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 |
|---|---|---|---|---|---|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
Aug 14, 2025 Q2 2025 |
1,481
shares
|
$476,215
0.3% of portfolio
|
Q2 2025
Reduced 20.8%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,470
shares
|
$472,678
0.01% of portfolio
|
Q1 2024
Added 0.89%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
1,453
shares
|
$467,212
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,442
shares
|
$463,675
0.0% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
1,441
shares
|
$463,353
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
1,438
shares
|
$462,388
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
1,432
shares
|
$460,459
0.01% of portfolio
|
Q2 2025
Reduced 18.08%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
1,429
shares
|
$459,494
0.0% of portfolio
|
Q2 2025
Reduced 83.17%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
1,429
shares
|
$459,494
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,424
shares
|
$457,887
0.06% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
1,418
shares
|
$455,957
0.02% of portfolio
|
Q2 2025
Reduced 53.77%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
1,405
shares
|
$451,777
0.08% of portfolio
|
Q2 2025
Added 11.86%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
1,400
shares
|
$450,170
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,373
shares
|
$441,488
0.0% of portfolio
|
Q2 2025
Reduced 36.44%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,361
shares
|
$437,629
0.0% of portfolio
|
Q2 2025
Reduced 10.22%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
1,347
shares
|
$433,127
0.01% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Denali Advisors LLC
|
Jul 30, 2025 Q2 2025 |
1,331
shares
|
$427,983
0.04% of portfolio
|
Q2 2025
Reduced 87.08%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,328
shares
|
$427,018
0.01% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
1,323
shares
|
$425,410
0.01% of portfolio
|
Q2 2025
Reduced 40.54%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
1,268
shares
|
$407,725
0.01% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
1,264
shares
|
$406,439
0.01% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
1,258
shares
|
$404,509
0.0% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
1,232
shares
|
$396,149
0.09% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
1,228
shares
|
$394,863
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,223
shares
|
$393,255
0.05% of portfolio
|
Q3 2024
Added 4.71%
|