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Evercore (EVR) Institutional Ownership

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$217.41 +0.57 (+0.26%)
Closing price 03:58 PM Eastern
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$216.55 -0.86 (-0.40%)
As of 06:44 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)
349
Total
Institutional Inflows
(last 12 months)
$2.07B
Number of
Institutional Sellers
(last 12 months)
215
Total
Institutional Outflows
(last 12 months)
$1.27B
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EVR Institutional Buying and Selling by Quarter

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Evercore Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/18/2025 California State Teachers Retirement System34,031$9.43M0.0%-2.4%0.087%
3/17/2025 Wealth Enhancement Advisory Services LLC5,879$1.63M0.0%+66.2%0.015%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH34,531$9.57M0.0%N/A0.091%
2/27/2025Jefferies Financial Group Inc.1,023$284K0.0%-40.1%0.003%
2/20/2025 Forum Financial Management LP922$256K0.0%N/A0.002%
2/19/2025 Public Employees Retirement System of Ohio23,406$6.49M0.0%+19.6%0.061%
2/18/2025 Fourth Dimension Wealth LLC257$71K0.0%N/A0.001%
2/18/2025 Gordian Capital Singapore Pte Ltd600$166K0.1%N/A0.002%
2/18/2025 Castleark Management LLC39,120$10.84M0.4%-12.8%0.103%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC105,109$29.14M0.0%+5.8%0.276%
2/17/2025 Vident Advisory LLC4,858$1.35M0.0%+88.6%0.013%
2/17/2025 Squarepoint Ops LLC18,713$5.19M0.0%N/A0.049%
2/17/2025 Twinbeech Capital LP2,026$562K0.0%N/A0.005%
2/17/2025 Tremblant Capital Group13,245$3.67M0.4%+15.0%0.035%
2/17/2025 Two Sigma Advisers LP103,300$28.63M0.1%+66.1%0.271%
2/17/2025 Two Sigma Investments LP150,643$41.76M0.1%+93.2%0.396%
2/17/2025 Teza Capital Management LLC974$270K0.0%-93.4%0.003%
2/17/2025 Sherbrooke Park Advisers LLC813$225K0.1%N/A0.002%
2/17/2025 Royal Bank of Canada57,077$15.82M0.0%+5.8%0.150%
2/17/2025 ProShare Advisors LLC128,172$35.53M0.1%-5.8%0.337%
2/17/2025 Quantinno Capital Management LP19,244$5.33M0.1%+9.4%0.051%
2/17/2025 Man Group plc110,053$30.51M0.1%-0.4%0.289%
2/17/2025 Nomura Holdings Inc.4,698$1.30M0.0%N/A0.012%
2/17/2025 Nicholas Investment Partners LP82,704$22.93M2.0%+4.4%0.217%
2/17/2025 Nuveen Asset Management LLC226,851$62.88M0.0%-12.0%0.596%
2/17/2025 Morse Asset Management Inc37,054$10.27M2.3%+0.7%0.097%
2/17/2025 Millennium Management LLC66,344$18.39M0.0%-83.0%0.174%
2/17/2025 Lazard Asset Management LLC18,293$5.07M0.0%-28.8%0.048%
2/17/2025 Lighthouse Investment Partners LLC26,176$7.26M0.2%N/A0.069%
2/17/2025 Interval Partners LP7,963$2.21M0.0%N/A0.021%
2/17/2025 Jacobs Levy Equity Management Inc.271,487$75.25M0.3%+3.8%0.713%
2/17/2025Jefferies Financial Group Inc.1,023$284K0.0%-40.1%0.003%
2/17/2025 Kettle Hill Capital Management LLC41,601$11.53M2.5%N/A0.109%
2/17/2025 Group One Trading LLC94$26K0.0%N/A0.000%
2/17/2025 Gotham Asset Management LLC21,433$5.94M0.1%-5.1%0.056%
2/17/2025 Focus Partners Wealth21,357$5.92M0.0%+2.6%0.056%
2/17/2025 Ellevest Inc.846$235K0.0%N/A0.002%
2/17/2025 Ensign Peak Advisors Inc24,414$6.77M0.0%-15.9%0.064%
2/17/2025 Ethic Inc.3,603$999K0.0%N/A0.009%
2/17/2025 FJ Capital Management LLC10,928$3.03M0.4%N/A0.029%
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2/17/2025 Fred Alger Management LLC18,090$5.01M0.0%N/A0.048%
2/17/2025 Frontier Capital Management Co. LLC90,133$24.98M0.2%-38.5%0.237%
2/17/2025 Deutsche Bank AG16,583$4.60M0.0%+107.7%0.044%
2/17/2025 Driehaus Capital Management LLC252,732$70.06M0.6%+4.9%0.664%
