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Evercore (EVR) Institutional Ownership

Evercore logo
$275.84 +5.27 (+1.95%)
(As of 12/20/2024 05:16 PM ET)
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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)
248
Total
Institutional Inflows
(last 12 months)
$1.31B
Number of
Institutional Sellers
(last 12 months)
180
Total
Institutional Outflows
(last 12 months)
$689.80M
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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
12/19/2024 Principal Financial Group Inc.163,968$41.54M0.0%-8.5%0.431%
12/13/2024 Lord Abbett & CO. LLC922,978$233.83M0.7%+44.5%2.424%
12/10/2024 DGS Capital Management LLC6,397$1.62M0.4%+1.3%0.017%
12/6/2024 Retirement Systems of Alabama113,777$28.82M0.1%-0.4%0.299%
11/27/2024 Franklin Resources Inc.223,369$60.54M0.0%-1.3%0.587%
11/25/2024 Wilmington Savings Fund Society FSB2,020$512K0.0%N/A0.005%
11/25/2024 Sanctuary Advisors LLC3,485$883K0.0%+16.5%0.009%
11/20/2024 Morse Asset Management Inc36,800$9.32M2.0%+3.6%0.097%
11/18/2024 TD Private Client Wealth LLC4,319$1.09M0.0%+2.6%0.011%
11/18/2024 Teachers Retirement System of The State of Kentucky17,917$4.54M0.0%-4.3%0.047%
11/18/2024 Toronto Dominion Bank1,552$393K0.0%+36.3%0.004%
11/16/2024 Geode Capital Management LLC718,208$181.99M0.0%+5.0%1.873%
11/15/2024 Vestcor Inc6,268$1.59M0.1%+18.9%0.016%
11/15/2024 M&T Bank Corp2,147$544K0.0%+7.5%0.006%
11/15/2024 Barclays PLC24,251$6.14M0.0%+3.4%0.064%
11/15/2024 Public Employees Retirement System of Ohio19,565$4.96M0.0%-11.5%0.051%
11/15/2024 Pier Capital LLC32,762$8.30M1.2%-41.8%0.085%
11/15/2024 Dorsey Wright & Associates43,223$10.95M2.6%+46.4%0.113%
11/15/2024 Orion Portfolio Solutions LLC11,852$3.00M0.1%-12.4%0.031%
11/15/2024 XTX Topco Ltd1,976$501K0.0%-46.9%0.005%
11/15/2024 National Bank of Canada FI945$239K0.0%-7.8%0.002%
11/15/2024 Castleark Management LLC44,880$11.37M0.5%-3.6%0.117%
11/15/2024 EP Wealth Advisors LLC1,596$404K0.0%N/A0.004%
11/15/2024 Wellington Management Group LLP1,368,129$346.60M0.1%+73.6%3.568%
11/15/2024 Two Sigma Advisers LP62,200$15.76M0.0%+14.8%0.162%
11/15/2024 State Street Corp1,099,160$278.46M0.0%+1.0%2.867%
11/15/2024 Stifel Financial Corp23,377$5.92M0.0%+96.3%0.061%
11/15/2024 Quadrature Capital Ltd2,740$694K0.0%N/A0.007%
11/15/2024 Quantinno Capital Management LP17,588$4.46M0.1%+29.9%0.046%
11/15/2024 Quarry LP306$78K0.0%N/A0.001%
11/15/2024 Petrus Trust Company LTA2,451$621K0.1%N/A0.006%
11/15/2024 Morse Asset Management Inc36,860$9.34M2.0%+3.7%0.096%
11/15/2024 Ingalls & Snyder LLC972$246K0.0%N/A0.003%
11/15/2024 Jacobs Levy Equity Management Inc.261,475$66.24M0.3%+8.7%0.682%
11/15/2024 Janus Henderson Group PLC16,665$4.22M0.0%-4.6%0.043%
11/15/2024 HighTower Advisors LLC5,377$1.37M0.0%+11.3%0.014%
11/15/2024 Hilltop Holdings Inc.885$224K0.0%N/A0.002%
11/15/2024 Holocene Advisors LP86,520$21.92M0.1%N/A0.226%
11/15/2024 Centiva Capital LP7,092$1.80M0.0%N/A0.018%
11/15/2024 Cinctive Capital Management LP12,035$3.05M0.2%N/A0.031%
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11/15/2024 Benjamin Edwards Inc.801$203K0.0%N/A0.002%
11/15/2024 True Wealth Design LLC131$33K0.0%N/A0.000%
11/14/2024 Verition Fund Management LLC4,152$1.05M0.0%N/A0.011%
11/14/2024 Captrust Financial Advisors4,423$1.12M0.0%+7.4%0.012%
11/14/2024 Rockefeller Capital Management L.P.94,999$24.07M0.1%-2.4%0.248%
11/14/2024 Centric Wealth Management15,060$3.82M1.0%-2.3%0.039%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC99,346$25.17M0.0%-37.9%0.259%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 7,861$1.99M0.0%+5.6%0.021%
11/14/2024 MetLife Investment Management LLC18,431$4.67M0.0%-1.3%0.048%
11/14/2024 BNP Paribas4,066$1.03M0.0%-2.4%0.011%
11/13/2024 Glenmede Trust Co. NA109,802$27.82M0.1%-6.7%0.286%
11/13/2024 Bridgewater Associates LP24,763$6.27M0.0%+38.4%0.065%
