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Evercore (EVR) Institutional Ownership

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+1.77 (+0.91%)
(As of 05/10/2024 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)
218
Total
Institutional Inflows
(last 12 months)
$1.09B
Number of
Institutional Sellers
(last 12 months)
170
Total
Institutional Outflows
(last 12 months)
$550.61M
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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
5/11/2024Bahl & Gaynor Inc.424,864$81.83M0.5%-3.7%1.098%
5/11/2024Edgestream Partners L.P.22,797$4.39M0.2%+212.2%0.059%
5/10/2024Vanguard Group Inc.3,645,759$702.14M0.0%-1.3%9.426%
5/10/2024Mitsubishi UFJ Trust & Banking Corp13,731$2.60M0.0%-0.9%0.035%
5/9/2024 Orion Portfolio Solutions LLC15,953$3.07M0.0%-5.3%0.041%
5/9/2024 Picton Mahoney Asset Management535$103K0.0%N/A0.001%
5/9/2024 Lord Abbett & CO. LLC372,416$71.72M0.2%+5,671.2%0.963%
5/9/2024 Scout Investments Inc.274,645$51.98M1.3%-11.9%0.710%
5/9/2024 First Eagle Investment Management LLC64,081$12.34M0.0%+1.3%0.166%
5/9/2024 State Board of Administration of Florida Retirement System48,516$9.34M0.0%+4.8%0.125%
5/9/2024 TD Asset Management Inc807,098$155.44M0.1%+705.6%2.087%
5/8/2024 Entropy Technologies LP1,662$320K0.0%N/A0.004%
5/8/2024 Great Diamond Partners LLC3,254$627K0.1%N/A0.008%
5/8/2024 ProShare Advisors LLC170,703$32.88M0.1%-24.3%0.441%
5/8/2024 Global Alpha Capital Management Ltd.121,200$23.34M1.7%+82.8%0.313%
5/8/2024 US Bancorp DE14,592$2.81M0.0%-19.6%0.038%
5/8/2024 Isthmus Partners LLC3,860$743K0.1%N/A0.010%
5/8/2024 Russell Investments Group Ltd.114,712$22.09M0.0%-1.3%0.297%
5/8/2024 Washington Trust Advisors Inc.7,345$1.42M0.1%-10.9%0.019%
5/8/2024 Inspire Investing LLC4,164$802K0.1%+85.8%0.011%
5/7/2024 Sei Investments Co.55,378$10.67M0.0%+2.9%0.143%
5/7/2024 Concurrent Investment Advisors LLC2,800$539K0.0%N/A0.007%
5/7/2024 Swiss National Bank70,600$13.60M0.0%-0.6%0.183%
5/7/2024 Oppenheimer & Co. Inc.1,598$308K0.0%N/A0.004%
5/7/2024 SG Americas Securities LLC11,864$2.29M0.0%+223.7%0.031%
5/6/2024 Quantbot Technologies LP5,246$1.01M0.1%N/A0.014%
5/6/2024 Envestnet Portfolio Solutions Inc.2,357$454K0.0%+32.5%0.006%
5/6/2024 Manchester Capital Management LLC908$175K0.0%+1,753.1%0.002%
5/6/2024 Texas Permanent School Fund Corp30,333$5.84M0.0%+1.3%0.078%
5/3/2024 Essex Investment Management Co. LLC12,758$2.46M0.5%-27.7%0.033%
5/3/2024 Central Pacific Bank Trust Division3,690$698K0.1%N/A0.010%
5/2/2024 Mutual of America Capital Management LLC20,651$3.98M0.0%-3.9%0.053%
5/2/2024 Wright Investors Service Inc.3,611$695K0.2%-2.7%0.009%
5/2/2024 Consolidated Planning Corp1,713$330K0.1%N/A0.004%
5/2/2024 BNP Paribas6,475$1.25M0.1%N/A0.017%
5/2/2024 Hanlon Investment Management Inc.2,138$412K0.1%N/A0.006%
5/1/2024 Janney Montgomery Scott LLC2,740$528K0.0%+106.0%0.007%
5/1/2024 BNP Paribas Financial Markets10,644$2.05M0.0%+7.2%0.028%
5/1/2024 Centric Wealth Management15,186$2.76M0.9%+4.1%0.039%
