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Enterprise Financial Services

US · EFSC #2725 by market cap Listed 1970
58.74 -0.87 -1.46%
Live - 5344 symbols - heartbeat 180s ago · 2026-10-08 07:23
Pre-market 58.76 +0.03%
After-hours 58.74 0.00%
Market cap
2.13B
P/B
1.08
EPS
5.31
Reader sentiment Are you bullish or bearish on EFSC?

Anonymous reader poll. Unscientific, not investment advice.

✦ Quant Ownership Signal how this is computed

Accumulating
  • The number of reporting institutions increased by 1 in the most recent period (2026/Q3).
  • Total institutional ownership rose 0.2 percentage points.

Institutional ownership

Held by institutions
85.16% +0.18pp
Institutions
314 +1
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Diverging

Institutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund73.81%
Hedge Fund5.55%
Public Company2.41%
Private Company2.28%
Individual/Insider2.19%
Government Pension Fund0.67%
Family Office/Trust0.31%
Insurance Company0.14%
Other12.64%

Top holders as of 2026-06-30

BlackRock 9.86% · 3.57M sh
Wellington Management Group 8.04% · 2.91M sh
Dimensional Fund Advisors 6.16% · 2.23M sh
Vanguard Capital Management, LLC 4.99% · 1.80M sh
State Street Global Advisors 4.43% · 1.60M sh
EARNEST Partners, LLC 3.85% · 1.39M sh
American Century Investment Management 3.35% · 1.21M sh
Geode Capital Management, LLC 2.71% · 980.65K sh
Macquarie Investment Management Business Trust 2.57% · 929.83K sh
First Trust Advisors L.P. 2.53% · 917.31K sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 37 buys · 13 sells

NameRoleStake
James Lally Chief Executive Officer 0.39%
Robert Guest Independent Director 0.29%
Scott Goodman Senior Executive Vice President 0.20%
Keene Turner Chief Financial Officer 0.18%
Michael DeCola Independent Chairperson 0.15%
Sandra Van Trease Independent Director 0.15%
Stephen Marsh Independent Director 0.13%
Richard Sanborn Independent Director 0.12%
Douglas Bauche Chief Credit Officer 0.09%
Mark Ponder Senior Executive VP & Chief Administrative Officer 0.09%

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-08-13 Sandra Van Trease Independent Director Other Derivative Acquisition +2,227 --
2026-08-13 Lyne Andrich Independent Director Other Acquisition +978 --
2026-08-13 Richard Sanborn Independent Director Other Acquisition +978 --
2026-08-13 Lina Young Independent Director Other Acquisition +978 --
2026-08-13 Michael DeCola Independent Chairperson Other Acquisition +2,935 --
2026-08-13 Stephen Marsh Independent Director Other Acquisition +1,057 --
2026-08-13 Lars Anderson Director Other Derivative Acquisition +2,115 --
2026-08-13 Marcela Manjarrez-Hawn Independent Director Other Acquisition +978 --
2026-08-13 Michael Holmes Independent Director Other Acquisition +1,956 --
2026-08-13 Nevada Kent Independent Director Other Acquisition +1,057 --
2026-06-29 Douglas Bauche Chief Credit Officer Other Acquisition +453 $45.94
2026-06-29 Troy Dumlao Chief Accounting Officer Other Acquisition +462 $45.94
2026-06-29 Keene Turner Chief Financial Officer Other Acquisition +462 $45.94
2026-06-29 Mark Ponder Senior Executive VP & Chief Administrative Officer Other Acquisition +462 $45.94
2026-06-29 James Lally Chief Executive Officer Other Acquisition +462 $45.94
2026-06-29 Nicole Iannacone Senior EVP, Chief Legal Officer & Corporate Secretary Other Acquisition +462 $45.94
2026-06-29 Bridget Huffman Senior Executive VP & Chief Risk Officer Other Acquisition +267 $45.94
2026-04-27 Mark Ponder Senior Executive VP & Chief Administrative Officer Open Market Disposition -1,250 $60.20–60.90
2026-04-26 Mark Ponder Senior Executive VP & Chief Administrative Officer Other Acquisition +1,250 --
2026-04-26 Mark Ponder Senior Executive VP & Chief Administrative Officer Other Disposition -1,450 --

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-08 07:23:24 · For reference only, not investment advice and not tailored to your situation.