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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
980
shares
|
$315,119
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
979
shares
|
$314,797
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
976
shares
|
$313,832
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
975
shares
|
$313,511
0.01% of portfolio
|
Q2 2025
Reduced 35.94%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
951
shares
|
$305,794
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
942
shares
|
$302,900
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
927
shares
|
$298,076
0.09% of portfolio
|
Q2 2025
Added 92600.0%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
926
shares
|
$297,755
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
920
shares
|
$295,826
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
908
shares
|
$291,967
0.02% of portfolio
|
Q2 2025
Added 27.71%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
898
shares
|
$288,751
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
895
shares
|
$287,787
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
892
shares
|
$286,822
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
880
shares
|
$282,964
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
880
shares
|
$282,964
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
876
shares
|
$281,677
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
862
shares
|
$277,176
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
860
shares
|
$276,533
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Investment House LLC
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
850
shares
|
$273,317
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
847
shares
|
$272,352
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
833
shares
|
$267,851
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
833
shares
|
$267,851
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
Aug 11, 2025 Q2 2025 |
827
shares
|
$265,921
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ausbil Investment Management LTD
Sydney, C3 |
Jul 16, 2025 Q2 2025 |
824
shares
|
$264,957
0.13% of portfolio
|
Q1 2025
Reduced 80.71%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
824
shares
|
$264,957
0.01% of portfolio
|
Q2 2025
Reduced 4.85%
|