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 $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Of Michigan Retirement System
|
Aug 05, 2025 Q2 2025 |
8,605
shares
|
$2.77 Million
0.01% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Shilanski & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
8,563
shares
|
$2.75 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
8,027
shares
|
$2.58 Million
0.03% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Qsv Equity Investors LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
7,852
shares
|
$2.52 Million
2.21% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
7,824
shares
|
$2.52 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
7,773
shares
|
$2.5 Million
0.09% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
7,755
shares
|
$2.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Jul 23, 2025 Q2 2025 |
7,400
shares
|
$2.38 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
7,378
shares
|
$2.37 Million
0.04% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
7,300
shares
|
$2.35 Million
0.06% of portfolio
|
Q1 2024
Reduced 16.09%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
7,140
shares
|
$2.3 Million
0.0% of portfolio
|
Q2 2025
Added 23.06%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
7,045
shares
|
$2.27 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
7,004
shares
|
$2.25 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
6,966
shares
|
$2.24 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Aug 05, 2025 Q2 2025 |
6,817
shares
|
$2.19 Million
0.04% of portfolio
|
Q2 2025
Reduced 46.83%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
6,773
shares
|
$2.18 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
6,577
shares
|
$2.11 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,565
shares
|
$2.11 Million
0.28% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
6,534
shares
|
$2.1 Million
1.06% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
6,485
shares
|
$2.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 65.17%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Aug 06, 2025 Q2 2025 |
6,465
shares
|
$2.08 Million
0.53% of portfolio
|
Q2 2025
Added 21.2%
|
|
|
Legato Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
6,453
shares
|
$2.07 Million
0.22% of portfolio
|
Q1 2025
Reduced 61.26%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,350
shares
|
$2.04 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
6,338
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
6,328
shares
|
$2.03 Million
0.01% of portfolio
|
Q2 2025
Added 3.75%
|