Free Trial
→ A grave, grave error. (From Porter & Company) (Ad) Free EVR Stock Alerts

Evercore (EVR) Institutional Ownership

Evercore logo
$276.45 +6.43 (+2.38%)
Closing price 03:59 PM Eastern
Extended Trading
$272.98 -3.47 (-1.26%)
As of 04:46 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 Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Evercore (NYSE:EVR)

Current
Institutional Ownership
Percentage
86.23%
Number of
Institutional Buyers
(last 12 months)
392
Total
Institutional Inflows
(last 12 months)
$2.35B
Number of
Institutional Sellers
(last 12 months)
232
Total
Institutional Outflows
(last 12 months)
$1.85B
Get EVR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Evercore stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

EVR Institutional Buying and Selling by Quarter

Evercore Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2025Harbor Investment Advisory LLC1,060$286K0.0%N/A0.003%
7/1/2025Kera Capital Partners Inc.1,438$388K0.1%N/A0.004%
6/18/2025Voya Investment Management LLC38,848$7.76M0.0%+26.1%0.099%
6/4/2025First Hawaiian Bank5,719$1.14M0.1%+6.0%0.015%
6/3/2025Inspire Investing LLC5,180$1.04M0.1%+21.7%0.013%
5/28/2025Strs Ohio95,941$19.16M0.1%N/A0.245%
5/27/2025Advisors Capital Management LLC20,188$4.03M0.1%+17.7%0.052%
5/21/2025Acadian Asset Management LLC4,553$909K0.0%+156.1%0.012%
5/20/2025Intech Investment Management LLC46,654$9.32M0.1%+74.0%0.119%
5/20/2025Focus Partners Wealth21,787$4.35M0.0%+2.0%0.056%
5/20/2025Ransom Advisory Ltd3,450$689K0.3%N/A0.009%
5/19/2025Bayforest Capital Ltd2,005$400K0.2%N/A0.005%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC105,398$21.05M0.0%+0.3%0.269%
5/16/2025United Services Automobile Association2,351$469K0.0%N/A0.006%
5/16/2025Great Lakes Advisors LLC85,709$17.12M0.2%-3.4%0.219%
5/16/2025Caxton Associates LLP1,983$396K0.0%N/A0.005%
5/16/2025Voleon Capital Management LP 2,004$400K0.0%N/A0.005%
5/16/2025Goldman Sachs Group Inc.311,032$62.12M0.0%+1.9%0.795%
5/16/2025Jones Financial Companies Lllp130,482$26.06M0.0%+14,333.8%0.334%
5/16/2025Teza Capital Management LLC1,083$216K0.1%+11.2%0.003%
5/16/2025NewEdge Advisors LLC350$70K0.0%-69.5%0.001%
5/16/2025Nitorum Capital L.P.48,828$9.75M1.4%-20.9%0.125%
5/16/2025Jacobs Levy Equity Management Inc.139,060$27.77M0.1%-48.8%0.355%
5/16/2025Hancock Whitney Corp10,212$2.04M0.1%-8.3%0.026%
5/16/2025EFG Asset Management North America Corp.13,109$2.62M0.4%-15.4%0.034%
5/16/2025Eminence Capital LP534,375$106.73M1.8%N/A1.366%
5/16/2025Cinctive Capital Management LP7,824$1.56M0.1%N/A0.020%
5/16/2025AQR Capital Management LLC486,365$94.44M0.1%+134.5%1.243%
5/16/2025Advisors Asset Management Inc.5,057$1.01M0.0%-41.9%0.013%
5/16/2025Amundi98,857$19.74M0.0%+184.7%0.253%
5/16/2025Adage Capital Partners GP L.L.C.118,000$23.57M0.0%N/A0.302%
5/15/2025Federation des caisses Desjardins du Quebec9,281$1.85M0.0%+19.2%0.024%
5/15/2025EP Wealth Advisors LLC1,453$290K0.0%-6.0%0.004%
5/15/2025Focus Partners Advisor Solutions LLC1,419$283K0.0%N/A0.004%
5/15/2025Royal Bank of Canada35,747$7.14M0.0%-37.4%0.091%
5/15/2025Alamea Verwaltungs GmbH1,870$373K0.3%N/A0.005%
5/15/2025Centric Wealth Management15,303$3.06M0.8%+3.0%0.039%
5/15/2025Baird Financial Group Inc.3,082$616K0.0%+39.9%0.008%
5/15/2025The Manufacturers Life Insurance Company 155,470$31.05M0.0%+424.4%0.397%
5/15/2025Magnetar Financial LLC1,934$386K0.0%-12.6%0.005%
Here's the last trade you should make before heading out for the weekend tomorrow. (Ad)

Make this one trade at 2:59 PM on Friday afternoon, and you'll thank me on Monday morning.

