Evercore Ownership 2024 | Who Owns Evercore Now?
Institutional Ownership
26.93%
Insider Ownership
7.42%
Retail Ownership
65.64%
Institutional Holders
244.00
Evercore Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.68% | 0.01% | 3,720,443 | 74,684 | 2.05% | 775,451,934 | Jun 30, 2024 |
| BLACKROCK INC. | 9.11% | 0.02% | 3,503,359 | 38,655 | 1.12% | 730,205,082 | Jun 30, 2024 |
| BOSTON PARTNERS | 4.36% | 0.44% | 1,675,062 | -34,454 | -2.02% | 350,413,250 | Jun 30, 2024 |
| STATE STREET CORP | 2.83% | 0.01% | 1,088,531 | -3,648 | -0.33% | 226,882,516,000 | Jun 30, 2024 |
| INVESCO LTD. | 2.78% | 0.05% | 1,069,475 | 144,701 | 15.65% | 222,910,691 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.71% | 0.07% | 1,040,780 | -10,581 | -1.01% | 216,929,775 | Jun 30, 2024 |
| TD ASSET MANAGEMENT INC | 2.68% | 0.20% | 1,030,481 | 223,383 | 27.68% | 214,783,155 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.47% | 0.02% | 948,892 | -108,719 | -10.28% | 197,777,621 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.08% | 0.04% | 797,951 | -34,681 | -4.17% | 166,289,117 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.05% | 0.03% | 788,205 | 326,205 | 70.61% | 164,285,568 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.94% | 0.67% | 745,235 | -581 | -0.08% | 155,329,335 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.78% | 0.01% | 683,865 | 48,297 | 7.60% | 142,571,044 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.73% | 0.06% | 665,572 | -79,640 | -10.69% | 138,725,172 | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | 1.66% | 0.44% | 638,642 | 266,226 | 71.49% | 133,112,000 | Jun 30, 2024 |
| PRIMECAP MANAGEMENT CO/CA/ | 1.57% | 0.09% | 604,550 | 8,100 | 1.36% | 126,006,356 | Jun 30, 2024 |
| MORGAN STANLEY | 1.43% | 0.01% | 551,541 | -40,753 | -6.88% | 114,958,128 | Jun 30, 2024 |
| BAHL & GAYNOR INC | 1.11% | 0.50% | 426,252 | 1,388 | 0.33% | 88,843,697 | Jun 30, 2024 |
| CHANNING CAPITAL MANAGEMENT, LLC | 1.11% | 2.44% | 425,840 | -8,589 | -1.98% | 88,757,831 | Jun 30, 2024 |
| NORGES BANK | 1.10% | 0.01% | 424,163 | 424,163 | 100.00% | 88,408,294 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.07% | 0.02% | 411,998 | -11,399 | -2.69% | 85,872,757 | Jun 30, 2024 |
Evercore's largest institutional shareholder is VANGUARD GROUP INC, holding 9.68% of the company's total share outstanding, currently valued at $775.45M. The top 10 institutional shareholders own together 40.75% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PARALEL ADVISORS LLC | 0.78% | 2.99% | 300,000 | - | - | 62,529,000 | Jun 30, 2024 |
| CHANNING CAPITAL MANAGEMENT, LLC | 1.11% | 2.44% | 425,840 | -8,589 | -1.98% | 88,757,831 | Jun 30, 2024 |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 0.40% | 2.35% | 154,560 | 33,360 | 27.52% | 32,214,941 | Jun 30, 2024 |
| NITORUM CAPITAL, L.P. | 0.23% | 2.01% | 88,495 | -31,949 | -26.53% | 18,445,013 | Jun 30, 2024 |
| CCM INVESTMENT ADVISERS LLC | 0.20% | 1.87% | 76,211 | -3,315 | -4.17% | 15,884,827 | Jun 30, 2024 |
| MORSE ASSET MANAGEMENT, INC | 0.09% | 1.80% | 35,529 | 5,046 | 16.55% | 7,405,000 | Jun 30, 2024 |
| PIER CAPITAL, LLC | 0.15% | 1.75% | 56,320 | -4,925 | -8.04% | 11,738,778 | Jun 30, 2024 |
| QSV EQUITY INVESTORS LLC | 0.02% | 1.74% | 7,999 | -46 | -0.57% | 1,667,232 | Jun 30, 2024 |
| DORSEY WRIGHT & ASSOCIATES | 0.08% | 1.60% | 29,516 | 375 | 1.29% | 6,152,000 | Jun 30, 2024 |
| NICHOLAS INVESTMENT PARTNERS, LP | 0.19% | 1.55% | 71,535 | -16,446 | -18.69% | 14,910,040 | Jun 30, 2024 |
| SCOUT INVESTMENTS, INC. | 0.68% | 1.47% | 262,147 | -12,498 | -4.55% | 54,639,299 | Jun 30, 2024 |
| COOKSON PEIRCE & CO INC | 0.36% | 1.38% | 137,309 | 18,804 | 15.87% | 28,619,315 | Jun 30, 2024 |
| MOODY ALDRICH PARTNERS LLC | 0.08% | 1.33% | 32,628 | -28,502 | -46.63% | 6,800,654 | Jun 30, 2024 |
| CRAMER ROSENTHAL MCGLYNN LLC | 0.28% | 1.32% | 107,759 | 9,346 | 9.50% | 22,460,208 | Jun 30, 2024 |
| RIVERWATER PARTNERS LLC | 0.02% | 1.30% | 8,389 | -89 | -1.05% | 1,748,519 | Jun 30, 2024 |
| GRANDEUR PEAK GLOBAL ADVISORS, LLC | 0.18% | 1.12% | 67,443 | -6,299 | -8.54% | 14,057,144 | Jun 30, 2024 |
| CENTRIC WEALTH MANAGEMENT | 0.04% | 1.11% | 15,408 | 222 | 1.46% | 3,840,066 | Jun 30, 2024 |
| MONUMENT CAPITAL MANAGEMENT | 0.04% | 1.06% | 17,269 | -175 | -1.00% | 3,599,480 | Jun 30, 2024 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 0.20% | 1.03% | 76,420 | - | - | 15,928,221 | Jun 30, 2024 |
| BRAUN STACEY ASSOCIATES INC | 0.33% | 1.02% | 126,736 | 7,158 | 5.99% | 26,416,000 | Jun 30, 2024 |
The largest Evercore shareholder by % of total assets is PARALEL ADVISORS LLC. The company owns 300.00K shares of Evercore (EVR), representing 2.99% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.10% | 0.01% | 424,163 | 424,163 | 100.00% | 88,408,294 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.05% | 0.03% | 788,205 | 326,205 | 70.61% | 164,285,568 | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | 1.66% | 0.44% | 638,642 | 266,226 | 71.49% | 133,112,000 | Jun 30, 2024 |
| TD ASSET MANAGEMENT INC | 2.68% | 0.20% | 1,030,481 | 223,383 | 27.68% | 214,783,155 | Jun 30, 2024 |
| INVESCO LTD. | 2.78% | 0.05% | 1,069,475 | 144,701 | 15.65% | 222,910,691 | Jun 30, 2024 |
| SAMLYN CAPITAL, LLC | 0.22% | 0.29% | 82,727 | 82,727 | 100.00% | 17,242,788 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.20% | 0.57% | 76,166 | 76,166 | 100.00% | 15,875,468 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.68% | 0.01% | 3,720,443 | 74,684 | 2.05% | 775,451,934 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | 0.60% | 0.04% | 229,555 | 68,594 | 42.62% | 47,846,206 | Jun 30, 2024 |
| MORAN WEALTH MANAGEMENT, LLC | 0.14% | 0.38% | 55,110 | 55,110 | 100.00% | 11,486,577 | Jun 30, 2024 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 0.90% | 0.67% | 346,470 | 54,400 | 18.63% | 72,214,000 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.13% | 0.03% | 50,027 | 50,027 | 100.00% | 10,427,128 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.47% | 0.02% | 179,180 | 48,640 | 37.26% | 37,346,489,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.78% | 0.01% | 683,865 | 48,297 | 7.60% | 142,571,044 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.12% | 0.05% | 44,825 | 44,825 | 100.00% | 9,342,875 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.11% | 0.02% | 43,628 | 40,498 | 1293.87% | 9,093,384 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.45% | 0.01% | 174,684 | 39,192 | 28.93% | 36,409,310 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.73% | 0.01% | 281,974 | 39,168 | 16.13% | 58,771,841,000 | Jun 30, 2024 |
| CRESSET ASSET MANAGEMENT, LLC | 0.11% | 0.04% | 43,648 | 39,128 | 865.66% | 9,097,520 | Jun 30, 2024 |
