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Evercore (EVR) Institutional Ownership

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+4.02 (+2.09%)
(As of 04/23/2024 ET)
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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)
218
Total
Institutional Inflows
(last 12 months)
$904.20M
Number of
Institutional Sellers
(last 12 months)
179
Total
Institutional Outflows
(last 12 months)
$534.61M
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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
4/23/2024Amalgamated Bank23,700$4.56M0.0%-10.0%0.061%
4/23/2024Nations Financial Group Inc. IA ADV6,831$1.32M0.1%+17.9%0.018%
4/23/2024Raymond James Financial Services Advisors Inc.9,673$1.86M0.0%+80.0%0.025%
4/22/2024Raymond James & Associates71,498$13.77M0.0%+1.3%0.185%
4/19/2024Norden Group LLC6,760$1.30M0.0%N/A0.017%
4/19/2024Valley National Advisers Inc.12,907$2.49M0.4%-5.0%0.033%
4/19/2024Monument Capital Management17,444$3.36M1.0%-8.4%0.045%
4/19/2024Handelsinvest Investeringsforvaltning1,682$324K0.2%-34.2%0.004%
4/18/2024State of Michigan Retirement System8,505$1.64M0.0%+2.4%0.022%
4/18/2024Allspring Global Investments Holdings LLC6,013$1.16M0.0%+5.7%0.016%
4/18/2024Vaughan Nelson Investment Management L.P.292,070$56.25M0.5%N/A0.755%
4/18/2024Oak Thistle LLC1,109$214K0.2%N/A0.003%
4/18/2024O ROURKE & COMPANY Inc3,095$596K0.3%+3.0%0.008%
4/18/2024Aviance Capital Partners LLC4,075$785K0.1%N/A0.011%
4/17/2024First Bank & Trust1,591$306K0.1%+4.1%0.004%
4/17/2024Hennion & Walsh Asset Management Inc.2,245$432K0.0%-57.8%0.006%
4/16/2024Ausbil Investment Management Ltd14,490$2.74M1.4%+33.1%0.037%
4/15/2024DGS Capital Management LLC6,235$1.20M0.3%+1.4%0.016%
4/12/2024Lane & Associates LLC1,804$347K0.2%-10.4%0.005%
4/12/2024 Bridge City Capital LLC11,032$2.13M0.8%+0.8%0.029%
4/11/2024 Shilanski & Associates Inc.8,440$1.63M0.6%N/A0.022%
4/10/2024 Park Avenue Securities LLC2,407$464K0.0%-22.9%0.006%
4/5/2024 First Hawaiian Bank5,855$1.13M0.0%-2.5%0.015%
4/5/2024 GAMMA Investing LLC215$41K0.0%+39.6%0.001%
4/5/2024 Los Angeles Capital Management LLC1,048$202K0.0%N/A0.003%
3/29/2024Kapitalo Investimentos Ltda1,126$193K0.0%-29.2%0.003%
3/11/2024Vanguard Group Inc.3,694,904$632.01M0.0%-3.2%9.553%
3/5/2024Fisher Asset Management LLC305,564$52.27M0.0%-15.4%0.790%
3/5/2024Wellington Management Group LLP166,245$28.44M0.0%+3.3%0.430%
3/5/2024CCM Investment Advisers LLC87,534$14.97M1.8%+1.1%0.226%
3/1/2024Goldman Sachs Group Inc.146,745$25.10M0.0%+0.4%0.390%
2/28/2024American International Group Inc.46,820$8.01M0.0%-4.7%0.124%
2/26/2024Virtu Financial LLC1,510$258K0.0%N/A0.004%
2/26/2024Teachers Retirement System of The State of Kentucky11,596$1.98M0.0%-4.9%0.031%
2/22/2024Scarborough Advisors LLC1,078$184K0.0%N/A0.003%
2/14/2024Frontier Capital Management Co. LLC199,955$34.20M0.3%-19.5%0.531%
2/14/2024Hancock Whitney Corp22,607$3.87M0.1%+9.6%0.060%
2/14/2024Hotchkis & Wiley Capital Management LLC371,495$63.54M0.2%-37.6%0.986%
2/14/2024Bridgewater Associates LP80,412$13.75M0.1%+35.5%0.213%
2/14/2024Balyasny Asset Management L.P.366,229$62.64M0.1%+175.9%0.972%
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2/14/2024Basswood Capital Management L.L.C.85,807$14.68M0.9%-31.9%0.228%
2/14/2024Scout Investments Inc.311,622$53.30M1.3%-8.6%0.827%
2/14/2024Schroder Investment Management Group316,233$54.09M0.1%-7.9%0.839%
2/13/2024Epoch Investment Partners Inc.354,465$60.63M0.3%+26.5%0.941%
2/13/2024Pinebridge Investments L.P.41,580$7.11M0.1%+80.5%0.110%
2/13/2024American International Group Inc.46,820$8.01M0.0%-4.7%0.124%
2/13/2024First Trust Advisors LP197,973$33.86M0.0%-20.2%0.526%
2/13/2024Hudson Edge Investment Partners Inc.4,186$716K0.2%-3.2%0.011%
2/13/2024Campbell & CO Investment Adviser LLC5,017$858K0.1%N/A0.013%
