Institutional Ownership Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR). We have compiled data on the 544 institutions that hold shares in the stock, with a total of 32 Million shares, which have been reported (via 13F filing form) to have a value of $8.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
6,007
shares
|
$1.58 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,817
shares
|
$1.53 Million
0.01% of portfolio
|
Q2 2023
Reduced 16.83%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
5,786
shares
|
$1.52 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
5,773
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Deltec Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
5,760
shares
|
$1.51 Million
0.31% of portfolio
|
Q3 2017
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
5,737
shares
|
$1.51 Million
0.24% of portfolio
|
Q3 2024
Added 151.18%
|
|
|
Ausbil Investment Management LTD
Sydney, C3 |
Oct 22, 2024 Q3 2024 |
5,629
shares
|
$1.48 Million
0.49% of portfolio
|
Q3 2024
Added 38.78%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
5,596
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2024
Added 143.62%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
5,501
shares
|
$1.45 Million
0.09% of portfolio
|
Q3 2024
Reduced 14.9%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
5,394
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 22, 2024 Q3 2024 |
5,380
shares
|
$1.41 Million
0.29% of portfolio
|
Q3 2024
Added 13.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,377
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
5,342
shares
|
$1.4 Million
0.38% of portfolio
|
Q3 2024
Added 127.13%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
5,341
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
5,241
shares
|
$1.38 Million
0.78% of portfolio
|
Q4 2024
Added 32.65%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
5,187
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.58%
|
|
|
Asset Management One Co., Ltd.
|
Oct 30, 2024 Q3 2024 |
5,145
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.87%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
5,117
shares
|
$1.35 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,932
shares
|
$1.3 Million
0.73% of portfolio
|
Q3 2024
Reduced 15.45%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
4,816
shares
|
$1.27 Million
0.11% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
4,761
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
4,701
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 10, 2024 Q3 2024 |
4,608
shares
|
$1.21 Million
0.12% of portfolio
|
Q3 2024
Added 55.36%
|
|
|
Freedom Day Solutions, LLC
|
Oct 23, 2024 Q3 2024 |
4,608
shares
|
$1.21 Million
0.37% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Buckhead Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
4,547
shares
|
$1.2 Million
0.37% of portfolio
|
Q1 2024
Added 0.22%
|