Institutional Ownership Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR). We have compiled data on the 619 institutions that hold shares in the stock, with a total of 31.6 Million shares, which have been reported (via 13F filing form) to have a value of $6.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
110,928
shares
|
$22.2 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
110,053
shares
|
$22 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
105,109
shares
|
$21 Million
0.01% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Feb 14, 2025 Q4 2024 |
103,300
shares
|
$20.6 Million
0.07% of portfolio
|
Q4 2024
Added 66.08%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
100,813
shares
|
$20.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.46%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
97,178
shares
|
$19.4 Million
0.02% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
91,953
shares
|
$18.4 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Frontier Capital Management CO LLC
|
Feb 14, 2025 Q4 2024 |
90,133
shares
|
$18 Million
0.26% of portfolio
|
Q4 2024
Reduced 38.48%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
88,717
shares
|
$17.7 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
86,367
shares
|
$17.2 Million
0.1% of portfolio
|
Q4 2024
Reduced 26.37%
|
|
|
Broad Bay Capital Management, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
86,000
shares
|
$17.2 Million
3.69% of portfolio
|
Q4 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
85,200
shares
|
$17 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.57%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
84,178
shares
|
$16.8 Million
0.57% of portfolio
|
Q1 2024
Added 142.08%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Feb 14, 2025 Q4 2024 |
82,704
shares
|
$16.5 Million
2.51% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
77,750
shares
|
$15.5 Million
0.0% of portfolio
|
Q4 2024
Added 30.55%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
76,786
shares
|
$15.3 Million
0.03% of portfolio
|
Q4 2024
Added 10.03%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
Feb 14, 2025 Q4 2024 |
76,420
shares
|
$15.3 Million
1.26% of portfolio
|
Q1 2024
Reduced 10.94%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
Feb 13, 2025 Q4 2024 |
75,716
shares
|
$15.1 Million
1.24% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Royce & Associates LP
|
Feb 10, 2025 Q4 2024 |
73,550
shares
|
$14.7 Million
0.2% of portfolio
|
Q4 2024
Reduced 27.12%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
72,955
shares
|
$14.6 Million
0.11% of portfolio
|
Q4 2024
Reduced 33.56%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Feb 07, 2025 Q4 2024 |
72,803
shares
|
$14.5 Million
0.65% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
72,780
shares
|
$14.5 Million
0.12% of portfolio
|
Q4 2024
Added 21.87%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
72,578
shares
|
$14.5 Million
0.05% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Swiss National Bank
Zurich, V8 |
Feb 10, 2025 Q4 2024 |
71,600
shares
|
$14.3 Million
0.01% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
70,902
shares
|
$14.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.0%
|