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 |
|---|---|---|---|---|---|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
39,803
shares
|
$8.13 Million
1.73% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
39,120
shares
|
$7.99 Million
0.4% of portfolio
|
Q4 2024
Reduced 12.83%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
38,603
shares
|
$7.88 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
37,389
shares
|
$7.64 Million
0.0% of portfolio
|
Q4 2024
Added 54.18%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
37,054
shares
|
$7.57 Million
2.49% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Feb 12, 2025 Q4 2024 |
36,818
shares
|
$7.52 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Feb 13, 2025 Q4 2024 |
36,500
shares
|
$7.45 Million
0.01% of portfolio
|
Q2 2024
Added 20.86%
|
|
|
Ceredex Value Advisors LLC
|
Feb 13, 2025 Q4 2024 |
36,250
shares
|
$7.4 Million
0.21% of portfolio
|
Q4 2024
Added 22.36%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Feb 10, 2025 Q4 2024 |
36,245
shares
|
$7.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
35,908
shares
|
$7.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Feb 11, 2025 Q4 2024 |
35,512
shares
|
$7.25 Million
0.04% of portfolio
|
Q4 2024
Added 22.54%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
34,720
shares
|
$7.09 Million
0.0% of portfolio
|
Q4 2024
Added 322.08%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Feb 28, 2025 Q4 2024 |
34,531
shares
|
$7.05 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Mar 18, 2025 Q4 2024 |
34,031
shares
|
$6.95 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Feb 13, 2025 Q4 2024 |
33,255
shares
|
$6.79 Million
0.04% of portfolio
|
Q4 2024
Added 34.29%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
32,717
shares
|
$6.68 Million
0.06% of portfolio
|
Q4 2024
Added 17.76%
|
|
|
Pine Bridge Investments, L.P.
|
Feb 14, 2025 Q4 2024 |
32,449
shares
|
$6.63 Million
0.07% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
32,213
shares
|
$6.58 Million
0.0% of portfolio
|
Q4 2024
Added 76.45%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
31,424
shares
|
$6.42 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
31,048
shares
|
$6.34 Million
0.0% of portfolio
|
Q4 2024
Added 235.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
30,929
shares
|
$6.32 Million
0.01% of portfolio
|
Q4 2024
Added 32.31%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
30,818
shares
|
$6.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Feb 13, 2025 Q4 2024 |
30,699
shares
|
$6.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.77%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jan 24, 2025 Q4 2024 |
30,695
shares
|
$6.27 Million
0.49% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
29,877
shares
|
$6.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 45.04%
|