Institutional Ownership Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR). We have compiled data on the 620 institutions that hold shares in the stock, with a total of 35.4 Million shares, which have been reported (via 13F filing form) to have a value of $10.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
3,837,425
shares
|
$1.18 Billion
0.02% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,503,359
shares
|
$1.08 Billion
0.02% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
1,720,164
shares
|
$530 Million
0.56% of portfolio
|
Q2 2025
Added 11.77%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
1,407,278
shares
|
$433 Million
0.07% of portfolio
|
Q2 2025
Added 62.34%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
1,246,759
shares
|
$384 Million
0.18% of portfolio
|
Q2 2025
Added 104.42%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,129,645
shares
|
$348 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Td Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
955,407
shares
|
$294 Million
0.24% of portfolio
|
Q2 2025
Added 63.77%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
872,844
shares
|
$269 Million
0.2% of portfolio
|
Q2 2025
Added 79.46%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
831,588
shares
|
$256 Million
0.02% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
654,335
shares
|
$201 Million
0.02% of portfolio
|
Q2 2025
Added 27.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
648,231
shares
|
$200 Million
0.01% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
637,571
shares
|
$196 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.12%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
626,761
shares
|
$193 Million
0.04% of portfolio
|
Q2 2025
Added 11.73%
|
|
|
Capital International Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
601,048
shares
|
$185 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Norges Bank
Oslo, Q8 |
Aug 13, 2025 Q2 2025 |
581,678
shares
|
$179 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
563,617
shares
|
$174 Million
0.03% of portfolio
|
Q2 2025
Added 232.37%
|
|
|
Bahl & Gaynor Inc
|
Aug 12, 2025 Q2 2025 |
464,592
shares
|
$143 Million
0.64% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Eminence Capital, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
447,048
shares
|
$138 Million
1.6% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Jul 29, 2025 Q2 2025 |
395,088
shares
|
$122 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
381,029
shares
|
$117 Million
0.38% of portfolio
|
Q2 2025
Reduced 44.42%
|
|
|
Channing Capital Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
363,702
shares
|
$112 Million
2.84% of portfolio
|
Q2 2025
Added 886.34%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
362,151
shares
|
$111 Million
0.02% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
319,773
shares
|
$98.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
317,619
shares
|
$97.8 Million
0.01% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Paralel Advisors LLC
|
Jul 30, 2025 Q2 2025 |
300,000
shares
|
$92.4 Million
3.39% of portfolio
|
Q3 2022
Added 140.0%
|