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 $7.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
1,000
shares
|
$241,800
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
999
shares
|
$241,558
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
995
shares
|
$240,591
0.01% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
985
shares
|
$238,173
0.01% of portfolio
|
Q4 2024
Reduced 11.34%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
974
shares
|
$235,513
0.04% of portfolio
|
Q4 2024
Reduced 93.41%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
972
shares
|
$235,029
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
970
shares
|
$234,546
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
963
shares
|
$232,853
0.0% of portfolio
|
Q4 2024
Added 8.32%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
962
shares
|
$232,611
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
959
shares
|
$231,886
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stevens Capital Management LP
Radnor, PA |
Feb 11, 2025 Q4 2024 |
956
shares
|
$231,160
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
956
shares
|
$231,160
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
945
shares
|
$228,501
0.05% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
940
shares
|
$227,292
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
929
shares
|
$224,632
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
922
shares
|
$222,939
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
920
shares
|
$222,456
0.01% of portfolio
|
Q4 2024
Reduced 9.8%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
919
shares
|
$222,214
0.02% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
908
shares
|
$219,554
0.03% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
904
shares
|
$218,587
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
904
shares
|
$218,587
0.0% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
898
shares
|
$217,136
0.01% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Ndvr, Inc.
Boston, MA |
Feb 14, 2025 Q4 2024 |
893
shares
|
$215,927
0.24% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Gateway Investment Advisers LLC
|
Jan 14, 2025 Q4 2024 |
881
shares
|
$213,025
0.0% of portfolio
|
Q3 2024
Reduced 39.78%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
879
shares
|
$212,542
0.01% of portfolio
|
Q4 2024
Reduced 11.21%
|