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Evercore (EVR) Institutional Ownership

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$342.79 -0.56 (-0.16%)
Closing price 09/12/2025 03:59 PM Eastern
Extended Trading
$340.80 -1.99 (-0.58%)
As of 09/12/2025 06:13 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)
451
Total
Institutional Inflows
(last 12 months)
$3.76B
Number of
Institutional Sellers
(last 12 months)
261
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
9/12/2025 Valeo Financial Advisors LLC920$248K0.0%N/A0.002%
8/27/2025 Orion Porfolio Solutions LLC12,672$3.42M0.0%+11.1%0.033%
8/26/2025 Thrivent Financial for Lutherans19,701$5.32M0.0%-67.4%0.051%
8/25/2025 Neuberger Berman Group LLC5,583$1.51M0.0%-26.3%0.014%
8/19/2025 Advisory Services Network LLC13,469$3.64M0.1%-20.9%0.035%
8/19/2025 State of Wyoming2,116$571K0.1%+298.5%0.005%
8/19/2025 Pitcairn Co.2,413$652K0.0%-15.3%0.006%
8/18/2025 Westwood Holdings Group Inc.82,846$22.37M0.2%N/A0.215%
8/18/2025 Castleark Management LLC27,400$7.40M0.2%-31.5%0.071%
8/15/2025 CANADA LIFE ASSURANCE Co28,458$7.69M0.0%-2.5%0.074%
8/15/2025 Tower Research Capital LLC TRC 3,235$874K0.0%+105.4%0.008%
8/15/2025 Corient Private Wealth LLC8,846$2.39M0.0%-5.2%0.023%
8/15/2025 WealthCollab LLC238$64K0.0%+41.7%0.001%
8/15/2025 Morse Asset Management Inc39,186$10.58M2.3%-6.5%0.100%
8/15/2025 Captrust Financial Advisors10,405$2.81M0.0%+57.1%0.027%
8/15/2025 Vident Advisory LLC2,541$686K0.0%-47.9%0.006%
8/15/2025 Two Sigma Securities LLC2,660$718K0.1%N/A0.007%
8/15/2025 Tidal Investments LLC2,595$701K0.0%+13.6%0.007%
8/15/2025 Smartleaf Asset Management LLC112$30K0.0%-39.1%0.000%
8/15/2025 Sandler Capital Management4,600$1.24M0.3%N/A0.012%
8/15/2025 Oxford Asset Management LLP2,780$751K0.3%N/A0.007%
8/15/2025 Orion Porfolio Solutions LLC561,636$151.65M1.1%+4,825.3%1.436%
8/15/2025 MML Investors Services LLC3,754$1.01M0.0%-25.9%0.010%
8/15/2025 Man Group plc53,521$14.45M0.0%-40.1%0.137%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.862$233K0.0%N/A0.002%
8/15/2025 Holocene Advisors LP173,271$46.79M0.1%+206.4%0.443%
8/15/2025 Eminence Capital LP447,048$120.71M1.5%-16.3%1.143%
8/15/2025 BNP Paribas Financial Markets15,149$4.09M0.0%-69.7%0.039%
8/15/2025 Brevan Howard Capital Management LP6,485$1.75M0.0%-65.2%0.017%
8/15/2025 Balyasny Asset Management L.P.195,785$52.87M0.1%N/A0.500%
8/15/2025 Bank of America Corp DE278,622$75.23M0.0%-5.7%0.712%
8/15/2025 Ameriprise Financial Inc.58,152$15.70M0.0%-1.6%0.149%
8/15/2025 AQR Capital Management LLC872,844$235.69M0.2%+79.5%2.231%
8/14/2025 PDT Partners LLC2,000$540K0.0%N/A0.005%
8/14/2025 Alamea Verwaltungs GmbH1,481$400K0.3%-20.8%0.004%
8/14/2025 Basswood Capital Management L.L.C.96,647$26.10M1.2%+26.5%0.247%
8/14/2025 Lighthouse Investment Partners LLC20,930$5.65M0.2%N/A0.054%
8/14/2025 California State Teachers Retirement System33,709$9.10M0.0%+0.2%0.086%
8/14/2025 Raymond James Financial Inc.195,277$52.73M0.0%+28.6%0.499%
8/14/2025 Maverick Capital Ltd.169,745$45.84M0.7%N/A0.434%
8/14/2025 Canada Pension Plan Investment Board67,700$18.28M0.0%+8.7%0.173%
8/14/2025 Quantinno Capital Management LP94,077$25.40M0.1%+150.5%0.240%
8/14/2025 Diversify Wealth Management LLC1,787$483K0.0%-6.6%0.005%
8/14/2025 Alliancebernstein L.P.58,417$15.77M0.0%-0.2%0.149%
8/14/2025 Ieq Capital LLC54,716$14.77M0.1%+245.3%0.140%
8/14/2025 Osterweis Capital Management Inc.120$32K0.0%N/A0.000%
8/14/2025 Treasurer of the State of North Carolina68,191$18.41M0.1%+99.7%0.174%
8/14/2025 The Manufacturers Life Insurance Company 209,622$56.60M0.1%+34.8%0.536%
8/14/2025 Investment House LLC850$230K0.0%N/A0.002%
8/14/2025 BNP Paribas3,450$932K0.0%-15.8%0.009%
