Evercore Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 3.84 M | $973.45 M | 3.28% | 10.03% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 3.50 M | $886.84 M | 100.00% | 9.14% |
| BOSTON PARTNERS | 11/12/2024 | 1.48 M | $376.74 M | -11.40% | 3.88% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 1.37 M | $346.60 M | 73.58% | 3.57% |
| INVESCO LTD. | 11/12/2024 | 1.29 M | $325.88 M | 20.28% | 3.36% |
| STATE STREET CORP | 11/14/2024 | 1.10 M | $278.46 M | 0.98% | 2.87% |
| TD ASSET MANAGEMENT INC | 11/01/2024 | 1.06 M | $268.80 M | 2.64% | 2.76% |
| LORD, ABBETT & CO. LLC | 12/13/2024 | 922,978 | $233.83 M | 44.52% | 2.41% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 907,767 | $229.97 M | -12.78% | 2.37% |
| JPMORGAN CHASE & CO | 12/26/2024 | 802,912 | $203.41 M | -15.38% | 2.10% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2024 | 733,004 | $185.70 M | -1.64% | 1.91% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 718,208 | $181.99 M | 5.02% | 1.88% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 591,874 | $149.95 M | -25.83% | 1.55% |
| MORGAN STANLEY | 11/14/2024 | 539,992 | $136.80 M | -2.09% | 1.41% |
| FMR LLC | 11/13/2024 | 451,822 | $114.46 M | 520.44% | 1.18% |
| BAHL & GAYNOR INC | 11/12/2024 | 435,921 | $110.44 M | 2.27% | 1.14% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 390,758 | $98.99 M | -41.29% | 1.02% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 376,032 | $95.26 M | -8.73% | 0.98% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 366,028 | $92.73 M | 36.19% | 0.96% |
| PRIMECAP MANAGEMENT CO/CA/ | 11/08/2024 | 350,520 | $88.80 M | -42.02% | 0.92% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2024 | 320,228 | $81.13 M | 6.09% | 0.84% |
| PARALEL ADVISORS LLC | 11/13/2024 | 300,000 | $76.00 M | 0.00% | 0.78% |
| EPOCH INVESTMENT PARTNERS, INC. | 11/13/2024 | 270,965 | $68.65 M | 3.48% | 0.71% |
| CHANNING CAPITAL MANAGEMENT, LLC | 11/13/2024 | 270,647 | $68.57 M | -36.44% | 0.71% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 261,475 | $66.24 M | 8.68% | 0.68% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 257,667 | $65.28 M | -0.25% | 0.67% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 11/14/2024 | 240,855 | $61.02 M | 32.75% | 0.63% |
| BOSTON TRUST WALDEN CORP | 10/24/2024 | 231,193 | $58.57 M | -22.88% | 0.60% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 223,369 | $60.54 M | -1.29% | 0.58% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 218,785 | $55.43 M | 25.25% | 0.57% |
| MACQUARIE GROUP LTD | 11/14/2024 | 206,861 | $52.41 M | 9.41% | 0.54% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 202,342 | $51.26 M | 8.11% | 0.53% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 179,692 | $45.52 M | -21.72% | 0.47% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 178,853 | $45.31 M | 12.49% | 0.47% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 171,880 | $678,000 | 100.00% | 0.45% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 163,968 | $41.54 M | -8.49% | 0.43% |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 11/08/2024 | 157,160 | $39.81 M | 1.68% | 0.41% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 11/06/2024 | 155,535 | $39.40 M | -55.11% | 0.41% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 11/13/2024 | 153,195 | $38.93 M | -19.65% | 0.40% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 150,502 | $38.04 M | 107.61% | 0.39% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 11/14/2024 | 146,510 | $37.12 M | -3.02% | 0.38% |
| SCOUT INVESTMENTS, INC. | 11/12/2024 | 145,751 | $38.71 M | -44.40% | 0.38% |
| BRAUN STACEY ASSOCIATES INC | 11/07/2024 | 138,158 | $35.00 M | 9.01% | 0.36% |
| COOKSON PEIRCE & CO INC | 11/12/2024 | 137,107 | $34.73 M | -0.15% | 0.36% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 122,383 | $31.00 M | 1.32% | 0.32% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 120,683 | $30.57 M | 12.89% | 0.32% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2024 | 117,303 | $29.72 M | 1,140.25% | 0.31% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 11/08/2024 | 114,733 | $29.07 M | 100.00% | 0.30% |
| RETIREMENT SYSTEMS OF ALABAMA | 12/06/2024 | 113,777 | $28.82 M | -0.37% | 0.30% |
| STRS OHIO | 11/01/2024 | 110,928 | $28.10 M | -0.90% | 0.29% |
Evercore Inc.institutional Ownership - FAQ's
During the previous two years, 701 institutional investors and hedge funds held shares of Evercore Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 3.84 M
BlackRock Funding, Inc. /DE: 3.5 M
Boston Partners: 1.48 M
WELLINGTON MANAGEMENT GROUP LLP: 1.37 M
Invesco Ltd.: 1.29 M
STATE STREET CORP: 1.1 M
85.81% of Evercore Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 45.80 M shares in the last 24 months. This purchase volume represents approximately $12.73 B in transactions.