Institutional Ownership Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR). We have compiled data on the 621 institutions that hold shares in the stock, with a total of 32.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
1,554
shares
|
$317,373
0.0% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
1,546
shares
|
$315,739
0.0% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Feb 11, 2025 Q4 2024 |
1,544
shares
|
$315,331
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
1,543
shares
|
$315,126
0.08% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Weiss Asset Management LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,523
shares
|
$311,042
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,506
shares
|
$307,570
0.01% of portfolio
|
Q4 2024
Reduced 28.63%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
1,496
shares
|
$305,528
0.02% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
1,481
shares
|
$302,464
0.19% of portfolio
|
Q3 2023
Reduced 57.1%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,470
shares
|
$300,218
0.01% of portfolio
|
Q1 2024
Added 0.89%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
1,457
shares
|
$297,563
0.0% of portfolio
|
Q4 2024
Added 43.12%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
1,435
shares
|
$293,070
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,432
shares
|
$292,457
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,428
shares
|
$291,640
0.01% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,424
shares
|
$290,823
0.06% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
1,400
shares
|
$285,922
0.17% of portfolio
|
Q4 2024
Reduced 13.58%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
1,400
shares
|
$285,922
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
1,366
shares
|
$278,978
0.12% of portfolio
|
Q4 2024
Added 15.96%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
1,345
shares
|
$274,689
0.05% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
1,345
shares
|
$274,689
0.01% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
1,337
shares
|
$273,055
0.02% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
1,332
shares
|
$272,034
0.07% of portfolio
|
Q4 2024
Added 10.08%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
1,289
shares
|
$263,252
0.11% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
1,287
shares
|
$262,844
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
1,255
shares
|
$256,308
0.02% of portfolio
|
Q4 2024
Added 39.44%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,223
shares
|
$249,773
0.05% of portfolio
|
Q3 2024
Added 4.71%
|