| BLACKROCK INC. | 9.11% | 0.02% | 3,503,359 | 38,655 | 1.12% | 730,205,082 | Jun 30, 2024 |
As of Jun 30 2024, Evercore's largest institutional buyer is NORGES BANK. The company purchased 424.16K stocks of EVR, valued at $88.41M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AZORA CAPITAL LP | - | - | - | -170,278 | -100.00% | - | Jun 30, 2024 |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | - | - | - | -158,445 | -100.00% | - | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.41% | 0.02% | 158,992 | -141,936 | -47.17% | 33,138,703 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.63% | 0.21% | 240,586 | -117,709 | -32.85% | 50,145,340 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.47% | 0.02% | 948,892 | -108,719 | -10.28% | 197,777,621 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.50% | 0.04% | 190,649 | -101,350 | -34.71% | 39,736,971 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.14% | 0.04% | 54,205 | -89,320 | -62.23% | 11,297,948 | Jun 30, 2024 |
| MAVERICK CAPITAL LTD | - | - | - | -79,903 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.73% | 0.06% | 665,572 | -79,640 | -10.69% | 138,725,172 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.04% | 0.00% | 13,762 | -60,216 | -81.40% | 2,868,413 | Jun 30, 2024 |
| BRIDGEWATER ASSOCIATES, LP | 0.05% | 0.02% | 17,891 | -55,618 | -75.66% | 3,729,021 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.16% | 0.02% | 60,177 | -54,535 | -47.54% | 12,542,971 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.00% | 0.00% | 963 | -53,188 | -98.22% | 200,718 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -45,883 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | 1.43% | 0.01% | 551,541 | -40,753 | -6.88% | 114,958,128 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.07% | 0.01% | 28,315 | -36,940 | -56.61% | 5,901,721 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.08% | 0.04% | 797,951 | -34,681 | -4.17% | 166,289,117 | Jun 30, 2024 |
| BOSTON PARTNERS | 4.36% | 0.44% | 1,675,062 | -34,454 | -2.02% | 350,413,250 | Jun 30, 2024 |
| EXECUTIVE WEALTH MANAGEMENT, LLC | - | - | - | -33,113 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.49% | 0.00% | 187,168 | -33,033 | -15.00% | 39,011,416 | Jun 30, 2024 |
As of Jun 30 2024, Evercore's biggest institutional seller is AZORA CAPITAL LP. The company sold -0.17M shares of EVR, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.10% | 0.01% | 424,163 | 424,163 | 100.00% | 88,408,294 | Jun 30, 2024 |
| SAMLYN CAPITAL, LLC | 0.22% | 0.29% | 82,727 | 82,727 | 100.00% | 17,242,788 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.20% | 0.57% | 76,166 | 76,166 | 100.00% | 15,875,468 | Jun 30, 2024 |
| MORAN WEALTH MANAGEMENT, LLC | 0.14% | 0.38% | 55,110 | 55,110 | 100.00% | 11,486,577 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.12% | 0.05% | 44,825 | 44,825 | 100.00% | 9,342,875 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.06% | 0.08% | 22,833 | 22,833 | 100.00% | 4,759,082 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.02% | 0.01% | 9,458 | 9,458 | 100.00% | 1,971,331 | Jun 30, 2024 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 0.02% | 0.23% | 6,940 | 6,940 | 100.00% | 1,447,000 | Jun 30, 2024 |
| LECAP ASSET MANAGEMENT LTD | 0.01% | 0.21% | 4,736 | 4,736 | 100.00% | 987,124 | Jun 30, 2024 |
| BRIDGES INVESTMENT MANAGEMENT INC | 0.01% | 0.01% | 4,399 | 4,399 | 100.00% | 916,884 | Jun 30, 2024 |
| CHOREO, LLC | 0.01% | 0.01% | 3,659 | 3,659 | 100.00% | 772,236 | Jun 30, 2024 |
| TRIVANT CUSTOM PORTFOLIO GROUP, LLC | 0.01% | 0.43% | 3,331 | 3,331 | 100.00% | 694,281 | Jun 30, 2024 |
| NKCFO LLC | 0.01% | 0.38% | 3,300 | 3,300 | 100.00% | 688,000 | Jun 30, 2024 |
| CUSTOM INDEX SYSTEMS, LLC | 0.01% | 0.30% | 2,489 | 2,489 | 100.00% | 518,782 | Jun 30, 2024 |
| 0.01% | 0.06% | 2,233 | 2,233 | 100.00% | 495,945 | Jun 30, 2024 | |
| INSPIRE ADVISORS, LLC | 0.01% | 0.06% | 2,180 | 2,180 | 100.00% | 454,456 | Jun 30, 2024 |
| HARDY REED LLC | 0.00% | 0.04% | 1,854 | 1,854 | 100.00% | 386,430 | Jun 30, 2024 |
| CASTLEKNIGHT MANAGEMENT LP | 0.00% | 0.02% | 1,800 | 1,800 | 100.00% | 375,174 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.21% | 1,700 | 1,700 | 100.00% | 354,330 | Jun 30, 2024 |
| BLAIR WILLIAM & CO/IL | 0.00% | 0.00% | 1,628 | 1,628 | 100.00% | 339,338 | Jun 30, 2024 |
| COLONY GROUP, LLC | 0.00% | 0.00% | 1,490 | 1,490 | 100.00% | 311,000 | Jun 30, 2024 |
| GATEWAY INVESTMENT ADVISERS LLC | 0.00% | 0.00% | 1,463 | 1,463 | 100.00% | 304,933 | Jun 30, 2024 |
| OPPENHEIMER ASSET MANAGEMENT INC. | 0.00% | 0.00% | 1,306 | 1,306 | 100.00% | 272,210 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.02% | 1,214 | 1,214 | 100.00% | 253,034 | Jun 30, 2024 |
| INSIGHT WEALTH PARTNERS, LLC | 0.00% | 0.04% | 1,168 | 1,168 | 100.00% | 243,446 | Jun 30, 2024 |
| RITHOLTZ WEALTH MANAGEMENT | 0.00% | 0.01% | 1,082 | 1,082 | 100.00% | 225,605 | Jun 30, 2024 |
| CIBC ASSET MANAGEMENT INC | 0.00% | 0.00% | 1,075 | 1,075 | 100.00% | 224,062 | Jun 30, 2024 |
| BLEAKLEY FINANCIAL GROUP, LLC | 0.00% | 0.01% | 1,008 | 1,008 | 100.00% | 210,105 | Jun 30, 2024 |
| SIMPLICITY WEALTH,LLC | 0.00% | 0.00% | 1,006 | 1,006 | 100.00% | 209,688 | Jun 30, 2024 |
| COURIER CAPITAL LLC | 0.00% | 0.02% | 1,000 | 1,000 | 100.00% | 208,430 | Jun 30, 2024 |
| NARUS FINANCIAL PARTNERS, LLC | 0.00% | 0.08% | 999 | 999 | 100.00% | 208,222 | Jun 30, 2024 |
| GENUS CAPITAL MANAGEMENT INC. | 0.00% | 0.03% | 960 | 960 | 100.00% | 200,093 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.00% | 0.00% | 808 | 808 | 100.00% | 168,000 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | 0.00% | 625 | 625 | 100.00% | 130,272 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.02% | 242 | 242 | 100.00% | 50,441 | Jun 30, 2024 |
| GRADIENT INVESTMENTS LLC | 0.00% | 0.00% | 174 | 174 | 100.00% | 36,267 | Jun 30, 2024 |
| GLADIUS CAPITAL MANAGEMENT LP | 0.00% | 0.00% | 161 | 161 | 100.00% | 33,558 | Jun 30, 2024 |
| ORG PARTNERS LLC | 0.00% | 0.00% | 161 | 161 | 100.00% | 33,981,000 | Jun 30, 2024 |
| INTERVAL PARTNERS, LP | 0.00% | 0.07% | 160 | 160 | 100.00% | 3,334,880 | Jun 30, 2024 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0.00% | 0.00% | 149 | 149 | 100.00% | 31,056 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | 0.00% | 0.00% | 74 | 74 | 100.00% | 15,424 | Jun 30, 2024 |
| DUNHILL FINANCIAL, LLC | 0.00% | 0.00% | 32 | 32 | 100.00% | 6,670 | Jun 30, 2024 |
| EDGEROCK CAPITAL LLC | 0.00% | 0.00% | 29 | 29 | 100.00% | 6,044 | Jun 30, 2024 |
| SANDY SPRING BANK | 0.00% | 0.00% | 27 | 27 | 100.00% | 5,628 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 27 | 27 | 100.00% | 5,628 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.00% | 25 | 25 | 100.00% | 5,211 | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | 0.00% | 13 | 13 | 100.00% | 2,710 | Jun 30, 2024 |
