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Evercore (EVR) Institutional Ownership

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$342.42 +7.05 (+2.10%)
As of 03:02 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)
484
Total
Institutional Inflows
(last 12 months)
$3.70B
Number of
Institutional Sellers
(last 12 months)
323
Total
Institutional Outflows
(last 12 months)
$2.73B
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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
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%
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%
4/28/2026 Abel Hall LLC705$210K0.0%-7.6%0.002%
4/28/2026 Whittier Trust Co. of Nevada Inc.5,825$1.78M0.0%+7,367.9%0.015%
4/28/2026 Whittier Trust Co.11,989$3.65M0.0%+1,238.1%0.030%
4/28/2026 DGS Capital Management LLC9,031$2.70M0.4%+9.2%0.023%
4/28/2026 Stephens Inc. AR1,182$353K0.0%+4.0%0.003%
4/28/2026 Stephens Investment Management Group LLC259,808$77.56M1.1%+6.0%0.656%
4/28/2026 Astoria Portfolio Advisors LLC.583$174K0.0%N/A0.001%
4/28/2026 Praxis Investment Management Inc.1,302$389K0.0%+48.0%0.003%
4/28/2026 Hudson Edge Investment Partners Inc.1,341$400K0.1%-51.4%0.003%
4/27/2026 Turtle Creek Wealth Advisors LLC773$231K0.0%-16.8%0.002%
4/27/2026 New York State Teachers Retirement System46,909$14.00M0.0%-2.6%0.118%
4/27/2026 Optas LLC829$247K0.0%+29.1%0.002%
4/25/2026 Boston Trust Walden Corp61,316$18.30M0.2%N/A0.155%
4/24/2026 Root Financial Partners LLC558$167K0.0%+173.5%0.001%
4/24/2026 Peregrine Capital Management LLC38,798$11.58M0.4%-5.0%0.098%
4/24/2026 Element Squared LLC7,894$2.36M1.3%N/A0.020%
4/24/2026 Impact Partnership Wealth LLC2,782$830K0.1%+15.1%0.007%
4/24/2026 Harbor Investment Advisory LLC1,495$446K0.0%-9.1%0.004%
4/23/2026 Inspire Investing LLC4,508$1.35M0.1%-45.7%0.011%
4/23/2026 Brown Miller Wealth Management LLC894$267K0.1%+8.1%0.002%
4/22/2026 Fort Washington Investment Advisors Inc. OH85,197$25.43M0.1%+8.1%0.215%
4/22/2026 Pictet Asset Management Holding SA6,257$1.87M0.0%+6.7%0.016%
4/22/2026 Braun Stacey Associates Inc.107,968$32.23M1.1%-2.2%0.273%
4/22/2026 Sterling Capital Management LLC1,449$433K0.0%-39.7%0.004%
4/21/2026 GHP Investment Advisors Inc.172$51K0.0%+282.2%0.000%
4/21/2026 Foster & Motley Inc.699$209K0.0%-6.6%0.002%
4/21/2026 Louisiana State Employees Retirement System11,200$3.34M0.1%N/A0.028%
4/20/2026 Kestra Private Wealth Services LLC1,895$566K0.0%N/A0.005%
4/20/2026 Ritholtz Wealth Management1,325$395K0.0%-12.0%0.003%
4/20/2026 Blue Trust Inc.548$163K0.0%-36.9%0.001%
4/20/2026 Fifth Third Wealth Advisors LLC1,536$459K0.0%+24.6%0.004%
4/20/2026 OP Asset Management Ltd5,282$1.58M0.0%N/A0.013%
4/18/2026 CENTRAL TRUST Co640$191K0.0%-7.1%0.002%
4/18/2026 Leeward Investments LLC MA36,151$10.79M0.5%-3.3%0.091%
4/17/2026 Krilogy Financial LLC3,182$950K0.0%+2.0%0.008%
4/17/2026 Campbell Newman Asset Management Inc.10,027$2.99M0.2%+1.8%0.025%
4/16/2026 SG Americas Securities LLC103,006$30.75M0.0%+3,886.3%0.260%
4/16/2026 Evolve Private Wealth LLC1,553$464K0.0%+23.8%0.004%
4/15/2026 Nations Financial Group Inc. IA ADV5,102$1.52M0.1%+7.2%0.013%
4/15/2026 Peregrine Investment Management Inc.21,210$6.33M5.0%-15.5%0.054%
3/20/2026 Hsbc Holdings PLC1,490$508K0.0%-82.6%0.004%
3/17/2026Rockefeller Capital Management L.P.175,092$59.58M0.1%+73.3%0.442%
3/9/2026Corient Private Wealth LLC10,733$3.65M0.0%+11.2%0.027%
2/24/2026 DGS Capital Management LLC8,267$2.81M0.5%+12.6%0.021%
2/24/2026 Pacer Advisors Inc.4,631$1.58M0.0%-9.7%0.012%
2/23/2026 Kera Capital Partners Inc.2,095$740K0.1%+23.2%0.005%
2/20/2026 Dorsey Wright & Associates12,467$4.24M0.9%-5.9%0.032%
2/19/2026Compound Planning Inc.1,152$392K0.0%+10.7%0.003%
2/19/2026Invesco Ltd.1,343,826$457.24M0.1%-0.7%3.474%
2/19/2026 Axxcess Wealth Management LLC20,642$7.02M0.1%+2.2%0.053%
2/19/2026Corient Private Wealth LLC43,424$14.78M0.0%+349.9%0.112%
2/18/2026Mercer Global Advisors Inc. ADV8,387$2.85M0.0%-7.9%0.022%
2/18/2026State of Tennessee Department of Treasury14,734$5.21M0.0%+2.6%0.038%
2/18/2026EP Wealth Advisors LLC1,698$578K0.0%N/A0.004%
2/18/2026Fuller & Thaler Asset Management Inc.276,075$93.93M0.3%-10.5%0.714%
2/18/2026NewEdge Advisors LLC1,740$592K0.0%+80.9%0.004%
2/18/2026Empowered Funds LLC1,728$588K0.0%+52.9%0.004%
2/18/2026VestGen Investment Management1,708$581K0.3%-6.2%0.004%


EVR Institutional Ownership - Frequently Asked Questions

During the previous two years, 722 institutional investors and hedge funds held shares of Evercore. The most heavily invested institutionals were Vanguard Group Inc. ($1.31B), Wellington Management Group LLP ($657.15M), Invesco Ltd. ($457.24M), TD Asset Management Inc ($413.31M), State Street Corp ($394.60M), Geode Capital Management LLC ($314.75M), and AQR Capital Management LLC ($291.92M).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 641 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), TD Asset Management Inc ($854.74K), AQR Capital Management LLC ($846.74K), Price T Rowe Associates Inc. MD ($769.02K), and Invesco Ltd. ($677.83K).

Institutional investors have bought a total of 13,038,810 shares in the last 24 months. This purchase volume represents approximately $3.70B in transactions.

Of the 321 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), Wellington Management Group LLP ($778.09K), Lord Abbett & CO. LLC ($631.45K), Qube Research & Technologies Ltd ($488.91K), Capital International Investors ($437.98K), and Channing Capital Management LLC ($239.22K).

Institutional investors have sold a total of 9,244,467 shares in the last 24 months. This volume of shares sold represents approximately $2.73B in transactions.


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This page (NYSE:EVR) was last updated on 5/12/2026 by MarketBeat.com Staff.
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