Institutional Ownership Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR). We have compiled data on the 620 institutions that hold shares in the stock, with a total of 35.4 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
3,450
shares
|
$1.11 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
3,422
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 23.18%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
3,414
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Hgk Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
3,362
shares
|
$1.08 Million
0.16% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
3,356
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,351
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Added 48.93%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,257
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Added 137.39%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
3,235
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
Added 105.4%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
3,206
shares
|
$1.03 Million
0.58% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,180
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 94.17%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
3,145
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,106
shares
|
$998,734
0.06% of portfolio
|
Q4 2022
Added 0.19%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
3,083
shares
|
$991,338
0.01% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jul 10, 2025 Q2 2025 |
3,000
shares
|
$964,650
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
2,973
shares
|
$955,968
0.39% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
2,928
shares
|
$941,498
0.01% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
2,915
shares
|
$937,318
0.07% of portfolio
|
Q2 2025
Added 25.54%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
2,908
shares
|
$935,067
0.06% of portfolio
|
Q1 2025
Reduced 40.65%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
2,840
shares
|
$913,202
0.01% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
2,761
shares
|
$887,799
0.0% of portfolio
|
Q2 2025
Reduced 46.0%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
2,752
shares
|
$884,905
0.02% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
2,726
shares
|
$876,545
0.01% of portfolio
|
Q2 2025
Added 38.31%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
2,725
shares
|
$876,223
0.05% of portfolio
|
Q2 2025
Added 46.98%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,713
shares
|
$872,365
0.04% of portfolio
|
Q4 2023
Reduced 2.23%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,660
shares
|
$855,323
0.09% of portfolio
|
Q2 2025
New holding
|