA Institution	+$2.8M +48.4K shares	$33.8M 582.9K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	+$2.0M +35.1K shares	$2.0M 35.1K shares
Aptus Capital Advisors, LLC ETF Provider	+$1.8M +30.6K shares	$13.5M 233.2K shares
U Universal- Beteiligungs- und Servicegesellschaft mbH Institution	+$1.7M +29.2K shares	$7.3M 125.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
B BlackRock, Inc. Institution	−$18.5M −318.5K shares	$199.8M 3.4M shares
EARNEST PARTNERS LLC Long Only Manager	−$4.9M −83.7K shares	$91.3M 1.6M shares
A AXA Institution	−$3.7M −67.9K shares	Sold Off 0 shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$3.1M −53.9K shares	$5.2M 90.1K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$2.9M −50.0K shares	$2.0M 34.7K shares
MARTINGALE ASSET MANAGEMENT L P Long Only Manager	−$2.8M −48.4K shares	$539.2K 9.3K shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	−$2.8M −47.7K shares	$26.2M 451.4K shares
H HUSSMAN STRATEGIC ADVISORS, INC. Institution	−$2.3M −42.0K shares	Sold Off 0 shares
FIRST TRUST ADVISORS LP ETF Provider	−$2.0M −35.3K shares	$80.5M 1.4M shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Long Only Manager	−$2.0M −35.1K shares	$33.5M 578.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited EFSC in Q3 2025

New Positions: 11
New Value: $428.8K
Exited Positions: 20
Exited Value: $13.3M

New Positions

Institution	Position Value
HPM Partners LLC RIA/Wealth	$290.4K 5.0K shares
S State of Alaska, Department of Revenue Institution	$92.7K 1.6K shares
FIRST HORIZON NATIONAL CORP RIA/Wealth	$26.4K 455.0 shares
O Optiver Holding B.V. Institution	$11.9K 206.0 shares
Sunbelt Securities, Inc. RIA/Wealth	$2.6K 45.0 shares
R Root Financial Partners, LLC RIA/Wealth	$2.3K 40.0 shares
Westfuller Advisors, LLC RIA/Wealth	$1.9K 33.0 shares
Sontag Advisory, LLC RIA/Wealth	$232.0 4.0 shares
S SBI Securities Co., Ltd. Institution	$232.0 4.0 shares
HFM Investment Advisors, LLC RIA/Wealth	$58.0 1.0 shares

Exited Positions

Institution	Previous Position
A AXA Institution	$3.7M 67.9K shares
H HUSSMAN STRATEGIC ADVISORS, INC. Institution	$2.3M 42.0K shares
Jackson Creek Investment Advisors LLC Long Only Manager	$1.7M 30.6K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$1.1M 20.7K shares
C Cubist Systematic Strategies, LLC Institution	$1.1M 20.2K shares
H HSBC HOLDINGS PLC Institution	$641.5K 11.6K shares
D DRW Securities, LLC Institution	$501.1K 9.1K shares
Centiva Capital, LP Hedge Fund•Multi-Strategy	$406.1K 7.4K shares
BAILARD, INC. RIA/Wealth	$303.1K 5.5K shares
Quantbot Technologies LLC Hedge Fund•Quant	$269.2K 4.9K shares

Options Activity

Institutions with the largest Call and Put options positions in EFSC as of Q3 2025

Call Positions: 1
Call Value: $504.4K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$504.4K 87.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with EFSC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
W Western Financial Corp/CA Institution	-	14.71% $33.8M	1.58% 582.9K shares	Q4 2022 Held for 2y 11m	$229.8M
PL Capital Advisors, LLC Hedge Fund•Activist	Richard J Lashley Managing Partner	14.15% $40.5M	1.89% 698.8K shares	≤ Q2 2013 Held for 12y 5m+	$286.3M
ENTERPRISE FINANCIAL SERVICES CORP Institution	Peter F. Benoist CEO	10.78% $20.9M	0.97% 359.8K shares	≤ Q2 2013 Held for 12y 5m+	$193.5M
Elizabeth Park Capital Advisors, Ltd. Hedge Fund•Long/Short	Fred Anthony Cummings President	1.99% $2.5M	0.12% 43.3K shares	Q2 2025 Held for 5 months	$126.0M
ENDEAVOUR CAPITAL ADVISORS INC Private Equity	Aaron Samuel Richmond Managing Partner	1.54% $5.1M	0.24% 88.3K shares	Q3 2023 Held for 2y 2m	$331.5M
Phocas Financial Corp. Long Only Manager	William Franz Kim Schaff CEO	1.01% $7.8M	0.36% 133.8K shares	Q1 2017 Held for 8y 8m	$771.4M
DENALI ADVISORS LLC Long Only Manager	Robert Guenther Snigaroff CIO	0.82% $7.3M	0.34% 125.9K shares	Q3 2024 Held for 1y 2m	$885.1M
SANDLER ONEILL ASSET MANAGEMENT LLC Hedge Fund•Long/Short	Terry Anthony Maltese President	0.72% $4.6M	0.22% 80.0K shares	Q1 2019 Held for 6y 8m	$646.2M
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	John Noland Ryan Montgomery CEO	0.40% $18.9M	0.88% 326.3K shares	Q3 2023 Held for 2y 2m	$4.7B
EARNEST PARTNERS LLC Long Only Manager	Paul Ernest Viera CEO	0.40% $91.3M	4.26% 1.6M shares	Q4 2017 Held for 7y 11m	$23.1B

Hedge Fund Spotlight

Discover hedge funds investing in EFSC

PL Capital Advisors, LLC

Hedge Fund • Activist

Portfolio ManagerRichard J Lashley

Portfolio Value: $286.3M
Positions: 18
Last Reported: Q3 2025

Sector Allocation

Position in Enterprise Financial Services

Market Value: $40.5M
Shares Held: 698.8K
Portfolio Weight: 14.15%
Owned Since: 2013-Q2

Top Holding	Sector	Market Value	Weight
1 Banc of California BANC	Banks - Regional Financial Services	$48.8M	17.05%
2 Financial Institutions FISI	Banks - Regional Financial Services	$48.3M	16.87%
3 Enterprise Financial Services EFSC	Banks - Regional Financial Services	$40.5M	14.15%

View full profile

Enterprise Financial Services

Overview

All Institutions

Hedge Funds

Ownership Breakdown

Biggest Investors

Net Capital Flow

Biggest Buyers

Biggest Sellers

Entry and Exit Activity

New Positions

Exited Positions

Options Activity

Call Positions

Put Positions

Most Committed Institutions

Hedge Fund Spotlight

Position in Enterprise Financial Services

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