Institutional Ownership Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR). We have compiled data on the 490 institutions that hold shares in the stock, with a total of 32.9 Million shares, which have been reported (via 13F filing form) to have a value of $6.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
3,645,759
shares
|
$740 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.33%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
3,464,704
shares
|
$703 Million
0.02% of portfolio
|
Q1 2024
Added 8.57%
|
|
|
Boston Partners
Boston, MA |
May 28, 2024 Q1 2024 |
1,709,516
shares
|
$347 Million
0.41% of portfolio
|
Q1 2024
Added 3.08%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
1,092,179
shares
|
$222 Million
0.01% of portfolio
|
Q1 2024
Added 3.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
1,057,611
shares
|
$215 Million
0.02% of portfolio
|
Q1 2024
Reduced 18.11%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 14, 2024 Q1 2024 |
1,051,361
shares
|
$213 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
924,774
shares
|
$188 Million
0.04% of portfolio
|
Q1 2024
Added 17.72%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
832,632
shares
|
$169 Million
0.04% of portfolio
|
Q1 2024
Reduced 3.05%
|
|
|
Td Asset Management Inc
|
May 08, 2024 Q1 2024 |
807,098
shares
|
$164 Million
0.15% of portfolio
|
Q1 2024
Added 705.61%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2024 Q1 2024 |
745,816
shares
|
$151 Million
0.63% of portfolio
|
Q1 2024
Added 3.78%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2024 Q1 2024 |
745,212
shares
|
$151 Million
0.06% of portfolio
|
Q1 2024
Reduced 43.85%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
635,568
shares
|
$129 Million
0.01% of portfolio
|
Q1 2024
Added 5.93%
|
|
|
Primecap Management CO
Pasadena, CA |
May 13, 2024 Q1 2024 |
596,450
shares
|
$121 Million
0.09% of portfolio
|
Q1 2024
Reduced 9.2%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
592,294
shares
|
$120 Million
0.01% of portfolio
|
Q1 2024
Reduced 10.21%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 15, 2024 Q1 2024 |
462,000
shares
|
$93.8 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Channing Capital Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
434,429
shares
|
$88.2 Million
2.35% of portfolio
|
Q1 2024
Added 4.04%
|
|
|
Bahl & Gaynor Inc
|
May 10, 2024 Q1 2024 |
424,864
shares
|
$86.2 Million
0.46% of portfolio
|
Q1 2024
Reduced 3.72%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
May 09, 2024 Q1 2024 |
372,416
shares
|
$75.6 Million
0.24% of portfolio
|
Q1 2024
Added 5671.21%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
May 15, 2024 Q1 2024 |
358,295
shares
|
$72.7 Million
0.32% of portfolio
|
Q1 2024
Added 4.4%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 09, 2024 Q1 2024 |
307,749
shares
|
$62.5 Million
0.03% of portfolio
|
Q1 2024
Added 0.72%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 14, 2024 Q1 2024 |
300,928
shares
|
$61.1 Million
0.04% of portfolio
|
Q1 2024
Reduced 44.51%
|
|
|
Paralel Advisors LLC
|
May 07, 2024 Q1 2024 |
300,000
shares
|
$60.9 Million
2.66% of portfolio
|
Q3 2022
Added 140.0%
|
|
|
Boston Trust Walden Corp
|
Apr 22, 2024 Q1 2024 |
299,998
shares
|
$60.9 Million
0.42% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Apr 18, 2024 Q1 2024 |
292,070
shares
|
$59.3 Million
0.49% of portfolio
|
Q1 2024
New holding
|
|
|
Schroder Investment Management Group
London, X0 |
May 14, 2024 Q1 2024 |
291,999
shares
|
$59.3 Million
0.07% of portfolio
|
Q1 2024
Reduced 7.66%
|
|