EVR · Company research
Evercore Inc. (EVR): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Great Diamond Partners, LLC | 1801112 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4871 | 1663174 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Net Worth Advisory Group | 1791998 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1849 | 631484 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 134065 | 45775154 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GARDNER LEWIS ASSET MANAGEMENT L P | 941560 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2230 | 761411 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BRAUN STACEY ASSOCIATES INC | 872080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 107878 | 36833904 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 3415 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Bayforest Capital Ltd | 2048423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 227 | 77507 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2844 | 971055 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 318696 | 107227452 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3100 | 1058464 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3466 | 1183431 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| QRG CAPITAL MANAGEMENT, INC. | 1996454 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 718 | 245154 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 118 | 40290 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| KEB ASSET MANAGEMENT, LLC | 1903035 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 5463 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7050 | 2407283 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NATIXIS ADVISORS, LLC | 1018331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37847 | 12922 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Salomon & Ludwin, LLC | 1766156 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 341 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Driehaus Capital Management LLC | 938206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62852 | 21460187 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 197638 | 67481519 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Moisand Fitzgerald Tamayo, LLC | 1649107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14 | 4781 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| AMERIFLEX GROUP, INC. | 2057637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48 | 16389 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FOX RUN MANAGEMENT, L.L.C. | 1533457 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4730 | 1615011 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| TOUNJIAN ADVISORY PARTNERS, LLC | 2039850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14 | 4706 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 441656 | 150799025 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27805 | 9493739 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Brevan Howard Capital Management LP | 1512857 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7381 | 2520169 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pathstone Holdings, LLC | 2011612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5584 | 1906681 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NATIXIS | 1274981 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51 | 17413 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| State of New Jersey Common Pension Fund D | 1483066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12554 | 4286438 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71063 | 24263751 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JAMES INVESTMENT RESEARCH, INC. | 810384 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8188 | 2795711 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4373 | 1493117 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Hardy Reed LLC | 1761871 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1857 | 634055 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14894979 | 43624 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Procyon Advisors, LLC | 1804329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1391 | 474870 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11077 | 3782168 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Regatta Research & Money Management | 2137529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40 | 13464 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Epoch Investment Partners, Inc. | 1305841 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10266 | 3505223 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ZACKS INVESTMENT MANAGEMENT | 1086483 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18059 | 6166421 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Empire Life Investments Inc. | 1640951 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45428 | 15510936 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15827 | 5403971 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 889 | 303540 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Sarasin & Partners LLP | 1510481 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25000 | 8536000 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| OPPENHEIMER & CO INC | 822581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 848 | 289541 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CAPTRUST FINANCIAL ADVISORS | 1512024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24356 | 8315967 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VestGen Advisors, LLC | 2050130 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 900 | 307316 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Paralel Advisors LLC | 1895911 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300000 | 102432000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HARBOR INVESTMENT ADVISORY, LLC | 1468792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1760 | 600934 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Greenspring Advisors, LLC | 1922200 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 808 | 275884 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| California Public Employees Retirement System | 919079 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73820 | 25205101 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ARIZONA STATE RETIREMENT SYSTEM | 1558481 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10382 | 3544830 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58797 | 20075648 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1021223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 341 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Nykredit A/S | 1847328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1039 | 354756 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Man Group plc | 1637460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27715 | 9463010 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 818 | 279298 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TORONTO DOMINION BANK | 947263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1018 | 347000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| 1832 Asset Management L.P. | 944388 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1173 | 400509 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1533 | 523428 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31214 | 10657690 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Persistent Asset Partners Ltd | 2056052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32 | 10926 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 429871 | 146775154 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| INVESTMENT HOUSE LLC | 1566030 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 850 | 253734 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 467 | 159452 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Vinva Investment Management Ltd | 1968109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 512 | 249065 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Jupiter Topco LLC | 2146052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 132403 | 45230623 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRINCETON CAPITAL MANAGEMENT LLC | 1167026 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2220 | 757997 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7603 | 2595968 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4807 | 1641 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HANTZ FINANCIAL SERVICES, INC. | 1071061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1703 | 581 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Zurich Insurance Group Ltd/FI | 1127799 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35515 | 12126242 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHELTON CAPITAL MANAGEMENT | 1002784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1268 | 432946 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1109767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5173 | 1766269 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Winthrop Capital Management, LLC | 2010657 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 2 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vestcor Inc | 1536925 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6824 | 2330 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Emerald Investment Advisers, LLC | 2127823 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10536 | 3597412 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31827 | 10867010 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PEAK6 LLC | 1389958 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2300 | 785312 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Quest 10 Wealth Builders, Inc. | 2035215 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 2732 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9194 | 3139222 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.