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Evercore (EVR) Institutional Ownership

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$329.23 -4.78 (-1.43%)
Closing price 10/3/2025 03:59 PM Eastern
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$329.12 -0.11 (-0.03%)
As of 10/3/2025 07:28 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)
452
Total
Institutional Inflows
(last 12 months)
$3.76B
Number of
Institutional Sellers
(last 12 months)
262
Total
Institutional Outflows
(last 12 months)
$2.20B
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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
10/3/2025 Jackson Wealth Management LLC39,458$13.31M1.3%+1.3%0.102%
10/3/2025 Aaron Wealth Advisors LLC1,108$374K0.0%N/A0.003%
10/2/2025 Central Pacific Bank Trust Division610$206K0.0%-14.1%0.002%
10/2/2025 GAMMA Investing LLC1,049$354K0.0%+15.5%0.003%
9/26/2025Corient Private Wealth LLC8,846$2.39M0.0%-5.2%0.023%
9/24/2025Texas Permanent School Fund Corp60,136$16.24M0.2%-14.5%0.156%
9/12/2025Valeo Financial Advisors LLC920$248K0.0%N/A0.002%
8/27/2025Orion Porfolio Solutions LLC12,672$3.42M0.0%+11.1%0.033%
8/26/2025Thrivent Financial for Lutherans19,701$5.32M0.0%-67.4%0.051%
8/25/2025Neuberger Berman Group LLC5,583$1.51M0.0%-26.3%0.014%
8/19/2025Advisory Services Network LLC13,469$3.64M0.1%-20.9%0.035%
8/19/2025State of Wyoming2,116$571K0.1%+298.5%0.005%
8/19/2025Pitcairn Co.2,413$652K0.0%-15.3%0.006%
8/18/2025Westwood Holdings Group Inc.82,846$22.37M0.2%N/A0.215%
8/18/2025Castleark Management LLC27,400$7.40M0.2%-31.5%0.071%
8/15/2025CANADA LIFE ASSURANCE Co28,458$7.69M0.0%-2.5%0.074%
8/15/2025Tower Research Capital LLC TRC 3,235$874K0.0%+105.4%0.008%
8/15/2025Corient Private Wealth LLC8,846$2.39M0.0%-5.2%0.023%
8/15/2025WealthCollab LLC238$64K0.0%+41.7%0.001%
8/15/2025Morse Asset Management Inc39,186$10.58M2.3%-6.5%0.100%
8/15/2025Captrust Financial Advisors10,405$2.81M0.0%+57.1%0.027%
8/15/2025Vident Advisory LLC2,541$686K0.0%-47.9%0.006%
8/15/2025Two Sigma Securities LLC2,660$718K0.1%N/A0.007%
8/15/2025Tidal Investments LLC2,595$701K0.0%+13.6%0.007%
8/15/2025Smartleaf Asset Management LLC112$30K0.0%-39.1%0.000%
8/15/2025Sandler Capital Management4,600$1.24M0.3%N/A0.012%
8/15/2025Oxford Asset Management LLP2,780$751K0.3%N/A0.007%
8/15/2025Orion Porfolio Solutions LLC561,636$151.65M1.1%+4,825.3%1.436%
8/15/2025MML Investors Services LLC3,754$1.01M0.0%-25.9%0.010%
8/15/2025Man Group plc53,521$14.45M0.0%-40.1%0.137%
8/15/2025Meiji Yasuda Asset Management Co Ltd.862$233K0.0%N/A0.002%
8/15/2025Holocene Advisors LP173,271$46.79M0.1%+206.4%0.443%
8/15/2025Eminence Capital LP447,048$120.71M1.5%-16.3%1.143%
8/15/2025BNP Paribas Financial Markets15,149$4.09M0.0%-69.7%0.039%
8/15/2025Brevan Howard Capital Management LP6,485$1.75M0.0%-65.2%0.017%
8/15/2025Balyasny Asset Management L.P.195,785$52.87M0.1%N/A0.500%
8/15/2025Bank of America Corp DE278,622$75.23M0.0%-5.7%0.712%
8/15/2025Ameriprise Financial Inc.58,152$15.70M0.0%-1.6%0.149%
8/15/2025AQR Capital Management LLC872,844$235.69M0.2%+79.5%2.231%
8/14/2025PDT Partners LLC2,000$540K0.0%N/A0.005%
8/14/2025Alamea Verwaltungs GmbH1,481$400K0.3%-20.8%0.004%
8/14/2025Basswood Capital Management L.L.C.96,647$26.10M1.2%+26.5%0.247%