| CULLEN/FROST BANKERS, INC. | - | - | 11 | 11 | 100.00% | 2,293 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 11 | 11 | 100.00% | 2,293 | Jun 30, 2024 |
| HIGHMARK WEALTH MANAGEMENT LLC | - | 0.00% | 10 | 10 | 100.00% | 2,084 | Jun 30, 2024 |
| ADDISON ADVISORS LLC | - | 0.00% | 8 | 8 | 100.00% | 1,668 | Jun 30, 2024 |
| SACHETTA, LLC | - | 0.00% | 4 | 4 | 100.00% | 989 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | - | - | 1 | 1 | 100.00% | 209 | Jun 30, 2024 |
| PRIVATE TRUST CO NA | - | - | 1 | 1 | 100.00% | 208 | Jun 30, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 209 | Jun 30, 2024 |
| VERSANT CAPITAL MANAGEMENT, INC | - | 0.00% | 1 | 1 | 100.00% | 208 | Jun 30, 2024 |
Evercore's largest new institutional shareholder by number of shares is NORGES BANK, purchased 424.16K shares, valued at $88.41M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AZORA CAPITAL LP | - | - | - | -170,278 | -100.00% | - | Jun 30, 2024 |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | - | - | - | -158,445 | -100.00% | - | Jun 30, 2024 |
| MAVERICK CAPITAL LTD | - | - | - | -79,903 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -45,883 | -100.00% | - | Jun 30, 2024 |
| EXECUTIVE WEALTH MANAGEMENT, LLC | - | - | - | -33,113 | -100.00% | - | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -21,204 | -100.00% | - | Jun 30, 2024 |
| EAM GLOBAL INVESTORS LLC | - | - | - | -21,165 | -100.00% | - | Jun 30, 2024 |
| SEIZERT CAPITAL PARTNERS, LLC | - | - | - | -21,077 | -100.00% | - | Jun 30, 2024 |
| POINT72 HONG KONG LTD | - | - | - | -19,379 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -11,864 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -9,404 | -100.00% | - | Jun 30, 2024 |
| INCEPTIONR LLC | - | - | - | -8,596 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -6,760 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -5,844 | -100.00% | - | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | - | - | - | -5,472 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -5,246 | -100.00% | - | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -5,064 | -100.00% | - | Jun 30, 2024 |
| MACKENZIE FINANCIAL CORP | - | - | - | -4,379 | -100.00% | - | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | - | - | - | -4,218 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -4,089 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -3,703 | -100.00% | - | Jun 30, 2024 |
| WRIGHT INVESTORS SERVICE INC | - | - | - | -3,611 | -100.00% | - | Jun 30, 2024 |
| BOKF, NA | - | - | - | -3,370 | -100.00% | - | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -3,204 | -100.00% | - | Jun 30, 2024 |
| CONCURRENT INVESTMENT ADVISORS, LLC | - | - | - | -2,800 | -100.00% | - | Jun 30, 2024 |
| WALLEYE TRADING LLC | - | - | - | -2,700 | -100.00% | - | Jun 30, 2024 |
| DIVERSIFY ADVISORY SERVICES, LLC | - | - | - | -2,476 | -100.00% | - | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | - | - | - | -2,401 | -100.00% | - | Jun 30, 2024 |
| HENNION & WALSH ASSET MANAGEMENT, INC. | - | - | - | -2,245 | -100.00% | - | Jun 30, 2024 |
| SPEARS ABACUS ADVISORS LLC | - | - | - | -2,114 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -1,900 | -100.00% | - | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | - | - | - | -1,811 | -100.00% | - | Jun 30, 2024 |
| USA FINANCIAL PORTFORMULAS CORP | - | - | - | -1,799 | -100.00% | - | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | - | - | - | -1,789 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -1,662 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -1,500 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -1,453 | -100.00% | - | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -1,447 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -1,349 | -100.00% | - | Jun 30, 2024 |
| DIAMETRIC CAPITAL, LP | - | - | - | -1,168 | -100.00% | - | Jun 30, 2024 |
| OAK THISTLE LLC | - | - | - | -1,109 | -100.00% | - | Jun 30, 2024 |
| PLANNED SOLUTIONS, INC. | - | - | - | -1,065 | -100.00% | - | Jun 30, 2024 |
| MERCER GLOBAL ADVISORS INC /ADV | - | - | - | -1,052 | -100.00% | - | Jun 30, 2024 |
| INVESTMENT HOUSE LLC | - | - | - | -1,050 | -100.00% | - | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | - | - | - | -1,048 | -100.00% | - | Jun 30, 2024 |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | - | - | - | -346 | -100.00% | - | Jun 30, 2024 |
| QUARRY LP | - | - | - | -317 | -100.00% | - | Jun 30, 2024 |
| HM PAYSON & CO | - | - | - | -131 | -100.00% | - | Jun 30, 2024 |
| GLOBAL X JAPAN CO., LTD. | - | - | - | -89 | -100.00% | - | Jun 30, 2024 |
| DUNCKER STREETT & CO INC | - | - | - | -82 | -100.00% | - | Jun 30, 2024 |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -77 | -100.00% | - | Jun 30, 2024 |
| INTERVAL PARTNERS, LP | - | - | - | -70 | -100.00% | - | Jun 30, 2024 |
| WETZEL INVESTMENT ADVISORS, INC. | - | - | - | -63 | -100.00% | - | Jun 30, 2024 |
| RICHARDSON FINANCIAL SERVICES INC. | - | - | - | -63 | -100.00% | - | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | - | - | - | -37 | -100.00% | - | Jun 30, 2024 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | - | - | - | -16 | -100.00% | - | Jun 30, 2024 |
| COLONIAL TRUST ADVISORS | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
| WR WEALTH PLANNERS, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
Evercore's largest sold out institutional shareholder by shares sold is AZORA CAPITAL LP, sold -0.17M shares, valued at -, as of undefined.
Evercore Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| AGF Investments Trust | 0.85% | -15,984 | - | - | Mar 31, 2024 |
| Fiera Capital Series Trust | 0.82% | 16,417 | - | - | Jun 30, 2023 |
| LORD ABBETT MID CAP STOCK FUND INC | 0.49% | 131,970 | - | - | Mar 31, 2024 |
| HARTFORD HLS SERIES FUND II INC | 0.48% | 117,830 | - | - | Dec 31, 2023 |
| abrdn Total Dynamic Dividend Fund | 0.22% | 94,800 | - | - | Jan 31, 2024 |
| BLACKROCK LARGE CAP FOCUS VALUE FUND, INC. | 0.19% | 129,230 | - | - | Mar 28, 2024 |
| SRH Total Return Fund, Inc. | 0.17% | 300,000 | - | - | Feb 29, 2024 |
| MFS SERIES TRUST XI | 0.17% | 810,349 | -9,724 | -1.19% | Mar 31, 2024 |
| LORD ABBETT DEVELOPING GROWTH FUND, INC. | 0.16% | 144,050 | - | - | Jan 31, 2024 |
| T. Rowe Price All-Cap Opportunities Fund, Inc. | 0.12% | 225,040 | 225,040 | - | Mar 31, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.12% | 42,263 | - | - | Mar 31, 2024 |
| abrdn Global Dynamic Dividend Fund | 0.10% | 12,800 | - | - | Jan 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.10% | 115,717 | - | - | Mar 28, 2024 |
