Institutional Ownership Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR). We have compiled data on the 611 institutions that hold shares in the stock, with a total of 34.1 Million shares, which have been reported (via 13F filing form) to have a value of $10 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
3,862,690
shares
|
$1.13 Billion
0.01% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,503,359
shares
|
$1.03 Billion
0.02% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Boston Partners
Boston, MA |
May 12, 2025 Q1 2025 |
1,539,027
shares
|
$452 Million
0.4% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
1,138,136
shares
|
$334 Million
0.01% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
866,877
shares
|
$254 Million
0.03% of portfolio
|
Q1 2025
Reduced 39.11%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
782,186
shares
|
$229 Million
0.03% of portfolio
|
Q1 2025
Added 329.9%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
771,977
shares
|
$226 Million
0.01% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
709,353
shares
|
$208 Million
0.01% of portfolio
|
Q1 2025
Added 36.72%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
691,000
shares
|
$203 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.78%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
685,544
shares
|
$201 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
648,231
shares
|
$190 Million
0.01% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
609,888
shares
|
$179 Million
0.07% of portfolio
|
Q1 2025
Added 819.28%
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
583,371
shares
|
$171 Million
0.11% of portfolio
|
Q1 2025
Reduced 39.0%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
560,964
shares
|
$165 Million
0.03% of portfolio
|
Q1 2025
Added 17.85%
|
|
|
Eminence Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
534,375
shares
|
$157 Million
2.13% of portfolio
|
Q1 2025
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
513,161
shares
|
$151 Million
0.01% of portfolio
|
Q1 2025
Added 58.71%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
505,134
shares
|
$148 Million
0.12% of portfolio
|
Q1 2025
Added 223.0%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
486,365
shares
|
$143 Million
0.1% of portfolio
|
Q1 2025
Added 134.48%
|
|
|
Bahl & Gaynor Inc
|
May 14, 2025 Q1 2025 |
447,536
shares
|
$131 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
389,366
shares
|
$114 Million
0.18% of portfolio
|
Q1 2025
Added 158.47%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
355,722
shares
|
$104 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
355,219
shares
|
$104 Million
0.03% of portfolio
|
Q1 2025
Added 11.26%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
349,500
shares
|
$103 Million
0.16% of portfolio
|
Q1 2025
Added 238.33%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
311,032
shares
|
$91.3 Million
0.01% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Paralel Advisors LLC
|
May 13, 2025 Q1 2025 |
300,000
shares
|
$88 Million
2.5% of portfolio
|
Q3 2022
Added 140.0%
|