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Evercore (EVR) Institutional Ownership

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$307.08 +11.34 (+3.83%)
As of 01:38 PM 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)
427
Total
Institutional Inflows
(last 12 months)
$2.71B
Number of
Institutional Sellers
(last 12 months)
248
Total
Institutional Outflows
(last 12 months)
$1.91B
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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
8/12/2025Handelsbanken Fonder AB9,137$2.47M0.0%-2.1%0.023%
8/12/2025Ensign Peak Advisors Inc29,477$7.96M0.0%+1.3%0.075%
8/11/2025Dorsey Wright & Associates1,534$414K0.1%-95.6%0.004%
8/11/2025TD Waterhouse Canada Inc.6,328$1.75M0.0%+3.8%0.016%
8/11/2025Primecap Management Co. CA230,720$62.30M0.0%-8.5%0.590%
8/11/2025Wealthspire Advisors LLC980$265K0.0%N/A0.003%
8/11/2025Portside Wealth Group LLC1,200$324K0.0%+28.3%0.003%
8/11/2025Vanguard Group Inc.3,837,425$1.04B0.0%-0.7%9.809%
8/11/2025Intrust Bank NA2,915$787K0.1%+25.5%0.007%
8/11/2025Thames Capital Management LLC21,344$5.76M1.3%N/A0.055%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH16,863$4.55M0.0%-43.7%0.043%
8/11/2025Symphony Financial Ltd. Co.134,603$36.35M0.2%N/A0.344%
8/11/2025Westpac Banking Corp245$66K0.0%N/A0.001%
8/11/2025Waratah Capital Advisors Ltd.65,470$17.68M0.5%-4.9%0.167%
8/8/2025 Rockefeller Capital Management L.P.104,059$28.10M0.1%-1.3%0.266%
8/8/2025 Westwood Holdings Group Inc.82,846$22.37M0.2%N/A0.212%
8/8/2025 Intech Investment Management LLC47,592$12.85M0.1%+2.0%0.122%
8/8/2025 Cetera Investment Advisers4,370$1.18M0.0%-74.4%0.011%
8/8/2025 Creative Planning7,140$1.93M0.0%+23.1%0.018%
8/8/2025 SG Americas Securities LLC2,551$689K0.0%+37.8%0.007%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS9,237$2.49M0.0%+9.1%0.024%
8/8/2025 Olympiad Research LP791$214K0.3%N/A0.002%
8/8/2025 Advisors Capital Management LLC21,610$5.84M0.1%+7.0%0.055%
8/8/2025 Police & Firemen s Retirement System of New Jersey14,005$3.78M0.0%+7.7%0.036%
8/8/2025 Geode Capital Management LLC831,588$224.57M0.0%+7.7%2.126%
8/8/2025 PNC Financial Services Group Inc.3,351$905K0.0%+48.9%0.009%
8/8/2025 TimesSquare Capital Management LLC105,350$28.45M0.4%N/A0.269%
8/8/2025 KBC Group NV985$266K0.0%-38.5%0.003%
8/7/2025 Boston Partners1,720,164$465.42M0.5%+11.8%4.397%
8/7/2025 Allworth Financial LP449$121K0.0%+84.8%0.001%
8/7/2025 Addison Advisors LLC124$33K0.0%+121.4%0.000%
8/7/2025 BOK Financial Private Wealth Inc.2,725$736K0.0%+47.0%0.007%
8/7/2025 ProShare Advisors LLC176,211$47.58M0.1%+63.7%0.450%
8/7/2025 Profund Advisors LLC833$225K0.0%N/A0.002%
8/7/2025 Zions Bancorporation National Association UT3,048$823K0.0%-3.2%0.008%
8/7/2025 Prescott Group Capital Management L.L.C.16,137$4.36M0.5%+62.3%0.041%
8/7/2025 Global Alpha Capital Management Ltd.163,335$44.10M2.7%-14.7%0.418%
8/7/2025 Parkside Financial Bank & Trust666$180K0.0%+33.7%0.002%
8/7/2025Aviva PLC1,958$529K0.0%-31.3%0.005%
8/6/2025 AGF Management Ltd.49,603$13.39M0.1%-30.6%0.127%
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8/6/2025 True Wealth Design LLC92$25K0.0%+360.0%0.000%
8/6/2025Summit Investment Advisors Inc.6,966$1.39M1.1%-1.8%0.018%
8/6/2025 AE Wealth Management LLC2,133$576K0.0%-96.7%0.005%
8/6/2025 Fox Run Management L.L.C.1,741$470K0.1%-37.4%0.004%
8/6/2025 Cornerstone Investment Partners LLC4,376$1.18M0.1%+1.2%0.011%
8/6/2025 Vestmark Advisory Solutions Inc.5,125$1.38M0.0%+21.9%0.013%
8/6/2025 First Eagle Investment Management LLC5,342$1.44M0.0%+10.3%0.014%
8/6/2025 Princeton Capital Management LLC6,465$1.75M0.5%+21.2%0.017%
8/6/2025 Savant Capital LLC12,499$3.38M0.0%+44.8%0.032%
8/6/2025 Cetera Trust Company N.A1,820$491K0.3%+5.8%0.005%
8/6/2025 EFG Asset Management North America Corp.15,335$4.14M0.6%+17.0%0.039%
8/6/2025 First Horizon Advisors Inc.282$76K0.0%-37.3%0.001%
8/6/2025 BNP PARIBAS ASSET MANAGEMENT Holding S.A.70,803$19.12M0.0%-64.0%0.181%
8/5/2025 Huntington National Bank408$110K0.0%+102.0%0.001%
8/5/2025 Bank of New York Mellon Corp357,686$96.58M0.0%-5.7%0.914%
8/5/2025 Bank of Montreal Can7,755$2.09M0.0%-6.6%0.020%
8/5/2025 South Dakota Investment Council6,817$1.84M0.0%-46.8%0.017%
8/5/2025 State of Michigan Retirement System8,605$2.32M0.0%+1.2%0.022%
