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Evercore (EVR) Institutional Ownership

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$296.93 +3.68 (+1.25%)
Closing price 07/22/2025 03:58 PM Eastern
Extended Trading
$296.15 -0.78 (-0.26%)
As of 07/22/2025 07:29 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.

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

Current
Institutional Ownership
Percentage
86.23%
Number of
Institutional Buyers
(last 12 months)
399
Total
Institutional Inflows
(last 12 months)
$2.35B
Number of
Institutional Sellers
(last 12 months)
239
Total
Institutional Outflows
(last 12 months)
$1.85B
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EVR Institutional Buying and Selling by Quarter

Evercore Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/22/2025Belpointe Asset Management LLC1,194$322K0.0%+11.7%0.003%
7/22/2025Valley National Advisers Inc.5,777$1.56M0.3%-5.6%0.015%
7/22/2025Appleton Partners Inc. MA30,380$8.20M0.6%-13.1%0.078%
7/22/2025SRH Advisors LLC11,525$3.11M0.9%-3.2%0.029%
7/22/2025Valeo Financial Advisors LLC920$248K0.0%N/A0.002%
7/21/2025 Jackson Wealth Management LLC38,955$10.52M1.1%-0.9%0.100%
7/21/2025 Hudson Edge Investment Partners Inc.3,362$908K0.2%+6.5%0.009%
7/21/2025 Matauro LLC876$237K0.0%N/A0.002%
7/18/2025 Consolidated Planning Corp9,409$2.54M0.3%-12.0%0.024%
7/18/2025 O ROURKE & COMPANY Inc2,973$803K0.4%+2.1%0.008%
7/18/2025 Truist Financial Corp10,079$2.72M0.0%+2.7%0.026%
7/17/2025 Greenleaf Trust1,727$466K0.0%-3.0%0.004%
7/17/2025 Campbell Newman Asset Management Inc.10,182$2.75M0.2%+7.1%0.026%
7/17/2025 HB Wealth Management LLC1,361$367K0.0%-10.2%0.003%
7/17/2025 Janney Montgomery Scott LLC2,761$746K0.0%-46.0%0.007%
7/17/2025 Fort Washington Investment Advisors Inc. OH82,670$22.32M0.1%+4.0%0.211%
7/16/2025 Kendall Capital Management880$238K0.1%N/A0.002%
7/16/2025 State of Alaska Department of Revenue4,047$1.09M0.0%-2.4%0.010%
7/16/2025 Banque Pictet & Cie SA2,928$791K0.0%-6.3%0.007%
7/16/2025 Dakota Wealth Management758$205K0.0%N/A0.002%
7/15/2025 Retirement Guys Formula LLC847$229K0.1%N/A0.002%
7/15/2025 TD Private Client Wealth LLC780$211K0.0%-70.9%0.002%
7/15/2025 Public Employees Retirement System of Ohio19,066$5.15M0.0%+16.8%0.049%
7/15/2025 Peregrine Investment Management Inc.25,810$6.97M4.5%+8.9%0.066%
7/15/2025 Norden Group LLC1,061$286K0.0%-17.2%0.003%
7/15/2025 Maseco LLP159$43K0.0%N/A0.000%
7/15/2025 Fifth Third Bancorp9,527$2.57M0.0%+34.0%0.024%
7/15/2025 CCM Investment Advisers LLC56,057$15.14M1.6%+4.9%0.143%
7/14/2025 Opal Wealth Advisors LLC99$27K0.0%N/A0.000%
7/14/2025 GAMMA Investing LLC908$245K0.0%+27.7%0.002%
7/14/2025 Narus Financial Partners LLC979$264K0.1%N/A0.003%
7/14/2025 Park Avenue Securities LLC976$264K0.0%N/A0.002%
7/11/2025 Farther Finance Advisors LLC227$61K0.0%-60.8%0.001%
7/10/2025 Wealth Enhancement Advisory Services LLC12,485$3.59M0.0%+174.0%0.032%
7/10/2025 Wedmont Private Capital860$252K0.0%N/A0.002%
7/9/2025 Sivia Capital Partners LLC1,138$307K0.1%N/A0.003%
7/9/2025 Radnor Capital Management LLC6,565$1.77M0.3%+4.8%0.017%
7/9/2025 Pallas Capital Advisors LLC6,577$1.78M0.1%N/A0.017%
7/9/2025 Gateway Investment Advisers LLC1,050$284K0.0%-3.7%0.003%
7/9/2025 Harbor Capital Advisors Inc.3,556$960K0.0%N/A0.009%
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7/7/2025 OMNI 360 Wealth Inc.895$242K0.1%N/A0.002%
7/2/2025 Central Pacific Bank Trust Division710$192K0.0%-5.3%0.002%
7/1/2025 Harbor Investment Advisory LLC1,060$286K0.0%N/A0.003%
7/1/2025 Kera Capital Partners Inc.1,438$388K0.1%N/A0.004%
6/18/2025Voya Investment Management LLC38,848$7.76M0.0%+26.1%0.099%
6/4/2025 First Hawaiian Bank5,719$1.14M0.1%+6.0%0.015%
6/3/2025Inspire Investing LLC5,180$1.04M0.1%+21.7%0.013%
5/28/2025Strs Ohio95,941$19.16M0.1%N/A0.245%
5/27/2025Advisors Capital Management LLC20,188$4.03M0.1%+17.7%0.052%
5/21/2025Acadian Asset Management LLC4,553$909K0.0%+156.1%0.012%
5/20/2025Intech Investment Management LLC46,654$9.32M0.1%+74.0%0.119%
5/20/2025Focus Partners Wealth21,787$4.35M0.0%+2.0%0.056%
