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 |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
21,419
shares
|
$6.35 Million
0.01% of portfolio
|
Q3 2025
Added 8.72%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
20,794
shares
|
$6.17 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
20,195
shares
|
$5.99 Million
0.15% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
20,018
shares
|
$5.94 Million
0.01% of portfolio
|
Q3 2025
Added 18.71%
|
|
|
Tribune Investment Group LP
New York, NY |
Nov 13, 2025 Q3 2025 |
20,000
shares
|
$5.93 Million
3.27% of portfolio
|
Q3 2025
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
19,811
shares
|
$5.87 Million
0.03% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
18,557
shares
|
$5.5 Million
0.01% of portfolio
|
Q3 2025
Added 44.18%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
18,222
shares
|
$5.4 Million
0.06% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
17,911
shares
|
$5.31 Million
0.04% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
17,825
shares
|
$5.28 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
17,171
shares
|
$5.09 Million
0.87% of portfolio
|
Q3 2025
Reduced 28.5%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
16,318
shares
|
$4.84 Million
0.05% of portfolio
|
Q3 2025
Added 16.52%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
16,203
shares
|
$4.8 Million
0.06% of portfolio
|
Q3 2025
Added 8473.02%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Nov 06, 2025 Q3 2025 |
16,137
shares
|
$4.78 Million
0.72% of portfolio
|
Q2 2025
Added 62.34%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
16,087
shares
|
$4.77 Million
0.03% of portfolio
|
Q3 2025
Reduced 56.28%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
15,812
shares
|
$4.69 Million
0.02% of portfolio
|
Q3 2025
Added 10.57%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
15,782
shares
|
$4.68 Million
0.08% of portfolio
|
Q3 2025
Added 17.17%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
15,415
shares
|
$4.57 Million
0.0% of portfolio
|
Q3 2025
Added 115.9%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
15,347
shares
|
$4.55 Million
1.25% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
15,039
shares
|
$4.46 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Advisors LLC
|
Nov 12, 2025 Q3 2025 |
15,000
shares
|
$4.45 Million
0.82% of portfolio
|
Q4 2017
Added 66.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
14,927
shares
|
$4.43 Million
0.01% of portfolio
|
Q3 2025
Added 19.56%
|
|
|
Tremblant Capital Group
Stamford, CT |
Nov 14, 2025 Q3 2025 |
14,909
shares
|
$4.42 Million
0.55% of portfolio
|
Q3 2025
Reduced 14.23%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
14,696
shares
|
$4.36 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2025 Q3 2025 |
14,365
shares
|
$4.26 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.74%
|
|