| Vanguard Montgomery Funds | 0.08% | 19,526 | - | - | Mar 31, 2024 |
| CRM Mutual Fund Trust | 0.08% | 40,867 | 7,637 | 22.98% | Mar 31, 2024 |
| ROYCE CAPITAL FUND | 0.07% | 27,938 | -7,888 | -22.02% | Mar 31, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.07% | 283,370 | 2,392 | 0.85% | Mar 28, 2024 |
| Capitol Series Trust | 0.07% | 704,742 | 26,000 | 3.83% | Mar 31, 2024 |
| OSI ETF Trust | 0.06% | 10,830 | 663 | 6.52% | Mar 31, 2022 |
| John Hancock Funds III | 0.06% | 959,965 | 13,954 | 1.48% | Mar 31, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.06% | 4,320 | - | - | Sep 30, 2022 |
| NEIMAN FUNDS | 0.05% | 8,600 | 700 | 8.86% | Mar 31, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.05% | 21,432 | -1,555 | -6.76% | Jan 31, 2024 |
| Copeland Trust | 0.05% | 2,727 | - | - | Feb 29, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.05% | 44,218 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.05% | 23,859 | - | - | Mar 31, 2024 |
| BOSTON TRUST WALDEN FUNDS | 0.04% | 119,449 | -2,725 | -2.23% | Mar 28, 2024 |
| MASTER ADVANTAGE SMID CAP LLC | 0.03% | 3,976 | - | - | Dec 31, 2020 |
| ROYCE VALUE TRUST, INC. | 0.03% | 25,847 | 15,706 | 154.88% | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.03% | 67,221 | - | - | Mar 31, 2024 |
| VANGUARD FENWAY FUNDS | 0.02% | 525,700 | -60,430 | -10.31% | Mar 31, 2024 |
| FRANKLIN STRATEGIC SERIES | 0.02% | 169,000 | -70,800 | -29.52% | Jan 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.02% | 3,751 | 3,327 | 784.67% | Mar 28, 2024 |
| TOCQUEVILLE TRUST | 0.02% | 2,500 | - | - | Jan 31, 2024 |
| Federated Hermes Index Trust | 0.02% | 3,886 | -191 | -4.68% | Jan 31, 2024 |
| BLACKROCK MID-CAP VALUE SERIES, INC. | 0.02% | 20,667 | - | - | Jan 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.02% | 70,590 | -2,037 | -2.80% | Feb 29, 2024 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 0.02% | 29,669 | 13,947 | 88.71% | Mar 31, 2024 |
| EntrepreneurShares Series Trust | 0.02% | 4,288 | - | - | Dec 31, 2023 |
| DELAWARE VIP TRUST | 0.02% | 54,849 | -220 | -0.40% | Mar 28, 2024 |
| M FUND INC | 0.02% | 6,979 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.01% | 10,580 | - | - | Mar 31, 2024 |
| MASTER LARGE CAP SERIES LLC | 0.01% | 11,637 | - | - | Mar 31, 2022 |
| Monteagle Funds | 0.01% | 500 | - | - | Feb 29, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.01% | 109,446 | 36,631 | 50.31% | Feb 29, 2024 |
| GLENMEDE FUND INC | 0.01% | 92,640 | -2,635 | -2.77% | Jan 31, 2024 |
| ROYCE FUND | 0.01% | 67,382 | 9,130 | 15.67% | Mar 31, 2024 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.01% | 87,747 | 5,931 | 7.25% | Jan 31, 2024 |
| PRIMECAP Odyssey Funds | 0.01% | 70,750 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.01% | 2,594 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 3,038,999 | -515,406 | -14.50% | Mar 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.01% | 11,796 | - | - | Mar 31, 2024 |
| Vericimetry Funds | 0.01% | 640 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 27,455 | -21,204 | -43.58% | Jan 31, 2024 |
| SUNAMERICA SERIES, INC. | 0.01% | 10,321 | 10,321 | - | Apr 30, 2021 |
| Humankind Benefit Corp | 0.01% | 140 | -14 | -9.09% | Dec 31, 2023 |
| HUSSMAN INVESTMENT TRUST | 0.01% | 21,000 | - | - | Dec 31, 2023 |
| CARILLON SERIES TRUST | 0.01% | 292,698 | -9,388 | -3.11% | Mar 31, 2024 |
| SIT MUTUAL FUNDS INC | 0.01% | 1,900 | - | - | Mar 28, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 11,596 | -6,732 | -36.73% | Feb 29, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.01% | 8,340 | 8,340 | - | Mar 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.01% | 63,310 | -97,100 | -60.53% | Mar 31, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.00% | 22,961 | - | - | Mar 28, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 3,801 | - | - | Dec 31, 2023 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.00% | 140,342 | - | - | Mar 31, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.00% | 3,646 | -430 | -10.55% | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.00% | 10,395 | - | - | Mar 31, 2024 |
| Federated Hermes Adviser Series | 0.00% | 26,138 | - | - | Mar 31, 2024 |
| VALUED ADVISERS TRUST | 0.00% | 3,927 | -271 | -6.46% | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 904 | - | - | Mar 31, 2024 |
| Voya EQUITY TRUST | 0.00% | 5,427 | 312 | 6.10% | Feb 29, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.00% | 32,658 | -3,641 | -10.03% | Mar 28, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.00% | 199,564 | 319 | 0.16% | Jan 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 21,954 | 202 | 0.93% | Jan 31, 2024 |
| Harbor ETF Trust | 0.00% | 15,618 | -1,838 | -10.53% | Jan 31, 2024 |
| ETF Series Solutions | 0.00% | 71,867 | -17,220 | -19.33% | Jan 31, 2024 |
| ALPS ETF Trust | 0.00% | 40,635 | 7,332 | 22.02% | Feb 29, 2024 |
| JAMES ADVANTAGE FUNDS | 0.00% | 6,730 | - | - | Dec 31, 2023 |
| Fidelity Commonwealth Trust II | 0.00% | 21,022 | - | - | Aug 31, 2023 |
| NUVEEN INVESTMENT TRUST | 0.00% | 1,700 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 7,653 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 302,684 | 24,907 | 8.97% | Feb 29, 2024 |
| SYNTAX ETF TRUST | 0.00% | 83 | -20 | -19.42% | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 218,720 | 41,779 | 23.61% | Jan 31, 2024 |
| Ivy Variable Insurance Portfolios | 0.00% | 49,805 | - | - | Mar 28, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 11,261 | -1,522 | -11.91% | Mar 31, 2020 |
| AMG FUNDS III | 0.00% | 10,265 | - | - | Mar 28, 2024 |
| PPM Funds | 0.00% | 1,575 | - | - | Mar 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.00% | 1,076 | - | - | Mar 31, 2024 |
| VANGUARD WHITEHALL FUNDS | 0.00% | 156,503 | -4,496 | -2.79% | Jan 31, 2024 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) | 0.00% | 388,310 | 25,098 | 6.91% | Feb 29, 2024 |
| VANGUARD EXPLORER FUND | 0.00% | 20,457 | - | - | Jan 31, 2024 |
| KP Funds | 0.00% | 71,581 | 13,017 | 22.23% | Sep 30, 2020 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.00% | 822 | 247 | 42.96% | Sep 30, 2020 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 303,772 | 7,124 | 2.40% | Feb 29, 2024 |
| MFS VARIABLE INSURANCE TRUST III | 0.00% | 24,395 | -325 | -1.31% | Mar 31, 2024 |
| Bernstein Fund Inc | 0.00% | 11,982 | -9,530 | -44.30% | Mar 31, 2024 |
| AMG Funds I | 0.00% | 2,693 | - | - | Jan 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 42,057 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS VARIABLE SERIES II | 0.00% | 3,114 | - | - | Mar 31, 2024 |
Evercore's largest mutual fund holder by % of total assets is "AGF Investments Trust", owning -15.98K shares, compromising 0.85% of its total assets.