2/13/2024California State Teachers Retirement System38,376$6.56M0.0%-5.2%0.102%
2/12/2024Alberta Investment Management Corp30,863$5.28M0.0%+6.6%0.082%
2/12/2024TFO Wealth Partners LLC2,430$416K0.0%+121,400.0%0.006%
2/12/2024Treasurer of the State of North Carolina16,096$2.75M0.0%-42.6%0.043%
2/12/2024Allianz Asset Management GmbH22,754$3.89M0.0%-0.3%0.060%
2/12/2024TD Asset Management Inc100,185$17.14M0.0%-11.9%0.266%
2/12/2024Steward Partners Investment Advisory LLC1,316$225K0.0%-8.4%0.003%
2/12/2024Bernzott Capital Advisors49,171$8.41M3.3%-19.8%0.131%
2/12/2024Hsbc Holdings PLC5,864$1.01M0.0%+81.3%0.016%
2/9/2024Intech Investment Management LLC2,078$355K0.0%-22.2%0.006%
2/9/2024Nations Financial Group Inc. IA ADV5,795$991K0.1%+1.4%0.015%
2/9/2024Advisory Services Network LLC11,877$2.03M0.0%+2.6%0.032%
2/9/2024Orion Portfolio Solutions LLC16,842$2.90M0.0%-7.3%0.045%
2/9/2024Commerce Bank4,290$734K0.0%+167.3%0.011%
2/9/2024Hohimer Wealth Management LLC6,850$1.17M0.3%+1.8%0.018%
2/9/2024US Bancorp DE18,148$3.10M0.0%-15.4%0.048%
2/9/2024EverSource Wealth Advisors LLC939$161K0.0%+10.3%0.002%
2/9/2024Journey Strategic Wealth LLC1,405$240K0.0%N/A0.004%
2/9/2024Franklin Resources Inc.242,059$41.40M0.0%-27.1%0.643%
2/9/2024Assetmark Inc.444$76K0.0%+156.6%0.001%
2/9/2024GW&K Investment Management LLC37,841$6.47M0.1%+0.2%0.100%
2/9/2024Corient Private Wealth LLC10,078$1.72M0.0%+82.3%0.027%
2/9/2024Wells Fargo & Company MN67,072$11.47M0.0%-15.4%0.178%
2/9/2024Coldstream Capital Management Inc.2,779$475K0.0%+4.9%0.007%
2/9/2024Global Alpha Capital Management Ltd.66,300$11.34M0.9%N/A0.176%
2/9/2024UBS Group AG52,713$9.02M0.0%-5.8%0.140%
2/9/2024Norges Bank393,040$67.23M0.0%N/A1.043%
2/8/2024Great Lakes Advisors LLC121,119$20.72M0.2%+30.1%0.322%
2/8/2024First Eagle Investment Management LLC63,281$10.82M0.0%+4.7%0.168%
2/8/2024EFG Asset Management North America Corp.11,839$2.03M0.4%+3.5%0.031%
2/8/2024Quadrant Capital Group LLC596$102K0.0%-30.6%0.002%
2/8/2024Inceptionr LLC2,992$512K0.4%-22.5%0.008%
2/8/2024Vanguard Personalized Indexing Management LLC7,710$1.32M0.0%+41.6%0.020%
2/8/2024Nicholas Investment Partners LP86,536$14.80M1.7%+9.0%0.230%
2/8/2024Pinnacle Wealth Planning Services Inc.1,188$203K0.0%N/A0.003%
2/8/2024Essex Investment Management Co. LLC17,655$3.02M0.6%-27.4%0.047%
2/8/2024Massachusetts Financial Services Co. MA1,058,525$181.06M0.1%-1.2%2.810%
2/7/2024Wambolt & Associates LLC6,113$1.05M0.2%+10.6%0.016%
2/7/2024Boston Partners1,658,488$283.99M0.4%+11.1%4.403%
2/7/2024Principal Financial Group Inc.127,299$21.77M0.0%-1.1%0.338%
2/7/2024Dimensional Fund Advisors LP858,837$146.91M0.0%-4.4%2.280%
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2/7/2024Summit Place Financial Advisors LLC4,685$801K0.5%+7.2%0.012%
2/7/2024Seizert Capital Partners LLC31,726$5.43M0.3%-12.8%0.084%
2/7/2024Dana Investment Advisors Inc.9,233$1.58M0.1%-2.8%0.025%
2/7/2024BNP Paribas Financial Markets3,252$556K0.0%-47.0%0.009%
2/7/2024Teacher Retirement System of Texas9,882$1.69M0.0%-11.8%0.026%
2/7/2024Principal Securities Inc.1,601$274K0.0%N/A0.004%
2/6/2024Centric Wealth Management14,584$2.55M0.8%+4.5%0.039%
2/6/2024Charles Schwab Investment Management Inc.257,214$44.00M0.0%+3.0%0.683%
2/6/2024Metis Global Partners LLC1,218$208K0.0%N/A0.003%
2/6/2024Channing Capital Management LLC417,571$71.43M2.1%+0.0%1.108%
(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, 425 institutional investors and hedge funds held shares of Evercore. The most heavily invested institutionals were Vanguard Group Inc. ($632.01M), Boston Partners ($283.99M), BlackRock Inc. ($272.34M), JPMorgan Chase & Co. ($191.00M), Massachusetts Financial Services Co. MA ($181.06M), Dimensional Fund Advisors LP ($146.91M), and Fuller & Thaler Asset Management Inc. ($99.63M).Learn more on EVR's institutional investors.

