Institutional Ownership Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR). We have compiled data on the 611 institutions that hold shares in the stock, with a total of 34.1 Million shares, which have been reported (via 13F filing form) to have a value of $10 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Investment Partners, LLC
|
Apr 30, 2025 Q1 2025 |
4,323
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
4,304
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2023
Reduced 8.52%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
4,205
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2025
Added 45.25%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
4,201
shares
|
$1.23 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
4,190
shares
|
$1.23 Million
0.07% of portfolio
|
Q4 2024
Added 52.31%
|
|
|
State Of Alaska, Department Of Revenue
|
Apr 21, 2025 Q1 2025 |
4,147
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
4,138
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
4,095
shares
|
$1.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
4,037
shares
|
$1.18 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
4,021
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
3,882
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2023
Reduced 37.83%
|
|
|
Pier Capital, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,773
shares
|
$1.11 Million
0.13% of portfolio
|
Q1 2025
Added 141.09%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
3,771
shares
|
$1.11 Million
0.15% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,690
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,685
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
3,673
shares
|
$1.08 Million
0.42% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
3,556
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
First National Bank Of Hutchinson
|
May 06, 2025 Q1 2025 |
3,556
shares
|
$1.04 Million
0.47% of portfolio
|
Q1 2025
Added 39.78%
|
|
|
Isthmus Partners, LLC
Madison, WI |
May 01, 2025 Q1 2025 |
3,490
shares
|
$1.02 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.59%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
3,450
shares
|
$1.01 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
3,400
shares
|
$997,526
0.2% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
3,352
shares
|
$983,443
0.0% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
3,182
shares
|
$933,566
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Hgk Asset Management Inc
|
Apr 28, 2025 Q1 2025 |
3,156
shares
|
$925,938
0.13% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
3,124
shares
|
$916,550
0.01% of portfolio
|
Q1 2025
New holding
|