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Evercore (EVR) Institutional Ownership

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$282.59 +3.25 (+1.16%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Evercore (NYSE:EVR)

Current
Institutional Ownership
Percentage
86.23%
Number of
Institutional Buyers
(last 12 months)
250
Total
Institutional Inflows
(last 12 months)
$1.35B
Number of
Institutional Sellers
(last 12 months)
176
Total
Institutional Outflows
(last 12 months)
$715.63M
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EVR Institutional Buying and Selling by Quarter

Evercore Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025New Century Financial Group LLC1,400$389K0.2%-13.6%0.004%
1/17/2025Inspire Investing LLC4,257$1.18M0.1%-7.6%0.011%
1/17/2025Mutual Advisors LLC1,687$471K0.0%N/A0.004%
1/17/2025Janney Montgomery Scott LLC3,453$957K0.0%+26.5%0.009%
1/17/2025Cetera Trust Company N.A1,720$477K0.3%-5.2%0.005%
1/17/2025Nisa Investment Advisors LLC3,785$1.05M0.0%-59.8%0.010%
1/17/2025Fort Washington Investment Advisors Inc. OH72,780$20.17M0.1%+21.9%0.191%
1/16/2025Crossmark Global Holdings Inc.2,874$797K0.0%-9.4%0.008%
1/16/2025Diversify Wealth Management LLC2,043$537K0.0%-3.1%0.005%
1/16/2025Artemis Investment Management LLP116,229$32.22M0.5%N/A0.305%
1/15/2025 HB Wealth Management LLC788$218K0.0%N/A0.002%
1/15/2025 Merit Financial Group LLC874$242K0.0%N/A0.002%
1/15/2025 Legacy Wealth Asset Management LLC4,691$1.30M0.4%-8.3%0.012%
1/14/2025 Campbell Newman Asset Management Inc.9,551$2.65M0.2%-0.5%0.025%
1/14/2025 Park Avenue Securities LLC959$266K0.0%N/A0.003%
1/14/2025 Oak Thistle LLC1,366$379K0.1%+16.0%0.004%
1/14/2025 Tlwm3,572$990K0.2%N/A0.009%
1/13/2025 Miracle Mile Advisors LLC800$222K0.0%N/A0.002%
1/13/2025 Elevated Capital Advisors LLC738$205K0.1%N/A0.002%
1/10/2025 Harbor Capital Advisors Inc.631$175K0.0%-12.0%0.002%
1/10/2025 CCM Investment Advisers LLC58,606$16.25M1.8%-11.4%0.154%
1/8/2025 Private Client Services LLC5,241$1.45M0.8%+32.6%0.014%
1/3/2025 Central Pacific Bank Trust Division690$191K0.0%+21.1%0.002%
1/3/2025 Everence Capital Management Inc.940$261K0.0%N/A0.002%
1/3/2025 GAMMA Investing LLC619$172K0.0%+18.4%0.002%
1/3/2025 Versant Capital Management Inc177$49K0.0%+33.1%0.000%
12/26/2024JPMorgan Chase & Co.802,912$203.41M0.0%-15.4%2.109%
12/19/2024Principal Financial Group Inc.163,968$41.54M0.0%-8.5%0.431%
12/13/2024Lord Abbett & CO. LLC922,978$233.83M0.7%+44.5%2.424%
12/10/2024DGS Capital Management LLC6,397$1.62M0.4%+1.3%0.017%
12/6/2024Retirement Systems of Alabama113,777$28.82M0.1%-0.4%0.299%
11/27/2024Franklin Resources Inc.223,369$60.54M0.0%-1.3%0.587%
11/25/2024Wilmington Savings Fund Society FSB2,020$512K0.0%N/A0.005%
11/25/2024Sanctuary Advisors LLC3,485$883K0.0%+16.5%0.009%
11/20/2024Morse Asset Management Inc36,800$9.32M2.0%+3.6%0.097%
11/18/2024TD Private Client Wealth LLC4,319$1.09M0.0%+2.6%0.011%
11/18/2024Teachers Retirement System of The State of Kentucky17,917$4.54M0.0%-4.3%0.047%
11/18/2024Toronto Dominion Bank1,552$393K0.0%+36.3%0.004%
11/16/2024Geode Capital Management LLC718,208$181.99M0.0%+5.0%1.873%
11/15/2024Vestcor Inc6,268$1.59M0.1%+18.9%0.016%
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11/15/2024M&T Bank Corp2,147$544K0.0%+7.5%0.006%
11/15/2024Barclays PLC24,251$6.14M0.0%+3.4%0.064%
11/15/2024Public Employees Retirement System of Ohio19,565$4.96M0.0%-11.5%0.051%
11/15/2024Pier Capital LLC32,762$8.30M1.2%-41.8%0.085%
11/15/2024Dorsey Wright & Associates43,223$10.95M2.6%+46.4%0.113%
