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 |
|---|---|---|---|---|---|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
7,300
shares
|
$2.14 Million
0.05% of portfolio
|
Q1 2024
Reduced 16.09%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
7,187
shares
|
$2.11 Million
0.06% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
7,178
shares
|
$2.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
7,108
shares
|
$2.09 Million
0.01% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
7,045
shares
|
$2.07 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
7,023
shares
|
$2.06 Million
0.23% of portfolio
|
Q1 2025
Reduced 17.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
6,968
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
6,966
shares
|
$2.04 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
6,773
shares
|
$1.99 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
6,625
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
6,577
shares
|
$1.93 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,565
shares
|
$1.93 Million
0.28% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
111 Capital
Paris, I0 |
May 15, 2025 Q1 2025 |
6,535
shares
|
$1.92 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Legato Capital Management LLC
|
May 06, 2025 Q1 2025 |
6,453
shares
|
$1.89 Million
0.18% of portfolio
|
Q1 2025
Reduced 61.26%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
6,426
shares
|
$1.89 Million
0.07% of portfolio
|
Q1 2025
Added 455.4%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,350
shares
|
$1.86 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
6,266
shares
|
$1.84 Million
0.88% of portfolio
|
Q1 2025
Added 14.55%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
6,119
shares
|
$1.8 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
6,103
shares
|
$1.79 Million
0.42% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
6,099
shares
|
$1.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 57.26%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
6,027
shares
|
$1.77 Million
0.09% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
5,988
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
5,967
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
5,911
shares
|
$1.73 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,817
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2023
Reduced 16.83%
|