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 |
|---|---|---|---|---|---|
|
Braun Stacey Associates Inc
|
Oct 21, 2025 Q3 2025 |
108,983
shares
|
$32.3 Million
1.31% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
101,049
shares
|
$30 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Retirement Systems Of Alabama
|
Oct 31, 2025 Q3 2025 |
99,839
shares
|
$29.6 Million
0.11% of portfolio
|
Q3 2025
Reduced 12.74%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
99,501
shares
|
$29.5 Million
0.03% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
94,309
shares
|
$28 Million
0.01% of portfolio
|
Q3 2025
Reduced 33.83%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
93,540
shares
|
$27.7 Million
0.13% of portfolio
|
Q3 2025
Added 169.17%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
88,107
shares
|
$26.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 38.39%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
88,104
shares
|
$26.1 Million
0.01% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
85,200
shares
|
$25.3 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.57%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
84,178
shares
|
$25 Million
0.57% of portfolio
|
Q1 2024
Added 142.08%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
82,395
shares
|
$24.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 19.27%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
77,082
shares
|
$22.9 Million
0.15% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
76,922
shares
|
$22.8 Million
0.08% of portfolio
|
Q3 2025
Added 40.58%
|
|
|
Junto Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
76,518
shares
|
$22.7 Million
0.56% of portfolio
|
Q3 2025
Reduced 60.66%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
76,207
shares
|
$22.6 Million
0.02% of portfolio
|
Q3 2025
Added 12.57%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
75,430
shares
|
$22.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 13, 2025 Q3 2025 |
75,000
shares
|
$22.2 Million
0.02% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Ceredex Value Advisors LLC
|
Nov 14, 2025 Q3 2025 |
73,425
shares
|
$21.8 Million
0.6% of portfolio
|
Q3 2025
Reduced 43.63%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
73,015
shares
|
$21.6 Million
0.19% of portfolio
|
Q3 2025
Reduced 11.87%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2025 Q3 2025 |
71,283
shares
|
$21.1 Million
0.1% of portfolio
|
Q3 2025
Added 1402.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
70,902
shares
|
$21 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
70,839
shares
|
$21 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
70,171
shares
|
$20.8 Million
0.06% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
69,856
shares
|
$20.7 Million
0.01% of portfolio
|
Q3 2025
Added 43.97%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
Nov 14, 2025 Q3 2025 |
69,797
shares
|
$20.7 Million
0.98% of portfolio
|
Q3 2025
Reduced 27.78%
|
|