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 |
|---|---|---|---|---|---|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
1,522
shares
|
$446,539
0.02% of portfolio
|
Q1 2025
Reduced 98.88%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
1,516
shares
|
$444,779
0.14% of portfolio
|
Q1 2025
Added 86.47%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,516
shares
|
$444,779
0.0% of portfolio
|
Q1 2025
Added 92.39%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
1,500
shares
|
$440,085
0.0% of portfolio
|
Q1 2025
Reduced 32.07%
|
|
|
Gruss & Co., LLC
|
May 08, 2025 Q1 2025 |
1,500
shares
|
$440,085
1.31% of portfolio
|
Q1 2025
New holding
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
1,496
shares
|
$438,911
0.32% of portfolio
|
Q1 2025
Added 104.93%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
1,481
shares
|
$434,510
0.19% of portfolio
|
Q3 2023
Reduced 57.1%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,470
shares
|
$431,283
0.01% of portfolio
|
Q1 2024
Added 0.89%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
May 15, 2025 Q1 2025 |
1,456
shares
|
$427,175
0.15% of portfolio
|
Q1 2025
Added 82.23%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
1,453
shares
|
$426,295
0.0% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
1,441
shares
|
$422,774
0.0% of portfolio
|
Q1 2025
Added 43.24%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
1,441
shares
|
$422,774
0.0% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,439
shares
|
$422,188
0.01% of portfolio
|
Q1 2025
Reduced 24.3%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
1,438
shares
|
$421,894
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
1,435
shares
|
$421,014
0.1% of portfolio
|
Q1 2025
Added 33.61%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,424
shares
|
$417,787
0.06% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
1,419
shares
|
$416,320
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,416
shares
|
$415,440
0.01% of portfolio
|
Q1 2025
Reduced 22.79%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
1,400
shares
|
$410,746
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
1,372
shares
|
$402,531
0.01% of portfolio
|
Q1 2025
Added 30.29%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,328
shares
|
$389,621
0.01% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,314
shares
|
$385,514
0.0% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,313
shares
|
$385,221
0.0% of portfolio
|
Q1 2025
Added 19.36%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
1,309
shares
|
$384,047
0.01% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
May 02, 2025 Q1 2025 |
1,303
shares
|
$382,287
0.14% of portfolio
|
Q1 2025
Added 29.27%
|