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 |
|---|---|---|---|---|---|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
1,200
shares
|
$385,860
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,194
shares
|
$383,930
0.02% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,193
shares
|
$383,609
0.0% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
1,154
shares
|
$371,068
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
1,150
shares
|
$369,782
0.04% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
1,138
shares
|
$365,923
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2025 Q2 2025 |
1,132
shares
|
$363,994
0.13% of portfolio
|
Q2 2025
Reduced 25.33%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,130
shares
|
$363,351
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
1,126
shares
|
$362,065
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
1,118
shares
|
$359,492
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,099
shares
|
$353,383
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
1,069
shares
|
$343,736
0.01% of portfolio
|
Q2 2025
Reduced 16.61%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
1,061
shares
|
$341,164
0.03% of portfolio
|
Q2 2025
Reduced 17.17%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,060
shares
|
$340,843
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
1,050
shares
|
$337,627
0.0% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
1,035
shares
|
$332,804
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
1,030
shares
|
$331,196
0.03% of portfolio
|
Q2 2025
Reduced 12.71%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
1,018
shares
|
$327,337
0.01% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$321,550
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
1,000
shares
|
$321,550
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Moody Aldrich Partners LLC
|
Aug 04, 2025 Q2 2025 |
992
shares
|
$318,977
0.06% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
992
shares
|
$318,977
0.0% of portfolio
|
Q2 2025
Reduced 24.45%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
985
shares
|
$316,726
0.0% of portfolio
|
Q2 2025
Reduced 38.48%
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
983
shares
|
$316,083
0.06% of portfolio
|
Q2 2025
Reduced 71.09%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
980
shares
|
$315,119
0.01% of portfolio
|
Q2 2025
New holding
|