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Evercore (EVR) Institutional Ownership

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$260.50 +1.50 (+0.58%)
As of 12:42 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)
379
Total
Institutional Inflows
(last 12 months)
$1.90B
Number of
Institutional Sellers
(last 12 months)
277
Total
Institutional Outflows
(last 12 months)
$1.93B
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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
10/2/2026Versant Capital Management Inc556$143K0.0%-37.5%0.001%
9/23/2026QRG Capital Management Inc.718$245K0.0%N/A0.002%
9/9/2026Sequoia Financial Advisors LLC21,658$7.40M0.0%+32.3%0.056%
9/9/2026Tidal Investments LLC7,610$2.60M0.0%+55.1%0.020%
9/9/2026WINTON GROUP Ltd1,680$574K0.0%N/A0.004%
9/9/2026Engineers Gate Manager LP42,180$14.40M0.2%-52.3%0.109%
9/9/2026Integrated Wealth Concepts LLC3,659$1.25M0.0%+14.9%0.009%
9/9/2026RFG Advisory LLC3,750$1.28M0.0%N/A0.010%
9/9/2026NewEdge Advisors LLC2,348$802K0.0%+55.6%0.006%
9/9/2026IFP Advisors Inc690$236K0.0%+52.0%0.002%
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9/8/2026Allworth Financial LP2,123$725K0.0%+40.3%0.005%
9/8/2026Arizona State Retirement System10,382$3.55M0.0%-2.3%0.027%
9/8/2026West Family Investments Inc.1,491$509K0.1%N/A0.004%
9/8/2026Waverly Advisors LLC2,037$696K0.0%+6.6%0.005%
9/8/2026Nykredit A S1,039$355K0.0%N/A0.003%
8/27/2026Corient Private Wealth LP40,698$13.90M0.0%-6.8%0.105%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al13,140$4.49M0.0%N/A0.034%
8/23/2026Washington Trust Advisors Inc.6,633$2.27M0.2%-2.2%0.017%
8/23/2026Wedmont Private Capital1,209$405K0.0%+11.8%0.003%
8/23/2026HB Wealth Management LLC3,171$1.08M0.0%+43.6%0.008%
8/22/2026AlphaGrep UK Ltd2,844$971K0.3%N/A0.007%
8/22/2026Syon Capital LLC13,485$4.60M0.2%-13.7%0.035%
8/22/2026denkapparat Operations GmbH1,196$408K0.1%N/A0.003%
8/22/2026TD Waterhouse Canada Inc.74,739$25.51M0.1%-45.0%0.193%
8/22/2026Concurrent Investment Advisors LLC658$225K0.0%-8.5%0.002%
8/21/2026AXQ Capital LP1,093$373K0.0%-85.5%0.003%
8/21/2026Greenspring Advisors LLC808$276K0.0%+4.9%0.002%
8/21/2026Nykredit A S1,039$355K0.0%N/A0.003%
8/20/2026Proficio Capital Partners LLC1,073$366K0.0%N/A0.003%
8/20/2026Jackson Wealth Management LLC3,360$1.15M0.7%-91.5%0.009%
8/19/2026Braun Stacey Associates Inc.107,878$36.83M1.0%-0.1%0.279%
8/19/2026Wellington Management Group LLP624,987$213.40M0.0%+0.3%1.616%
8/18/2026Public Employees Retirement System of Ohio35,269$12.04M0.0%N/A0.091%
8/10/2026Great Lakes Advisors LLC1,315$449K0.0%N/A0.003%
7/10/2026Handelsbanken Fonder AB11,617$3.97M0.0%+9.0%0.030%
7/9/2026First Bank & Trust1,200$410K0.1%-3.8%0.003%
7/9/2026Centurion Wealth Management LLC825$282K0.1%-21.4%0.002%
7/9/2026Legacy Wealth Asset Management LLC3,521$1.20M0.3%-4.1%0.009%
7/8/2026Trust Point Inc.648$221K0.0%N/A0.002%
7/7/2026Dynamic Advisor Solutions LLC2,915$995K0.0%-9.2%0.008%
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7/7/2026GAMMA Investing LLC1,597$545K0.0%+10.2%0.004%
7/7/2026Harbor Investment Advisory LLC1,760$601K0.0%+17.7%0.005%
7/2/2026MassMutual Private Wealth & Trust FSB234$80K0.0%-12.4%0.001%
7/2/2026Versant Capital Management Inc889$304K0.0%+19.3%0.002%
7/2/2026CX Institutional11,612$3.97M0.1%+2.1%0.030%
6/24/2026Basecamp Wealth Advisors LLC89$27K0.0%+304.5%0.000%
6/18/2026Pacer Advisors Inc.4,558$1.36M0.0%-1.6%0.012%
6/16/2026Empowered Funds LLC807$241K0.0%-53.3%0.002%
6/3/2026Parallel Advisors LLC984$294K0.0%+4.1%0.003%
6/3/2026NewEdge Advisors LLC1,509$450K0.0%-13.3%0.004%
5/26/2026Glenmede Trust Co. NA32,471$9.69M0.0%-7.8%0.084%
5/22/2026Segall Bryant & Hamill LLC34,507$10.30M0.1%N/A0.089%
5/21/2026Essential Partners LLC4,004$1.20M0.4%+1.0%0.010%
5/20/2026CCM Investment Advisers LLC54,963$16.41M1.6%-1.6%0.142%
5/19/2026Bank of America Corp DE234,689$70.06M0.0%-2.9%0.607%
5/19/2026Janus Henderson Group PLC127,872$38.17M0.0%+37.4%0.331%
5/19/2026Bull Harbor Capital LLC2,143$640K0.2%N/A0.006%
5/19/2026South Dakota Investment Council8,817$2.63M0.1%+29.3%0.023%
5/18/2026Amundi55,529$16.58M0.0%+435.6%0.144%
5/18/2026EverSource Wealth Advisors LLC2,859$853K0.0%+61.2%0.007%
5/18/2026California State Teachers Retirement System44,866$13.39M0.0%+22.8%0.116%
5/18/2026Royal Bank of Canada47,313$14.12M0.0%+43.1%0.122%
5/18/2026Empowered Funds LLC807$241K0.0%-53.3%0.002%
5/16/2026The Manufacturers Life Insurance Company 161,805$48.30M0.0%-0.2%0.418%
5/16/2026Quantinno Capital Management LP175,633$52.43M0.1%+54.8%0.454%
5/16/2026Polar Asset Management Partners Inc.14,457$4.32M0.1%-66.1%0.037%
5/16/2026SummitTX Capital L.P.24,089$7.19M0.2%+275.6%0.062%
5/16/2026Castleark Management LLC30,416$9.08M0.3%-5.1%0.079%
5/15/2026Waverly Advisors LLC1,910$570K0.0%+92.5%0.005%
5/15/2026Epoch Investment Partners Inc.44,475$13.28M0.1%-17.5%0.115%
5/15/2026Entropy Technologies LP25,911$7.74M0.4%N/A0.067%
5/14/2026Renaissance Technologies LLC173,860$51.90M0.1%+1,178.4%0.449%
5/14/2026Hilltop Holdings Inc.804$240K0.0%-25.3%0.002%
5/14/2026Morningstar Investment Management LLC2,506$748K0.0%N/A0.006%
5/14/2026Public Employees Retirement System of Ohio35,712$10.66M0.0%-1.0%0.092%
5/14/2026Compound Planning Inc.905$270K0.0%-21.4%0.002%
5/14/2026Arrowstreet Capital Limited Partnership232,571$69.43M0.0%N/A0.601%
5/14/2026Inceptionr LLC685$204K0.0%-71.4%0.002%
5/14/2026Sei Investments Co.74,402$22.21M0.0%+21.1%0.192%
5/14/2026Lido Advisors LLC1,203$359K0.0%+7.3%0.003%
5/14/2026State of Wyoming147$44K0.0%-32.9%0.000%
5/13/2026Cetera Investment Advisers7,481$2.23M0.0%+6.3%0.019%
5/13/2026Levin Capital Strategies L.P.1,000$299K0.0%N/A0.003%
5/13/2026NewEdge Wealth LLC990$296K0.0%-11.4%0.003%
5/13/2026First Trust Advisors LP26,644$7.95M0.0%-8.6%0.069%
5/8/2026PNC Financial Services Group Inc.3,719$1.11M0.0%+8.1%0.009%
5/7/2026Earned Wealth Advisors LLC846$252K0.0%+18.2%0.002%
5/7/2026Meeder Advisory Services Inc.971$290K0.0%+11.4%0.002%
5/7/2026WCM Investment Management LLC100,148$28.56M0.1%-3.5%0.253%
5/7/2026Dimensional Fund Advisors LP548,530$163.72M0.0%+3.1%1.385%
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5/7/2026Parallel Advisors LLC984$294K0.0%+4.1%0.002%
5/7/2026AlphaCentric Advisors LLC272$81K0.1%N/A0.001%
5/7/2026KBC Group NV1,177$351K0.0%+8.5%0.003%
5/7/2026Swiss National Bank76,560$22.85M0.0%+0.6%0.193%
5/7/2026Precision Wealth Strategies LLC1,630$487K0.2%+4.4%0.004%
5/6/2026Dorsey Wright & Associates23,101$6.90M0.9%+85.3%0.058%
5/6/2026California Public Employees Retirement System72,919$21.77M0.0%+3.9%0.184%
5/6/2026Kera Capital Partners Inc.2,058$614K0.1%-1.8%0.005%
5/6/2026Angeles Wealth Management LLC4,892$1.46M0.1%+1.6%0.012%
5/6/2026Bessemer Group Inc.257$77K0.0%+20.1%0.001%


