Evercore (EVR) Institutional Ownership $231.81 -4.69 (-1.98%) As of 10:17 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Evercore (NYSE:EVR)CurrentInstitutional OwnershipPercentage86.23%Number ofInstitutional Buyers(last 12 months)389TotalInstitutional Inflows(last 12 months)$2.35BNumber ofInstitutional Sellers(last 12 months)233TotalInstitutional Outflows(last 12 months)$1.85B 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. Email Address Skip Chart & View Institutional Buying and Selling Data EVR Institutional Buying and Selling by Quarter Evercore Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/20/2025Intech Investment Management LLC46,654$9.32M0.1%+74.0%0.119% 5/20/2025 Focus Partners Wealth21,787$4.35M0.0%+2.0%0.056% 5/20/2025Ransom Advisory Ltd3,450$689K0.3%N/A0.009% 5/19/2025 Bayforest Capital Ltd2,005$400K0.2%N/A0.005% 5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC105,398$21.05M0.0%+0.3%0.269% 5/16/2025 United Services Automobile Association2,351$469K0.0%N/A0.006% 5/16/2025 Great Lakes Advisors LLC85,709$17.12M0.2%-3.4%0.219% 5/16/2025 Caxton Associates LLP1,983$396K0.0%N/A0.005% 5/16/2025 Voleon Capital Management LP 2,004$400K0.0%N/A0.005% 5/16/2025 Goldman Sachs Group Inc.311,032$62.12M0.0%+1.9%0.795% Get the Latest News and Ratings for EVR and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Evercore and its competitors with MarketBeat's FREE daily newsletter. 5/16/2025 Jones Financial Companies Lllp130,482$26.06M0.0%+14,333.8%0.334% 5/16/2025 Teza Capital Management LLC1,083$216K0.1%+11.2%0.003% 5/16/2025 NewEdge Advisors LLC350$70K0.0%-69.5%0.001% 5/16/2025 Nitorum Capital L.P.48,828$9.75M1.4%-20.9%0.125% 5/16/2025 Jacobs Levy Equity Management Inc.139,060$27.77M0.1%-48.8%0.355% 5/16/2025 Hancock Whitney Corp10,212$2.04M0.1%-8.3%0.026% 5/16/2025 EFG Asset Management North America Corp.13,109$2.62M0.4%-15.4%0.034% 5/16/2025 Eminence Capital LP534,375$106.73M1.8%N/A1.366% 5/16/2025 Cinctive Capital Management LP7,824$1.56M0.1%N/A0.020% 5/16/2025 AQR Capital Management LLC486,365$94.44M0.1%+134.5%1.243% 5/16/2025 Advisors Asset Management Inc.5,057$1.01M0.0%-41.9%0.013% 5/16/2025 Amundi98,857$19.74M0.0%+184.7%0.253% 5/16/2025 Adage Capital Partners GP L.L.C.118,000$23.57M0.0%N/A0.302% 5/15/2025 Federation des caisses Desjardins du Quebec9,281$1.85M0.0%+19.2%0.024% 5/15/2025 EP Wealth Advisors LLC1,453$290K0.0%-6.0%0.004% 5/15/2025 Focus Partners Advisor Solutions LLC1,419$283K0.0%N/A0.004% 5/15/2025 Royal Bank of Canada35,747$7.14M0.0%-37.4%0.091% 5/15/2025 Alamea Verwaltungs GmbH1,870$373K0.3%N/A0.005% 5/15/2025 Centric Wealth Management15,303$3.06M0.8%+3.0%0.039% 5/15/2025 Baird Financial Group Inc.3,082$616K0.0%+39.9%0.008% 5/15/2025 The Manufacturers Life Insurance Company 155,470$31.05M0.0%+424.4%0.397% 5/15/2025 Magnetar Financial LLC1,934$386K0.0%-12.6%0.005% 5/15/2025 Driehaus Capital Management LLC127,278$25.42M0.2%-49.6%0.325% 5/15/2025 Canada Pension Plan Investment Board62,300$12.44M0.0%+70.7%0.159% 5/15/2025 State of Wyoming531$106K0.0%N/A0.001% 5/15/2025 Trexquant Investment LP68,889$13.76M0.2%+47.5%0.176% 5/15/2025 Itau Unibanco Holding S.A.7,500$1.50M0.1%+240.9%0.019% 5/15/2025 Eisler Capital Management Ltd.39,413$7.87M0.1%N/A0.101% 5/14/2025 B. Metzler seel. Sohn & Co. AG16,440$3.28M0.0%+11.9%0.042% 5/14/2025 Ieq Capital LLC15,847$3.17M0.0%+48.0%0.041% Did you know you can now trade Bitcoin in