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 |
|---|---|---|---|---|---|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
159
shares
|
$51,126
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
152
shares
|
$48,875
0.01% of portfolio
|
Q1 2022
Added 102.67%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
147
shares
|
$47,267
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
129
shares
|
$41,479
0.0% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
126
shares
|
$40,515
0.0% of portfolio
|
Q2 2025
Added 6200.0%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
124
shares
|
$39,872
0.01% of portfolio
|
Q2 2025
Added 121.43%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
123
shares
|
$39,550
0.0% of portfolio
|
Q2 2025
Reduced 69.1%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
120
shares
|
$38,586
0.01% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
120
shares
|
$38,586
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
118
shares
|
$37,942
0.02% of portfolio
|
Q2 2025
Added 131.37%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
118
shares
|
$37,942
0.0% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
115
shares
|
$36,978
0.0% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
113
shares
|
$36,335
0.01% of portfolio
|
Q2 2025
Added 352.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
112
shares
|
$36,013
0.0% of portfolio
|
Q2 2025
Reduced 39.13%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
111
shares
|
$35,692
0.0% of portfolio
|
Q2 2025
Added 21.98%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
107
shares
|
$34,405
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
104
shares
|
$33,441
0.0% of portfolio
|
Q2 2025
Reduced 77.24%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
99
shares
|
$31,833
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
96
shares
|
$30,868
0.0% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
92
shares
|
$29,582
0.01% of portfolio
|
Q2 2025
Added 360.0%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
86
shares
|
$27,653
0.02% of portfolio
|
Q1 2025
Reduced 89.95%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
84
shares
|
$27,010
0.01% of portfolio
|
Q1 2025
Reduced 28.21%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
75
shares
|
$24,116
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
69
shares
|
$22,186
0.0% of portfolio
|
Q3 2024
Reduced 58.93%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
67
shares
|
$21,543
0.02% of portfolio
|
Q2 2025
New holding
|