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Evercore (EVR) Institutional Ownership

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$183.79 +2.64 (+1.46%)
As of 11:53 AM 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)
350
Total
Institutional Inflows
(last 12 months)
$2.10B
Number of
Institutional Sellers
(last 12 months)
213
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
4/15/2025SG Americas Securities LLC1,851$370K0.0%N/A0.005%
4/15/2025 GAMMA Investing LLC711$142K0.0%+14.9%0.002%
4/14/2025Yousif Capital Management LLC12,649$2.53M0.0%-2.5%0.032%
4/14/2025Bridge City Capital LLC12,949$2.59M0.8%-0.6%0.033%
4/14/2025Farther Finance Advisors LLC579$116K0.0%+23.5%0.001%
4/14/2025UMB Bank n.a.388$77K0.0%+70.9%0.001%
4/11/2025 Gateway Investment Advisers LLC1,090$218K0.0%+23.7%0.003%
4/9/2025 Merit Financial Group LLC3,057$611K0.0%+249.8%0.008%
4/9/2025 NBC Securities Inc.130$25K0.0%N/A0.000%
4/9/2025 Legacy Wealth Asset Management LLC4,520$903K0.2%-3.6%0.012%
4/8/2025 Rhumbline Advisers96,026$19.18M0.0%-1.2%0.245%
4/8/2025 Private Client Services LLC6,095$1.22M0.6%+16.3%0.016%
4/8/2025 Parallel Advisors LLC1,347$269K0.0%-5.7%0.003%
4/7/2025 GAMMA Investing LLC142,001$28.36M0.0%+22,840.4%0.363%
4/4/2025 Quent Capital LLC210$42K0.0%+62.8%0.001%
4/3/2025 Versant Capital Management Inc330$66K0.0%+86.4%0.001%
4/3/2025 Central Pacific Bank Trust Division750$150K0.0%+8.7%0.002%
4/3/2025 First Hawaiian Bank5,719$1.14M0.1%+6.0%0.015%
4/1/2025 MassMutual Private Wealth & Trust FSB241$48K0.0%+61.7%0.001%
3/18/2025California State Teachers Retirement System34,031$9.43M0.0%-2.4%0.087%
3/17/2025Wealth Enhancement Advisory Services LLC5,879$1.63M0.0%+66.2%0.015%
2/28/2025Universal 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%
2/20/2025Forum Financial Management LP922$256K0.0%N/A0.002%
2/19/2025Public Employees Retirement System of Ohio23,406$6.49M0.0%+19.6%0.061%
2/18/2025Fourth Dimension Wealth LLC257$71K0.0%N/A0.001%
2/18/2025Gordian Capital Singapore Pte Ltd600$166K0.1%N/A0.002%
2/18/2025Castleark Management LLC39,120$10.84M0.4%-12.8%0.103%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC105,109$29.14M0.0%+5.8%0.276%
2/17/2025Vident Advisory LLC4,858$1.35M0.0%+88.6%0.013%
2/17/2025Squarepoint Ops LLC18,713$5.19M0.0%N/A0.049%
2/17/2025Twinbeech Capital LP2,026$562K0.0%N/A0.005%
2/17/2025Tremblant Capital Group13,245$3.67M0.4%+15.0%0.035%
2/17/2025Two Sigma Advisers LP103,300$28.63M0.1%+66.1%0.271%
2/17/2025Two Sigma Investments LP150,643$41.76M0.1%+93.2%0.396%
2/17/2025Teza Capital Management LLC974$270K0.0%-93.4%0.003%
2/17/2025Sherbrooke Park Advisers LLC813$225K0.1%N/A0.002%
2/17/2025Royal Bank of Canada57,077$15.82M0.0%+5.8%0.150%
2/17/2025ProShare Advisors LLC128,172$35.53M0.1%-5.8%0.337%
2/17/2025Quantinno Capital Management LP19,244$5.33M0.1%+9.4%0.051%
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2/17/2025Man Group plc110,053$30.51M0.1%-0.4%0.289%
2/17/2025Nomura Holdings Inc.4,698$1.30M0.0%N/A0.012%
2/17/2025Nicholas Investment Partners LP82,704$22.93M2.0%+4.4%0.217%
2/17/2025Nuveen Asset Management LLC226,851$62.88M0.0%-12.0%0.596%
2/17/2025Morse Asset Management Inc37,054$10.27M2.3%+0.7%0.097%
2/17/2025Millennium Management LLC66,344$18.39M0.0%-83.0%0.174%
2/17/2025Lazard Asset Management LLC18,293$5.07M0.0%-28.8%0.048%
2/17/2025Lighthouse Investment Partners LLC26,176$7.26M0.2%N/A0.069%
2/17/2025Interval Partners LP7,963$2.21M0.0%N/A0.021%
2/17/2025Jacobs 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%
2/17/2025Kettle Hill Capital Management LLC41,601$11.53M2.5%N/A0.109%
2/17/2025Group One Trading LLC94$26K0.0%N/A0.000%