Evercore Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 244 | -48.95% |
| 31 Mar, 24 | 478 | 8.64% |
| 31 Dec, 23 | 440 | 8.64% |
| 30 Sep, 23 | 405 | 0.25% |
| 30 Jun, 23 | 404 | -5.39% |
| 31 Mar, 23 | 427 | 5.96% |
| 31 Dec, 22 | 403 | 8.92% |
| 30 Sep, 22 | 370 | -3.90% |
| 30 Jun, 22 | 385 | -7.45% |
| 31 Mar, 22 | 416 | -5.88% |
| 31 Dec, 21 | 442 | 1.84% |
| 30 Sep, 21 | 434 | -0.23% |
| 30 Jun, 21 | 435 | 4.32% |
| 31 Mar, 21 | 417 | 16.81% |
| 31 Dec, 20 | 357 | 18.21% |
| 30 Sep, 20 | 302 | -0.33% |
| 30 Jun, 20 | 303 | 5.21% |
| 31 Mar, 20 | 288 | -11.93% |
| 31 Dec, 19 | 327 | -3.54% |
| 30 Sep, 19 | 339 | - |
| 30 Jun, 19 | 339 | -2.87% |
| 31 Mar, 19 | 349 | 2.65% |
| 31 Dec, 18 | 340 | -8.11% |
| 30 Sep, 18 | 370 | -1.86% |
| 30 Jun, 18 | 377 | 4.72% |
| 31 Mar, 18 | 360 | 6.51% |
| 31 Dec, 17 | 338 | 13.04% |
| 30 Sep, 17 | 299 | -0.99% |
| 30 Jun, 17 | 302 | 1.68% |
| 31 Mar, 17 | 297 | 6.07% |
| 31 Dec, 16 | 280 | 20.17% |
| 30 Sep, 16 | 233 | 1.75% |
| 30 Jun, 16 | 229 | -0.43% |
| 31 Mar, 16 | 230 | - |
| 31 Dec, 15 | 230 | 9.52% |
| 30 Sep, 15 | 210 | 3.45% |
| 30 Jun, 15 | 203 | -1.93% |
| 31 Mar, 15 | 207 | 2.48% |
| 31 Dec, 14 | 202 | -6.91% |
| 30 Sep, 14 | 217 | 7.43% |
| 30 Jun, 14 | 202 | -6.91% |
| 31 Mar, 14 | 217 | 5.85% |
| 31 Dec, 13 | 205 | 9.63% |
| 30 Sep, 13 | 187 | 19.11% |
| 30 Jun, 13 | 157 | 130.88% |
| 31 Mar, 13 | 68 | 33.33% |
| 31 Dec, 12 | 51 | 18.60% |
| 30 Sep, 12 | 43 | -2.27% |
| 30 Jun, 12 | 44 | -4.35% |
| 31 Mar, 12 | 46 | - |
| 31 Dec, 11 | 46 | 31.43% |
| 30 Sep, 11 | 35 | -20.45% |
| 30 Jun, 11 | 44 | 18.92% |
| 31 Mar, 11 | 37 | 32.14% |
| 31 Dec, 10 | 28 | -12.50% |
| 30 Sep, 10 | 32 | -11.11% |
| 30 Jun, 10 | 36 | 2.86% |
| 31 Mar, 10 | 35 | -12.50% |
| 31 Dec, 09 | 40 | -4.76% |
| 30 Sep, 09 | 42 | 40.00% |
| 30 Jun, 09 | 30 | 36.36% |
| 31 Mar, 09 | 22 | 4.76% |
| 31 Dec, 08 | 21 | 23.53% |
| 30 Sep, 08 | 17 | 21.43% |
| 30 Jun, 08 | 14 | -17.65% |
| 31 Mar, 08 | 17 | -5.56% |
| 31 Dec, 07 | 18 | 20.00% |
| 30 Sep, 07 | 15 | -25.00% |
| 30 Jun, 07 | 20 | 233.33% |
| 31 Mar, 07 | 6 | -53.85% |
| 31 Dec, 06 | 13 | 44.44% |
| 30 Sep, 06 | 9 | - |
| 30 Mar, 06 | 1 | - |
As of 30 Jun 24, 244 institutions are holding Evercore's shares, representing a decrease of -48.95% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 10,352,545 | -68.84% |
| 31 Mar, 24 | 33,219,373 | -0.33% |
| 31 Dec, 23 | 33,328,833 | 1.46% |
| 30 Sep, 23 | 32,850,318 | -0.72% |
| 30 Jun, 23 | 33,088,131 | 1.00% |
| 31 Mar, 23 | 32,761,786 | -0.28% |
| 31 Dec, 22 | 32,853,384 | 1.86% |
| 30 Sep, 22 | 32,253,136 | 1.17% |
| 30 Jun, 22 | 31,880,118 | -6.21% |
| 31 Mar, 22 | 33,989,879 | -1.15% |
| 31 Dec, 21 | 34,383,732 | -0.83% |
| 30 Sep, 21 | 34,670,673 | -2.53% |
| 30 Jun, 21 | 35,569,863 | -4.87% |
| 31 Mar, 21 | 37,389,222 | 3.59% |
| 31 Dec, 20 | 36,094,837 | -0.49% |
| 30 Sep, 20 | 36,274,139 | 2.12% |
| 30 Jun, 20 | 35,520,969 | -0.37% |
| 31 Mar, 20 | 35,654,279 | -4.74% |
| 31 Dec, 19 | 37,429,921 | 0.43% |
| 30 Sep, 19 | 37,270,892 | -2.73% |
| 30 Jun, 19 | 38,315,089 | 1.02% |
| 31 Mar, 19 | 37,928,013 | 4.18% |
| 31 Dec, 18 | 36,405,512 | -6.91% |
| 30 Sep, 18 | 39,109,295 | 0.43% |
| 30 Jun, 18 | 38,943,211 | -1.26% |
| 31 Mar, 18 | 39,441,373 | 2.03% |
| 31 Dec, 17 | 38,657,642 | 3.09% |
| 30 Sep, 17 | 37,498,065 | -2.87% |
| 30 Jun, 17 | 38,605,972 | -1.38% |
| 31 Mar, 17 | 39,144,445 | 6.05% |
| 31 Dec, 16 | 36,911,433 | 1.56% |
| 30 Sep, 16 | 36,342,761 | 2.87% |
| 30 Jun, 16 | 35,329,492 | -1.24% |
| 31 Mar, 16 | 35,772,539 | -3.48% |
| 31 Dec, 15 | 37,061,343 | -13.97% |
| 30 Sep, 15 | 43,078,801 | 29.16% |
| 30 Jun, 15 | 33,352,288 | -0.36% |
| 31 Mar, 15 | 33,474,084 | 2.57% |
| 31 Dec, 14 | 32,636,842 | 0.38% |
| 30 Sep, 14 | 32,513,732 | 0.88% |
| 30 Jun, 14 | 32,229,329 | 1.85% |
| 31 Mar, 14 | 31,644,721 | 4.01% |
| 31 Dec, 13 | 30,423,408 | 3.50% |
| 30 Sep, 13 | 29,393,464 | 4.89% |
| 30 Jun, 13 | 28,022,055 | 146.47% |
| 31 Mar, 13 | 11,369,477 | -7.74% |
| 31 Dec, 12 | 12,323,677 | 10.18% |
| 30 Sep, 12 | 11,184,841 | -0.61% |
| 30 Jun, 12 | 11,253,396 | -8.37% |
| 31 Mar, 12 | 12,281,713 | 8.90% |
| 31 Dec, 11 | 11,278,059 | 4.33% |
| 30 Sep, 11 | 10,810,494 | -19.32% |
| 30 Jun, 11 | 13,398,829 | 64.94% |
| 31 Mar, 11 | 8,123,256 | 49.59% |
| 31 Dec, 10 | 5,430,250 | 24.41% |
| 30 Sep, 10 | 4,364,637 | -28.88% |
| 30 Jun, 10 | 6,136,879 | 18.25% |
| 31 Mar, 10 | 5,189,897 | 1.18% |
| 31 Dec, 09 | 5,129,168 | 4.43% |
| 30 Sep, 09 | 4,911,393 | 89.31% |
| 30 Jun, 09 | 2,594,348 | -0.89% |
| 31 Mar, 09 | 2,617,563 | -43.29% |
| 31 Dec, 08 | 4,615,479 | 10.87% |
| 30 Sep, 08 | 4,163,149 | 56.67% |
| 30 Jun, 08 | 2,657,352 | -30.67% |
| 31 Mar, 08 | 3,833,166 | 2.91% |
| 31 Dec, 07 | 3,724,648 | 13.25% |
| 30 Sep, 07 | 3,288,934 | 1.87% |
| 30 Jun, 07 | 3,228,538 | 469.52% |
| 31 Mar, 07 | 566,890 | -46.96% |
| 31 Dec, 06 | 1,068,698 | 26.51% |
| 30 Sep, 06 | 844,738 | - |
| 30 Mar, 06 | 700 | - |
Evercore (EVR) has 10.35M shares outstanding as of 30 Jun 24, down -68.84% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 26.93% | 0.36% |
| 31 Mar, 24 | 86.42% | 1.12% |
| 31 Dec, 23 | 88.01% | 1.17% |
| 30 Sep, 23 | 86.85% | 1.16% |
| 30 Jun, 23 | 86.59% | 1.20% |
| 31 Mar, 23 | 85.07% | 1.21% |
| 31 Dec, 22 | 83.76% | 1.23% |
| 30 Sep, 22 | 82.46% | 1.29% |
| 30 Jun, 22 | 80.03% | 1.20% |
| 31 Mar, 22 | 81.52% | 1.04% |
| 31 Dec, 21 | 88.72% | 1.15% |
| 30 Sep, 21 | 87.85% | 1.15% |
