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 |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
2,641
shares
|
$849,213
0.0% of portfolio
|
Q2 2025
Added 530.31%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
2,621
shares
|
$842,782
0.01% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
2,595
shares
|
$834,422
0.01% of portfolio
|
Q2 2025
Added 13.57%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
2,551
shares
|
$820,274
0.0% of portfolio
|
Q2 2025
Added 37.82%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
2,541
shares
|
$817,058
0.01% of portfolio
|
Q2 2025
Reduced 47.87%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
2,463
shares
|
$791,977
0.0% of portfolio
|
Q2 2025
Reduced 98.56%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
2,413
shares
|
$775,900
0.04% of portfolio
|
Q2 2025
Reduced 31.23%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
2,408
shares
|
$774,292
0.02% of portfolio
|
Q1 2025
Reduced 73.99%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
2,368
shares
|
$761,430
0.09% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
2,366
shares
|
$760,787
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Aug 14, 2025 Q2 2025 |
2,355
shares
|
$757,250
0.07% of portfolio
|
Q1 2025
Reduced 97.15%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
2,332
shares
|
$749,854
0.01% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
2,308
shares
|
$742,137
0.01% of portfolio
|
Q2 2025
Added 62.65%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
2,227
shares
|
$716,091
0.02% of portfolio
|
Q2 2025
Added 44.14%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
2,220
shares
|
$713,841
0.01% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
2,185
shares
|
$702,586
0.0% of portfolio
|
Q2 2023
Added 8.49%
|
|
|
Pine Bridge Investments, L.P.
|
Aug 13, 2025 Q2 2025 |
2,169
shares
|
$697,441
0.0% of portfolio
|
Q2 2025
Reduced 94.49%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
2,151
shares
|
$691,654
0.01% of portfolio
|
Q2 2025
Added 38.95%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,142
shares
|
$688,760
0.03% of portfolio
|
Q2 2025
Added 20.54%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
2,134
shares
|
$686,187
0.0% of portfolio
|
Q2 2025
Added 42.27%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,133
shares
|
$685,866
0.0% of portfolio
|
Q2 2025
Reduced 96.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
2,120
shares
|
$681,686
0.0% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
2,116
shares
|
$680,399
0.07% of portfolio
|
Q2 2025
Added 298.49%
|
|
|
Pdt Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$643,100
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Aviva PLC
|
Aug 07, 2025 Q2 2025 |
1,958
shares
|
$629,594
0.0% of portfolio
|
Q2 2025
Reduced 31.32%
|