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Evercore (EVR) Institutional Ownership

Evercore logo
$291.86 +4.77 (+1.66%)
As of 03:58 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)
373
Total
Institutional Inflows
(last 12 months)
$1.89B
Number of
Institutional Sellers
(last 12 months)
275
Total
Institutional Outflows
(last 12 months)
$1.90B
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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
8/21/2026 Nykredit A S1,039$355K0.0%N/A0.003%
8/20/2026 Proficio Capital Partners LLC1,073$366K0.0%N/A0.003%
8/20/2026Jackson Wealth Management LLC3,360$1.15M0.7%-91.5%0.009%
8/19/2026 Braun Stacey Associates Inc.107,878$36.83M1.0%-0.1%0.279%
8/19/2026 Wellington Management Group LLP624,987$213.40M0.0%+0.3%1.616%
8/18/2026 Public Employees Retirement System of Ohio35,269$12.04M0.0%N/A0.091%
8/10/2026 Great Lakes Advisors LLC1,315$449K0.0%N/A0.003%
7/10/2026 Handelsbanken Fonder AB11,617$3.97M0.0%+9.0%0.030%
7/9/2026 First Bank & Trust1,200$410K0.1%-3.8%0.003%
7/9/2026 Centurion Wealth Management LLC825$282K0.1%-21.4%0.002%
7/9/2026 Legacy Wealth Asset Management LLC3,521$1.20M0.3%-4.1%0.009%
7/8/2026 Trust Point Inc.648$221K0.0%N/A0.002%
7/7/2026 Dynamic Advisor Solutions LLC2,915$995K0.0%-9.2%0.008%
7/7/2026 GAMMA Investing LLC1,597$545K0.0%+10.2%0.004%
7/7/2026 Harbor Investment Advisory LLC1,760$601K0.0%+17.7%0.005%
7/2/2026 MassMutual Private Wealth & Trust FSB234$80K0.0%-12.4%0.001%
7/2/2026 Versant Capital Management Inc889$304K0.0%+19.3%0.002%
7/2/2026 CX Institutional11,612$3.97M0.1%+2.1%0.030%
6/24/2026 Basecamp Wealth Advisors LLC89$27K0.0%+304.5%0.000%
6/18/2026 Pacer Advisors Inc.4,558$1.36M0.0%-1.6%0.012%
6/16/2026 Empowered Funds LLC807$241K0.0%-53.3%0.002%
6/3/2026 Parallel Advisors LLC984$294K0.0%+4.1%0.003%
6/3/2026 NewEdge Advisors LLC1,509$450K0.0%-13.3%0.004%
5/26/2026 Glenmede Trust Co. NA32,471$9.69M0.0%-7.8%0.084%
5/22/2026 Segall Bryant & Hamill LLC34,507$10.30M0.1%N/A0.089%
5/21/2026 Essential Partners LLC4,004$1.20M0.4%+1.0%0.010%
5/20/2026 CCM Investment Advisers LLC54,963$16.41M1.6%-1.6%0.142%
5/19/2026 Bank 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%
5/19/2026 Bull Harbor Capital LLC2,143$640K0.2%N/A0.006%
5/19/2026 South Dakota Investment Council8,817$2.63M0.1%+29.3%0.023%
5/18/2026 Amundi55,529$16.58M0.0%+435.6%0.144%
5/18/2026 EverSource 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%
5/18/2026 Royal Bank of Canada47,313$14.12M0.0%+43.1%0.122%
5/18/2026 Empowered Funds LLC807$241K0.0%-53.3%0.002%
5/16/2026 The Manufacturers Life Insurance Company 161,805$48.30M0.0%-0.2%0.418%
5/16/2026 Quantinno Capital Management LP175,633$52.43M0.1%+54.8%0.454%
5/16/2026 Polar Asset Management Partners Inc.14,457$4.32M0.1%-66.1%0.037%
5/16/2026 SummitTX Capital L.P.24,089$7.19M0.2%+275.6%0.062%
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5/16/2026 Castleark Management LLC30,416$9.08M0.3%-5.1%0.079%
5/15/2026 Waverly Advisors LLC1,910$570K0.0%+92.5%0.005%
5/15/2026 Epoch Investment Partners Inc.44,475$13.28M0.1%-17.5%0.115%
5/15/2026 Entropy Technologies LP25,911$7.74M0.4%N/A0.067%
5/14/2026 Renaissance Technologies LLC173,860$51.90M0.1%+1,178.4%0.449%
5/14/2026 Hilltop Holdings Inc.804$240K0.0%-25.3%0.002%
5/14/2026 Morningstar Investment Management LLC2,506$748K0.0%N/A0.006%
5/14/2026 Public Employees Retirement System of Ohio35,712$10.66M0.0%-1.0%0.092%
5/14/2026 Compound Planning Inc.905$270K0.0%-21.4%0.002%
5/14/2026 Arrowstreet Capital Limited Partnership232,571$69.43M0.0%N/A0.601%
5/14/2026 Inceptionr LLC685$204K0.0%-71.4%0.002%
5/14/2026 Sei Investments Co.74,402$22.21M0.0%+21.1%0.192%
5/14/2026 Lido Advisors LLC1,203$359K0.0%+7.3%0.003%