11/13/2024 Insight Wealth Partners LLC1,223$310K0.1%+4.7%0.003%
11/13/2024 Townsquare Capital LLC4,330$1.10M0.0%+3.9%0.011%
11/13/2024 BNP Paribas Financial Markets12,426$3.15M0.0%+147.1%0.032%
11/13/2024 Brooklyn Investment Group503$127K0.0%N/A0.001%
11/13/2024 FMR LLC451,822$114.47M0.0%+520.4%1.179%
11/13/2024 The Manufacturers Life Insurance Company 30,360$7.69M0.0%-2.0%0.079%
11/13/2024 Bank of Montreal Can8,117$2.06M0.0%-84.1%0.021%
11/13/2024 Private Trust Co. NA660$167K0.0%+65,900.0%0.002%
11/13/2024 Hancock Whitney Corp13,159$3.33M0.1%-5.2%0.034%
11/13/2024 Dynamic 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%
11/12/2024 Pekin Hardy Strauss Inc.1,475$374K0.0%-29.9%0.004%
11/12/2024 Pitcairn Co.2,797$709K0.0%-13.8%0.007%
11/12/2024 Algert Global LLC13,120$3.32M0.1%+254.6%0.034%
11/12/2024 Cerity Partners LLC23,177$5.87M0.0%+14.9%0.060%
11/12/2024 Charles Schwab Investment Management Inc.366,028$92.73M0.0%+36.2%0.955%
11/12/2024 Massachusetts Financial Services Co. MA907,767$229.97M0.1%-12.8%2.368%
11/9/2024 Primecap Management Co. CA350,520$88.80M0.1%-42.0%0.914%
11/9/2024 Intech Investment Management LLC1,663$421K0.0%-70.2%0.004%
11/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.114,733$29.07M0.1%N/A0.299%
11/8/2024 Moran Wealth Management LLC75,058$19.02M0.6%+36.2%0.196%
11/8/2024 Advisors Asset Management Inc.13,119$3.32M0.1%-34.7%0.034%
11/8/2024 Global Alpha Capital Management Ltd.157,160$39.82M2.6%+1.7%0.410%
11/8/2024 Commerce Bank3,622$918K0.0%-5.7%0.009%
11/8/2024 Strategy Asset Managers LLC1,210$307K0.1%N/A0.003%
11/8/2024 Segall Bryant & Hamill LLC30,183$7.65M0.1%-37.7%0.079%
11/8/2024 B. Metzler seel. Sohn & Co. Holding AG14,696$3.72M0.0%N/A0.038%
11/7/2024 Pathstone Holdings LLC12,206$3.09M0.0%-6.4%0.032%
11/7/2024 Aviance Capital Partners LLC3,415$865K0.1%-15.2%0.009%
11/7/2024 Braun Stacey Associates Inc.138,158$35.00M1.3%+9.0%0.360%
11/7/2024 Quest Partners LLC900$228K0.0%N/A0.002%
11/7/2024 Swiss National Bank71,400$18.09M0.0%-1.2%0.186%
11/7/2024 Thrivent Financial for Lutherans54,360$13.77M0.0%-11.5%0.142%
11/6/2024 Mutual of America Capital Management LLC19,270$4.88M0.1%-5.0%0.050%
11/6/2024 Vaughan Nelson Investment Management L.P.155,535$39.40M0.4%-55.1%0.406%
11/6/2024 Natixis Advisors LLC43,288$10.97M0.0%-43.0%0.113%
11/6/2024 Empowered Funds LLC19,983$5.06M0.1%-12.5%0.052%
11/6/2024 Royce & Associates LP100,924$25.57M0.2%-6.5%0.263%
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11/6/2024 CIBC Asset Management Inc1,116$283K0.0%+3.8%0.003%
11/6/2024 Metis Global Partners LLC1,111$281K0.0%-8.8%0.003%
11/6/2024 Wealthstream Advisors Inc.944$239K0.0%N/A0.002%
11/6/2024 Zions Bancorporation N.A.2,751$697K0.1%+25.0%0.007%
11/6/2024 KBC Group NV1,018$258K0.0%+11.4%0.003%
11/6/2024 Oppenheimer & Co. Inc.833$211K0.0%-48.9%0.002%
11/5/2024 MQS Management LLC2,008$509K0.3%N/A0.005%
11/5/2024 Victory Capital Management Inc.122,383$31.01M0.0%+1.3%0.319%
11/5/2024 WCM Investment Management LLC95,366$24.24M0.1%-2.6%0.249%
11/5/2024 Nations Financial Group Inc. IA ADV7,156$1.81M0.1%+4.6%0.019%
(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, 467 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 376 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 12,554,853 shares in the last 24 months. This purchase volume represents approximately $2.08B in transactions.

Which Evercore major shareholders have been selling company stock?

Of the 257 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), Allspring Global Investments Holdings LLC ($310.64K), JPMorgan Chase & Co. ($298.13K), 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 6,756,792 shares in the last 24 months. This volume of shares sold represents approximately $1.11B in transactions.


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This page (NYSE:EVR) was last updated on 12/21/2024 by MarketBeat.com Staff
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