2/17/2025 EP Wealth Advisors LLC1,546$429K0.0%-3.1%0.004%
2/17/2025 Cresset Asset Management LLC40,058$11.10M0.1%-10.1%0.105%
2/17/2025 Crestline Management LP970$269K0.0%N/A0.003%
2/17/2025 Cetera Investment Advisers12,304$3.41M0.0%+15.4%0.032%
2/17/2025 Centiva Capital LP16,202$4.49M0.1%+128.5%0.043%
2/17/2025 Brevan Howard Capital Management LP727$202K0.0%N/A0.002%
2/17/2025 Broad Bay Capital Management LP86,000$23.84M2.9%N/A0.226%
2/17/2025 Captrust Financial Advisors6,061$1.68M0.0%+37.0%0.016%
2/17/2025 Baird Financial Group Inc.2,203$611K0.0%-4.2%0.006%
2/17/2025 Bank of America Corp DE188,721$52.31M0.0%-6.7%0.496%
2/17/2025 BNP Paribas4,415$1.22M0.1%+8.6%0.012%
2/17/2025 BNP Paribas Financial Markets13,505$3.74M0.0%+8.7%0.035%
2/17/2025 Ameriprise Financial Inc.64,575$17.90M0.0%-8.5%0.170%
2/17/2025 Algert Global LLC20,179$5.59M0.1%+53.8%0.053%
2/14/2025 Mercer Global Advisors Inc. ADV2,297$637K0.0%-5.0%0.006%
2/14/2025 Itau Unibanco Holding S.A.2,200$611K0.0%N/A0.006%
2/14/2025 Jane Street Group LLC31,048$8.61M0.0%+71.9%0.082%
2/14/2025 Comerica Bank15,332$4.25M0.0%-0.4%0.040%
2/14/2025 Kapitalo Investimentos Ltda159$44K0.0%N/A0.000%
2/14/2025 Schonfeld Strategic Advisors LLC6,826$1.89M0.0%+414.0%0.018%
2/14/2025 AQR Capital Management LLC207,425$57.50M0.1%+37.8%0.545%
2/14/2025 Northern Trust Corp301,514$83.58M0.0%+12.4%0.792%
2/14/2025 The Manufacturers Life Insurance Company 29,648$8.22M0.0%-2.3%0.078%
2/14/2025 Quarry LP167$46K0.0%-45.4%0.000%
2/14/2025 Aquatic Capital Management LLC19,832$5.50M0.1%N/A0.052%
2/14/2025 Oxford Asset Management LLP1,304$361K0.2%N/A0.003%
2/14/2025 Nitorum Capital L.P.61,691$17.10M2.0%-17.3%0.162%
2/14/2025 Lord Abbett & CO. LLC755,018$209.28M0.7%-18.2%1.983%
2/14/2025 Keyvantage Wealth LLC956$265K0.2%N/A0.003%
2/14/2025 Hancock Whitney Corp11,140$3.09M0.1%-15.3%0.029%
2/14/2025 Voya Investment Management LLC30,818$8.54M0.0%-1.6%0.081%
2/14/2025 Fuller & Thaler Asset Management Inc.692,503$191.96M0.7%-5.5%1.819%
2/14/2025 MGO One Seven LLC4,414$1.22M0.0%N/A0.012%
2/14/2025 Pinebridge Investments L.P.32,449$9.00M0.1%+9.6%0.085%
2/14/2025 Price T Rowe Associates Inc. MD323,324$89.62M0.0%+1,288.1%0.849%
2/14/2025 Dark Forest Capital Management LP1,873$519K0.1%N/A0.005%
2/14/2025 Harvest Investment Services LLC2,645$733K0.2%N/A0.007%
2/14/2025 Hsbc Holdings PLC5,660$1.58M0.0%-22.1%0.015%
2/14/2025 Stifel Financial Corp30,929$8.57M0.0%+32.3%0.081%
2/14/2025 State of Tennessee Department of Treasury14,365$3.98M0.0%-2.7%0.038%
2/14/2025 TD Waterhouse Canada Inc.14,269$3.95M0.0%+40.1%0.037%
2/14/2025 Tower Research Capital LLC TRC 2,421$671K0.0%+34.1%0.006%
2/14/2025 Teachers Retirement System of The State of Kentucky16,072$4.46M0.0%-10.3%0.042%
2/14/2025 MML Investors Services LLC4,850$1.35M0.0%+13.8%0.013%
2/14/2025 MetLife Investment Management LLC19,967$5.54M0.0%+8.3%0.052%
2/14/2025 Natixis5,754$1.60M0.0%N/A0.015%
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2/14/2025 First Trust Advisors LP2,480$687K0.0%-69.6%0.007%
2/14/2025 Dimensional Fund Advisors LP475,998$131.95M0.0%-19.6%1.250%
2/14/2025 Epoch Investment Partners Inc.60,651$16.81M0.1%-77.6%0.159%
2/14/2025 Forum Financial Management LP922$256K0.0%N/A0.002%
2/14/2025 GeoWealth Management LLC512$142K0.0%+8.2%0.001%
2/14/2025 Commerce Bank1,800$499K0.0%-50.3%0.005%
2/14/2025 Cramer Rosenthal Mcglynn LLC75,716$20.99M1.2%+9.0%0.199%
2/14/2025 Cadence Bank5,963$1.65M0.1%-0.7%0.016%
2/13/2025 CANADA LIFE ASSURANCE Co30,699$8.51M0.0%-7.8%0.081%
2/13/2025 Farringdon Capital Ltd.799$221K0.1%N/A0.002%
(Data available from 1/1/2016 forward)

