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 |
|---|---|---|---|---|---|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
995
shares
|
$291,923
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
895
shares
|
$262,584
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
866
shares
|
$254,075
0.01% of portfolio
|
Q1 2025
Added 418.56%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
860
shares
|
$252,315
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ausbil Investment Management LTD
Sydney, C3 |
Apr 22, 2025 Q1 2025 |
824
shares
|
$241,753
0.1% of portfolio
|
Q1 2025
Reduced 80.71%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
801
shares
|
$235,005
0.01% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
797
shares
|
$233,831
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
754
shares
|
$221,216
0.01% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
747
shares
|
$219,162
0.0% of portfolio
|
Q2 2024
Added 10.67%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
742
shares
|
$217,695
0.03% of portfolio
|
Q1 2025
Added 46.93%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
710
shares
|
$208,306
0.02% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
699
shares
|
$205,079
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
640
shares
|
$187,769
0.01% of portfolio
|
Q3 2022
Reduced 3.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
618
shares
|
$181,315
0.0% of portfolio
|
Q4 2017
Reduced 96.6%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
615
shares
|
$180,434
0.06% of portfolio
|
Q1 2025
Added 139.3%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
539
shares
|
$158,137
0.02% of portfolio
|
Q2 2025
Added 63.33%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
531
shares
|
$155,790
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
498
shares
|
$146,108
0.01% of portfolio
|
Q1 2025
Added 115.58%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
467
shares
|
$137,013
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
457
shares
|
$134,079
0.0% of portfolio
|
Q1 2025
Reduced 10.74%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
450
shares
|
$132,025
0.0% of portfolio
|
Q1 2025
Added 43.77%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
444
shares
|
$130,265
0.01% of portfolio
|
Q2 2022
Reduced 14.29%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
419
shares
|
$122,930
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
398
shares
|
$116,769
0.0% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
398
shares
|
$116,769
0.0% of portfolio
|
Q4 2024
Added 17.06%
|