Filing Research | EVR - EVERCORE INC Institutional Holdings

Snapshot holdings

50 / 145 loaded

#		Instrument	quantity
1	Artemis Investment Management LLP	Shares	315.8KSH	$107.8M
2	Boston Trust Walden Corp	Shares	115.8KSH	$39.5M
3	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	87.3KSH	$29.8M
4	COOKSON PEIRCE & CO INC	Shares	57.4KSH	$19.6M
5	Empire Life Investments Inc.	Shares	45.4KSH	$15.5M
6	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	36.1KSH	$12.3M
7	Sarasin & Partners LLP	Shares	25.0KSH	$8.5M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	26.8KSH	$8.3M
9	Sequoia Financial Advisors, LLC	Shares	21.7KSH	$7.4M
10	PEREGRINE INVESTMENT MANAGEMENT INC	Shares	17.2KSH	$5.9M
11	Police & Firemen's Retirement System of New Jersey	Shares	16.5KSH	$5.6M
12	Robeco Institutional Asset Management B.V.	Shares	13.5KSH	$4.6M
13	SRH ADVISORS, LLC	Shares	11.5KSH	$3.9M
14	Louisiana State Employees Retirement System	Shares	11.3KSH	$3.9M
15	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	11.0KSH	$3.8M
16	Apollon Wealth Management, LLC	Shares	10.7KSH	$3.7M
17	CAMPBELL NEWMAN ASSET MANAGEMENT INC	Shares	10.5KSH	$3.6M
18	EAGLE ROCK INVESTMENT COMPANY, LLC	Shares	9.3KSH	$3.2M
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	9.3KSH	$3.2M
20	GATEWAY INVESTMENT ADVISERS LLC	Shares	9.2KSH	$3.1M
21	Covea Finance	Shares	9.1KSH	$3.1M
22	Crossmark Global Holdings, Inc.	Shares	8.6KSH	$2.9M
23	JAMES INVESTMENT RESEARCH, INC.	Shares	8.2KSH	$2.8M
24	Monument Capital Management	Shares	7.7KSH	$2.6M
25	HAGER INVESTMENT MANAGEMENT SERVICES, LLC	Shares	7.5KSH	$2.6M
26	Merit Financial Group, LLC	Shares	7.2KSH	$2.4M
27	Radnor Capital Management, LLC	Shares	6.5KSH	$2.2M
28	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	5.2KSH	$1.8M
29	Great Diamond Partners, LLC	Shares	4.9KSH	$1.7M
30	Catalyst Capital Advisors LLC	Shares	4.8KSH	$1.6M
31	Sivia Capital Partners, LLC	Shares	4.8KSH	$1.6M
32	Capricorn Fund Managers Ltd	Shares	4.7KSH	$1.6M
33	Freedom Day Solutions, LLC	Shares	4.0KSH	$1.4M
34	RFG Advisory, LLC	Shares	3.8KSH	$1.3M
35	Legacy Wealth Asset Management, LLC	Shares	3.5KSH	$1.2M
36	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	3.3KSH	$1.1M
37	Legend Financial Advisors, Inc.	Shares	3.2KSH	$1.1M
38	ISTHMUS PARTNERS, LLC	Shares	3.2KSH	$1.1M
39	Swedbank AB	Shares	3.0KSH	$1.0M
40	Dynamic Advisor Solutions LLC	Shares	2.9KSH	$995.3K
41	SECURIAN ASSET MANAGEMENT, INC	Shares	2.9KSH	$987.4K
42	NOVEM GROUP	Shares	2.9KSH	$986.3K
43	WADDELL & ASSOCIATES, LLC	Shares	2.8KSH	$969.7K
44	Marshall Financial Group, LLC	Shares	2.4KSH	$810.3K
45	FLAGSHIP HARBOR ADVISORS, LLC	Shares	2.3KSH	$793.8K
46	EverSource Wealth Advisors, LLC	Shares	2.3KSH	$772.7K
47	Morningstar Investment Management LLC	Shares	2.5KSH	$748.1K
48	NorthCrest Asset Manangement, LLC	Shares	2.0KSH	$683.9K
49	Net Worth Advisory Group	Shares	1.8KSH	$631.5K
50	J2 Capital Management Inc	Shares	1.8KSH	$621.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 152 loaded