11/15/2024Orion Portfolio Solutions LLC11,852$3.00M0.1%-12.4%0.031%
11/15/2024XTX Topco Ltd1,976$501K0.0%-46.9%0.005%
11/15/2024National Bank of Canada FI945$239K0.0%-7.8%0.002%
11/15/2024Castleark Management LLC44,880$11.37M0.5%-3.6%0.117%
11/15/2024EP Wealth Advisors LLC1,596$404K0.0%N/A0.004%
11/15/2024Wellington Management Group LLP1,368,129$346.60M0.1%+73.6%3.568%
11/15/2024Two Sigma Advisers LP62,200$15.76M0.0%+14.8%0.162%
11/15/2024State Street Corp1,099,160$278.46M0.0%+1.0%2.867%
11/15/2024Stifel Financial Corp23,377$5.92M0.0%+96.3%0.061%
11/15/2024Quadrature Capital Ltd2,740$694K0.0%N/A0.007%
11/15/2024Quantinno Capital Management LP17,588$4.46M0.1%+29.9%0.046%
11/15/2024Quarry LP306$78K0.0%N/A0.001%
11/15/2024Petrus Trust Company LTA2,451$621K0.1%N/A0.006%
11/15/2024Morse Asset Management Inc36,860$9.34M2.0%+3.7%0.096%
11/15/2024Ingalls & Snyder LLC972$246K0.0%N/A0.003%
11/15/2024Jacobs Levy Equity Management Inc.261,475$66.24M0.3%+8.7%0.682%
11/15/2024Janus Henderson Group PLC16,665$4.22M0.0%-4.6%0.043%
11/15/2024HighTower Advisors LLC5,377$1.37M0.0%+11.3%0.014%
11/15/2024Hilltop Holdings Inc.885$224K0.0%N/A0.002%
11/15/2024Holocene Advisors LP86,520$21.92M0.1%N/A0.226%
11/15/2024Centiva Capital LP7,092$1.80M0.0%N/A0.018%
11/15/2024Cinctive Capital Management LP12,035$3.05M0.2%N/A0.031%
11/15/2024Benjamin Edwards Inc.801$203K0.0%N/A0.002%
11/15/2024True Wealth Design LLC131$33K0.0%N/A0.000%
11/14/2024Verition Fund Management LLC4,152$1.05M0.0%N/A0.011%
11/14/2024Captrust Financial Advisors4,423$1.12M0.0%+7.4%0.012%
11/14/2024Rockefeller Capital Management L.P.94,999$24.07M0.1%-2.4%0.248%
11/14/2024Centric Wealth Management15,060$3.82M1.0%-2.3%0.039%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC99,346$25.17M0.0%-37.9%0.259%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank 7,861$1.99M0.0%+5.6%0.021%
11/14/2024MetLife Investment Management LLC18,431$4.67M0.0%-1.3%0.048%
11/14/2024BNP Paribas4,066$1.03M0.0%-2.4%0.011%
11/13/2024Glenmede Trust Co. NA109,802$27.82M0.1%-6.7%0.286%
11/13/2024Bridgewater Associates LP24,763$6.27M0.0%+38.4%0.065%
11/13/2024Insight Wealth Partners LLC1,223$310K0.1%+4.7%0.003%
11/13/2024Townsquare Capital LLC4,330$1.10M0.0%+3.9%0.011%
11/13/2024BNP Paribas Financial Markets12,426$3.15M0.0%+147.1%0.032%
11/13/2024 Brooklyn Investment Group503$127K0.0%N/A0.001%
11/13/2024FMR LLC451,822$114.47M0.0%+520.4%1.179%
11/13/2024The Manufacturers Life Insurance Company 30,360$7.69M0.0%-2.0%0.079%
11/13/2024Bank of Montreal Can8,117$2.06M0.0%-84.1%0.021%
11/13/2024Private Trust Co. NA660$167K0.0%+65,900.0%0.002%
11/13/2024Hancock Whitney Corp13,159$3.33M0.1%-5.2%0.034%
11/13/2024Dynamic Technology Lab Private Ltd5,786$1.47M0.2%N/A0.015%
11/13/2024Fisher Asset Management LLC320,228$81.13M0.0%+6.1%0.835%
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11/12/2024Pekin Hardy Strauss Inc.1,475$374K0.0%-29.9%0.004%
11/12/2024Pitcairn Co.2,797$709K0.0%-13.8%0.007%
11/12/2024Algert Global LLC13,120$3.32M0.1%+254.6%0.034%
11/12/2024Cerity Partners LLC23,177$5.87M0.0%+14.9%0.060%
11/12/2024Charles Schwab Investment Management Inc.366,028$92.73M0.0%+36.2%0.955%
11/12/2024Massachusetts Financial Services Co. MA907,767$229.97M0.1%-12.8%2.368%
11/9/2024Primecap Management Co. CA350,520$88.80M0.1%-42.0%0.914%
11/9/2024Intech Investment Management LLC1,663$421K0.0%-70.2%0.004%
11/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.114,733$29.07M0.1%N/A0.299%
11/8/2024Moran Wealth Management LLC75,058$19.02M0.6%+36.2%0.196%
(Data available from 1/1/2016 forward)

