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 |
|---|---|---|---|---|---|
|
Utah Retirement Systems
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
1,948
shares
|
$626,379
0.01% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Jul 30, 2025 Q2 2025 |
1,935
shares
|
$622,199
0.17% of portfolio
|
Q2 2025
Reduced 13.54%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
1,934
shares
|
$621,877
0.01% of portfolio
|
Q1 2025
Reduced 12.65%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
1,863
shares
|
$599,047
0.0% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
1,854
shares
|
$596,153
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
1,842
shares
|
$592,295
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
1,820
shares
|
$585,221
0.29% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
1,787
shares
|
$574,609
0.03% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
1,741
shares
|
$559,818
0.08% of portfolio
|
Q2 2025
Reduced 37.37%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
1,727
shares
|
$555,316
0.0% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,720
shares
|
$553,066
0.01% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
1,705
shares
|
$548,242
0.0% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
1,700
shares
|
$546,635
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
1,688
shares
|
$542,776
0.14% of portfolio
|
Q2 2025
Reduced 59.82%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,682
shares
|
$540,847
0.16% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
1,676
shares
|
$538,917
0.01% of portfolio
|
Q1 2025
Reduced 18.2%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,583
shares
|
$509,013
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
1,560
shares
|
$501,618
0.03% of portfolio
|
Q2 2025
Added 33.56%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,557
shares
|
$500,653
0.15% of portfolio
|
Q2 2024
Reduced 34.3%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
1,553
shares
|
$499,367
0.0% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
1,549
shares
|
$498,080
0.08% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Dorsey Wright & Associates
|
Aug 11, 2025 Q2 2025 |
1,534
shares
|
$493,257
0.1% of portfolio
|
Q2 2025
Reduced 95.61%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,505
shares
|
$483,932
0.0% of portfolio
|
Q2 2025
Reduced 98.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,483
shares
|
$476,858
0.02% of portfolio
|
Q2 2025
Added 96.68%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
1,481
shares
|
$476,215
0.19% of portfolio
|
Q3 2023
Reduced 57.1%
|