Institutional Ownership Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR). We have compiled data on the 684 institutions that hold shares in the stock, with a total of 34.4 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essex Investment Management CO LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
8,958
shares
|
$2.66 Million
0.53% of portfolio
|
Q3 2025
Reduced 15.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
8,835
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
8,604
shares
|
$2.55 Million
0.04% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
8,565
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2025
Added 42.09%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
8,500
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
8,297
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.99%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
8,184
shares
|
$2.43 Million
0.31% of portfolio
|
Q3 2025
Added 20.83%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Oct 23, 2025 Q3 2025 |
8,100
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2025
Added 9.46%
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
8,000
shares
|
$2.37 Million
0.08% of portfolio
|
Q3 2025
Added 9.59%
|
|
|
Credit Agricole S A
|
Nov 14, 2025 Q3 2025 |
7,996
shares
|
$2.37 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
7,735
shares
|
$2.29 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.59%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
7,732
shares
|
$2.29 Million
0.03% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
7,696
shares
|
$2.28 Million
1.42% of portfolio
|
Q3 2025
Added 17.78%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
7,551
shares
|
$2.24 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
7,539
shares
|
$2.24 Million
0.3% of portfolio
|
Q3 2025
Reduced 19.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
7,354
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2025
Added 68.28%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
7,293
shares
|
$2.16 Million
0.26% of portfolio
|
Q3 2025
Added 65.67%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,257
shares
|
$2.15 Million
0.02% of portfolio
|
Q3 2025
Reduced 34.29%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
7,235
shares
|
$2.15 Million
0.08% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
7,165
shares
|
$2.12 Million
0.04% of portfolio
|
Q3 2025
Reduced 30.5%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
7,045
shares
|
$2.09 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
7,004
shares
|
$2.08 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
6,938
shares
|
$2.06 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 12, 2025 Q3 2025 |
6,817
shares
|
$2.02 Million
0.04% of portfolio
|
Q2 2025
Reduced 46.83%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
6,669
shares
|
$1.98 Million
0.04% of portfolio
|
Q3 2025
Added 5.72%
|
|