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Evercore (EVR) Institutional Ownership

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$283.14 -4.78 (-1.66%)
Closing price 09/10/2026 03:59 PM Eastern
Extended Trading
$287.58 +4.44 (+1.57%)
As of 08:29 AM 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)
379
Total
Institutional Inflows
(last 12 months)
$6.97B
Number of
Institutional Sellers
(last 12 months)
278
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
9/9/2026 Sequoia Financial Advisors LLC21,658$7.40M0.0%+32.3%0.056%
9/9/2026 Tidal Investments LLC7,610$2.60M0.0%+55.1%0.020%
9/9/2026 WINTON GROUP Ltd1,680$574K0.0%N/A0.004%
9/9/2026 Engineers Gate Manager LP42,180$14.40M0.2%-52.3%0.109%
9/9/2026 Integrated Wealth Concepts LLC3,659$1.25M0.0%+14.9%0.009%
9/9/2026 RFG Advisory LLC3,750$1.28M0.0%N/A0.010%
9/9/2026 NewEdge Advisors LLC2,348$802K0.0%+55.6%0.006%
9/9/2026 IFP Advisors Inc690$236K0.0%+52.0%0.002%
9/8/2026 Allworth Financial LP2,123$725K0.0%+40.3%0.005%
9/8/2026 Arizona State Retirement System10,382$3.55M0.0%-2.3%0.027%
9/8/2026 West Family Investments Inc.1,491$509K0.1%N/A0.004%
9/8/2026 Waverly Advisors LLC2,037$696K0.0%+6.6%0.005%
9/8/2026 Nykredit A S1,039$355K0.0%N/A0.003%
8/27/2026 Corient Private Wealth LP40,698$13.90M0.0%-6.8%0.105%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al13,140$4.49M0.0%N/A0.034%
8/24/2026 California State Teachers Retirement System14,894,979$5.09B0.0%+33,098.8%38.508%
8/23/2026 Washington Trust Advisors Inc.6,633$2.27M0.2%-2.2%0.017%
8/23/2026 Wedmont Private Capital1,209$405K0.0%+11.8%0.003%
8/23/2026 HB Wealth Management LLC3,171$1.08M0.0%+43.6%0.008%
8/22/2026 AlphaGrep UK Ltd2,844$971K0.3%N/A0.007%
8/22/2026 Syon Capital LLC13,485$4.60M0.2%-13.7%0.035%
8/22/2026 denkapparat Operations GmbH1,196$408K0.1%N/A0.003%
8/22/2026 TD Waterhouse Canada Inc.74,739$25.51M0.1%-45.0%0.193%
8/22/2026 Concurrent Investment Advisors LLC658$225K0.0%-8.5%0.002%
8/21/2026 AXQ Capital LP1,093$373K0.0%-85.5%0.003%
8/21/2026 Greenspring Advisors LLC808$276K0.0%+4.9%0.002%
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%
8/20/2026 Jackson 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%
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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%
5/18/2026 California 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%
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%
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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%


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 California State Teachers Retirement System ($5.09B), 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), 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 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: California State Teachers Retirement System ($14.86M), Wellington Management Group LLP ($2.04M), Norges Bank ($1.55M), FMR LLC ($961.39K), AQR Capital Management LLC ($817.30K), Invesco Ltd. ($677.83K), and TD Asset Management Inc ($631.36K).

Institutional investors have bought a total of 20,567,292 shares in the last 24 months. This purchase volume represents approximately $6.97B in transactions.

Of the 278 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 5,722,120 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 9/9/2026. New 13F filings are added each quarter as they're published.
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