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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
4,370
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 74.42%
|
|
|
Asset Management One Co., Ltd.
|
Jul 31, 2025 Q2 2025 |
4,326
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
4,304
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2023
Reduced 8.52%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
4,271
shares
|
$1.37 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
4,190
shares
|
$1.35 Million
0.07% of portfolio
|
Q4 2024
Added 52.31%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
4,167
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Added 60.89%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
4,105
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Freedom Day Solutions, LLC
|
Jul 24, 2025 Q2 2025 |
4,079
shares
|
$1.31 Million
0.29% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
4,047
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
4,021
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Oak Thistle LLC
|
Aug 08, 2025 Q2 2025 |
3,967
shares
|
$1.28 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,904
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
3,882
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2023
Reduced 37.83%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
3,846
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 35.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
3,754
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 25.91%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,700
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,690
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Pier Capital, LLC
Stamford, CT |
Aug 04, 2025 Q2 2025 |
3,685
shares
|
$1.18 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
3,666
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 18.95%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
3,631
shares
|
$1.17 Million
0.21% of portfolio
|
Q2 2025
Reduced 61.88%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Aug 12, 2025 Q2 2025 |
3,606
shares
|
$1.16 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
3,556
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Martingale Asset Management L P
Boston, MA |
Aug 11, 2025 Q2 2025 |
3,521
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Added 191.47%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Aug 13, 2025 Q2 2025 |
3,465
shares
|
$1.11 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Bnp Paribas
New York, NY |
Aug 14, 2025 Q2 2025 |
3,450
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2025
Reduced 15.75%
|