#		Instrument
1	Artemis Investment Management LLP added	Shares	+40.6K	+$25.7M	$107.8M
2	Boston Trust Walden Corp added	Shares	+54.5K	+$21.2M	$39.5M
3	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+2.1K	+$4.4M	$29.8M
4	Apollon Wealth Management, LLC new	Shares	+10.7K	+$3.7M	$3.7M
5	Sequoia Financial Advisors, LLC added	Shares	+5.3K	+$2.5M	$7.4M
6	COOKSON PEIRCE & CO INC trimmed	Shares	-79	+$2.4M	$19.6M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.8K	+$1.9M	$8.3M
8	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+5.1K	+$1.9M	$3.1M
9	Capricorn Fund Managers Ltd new	Shares	+4.7K	+$1.6M	$1.6M
10	RFG Advisory, LLC new	Shares	+3.8K	+$1.3M	$1.3M
11	Empire Life Investments Inc. trimmed	Shares	-1.9K	+$1.3M	$15.5M
12	Sarasin & Partners LLP unchanged	Shares	0	+$1.1M	$8.5M
13	Merit Financial Group, LLC added	Shares	+2.5K	+$1.0M	$2.4M
14	NOVEM GROUP new	Shares	+2.9K	+$986.3K	$986.3K
15	Police & Firemen's Retirement System of New Jersey added	Shares	+858	+$965.8K	$5.6M
16	PARSONS CAPITAL MANAGEMENT INC/RI added	Shares	+2.5K	+$885.8K	$1.1M
17	Marshall Financial Group, LLC new	Shares	+2.4K	+$810.3K	$810.3K
18	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-2.7K	+$748.8K	$12.3M
19	Covea Finance added	Shares	+700	+$599.6K	$3.1M
20	CAMPBELL NEWMAN ASSET MANAGEMENT INC added	Shares	+454	+$585.5K	$3.6M
21	Louisiana State Employees Retirement System added	Shares	+100	+$515.0K	$3.9M
22	SRH ADVISORS, LLC unchanged	Shares	0	+$494.8K	$3.9M
23	Monument Capital Management added	Shares	+505	+$480.3K	$2.6M
24	Procyon Advisors, LLC new	Shares	+1.4K	+$474.9K	$474.9K
25	Sivia Capital Partners, LLC added	Shares	+787	+$439.6K	$1.6M
26	EAGLE ROCK INVESTMENT COMPANY, LLC unchanged	Shares	0	+$397.9K	$3.2M
27	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. new	Shares	+1.1K	+$382.4K	$382.4K
28	RIVERSEDGE ADVISORS, LLC new	Shares	+1.1K	+$369.5K	$369.5K
29	JAMES INVESTMENT RESEARCH, INC. trimmed	Shares	-9	+$348.8K	$2.8M
30	NorthCrest Asset Manangement, LLC added	Shares	+813	+$318.0K	$683.9K
31	MISSION WEALTH MANAGEMENT, LP new	Shares	+846	+$288.9K	$288.9K
32	New England Research & Management, Inc. new	Shares	+831	+$283.7K	$283.7K
33	Radnor Capital Management, LLC unchanged	Shares	0	+$278.2K	$2.2M
34	Great Diamond Partners, LLC added	Shares	+218	+$274.2K	$1.7M
35	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-430	+$269.2K	$3.2M
36	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-727	+$255.3K	$3.8M
37	QRG CAPITAL MANAGEMENT, INC. new	Shares	+718	+$245.2K	$245.2K
38	HAGER INVESTMENT MANAGEMENT SERVICES, LLC trimmed	Shares	-268	+$243.9K	$2.6M
39	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+71	+$243.3K	$1.8M
40	Perpetual Ltd new	Shares	+710	+$242.4K	$242.4K
41	Trust Point Inc. new	Shares	+648	+$221.3K	$221.3K
42	Abundance Wealth Counselors new	Shares	+644	+$219.9K	$219.9K
43	WADDELL & ASSOCIATES, LLC added	Shares	+325	+$218.9K	$969.7K
44	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+339	+$201.0K	$793.8K
45	HMS Capital Management, LLC new	Shares	+586	+$200.2K	$200.2K
46	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+265	+$154.7K	$600.9K
47	Catalyst Capital Advisors LLC trimmed	Shares	-225	+$138.9K	$1.6M
48	ISTHMUS PARTNERS, LLC unchanged	Shares	0	+$135.9K	$1.1M
49	Legend Financial Advisors, Inc. trimmed	Shares	-9	+$135.1K	$1.1M
50	Robeco Institutional Asset Management B.V. trimmed	Shares	-1.5K	+$131.8K	$4.6M

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