EVERCORE INC - A (EVR) Institutional Ownership Changes & 13F Activity
EVERCORE INC - A (EVR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Aqr Capital Management Llc, Invesco Ltd., State Street Corp, Millennium Management Llc, and Wellington Management Group Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cx Institutional | Buy | +5,743 | +49.5% | 17,355 | $4.47K | Q3 2026 | Oct 02, 2026 |
| Versant Capital Management, Inc | Sell | -333 | -37.5% | 556 | $143.17K | Q3 2026 | Oct 02, 2026 |
| Envestnet Asset Management Inc | Sell | -46,399 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -718 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| State Street Corp | Sell | -1,206,119 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 22, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -134,065 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Sell | -3,659 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -89 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Allianz Asset Management Gmbh | Sell | -34,998 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Sell | -2 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -40,698 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Sell | -43,624 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 24, 2026 |
| First Eagle U.S. Value | Sell | -3,960 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 24, 2026 |
| Jackson Wealth Management, Llc | Sell | -3,360 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -23,728 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -710 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Public Employees Retirement System Of Ohio | Sell | -35,269 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Jefferies Financial Group Inc. | Sell | -6,913 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Penderfund Capital Management Ltd. | Sell | -3,916 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -2,636 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -2,411 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Sell | -1,850 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Proficio Capital Partners Llc | Sell | -1,073 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -58 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Sell | -1 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Aqr Capital Management Llc | Sell | -1,710,982 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Invesco Ltd. | Sell | -1,602,673 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Millennium Management Llc | Sell | -637,464 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Wellington Management Group Llp | Sell | -624,987 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Primecap Management Co/Ca/ | Sell | -376,150 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
Frequently asked questions about EVR activity
Which institutional owners are buying EVR?
Institutional owners buying EVR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EVR activity?
"Buy" means an investor increased their reported position in EVR compared to the prior reporting period. This reflects growing exposure to EVERCORE INC - A (EVR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EVR increasing?
Institutional interest in EVR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related EVR Institutional Insights
- EVR Overview
- EVR 13F Institutional Holders
- EVR Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- EVR Insider Trading & SEC Form 4 Activity
- EVR Articles
- Top Institutional Investor Stock Rankings