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 |
|---|---|---|---|---|---|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,854
shares
|
$543,945
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,853
shares
|
$543,651
0.03% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
1,851
shares
|
$543,064
0.05% of portfolio
|
Q1 2025
Added 17.37%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
1,851
shares
|
$543,064
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Castle Knight Management LP
New York, NY |
May 15, 2025 Q1 2025 |
1,800
shares
|
$528,102
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
1,797
shares
|
$527,221
0.0% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
1,781
shares
|
$522,527
0.0% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,777
shares
|
$521,354
0.02% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
1,748
shares
|
$512,845
0.01% of portfolio
|
Q1 2025
Added 193.29%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
1,720
shares
|
$504,630
0.22% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,720
shares
|
$504,630
0.01% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,693
shares
|
$496,709
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,682
shares
|
$493,481
0.16% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Qsemble Capital Management, LP
New York, NY |
May 12, 2025 Q1 2025 |
1,681
shares
|
$493,188
0.04% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
1,676
shares
|
$491,721
0.01% of portfolio
|
Q1 2025
Reduced 18.2%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,646
shares
|
$482,919
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
1,605
shares
|
$470,890
0.01% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
1,601
shares
|
$469,717
0.0% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,575
shares
|
$462,089
0.01% of portfolio
|
Q1 2025
Reduced 34.94%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,557
shares
|
$456,808
0.15% of portfolio
|
Q2 2024
Reduced 34.3%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
1,549
shares
|
$454,461
0.08% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
1,548
shares
|
$454,167
0.01% of portfolio
|
Q1 2025
Added 60.91%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
1,545
shares
|
$453,287
0.01% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,533
shares
|
$449,766
0.04% of portfolio
|
Q1 2025
Added 7.05%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
1,527
shares
|
$448,006
0.0% of portfolio
|
Q1 2025
Reduced 15.45%
|