8/14/2025Lighthouse Investment Partners LLC20,930$5.65M0.2%N/A0.054%
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%
8/14/2025Natixis29,645$8.01M0.0%N/A0.076%
8/14/2025California Public Employees Retirement System67,105$18.12M0.0%+0.1%0.172%
8/14/2025Cerity Partners LLC41,290$11.15M0.0%+55.8%0.106%
8/13/2025Cresset Asset Management LLC40,847$11.03M0.0%+2.6%0.104%
8/13/2025Marshall Wace LLP11,695$3.16M0.0%-62.9%0.030%
8/13/2025Epoch Investment Partners Inc.56,722$15.32M0.1%-58.6%0.145%
8/13/2025QSV Equity Investors LLC7,852$2.12M2.2%-1.6%0.020%
8/13/2025Great Diamond Partners LLC3,631$980K0.2%-61.9%0.009%
8/13/2025Baird Financial Group Inc.3,666$990K0.0%+18.9%0.009%
8/13/2025Bridge City Capital LLC12,767$3.45M1.0%-1.4%0.033%
8/13/2025First Trust Advisors LP38,785$10.47M0.0%+2,885.8%0.099%
8/13/2025Guggenheim Capital LLC18,575$5.02M0.0%-4.9%0.047%
8/13/2025Channing Capital Management LLC363,702$98.21M2.7%+886.3%0.930%
8/13/2025EverSource Wealth Advisors LLC1,483$400K0.0%+96.7%0.004%
8/13/2025Invesco Ltd.1,407,278$379.99M0.1%+62.3%3.597%
8/13/2025Granite Investment Partners LLC64,690$17.47M0.9%N/A0.165%
8/13/2025Arrowstreet Capital Limited Partnership3,904$1.05M0.0%N/A0.010%
8/13/2025M&T Bank Corp1,705$460K0.0%+11.7%0.004%
8/13/2025Fisher Asset Management LLC319,773$86.35M0.0%-10.0%0.817%
8/13/2025Edgestream Partners L.P.14,181$3.83M0.1%+195.6%0.036%
8/13/2025Shelton Capital Management1,268$342K0.0%-3.1%0.003%
8/13/2025New York State Common Retirement Fund102,067$27.56M0.0%+373.4%0.261%
8/13/2025Schroder Investment Management Group201,095$54.08M0.0%+146.4%0.514%
8/13/2025Neuberger Berman Group LLC5,583$1.51M0.0%-26.3%0.014%
8/13/2025Ceredex Value Advisors LLC130,250$35.17M0.8%+215.4%0.333%
8/13/2025F m Investments LLC10,618$2.87M0.1%+3.7%0.027%
8/13/2025Norges Bank581,678$157.07M0.0%N/A1.487%
8/13/2025Hsbc Holdings PLC6,028$1.64M0.0%-44.1%0.015%
8/13/2025Capital Fund Management S.A.46,536$12.57M0.0%+11.3%0.119%
8/13/2025Northwestern Mutual Wealth Management Co.9,179$2.48M0.0%-94.6%0.023%
8/13/2025State Board of Administration of Florida Retirement System39,240$10.60M0.0%+8.3%0.100%
8/13/2025Elevation Point Wealth Partners LLC204$55K0.0%-89.0%0.001%
8/13/2025Quadrant Capital Group LLC1,432$387K0.0%-18.1%0.004%
8/13/2025Wambolt & Associates LLC5,603$1.55M0.5%-8.2%0.014%
8/13/2025Choreo LLC2,621$708K0.0%-1.9%0.007%
8/13/2025Northwest & Ethical Investments L.P.1,700$458K0.0%N/A0.004%
(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, 616 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 541 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), AQR Capital Management LLC ($751.78K), and Lord Abbett & CO. LLC ($650.48K).

How much institutional buying is happening at Evercore?

Institutional investors have bought a total of 14,818,261 shares in the last 24 months. This purchase volume represents approximately $3.76B in transactions.

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

Of the 262 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 9,017,860 shares in the last 24 months. This volume of shares sold represents approximately $2.20B in transactions.


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This page (NYSE:EVR) was last updated on 10/5/2025 by MarketBeat.com Staff
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