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 $7.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
3,836,676
shares
|
$854 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,503,359
shares
|
$780 Million
0.02% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Boston Partners
Boston, MA |
Feb 10, 2025 Q4 2024 |
1,465,132
shares
|
$326 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,423,753
shares
|
$317 Million
0.08% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,124,459
shares
|
$250 Million
0.01% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
956,327
shares
|
$213 Million
0.25% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
855,517
shares
|
$190 Million
0.04% of portfolio
|
Q4 2024
Reduced 37.47%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Feb 12, 2025 Q4 2024 |
774,470
shares
|
$172 Million
0.07% of portfolio
|
Q4 2024
Reduced 14.68%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
755,018
shares
|
$168 Million
0.66% of portfolio
|
Q4 2024
Reduced 18.2%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
744,232
shares
|
$166 Million
0.02% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
692,503
shares
|
$154 Million
0.75% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
619,551
shares
|
$138 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.84%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
518,818
shares
|
$115 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Norges Bank
Oslo, Q8 |
Feb 12, 2025 Q4 2024 |
480,743
shares
|
$107 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
475,998
shares
|
$106 Million
0.03% of portfolio
|
Q4 2024
Reduced 19.58%
|
|
|
Bahl & Gaynor Inc
|
Feb 06, 2025 Q4 2024 |
448,718
shares
|
$99.9 Million
0.66% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
358,540
shares
|
$79.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
323,324
shares
|
$72 Million
0.01% of portfolio
|
Q4 2024
Added 1288.13%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
319,267
shares
|
$71.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
305,131
shares
|
$67.9 Million
0.01% of portfolio
|
Q4 2024
Added 39.47%
|
|
|
Primecap Management CO
Pasadena, CA |
Feb 10, 2025 Q4 2024 |
302,670
shares
|
$67.4 Million
0.07% of portfolio
|
Q4 2024
Reduced 13.65%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
301,514
shares
|
$67.1 Million
0.01% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
Paralel Advisors LLC
|
Feb 13, 2025 Q4 2024 |
300,000
shares
|
$66.8 Million
3.56% of portfolio
|
Q3 2022
Added 140.0%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Feb 14, 2025 Q4 2024 |
271,487
shares
|
$60.4 Million
0.29% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
252,732
shares
|
$56.3 Million
0.68% of portfolio
|
Q4 2024
Added 4.93%
|