Evercore Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VANGUARD GROUP INC | 05/09/2025 | 3.86 M | $771.46 M | 0.68% | 9.98% |
BLACKROCK, INC. | 05/02/2025 | 3.57 M | $713.03 M | -0.08% | 9.22% |
BOSTON PARTNERS | 05/13/2025 | 1.54 M | $307.04 M | 5.04% | 3.98% |
STATE STREET CORP | 05/15/2025 | 1.14 M | $227.31 M | 1.22% | 2.94% |
INVESCO LTD. | 05/12/2025 | 866.88 K | $173.13 M | -39.11% | 2.24% |
UBS GROUP AG | 05/13/2025 | 782.19 K | $156.22 M | 329.90% | 2.02% |
GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 771.98 K | $154.22 M | 3.73% | 1.99% |
MORGAN STANLEY | 05/15/2025 | 709.35 K | $141.67 M | 36.72% | 1.83% |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/02/2025 | 691.00 K | $138.01 M | -10.78% | 1.78% |
FULLER & THALER ASSET MANAGEMENT, INC. | 05/13/2025 | 685.54 K | $136.92 M | -1.00% | 1.77% |
JPMORGAN CHASE & CO | 05/12/2025 | 648.23 K | $129.46 M | 4.63% | 1.67% |
MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 609.89 K | $121.81 M | 819.28% | 1.58% |
TD ASSET MANAGEMENT INC | 05/07/2025 | 583.37 K | $116.51 M | -39.00% | 1.51% |
DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 560.96 K | $112.03 M | 17.85% | 1.45% |
EMINENCE CAPITAL, LP | 05/15/2025 | 534.38 K | $106.73 M | 100.00% | 1.38% |
PRICE T ROWE ASSOCIATES INC /MD/ | 05/14/2025 | 513.16 K | $102.49 M | 58.71% | 1.33% |
QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2025 | 505.13 K | $100.89 M | 223.00% | 1.30% |
AQR CAPITAL MANAGEMENT LLC | 05/15/2025 | 486.37 K | $94.44 M | 134.48% | 1.26% |
BAHL & GAYNOR INC | 05/14/2025 | 447.54 K | $89.38 M | -0.26% | 1.16% |
TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 389.37 K | $77.76 M | 158.47% | 1.01% |
BANK OF NEW YORK MELLON CORP | 04/29/2025 | 379.34 K | $75.76 M | 2.73% | 0.98% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 355.72 K | $71.04 M | -0.79% | 0.92% |
FISHER ASSET MANAGEMENT, LLC | 05/14/2025 | 355.22 K | $70.94 M | 11.26% | 0.92% |
TWO SIGMA ADVISERS, LP | 05/15/2025 | 349.50 K | $69.80 M | 238.33% | 0.90% |
GOLDMAN SACHS GROUP INC | 06/27/2025 | 311.03 K | $62.12 M | 1.93% | 0.80% |
PARALEL ADVISORS LLC | 05/14/2025 | 300.00 K | $59.92 M | 0.00% | 0.77% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 295.38 K | $58.99 M | 56.52% | 0.76% |
NORTHERN TRUST CORP | 05/13/2025 | 295.09 K | $58.94 M | -2.13% | 0.76% |
STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 05/01/2025 | 285.26 K | $56.97 M | 40.77% | 0.74% |
PRIMECAP MANAGEMENT CO/CA/ | 05/09/2025 | 252.13 K | $50.36 M | -16.70% | 0.65% |
05/12/2025 | 228.33 K | $45.60 M | 100.00% | 0.59% | |
RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 212.40 K | $42.42 M | 1,067.03% | 0.55% |
BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 05/14/2025 | 196.58 K | $39.26 M | 5.59% | 0.51% |
FMR LLC | 05/12/2025 | 195.15 K | $38.98 M | -81.13% | 0.50% |
MACQUARIE GROUP LTD | 05/15/2025 | 193.75 K | $38.70 M | -7.76% | 0.50% |
GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 05/12/2025 | 191.39 K | $38.22 M | 27.62% | 0.49% |
POINT72 ASSET MANAGEMENT, L.P. | 05/15/2025 | 186.74 K | $37.29 M | 100.00% | 0.48% |
TUDOR INVESTMENT CORP ET AL | 05/15/2025 | 170.85 K | $34.12 M | 97.82% | 0.44% |
WELLINGTON MANAGEMENT GROUP LLP | 05/13/2025 | 169.58 K | $33.87 M | -80.18% | 0.44% |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/14/2025 | 168.64 K | $33.68 M | 2,975.20% | 0.44% |
BOSTON TRUST WALDEN CORP | 04/21/2025 | 164.03 K | $32.76 M | -17.59% | 0.42% |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2025 | 155.47 K | $31.05 M | 424.39% | 0.40% |
RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 151.80 K | $30.32 M | -26.02% | 0.39% |
FRANKLIN RESOURCES INC | 05/13/2025 | 151.26 K | $30.21 M | -29.62% | 0.39% |
PRINCIPAL FINANCIAL GROUP INC | 04/28/2025 | 144.55 K | $28.87 M | -15.18% | 0.37% |
JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2025 | 139.06 K | $27.77 M | -48.78% | 0.36% |
EPOCH INVESTMENT PARTNERS, INC. | 05/14/2025 | 137.06 K | $27.37 M | 125.98% | 0.35% |
CUBIST SYSTEMATIC STRATEGIES, LLC | 05/15/2025 | 132.84 K | $26.53 M | 100.00% | 0.34% |
BRAUN STACEY ASSOCIATES INC | 04/29/2025 | 128.09 K | $25.58 M | -3.47% | 0.33% |
DRIEHAUS CAPITAL MANAGEMENT LLC | 05/15/2025 | 127.28 K | $25.42 M | -49.64% | 0.33% |
Evercore Inc. institutional Ownership - FAQ's
During the previous two years, 792 institutional investors and hedge funds held shares of Evercore Inc.. The most heavily invested institutionals were:
PRIVATE CLIENT SERVICES, LLC: 0
FIRST HAWAIIAN BANK: 0
VANGUARD GROUP INC: 3.86 M
BlackRock, Inc.: 3.57 M
Boston Partners: 1.54 M
STATE STREET CORP: 1.14 M
87.63% of Evercore Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 47.60 M shares in the last 24 months. This purchase volume represents approximately $13.68 B in transactions.