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 |
|---|---|---|---|---|---|
|
Peregrine Investment Management Inc
Toronto, A6 |
May 01, 2025 Q1 2025 |
23,710
shares
|
$6.96 Million
3.53% of portfolio
|
Q1 2025
Added 57.23%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
23,427
shares
|
$6.87 Million
0.12% of portfolio
|
Q1 2025
Added 18.13%
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
22,572
shares
|
$6.62 Million
0.89% of portfolio
|
Q1 2025
Added 24.82%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
21,570
shares
|
$6.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.59%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
21,564
shares
|
$6.33 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
21,561
shares
|
$6.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 61.6%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
21,170
shares
|
$6.21 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
20,785
shares
|
$6.1 Million
0.05% of portfolio
|
Q4 2022
Reduced 0.83%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
20,188
shares
|
$5.92 Million
0.07% of portfolio
|
Q1 2025
Added 17.69%
|
|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
20,179
shares
|
$5.92 Million
0.1% of portfolio
|
Q4 2024
Added 53.8%
|
|
|
Lecap Asset Management LTD
London, X0 |
Apr 23, 2025 Q1 2025 |
19,793
shares
|
$5.81 Million
0.92% of portfolio
|
Q1 2025
Added 149.91%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
19,661
shares
|
$5.77 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
19,524
shares
|
$5.73 Million
0.04% of portfolio
|
Q1 2025
Reduced 29.55%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
19,023
shares
|
$5.58 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
18,618
shares
|
$5.46 Million
0.04% of portfolio
|
Q1 2025
Added 2460.94%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
18,577
shares
|
$5.45 Million
0.1% of portfolio
|
Q1 2025
Added 2239.67%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
18,435
shares
|
$5.41 Million
0.29% of portfolio
|
Q1 2025
Added 228.67%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
18,221
shares
|
$5.35 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
18,219
shares
|
$5.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
May 15, 2025 Q1 2025 |
17,830
shares
|
$5.23 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
17,085
shares
|
$5.01 Million
0.01% of portfolio
|
Q1 2025
Added 38.86%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
17,075
shares
|
$5.01 Million
0.0% of portfolio
|
Q1 2025
Added 998.78%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
17,027
shares
|
$5 Million
0.07% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
16,791
shares
|
$4.93 Million
0.12% of portfolio
|
Q1 2025
Added 23.57%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
16,563
shares
|
$4.86 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.52%
|