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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
4,734
shares
|
$1.4 Million
0.11% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 06, 2025 Q3 2025 |
4,588
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Cornerstone Investment Partners, LLC
|
Nov 06, 2025 Q3 2025 |
4,410
shares
|
$1.31 Million
0.06% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
4,407
shares
|
$1.31 Million
0.57% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
4,304
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2023
Reduced 8.52%
|
|
|
Freedom Day Solutions, LLC
|
Oct 24, 2025 Q3 2025 |
4,232
shares
|
$1.25 Million
0.39% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
4,218
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Oct 20, 2025 Q3 2025 |
4,200
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
4,190
shares
|
$1.24 Million
0.07% of portfolio
|
Q4 2024
Added 52.31%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
4,168
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 14, 2025 Q3 2025 |
4,108
shares
|
$1.22 Million
0.13% of portfolio
|
Q3 2025
Added 74.44%
|
|
|
First Eagle Investment Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,090
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.44%
|
|
|
Sandler Capital Management
New York, NY |
Nov 14, 2025 Q3 2025 |
4,088
shares
|
$1.21 Million
0.45% of portfolio
|
Q3 2025
Reduced 11.13%
|
|
|
Winton Group LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
4,010
shares
|
$1.19 Million
0.06% of portfolio
|
Q3 2025
Reduced 86.37%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
3,993
shares
|
$1.18 Million
0.79% of portfolio
|
Q3 2025
Added 319.87%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
3,927
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 82.55%
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
3,899
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
3,882
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2023
Reduced 37.83%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
3,847
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
3,813
shares
|
$1.13 Million
0.38% of portfolio
|
Q3 2025
Reduced 18.7%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 13, 2025 Q3 2025 |
3,785
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
3,727
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Added 20.89%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,690
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
3,675
shares
|
$1.09 Million
0.25% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
3,668
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Added 58.93%
|
|