Institutional Ownership Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR). We have compiled data on the 545 institutions that hold shares in the stock, with a total of 32.1 Million shares, which have been reported (via 13F filing form) to have a value of $8.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
109,802
shares
|
$30.2 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Royce & Associates LP
|
Nov 06, 2024 Q3 2024 |
100,924
shares
|
$27.8 Million
0.24% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
99,346
shares
|
$27.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 37.93%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
96,973
shares
|
$26.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Nov 04, 2024 Q3 2024 |
95,366
shares
|
$26.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
94,999
shares
|
$26.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
91,895
shares
|
$25.3 Million
0.21% of portfolio
|
Q3 2024
Reduced 21.15%
|
|
|
New York State Common Retirement Fund
|
Oct 28, 2024 Q3 2024 |
90,846
shares
|
$25 Million
0.03% of portfolio
|
Q3 2024
Reduced 31.97%
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
86,520
shares
|
$23.8 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
85,200
shares
|
$23.4 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.57%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
84,178
shares
|
$23.2 Million
0.57% of portfolio
|
Q1 2024
Added 142.08%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 12, 2024 Q3 2024 |
79,232
shares
|
$21.8 Million
2.23% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
77,979
shares
|
$21.5 Million
0.05% of portfolio
|
Q3 2024
Added 78.74%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
Nov 14, 2024 Q3 2024 |
76,420
shares
|
$21 Million
1.02% of portfolio
|
Q1 2024
Reduced 10.94%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Nov 13, 2024 Q3 2024 |
75,742
shares
|
$20.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
75,722
shares
|
$20.8 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
75,058
shares
|
$20.7 Million
0.6% of portfolio
|
Q3 2024
Added 36.2%
|
|
|
Nitorum Capital, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
74,571
shares
|
$20.5 Million
2.1% of portfolio
|
Q3 2024
Reduced 15.73%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
74,133
shares
|
$20.4 Million
0.0% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 07, 2024 Q3 2024 |
71,400
shares
|
$19.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
70,902
shares
|
$19.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
70,596
shares
|
$19.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
First Eagle Investment Management, LLC
|
Nov 12, 2024 Q3 2024 |
70,081
shares
|
$19.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
69,788
shares
|
$19.2 Million
0.03% of portfolio
|
Q3 2024
Added 15.97%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
69,445
shares
|
$19.1 Million
1.04% of portfolio
|
Q3 2024
Reduced 35.56%
|