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EVR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EVR shares?

During the previous two years, 558 institutional investors and hedge funds held shares of Evercore. The most heavily invested institutionals were Vanguard Group Inc. ($1.06B), Boston Partners ($406.16M), Invesco Ltd. ($394.65M), FMR LLC ($286.67M), State Street Corp ($278.46M), TD Asset Management Inc. ($265.08M), and Wellington Management Group LLP ($237.14M).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 460 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), FMR LLC ($962.62K), Norges Bank ($873.78K), Wellington Management Group LLP ($679.20K), Lord Abbett & CO. LLC ($650.48K), and Price T Rowe Associates Inc. MD ($573.67K).

How much institutional buying is happening at Evercore?

Institutional investors have bought a total of 14,752,540 shares in the last 24 months. This purchase volume represents approximately $2.92B in transactions.

Which Evercore major shareholders have been selling company stock?

Of the 297 institutional investors that sold Evercore stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($666.72K), JPMorgan Chase & Co. ($537.91K), Vanguard Group Inc. ($500.98K), Millennium Management LLC ($404.05K), Epoch Investment Partners Inc. ($311.35K), Allspring Global Investments Holdings LLC ($308.52K), and Primecap Management Co. CA ($305.88K).

How much institutional selling is happening at Evercore?

Institutional investors have sold a total of 8,761,016 shares in the last 24 months. This volume of shares sold represents approximately $1.81B in transactions.


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This page (NYSE:EVR) was last updated on 3/25/2025 by MarketBeat.com Staff
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