Give me the details
5/15/2025Driehaus Capital Management LLC127,278$25.42M0.2%-49.6%0.325%
5/15/2025Canada Pension Plan Investment Board62,300$12.44M0.0%+70.7%0.159%
5/15/2025State of Wyoming531$106K0.0%N/A0.001%
5/15/2025Trexquant Investment LP68,889$13.76M0.2%+47.5%0.176%
5/15/2025Itau Unibanco Holding S.A.7,500$1.50M0.1%+240.9%0.019%
5/15/2025Eisler Capital Management Ltd.39,413$7.87M0.1%N/A0.101%
5/14/2025B. Metzler seel. Sohn & Co. AG16,440$3.28M0.0%+11.9%0.042%
5/14/2025Ieq Capital LLC15,847$3.17M0.0%+48.0%0.041%
5/14/2025Epoch Investment Partners Inc.137,059$27.37M0.1%+126.0%0.350%
5/14/2025Ceredex Value Advisors LLC41,300$8.25M0.2%+13.9%0.106%
5/14/2025FORA Capital LLC4,037$806K0.1%N/A0.010%
5/14/2025Cramer Rosenthal Mcglynn LLC92,764$18.53M1.3%+22.5%0.237%
5/14/2025Corebridge Financial Inc.39,106$7.81M0.0%-2.4%0.100%
5/14/2025Comerica Bank14,567$2.91M0.0%-5.0%0.037%
5/14/2025MetLife Investment Management LLC19,661$3.93M0.0%-1.5%0.050%
5/14/2025Campbell & CO Investment Adviser LLC18,435$3.68M0.3%+228.7%0.047%
5/14/2025Jump Financial LLC44,918$8.97M0.1%+2,882.6%0.115%
5/14/2025SVB Wealth LLC296$59K0.0%N/A0.001%
5/14/2025Legend Financial Advisors Inc.3,182$636K0.5%N/A0.008%
5/14/2025Cadence Bank6,027$1.20M0.1%+1.1%0.015%
5/14/2025Bahl & Gaynor Inc.447,536$89.38M0.5%-0.3%1.144%
5/14/2025Caitlin John LLC2,759$551K0.5%-58.8%0.007%
5/14/2025Northwestern Mutual Wealth Management Co.168,644$33.68M0.0%+2,975.2%0.431%
5/14/2025AlphaQuest LLC8,438$1.69M0.2%+4,140.2%0.022%
5/14/2025Channing Capital Management LLC36,874$7.36M0.2%-72.1%0.094%
5/14/2025Summit Financial LLC1,548$309K0.0%+60.9%0.004%
5/14/2025Price T Rowe Associates Inc. MD513,161$102.49M0.0%+58.7%1.312%
5/14/2025Capital Fund Management S.A.41,795$8.35M0.0%N/A0.107%
5/14/2025BI Asset Management Fondsmaeglerselskab A S270$54K0.0%N/A0.001%
5/14/2025Hsbc Holdings PLC10,779$2.11M0.0%+90.4%0.028%
5/14/2025Fuller & Thaler Asset Management Inc.685,544$136.92M0.5%-1.0%1.752%
5/14/2025Quantbot Technologies LP16,791$3.35M0.1%+23.6%0.043%
5/14/2025Wellington Management Group LLP169,577$33.87M0.0%-80.2%0.433%
5/13/2025Northern Trust Corp295,093$58.94M0.0%-2.1%0.754%
5/13/2025Brooklyn Investment Group742$148K0.0%+46.9%0.002%
5/13/2025Raymond James Financial Inc.151,801$30.32M0.0%-26.0%0.388%
5/13/2025Cresset Asset Management LLC39,801$7.95M0.0%-0.6%0.102%
5/13/2025Nations Financial Group Inc. IA ADV7,566$1.51M0.1%+3.2%0.019%
5/13/2025American Century Companies Inc.100,997$20.17M0.0%-32.7%0.258%
5/13/2025Brandywine Global Investment Management LLC45,136$9.02M0.1%+22.6%0.115%
5/13/2025Dimensional Fund Advisors LP560,964$112.03M0.0%+17.9%1.434%
5/13/2025Fox Run Management L.L.C.2,780$555K0.1%N/A0.007%
5/13/2025Cookson Peirce & Co. Inc.1,522$304K0.0%-98.9%0.004%
5/13/2025Vestmark Advisory Solutions Inc.4,205$840K0.0%+45.3%0.011%
5/13/2025Lord Abbett & CO. LLC123,569$24.68M0.1%-83.6%0.316%
5/13/2025Sit Investment Associates Inc.4,865$972K0.0%+9.3%0.012%
5/13/2025Boston Partners1,539,027$307.04M0.4%+5.0%3.934%
5/13/2025Caitong International Asset Management Co. Ltd144$29K0.0%-65.0%0.000%
5/13/2025Russell Investments Group Ltd.31,513$6.29M0.0%-59.0%0.081%
5/13/2025Tlwm3,771$753K0.2%+5.6%0.010%
Here's the last trade you should make before heading out for the weekend tomorrow. (Ad)

