Evercore Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 02/11/2025 | 3.84 M | $1.06 B | -0.15% | 10.02% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 3.57 M | $990.44 M | 2.07% | 9.33% |
| BOSTON PARTNERS | 02/11/2025 | 1.47 M | $406.16 M | -1.28% | 3.83% |
| INVESCO LTD. | 02/13/2025 | 1.42 M | $394.65 M | 10.68% | 3.72% |
| STATE STREET CORP | 02/14/2025 | 1.12 M | $311.69 M | 2.30% | 2.94% |
| FMR LLC | 02/13/2025 | 1.03 M | $286.67 M | 128.90% | 2.70% |
| TD ASSET MANAGEMENT INC | 02/11/2025 | 956,327 | $265.08 M | -9.59% | 2.50% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 855,517 | $237.14 M | -37.47% | 2.23% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 02/12/2025 | 774,470 | $214.68 M | -14.68% | 2.02% |
| LORD, ABBETT & CO. LLC | 02/14/2025 | 755,018 | $209.28 M | -18.20% | 1.97% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 744,232 | $206.34 M | 3.62% | 1.94% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 02/14/2025 | 692,503 | $191.95 M | -5.53% | 1.81% |
| JPMORGAN CHASE & CO | 02/12/2025 | 619,551 | $171.73 M | -22.84% | 1.62% |
| NORGES BANK | 02/12/2025 | 480,743 | $133.26 M | 100.00% | 1.26% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 475,998 | $131.95 M | -19.58% | 1.24% |
| BAHL & GAYNOR INC | 02/06/2025 | 448,718 | $124.38 M | 2.94% | 1.17% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 369,247 | $102.35 M | -1.80% | 0.96% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 358,540 | $99.38 M | -2.05% | 0.94% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 323,324 | $89.62 M | 1,288.13% | 0.84% |
| FISHER ASSET MANAGEMENT, LLC | 02/05/2025 | 319,267 | $88.50 M | -0.30% | 0.83% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 305,131 | $84.58 M | 39.47% | 0.80% |
| PRIMECAP MANAGEMENT CO/CA/ | 02/10/2025 | 302,670 | $83.90 M | -13.65% | 0.79% |
| PARALEL ADVISORS LLC | 02/13/2025 | 300,000 | $83.16 M | 0.00% | 0.78% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 02/14/2025 | 252,732 | $70.05 M | 4.93% | 0.66% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 226,851 | $62.88 M | -11.96% | 0.59% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 226,804 | $62.87 M | 26.22% | 0.59% |
| FRANKLIN RESOURCES INC | 02/12/2025 | 214,917 | $59.57 M | -3.78% | 0.56% |
| MACQUARIE GROUP LTD | 02/14/2025 | 210,050 | $58.22 M | 1.54% | 0.55% |
| AQR CAPITAL MANAGEMENT LLC | 02/14/2025 | 207,425 | $57.50 M | 37.82% | 0.54% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 205,198 | $56.88 M | 100.00% | 0.54% |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 01/28/2025 | 202,642 | $56.17 M | 100.00% | 0.53% |
| BOSTON TRUST WALDEN CORP | 01/24/2025 | 199,037 | $55.17 M | -13.91% | 0.52% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 02/12/2025 | 186,172 | $51.61 M | 62.27% | 0.49% |
| UBS GROUP AG | 02/14/2025 | 181,945 | $50.43 M | 235.06% | 0.48% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 170,428 | $47.24 M | 3.94% | 0.45% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 156,390 | $43.35 M | 146.85% | 0.41% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 150,643 | $41.76 M | 93.18% | 0.39% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 150,067 | $41.60 M | -16.09% | 0.39% |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 02/07/2025 | 149,970 | $41.57 M | -4.58% | 0.39% |
| COOKSON PEIRCE & CO INC | 02/06/2025 | 136,438 | $37.82 M | -0.49% | 0.36% |
| BRAUN STACEY ASSOCIATES INC | 01/31/2025 | 132,691 | $36.78 M | -3.96% | 0.35% |
| PROFICIO CAPITAL PARTNERS LLC | 02/05/2025 | 132,220 | $132,220 | 100.00% | 0.35% |
| CHANNING CAPITAL MANAGEMENT, LLC | 02/07/2025 | 132,120 | $36.62 M | -51.18% | 0.35% |
| PROSHARE ADVISORS LLC | 02/14/2025 | 128,172 | $35.53 M | -5.77% | 0.33% |
| VICTORY CAPITAL MANAGEMENT INC | 02/06/2025 | 122,873 | $34.06 M | 0.40% | 0.32% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 02/12/2025 | 119,009 | $33.07 M | -22.32% | 0.31% |
| ARTEMIS INVESTMENT MANAGEMENT LLP | 01/16/2025 | 116,229 | $32.22 M | 100.00% | 0.30% |
| RETIREMENT SYSTEMS OF ALABAMA | 01/27/2025 | 113,516 | $31.47 M | -0.23% | 0.30% |
| MAN GROUP PLC | 02/14/2025 | 110,053 | $30.51 M | -0.37% | 0.29% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 105,109 | $29.14 M | 5.80% | 0.27% |
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Evercore Inc. institutional Ownership - FAQ's
During the previous two years, 756 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: 3.57 M
Boston Partners: 1.47 M
Invesco Ltd.: 1.42 M
STATE STREET CORP: 1.12 M
FMR LLC: 1.03 M
86.92% of Evercore Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 46.61 M shares in the last 24 months. This purchase volume represents approximately $13.00 B in transactions.