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 |
|---|---|---|---|---|---|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,106
shares
|
$911,269
0.06% of portfolio
|
Q4 2022
Added 0.19%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
3,082
shares
|
$904,227
0.0% of portfolio
|
Q1 2025
Added 39.9%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
3,067
shares
|
$899,827
0.04% of portfolio
|
Q1 2025
Reduced 28.61%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
3,057
shares
|
$896,893
0.01% of portfolio
|
Q1 2025
Added 249.77%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jul 10, 2025 Q2 2025 |
3,000
shares
|
$880,170
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
2,911
shares
|
$854,058
0.31% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
2,908
shares
|
$853,178
0.06% of portfolio
|
Q1 2025
Reduced 40.65%
|
|
|
Aviva PLC
|
May 15, 2025 Q1 2025 |
2,851
shares
|
$836,454
0.0% of portfolio
|
Q1 2025
Added 40.44%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
2,850
shares
|
$836,161
0.03% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,806
shares
|
$823,252
0.01% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
2,791
shares
|
$818,851
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
2,780
shares
|
$815,624
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
2,778
shares
|
$815,037
0.0% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
2,777
shares
|
$814,744
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
May 14, 2025 Q1 2025 |
2,759
shares
|
$809,463
0.54% of portfolio
|
Q1 2025
Reduced 58.8%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
2,752
shares
|
$807,409
0.02% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,713
shares
|
$795,967
0.04% of portfolio
|
Q4 2023
Reduced 2.23%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
2,684
shares
|
$787,458
0.01% of portfolio
|
Q1 2025
Added 132.58%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
2,671
shares
|
$783,644
0.01% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,655
shares
|
$778,950
0.0% of portfolio
|
Q1 2025
Reduced 85.81%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
2,628
shares
|
$771,028
0.08% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
2,590
shares
|
$759,880
0.0% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
2,563
shares
|
$751,958
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
2,545
shares
|
$746,677
0.01% of portfolio
|
Q1 2025
Reduced 11.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,424
shares
|
$711,177
0.0% of portfolio
|
Q4 2024
Added 1.98%
|