8/14/2025 Sei Investments Co.77,861$21.02M0.0%+208.4%0.199%
8/14/2025 Heritage Wealth Management Inc.1,000$270K0.1%N/A0.003%
8/14/2025 Frontier Capital Management Co. LLC44,054$11.90M0.1%-7.9%0.113%
8/14/2025 Qube Research & Technologies Ltd16,220$4.38M0.0%-96.8%0.041%
8/14/2025 State Street Corp1,129,645$305.03M0.0%-0.7%2.888%
8/14/2025 Certuity LLC1,099$297K0.0%N/A0.003%
8/14/2025 Bain Capital Public Equity Management II LLC247,444$66.82M3.2%N/A0.633%
8/14/2025 WINTON GROUP Ltd29,430$7.95M0.4%+526.7%0.075%
8/14/2025 Natixis29,645$8.01M0.0%N/A0.076%
8/14/2025 California Public Employees Retirement System67,105$18.12M0.0%+0.1%0.172%
8/14/2025 Cerity Partners LLC41,290$11.15M0.0%+55.8%0.106%
8/13/2025 Cresset Asset Management LLC40,847$11.03M0.0%+2.6%0.104%
8/13/2025 Marshall Wace LLP11,695$3.16M0.0%-62.9%0.030%
8/13/2025 Epoch Investment Partners Inc.56,722$15.32M0.1%-58.6%0.145%
8/13/2025 QSV Equity Investors LLC7,852$2.12M2.2%-1.6%0.020%
8/13/2025 Great Diamond Partners LLC3,631$980K0.2%-61.9%0.009%
8/13/2025 Baird Financial Group Inc.3,666$990K0.0%+18.9%0.009%
8/13/2025 Bridge City Capital LLC12,767$3.45M1.0%-1.4%0.033%
8/13/2025 First Trust Advisors LP38,785$10.47M0.0%+2,885.8%0.099%
8/13/2025 Guggenheim Capital LLC18,575$5.02M0.0%-4.9%0.047%
8/13/2025 Channing Capital Management LLC363,702$98.21M2.7%+886.3%0.930%
8/13/2025 EverSource Wealth Advisors LLC1,483$400K0.0%+96.7%0.004%
8/13/2025 Invesco Ltd.1,407,278$379.99M0.1%+62.3%3.597%
8/13/2025 Granite Investment Partners LLC64,690$17.47M0.9%N/A0.165%
8/13/2025 Arrowstreet Capital Limited Partnership3,904$1.05M0.0%N/A0.010%
8/13/2025 M&T Bank Corp1,705$460K0.0%+11.7%0.004%
8/13/2025 Fisher Asset Management LLC319,773$86.35M0.0%-10.0%0.817%
8/13/2025 Edgestream Partners L.P.14,181$3.83M0.1%+195.6%0.036%
8/13/2025 Shelton Capital Management1,268$342K0.0%-3.1%0.003%
8/13/2025 New York State Common Retirement Fund102,067$27.56M0.0%+373.4%0.261%
8/13/2025 Schroder Investment Management Group201,095$54.08M0.0%+146.4%0.514%
8/13/2025 Neuberger Berman Group LLC5,583$1.51M0.0%-26.3%0.014%
8/13/2025 Ceredex Value Advisors LLC130,250$35.17M0.8%+215.4%0.333%
8/13/2025 F m Investments LLC10,618$2.87M0.1%+3.7%0.027%
8/13/2025 Norges Bank581,678$157.07M0.0%N/A1.487%
8/13/2025 Hsbc Holdings PLC6,028$1.64M0.0%-44.1%0.015%
8/13/2025 Capital Fund Management S.A.46,536$12.57M0.0%+11.3%0.119%
8/13/2025 Northwestern Mutual Wealth Management Co.9,179$2.48M0.0%-94.6%0.023%
8/13/2025 State Board of Administration of Florida Retirement System39,240$10.60M0.0%+8.3%0.100%
8/13/2025 Elevation Point Wealth Partners LLC204$55K0.0%-89.0%0.001%
8/13/2025 Quadrant Capital Group LLC1,432$387K0.0%-18.1%0.004%
8/13/2025 Wambolt & Associates LLC5,603$1.55M0.5%-8.2%0.014%
8/13/2025 Choreo LLC2,621$708K0.0%-1.9%0.007%
8/13/2025 Northwest & Ethical Investments L.P.1,700$458K0.0%N/A0.004%
8/13/2025 Russell Investments Group Ltd.47,396$12.80M0.0%+50.4%0.121%
8/12/2025 Inceptionr LLC983$265K0.1%-71.1%0.003%
8/12/2025 Advisors Asset Management Inc.6,308$1.70M0.0%+24.7%0.016%
8/12/2025 Steward Partners Investment Advisory LLC209$57K0.0%+154.9%0.001%
8/12/2025Jefferies Financial Group Inc.796$215K0.0%-97.7%0.002%
8/12/2025 Prudential Financial Inc.22,505$6.66M0.0%+4.3%0.058%
(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, 615 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 540 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 14,826,912 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 261 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 9,010,434 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 9/14/2025 by MarketBeat.com Staff
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