| 30 Jun, 21 | 87.47% | 1.07% |
| 31 Mar, 21 | 90.39% | 1.16% |
| 31 Dec, 20 | 88.37% | 1.11% |
| 30 Sep, 20 | 89.14% | 1.17% |
| 30 Jun, 20 | 87.41% | 1.10% |
| 31 Mar, 20 | 89.15% | 1.02% |
| 31 Dec, 19 | 93.59% | 1.06% |
| 30 Sep, 19 | 93.87% | 1.05% |
| 30 Jun, 19 | 94.50% | 1.08% |
| 31 Mar, 19 | 93.66% | 1.14% |
| 31 Dec, 18 | 90.76% | 1.00% |
| 30 Sep, 18 | 95.47% | 1.05% |
| 30 Jun, 18 | 95.24% | 1.00% |
| 31 Mar, 18 | 97.56% | 1.03% |
| 31 Dec, 17 | 97.52% | 1.06% |
| 30 Sep, 17 | 96.04% | 1.04% |
| 30 Jun, 17 | 96.25% | 1.03% |
| 31 Mar, 17 | 96.70% | 1.09% |
| 31 Dec, 16 | 94.11% | 1.08% |
| 30 Sep, 16 | 93.40% | 1.15% |
| 30 Jun, 16 | 90.01% | 1.10% |
| 31 Mar, 16 | 90.29% | 0.91% |
| 31 Dec, 15 | 99.73% | 0.73% |
| 30 Sep, 15 | 117.15% | 1.40% |
| 30 Jun, 15 | 91.51% | 1.10% |
| 31 Mar, 15 | 91.15% | 1.13% |
| 31 Dec, 14 | 89.82% | 1.13% |
| 30 Sep, 14 | 89.01% | 1.09% |
| 30 Jun, 14 | 90.17% | 1.08% |
| 31 Mar, 14 | 91.28% | 1.02% |
| 31 Dec, 13 | 94.46% | 1.12% |
| 30 Sep, 13 | 91.71% | 1.18% |
| 30 Jun, 13 | 88.09% | 6.92% |
| 31 Mar, 13 | 35.68% | 2.10% |
| 31 Dec, 12 | 41.21% | 2.74% |
| 30 Sep, 12 | 38.78% | 2.61% |
| 30 Jun, 12 | 38.52% | 2.16% |
| 31 Mar, 12 | 42.20% | 2.25% |
| 31 Dec, 11 | 43.35% | 3.11% |
| 30 Sep, 11 | 37.32% | 1.17% |
| 30 Jun, 11 | 56.48% | 4.40% |
| 31 Mar, 11 | 35.82% | 4.69% |
| 31 Dec, 10 | 27.63% | 5.22% |
| 30 Sep, 10 | 23.00% | 2.21% |
| 30 Jun, 10 | 32.27% | 4.18% |
| 31 Mar, 10 | 27.79% | 2.55% |
| 31 Dec, 09 | 33.00% | 3.65% |
| 30 Sep, 09 | 30.06% | 8.66% |
| 30 Jun, 09 | 18.63% | 5.10% |
| 31 Mar, 09 | 19.10% | 1.65% |
| 31 Dec, 08 | 34.07% | 3.37% |
| 30 Sep, 08 | 31.82% | 7.49% |
| 30 Jun, 08 | 20.61% | 2.28% |
| 31 Mar, 08 | 30.05% | 3.35% |
| 31 Dec, 07 | 29.94% | 4.22% |
| 30 Sep, 07 | 26.63% | 2.27% |
| 30 Jun, 07 | 34.23% | 46.24% |
| 31 Mar, 07 | 8.60% | 1.88% |
| 31 Dec, 06 | 21.37% | 7.49% |
| 30 Sep, 06 | 16.89% | - |
| 30 Mar, 06 | 0.02% | - |
As of 30 Jun 24, Evercore is held by 26.93% institutional shareholders, representing a 0.36% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 114 | -51.49% |
| 31 Mar, 24 | 235 | 18.09% |
| 31 Dec, 23 | 199 | 11.80% |
| 30 Sep, 23 | 178 | 3.49% |
| 30 Jun, 23 | 172 | -18.87% |
| 31 Mar, 23 | 212 | 11.58% |
| 31 Dec, 22 | 190 | 17.28% |
| 30 Sep, 22 | 162 | -16.49% |
| 30 Jun, 22 | 194 | -11.42% |
| 31 Mar, 22 | 219 | 5.29% |
| 31 Dec, 21 | 208 | 12.43% |
| 30 Sep, 21 | 185 | -5.13% |
| 30 Jun, 21 | 195 | -13.72% |
| 31 Mar, 21 | 226 | 17.71% |
| 31 Dec, 20 | 192 | 38.13% |
| 30 Sep, 20 | 139 | -10.90% |
| 30 Jun, 20 | 156 | 14.71% |
| 31 Mar, 20 | 136 | -13.92% |
| 31 Dec, 19 | 158 | -1.25% |
| 30 Sep, 19 | 160 | -0.62% |
| 30 Jun, 19 | 161 | -12.97% |
| 31 Mar, 19 | 185 | 27.59% |
| 31 Dec, 18 | 145 | -15.20% |
| 30 Sep, 18 | 171 | -6.56% |
| 30 Jun, 18 | 183 | 2.23% |
| 31 Mar, 18 | 179 | 4.07% |
| 31 Dec, 17 | 172 | 16.22% |
| 30 Sep, 17 | 148 | -14.94% |
| 30 Jun, 17 | 174 | 10.83% |
| 31 Mar, 17 | 157 | -1.88% |
| 31 Dec, 16 | 160 | 34.45% |
| 30 Sep, 16 | 119 | -0.83% |
| 30 Jun, 16 | 120 | -7.69% |
| 31 Mar, 16 | 130 | -11.56% |
| 31 Dec, 15 | 147 | 25.64% |
| 30 Sep, 15 | 117 | 6.36% |
| 30 Jun, 15 | 110 | -9.09% |
| 31 Mar, 15 | 121 | 30.11% |
| 31 Dec, 14 | 93 | -31.11% |
| 30 Sep, 14 | 135 | 28.57% |
| 30 Jun, 14 | 105 | -11.02% |
| 31 Mar, 14 | 118 | -2.48% |
| 31 Dec, 13 | 121 | 2.54% |
| 30 Sep, 13 | 118 | -7.81% |
| 30 Jun, 13 | 128 | 166.67% |
| 31 Mar, 13 | 48 | 37.14% |
| 31 Dec, 12 | 35 | 9.38% |
| 30 Sep, 12 | 32 | 18.52% |
| 30 Jun, 12 | 27 | -10.00% |
| 31 Mar, 12 | 30 | 7.14% |
| 31 Dec, 11 | 28 | 47.37% |
| 30 Sep, 11 | 19 | -45.71% |
| 30 Jun, 11 | 35 | 45.83% |
| 31 Mar, 11 | 24 | 20.00% |
| 31 Dec, 10 | 20 | 42.86% |
| 30 Sep, 10 | 14 | -36.36% |
| 30 Jun, 10 | 22 | - |
| 31 Mar, 10 | 22 | 4.76% |
| 31 Dec, 09 | 21 | -22.22% |
| 30 Sep, 09 | 27 | 42.11% |
| 30 Jun, 09 | 19 | 46.15% |
| 31 Mar, 09 | 13 | - |
| 31 Dec, 08 | 13 | 30.00% |
| 30 Sep, 08 | 10 | 11.11% |
| 30 Jun, 08 | 9 | -10.00% |
| 31 Mar, 08 | 10 | -28.57% |
| 31 Dec, 07 | 14 | 27.27% |
| 30 Sep, 07 | 11 | -45.00% |
| 30 Jun, 07 | 20 | 300.00% |
| 31 Mar, 07 | 5 | -37.50% |
| 31 Dec, 06 | 8 | -11.11% |
| 30 Sep, 06 | 9 | - |
| 30 Mar, 06 | 1 | - |
114 institutional shareholders have increased their position in EVR stock as of 30 Jun 24 compared to 235 in the previous quarter (a -51.49% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 77 | -52.76% |
| 31 Mar, 24 | 163 | -6.32% |
| 31 Dec, 23 | 174 | 2.35% |
| 30 Sep, 23 | 170 | 2.41% |
| 30 Jun, 23 | 166 | 19.42% |
| 31 Mar, 23 | 139 | -7.95% |
| 31 Dec, 22 | 151 | -4.43% |
| 30 Sep, 22 | 158 | 12.06% |
| 30 Jun, 22 | 141 | -1.40% |
| 31 Mar, 22 | 143 | -14.88% |
| 31 Dec, 21 | 168 | 1.82% |
| 30 Sep, 21 | 165 | -6.78% |
| 30 Jun, 21 | 177 | 23.78% |
| 31 Mar, 21 | 143 | 26.55% |
| 31 Dec, 20 | 113 | 1.80% |
| 30 Sep, 20 | 111 | 1.83% |
| 30 Jun, 20 | 109 | -5.22% |
| 31 Mar, 20 | 115 | -13.53% |
| 31 Dec, 19 | 133 | - |
| 30 Sep, 19 | 133 | -0.75% |
| 30 Jun, 19 | 134 | 22.94% |
| 31 Mar, 19 | 109 | -31.01% |
| 31 Dec, 18 | 158 | 12.06% |
| 30 Sep, 18 | 141 | 2.92% |
| 30 Jun, 18 | 137 | 8.73% |
| 31 Mar, 18 | 126 | 1.61% |
| 31 Dec, 17 | 124 | 7.83% |
| 30 Sep, 17 | 115 | 17.35% |
| 30 Jun, 17 | 98 | -7.55% |
| 31 Mar, 17 | 106 | 19.10% |
| 31 Dec, 16 | 89 | 3.49% |
| 30 Sep, 16 | 86 | 11.69% |
| 30 Jun, 16 | 77 | 8.45% |
| 31 Mar, 16 | 71 | 26.79% |
| 31 Dec, 15 | 56 | -15.15% |
| 30 Sep, 15 | 66 | - |
