Free Trial
→ Nvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry.' (From Brownstone Research) (Ad) Free EVR Stock Alerts

Evercore (EVR) Institutional Ownership

Evercore logo
$250.26 -6.74 (-2.62%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$269.50 +19.24 (+7.69%)
As of 02/21/2025 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Evercore (NYSE:EVR)

Current
Institutional Ownership
Percentage
86.23%
Number of
Institutional Buyers
(last 12 months)
351
Total
Institutional Inflows
(last 12 months)
$2.06B
Number of
Institutional Sellers
(last 12 months)
215
Total
Institutional Outflows
(last 12 months)
$1.30B
Get EVR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Evercore stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

EVR Institutional Buying and Selling by Quarter

Evercore Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
Here’s how you could profit from Elon’s NVIDIA partnership (Ad)

"Elon's #1 AI Stock" SET TO SOAR Forget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful. After all, ChatGPT just works online... While Elon's AI works in the real world.

Get all the details here >>>
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%
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%
Bill Gates’ is about to mint millionaires (again) with Stargate. (Ad)

This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrough so advanced, it’s going to make ChatGPT look like VHS. But what’s even more unbelievable? I believe it’ll make Nvidia’s meteoric rise look like a backyard bottle rocket.

Click here and I’ll tell you everything you need to know.
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%
2/13/2025 Marshall Wace LLP2,500$693K0.0%N/A0.007%
2/13/2025 NewEdge Advisors LLC1,148$318K0.0%+269.1%0.003%
2/13/2025 Ceredex Value Advisors LLC36,250$10.05M0.2%+22.4%0.095%
2/13/2025 EAM Investors LLC16,664$4.62M0.7%-2.2%0.044%
(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, 557 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 14,770,035 shares in the last 24 months. This purchase volume represents approximately $2.91B 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 8,765,098 shares in the last 24 months. This volume of shares sold represents approximately $1.81B in transactions.


Related Companies

This page (NYSE:EVR) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners
[RFK Jr CONFIRMED] Here’s why Dems are TERRIFIED
Robert F. Kennedy Jr was just confirmed as Trump’s secretary of Health and Human Services… but it was NOT easy...
NewMarket Health Publishing, LLC. | Sponsored
Secret financial plot unfolding in Washington DC… [DEVELOPING]
What stocks are next up to soar in 2025? I believe I’ve found the answer - and it might surprise you. Yo...
Timothy Sykes | Sponsored
Buy this AI Stock Before Elon’s Announcement
With Trump back in office, xAI is primed to become the leader in generative AI, leaving competitors in the dus...
InvestorPlace | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
What is this southern state hiding?
The financial press had a field day this week after President Donald Trump and Department of Government Effici...
Stansberry Research | Sponsored
Elon Takes Aim at Social Security
Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social...
Altimetry | Sponsored
Nvidia’s Next Big Move Comes on Feb. 26
Nvidia isn't the only company that benefits greatly from these earnings calls. That's because a handful of ...
Weiss Ratings | Sponsored
How to trade Executive Order 14154
Trump’s pen must be running out of ink… Since he returned to office he’s signed more than 50 Executive Orde...
Porter & Company | Sponsored