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Evercore (EVR) Institutional Ownership

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$334.80 -4.95 (-1.46%)
Closing price 07/10/2026 03:59 PM Eastern
Extended Trading
$334.81 +0.01 (+0.00%)
As of 07/10/2026 07:13 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 Massive. 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)
458
Total
Institutional Inflows
(last 12 months)
$3.44B
Number of
Institutional Sellers
(last 12 months)
314
Total
Institutional Outflows
(last 12 months)
$2.35B
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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
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%
6/24/2026Basecamp 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%
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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%
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%
5/6/2026Allspring Global Investments Holdings LLC3,129$943K0.0%-1.5%0.008%
5/5/2026Bank of New York Mellon Corp319,237$95.30M0.0%-0.3%0.806%
5/5/2026Illinois Municipal Retirement Fund6,771$2.02M0.0%+107.5%0.017%
5/5/2026Sanctuary Advisors LLC3,735$1.12M0.0%+10.5%0.009%
5/4/2026Calamos Advisors LLC1,953$583K0.0%N/A0.005%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management725$216K0.0%N/A0.002%
5/4/2026State of Michigan Retirement System9,305$2.78M0.0%+2.2%0.023%
5/4/2026Principal Financial Group Inc.86,286$25.76M0.0%+2.1%0.218%
5/4/2026Chicago Partners Investment Group LLC4,170$1.25M0.0%+169.7%0.011%
5/4/2026Teachers Retirement System of The State of Kentucky11,836$3.53M0.0%+10.2%0.030%
5/2/2026Diversify Wealth Management LLC2,290$742K0.0%+39.0%0.006%
5/1/2026Citizens Financial Group Inc. RI1,581$472K0.0%N/A0.004%
5/1/2026Fifth Third Bancorp20,929$6.25M0.0%+126.8%0.053%
5/1/2026Sequoia Financial Advisors LLC16,372$4.89M0.0%-1.2%0.041%
5/1/2026 Cedar Mountain Advisors LLC165$49K0.0%N/A0.000%
4/30/2026Hsbc Holdings PLC7,565$2.28M0.0%+407.7%0.019%
4/30/2026Elevated Capital Advisors LLC109$33K0.0%-92.7%0.000%
4/30/2026First Horizon Corp126$38K0.0%-27.6%0.000%
4/30/2026Isthmus Partners LLC3,165$945K0.1%-8.7%0.008%
4/30/2026Oregon Public Employees Retirement Fund7,956$2.38M0.0%+2.5%0.020%
4/30/2026Quantum Portfolio Management LLC1,333$398K0.0%+10.8%0.003%
4/29/2026Axxcess Wealth Management LLC20,319$6.07M0.2%-1.6%0.051%
4/29/2026Jackson Thornton Wealth Management LLC806$241K0.0%+15.6%0.002%
4/29/2026R Squared Ltd690$206K0.1%N/A0.002%
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4/29/2026Swedbank AB3,000$896K0.0%-2.3%0.008%
4/28/2026Cypress Capital LLC737$220K0.1%+6.2%0.002%
4/28/2026Appleton Partners Inc. MA31,925$9.53M0.7%+4.0%0.081%
4/28/2026Abel Hall LLC705$210K0.0%-7.6%0.002%
4/28/2026Whittier Trust Co. of Nevada Inc.5,825$1.78M0.0%+7,367.9%0.015%
4/28/2026Whittier Trust Co.11,989$3.65M0.0%+1,238.1%0.030%
4/28/2026DGS Capital Management LLC9,031$2.70M0.4%+9.2%0.023%
4/28/2026Stephens Inc. AR1,182$353K0.0%+4.0%0.003%
4/28/2026Stephens Investment Management Group LLC259,808$77.56M1.1%+6.0%0.656%
4/28/2026Astoria Portfolio Advisors LLC.583$174K0.0%N/A0.001%


EVR Institutional Ownership - Frequently Asked Questions

During the previous two years, 721 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 643 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), Invesco Ltd. ($677.83K), and Orion Porfolio Solutions LLC ($551.50K).

Institutional investors have bought a total of 11,415,112 shares in the last 24 months. This purchase volume represents approximately $3.44B in transactions.

Of the 314 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), Qube Research & Technologies Ltd ($488.91K), Capital International Investors ($437.98K), JPMorgan Chase & Co. ($210.73K), Boston Trust Walden Corp ($167.56K), and Holocene Advisors LP ($163.35K).

Institutional investors have sold a total of 7,282,737 shares in the last 24 months. This volume of shares sold represents approximately $2.35B in transactions.


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This page (NYSE:EVR) was last updated on 7/12/2026 by MarketBeat.com Staff.
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