Enterprise Financial Services
Ownership
Ownership Structure
Who owns Enterprise Financial Services (EFSC)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 96.4% of the shares are freely tradable; institutional investors hold 85.2%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 9.97 | 3,567,204 | +5.1 | 06/30/2026 |
| Wellington Management Company LLP | 8.13 | 2,909,537 | -10.5 | 06/30/2026 |
| Dimensional Fund Advisors, Inc. | 6.24 | 2,231,244 | +1.9 | 06/30/2026 |
| State Street Corp | 4.48 | 1,603,494 | +18.4 | 06/30/2026 |
| Vanguard Capital Management, LLC | 4.37 | 1,563,290 | -1.1 | 06/30/2026 |
| Earnest Partners LLC | 3.89 | 1,392,133 | -3.7 | 06/30/2026 |
| American Century Companies Inc | 3.39 | 1,212,761 | +15.2 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Avantis US Small Cap Value ETF | 3.12 | 1,115,884 | +0.1 | 09/30/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 3.05 | 1,090,545 | -2.0 | 09/30/2026 |
| iShares Russell 2000 ETF | 2.82 | 1,008,802 | +2.0 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Lally James Brian | CEO | 116,158 | 7,306,338 $ | Jun 30, 2026 | direct |
| Keene S Turner | SEVP, Chief Financial Officer | 64,781 | 4,074,725 $ | Jun 30, 2026 | direct |
| Bauche Douglas | SEVP, Chief Banking Officer | 28,874 | 1,816,175 $ | Jun 30, 2026 | direct |
| Iannacone Nicole M | SEVP, Chief Legal Officer | 23,317 | 1,466,639 $ | Jun 30, 2026 | direct |
| Dumlao Troy | EVP, Chief Accounting Officer | 8,935 | 562,012 $ | Jun 30, 2026 | direct |
| Andrich Lyne | Director | 7,362 | 463,070 $ | Aug 14, 2026 | direct |
| Huffman Bridget | SEVP, Chief Risk Officer | 7,328 | 460,931 $ | Jun 30, 2026 | direct |
| Ponder Mark G | SEVP, Chief Admin. Officer | 7,309 | 459,736 $ | Jun 30, 2026 | direct |
| Young Lina A | Director | 5,510 | 346,579 $ | Aug 14, 2026 | direct |
| Manjarrez Marcela | Director | 5,450 | 342,805 $ | Aug 14, 2026 | direct |
| Holmes Michael | Director | 5,228 | 328,841 $ | Aug 14, 2026 | direct |
| Decola Michael A | Director | 2,935 | 184,612 $ | Aug 14, 2026 | direct |
| Kent Nevada A | Director | 2,089 | 131,398 $ | Aug 14, 2026 | direct |
| Sanborn Richard | Director | 2,010 | 126,429 $ | Aug 14, 2026 | direct |
| Marsh Stephen P | Director | 1,057 | 66,485 $ | Aug 14, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 14, 2026 | Sanborn Richard | Director | Other | 978 | 0.00 | – |
| Aug 14, 2026 | Young Lina A | Director | Other | 978 | 0.00 | – |
| Aug 14, 2026 | Marsh Stephen P | Director | Other | 1,057 | 0.00 | – |
| Aug 14, 2026 | Manjarrez Marcela | Director | Other | 978 | 0.00 | – |
| Aug 14, 2026 | Kent Nevada A | Director | Other | 1,057 | 0.00 | – |
| Aug 14, 2026 | Holmes Michael | Director | Other | 1,956 | 0.00 | – |
| Aug 14, 2026 | Decola Michael A | Director | Other | 2,935 | 0.00 | – |
| Aug 14, 2026 | Andrich Lyne | Director | Other | 978 | 0.00 | – |
| Jun 30, 2026 | Keene S Turner | SEVP, Chief Financial Officer | Other | 462 | 45.94 | 21,224 |
| Jun 30, 2026 | Ponder Mark G | SEVP, Chief Admin. Officer | Other | 462 | 45.94 | 21,224 |
| Jun 30, 2026 | Huffman Bridget | SEVP, Chief Risk Officer | Other | 267 | 45.94 | 12,266 |
| Jun 30, 2026 | Iannacone Nicole M | SEVP, Chief Legal Officer | Other | 462 | 45.94 | 21,224 |
| Jun 30, 2026 | Lally James Brian | CEO | Other | 462 | 45.94 | 21,224 |
| Jun 30, 2026 | Dumlao Troy | EVP, Chief Accounting Officer | Other | 462 | 45.94 | 21,224 |
| Jun 30, 2026 | Bauche Douglas | SEVP, Chief Banking Officer | Other | 453 | 45.94 | 20,811 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: November 3, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.