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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
467
shares
|
$150,163
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
449
shares
|
$144,375
0.0% of portfolio
|
Q2 2025
Added 84.77%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
444
shares
|
$142,768
0.01% of portfolio
|
Q2 2022
Reduced 14.29%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
408
shares
|
$131,192
0.0% of portfolio
|
Q2 2025
Added 101.98%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
398
shares
|
$127,976
0.0% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
377
shares
|
$121,224
0.0% of portfolio
|
Q1 2025
Added 20.83%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
282
shares
|
$90,677
0.0% of portfolio
|
Q2 2025
Reduced 37.33%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
270
shares
|
$86,818
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
243
shares
|
$78,136
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
238
shares
|
$76,528
0.04% of portfolio
|
Q2 2025
Added 41.67%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
237
shares
|
$76,207
0.0% of portfolio
|
Q2 2025
Reduced 32.09%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
231
shares
|
$74,278
0.01% of portfolio
|
Q2 2025
Added 670.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
227
shares
|
$72,991
0.0% of portfolio
|
Q2 2025
Reduced 60.79%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
226
shares
|
$72,670
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
220
shares
|
$70,741
0.0% of portfolio
|
Q1 2025
Reduced 96.98%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
215
shares
|
$69,133
0.0% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
209
shares
|
$67,203
0.0% of portfolio
|
Q2 2025
Added 154.88%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
204
shares
|
$65,596
0.0% of portfolio
|
Q2 2025
Reduced 88.99%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
196
shares
|
$63,023
0.0% of portfolio
|
Q2 2024
Added 3.7%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
189
shares
|
$60,772
0.0% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
180
shares
|
$57,879
0.04% of portfolio
|
Q4 2021
Reduced 10.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
176
shares
|
$56,592
0.0% of portfolio
|
Q2 2025
Added 77.78%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
175
shares
|
$56,271
0.02% of portfolio
|
Q2 2022
Reduced 41.67%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
170
shares
|
$54,663
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
166
shares
|
$53,377
0.0% of portfolio
|
Q2 2025
Reduced 17.82%
|