ENTERPRISE FINL SVCS CORP EFSC
COM · Common Stock · CUSIP 293712105
- SectorFinancials
- IndustryState Commercial Banks
- HeadquartersClayton, MO
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($14.0m this quarter). Holder counts are more reliable. Shares outstanding: 37.0m as of 2025-07-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $55.11. Options: 2 managers hold calls ($11.0k notional), 1 hold puts ($0).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 187 |
| Q4 2022 | 219 |
| Q1 2023 | 224 |
| Q2 2023 | 198 |
| Q3 2023 | 199 |
| Q4 2023 | 205 |
| Q1 2024 | 214 |
| Q2 2024 | 207 |
| Q3 2024 | 228 |
| Q4 2024 | 225 |
| Q1 2025 | 245 |
| Q2 2025 | 242 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 106 | 84 |
| Q4 2023 | 94 | 89 |
| Q1 2024 | 100 | 94 |
| Q2 2024 | 102 | 99 |
| Q3 2024 | 109 | 90 |
| Q4 2024 | 108 | 89 |
| Q1 2025 | 122 | 89 |
| Q2 2025 | 109 | 108 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $1.0m | $51.3k | 0.05 |
| Q4 2024 | $654.2k | $45.1k | 0.07 |
| Q1 2025 | $553.5k | $16.1k | 0.03 |
| Q2 2025 | $11.0k | $0 | 0.00 |
Biggest buyers
| Thrivent Financial for Lutherans | Added | +305.7k |
| MACQUARIE GROUP LTD | Added | +149.0k |
| Hillsdale Investment Management Inc. | New | +90.0k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Added | +77.9k |
| Boston Partners | Added | +63.3k |
| Visionary Wealth Advisors | Added | +52.8k |
| VANGUARD GROUP INC | Added | +48.7k |
| Elizabeth Park Capital Advisors, Ltd. | New | +42.3k |
| HUSSMAN STRATEGIC ADVISORS, INC. | New | +42.0k |
| CITADEL ADVISORS LLC | Added | +39.4k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -328.3k |
| EARNEST PARTNERS LLC | Reduced | -189.6k |
| Nuveen, LLC | Reduced | -143.7k |
| BlackRock, Inc. | Reduced | -137.3k |
| NOMURA HOLDINGS INC | Reduced | -75.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -50.6k |
| Western Financial Corp/CA | Reduced | -49.9k |
| GOLDMAN SACHS GROUP INC | Reduced | -46.2k |
| JPMORGAN CHASE & CO | Reduced | -40.5k |
| FINANCIAL COUNSELORS INC | Sold out | -38.4k |
Biggest calls
| SIMPLEX TRADING, LLC | New | $11.0k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution +1.4 pts · filed 2026-05-15 | 8.8% |
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 8.0% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution filed 2026-10-08 | 6.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 1 | $94.5k | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 1 | $5.1m | — |
| Q4 2024 | 0 | — | 1 | $6.0m | — |
| Q1 2025 | 0 | — | 1 | $323.0k | — |
| Q2 2025 | 1 | $78.7k | 1 | $594.1k | $594.1k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-26 | LALLY JAMES BRIAN CEO, director | Sold plan | $100.8k1.8k shares |
| 2025-06-24 | LALLY JAMES BRIAN CEO, director | Sold plan | $91.1k1.7k shares |
| 2025-06-06 | Finn Michael E Director | Bought | $78.7k1.5k shares |
| 2025-05-15 | LALLY JAMES BRIAN CEO, director | Sold plan | $22.0k400 shares |
| 2025-05-13 | LALLY JAMES BRIAN CEO, director | Sold plan | $121.4k2.2k shares |
| 2025-05-12 | LALLY JAMES BRIAN CEO, director | Sold plan | $258.7k4.7k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 3.8m $207.5m | Reduced -137.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 2.4m $133.1m | Reduced -328.3k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.4m $130.2m | Added +48.7k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 2.1m $117.5m | Reduced -35.2k |
| EARNEST PARTNERS LLC 0.41% of their portfolio | 1.7m $91.4m | Reduced -189.6k |
| FIRST TRUST ADVISORS LP 0.06% of their portfolio | 1.4m $78.4m | Added +20.8k |
| MACQUARIE GROUP LTD 0.08% of their portfolio | 1.2m $66.1m | Added +149.0k |
