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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Millennium Management Llc, Aqr Capital Management Llc, Balyasny Asset Management L.P., and Price T Rowe Associates Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Neuberger Berman Group LlcBuy+43,657+58.1%118,792$40.56MQ2 2026Oct 27, 2026
Hms Capital Management, LlcBuy+586—586$200.16KQ2 2026Oct 20, 2026
Envestnet Asset Management IncSell-20,137-30.3%46,399$15.84MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+718—718$245.15KQ2 2026Sep 23, 2026
State Street CorpBuy+27,095+2.3%1,206,119$411.82MQ2 2026Sep 22, 2026
Manufacturers Life Insurance Company, TheSell-27,740-17.1%134,065$45.78MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+474+14.9%3,659$1.25MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-2-2.2%89$30.39KQ2 2026Sep 04, 2026
Allianz Asset Management GmbhSell-71,180-67.0%34,998$11.95MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+2—2$683.00Q2 2026Aug 28, 2026
Corient Private Wealth LlcSell-2,971-6.8%40,698$13.90MQ2 2026Aug 27, 2026
California State Teachers Retirement SystemSell-1,242-2.8%43,624$14.89MQ2 2026Aug 24, 2026
First Eagle U.S. ValueBuy+57+1.5%3,960$1.35MQ2 2026Aug 24, 2026
Jackson Wealth Management, LlcSell-36,245-91.5%3,360$1.15MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+8,926+60.3%23,728$8.10MQ2 2026Aug 19, 2026
Transamerica Financial Advisors, LlcSell-13,505-99.6%58$19.97KQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+5,672+457.1%6,913$2.36MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+1,455+123.2%2,636$900.04KQ2 2026Aug 17, 2026
Proficio Capital Partners LlcBuy+1,073—1,073$366.37KQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+1,043+129.2%1,850$631.66KQ2 2026Aug 17, 2026
Penderfund Capital Management Ltd.Buy+816+26.3%3,916$1.34MQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioSell-443-1.2%35,269$12.04MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+6+0.2%2,411$823.15KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+1,602,673—1,602,673$547.22MQ2 2026Aug 14, 2026
Millennium Management LlcBuy+568,306+821.8%637,464$217.66MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+394,130+29.9%1,710,982$584.20MQ2 2026Aug 14, 2026
Balyasny Asset Management L.P.Sell-310,243-84.1%58,797$20.08MQ2 2026Aug 14, 2026
Price T Rowe Associates IncSell-289,174-88.5%37,491$12.80MQ2 2026Aug 14, 2026
Azora Capital LpBuy+186,028—186,028$63.52MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-174,848-33.3%349,683$119.40MQ2 2026Aug 14, 2026
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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.