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 |
|---|---|---|---|---|---|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
81,622
shares
|
$23.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 31.42%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
79,480
shares
|
$23.3 Million
0.1% of portfolio
|
Q1 2025
Added 9.21%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
May 14, 2025 Q1 2025 |
76,420
shares
|
$22.4 Million
0.88% of portfolio
|
Q1 2024
Reduced 10.94%
|
|
|
Empire Life Investments Inc.
|
May 09, 2025 Q1 2025 |
74,851
shares
|
$22 Million
1.0% of portfolio
|
Q1 2025
New holding
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
72,033
shares
|
$21.1 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
71,955
shares
|
$21.1 Million
0.0% of portfolio
|
Q4 2023
Added 6.32%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
71,505
shares
|
$21 Million
0.08% of portfolio
|
Q1 2025
Added 85.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
70,902
shares
|
$20.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
70,839
shares
|
$20.8 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
70,357
shares
|
$20.6 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
70,100
shares
|
$20.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
69,890
shares
|
$20.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
68,889
shares
|
$20.2 Million
0.17% of portfolio
|
Q1 2025
Added 47.52%
|
|
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
May 13, 2025 Q1 2025 |
68,828
shares
|
$20.2 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
California Public Employees Retirement System
Sacramento, CA |
May 13, 2025 Q1 2025 |
67,020
shares
|
$19.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
63,868
shares
|
$18.7 Million
0.12% of portfolio
|
Q1 2025
Added 19.42%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2025 Q1 2025 |
62,300
shares
|
$18.3 Million
0.01% of portfolio
|
Q1 2025
Added 70.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
59,101
shares
|
$17.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
58,531
shares
|
$17.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
58,281
shares
|
$17.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.04%
|
|
|
Peregrine Capital Management LLC
|
Apr 25, 2025 Q1 2025 |
56,552
shares
|
$16.6 Million
0.4% of portfolio
|
Q1 2025
Added 35.77%
|
|
|
Holocene Advisors, LP
New York, NY |
May 15, 2025 Q1 2025 |
56,545
shares
|
$16.6 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
56,213
shares
|
$16.5 Million
0.01% of portfolio
|
Q1 2024
Added 1.32%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
56,168
shares
|
$16.5 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
54,506
shares
|
$16 Million
0.0% of portfolio
|
Q1 2025
Added 75.55%
|