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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
147
shares
|
$43,128
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
144
shares
|
$42,248
0.02% of portfolio
|
Q1 2025
Reduced 65.05%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
129
shares
|
$37,847
0.0% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
118
shares
|
$34,620
0.0% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
113
shares
|
$33,153
0.0% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
112
shares
|
$32,859
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
107
shares
|
$31,392
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
99
shares
|
$29,045
0.0% of portfolio
|
Q1 2025
Reduced 25.56%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
98
shares
|
$28,752
0.0% of portfolio
|
Q1 2025
Added 113.04%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
96
shares
|
$28,165
0.0% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
91
shares
|
$26,698
0.0% of portfolio
|
Q4 2024
Added 46.77%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
86
shares
|
$25,231
0.01% of portfolio
|
Q1 2025
Reduced 89.95%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
84
shares
|
$24,644
0.01% of portfolio
|
Q1 2025
Reduced 28.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
82
shares
|
$24,057
0.0% of portfolio
|
Q1 2025
Reduced 99.16%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
75
shares
|
$22,004
0.0% of portfolio
|
Q1 2025
Reduced 55.88%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
75
shares
|
$22,004
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
69
shares
|
$20,243
0.0% of portfolio
|
Q3 2024
Reduced 58.93%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
62
shares
|
$18,190
0.0% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
56
shares
|
$16,429
0.0% of portfolio
|
Q1 2025
Added 229.41%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
55
shares
|
$16,136
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
54
shares
|
$15,843
0.0% of portfolio
|
Q1 2025
Added 2600.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
53
shares
|
$15,549
0.0% of portfolio
|
Q1 2025
Reduced 44.21%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
51
shares
|
$14,962
0.01% of portfolio
|
Q4 2024
Reduced 43.96%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
49
shares
|
$14,376
0.0% of portfolio
|
Q3 2021
Added 40.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
45
shares
|
$13,202
0.0% of portfolio
|
Q3 2024
New holding
|