| 30 Jun, 15 | 66 | 3.13% |
| 31 Mar, 15 | 64 | -28.89% |
| 31 Dec, 14 | 90 | 73.08% |
| 30 Sep, 14 | 52 | -22.39% |
| 30 Jun, 14 | 67 | -2.90% |
| 31 Mar, 14 | 69 | 7.81% |
| 31 Dec, 13 | 64 | 14.29% |
| 30 Sep, 13 | 56 | 133.33% |
| 30 Jun, 13 | 24 | 50.00% |
| 31 Mar, 13 | 16 | 33.33% |
| 31 Dec, 12 | 12 | 33.33% |
| 30 Sep, 12 | 9 | -30.77% |
| 30 Jun, 12 | 13 | 18.18% |
| 31 Mar, 12 | 11 | -21.43% |
| 31 Dec, 11 | 14 | 40.00% |
| 30 Sep, 11 | 10 | 42.86% |
| 30 Jun, 11 | 7 | -22.22% |
| 31 Mar, 11 | 9 | 28.57% |
| 31 Dec, 10 | 7 | -36.36% |
| 30 Sep, 10 | 11 | -8.33% |
| 30 Jun, 10 | 12 | 50.00% |
| 31 Mar, 10 | 8 | -33.33% |
| 31 Dec, 09 | 12 | 9.09% |
| 30 Sep, 09 | 11 | 22.22% |
| 30 Jun, 09 | 9 | 28.57% |
| 31 Mar, 09 | 7 | 75.00% |
| 31 Dec, 08 | 4 | -20.00% |
| 30 Sep, 08 | 5 | 150.00% |
| 30 Jun, 08 | 2 | -50.00% |
| 31 Mar, 08 | 4 | 100.00% |
| 31 Dec, 07 | 2 | -33.33% |
| 30 Sep, 07 | 3 | - |
| 30 Jun, 07 | - | -100.00% |
| 31 Mar, 07 | 1 | -75.00% |
| 31 Dec, 06 | 4 | - |
| 30 Sep, 06 | - | - |
| 30 Mar, 06 | - | - |
77 institutional shareholders have reduced their position in EVR stock as of 30 Jun 24 compared to 163 in the previous quarter (a -52.76% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 244 | -48.95% | 10,352,545 | -68.84% | 26.93% | 0.36% | 114 | -51.49% | 77 | -52.76% |
| 31 Mar, 24 | 478 | 8.64% | 33,219,373 | -0.33% | 86.42% | 1.12% | 235 | 18.09% | 163 | -6.32% |
| 31 Dec, 23 | 440 | 8.64% | 33,328,833 | 1.46% | 88.01% | 1.17% | 199 | 11.80% | 174 | 2.35% |
| 30 Sep, 23 | 405 | 0.25% | 32,850,318 | -0.72% | 86.85% | 1.16% | 178 | 3.49% | 170 | 2.41% |
| 30 Jun, 23 | 404 | -5.39% | 33,088,131 | 1.00% | 86.59% | 1.20% | 172 | -18.87% | 166 | 19.42% |
| 31 Mar, 23 | 427 | 5.96% | 32,761,786 | -0.28% | 85.07% | 1.21% | 212 | 11.58% | 139 | -7.95% |
| 31 Dec, 22 | 403 | 8.92% | 32,853,384 | 1.86% | 83.76% | 1.23% | 190 | 17.28% | 151 | -4.43% |
| 30 Sep, 22 | 370 | -3.90% | 32,253,136 | 1.17% | 82.46% | 1.29% | 162 | -16.49% | 158 | 12.06% |
| 30 Jun, 22 | 385 | -7.45% | 31,880,118 | -6.21% | 80.03% | 1.20% | 194 | -11.42% | 141 | -1.40% |
| 31 Mar, 22 | 416 | -5.88% | 33,989,879 | -1.15% | 81.52% | 1.04% | 219 | 5.29% | 143 | -14.88% |
| 31 Dec, 21 | 442 | 1.84% | 34,383,732 | -0.83% | 88.72% | 1.15% | 208 | 12.43% | 168 | 1.82% |
| 30 Sep, 21 | 434 | -0.23% | 34,670,673 | -2.53% | 87.85% | 1.15% | 185 | -5.13% | 165 | -6.78% |
| 30 Jun, 21 | 435 | 4.32% | 35,569,863 | -4.87% | 87.47% | 1.07% | 195 | -13.72% | 177 | 23.78% |
| 31 Mar, 21 | 417 | 16.81% | 37,389,222 | 3.59% | 90.39% | 1.16% | 226 | 17.71% | 143 | 26.55% |
| 31 Dec, 20 | 357 | 18.21% | 36,094,837 | -0.49% | 88.37% | 1.11% | 192 | 38.13% | 113 | 1.80% |
| 30 Sep, 20 | 302 | -0.33% | 36,274,139 | 2.12% | 89.14% | 1.17% | 139 | -10.90% | 111 | 1.83% |
| 30 Jun, 20 | 303 | 5.21% | 35,520,969 | -0.37% | 87.41% | 1.10% | 156 | 14.71% | 109 | -5.22% |
| 31 Mar, 20 | 288 | -11.93% | 35,654,279 | -4.74% | 89.15% | 1.02% | 136 | -13.92% | 115 | -13.53% |
| 31 Dec, 19 | 327 | -3.54% | 37,429,921 | 0.43% | 93.59% | 1.06% | 158 | -1.25% | 133 | - |
| 30 Sep, 19 | 339 | - | 37,270,892 | -2.73% | 93.87% | 1.05% | 160 | -0.62% | 133 | -0.75% |
| 30 Jun, 19 | 339 | -2.87% | 38,315,089 | 1.02% | 94.50% | 1.08% | 161 | -12.97% | 134 | 22.94% |
| 31 Mar, 19 | 349 | 2.65% | 37,928,013 | 4.18% | 93.66% | 1.14% | 185 | 27.59% | 109 | -31.01% |
| 31 Dec, 18 | 340 | -8.11% | 36,405,512 | -6.91% | 90.76% | 1.00% | 145 | -15.20% | 158 | 12.06% |
| 30 Sep, 18 | 370 | -1.86% | 39,109,295 | 0.43% | 95.47% | 1.05% | 171 | -6.56% | 141 | 2.92% |
| 30 Jun, 18 | 377 | 4.72% | 38,943,211 | -1.26% | 95.24% | 1.00% | 183 | 2.23% | 137 | 8.73% |
| 31 Mar, 18 | 360 | 6.51% | 39,441,373 | 2.03% | 97.56% | 1.03% | 179 | 4.07% | 126 | 1.61% |
| 31 Dec, 17 | 338 | 13.04% | 38,657,642 | 3.09% | 97.52% | 1.06% | 172 | 16.22% | 124 | 7.83% |
| 30 Sep, 17 | 299 | -0.99% | 37,498,065 | -2.87% | 96.04% | 1.04% | 148 | -14.94% | 115 | 17.35% |
| 30 Jun, 17 | 302 | 1.68% | 38,605,972 | -1.38% | 96.25% | 1.03% | 174 | 10.83% | 98 | -7.55% |
| 31 Mar, 17 | 297 | 6.07% | 39,144,445 | 6.05% | 96.70% | 1.09% | 157 | -1.88% | 106 | 19.10% |
| 31 Dec, 16 | 280 | 20.17% | 36,911,433 | 1.56% | 94.11% | 1.08% | 160 | 34.45% | 89 | 3.49% |
| 30 Sep, 16 | 233 | 1.75% | 36,342,761 | 2.87% | 93.40% | 1.15% | 119 | -0.83% | 86 | 11.69% |
| 30 Jun, 16 | 229 | -0.43% | 35,329,492 | -1.24% | 90.01% | 1.10% | 120 | -7.69% | 77 | 8.45% |
| 31 Mar, 16 | 230 | - | 35,772,539 | -3.48% | 90.29% | 0.91% | 130 | -11.56% | 71 | 26.79% |
| 31 Dec, 15 | 230 | 9.52% | 37,061,343 | -13.97% | 99.73% | 0.73% | 147 | 25.64% | 56 | -15.15% |
| 30 Sep, 15 | 210 | 3.45% | 43,078,801 | 29.16% | 117.15% | 1.40% | 117 | 6.36% | 66 | - |
| 30 Jun, 15 | 203 | -1.93% | 33,352,288 | -0.36% | 91.51% | 1.10% | 110 | -9.09% | 66 | 3.13% |
| 31 Mar, 15 | 207 | 2.48% | 33,474,084 | 2.57% | 91.15% | 1.13% | 121 | 30.11% | 64 | -28.89% |
| 31 Dec, 14 | 202 | -6.91% | 32,636,842 | 0.38% | 89.82% | 1.13% | 93 | -31.11% | 90 | 73.08% |
| 30 Sep, 14 | 217 | 7.43% | 32,513,732 | 0.88% | 89.01% | 1.09% | 135 | 28.57% | 52 | -22.39% |
| 30 Jun, 14 | 202 | -6.91% | 32,229,329 | 1.85% | 90.17% | 1.08% | 105 | -11.02% | 67 | -2.90% |
| 31 Mar, 14 | 217 | 5.85% | 31,644,721 | 4.01% | 91.28% | 1.02% | 118 | -2.48% | 69 | 7.81% |
| 31 Dec, 13 | 205 | 9.63% | 30,423,408 | 3.50% | 94.46% | 1.12% | 121 | 2.54% | 64 | 14.29% |
