Institutional Ownership Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR). We have compiled data on the 621 institutions that hold shares in the stock, with a total of 32.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aviva PLC
|
Feb 13, 2025 Q4 2024 |
2,030
shares
|
$414,586
0.0% of portfolio
|
Q4 2024
Added 14.75%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Feb 14, 2025 Q4 2024 |
2,026
shares
|
$413,769
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,901
shares
|
$388,241
0.01% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
1,900
shares
|
$388,037
0.01% of portfolio
|
Q3 2023
Reduced 5.0%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
1,873
shares
|
$382,522
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
1,854
shares
|
$378,642
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
1,834
shares
|
$374,557
0.01% of portfolio
|
Q4 2024
Reduced 8.21%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,821
shares
|
$371,902
0.04% of portfolio
|
Q4 2024
Reduced 14.75%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,818
shares
|
$371,290
0.03% of portfolio
|
Q4 2024
Reduced 12.3%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
1,806
shares
|
$368,839
0.0% of portfolio
|
Q4 2024
Reduced 15.88%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
1,800
shares
|
$367,614
0.0% of portfolio
|
Q4 2024
Reduced 50.3%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
1,785
shares
|
$364,550
0.0% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
1,778
shares
|
$363,120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,754
shares
|
$358,219
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Versor Investments LP
|
Feb 05, 2025 Q4 2024 |
1,737
shares
|
$354,747
0.09% of portfolio
|
Q4 2024
Added 73.7%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,720
shares
|
$351,275
0.01% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
1,720
shares
|
$351,275
0.31% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Feb 10, 2025 Q4 2024 |
1,692
shares
|
$345,557
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
1,687
shares
|
$344,536
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,682
shares
|
$343,514
0.16% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,598
shares
|
$326,359
0.0% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
1,581
shares
|
$322,887
0.0% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
1,577
shares
|
$322,070
0.05% of portfolio
|
Q3 2024
Added 73.68%
|
|
|
Pier Capital, LLC
Stamford, CT |
Feb 11, 2025 Q4 2024 |
1,565
shares
|
$319,619
0.07% of portfolio
|
Q4 2024
Reduced 95.22%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,557
shares
|
$317,986
0.15% of portfolio
|
Q2 2024
Reduced 34.3%
|