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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
264,916
shares
|
$78.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
263,164
shares
|
$78 Million
0.01% of portfolio
|
Q3 2025
Reduced 27.33%
|
|
|
Stephens Investment Management Group LLC
|
Oct 28, 2025 Q3 2025 |
245,310
shares
|
$72.7 Million
1.17% of portfolio
|
Q3 2025
Reduced 17.81%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
245,071
shares
|
$72.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 80.34%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
226,851
shares
|
$67.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.96%
|
|
|
Primecap Management CO
Pasadena, CA |
Nov 10, 2025 Q3 2025 |
224,350
shares
|
$66.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
212,048
shares
|
$62.9 Million
0.05% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
210,481
shares
|
$62.4 Million
0.09% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
197,244
shares
|
$58.5 Million
0.02% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
180,309
shares
|
$53.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 10.34%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
175,992
shares
|
$52.2 Million
0.15% of portfolio
|
Q3 2025
Added 148.57%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
172,876
shares
|
$51.3 Million
0.08% of portfolio
|
Q3 2025
Reduced 11.7%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
170,085
shares
|
$50.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 18.86%
|
|
|
Global Alpha Capital Management Ltd.
|
Nov 12, 2025 Q3 2025 |
162,435
shares
|
$48.2 Million
3.09% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
160,544
shares
|
$47.6 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
154,037
shares
|
$45.7 Million
0.01% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Times Square Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
148,686
shares
|
$44.1 Million
0.8% of portfolio
|
Q3 2025
Added 41.14%
|
|
|
Scout Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
145,751
shares
|
$43.2 Million
1.09% of portfolio
|
Q3 2024
Reduced 44.4%
|
|
|
Azora Capital LP
Miami, FL |
Nov 14, 2025 Q3 2025 |
128,954
shares
|
$38.2 Million
2.32% of portfolio
|
Q3 2025
New holding
|
|
|
Royce & Associates LP
|
Nov 12, 2025 Q3 2025 |
123,333
shares
|
$36.6 Million
0.45% of portfolio
|
Q3 2025
Reduced 15.57%
|
|
|
Pro Share Advisors LLC
|
Nov 05, 2025 Q3 2025 |
116,866
shares
|
$34.6 Million
0.09% of portfolio
|
Q3 2025
Reduced 33.68%
|
|
|
Artemis Investment Management LLP
|
Nov 13, 2025 Q3 2025 |
111,644
shares
|
$33.1 Million
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
111,578
shares
|
$33.1 Million
0.11% of portfolio
|
Q3 2025
Added 18.6%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
110,575
shares
|
$32.8 Million
2.46% of portfolio
|
Q3 2025
Reduced 16.77%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Nov 04, 2025 Q3 2025 |
109,840
shares
|
$32.6 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.51%
|
|