your regular brokerage account? (Ad)We’re on the edge of what could be a massive parabolic move in Bitcoin that pushes the price past all-time highs… and over $100K. There was a little-known move by the NYSE in late 2021 that opened up a “loophole” for anyone with a regular brokerage account to take advantage of Bitcoin. Combined with a Trump presidency—who says he wants to be known as the first “Crypto President”—this creates an unprecedented opportunity. You’ll want to see the explosive opportunity that looks ready to surge in the days and weeks ahead5/14/2025 Epoch Investment Partners Inc.137,059$27.37M0.1%+126.0%0.350% 5/14/2025 Ceredex Value Advisors LLC41,300$8.25M0.2%+13.9%0.106% 5/14/2025 FORA Capital LLC4,037$806K0.1%N/A0.010% 5/14/2025 Cramer Rosenthal Mcglynn LLC92,764$18.53M1.3%+22.5%0.237% 5/14/2025 Corebridge Financial Inc.39,106$7.81M0.0%-2.4%0.100% 5/14/2025 Comerica Bank14,567$2.91M0.0%-5.0%0.037% 5/14/2025 MetLife Investment Management LLC19,661$3.93M0.0%-1.5%0.050% 5/14/2025 Campbell & CO Investment Adviser LLC18,435$3.68M0.3%+228.7%0.047% 5/14/2025 Jump Financial LLC44,918$8.97M0.1%+2,882.6%0.115% 5/14/2025 SVB Wealth LLC296$59K0.0%N/A0.001% 5/14/2025 Legend Financial Advisors Inc.3,182$636K0.5%N/A0.008% 5/14/2025 Cadence Bank6,027$1.20M0.1%+1.1%0.015% 5/14/2025 Bahl & Gaynor Inc.447,536$89.38M0.5%-0.3%1.144% 5/14/2025 Caitlin John LLC2,759$551K0.5%-58.8%0.007% 5/14/2025 Northwestern Mutual Wealth Management Co.168,644$33.68M0.0%+2,975.2%0.431% 5/14/2025 AlphaQuest LLC8,438$1.69M0.2%+4,140.2%0.022% 5/14/2025 Channing Capital Management LLC36,874$7.36M0.2%-72.1%0.094% 5/14/2025 Summit Financial LLC1,548$309K0.0%+60.9%0.004% 5/14/2025 Price T Rowe Associates Inc. MD513,161$102.49M0.0%+58.7%1.312% 5/14/2025 Capital Fund Management S.A.41,795$8.35M0.0%N/A0.107% 5/14/2025 BI Asset Management Fondsmaeglerselskab A S270$54K0.0%N/A0.001% 5/14/2025 Hsbc Holdings PLC10,779$2.11M0.0%+90.4%0.028% 5/14/2025 Fuller & Thaler Asset Management Inc.685,544$136.92M0.5%-1.0%1.752% 5/14/2025 Quantbot Technologies LP16,791$3.35M0.1%+23.6%0.043% 5/14/2025 Wellington Management Group LLP169,577$33.87M0.0%-80.2%0.433% 5/13/2025 Northern Trust Corp295,093$58.94M0.0%-2.1%0.754% 5/13/2025 Brooklyn Investment Group742$148K0.0%+46.9%0.002% 5/13/2025 Raymond James Financial Inc.151,801$30.32M0.0%-26.0%0.388% 5/13/2025 Cresset Asset Management LLC39,801$7.95M0.0%-0.6%0.102% 5/13/2025 Nations Financial Group Inc. IA ADV7,566$1.51M0.1%+3.2%0.019% 5/13/2025 American Century Companies Inc.100,997$20.17M0.0%-32.7%0.258% 5/13/2025 Brandywine Global Investment Management LLC45,136$9.02M0.1%+22.6%0.115% 5/13/2025 Dimensional Fund Advisors LP560,964$112.03M0.0%+17.9%1.434% 5/13/2025 Fox Run Management L.L.C.2,780$555K0.1%N/A0.007% 5/13/2025 Cookson Peirce & Co. Inc.1,522$304K0.0%-98.9%0.004% 5/13/2025 Vestmark Advisory Solutions Inc.4,205$840K0.0%+45.3%0.011% 5/13/2025 Lord Abbett & CO. LLC123,569$24.68M0.1%-83.6%0.316% 5/13/2025 Sit Investment Associates Inc.4,865$972K0.0%+9.3%0.012% 5/13/2025 Boston Partners1,539,027$307.04M0.4%+5.0%3.934% 5/13/2025 Caitong International Asset Management Co. Ltd144$29K0.0%-65.0%0.000% 5/13/2025 Russell Investments Group Ltd.31,513$6.29M0.0%-59.0%0.081% 5/13/2025 Tlwm3,771$753K0.2%+5.6%0.010% 5/13/2025 HighTower Advisors LLC6,968$1.39M0.0%+1.6%0.018% 5/12/2025 AGF Management Ltd.71,505$14.28M0.1%+85.2%0.183% 5/12/2025 Public Sector