EVR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EVR shares?

During the previous two years, 473 institutional investors and hedge funds held shares of Evercore. The most heavily invested institutionals were Vanguard Group Inc. ($702.14M), Wellington Management Group LLP ($346.60M), Boston Partners ($328.64M), State Street Corp ($278.46M), Lord Abbett & CO. LLC ($233.83M), Massachusetts Financial Services Co. MA ($229.97M), and TD Asset Management Inc ($214.78M).Learn more on EVR's institutional investors.

What percentage of Evercore stock is owned by institutional investors?

86.23% of Evercore stock is owned by institutional investors. Learn more on EVR's institutional investor holdings.

Which institutional investors have been buying Evercore stock?

Of the 380 institutional investors that purchased Evercore stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Boston Partners ($1.33M), TD Asset Management Inc ($1.04M), Lord Abbett & CO. LLC ($685.07K), Wellington Management Group LLP ($679.20K), ProShare Advisors LLC ($547.68K), Norges Bank ($393.04K), and FMR LLC ($380.23K).

How much institutional buying is happening at Evercore?

Institutional investors have bought a total of 12,638,204 shares in the last 24 months. This purchase volume represents approximately $2.11B in transactions.

Which Evercore major shareholders have been selling company stock?

Of the 258 institutional investors that sold Evercore stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vanguard Group Inc. ($495.19K), JPMorgan Chase & Co. ($444.11K), Allspring Global Investments Holdings LLC ($310.64K), Envestnet Asset Management Inc. ($262.55K), Primecap Management Co. CA ($258.03K), Hotchkis & Wiley Capital Management LLC ($223.88K), and Renaissance Technologies LLC ($194.80K).

How much institutional selling is happening at Evercore?

Institutional investors have sold a total of 6,854,413 shares in the last 24 months. This volume of shares sold represents approximately $1.15B in transactions.


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This page (NYSE:EVR) was last updated on 1/20/2025 by MarketBeat.com Staff
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