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 |
|---|---|---|---|---|---|
|
Stephens Investment Management Group LLC
|
Jul 30, 2025 Q2 2025 |
298,480
shares
|
$96 Million
1.13% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
278,622
shares
|
$89.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
251,050
shares
|
$80.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.28%
|
|
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
247,444
shares
|
$79.6 Million
3.96% of portfolio
|
Q2 2025
New holding
|
|
|
Primecap Management CO
Pasadena, CA |
Aug 11, 2025 Q2 2025 |
230,720
shares
|
$74.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
226,851
shares
|
$72.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.96%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
210,304
shares
|
$67.6 Million
0.07% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
209,622
shares
|
$67.4 Million
0.05% of portfolio
|
Q2 2025
Added 34.83%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
203,731
shares
|
$65.5 Million
0.04% of portfolio
|
Q2 2025
Added 91.28%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
203,292
shares
|
$65.4 Million
0.4% of portfolio
|
Q2 2025
Added 23.94%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
201,095
shares
|
$64.7 Million
0.05% of portfolio
|
Q2 2025
Added 146.37%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
195,785
shares
|
$63 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
195,277
shares
|
$62.8 Million
0.02% of portfolio
|
Q2 2025
Added 28.64%
|
|
|
Junto Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
194,482
shares
|
$62.5 Million
1.16% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
185,322
shares
|
$59.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 76.31%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
176,211
shares
|
$56.7 Million
0.1% of portfolio
|
Q2 2025
Added 63.7%
|
|
|
Holocene Advisors, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
173,271
shares
|
$55.7 Million
0.12% of portfolio
|
Q2 2025
Added 206.43%
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
Aug 14, 2025 Q2 2025 |
169,745
shares
|
$54.6 Million
0.79% of portfolio
|
Q2 2025
New holding
|
|
|
Global Alpha Capital Management Ltd.
|
Aug 07, 2025 Q2 2025 |
163,335
shares
|
$52.5 Million
2.7% of portfolio
|
Q2 2025
Reduced 14.66%
|
|
|
Royce & Associates LP
|
Aug 11, 2025 Q2 2025 |
146,085
shares
|
$47 Million
0.43% of portfolio
|
Q2 2025
Added 327.15%
|
|
|
Scout Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
145,751
shares
|
$46.9 Million
1.09% of portfolio
|
Q3 2024
Reduced 44.4%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
144,728
shares
|
$46.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
143,012
shares
|
$46 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
142,531
shares
|
$45.8 Million
0.01% of portfolio
|
Q2 2025
Added 35.23%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
Aug 11, 2025 Q2 2025 |
132,847
shares
|
$42.7 Million
2.59% of portfolio
|
Q2 2025
Added 43.21%
|