Institutional Ownership Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR). We have compiled data on the 546 institutions that hold shares in the stock, with a total of 32.3 Million shares, which have been reported (via 13F filing form) to have a value of $9.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
3,842,460
shares
|
$1.17 Billion
0.02% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,503,359
shares
|
$1.07 Billion
0.02% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Boston Partners
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,484,167
shares
|
$454 Million
0.47% of portfolio
|
Q3 2024
Reduced 11.4%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,368,129
shares
|
$418 Million
0.06% of portfolio
|
Q3 2024
Added 73.58%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
1,286,322
shares
|
$393 Million
0.07% of portfolio
|
Q3 2024
Added 20.28%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,099,160
shares
|
$336 Million
0.01% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Td Asset Management Inc
|
Nov 01, 2024 Q3 2024 |
1,057,730
shares
|
$323 Million
0.25% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
922,978
shares
|
$282 Million
0.76% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Nov 12, 2024 Q3 2024 |
907,767
shares
|
$277 Million
0.07% of portfolio
|
Q3 2024
Reduced 12.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
802,912
shares
|
$245 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.38%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
733,004
shares
|
$224 Million
0.74% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
718,208
shares
|
$219 Million
0.02% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
591,874
shares
|
$181 Million
0.04% of portfolio
|
Q3 2024
Reduced 25.83%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
539,992
shares
|
$165 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
435,921
shares
|
$133 Million
0.57% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
390,758
shares
|
$119 Million
0.05% of portfolio
|
Q3 2024
Reduced 41.29%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
366,028
shares
|
$112 Million
0.02% of portfolio
|
Q3 2024
Added 36.19%
|
|
|
Primecap Management CO
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
350,520
shares
|
$107 Million
0.07% of portfolio
|
Q3 2024
Reduced 42.02%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
320,228
shares
|
$97.9 Million
0.03% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Paralel Advisors LLC
|
Nov 12, 2024 Q3 2024 |
300,000
shares
|
$91.7 Million
3.34% of portfolio
|
Q3 2022
Added 140.0%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
270,965
shares
|
$82.8 Million
0.32% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Channing Capital Management, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
270,647
shares
|
$82.7 Million
1.83% of portfolio
|
Q3 2024
Reduced 36.44%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
268,352
shares
|
$82 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
261,475
shares
|
$79.9 Million
0.27% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
257,667
shares
|
$78.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.25%
|