Recent Quarter Total Invested
$7.07 B
Recent Quarter Institutional Ownership Percentage
87.84%
Total Invested of Last Quarter
$6.39 B
Ownership Percentage of Last Quarter
86.43%
Evercore Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/13/2024 | 3.72 M | $775.45 M | 2.05% | 9.68% |
| BLACKROCK INC. | 08/13/2024 | 3.50 M | $730.21 M | 1.12% | 9.11% |
| BOSTON PARTNERS | 08/14/2024 | 1.68 M | $350.41 M | -2.02% | 4.36% |
| STATE STREET CORP | 08/14/2024 | 1.09 M | $226.88 M | -0.33% | 2.83% |
| INVESCO LTD. | 08/13/2024 | 1.07 M | $222.91 M | 15.65% | 2.78% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/09/2024 | 1.04 M | $216.93 M | -1.01% | 2.71% |
| TD ASSET MANAGEMENT INC | 08/02/2024 | 1.03 M | $214.78 M | 27.68% | 2.68% |
| JPMORGAN CHASE & CO | 08/12/2024 | 948,892 | $197.78 M | -10.28% | 2.47% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 797,951 | $166.29 M | -4.17% | 2.08% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 788,205 | $164.29 M | 70.61% | 2.05% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 08/09/2024 | 745,235 | $155.33 M | -0.08% | 1.94% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 683,865 | $142.57 M | 7.60% | 1.78% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 665,572 | $138.73 M | -10.69% | 1.73% |
| LORD, ABBETT & CO. LLC | 10/07/2024 | 638,642 | $133.11 M | 71.49% | 1.66% |
| PRIMECAP MANAGEMENT CO/CA/ | 08/09/2024 | 604,550 | $126.01 M | 1.36% | 1.57% |
| MORGAN STANLEY | 10/17/2024 | 551,541 | $114.96 M | -6.88% | 1.43% |
| BAHL & GAYNOR INC | 08/07/2024 | 426,252 | $88.84 M | 0.33% | 1.11% |
| CHANNING CAPITAL MANAGEMENT, LLC | 08/14/2024 | 425,840 | $88.76 M | -1.98% | 1.11% |
| NORGES BANK | 08/14/2024 | 424,163 | $88.41 M | 100.00% | 1.10% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 411,998 | $85.87 M | -2.69% | 1.07% |
| CITADEL ADVISORS LLC | 08/14/2024 | 380,145 | $79.23 M | 3,252.54% | 0.99% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 07/19/2024 | 346,470 | $72.21 M | 18.63% | 0.90% |
| FISHER ASSET MANAGEMENT, LLC | 08/14/2024 | 301,853 | $62.92 M | -1.92% | 0.79% |
| PARALEL ADVISORS LLC | 08/06/2024 | 300,000 | $62.53 M | 0.00% | 0.78% |
| BOSTON TRUST WALDEN CORP | 07/19/2024 | 299,790 | $62.49 M | -0.07% | 0.78% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2024 | 282,694 | $58.92 M | -2.75% | 0.74% |
| NORTHERN TRUST CORP | 08/14/2024 | 281,974 | $58.77 M | 16.13% | 0.73% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 268,760 | $56.02 M | 1.84% | 0.70% |
| SCOUT INVESTMENTS, INC. | 08/12/2024 | 262,147 | $54.64 M | -4.55% | 0.68% |
| EPOCH INVESTMENT PARTNERS, INC. | 08/13/2024 | 261,849 | $54.58 M | 3.32% | 0.68% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 258,301 | $53.84 M | -5.37% | 0.67% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2024 | 240,586 | $50.15 M | -32.85% | 0.63% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 229,555 | $47.85 M | 42.62% | 0.60% |
| FRANKLIN RESOURCES INC | 08/14/2024 | 226,287 | $47.17 M | -1.18% | 0.59% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 08/12/2024 | 190,649 | $39.74 M | -34.71% | 0.50% |
| MACQUARIE GROUP LTD | 08/09/2024 | 189,077 | $39.41 M | -0.01% | 0.49% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 187,168 | $39.01 M | -15.00% | 0.49% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 08/15/2024 | 181,433 | $37.82 M | -11.20% | 0.47% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 179,180 | $37.35 M | 37.26% | 0.47% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 174,684 | $36.41 M | 28.93% | 0.45% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 160,042 | $33.36 M | 24.72% | 0.42% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 158,992 | $33.14 M | -47.17% | 0.41% |
| PROSHARE ADVISORS LLC | 08/13/2024 | 158,938 | $33.13 M | -6.89% | 0.41% |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 08/09/2024 | 154,560 | $32.21 M | 27.52% | 0.40% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 08/14/2024 | 151,077 | $31.49 M | 1.13% | 0.39% |
| COOKSON PEIRCE & CO INC | 08/14/2024 | 137,309 | $28.62 M | 15.87% | 0.36% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/31/2024 | 133,546 | $27.84 M | -4.52% | 0.35% |
| BRAUN STACEY ASSOCIATES INC | 07/29/2024 | 126,736 | $26.42 M | 5.99% | 0.33% |
| ARIEL INVESTMENTS, LLC | 08/14/2024 | 121,221 | $25.27 M | -3.98% | 0.32% |
| VICTORY CAPITAL MANAGEMENT INC | 08/05/2024 | 120,790 | $25.18 M | 39.63% | 0.31% |
Evercore Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of EVR shares?
During the previous two years, 266 institutional investors and hedge funds held shares of Evercore Inc.. The most heavily invested institutionals were:
PICTON MAHONEY ASSET MANAGEMENT: 0
Abich Financial Wealth Management LLC: 0
SYSTM Wealth Solutions LLC: 0
NKCFO LLC: 0
Inspire Advisors, LLC: 0
Squarepoint Ops LLC: 0
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What percentage of Evercore Inc. stock is owned by institutional investors?
87.84% of Evercore Inc. stock is owned by institutional investors.
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How much institutional buying is happening at EVR ?
Institutional investors have bought a total of 23.96 M shares in the last 24 months. This purchase volume represents approximately $7.11 B in transactions.