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Evercore (EVR) Institutional Ownership

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$313.86 -1.01 (-0.32%)
Closing price 08/14/2025 03:59 PM Eastern
Extended Trading
$313.37 -0.49 (-0.16%)
As of 08/14/2025 04:10 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.
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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)
446
Total
Institutional Inflows
(last 12 months)
$3.40B
Number of
Institutional Sellers
(last 12 months)
257
Total
Institutional Outflows
(last 12 months)
$2.16B
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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
8/14/2025California State Teachers Retirement System33,709$9.10M0.0%+0.2%0.086%
8/14/2025Raymond James Financial Inc.195,277$52.73M0.0%+28.6%0.499%
8/14/2025Maverick Capital Ltd.169,745$45.84M0.7%N/A0.434%
8/14/2025Canada Pension Plan Investment Board67,700$18.28M0.0%+8.7%0.173%
8/14/2025Quantinno Capital Management LP94,077$25.40M0.1%+150.5%0.240%
8/14/2025Diversify Wealth Management LLC1,787$483K0.0%-6.6%0.005%
8/14/2025Alliancebernstein L.P.58,417$15.77M0.0%-0.2%0.149%
8/14/2025Ieq Capital LLC54,716$14.77M0.1%+245.3%0.140%
8/14/2025Osterweis Capital Management Inc.120$32K0.0%N/A0.000%
8/14/2025Treasurer of the State of North Carolina68,191$18.41M0.1%+99.7%0.174%
8/14/2025The Manufacturers Life Insurance Company 209,622$56.60M0.1%+34.8%0.536%
8/14/2025Investment House LLC850$230K0.0%N/A0.002%
8/14/2025BNP Paribas3,450$932K0.0%-15.8%0.009%
8/14/2025Sei Investments Co.77,861$21.02M0.0%+208.4%0.199%
8/14/2025Heritage Wealth Management Inc.1,000$270K0.1%N/A0.003%
8/14/2025Frontier Capital Management Co. LLC44,054$11.90M0.1%-7.9%0.113%
8/14/2025Qube Research & Technologies Ltd16,220$4.38M0.0%-96.8%0.041%
8/14/2025State Street Corp1,129,645$305.03M0.0%-0.7%2.888%
8/14/2025Certuity LLC1,099$297K0.0%N/A0.003%
8/14/2025Bain Capital Public Equity Management II LLC247,444$66.82M3.2%N/A0.633%
8/14/2025WINTON GROUP Ltd29,430$7.95M0.4%+526.7%0.075%
8/14/2025 Natixis29,645$8.01M0.0%N/A0.076%
8/14/2025 California Public Employees Retirement System67,105$18.12M0.0%+0.1%0.172%
8/14/2025 Cerity Partners LLC41,290$11.15M0.0%+55.8%0.106%
8/13/2025 Cresset Asset Management LLC40,847$11.03M0.0%+2.6%0.104%
8/13/2025 Marshall Wace LLP11,695$3.16M0.0%-62.9%0.030%
8/13/2025 Epoch Investment Partners Inc.56,722$15.32M0.1%-58.6%0.145%
8/13/2025 QSV Equity Investors LLC7,852$2.12M2.2%-1.6%0.020%
8/13/2025 Great Diamond Partners LLC3,631$980K0.2%-61.9%0.009%
8/13/2025 Baird Financial Group Inc.3,666$990K0.0%+18.9%0.009%
8/13/2025 Bridge City Capital LLC12,767$3.45M1.0%-1.4%0.033%
8/13/2025 First Trust Advisors LP38,785$10.47M0.0%+2,885.8%0.099%
8/13/2025 Guggenheim Capital LLC18,575$5.02M0.0%-4.9%0.047%
8/13/2025 Channing Capital Management LLC363,702$98.21M2.7%+886.3%0.930%
8/13/2025 EverSource Wealth Advisors LLC1,483$400K0.0%+96.7%0.004%
8/13/2025 Invesco Ltd.1,407,278$379.99M0.1%+62.3%3.597%
8/13/2025 Granite Investment Partners LLC64,690$17.47M0.9%N/A0.165%
8/13/2025 Arrowstreet Capital Limited Partnership3,904$1.05M0.0%N/A0.010%
8/13/2025 M&T Bank Corp1,705$460K0.0%+11.7%0.004%
8/13/2025 Fisher Asset Management LLC319,773$86.35M0.0%-10.0%0.817%
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8/13/2025 Edgestream Partners L.P.14,181$3.83M0.1%+195.6%0.036%
8/13/2025 Shelton Capital Management1,268$342K0.0%-3.1%0.003%
8/13/2025 New York State Common Retirement Fund102,067$27.56M0.0%+373.4%0.261%
8/13/2025 Schroder Investment Management Group201,095$54.08M0.0%+146.4%0.514%
8/13/2025 Neuberger Berman Group LLC5,583$1.51M0.0%-26.3%0.014%
8/13/2025 Ceredex Value Advisors LLC130,250$35.17M0.8%+215.4%0.333%
8/13/2025 F m Investments LLC10,618$2.87M0.1%+3.7%0.027%
8/13/2025 Norges Bank581,678$157.07M0.0%N/A1.487%
