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 |
|---|---|---|---|---|---|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
1,222
shares
|
$249,569
0.02% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Martingale Asset Management L P
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,208
shares
|
$246,709
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
1,200
shares
|
$245,076
0.01% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
1,188
shares
|
$242,625
0.0% of portfolio
|
Q4 2024
Added 14.67%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
1,173
shares
|
$239,561
0.0% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
1,157
shares
|
$236,294
0.03% of portfolio
|
Q4 2024
Reduced 41.45%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
1,154
shares
|
$235,681
0.01% of portfolio
|
Q4 2024
Reduced 73.28%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
1,150
shares
|
$234,864
0.04% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,148
shares
|
$234,456
0.0% of portfolio
|
Q4 2024
Added 269.13%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
1,120
shares
|
$228,737
0.0% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
1,105
shares
|
$225,674
0.1% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
1,100
shares
|
$224,653
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,100
shares
|
$224,653
0.0% of portfolio
|
Q4 2024
Reduced 48.19%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
1,082
shares
|
$220,976
0.0% of portfolio
|
Q4 2024
Added 15.6%
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
1,080
shares
|
$220,568
0.09% of portfolio
|
Q4 2024
Reduced 23.67%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
1,078
shares
|
$220,159
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
1,074
shares
|
$219,343
0.09% of portfolio
|
Q4 2024
Added 24.31%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
1,059
shares
|
$216,279
0.04% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
1,053
shares
|
$215,054
0.01% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
1,052
shares
|
$214,849
0.02% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
1,023
shares
|
$208,927
0.0% of portfolio
|
Q4 2024
Reduced 40.14%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Feb 11, 2025 Q4 2024 |
1,019
shares
|
$208,110
0.13% of portfolio
|
Q4 2024
Added 15.66%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
1,008
shares
|
$205,863
0.16% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
1,006
shares
|
$205,455
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
1,000
shares
|
$204,230
0.09% of portfolio
|
Q2 2024
New holding
|