2/17/2025Gotham Asset Management LLC21,433$5.94M0.1%-5.1%0.056%
2/17/2025Focus Partners Wealth21,357$5.92M0.0%+2.6%0.056%
2/17/2025Ellevest Inc.846$235K0.0%N/A0.002%
2/17/2025Ensign Peak Advisors Inc24,414$6.77M0.0%-15.9%0.064%
2/17/2025Ethic Inc.3,603$999K0.0%N/A0.009%
2/17/2025FJ Capital Management LLC10,928$3.03M0.4%N/A0.029%
2/17/2025Fred Alger Management LLC18,090$5.01M0.0%N/A0.048%
2/17/2025Frontier Capital Management Co. LLC90,133$24.98M0.2%-38.5%0.237%
2/17/2025Deutsche Bank AG16,583$4.60M0.0%+107.7%0.044%
2/17/2025Driehaus Capital Management LLC252,732$70.06M0.6%+4.9%0.664%
2/17/2025EP Wealth Advisors LLC1,546$429K0.0%-3.1%0.004%
2/17/2025Cresset Asset Management LLC40,058$11.10M0.1%-10.1%0.105%
2/17/2025Crestline Management LP970$269K0.0%N/A0.003%
2/17/2025Cetera Investment Advisers12,304$3.41M0.0%+15.4%0.032%
2/17/2025Centiva Capital LP16,202$4.49M0.1%+128.5%0.043%
2/17/2025Brevan Howard Capital Management LP727$202K0.0%N/A0.002%
2/17/2025Broad Bay Capital Management LP86,000$23.84M2.9%N/A0.226%
2/17/2025Captrust Financial Advisors6,061$1.68M0.0%+37.0%0.016%
2/17/2025Baird Financial Group Inc.2,203$611K0.0%-4.2%0.006%
2/17/2025Bank of America Corp DE188,721$52.31M0.0%-6.7%0.496%
2/17/2025BNP Paribas4,415$1.22M0.1%+8.6%0.012%
2/17/2025BNP Paribas Financial Markets13,505$3.74M0.0%+8.7%0.035%
2/17/2025Ameriprise Financial Inc.64,575$17.90M0.0%-8.5%0.170%
2/17/2025Algert Global LLC20,179$5.59M0.1%+53.8%0.053%
2/14/2025Mercer Global Advisors Inc. ADV2,297$637K0.0%-5.0%0.006%
2/14/2025Itau Unibanco Holding S.A.2,200$611K0.0%N/A0.006%
2/14/2025Jane Street Group LLC31,048$8.61M0.0%+71.9%0.082%
2/14/2025Comerica Bank15,332$4.25M0.0%-0.4%0.040%
2/14/2025Kapitalo Investimentos Ltda159$44K0.0%N/A0.000%
2/14/2025Schonfeld Strategic Advisors LLC6,826$1.89M0.0%+414.0%0.018%
2/14/2025AQR Capital Management LLC207,425$57.50M0.1%+37.8%0.545%
2/14/2025Northern Trust Corp301,514$83.58M0.0%+12.4%0.792%
2/14/2025The Manufacturers Life Insurance Company 29,648$8.22M0.0%-2.3%0.078%
2/14/2025Quarry LP167$46K0.0%-45.4%0.000%
2/14/2025Aquatic Capital Management LLC19,832$5.50M0.1%N/A0.052%
2/14/2025Oxford Asset Management LLP1,304$361K0.2%N/A0.003%
2/14/2025Nitorum Capital L.P.61,691$17.10M2.0%-17.3%0.162%
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2/14/2025Lord Abbett & CO. LLC755,018$209.28M0.7%-18.2%1.983%
2/14/2025Keyvantage Wealth LLC956$265K0.2%N/A0.003%
2/14/2025Hancock Whitney Corp11,140$3.09M0.1%-15.3%0.029%
2/14/2025Voya Investment Management LLC30,818$8.54M0.0%-1.6%0.081%
2/14/2025Fuller & Thaler Asset Management Inc.692,503$191.96M0.7%-5.5%1.819%
2/14/2025MGO One Seven LLC4,414$1.22M0.0%N/A0.012%
2/14/2025Pinebridge Investments L.P.32,449$9.00M0.1%+9.6%0.085%
2/14/2025Price T Rowe Associates Inc. MD323,324$89.62M0.0%+1,288.1%0.849%
2/14/2025Dark Forest Capital Management LP1,873$519K0.1%N/A0.005%
2/14/2025Harvest Investment Services LLC2,645$733K0.2%N/A0.007%
(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, 560 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 461 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 14,893,600 shares in the last 24 months. This purchase volume represents approximately $2.95B 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), Primecap Management Co. CA ($305.88K), and Allspring Global Investments Holdings LLC ($303.68K).

How much institutional selling is happening at Evercore?

Institutional investors have sold a total of 8,713,776 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 4/15/2025 by MarketBeat.com Staff
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