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 35.9 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
21,170
shares
|
$6.52 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
21,009
shares
|
$6.47 Million
0.12% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Aug 14, 2025 Q2 2025 |
20,930
shares
|
$6.44 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
20,000
shares
|
$6.16 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
19,940
shares
|
$6.14 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
19,375
shares
|
$5.97 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
19,102
shares
|
$5.88 Million
0.13% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
19,066
shares
|
$5.87 Million
0.02% of portfolio
|
Q2 2025
Added 16.83%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
18,805
shares
|
$5.79 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
18,575
shares
|
$5.72 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
18,222
shares
|
$5.61 Million
0.05% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
18,016
shares
|
$5.55 Million
0.02% of portfolio
|
Q2 2025
Added 295.17%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
17,879
shares
|
$5.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Tremblant Capital Group
Stamford, CT |
Aug 14, 2025 Q2 2025 |
17,383
shares
|
$5.35 Million
0.48% of portfolio
|
Q2 2025
Added 25.61%
|
|
|
Bain Capital Public Equity, LP
Boston, MA |
Aug 13, 2025 Q2 2025 |
17,163
shares
|
$5.28 Million
3.07% of portfolio
|
Q2 2025
New holding
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Aug 11, 2025 Q2 2025 |
16,863
shares
|
$5.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 43.73%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
16,820
shares
|
$5.18 Million
0.04% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
16,744
shares
|
$5.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 83.38%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
16,220
shares
|
$4.99 Million
0.0% of portfolio
|
Q2 2025
Reduced 96.79%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
16,137
shares
|
$4.97 Million
0.6% of portfolio
|
Q2 2025
Added 62.34%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
15,539
shares
|
$4.78 Million
1.05% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Efg Asset Management (North America) Corp.
|
Aug 05, 2025 Q2 2025 |
15,335
shares
|
$4.72 Million
0.62% of portfolio
|
Q2 2025
Added 16.98%
|
|
|
Harbor Advisors LLC
|
Aug 13, 2025 Q2 2025 |
15,000
shares
|
$4.62 Million
0.69% of portfolio
|
Q4 2017
Added 66.67%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
14,696
shares
|
$4.52 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
14,695
shares
|
$4.52 Million
0.15% of portfolio
|
Q2 2025
Added 34.43%
|