EVR Institutional Ownership - Frequently Asked Questions

During the previous two years, 716 institutional investors and hedge funds held shares of Evercore. The most heavily invested institutionals were Vanguard Group Inc. ($1.31B), Invesco Ltd. ($457.24M), TD Asset Management Inc ($413.31M), State Street Corp ($394.60M), Geode Capital Management LLC ($314.75M), AQR Capital Management LLC ($291.92M), and FMR LLC ($286.67M).Learn more on Evercore's institutional investors.

86.23% of Evercore's stock is owned by institutional investors. Learn more on EVR's institutional investor holdings.

Of the 630 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: Wellington Management Group LLP ($2.04M), Norges Bank ($1.55M), FMR LLC ($961.39K), AQR Capital Management LLC ($817.30K), Invesco Ltd. ($677.83K), TD Asset Management Inc ($631.36K), and Orion Porfolio Solutions LLC ($551.50K).

Institutional investors have bought a total of 5,716,836 shares in the last 24 months. This purchase volume represents approximately $1.90B in transactions.

Of the 277 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: Millennium Management LLC ($1.08M), Boston Partners ($895.80K), Capital International Investors ($437.98K), JPMorgan Chase & Co. ($168.87K), Boston Trust Walden Corp ($167.56K), Holocene Advisors LP ($163.35K), and Balyasny Asset Management L.P. ($149.68K).

Institutional investors have sold a total of 5,711,642 shares in the last 24 months. This volume of shares sold represents approximately $1.93B in transactions.


Related Companies

Institutional ownership data for NYSE:EVR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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