5/1/2024 Braun Stacey Associates Inc.119,578$23.03M0.9%N/A0.309%
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5/1/2024 Wambolt & Associates LLC7,426$1.41M0.4%+21.5%0.019%
5/1/2024 Diversify Advisory Services LLC2,476$469K0.0%N/A0.006%
4/30/2024 Retirement Systems of Alabama120,803$23.27M0.1%+0.1%0.312%
4/30/2024 Norden Group LLC6,760$1.30M0.1%N/A0.017%
4/30/2024 Van ECK Associates Corp25,933$4.99M0.0%-15.6%0.067%
4/30/2024 Summit Place Financial Advisors LLC5,066$976K0.6%+8.1%0.013%
4/29/2024 Principal Financial Group Inc.130,540$25.14M0.0%+2.5%0.337%
4/29/2024 Benjamin F. Edwards & Company Inc.675$130K0.0%+29.3%0.002%
4/27/2024 Riverwater Partners LLC8,478$1.63M1.2%+1.0%0.022%
4/26/2024 Securian Asset Management Inc.2,852$549K0.0%-3.4%0.007%
4/26/2024 Yousif Capital Management LLC16,403$3.16M0.0%-2.3%0.042%
4/26/2024 Peregrine Capital Management LLC61,262$11.80M0.3%-10.0%0.158%
4/26/2024 Deroy & Devereaux Private Investment Counsel Inc.30,155$5.81M0.4%+2.5%0.078%
4/26/2024 SYSTM Wealth Solutions LLC496$96K0.0%+13.2%0.001%
4/26/2024 Verdence Capital Advisors LLC26,360$5.08M0.5%-9.0%0.068%
4/25/2024 WCM Investment Management LLC96,454$18.58M0.0%-28.3%0.249%
4/25/2024 Fielder Capital Group LLC1,062$205K0.1%N/A0.003%
4/25/2024 Valeo Financial Advisors LLC1,620$302K0.0%N/A0.004%
4/25/2024 Freedom Day Solutions LLC4,088$787K0.3%-2.0%0.011%
4/23/2024 Global Retirement Partners LLC525$101K0.0%-13.5%0.001%
4/23/2024 Cookson Peirce & Co. Inc.118,505$22.82M1.2%+0.5%0.306%
4/23/2024 Louisiana State Employees Retirement System10,000$1.93M0.0%+3.1%0.026%
4/23/2024 Amalgamated Bank23,700$4.56M0.0%-10.0%0.061%
4/23/2024 Nations Financial Group Inc. IA ADV6,831$1.32M0.1%+17.9%0.018%
4/23/2024 Raymond James Financial Services Advisors Inc.9,673$1.86M0.0%+80.0%0.025%
4/22/2024 Raymond James & Associates71,498$13.77M0.0%+1.3%0.185%
4/19/2024 Norden Group LLC6,760$1.30M0.0%N/A0.017%
4/19/2024 Valley National Advisers Inc.12,907$2.49M0.4%-5.0%0.033%
4/19/2024 Monument Capital Management17,444$3.36M1.0%-8.4%0.045%
4/19/2024 Handelsinvest Investeringsforvaltning1,682$324K0.2%-34.2%0.004%
4/18/2024 State of Michigan Retirement System8,505$1.64M0.0%+2.4%0.022%
4/18/2024 Allspring Global Investments Holdings LLC6,013$1.16M0.0%+5.7%0.016%
4/18/2024 Vaughan Nelson Investment Management L.P.292,070$56.25M0.5%N/A0.755%
4/18/2024 Oak Thistle LLC1,109$214K0.2%N/A0.003%
4/18/2024 O ROURKE & COMPANY Inc3,095$596K0.3%+3.0%0.008%
4/18/2024 Aviance Capital Partners LLC4,075$785K0.1%N/A0.011%
4/17/2024 First Bank & Trust1,591$306K0.1%+4.1%0.004%
4/17/2024 Hennion & Walsh Asset Management Inc.2,245$432K0.0%-57.8%0.006%
4/16/2024 Ausbil Investment Management Ltd14,490$2.74M1.4%+33.1%0.037%
4/15/2024 DGS Capital Management LLC6,235$1.20M0.3%+1.4%0.016%
4/12/2024Lane & Associates LLC1,804$347K0.2%-10.4%0.005%
4/12/2024 Bridge City Capital LLC11,032$2.13M0.8%+0.8%0.029%
4/11/2024 Shilanski & Associates Inc.8,440$1.63M0.6%N/A0.022%