Make this one trade at 2:59 PM on Friday afternoon, and you'll thank me on Monday morning.

Give me the details
5/13/2025HighTower Advisors LLC6,968$1.39M0.0%+1.6%0.018%
5/12/2025AGF Management Ltd.71,505$14.28M0.1%+85.2%0.183%
5/12/2025Public Sector Pension Investment Board46,000$9.19M0.0%N/A0.118%
5/12/2025Nuveen LLC228,331$45.60M0.0%N/A0.584%
5/12/2025Aigen Investment Management LP4,949$988K0.2%+512.5%0.013%
5/12/2025Entropy Technologies LP2,908$581K0.1%-40.7%0.007%
5/12/2025Invesco Ltd.866,877$173.13M0.0%-39.1%2.216%
5/12/2025Global Alpha Capital Management Ltd.191,385$38.22M2.8%+27.6%0.489%
5/12/2025Townsquare Capital LLC4,681$935K0.0%+13.0%0.012%
5/12/2025Zions Bancorporation National Association UT3,150$629K0.0%N/A0.008%
(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, 579 institutional investors and hedge funds held shares of Evercore. The most heavily invested institutionals were Vanguard Group Inc. ($771.46M), Boston Partners ($307.04M), FMR LLC ($286.67M), State Street Corp ($278.46M), TD Asset Management Inc. ($265.08M), Geode Capital Management LLC ($206.34M), and Invesco Ltd. ($173.13M).Learn more on Evercore's institutional investors.

What percentage of Evercore's stock is owned by institutional investors?

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

Which institutional investors have been buying Evercore's stock?

Of the 491 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: Boston Partners ($1.39M), TD Asset Management Inc ($1.04M), FMR LLC ($962.62K), Norges Bank ($873.78K), Price T Rowe Associates Inc. MD ($763.51K), Lord Abbett & CO. LLC ($650.48K), and Wellington Management Group LLP ($585.18K).

How much institutional buying is happening at Evercore?

Institutional investors have bought a total of 9,809,696 shares in the last 24 months. This purchase volume represents approximately $2.35B in transactions.

Which of Evercore's major shareholders have been selling company stock?

Of the 232 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: Wellington Management Group LLP ($1.20M), Lord Abbett & CO. LLC ($799.41K), Invesco Ltd. ($556.88K), Millennium Management LLC ($404.05K), TD Asset Management Inc ($372.96K), Massachusetts Financial Services Co. MA ($360.36K), and Primecap Management Co. CA ($352.42K).

How much institutional selling is happening at Evercore?

Institutional investors have sold a total of 7,860,244 shares in the last 24 months. This volume of shares sold represents approximately $1.85B in transactions.


Related Companies

This page (NYSE:EVR) was last updated on 7/1/2025 by MarketBeat.com Staff
From Our Partners
Here's the last trade you should make before heading out for the weekend tomorrow.
Make this one trade at 2:59 PM on Friday afternoon, and you'll thank me on Monday morning.
Timothy Sykes | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
This Crypto Is Set to Explode in January
Free summit: How to profit from the Coinbase-Deribit deal Our hedge fund experts know exactly what this mea...
Crypto 101 Media | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...
InvestorPlace | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
The $15 Gold Fund That Pays Up to $1,152/Month
Gold prices are breaking records. But while everyone else is fixated on headlines… They're missing somet...
Investors Alley | Sponsored
The $7 company helping Nvidia build the world’s first trillion-dollar robot …
Michael Robinson has been at the forefront of the technology market for over 40 years. Spotting some profit...
Weiss Ratings | Sponsored
Gold Shock (insane new prediction)
World Gold Council reports: "No sign" of this catalyst slowing A whopping 73% of Americans report they're "...
Stansberry Research | Sponsored