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 |
|---|---|---|---|---|---|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
6,308
shares
|
$2.03 Million
0.03% of portfolio
|
Q2 2025
Added 24.74%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
6,028
shares
|
$1.94 Million
0.0% of portfolio
|
Q2 2025
Reduced 44.08%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
5,944
shares
|
$1.91 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,817
shares
|
$1.87 Million
0.01% of portfolio
|
Q2 2023
Reduced 16.83%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
5,777
shares
|
$1.86 Million
0.25% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
5,622
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
5,603
shares
|
$1.8 Million
0.52% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
5,583
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 26.3%
|
|
|
Croban
Fremont, OH |
Aug 08, 2025 Q2 2025 |
5,516
shares
|
$1.77 Million
1.27% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
First Eagle Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
5,342
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
5,125
shares
|
$1.65 Million
0.02% of portfolio
|
Q2 2025
Added 21.88%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
5,054
shares
|
$1.63 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Place Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
4,974
shares
|
$1.6 Million
0.73% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
4,949
shares
|
$1.59 Million
0.17% of portfolio
|
Q1 2025
Added 512.5%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
4,865
shares
|
$1.56 Million
0.03% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
4,813
shares
|
$1.55 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Aug 13, 2025 Q2 2025 |
4,743
shares
|
$1.53 Million
0.01% of portfolio
|
Q2 2025
Reduced 89.53%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
4,712
shares
|
$1.52 Million
0.09% of portfolio
|
Q2 2025
Reduced 37.72%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
4,690
shares
|
$1.51 Million
0.38% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Illinois Municipal Retirement Fund
|
Aug 07, 2025 Q2 2025 |
4,680
shares
|
$1.5 Million
0.02% of portfolio
|
Q2 2025
Added 67.68%
|
|
|
Sandler Capital Management
New York, NY |
Aug 14, 2025 Q2 2025 |
4,600
shares
|
$1.48 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
4,478
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Buckhead Capital Management LLC
|
Aug 04, 2025 Q2 2025 |
4,407
shares
|
$1.42 Million
0.48% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
4,402
shares
|
$1.42 Million
0.14% of portfolio
|
Q2 2025
Reduced 15.02%
|
|
|
Cornerstone Investment Partners, LLC
|
Aug 06, 2025 Q2 2025 |
4,376
shares
|
$1.41 Million
0.06% of portfolio
|
Q2 2025
Added 1.23%
|