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 |
|---|---|---|---|---|---|
|
Ccm Investment Advisers LLC
|
Apr 16, 2025 Q1 2025 |
53,438
shares
|
$15.7 Million
1.33% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Nitorum Capital, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
48,828
shares
|
$14.3 Million
1.78% of portfolio
|
Q1 2025
Reduced 20.85%
|
|
|
New York State Teachers Retirement System
|
Apr 25, 2025 Q1 2025 |
47,896
shares
|
$14.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Frontier Capital Management CO LLC
|
May 15, 2025 Q1 2025 |
47,826
shares
|
$14 Million
0.11% of portfolio
|
Q1 2025
Reduced 46.94%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
46,654
shares
|
$13.7 Million
0.1% of portfolio
|
Q1 2025
Added 73.98%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
May 12, 2025 Q1 2025 |
46,000
shares
|
$13.5 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
45,286
shares
|
$13.3 Million
0.04% of portfolio
|
Q1 2025
Added 36.18%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
May 13, 2025 Q1 2025 |
45,136
shares
|
$13.2 Million
0.07% of portfolio
|
Q1 2025
Added 22.59%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
44,918
shares
|
$13.2 Million
0.13% of portfolio
|
Q1 2025
Added 2882.6%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
43,413
shares
|
$12.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
42,539
shares
|
$12.5 Million
0.01% of portfolio
|
Q1 2025
Added 37.54%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
41,910
shares
|
$12.3 Million
2.25% of portfolio
|
Q1 2025
Added 13.11%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
41,795
shares
|
$12.3 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ceredex Value Advisors LLC
|
May 14, 2025 Q1 2025 |
41,300
shares
|
$12.1 Million
0.19% of portfolio
|
Q1 2025
Added 13.93%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
40,131
shares
|
$11.8 Million
0.02% of portfolio
|
Q3 2023
Reduced 15.85%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
40,020
shares
|
$11.7 Million
0.32% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
39,801
shares
|
$11.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
39,486
shares
|
$11.6 Million
0.04% of portfolio
|
Q1 2025
Added 262.32%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
39,413
shares
|
$11.6 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
39,348
shares
|
$11.5 Million
0.06% of portfolio
|
Q1 2025
Added 21.26%
|
|
|
Jackson Wealth Management, LLC
|
Apr 29, 2025 Q1 2025 |
39,295
shares
|
$11.5 Million
1.37% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
38,848
shares
|
$11.4 Million
0.01% of portfolio
|
Q1 2025
Added 26.06%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
37,561
shares
|
$11 Million
0.05% of portfolio
|
Q1 2025
Added 95.18%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
37,029
shares
|
$10.9 Million
0.04% of portfolio
|
Q1 2025
Added 13.18%
|
|
|
Channing Capital Management, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
36,874
shares
|
$10.8 Million
0.23% of portfolio
|
Q1 2025
Reduced 72.09%
|