Who Owns Enterprise Financial Services Stock?
NASDAQ: EFSCFinanceMajor BanksUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
After hours: 58.59 0.00%
Ownership breakdown
- Held by institutions
- 85.75%
- Held by insiders
- 1.80%
- Institutional holders
- 369
- Institutions 85.8%
- Insiders 1.8%
- Public and other 12.4%
Who owns Enterprise Financial Services stock?
Institutional investors own about 85.8% of Enterprise Financial Services's shares, spread across 369 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 1.80% of EFSC.
The largest institutional holders are Blackrock Inc. (9.86%), Wellington Management Group, LLP (8.04%) and Dimensional Fund Advisors LP (6.16%). Together, the top 10 institutions control 47.8% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their EFSC positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of EFSC
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 3.57M | 9.86% | +5.1% |
| Wellington Management Group, LLP | 2.91M | 8.04% | -10.5% |
| Dimensional Fund Advisors LP | 2.23M | 6.16% | +1.9% |
| State Street Corporation | 1.60M | 4.43% | +18.4% |
| Vanguard Capital Management LLC | 1.56M | 4.32% | -1.1% |
| Earnest Partners LLC | 1.39M | 3.85% | -3.7% |
| American Century Companies Inc | 1.21M | 3.35% | +15.2% |
| Geode Capital Management, LLC | 980.65K | 2.71% | +5.0% |
| Nomura Asset Management International Inc | 929.83K | 2.57% | -4.1% |
| First Trust Advisors LP | 917.31K | 2.53% | -25.2% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of EFSC
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.11M | 3.06% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 1.09M | 3.01% |
| iShares Trust-iShares Russell 2000 ETF | 961.78K | 2.66% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | 779.19K | 2.15% |
| Delaware Group Equity Funds V-Nomura Small Cap Core Fund | 743.51K | 2.05% |
| HARBOR FUNDS-Harbor Small Cap Value Fund | 530.66K | 1.47% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 475.81K | 1.31% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 419.57K | 1.16% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 403.22K | 1.11% |
| iShares Trust-iShares Russell 2000 Value ETF | 353.41K | 0.98% |
Frequently asked questions
Who is the largest shareholder of Enterprise Financial Services?
Blackrock Inc. is the largest institutional shareholder of EFSC, owning 9.86% of shares outstanding (3.57M shares) as of its latest 13F filing.
What percentage of Enterprise Financial Services is owned by institutions?
Institutions own about 85.8% of EFSC shares and 87.3% of the public float.
How much of Enterprise Financial Services do insiders own?
Insiders, such as officers and directors, own about 1.80% of EFSC shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.