EFSC
Enterprise Financial Services Corp · Financial Services · Banks - Regional
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow +8.9% ·
net new positions -10.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 95 | -1 | 22.75M | $1.50B | +6 | −7 |
| Q1 2026 | 99 | +3 | 22.36M | $1.21B | +8 | −5 |
| Q4 2025 | 96 | -1 | 22.42M | $1.21B | n/a | −1 |
| Q3 2025 | 17 | 0 | 12.09M | $700.86M | +1 | −1 |
| Q2 2025 | 14 | +1 | 11.00M | $606.36M | +1 | n/a |
| Q1 2025 | 10 | -1 | 5.07M | $272.65M | n/a | −1 |
| Q4 2024 | 11 | 0 | 5.69M | $320.66M | +1 | −1 |
| Q3 2024 | 10 | -1 | 4.76M | $244.10M | n/a | −1 |
| Q2 2024 | 11 | n/a | 4.37M | $178.83M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 3.55M | +16.6% | $181.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | Geode Capital Management ✦ (passive) | 892.03K | +0.9% | $45.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Millennium Management ✦ | 137.97K | +10.0% | $7.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 70.79K | -21.6% | $3.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Fisher Asset Management ✦ | 54.16K | 0.0% | $2.78M | 0.0% | Held | 2 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 26.57K | +1.3% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 13.93K | -23.8% | $714,205 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | D. E. Shaw & Co. ✦ | 9.21K | -78.1% | $472,156 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Point72 Asset Management ✦ | 6.42K | -31.7% | $328,865 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 5.68K | -82.4% | $291,157 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Renaissance Technologies | $2.02M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 260 holders, 30.15M shares, $1.59B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.