| STATE STREET CORP 0.00% of their portfolio | 1.1m $63.1m | Added +36.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 934.7k $51.5m | Added +7.7k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 909.0k $50.1m | Reduced -2.9k |
| PL Capital Advisors, LLC 12.94% of their portfolio | 703.8k $38.8m | Unchanged |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio | 613.0k $33.8m | Reduced -50.6k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 605.7k $33.4m | Added +33.6k |
| Western Financial Corp/CA 15.79% of their portfolio | 534.5k $29.5m | Reduced -49.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 499.1k $27.5m | Added +10.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 416.8k $23.0m | Reduced -40.5k |
| Thrivent Financial for Lutherans 0.05% of their portfolio | 392.9k $21.6m | Added +305.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 385.8k $21.3m | Added +14.6k |
| Enterprise Financial Services Corp 10.62% of their portfolio | 361.1k $19.9m | Added +11.8k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.41% of their portfolio | 311.6k $17.2m | Added +77.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 306.7k $16.9m | Added +5.4k |
| Nuveen, LLC 0.00% of their portfolio | 282.5k $15.6m | Reduced -143.7k |
| Aptus Capital Advisors, LLC 0.11% of their portfolio | 202.7k $11.2m | Added +17.8k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.25% of their portfolio | 190.2k $10.5m | Reduced -3.1k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 181.2k $10.0m | Added +19.7k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 178.3k $9.8m | Added +3.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 175.2k $9.7m | Reduced -46.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 174.1k $9.6m | Added +3.1k |
| Fisher Asset Management, LLC 0.00% of their portfolio | 162.2k $8.9m | Reduced -1.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 144.0k $7.9m | Added +37.6k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 140.7k $7.8m | Reduced -945 |
| Phocas Financial Corp. 1.04% of their portfolio | 131.1k $7.2m | Added +19 |
| Empowered Funds, LLC 0.08% of their portfolio | 125.8k $6.9m | Added +2.5k |
| DENALI ADVISORS LLC 0.70% of their portfolio | 121.9k $6.7m | Added +7.0k |
| MORGAN STANLEY 0.00% of their portfolio | 119.9k $6.6m | Reduced -1.3k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 109.9k $6.1m | Added +19.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 108.8k $6.0m | Reduced -17.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 108.5k $6.0m | Reduced -11.7k |
| Boston Partners 0.01% of their portfolio | 107.9k $5.9m | Added +63.3k |
| MONETA GROUP INVESTMENT ADVISORS LLC 0.07% of their portfolio | 100.8k $5.6m | Added +8.2k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.16% of their portfolio | 97.3k $5.4m | Reduced -3.3k |
| BARCLAYS PLC 0.00% of their portfolio | 97.1k $5.3m | Added +25.7k |
| Plancorp, LLC 0.18% of their portfolio | 96.5k $5.3m | Reduced -991 |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 96.3k $5.3m | Added +7.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 93.9k $5.2m | Reduced -6.4k |
| Hillsdale Investment Management Inc. 0.18% of their portfolio | 90.0k $5.0m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 84.7k $4.7m | Reduced -664 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 82.1k $4.5m | Added +4.4k |
| Vest Financial, LLC 0.06% of their portfolio | 75.9k $4.2m | Added +12.2k |
| MALTESE CAPITAL MANAGEMENT LLC 0.58% of their portfolio | 75.0k $4.1m | Unchanged |
| F/m Investments LLC 0.15% of their portfolio | 73.6k $4.1m | Added +359 |
| Brandywine Global Investment Management, LLC 0.03% of their portfolio | 71.0k $3.9m | Reduced -2.8k |
| ENDEAVOUR CAPITAL ADVISORS INC 1.34% of their portfolio | 70.8k $3.9m | Added +8.0k |