8/5/2025 Pier Capital LLC3,685$995K0.2%-2.3%0.009%
8/5/2025 Aviance Capital Partners LLC2,368$639K0.1%-9.9%0.006%
8/4/2025 Pinnacle Associates Ltd.19,940$5.38M0.1%N/A0.051%
8/4/2025 Strs Ohio89,881$24.27M0.1%-6.3%0.230%
8/4/2025 Amalgamated Bank16,820$4.54M0.0%+1.6%0.043%
8/4/2025 Atria Investments Inc1,429$386K0.0%-83.2%0.004%
8/4/2025 Savvy Advisors Inc.1,560$421K0.0%+33.6%0.004%
8/4/2025 Retirement Systems of Alabama114,411$30.89M0.1%+0.8%0.292%
8/4/2025 Assetmark Inc.166$45K0.0%-17.8%0.000%
8/4/2025 Keybank National Association OH2,134$576K0.0%+42.3%0.005%
8/4/2025 Hantz Financial Services Inc.126$34K0.0%+6,200.0%0.000%
8/4/2025 Flagship Harbor Advisors LLC2,142$578K0.0%+20.5%0.005%
8/4/2025 Whalen Wealth Management Inc.951$257K0.2%N/A0.002%
8/1/2025 Peregrine Capital Management LLC47,339$12.78M0.4%-16.3%0.121%
8/1/2025 Shilanski & Associates Inc.8,563$2.31M0.7%-1.4%0.022%
8/1/2025 Teacher Retirement System of Texas13,969$3.77M0.0%-5.2%0.036%
8/1/2025 Transcend Capital Advisors LLC767$207K0.0%N/A0.002%
8/1/2025 Bessemer Group Inc.176$48K0.0%+77.8%0.000%
8/1/2025 Envestnet Asset Management Inc.57,916$15.64M0.0%-53.0%0.148%
7/31/2025 Nisa Investment Advisors LLC3,414$922K0.0%-7.4%0.009%
7/31/2025 Oppenheimer Asset Management Inc.1,553$419K0.0%+7.8%0.004%
7/31/2025 University of Texas Texas AM Investment Management Co.24,015$6.49M1.0%N/A0.061%
7/31/2025 Ingalls & Snyder LLC789$213K0.0%N/A0.002%
7/31/2025 Leeward Investments LLC MA40,987$11.07M0.6%N/A0.105%
7/31/2025 Brighton Jones LLC2,366$639K0.0%N/A0.006%
7/31/2025 Linden Thomas Advisory Services LLC1,030$278K0.0%-12.7%0.003%
7/31/2025 Focus Partners Advisor Solutions LLC2,308$623K0.0%+62.6%0.006%
7/31/2025 Fielder Capital Group LLC1,232$333K0.1%+4.9%0.003%
7/31/2025 State of New Jersey Common Pension Fund D11,744$3.17M0.0%+9.9%0.030%
7/31/2025 AlphaQuest LLC711$192K0.0%-91.6%0.002%
7/31/2025 Asset Management One Co. Ltd.4,326$1.17M0.0%N/A0.011%
7/30/2025 Forum Financial Management LP926$250K0.0%N/A0.002%
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7/30/2025 Ethic Inc.1,323$356K0.0%-40.5%0.003%
7/30/2025 Stephens Investment Management Group LLC298,480$80.60M1.1%+4.6%0.763%
7/30/2025 Denali Advisors LLC1,331$359K0.0%-87.1%0.003%
7/30/2025 Cookson Peirce & Co. Inc.975$263K0.0%-35.9%0.002%
7/30/2025 Cullen Frost Bankers Inc.226$61K0.0%N/A0.001%
7/30/2025 Argonautica Private Wealth Management Inc.1,935$522K0.2%-13.5%0.005%
7/30/2025 Legacy Wealth Asset Management LLC4,690$1.27M0.3%+3.8%0.012%
7/29/2025 Stephens Inc. AR1,118$302K0.0%N/A0.003%
7/29/2025 Chicago Partners Investment Group LLC1,126$304K0.0%N/A0.003%
7/29/2025 Planned Solutions Inc.800$216K0.1%N/A0.002%
(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, 602 institutional investors and hedge funds held shares of Evercore. The most heavily invested institutionals were Vanguard Group Inc. ($1.04B), Boston Partners ($465.42M), FMR LLC ($286.67M), State Street Corp ($278.46M), TD Asset Management Inc. ($265.08M), TD Asset Management Inc ($257.98M), and Geode Capital Management LLC ($224.57M).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 522 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: TD Asset Management Inc ($1.33M), FMR LLC ($962.62K), Norges Bank ($873.78K), Price T Rowe Associates Inc. MD ($763.51K), Lord Abbett & CO. LLC ($650.48K), Wellington Management Group LLP ($585.18K), and Eminence Capital LP ($534.38K).

How much institutional buying is happening at Evercore?

Institutional investors have bought a total of 11,002,893 shares in the last 24 months. This purchase volume represents approximately $2.71B in transactions.

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

Of the 247 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), Primecap Management Co. CA ($373.83K), TD Asset Management Inc ($372.96K), and Massachusetts Financial Services Co. MA ($349.78K).

How much institutional selling is happening at Evercore?

Institutional investors have sold a total of 8,017,887 shares in the last 24 months. This volume of shares sold represents approximately $1.91B in transactions.


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This page (NYSE:EVR) was last updated on 8/12/2025 by MarketBeat.com Staff
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