Pension Investment Board46,000$9.19M0.0%N/A0.118% 5/12/2025 Nuveen LLC228,331$45.60M0.0%N/A0.584% 5/12/2025 Aigen Investment Management LP4,949$988K0.2%+512.5%0.013% 5/12/2025 Entropy Technologies LP2,908$581K0.1%-40.7%0.007% 5/12/2025 Invesco Ltd.866,877$173.13M0.0%-39.1%2.216% 5/12/2025 Global Alpha Capital Management Ltd.191,385$38.22M2.8%+27.6%0.489% Did you know you can now trade Bitcoin in your regular brokerage account? (Ad)We’re on the edge of what could be a massive parabolic move in Bitcoin that pushes the price past all-time highs… and over $100K. There was a little-known move by the NYSE in late 2021 that opened up a “loophole” for anyone with a regular brokerage account to take advantage of Bitcoin. Combined with a Trump presidency—who says he wants to be known as the first “Crypto President”—this creates an unprecedented opportunity. You’ll want to see the explosive opportunity that looks ready to surge in the days and weeks ahead5/12/2025 Townsquare Capital LLC4,681$935K0.0%+13.0%0.012% 5/12/2025 Zions Bancorporation National Association UT3,150$629K0.0%N/A0.008% 5/12/2025 Savvy Advisors Inc.1,168$233K0.0%+25.7%0.003% 5/12/2025 National Bank of Canada FI90,127$18M0.0%+11,484.4%0.230% 5/12/2025 Citigroup Inc.100,746$20.12M0.0%+491.2%0.258% 5/12/2025 Swiss National Bank70,100$14M0.0%-2.1%0.179% 5/12/2025 Wambolt & Associates LLC6,103$1.22M0.4%-2.2%0.016% 5/12/2025 Maryland State Retirement & Pension System1,676$335K0.0%-18.2%0.004% 5/9/2025 Headlands Technologies LLC1,533$306K0.0%+7.1%0.004% 5/9/2025 Deutsche Bank AG8,164$1.63M0.0%-50.8%0.021% (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, 577 institutional investors and hedge funds held shares of Evercore. The most heavily invested institutionals were Vanguard Group Inc. ($771.46M), Boston Partners ($307.04M), FMR LLC ($286.67M), State Street Corp ($278.46M), TD Asset Management Inc. ($265.08M), Geode Capital Management LLC ($206.34M), and Invesco Ltd. ($173.13M).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 488 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 ($1.39M), TD Asset Management Inc ($1.04M), FMR LLC ($962.62K), Norges Bank ($873.78K), 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 16,897,855 shares in the last 24 months. This purchase volume represents approximately $3.44B in transactions. Which Evercore major shareholders have been selling company stock? Of the 306 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 ($1.35M), Lord Abbett & CO. LLC ($799.41K), Invesco Ltd. ($556.88K), JPMorgan Chase & Co. ($537.91K), Vanguard Group Inc. ($500.98K), Millennium Management LLC ($404.05K), and TD Asset Management Inc ($386.44K). How much institutional selling is happening at Evercore? Institutional investors have sold a total of 11,746,156 shares in the last 24 months. This volume of shares sold represents approximately $2.44B in transactions. Related Companies Raymond James Major Shareholders LPL Financial Major Shareholders Stifel Financial Major Shareholders Lazard Major Shareholders Piper Sandler Companies Major Shareholders BGC Group Major Shareholders Oppenheimer Major Shareholders Morgan Stanley Major Shareholders The Goldman Sachs Group Major Shareholders Charles Schwab Major Shareholders This page (NYSE:EVR) was last updated on 5/21/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... 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