| Swiss National Bank 0.00% of their portfolio | 70.6k $3.9m | Reduced -1.4k |
| Invesco Ltd. 0.00% of their portfolio | 70.4k $3.9m | Reduced -9.4k |
| AXA S.A. 0.01% of their portfolio | 67.9k $3.7m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 67.5k $3.7m | Added +3.4k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 66.8k $3.7m | Added +5.1k |
| Creative Planning 0.00% of their portfolio | 65.6k $3.6m | Added +8.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 64.0k $3.5m | Added +2.1k |
| NFJ INVESTMENT GROUP, LLC 0.12% of their portfolio | 62.4k $3.4m | Reduced -1.2k |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 59.4k $3.3m | Reduced -62 |
| Visionary Wealth Advisors 0.16% of their portfolio | 58.0k $3.2m | Added +52.8k |
| MARTINGALE ASSET MANAGEMENT L P 0.08% of their portfolio | 57.7k $3.2m | Added +1.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 56.0k $3.1m | Reduced -2.5k |
| UBS Group AG 0.00% of their portfolio | 55.4k $3.1m | Reduced -2.6k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.02% of their portfolio | 55.1k $3.0m | Unchanged |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 53.3k $2.9m | Added +827 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 47.0k $2.6m | Added +39.4k |
| GW&K Investment Management, LLC 0.02% of their portfolio | 45.3k $2.5m | Reduced -1.8k |
| GUGGENHEIM CAPITAL LLC 0.02% of their portfolio | 45.0k $2.5m | Added +5.5k |
| Elizabeth Park Capital Advisors, Ltd. 2.09% of their portfolio | 42.3k $2.3m | New |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.53% of their portfolio | 42.0k $2.3m | New |
| FIRST MANHATTAN CO. LLC. 0.01% of their portfolio | 40.7k $2.2m | Reduced -2.2k |
| RBF Capital, LLC 0.11% of their portfolio | 40.7k $2.2m | Unchanged |
| MAI Capital Management 0.02% of their portfolio | 40.1k $2.2m | Added +2.1k |
| Knights of Columbus Asset Advisors LLC 0.13% of their portfolio | 40.0k $2.2m | Reduced -907 |
| Legal & General Group Plc 0.00% of their portfolio | 39.9k $2.2m | Reduced -842 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 39.2k $2.2m | Added +34.9k |
| Midwest Trust Co 0.03% of their portfolio | 39.2k $2.2m | First filing |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 38.9k $2.1m | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 38.1k $2.1m | Reduced -6.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 35.9k $2.0m | Reduced -55 |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 34.5k $1.9m | Added +8.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 34.5k $1.9m | Added +345 |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 33.6k $1.9m | Added +14.4k |
| MOSAIC FAMILY WEALTH PARTNERS, LLC 0.23% of their portfolio | 32.7k $1.8m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 32.4k $1.8m | Added +2.2k |
| Jackson Creek Investment Advisors LLC 0.45% of their portfolio | 30.6k $1.7m | Added +4.1k |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 30.1k $1.7m | Added +5.3k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 29.8k $1.7m | Added +1.9k |
| Susquehanna Portfolio Strategies, LLC 0.03% of their portfolio | 26.4k $1.5m | New |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.02% of their portfolio | 26.2k $1.4m | Reduced -4.6k |
| Mutual Advisors, LLC 0.03% of their portfolio | 24.1k $1.3m | Added +5 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 23.8k $1.3m | Added +83 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 23.8k $1.3m | Reduced -4.6k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 22.1k $1.2m | Added +1.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 22.0k $1.2m | Added +8.9k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 21.6k $1.2m | Added +21.6k |
| COMMERCE BANK 0.01% of their portfolio | 21.5k $1.2m | Unchanged |