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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
11,403
shares
|
$3.38 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
11,042
shares
|
$3.27 Million
0.01% of portfolio
|
Q3 2025
Reduced 62.05%
|
|
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
10,901
shares
|
$3.23 Million
0.07% of portfolio
|
Q3 2025
Reduced 83.35%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2025 Q3 2025 |
10,853
shares
|
$3.22 Million
0.01% of portfolio
|
Q3 2025
Reduced 76.68%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
10,736
shares
|
$3.18 Million
0.03% of portfolio
|
Q1 2025
Reduced 33.2%
|
|
|
Louisiana State Employees Retirement System
|
Oct 22, 2025 Q3 2025 |
10,700
shares
|
$3.17 Million
0.06% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
10,491
shares
|
$3.11 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Efg Asset Management (North America) Corp.
|
Nov 03, 2025 Q3 2025 |
10,442
shares
|
$3.1 Million
0.49% of portfolio
|
Q3 2025
Reduced 31.91%
|
|
|
Campbell Newman Asset Management Inc
|
Oct 23, 2025 Q3 2025 |
10,227
shares
|
$3.03 Million
0.27% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,197
shares
|
$3.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,074
shares
|
$2.99 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
9,926
shares
|
$2.94 Million
0.01% of portfolio
|
Q3 2025
Reduced 94.27%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 12, 2025 Q3 2025 |
9,906
shares
|
$2.94 Million
0.02% of portfolio
|
Q3 2025
Added 7.24%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 06, 2025 Q3 2025 |
9,900
shares
|
$2.94 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
9,869
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Amundi
Paris, I0 |
Nov 14, 2025 Q3 2025 |
9,784
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
9,652
shares
|
$2.86 Million
0.01% of portfolio
|
Q3 2025
Added 9.11%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
9,641
shares
|
$2.86 Million
0.02% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
9,448
shares
|
$2.8 Million
0.0% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Triasima Portfolio Management Inc.
|
Oct 29, 2025 Q3 2025 |
9,428
shares
|
$2.8 Million
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
9,268
shares
|
$2.75 Million
0.47% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
9,248
shares
|
$2.74 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
State Of Michigan Retirement System
|
Nov 05, 2025 Q3 2025 |
9,205
shares
|
$2.73 Million
0.02% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Handelsbanken Fonder Ab
|
Nov 12, 2025 Q3 2025 |
9,137
shares
|
$2.71 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
9,109
shares
|
$2.7 Million
0.01% of portfolio
|
Q3 2025
Added 118.6%
|
|