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 |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
1,299
shares
|
$381,113
0.0% of portfolio
|
Q1 2025
Reduced 47.62%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
1,296
shares
|
$380,233
0.0% of portfolio
|
Q1 2025
Reduced 39.69%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
1,294
shares
|
$379,646
0.05% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
1,282
shares
|
$376,125
0.01% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
1,281
shares
|
$375,832
0.03% of portfolio
|
Q1 2025
Added 67.45%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
1,256
shares
|
$368,497
0.08% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
1,225
shares
|
$359,402
0.01% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
1,223
shares
|
$358,815
0.04% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
1,208
shares
|
$354,415
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,193
shares
|
$350,014
0.0% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
1,180
shares
|
$346,200
0.03% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
1,175
shares
|
$344,733
0.07% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
1,170
shares
|
$343,266
0.03% of portfolio
|
Q1 2025
Reduced 13.01%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
1,168
shares
|
$342,679
0.02% of portfolio
|
Q1 2025
Added 25.73%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
1,138
shares
|
$333,877
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
1,113
shares
|
$326,543
0.01% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
1,098
shares
|
$322,142
0.03% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Teza Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,083
shares
|
$317,741
0.1% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
1,078
shares
|
$316,274
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
1,069
shares
|
$313,633
0.01% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,067
shares
|
$313,047
0.0% of portfolio
|
Q1 2025
Reduced 99.18%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,060
shares
|
$310,993
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
1,050
shares
|
$308,059
0.0% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
1,033
shares
|
$303,071
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Moody Aldrich Partners LLC
|
Apr 28, 2025 Q1 2025 |
1,013
shares
|
$297,204
0.05% of portfolio
|
Q1 2025
Reduced 59.43%
|