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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
49,985
shares
|
$14.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.76%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
49,636
shares
|
$14.7 Million
0.08% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
49,170
shares
|
$14.6 Million
0.02% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
48,332
shares
|
$14.3 Million
0.02% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Thames Capital Management LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
46,881
shares
|
$13.9 Million
2.79% of portfolio
|
Q3 2025
Added 119.64%
|
|
|
New York State Teachers Retirement System
|
Oct 24, 2025 Q3 2025 |
46,319
shares
|
$13.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Frontier Capital Management CO LLC
|
Nov 14, 2025 Q3 2025 |
45,863
shares
|
$13.6 Million
0.15% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
41,983
shares
|
$12.4 Million
0.85% of portfolio
|
Q3 2025
Reduced 35.1%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
41,815
shares
|
$12.4 Million
0.07% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
40,648
shares
|
$12.1 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
40,131
shares
|
$11.9 Million
0.02% of portfolio
|
Q3 2023
Reduced 15.85%
|
|
|
Leeward Investments, LLC Ma
|
Nov 06, 2025 Q3 2025 |
39,558
shares
|
$11.7 Million
0.7% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
39,458
shares
|
$11.7 Million
1.84% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
38,610
shares
|
$11.4 Million
2.85% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
38,266
shares
|
$11.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 44.24%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 14, 2025 Q3 2025 |
37,138
shares
|
$11 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Peregrine Capital Management LLC
|
Oct 23, 2025 Q3 2025 |
37,090
shares
|
$11 Million
0.41% of portfolio
|
Q3 2025
Reduced 21.65%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
36,980
shares
|
$11 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
36,282
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
36,277
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
35,729
shares
|
$10.6 Million
0.09% of portfolio
|
Q3 2025
Reduced 82.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
34,990
shares
|
$10.4 Million
0.01% of portfolio
|
Q3 2025
Added 42.82%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
34,846
shares
|
$10.3 Million
0.04% of portfolio
|
Q3 2025
Added 82.77%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
33,487
shares
|
$9.93 Million
0.03% of portfolio
|
Q3 2025
Added 85.87%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
32,816
shares
|
$9.73 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.93%
|
|