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 |
|---|---|---|---|---|---|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
2,408
shares
|
$706,483
0.02% of portfolio
|
Q1 2025
Reduced 73.99%
|
|
|
Yorktown Management & Research CO Inc
|
Apr 23, 2025 Q1 2025 |
2,375
shares
|
$696,801
0.55% of portfolio
|
Q4 2022
New holding
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
May 15, 2025 Q1 2025 |
2,355
shares
|
$690,933
0.06% of portfolio
|
Q1 2025
Reduced 97.15%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
2,351
shares
|
$689,759
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
2,322
shares
|
$681,251
0.05% of portfolio
|
Q1 2025
Reduced 10.76%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
2,298
shares
|
$674,210
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
2,285
shares
|
$670,396
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,250
shares
|
$660,127
0.0% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
2,250
shares
|
$660,127
0.0% of portfolio
|
Q1 2025
Added 389.13%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
May 06, 2025 Q1 2025 |
2,238
shares
|
$656,606
0.15% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
2,225
shares
|
$652,792
0.01% of portfolio
|
Q1 2025
Reduced 38.25%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
2,185
shares
|
$641,057
0.0% of portfolio
|
Q2 2023
Added 8.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
2,160
shares
|
$633,722
0.0% of portfolio
|
Q1 2025
Reduced 23.62%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
2,098
shares
|
$615,532
0.0% of portfolio
|
Q1 2025
Added 31.29%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
2,009
shares
|
$589,420
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
2,005
shares
|
$588,246
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Voleon Capital Management LP
Berkeley, CA |
May 15, 2025 Q1 2025 |
2,004
shares
|
$587,953
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Caxton Associates LLP
London, |
May 15, 2025 Q1 2025 |
1,983
shares
|
$581,792
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,971
shares
|
$578,271
0.01% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Scientech Research LLC
Jersey City, NJ |
May 15, 2025 Q1 2025 |
1,946
shares
|
$570,936
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
1,934
shares
|
$567,416
0.01% of portfolio
|
Q1 2025
Reduced 12.65%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
1,914
shares
|
$561,548
0.03% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
1,900
shares
|
$557,441
0.0% of portfolio
|
Q3 2023
Reduced 5.0%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
May 15, 2025 Q1 2025 |
1,870
shares
|
$548,639
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
1,854
shares
|
$543,945
0.03% of portfolio
|
Q2 2024
New holding
|