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 |
|---|---|---|---|---|---|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
31,086
shares
|
$9.22 Million
0.35% of portfolio
|
Q3 2025
Added 13.45%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
30,638
shares
|
$9.08 Million
0.69% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
29,945
shares
|
$8.88 Million
0.01% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
29,063
shares
|
$8.62 Million
0.01% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
28,949
shares
|
$8.58 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.51%
|
|
|
Bain Capital Public Equity, LP
Boston, MA |
Nov 13, 2025 Q3 2025 |
28,938
shares
|
$8.58 Million
6.18% of portfolio
|
Q3 2025
Added 68.61%
|
|
|
Nitorum Capital, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
28,188
shares
|
$8.36 Million
1.95% of portfolio
|
Q3 2025
Reduced 31.08%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
28,022
shares
|
$8.31 Million
0.51% of portfolio
|
Q3 2025
Reduced 11.29%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
27,312
shares
|
$8.1 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
26,513
shares
|
$7.86 Million
0.08% of portfolio
|
Q3 2025
Reduced 11.19%
|
|
|
Peregrine Investment Management Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
26,160
shares
|
$7.76 Million
4.34% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
25,565
shares
|
$7.58 Million
0.26% of portfolio
|
Q3 2025
Added 80.28%
|
|
|
Sarasin & Partners LLP
|
Oct 10, 2025 Q3 2025 |
25,000
shares
|
$7.41 Million
0.08% of portfolio
|
Q3 2017
New holding
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2025 Q3 2025 |
24,995
shares
|
$7.41 Million
0.42% of portfolio
|
Q3 2025
Reduced 19.1%
|
|
|
Cinctive Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
24,607
shares
|
$7.3 Million
0.44% of portfolio
|
Q3 2025
Reduced 19.65%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
24,241
shares
|
$7.19 Million
0.01% of portfolio
|
Q3 2025
Added 162.15%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
24,063
shares
|
$7.13 Million
0.0% of portfolio
|
Q3 2025
Added 210.29%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
23,792
shares
|
$7.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 38.66%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2025 Q3 2025 |
22,964
shares
|
$6.81 Million
0.25% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Prana Capital Management, LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
22,416
shares
|
$6.65 Million
0.28% of portfolio
|
Q3 2025
Reduced 23.35%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
22,307
shares
|
$6.61 Million
0.06% of portfolio
|
Q3 2025
Added 18.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
22,193
shares
|
$6.58 Million
0.0% of portfolio
|
Q3 2025
Added 126.62%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
22,144
shares
|
$6.57 Million
0.1% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 13, 2025 Q3 2025 |
21,931
shares
|
$6.5 Million
0.0% of portfolio
|
Q3 2025
Added 461.76%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
21,705
shares
|
$6.44 Million
0.1% of portfolio
|
Q3 2025
Added 8.85%
|
|