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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
5,802
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Added 34.06%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,700
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.5%
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
5,577
shares
|
$1.64 Million
1.03% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
May 06, 2025 Q1 2025 |
5,334
shares
|
$1.56 Million
0.38% of portfolio
|
Q1 2025
Added 384.91%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jun 03, 2025 Q1 2025 |
5,180
shares
|
$1.52 Million
0.13% of portfolio
|
Q1 2025
Added 21.68%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
5,113
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Added 48.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
5,067
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
5,057
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Reduced 41.93%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
4,949
shares
|
$1.45 Million
0.17% of portfolio
|
Q1 2025
Added 512.5%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
4,893
shares
|
$1.44 Million
0.76% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
4,874
shares
|
$1.43 Million
0.01% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
4,865
shares
|
$1.43 Million
0.02% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
First Eagle Investment Management, LLC
|
May 12, 2025 Q1 2025 |
4,843
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 88.47%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
4,816
shares
|
$1.41 Million
0.08% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
4,798
shares
|
$1.41 Million
0.03% of portfolio
|
Q1 2025
Reduced 82.7%
|
|
|
Summit Place Financial Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
4,723
shares
|
$1.39 Million
0.57% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
4,696
shares
|
$1.38 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
4,681
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Added 13.01%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,559
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Added 45.7%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
4,553
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Added 156.07%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
4,520
shares
|
$1.33 Million
0.28% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Freedom Day Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
4,510
shares
|
$1.32 Million
0.28% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
4,478
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Buckhead Capital Management LLC
|
May 05, 2025 Q1 2025 |
4,407
shares
|
$1.29 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
4,392
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2025
Added 134.49%
|