| 30 Sep, 13 | 187 | 19.11% | 29,393,464 | 4.89% | 91.71% | 1.18% | 118 | -7.81% | 56 | 133.33% |
| 30 Jun, 13 | 157 | 130.88% | 28,022,055 | 146.47% | 88.09% | 6.92% | 128 | 166.67% | 24 | 50.00% |
| 31 Mar, 13 | 68 | 33.33% | 11,369,477 | -7.74% | 35.68% | 2.10% | 48 | 37.14% | 16 | 33.33% |
| 31 Dec, 12 | 51 | 18.60% | 12,323,677 | 10.18% | 41.21% | 2.74% | 35 | 9.38% | 12 | 33.33% |
| 30 Sep, 12 | 43 | -2.27% | 11,184,841 | -0.61% | 38.78% | 2.61% | 32 | 18.52% | 9 | -30.77% |
| 30 Jun, 12 | 44 | -4.35% | 11,253,396 | -8.37% | 38.52% | 2.16% | 27 | -10.00% | 13 | 18.18% |
| 31 Mar, 12 | 46 | - | 12,281,713 | 8.90% | 42.20% | 2.25% | 30 | 7.14% | 11 | -21.43% |
| 31 Dec, 11 | 46 | 31.43% | 11,278,059 | 4.33% | 43.35% | 3.11% | 28 | 47.37% | 14 | 40.00% |
| 30 Sep, 11 | 35 | -20.45% | 10,810,494 | -19.32% | 37.32% | 1.17% | 19 | -45.71% | 10 | 42.86% |
| 30 Jun, 11 | 44 | 18.92% | 13,398,829 | 64.94% | 56.48% | 4.40% | 35 | 45.83% | 7 | -22.22% |
| 31 Mar, 11 | 37 | 32.14% | 8,123,256 | 49.59% | 35.82% | 4.69% | 24 | 20.00% | 9 | 28.57% |
| 31 Dec, 10 | 28 | -12.50% | 5,430,250 | 24.41% | 27.63% | 5.22% | 20 | 42.86% | 7 | -36.36% |
| 30 Sep, 10 | 32 | -11.11% | 4,364,637 | -28.88% | 23.00% | 2.21% | 14 | -36.36% | 11 | -8.33% |
| 30 Jun, 10 | 36 | 2.86% | 6,136,879 | 18.25% | 32.27% | 4.18% | 22 | - | 12 | 50.00% |
| 31 Mar, 10 | 35 | -12.50% | 5,189,897 | 1.18% | 27.79% | 2.55% | 22 | 4.76% | 8 | -33.33% |
| 31 Dec, 09 | 40 | -4.76% | 5,129,168 | 4.43% | 33.00% | 3.65% | 21 | -22.22% | 12 | 9.09% |
| 30 Sep, 09 | 42 | 40.00% | 4,911,393 | 89.31% | 30.06% | 8.66% | 27 | 42.11% | 11 | 22.22% |
| 30 Jun, 09 | 30 | 36.36% | 2,594,348 | -0.89% | 18.63% | 5.10% | 19 | 46.15% | 9 | 28.57% |
| 31 Mar, 09 | 22 | 4.76% | 2,617,563 | -43.29% | 19.10% | 1.65% | 13 | - | 7 | 75.00% |
| 31 Dec, 08 | 21 | 23.53% | 4,615,479 | 10.87% | 34.07% | 3.37% | 13 | 30.00% | 4 | -20.00% |
| 30 Sep, 08 | 17 | 21.43% | 4,163,149 | 56.67% | 31.82% | 7.49% | 10 | 11.11% | 5 | 150.00% |
| 30 Jun, 08 | 14 | -17.65% | 2,657,352 | -30.67% | 20.61% | 2.28% | 9 | -10.00% | 2 | -50.00% |
| 31 Mar, 08 | 17 | -5.56% | 3,833,166 | 2.91% | 30.05% | 3.35% | 10 | -28.57% | 4 | 100.00% |
| 31 Dec, 07 | 18 | 20.00% | 3,724,648 | 13.25% | 29.94% | 4.22% | 14 | 27.27% | 2 | -33.33% |
| 30 Sep, 07 | 15 | -25.00% | 3,288,934 | 1.87% | 26.63% | 2.27% | 11 | -45.00% | 3 | - |
| 30 Jun, 07 | 20 | 233.33% | 3,228,538 | 469.52% | 34.23% | 46.24% | 20 | 300.00% | - | -100.00% |
| 31 Mar, 07 | 6 | -53.85% | 566,890 | -46.96% | 8.60% | 1.88% | 5 | -37.50% | 1 | -75.00% |
| 31 Dec, 06 | 13 | 44.44% | 1,068,698 | 26.51% | 21.37% | 7.49% | 8 | -11.11% | 4 | - |
| 30 Sep, 06 | 9 | - | 844,738 | - | 16.89% | - | 9 | - | - | - |
| 30 Mar, 06 | 1 | - | 700 | - | 0.02% | - | 1 | - | - | - |
Evercore Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Evercore's stock was made by Carlton Pamela G on Jul 31 2024, selling 534 shares at $247.07 per share (valued at $131.94K).
Evercore Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 1 | 3 | 33.33% |
| Q2 2024 | 9 | 8 | 112.50% |
| Q1 2024 | 6 | 16 | 37.50% |
| Q4 2023 | - | 2 | - |
| Q3 2023 | - | 3 | - |
| Q2 2023 | 9 | 3 | 300.00% |
| Q1 2023 | 5 | 14 | 35.71% |
| Q4 2022 | - | 2 | - |
| Q3 2022 | - | 2 | - |
| Q2 2022 | 9 | - | - |
| Q1 2022 | 10 | 12 | 83.33% |
| Q4 2021 | - | 10 | - |
| Q3 2021 | - | 2 | - |
| Q2 2021 | 13 | 4 | 325.00% |
| Q1 2021 | 8 | 13 | 61.54% |
| Q4 2020 | - | 3 | - |
| Q2 2020 | 11 | - | - |
| Q1 2020 | 15 | 12 | 125.00% |
| Q4 2019 | 3 | 4 | 75.00% |
| Q2 2019 | 9 | - | - |
1 total buy trades, and 3 total sell trades (buy/sell ratio of 0.33%) were made by Evercore's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | - | - | - |
| Q1 2024 | - | 4 | - |
| Q4 2023 | - | 1 | - |
| Q3 2023 | - | 1 | - |
| Q2 2023 | - | 1 | - |
| Q1 2023 | - | 5 | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | 1 | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | 2 | - |
| Q4 2021 | - | 6 | - |
| Q3 2021 | - | 1 | - |
| Q2 2021 | - | 2 | - |
| Q1 2021 | - | 4 | - |
| Q4 2020 | - | 1 | - |
| Q2 2020 | 1 | - | - |
| Q1 2020 | 3 | 2 | 150.00% |
| Q4 2019 | 1 | - | - |
| Q2 2019 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Evercore's stocks.
EVR Ownership FAQ
Who Owns Evercore?
Evercore is owned by institutional shareholders (26.93%), insiders (7.42%), and public (65.64%). The largest institutional shareholder of Evercore is VANGUARD GROUP INC (9.68% of total shares) and the top mutual fund owner is AGF Investments Trust (0.85% of total shares).
Who are the major institutional shareholders of Evercore?
Evercore's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., BOSTON PARTNERS, STATE STREET CORP, and INVESCO LTD.. The top five shareholders own together 28.77% of the company's share outstanding.
How many Evercore shareholders are there?
As of Jun 2024, there are 244 institutional shareholders of Evercore.
What percentage of Evercore is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 3.72M shares of Evercore, representing 9.68% of the company's total shares outstanding, valued at $775.45M (as of Jun 2024).
What percentage of Evercore is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 3.5M shares of Evercore (EVR), compromising 9.11% of the company, valued at $730.21M.
What percentage of Evercore is owned by BOSTON PARTNERS?
BOSTON PARTNERS is the third largest holder of Evercore. The company owns 1.68M of the company's shares outstanding (worth $350.41M).