4/10/2024 Park Avenue Securities LLC2,407$464K0.0%-22.9%0.006%
4/5/2024 First Hawaiian Bank5,855$1.13M0.0%-2.5%0.015%
4/5/2024 GAMMA Investing LLC215$41K0.0%+39.6%0.001%
4/5/2024 Los Angeles Capital Management LLC1,048$202K0.0%N/A0.003%
3/29/2024Kapitalo Investimentos Ltda1,126$193K0.0%-29.2%0.003%
3/11/2024Vanguard Group Inc.3,694,904$632.01M0.0%-3.2%9.553%
3/5/2024 Fisher Asset Management LLC305,564$52.27M0.0%-15.4%0.790%
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3/5/2024Wellington Management Group LLP166,245$28.44M0.0%+3.3%0.430%
3/5/2024CCM Investment Advisers LLC87,534$14.97M1.8%+1.1%0.226%
3/1/2024Goldman Sachs Group Inc.146,745$25.10M0.0%+0.4%0.390%
2/28/2024American International Group Inc.46,820$8.01M0.0%-4.7%0.124%
2/26/2024Virtu Financial LLC1,510$258K0.0%N/A0.004%
2/26/2024Teachers Retirement System of The State of Kentucky11,596$1.98M0.0%-4.9%0.031%
2/22/2024Scarborough Advisors LLC1,078$184K0.0%N/A0.003%
2/14/2024Frontier Capital Management Co. LLC199,955$34.20M0.3%-19.5%0.531%
2/14/2024Hancock Whitney Corp22,607$3.87M0.1%+9.6%0.060%
2/14/2024Hotchkis & Wiley Capital Management LLC371,495$63.54M0.2%-37.6%0.986%
(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, 425 institutional investors and hedge funds held shares of Evercore. The most heavily invested institutionals were Vanguard Group Inc. ($702.14M), Boston Partners ($283.99M), BlackRock Inc. ($272.34M), JPMorgan Chase & Co. ($191.00M), Massachusetts Financial Services Co. MA ($181.06M), TD Asset Management Inc ($155.44M), and Dimensional Fund Advisors LP ($146.91M).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 353 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 ($1.28M), TD Asset Management Inc ($820.58K), ProShare Advisors LLC ($547.68K), Jacobs Levy Equity Management Inc. ($439.62K), Lord Abbett & CO. LLC ($400.73K), Norges Bank ($393.04K), and Hotchkis & Wiley Capital Management LLC ($374.29K).

How much institutional buying is happening at Evercore?

Institutional investors have bought a total of 12,385,589 shares in the last 24 months. This purchase volume represents approximately $1.58B in transactions.

Which Evercore major shareholders have been selling company stock?

Of the 248 institutional investors that sold Evercore stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lord Abbett & CO. LLC ($771.84K), Vanguard Group Inc. ($495.19K), Allspring Global Investments Holdings LLC ($373.82K), JPMorgan Chase & Co. ($298.13K), BlackRock Inc. ($272.27K), Renaissance Technologies LLC ($271.70K), and Envestnet Asset Management Inc. ($248.29K).

How much institutional selling is happening at Evercore?

Institutional investors have sold a total of 7,400,738 shares in the last 24 months. This volume of shares sold represents approximately $918.07M in transactions.


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This page (NYSE:EVR) was last updated on 5/12/2024 by MarketBeat.com Staff

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