8/13/2025 Hsbc Holdings PLC6,028$1.64M0.0%-44.1%0.015%
8/13/2025 Capital Fund Management S.A.46,536$12.57M0.0%+11.3%0.119%
8/13/2025 Northwestern Mutual Wealth Management Co.9,179$2.48M0.0%-94.6%0.023%
8/13/2025 State Board of Administration of Florida Retirement System39,240$10.60M0.0%+8.3%0.100%
8/13/2025 Elevation Point Wealth Partners LLC204$55K0.0%-89.0%0.001%
8/13/2025 Quadrant Capital Group LLC1,432$387K0.0%-18.1%0.004%
8/13/2025 Wambolt & Associates LLC5,603$1.55M0.5%-8.2%0.014%
8/13/2025 Choreo LLC2,621$708K0.0%-1.9%0.007%
8/13/2025 Northwest & Ethical Investments L.P.1,700$458K0.0%N/A0.004%
8/13/2025 Russell Investments Group Ltd.47,396$12.80M0.0%+50.4%0.121%
8/12/2025 Inceptionr LLC983$265K0.1%-71.1%0.003%
8/12/2025 Advisors Asset Management Inc.6,308$1.70M0.0%+24.7%0.016%
8/12/2025 Steward Partners Investment Advisory LLC209$57K0.0%+154.9%0.001%
8/12/2025Jefferies Financial Group Inc.796$215K0.0%-97.7%0.002%
8/12/2025 Prudential Financial Inc.22,505$6.66M0.0%+4.3%0.058%
8/12/2025 Coldstream Capital Management Inc.2,840$767K0.0%+1.2%0.007%
8/12/2025 Centric Wealth Management15,539$4.60M1.1%+1.5%0.040%
8/12/2025 Charles Schwab Investment Management Inc.362,151$97.79M0.0%+1.8%0.926%
8/12/2025 American Century Companies Inc.49,864$13.47M0.0%-50.6%0.127%
8/12/2025 Bahl & Gaynor Inc.464,592$125.45M0.6%+3.8%1.188%
8/12/2025 Rhumbline Advisers96,474$26.05M0.0%+0.5%0.247%
8/12/2025 Journey Strategic Wealth LLC2,227$601K0.0%+44.1%0.006%
8/12/2025 Franklin Resources Inc.144,728$39.08M0.0%-4.3%0.370%
8/12/2025 Legal & General Group Plc67,857$18.32M0.0%-5.7%0.173%
8/12/2025 MAI Capital Management255$69K0.0%+165.6%0.001%
8/12/2025 JPMorgan Chase & Co.606,378$163.73M0.0%-6.5%1.550%
8/12/2025 Swiss National Bank69,100$18.66M0.0%-1.4%0.177%
8/12/2025 Handelsbanken Fonder AB9,137$2.47M0.0%-2.1%0.023%
8/12/2025 Ensign Peak Advisors Inc29,477$7.96M0.0%+1.3%0.075%
8/11/2025 Dorsey Wright & Associates1,534$414K0.1%-95.6%0.004%
8/11/2025 TD Waterhouse Canada Inc.6,328$1.75M0.0%+3.8%0.016%
8/11/2025 Primecap Management Co. CA230,720$62.30M0.0%-8.5%0.590%
8/11/2025 Wealthspire Advisors LLC980$265K0.0%N/A0.003%
8/11/2025 Portside Wealth Group LLC1,200$324K0.0%+28.3%0.003%
8/11/2025 Vanguard Group Inc.3,837,425$1.04B0.0%-0.7%9.809%
8/11/2025 Intrust Bank NA2,915$787K0.1%+25.5%0.007%
8/11/2025 Thames Capital Management LLC21,344$5.76M1.3%N/A0.055%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH16,863$4.55M0.0%-43.7%0.043%
8/11/2025 Symphony Financial Ltd. Co.134,603$36.35M0.2%N/A0.344%
8/11/2025 Westpac Banking Corp245$66K0.0%N/A0.001%
8/11/2025 Waratah Capital Advisors Ltd.65,470$17.68M0.5%-4.9%0.167%
8/8/2025 Rockefeller Capital Management L.P.104,059$28.10M0.1%-1.3%0.266%
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8/8/2025 Westwood Holdings Group Inc.82,846$22.37M0.2%N/A0.212%
8/8/2025 Intech Investment Management LLC47,592$12.85M0.1%+2.0%0.122%
8/8/2025 Cetera Investment Advisers4,370$1.18M0.0%-74.4%0.011%
8/8/2025 Creative Planning7,140$1.93M0.0%+23.1%0.018%
8/8/2025 SG Americas Securities LLC2,551$689K0.0%+37.8%0.007%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS9,237$2.49M0.0%+9.1%0.024%
8/8/2025 Olympiad Research LP791$214K0.3%N/A0.002%
8/8/2025 Advisors Capital Management LLC21,610$5.84M0.1%+7.0%0.055%
8/8/2025 Police & Firemen s Retirement System of New Jersey14,005$3.78M0.0%+7.7%0.036%
8/8/2025 Geode Capital Management LLC831,588$224.57M0.0%+7.7%2.126%
(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, 611 institutional investors and hedge funds held shares of Evercore. The most heavily invested institutionals were Vanguard Group Inc. ($1.04B), Boston Partners ($465.42M), Invesco Ltd. ($379.99M), State Street Corp ($305.03M), FMR LLC ($286.67M), TD Asset Management Inc. ($265.08M), and TD Asset Management Inc ($257.98M).Learn more on Evercore's institutional investors.