5/20/2025 Ransom Advisory Ltd3,450$689K0.3%N/A0.009%
5/19/2025Bayforest Capital Ltd2,005$400K0.2%N/A0.005%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC105,398$21.05M0.0%+0.3%0.269%
5/16/2025United Services Automobile Association2,351$469K0.0%N/A0.006%
5/16/2025Great Lakes Advisors LLC85,709$17.12M0.2%-3.4%0.219%
5/16/2025Caxton Associates LLP1,983$396K0.0%N/A0.005%
5/16/2025Voleon Capital Management LP 2,004$400K0.0%N/A0.005%
5/16/2025Goldman Sachs Group Inc.311,032$62.12M0.0%+1.9%0.795%
5/16/2025Jones Financial Companies Lllp130,482$26.06M0.0%+14,333.8%0.334%
5/16/2025Teza Capital Management LLC1,083$216K0.1%+11.2%0.003%
5/16/2025NewEdge Advisors LLC350$70K0.0%-69.5%0.001%
5/16/2025Nitorum Capital L.P.48,828$9.75M1.4%-20.9%0.125%
5/16/2025Jacobs Levy Equity Management Inc.139,060$27.77M0.1%-48.8%0.355%
5/16/2025Hancock Whitney Corp10,212$2.04M0.1%-8.3%0.026%
5/16/2025EFG Asset Management North America Corp.13,109$2.62M0.4%-15.4%0.034%
5/16/2025Eminence Capital LP534,375$106.73M1.8%N/A1.366%
5/16/2025Cinctive Capital Management LP7,824$1.56M0.1%N/A0.020%
5/16/2025AQR Capital Management LLC486,365$94.44M0.1%+134.5%1.243%
5/16/2025Advisors Asset Management Inc.5,057$1.01M0.0%-41.9%0.013%
5/16/2025Amundi98,857$19.74M0.0%+184.7%0.253%
5/16/2025Adage Capital Partners GP L.L.C.118,000$23.57M0.0%N/A0.302%
5/15/2025Federation des caisses Desjardins du Quebec9,281$1.85M0.0%+19.2%0.024%
5/15/2025EP Wealth Advisors LLC1,453$290K0.0%-6.0%0.004%
5/15/2025Focus Partners Advisor Solutions LLC1,419$283K0.0%N/A0.004%
5/15/2025Royal Bank of Canada35,747$7.14M0.0%-37.4%0.091%
5/15/2025Alamea Verwaltungs GmbH1,870$373K0.3%N/A0.005%
5/15/2025Centric Wealth Management15,303$3.06M0.8%+3.0%0.039%
5/15/2025Baird Financial Group Inc.3,082$616K0.0%+39.9%0.008%
5/15/2025The Manufacturers Life Insurance Company 155,470$31.05M0.0%+424.4%0.397%
5/15/2025Magnetar Financial LLC1,934$386K0.0%-12.6%0.005%
5/15/2025Driehaus Capital Management LLC127,278$25.42M0.2%-49.6%0.325%
5/15/2025Canada Pension Plan Investment Board62,300$12.44M0.0%+70.7%0.159%
5/15/2025State of Wyoming531$106K0.0%N/A0.001%
5/15/2025Trexquant Investment LP68,889$13.76M0.2%+47.5%0.176%
5/15/2025Itau Unibanco Holding S.A.7,500$1.50M0.1%+240.9%0.019%
5/15/2025Eisler Capital Management Ltd.39,413$7.87M0.1%N/A0.101%
5/14/2025B. Metzler seel. Sohn & Co. AG16,440$3.28M0.0%+11.9%0.042%
5/14/2025Ieq Capital LLC15,847$3.17M0.0%+48.0%0.041%
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5/14/2025Epoch Investment Partners Inc.137,059$27.37M0.1%+126.0%0.350%
5/14/2025Ceredex Value Advisors LLC41,300$8.25M0.2%+13.9%0.106%
5/14/2025FORA Capital LLC4,037$806K0.1%N/A0.010%
5/14/2025Cramer Rosenthal Mcglynn LLC92,764$18.53M1.3%+22.5%0.237%
5/14/2025Corebridge Financial Inc.39,106$7.81M0.0%-2.4%0.100%
5/14/2025Comerica Bank14,567$2.91M0.0%-5.0%0.037%
5/14/2025MetLife Investment Management LLC19,661$3.93M0.0%-1.5%0.050%
5/14/2025Campbell & CO Investment Adviser LLC18,435$3.68M0.3%+228.7%0.047%
5/14/2025Jump Financial LLC44,918$8.97M0.1%+2,882.6%0.115%
5/14/2025SVB Wealth LLC296$59K0.0%N/A0.001%
(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, 585 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 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 499 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: 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 9,778,059 shares in the last 24 months. This purchase volume represents approximately $2.35B in transactions.

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

Of the 238 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), Millennium Management LLC ($404.05K), TD Asset Management Inc ($372.96K), Massachusetts Financial Services Co. MA ($360.36K), and Primecap Management Co. CA ($352.42K).

How much institutional selling is happening at Evercore?

Institutional investors have sold a total of 7,847,882 shares in the last 24 months. This volume of shares sold represents approximately $1.85B in transactions.



This page (NYSE:EVR) was last updated on 7/23/2025 by MarketBeat.com Staff
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