Institutional Ownership Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR). We have compiled data on the 602 institutions that hold shares in the stock, with a total of 31.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Arizona State Retirement System
|
Feb 06, 2025 Q4 2024 |
10,570
shares
|
$2.08 Million
0.02% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,197
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
10,068
shares
|
$1.99 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Feb 21, 2025 Q4 2024 |
9,940
shares
|
$1.96 Million
0.42% of portfolio
|
Q3 2024
Added 43.23%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
9,814
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
9,813
shares
|
$1.94 Million
0.01% of portfolio
|
Q4 2024
Reduced 37.22%
|
|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
9,800
shares
|
$1.93 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
9,716
shares
|
$1.92 Million
0.02% of portfolio
|
Q4 2024
Added 14621.21%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
9,585
shares
|
$1.89 Million
0.01% of portfolio
|
Q4 2024
Added 21.93%
|
|
|
Campbell Newman Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
9,507
shares
|
$1.87 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
9,444
shares
|
$1.86 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
9,337
shares
|
$1.84 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.4%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
9,268
shares
|
$1.83 Million
0.33% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
9,259
shares
|
$1.83 Million
0.09% of portfolio
|
Q4 2024
Added 47.72%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
9,247
shares
|
$1.82 Million
0.02% of portfolio
|
Q4 2024
Added 17.41%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
8,981
shares
|
$1.77 Million
0.0% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
8,963
shares
|
$1.77 Million
0.05% of portfolio
|
Q4 2024
Added 227.12%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
8,709
shares
|
$1.72 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
8,709
shares
|
$1.72 Million
0.05% of portfolio
|
Q4 2024
Reduced 33.62%
|
|
|
Shilanski & Associates, Inc.
|
Apr 25, 2025 Q1 2025 |
8,684
shares
|
$1.71 Million
0.54% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
8,662
shares
|
$1.71 Million
0.04% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
8,549
shares
|
$1.69 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
State Of Michigan Retirement System
|
Feb 06, 2025 Q4 2024 |
8,405
shares
|
$1.66 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
8,253
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
8,019
shares
|
$1.58 Million
0.01% of portfolio
|
Q4 2024
Added 54.6%
|