Institutional Ownership Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR). We have compiled data on the 620 institutions that hold shares in the stock, with a total of 35.4 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Algert Global LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
10,959
shares
|
$3.52 Million
0.06% of portfolio
|
Q2 2025
Reduced 45.69%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
10,916
shares
|
$3.51 Million
0.01% of portfolio
|
Q2 2025
Added 17.62%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 07, 2025 Q2 2025 |
10,736
shares
|
$3.45 Million
0.02% of portfolio
|
Q1 2025
Reduced 33.2%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
10,618
shares
|
$3.41 Million
0.13% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
10,561
shares
|
$3.4 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Arizona State Retirement System
|
Aug 13, 2025 Q2 2025 |
10,554
shares
|
$3.39 Million
0.02% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
10,405
shares
|
$3.35 Million
0.01% of portfolio
|
Q2 2025
Added 57.06%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
10,310
shares
|
$3.32 Million
0.05% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,197
shares
|
$3.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Campbell Newman Asset Management Inc
|
Jul 17, 2025 Q2 2025 |
10,182
shares
|
$3.27 Million
0.23% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
10,100
shares
|
$3.25 Million
0.05% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
10,079
shares
|
$3.24 Million
0.0% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
10,014
shares
|
$3.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
9,793
shares
|
$3.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 69.97%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
9,620
shares
|
$3.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.42%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
9,527
shares
|
$3.06 Million
0.01% of portfolio
|
Q2 2025
Added 34.03%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
9,409
shares
|
$3.03 Million
0.36% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
9,337
shares
|
$3 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.4%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
9,268
shares
|
$2.98 Million
0.41% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
9,247
shares
|
$2.97 Million
0.0% of portfolio
|
Q2 2025
Reduced 97.63%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Aug 08, 2025 Q2 2025 |
9,237
shares
|
$2.97 Million
0.01% of portfolio
|
Q2 2025
Added 9.15%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
9,179
shares
|
$2.95 Million
0.0% of portfolio
|
Q2 2025
Reduced 94.56%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
9,068
shares
|
$2.92 Million
0.02% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
8,877
shares
|
$2.85 Million
0.0% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
8,846
shares
|
$2.84 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.25%
|