5/14/2026 State of Wyoming147$44K0.0%-32.9%0.000%
5/13/2026 Cetera Investment Advisers7,481$2.23M0.0%+6.3%0.019%
5/13/2026 Levin Capital Strategies L.P.1,000$299K0.0%N/A0.003%
5/13/2026 NewEdge Wealth LLC990$296K0.0%-11.4%0.003%
5/13/2026 First Trust Advisors LP26,644$7.95M0.0%-8.6%0.069%
5/8/2026 PNC Financial Services Group Inc.3,719$1.11M0.0%+8.1%0.009%
5/7/2026 Earned Wealth Advisors LLC846$252K0.0%+18.2%0.002%
5/7/2026 Meeder Advisory Services Inc.971$290K0.0%+11.4%0.002%
5/7/2026 WCM Investment Management LLC100,148$28.56M0.1%-3.5%0.253%
5/7/2026 Dimensional Fund Advisors LP548,530$163.72M0.0%+3.1%1.385%
5/7/2026 Parallel Advisors LLC984$294K0.0%+4.1%0.002%
5/7/2026 AlphaCentric Advisors LLC272$81K0.1%N/A0.001%
5/7/2026 KBC Group NV1,177$351K0.0%+8.5%0.003%
5/7/2026 Swiss National Bank76,560$22.85M0.0%+0.6%0.193%
5/7/2026 Precision Wealth Strategies LLC1,630$487K0.2%+4.4%0.004%
5/6/2026 Dorsey Wright & Associates23,101$6.90M0.9%+85.3%0.058%
5/6/2026 California Public Employees Retirement System72,919$21.77M0.0%+3.9%0.184%
5/6/2026 Kera Capital Partners Inc.2,058$614K0.1%-1.8%0.005%
5/6/2026 Angeles Wealth Management LLC4,892$1.46M0.1%+1.6%0.012%
5/6/2026 Bessemer Group Inc.257$77K0.0%+20.1%0.001%
5/6/2026 Allspring Global Investments Holdings LLC3,129$943K0.0%-1.5%0.008%
5/5/2026 Bank of New York Mellon Corp319,237$95.30M0.0%-0.3%0.806%
5/5/2026 Illinois Municipal Retirement Fund6,771$2.02M0.0%+107.5%0.017%
5/5/2026 Sanctuary Advisors LLC3,735$1.12M0.0%+10.5%0.009%
5/4/2026 Calamos Advisors LLC1,953$583K0.0%N/A0.005%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management725$216K0.0%N/A0.002%
5/4/2026 State of Michigan Retirement System9,305$2.78M0.0%+2.2%0.023%
5/4/2026 Principal Financial Group Inc.86,286$25.76M0.0%+2.1%0.218%
5/4/2026 Chicago Partners Investment Group LLC4,170$1.25M0.0%+169.7%0.011%
5/4/2026 Teachers Retirement System of The State of Kentucky11,836$3.53M0.0%+10.2%0.030%
5/2/2026 Diversify Wealth Management LLC2,290$742K0.0%+39.0%0.006%
5/1/2026 Citizens Financial Group Inc. RI1,581$472K0.0%N/A0.004%
5/1/2026 Fifth Third Bancorp20,929$6.25M0.0%+126.8%0.053%
5/1/2026 Sequoia Financial Advisors LLC16,372$4.89M0.0%-1.2%0.041%
5/1/2026 Cedar Mountain Advisors LLC165$49K0.0%N/A0.000%
4/30/2026 Hsbc Holdings PLC7,565$2.28M0.0%+407.7%0.019%
4/30/2026 Elevated Capital Advisors LLC109$33K0.0%-92.7%0.000%
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4/30/2026 First Horizon Corp126$38K0.0%-27.6%0.000%
4/30/2026 Isthmus Partners LLC3,165$945K0.1%-8.7%0.008%
4/30/2026 Oregon Public Employees Retirement Fund7,956$2.38M0.0%+2.5%0.020%
4/30/2026 Quantum Portfolio Management LLC1,333$398K0.0%+10.8%0.003%
4/29/2026 Axxcess Wealth Management LLC20,319$6.07M0.2%-1.6%0.051%
4/29/2026 Jackson Thornton Wealth Management LLC806$241K0.0%+15.6%0.002%
4/29/2026 R Squared Ltd690$206K0.1%N/A0.002%
4/29/2026 Swedbank AB3,000$896K0.0%-2.3%0.008%
4/28/2026 Cypress Capital LLC737$220K0.1%+6.2%0.002%
4/28/2026 Appleton Partners Inc. MA31,925$9.53M0.7%+4.0%0.081%


EVR Institutional Ownership - Frequently Asked Questions

During the previous two years, 710 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 627 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 5,681,905 shares in the last 24 months. This purchase volume represents approximately $1.89B in transactions.

Of the 275 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 5,645,374 shares in the last 24 months. This volume of shares sold represents approximately $1.90B in transactions.


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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 8/21/2026. New 13F filings are added each quarter as they're published.
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