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 |
---|---|---|---|---|---|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
377
shares
|
$110,608
0.0% of portfolio
|
Q1 2025
Added 20.83%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
350
shares
|
$102,686
0.0% of portfolio
|
Q1 2025
Reduced 69.51%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
349
shares
|
$102,393
0.0% of portfolio
|
Q1 2025
Added 46.64%
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
315
shares
|
$92,417
0.01% of portfolio
|
Q1 2025
New holding
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
296
shares
|
$86,843
0.0% of portfolio
|
Q1 2025
New holding
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
277
shares
|
$81,269
0.0% of portfolio
|
Q1 2025
Reduced 67.87%
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
270
shares
|
$79,215
0.0% of portfolio
|
Q1 2025
New holding
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
243
shares
|
$71,293
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
243
shares
|
$71,293
0.0% of portfolio
|
Q1 2025
Added 8.97%
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
236
shares
|
$69,240
0.0% of portfolio
|
Q1 2025
Added 151.06%
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
234
shares
|
$68,653
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
227
shares
|
$66,599
0.0% of portfolio
|
Q2 2025
Reduced 60.79%
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
220
shares
|
$64,545
0.0% of portfolio
|
Q1 2025
Reduced 96.98%
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
210
shares
|
$61,611
0.0% of portfolio
|
Q1 2025
Added 62.79%
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
202
shares
|
$59,264
0.0% of portfolio
|
Q1 2025
Added 45.32%
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
202
shares
|
$59,264
0.0% of portfolio
|
Q1 2025
Added 12.85%
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
196
shares
|
$57,504
0.0% of portfolio
|
Q2 2024
Added 3.7%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
184
shares
|
$53,983
0.0% of portfolio
|
Q1 2025
Reduced 12.8%
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
180
shares
|
$52,810
0.04% of portfolio
|
Q4 2021
Reduced 10.0%
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
175
shares
|
$51,343
0.01% of portfolio
|
Q2 2022
Reduced 41.67%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
173
shares
|
$50,756
0.0% of portfolio
|
Q1 2025
Added 765.0%
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
170
shares
|
$49,876
0.01% of portfolio
|
Q3 2020
New holding
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
168
shares
|
$49,289
0.02% of portfolio
|
Q1 2025
Added 26.32%
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
167
shares
|
$48,996
0.02% of portfolio
|
Q4 2024
New holding
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
152
shares
|
$44,595
0.01% of portfolio
|
Q1 2022
Added 102.67%
|