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. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Sequoia Financial Advisors, First Eagle U.S. Value, and Ariel Appreciation Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCBuy160,260173,860$51,898,949
Q1 2026Sequoia Financial AdvisorsSell-20516,372$4,887,224
Q1 2026First Eagle U.S. ValueSell-1983,903$1,165,085
Q4 2025Renaissance Technologies LLCBuy5,10013,600$4,627,400
Q4 2025Sequoia Financial AdvisorsBuy1,53816,577$5,640,179
Q4 2025First Eagle U.S. ValueBuy114,101$1,395,366
Q3 2025Renaissance Technologies LLCSell-203,9008,500$2,867,220
Q3 2025Sequoia Financial AdvisorsBuy2,60915,039$5,073,067
Q3 2025First Eagle U.S. ValueSell-1,2524,090$1,379,639
Q2 2025Sequoia Financial AdvisorsBuy4,98512,430$3,356,395
Q2 2025First Eagle U.S. ValueBuy4995,342$1,442,447
Q1 2025Renaissance Technologies LLCBuy194,200212,400$42,420,528
Q1 2025First Eagle U.S. ValueSell-37,1774,843$967,244
Q1 2025Sequoia Financial AdvisorsBuy1,0167,445$1,486,926
Q4 2024First Eagle U.S. ValueSell-28,06142,020$11,647,524
Q4 2024Renaissance Technologies LLCBuy16,80018,200$5,044,858
Q4 2024Sequoia Financial AdvisorsBuy4,3656,429$1,782,057
Q3 2024Renaissance Technologies LLCSell-10,6001,400$354,676
Q3 2024First Eagle U.S. ValueSell-70070,081$17,754,321
Q2 2024First Eagle U.S. ValueBuy6,70070,781$14,752,884
Q2 2024Renaissance Technologies LLCSell-6,30012,000$2,501,160
Q2 2024Ariel Appreciation FundSell-5,022121,221$25,266,093
Q1 2024Ariel Appreciation FundSell-36,507126,243$24,313,139
Q1 2024Renaissance Technologies LLCSell-7,80018,300$3,524
Q1 2024First Eagle U.S. ValueBuy80064,081$12,341,360
Q4 2023Renaissance Technologies LLCSell-40,90026,100$4,464
Q4 2023First Eagle U.S. ValueBuy2,85763,281$10,824,215
Q4 2023Ariel Appreciation FundSell-2,085162,750$27,838,388
Q4 2023Sequoia Financial AdvisorsBuy2,0642,064$353,047
Q3 2023Renaissance Technologies LLCSell-146,70067,000$9,238

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.

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