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 |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
811
shares
|
$260,777
0.02% of portfolio
|
Q2 2025
Reduced 82.67%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
808
shares
|
$259,812
0.01% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
804
shares
|
$258,526
0.0% of portfolio
|
Q2 2025
Reduced 24.65%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
800
shares
|
$257,240
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
800
shares
|
$257,240
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
797
shares
|
$256,275
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
796
shares
|
$255,953
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
796
shares
|
$255,953
0.0% of portfolio
|
Q2 2025
Reduced 97.74%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Aug 08, 2025 Q2 2025 |
791
shares
|
$254,346
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
789
shares
|
$253,702
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
784
shares
|
$252,095
0.0% of portfolio
|
Q2 2025
Reduced 99.13%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
780
shares
|
$250,809
0.01% of portfolio
|
Q2 2025
Reduced 70.94%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
767
shares
|
$246,628
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
758
shares
|
$243,734
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
758
shares
|
$243,734
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
747
shares
|
$240,197
0.0% of portfolio
|
Q2 2024
Added 10.67%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
742
shares
|
$238,590
0.04% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
711
shares
|
$228,622
0.02% of portfolio
|
Q2 2025
Reduced 91.57%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
710
shares
|
$228,300
0.02% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
699
shares
|
$224,763
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
666
shares
|
$214,152
0.02% of portfolio
|
Q2 2025
Added 33.73%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
640
shares
|
$205,792
0.01% of portfolio
|
Q3 2022
Reduced 3.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
618
shares
|
$198,717
0.0% of portfolio
|
Q4 2017
Reduced 96.6%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Aug 14, 2025 Q2 2025 |
600
shares
|
$192,930
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
539
shares
|
$173,315
0.02% of portfolio
|
Q2 2025
Added 63.33%
|