What percentage of Evercore stock is owned by institutional investors?

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

Which institutional investors have been buying Evercore stock?

Of the 348 institutional investors that purchased Evercore stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Boston Partners ($1.28M), ProShare Advisors LLC ($547.68K), Primecap Management Co. CA ($446.80K), Jacobs Levy Equity Management Inc. ($439.62K), Norges Bank ($393.04K), Hotchkis & Wiley Capital Management LLC ($374.29K), and Fisher Asset Management LLC ($329.39K).

How much institutional buying is happening at Evercore?

Institutional investors have bought a total of 11,842,220 shares in the last 24 months. This purchase volume represents approximately $1.41B in transactions.

Which Evercore major shareholders have been selling company stock?

Of the 254 institutional investors that sold Evercore stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lord Abbett & CO. LLC ($771.84K), Vanguard Group Inc. ($446.05K), Allspring Global Investments Holdings LLC ($373.82K), Ceredex Value Advisors LLC ($309.84K), JPMorgan Chase & Co. ($298.13K), BlackRock Inc. ($272.27K), and Renaissance Technologies LLC ($271.70K).

How much institutional selling is happening at Evercore?

Institutional investors have sold a total of 7,775,910 shares in the last 24 months. This volume of shares sold represents approximately $941.66M in transactions.


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This page (NYSE:EVR) was last updated on 4/23/2024 by MarketBeat.com Staff

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