What percentage of Evercore's stock is owned by institutional investors?

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

Which institutional investors have been buying Evercore's stock?

Of the 536 institutional investors that purchased Evercore's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($1.46M), TD Asset Management Inc ($1.33M), FMR LLC ($962.62K), Invesco Ltd. ($818.39K), Price T Rowe Associates Inc. MD ($763.51K), Lord Abbett & CO. LLC ($650.48K), and Wellington Management Group LLP ($585.18K).

How much institutional buying is happening at Evercore?

Institutional investors have bought a total of 13,537,637 shares in the last 24 months. This purchase volume represents approximately $3.41B in transactions.

Which of Evercore's major shareholders have been selling company stock?

Of the 254 institutional investors that sold Evercore's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($1.20M), Lord Abbett & CO. LLC ($799.41K), Invesco Ltd. ($556.88K), Qube Research & Technologies Ltd ($488.91K), Primecap Management Co. CA ($373.83K), TD Asset Management Inc ($372.96K), and JPMorgan Chase & Co. ($371.19K).

How much institutional selling is happening at Evercore?

Institutional investors have sold a total of 8,803,911 shares in the last 24 months. This volume of shares sold represents approximately $2.14B in transactions.


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This page (NYSE:EVR) was last updated on 8/15/2025 by MarketBeat.com Staff
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