Institutional Ownership Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR). We have compiled data on the 621 institutions that hold shares in the stock, with a total of 32.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
152
shares
|
$31,042
0.01% of portfolio
|
Q1 2022
Added 102.67%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
149
shares
|
$30,430
0.0% of portfolio
|
Q4 2024
Added 25.21%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
147
shares
|
$30,021
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
139
shares
|
$28,387
0.0% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
138
shares
|
$28,183
0.0% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
133
shares
|
$27,162
0.02% of portfolio
|
Q4 2024
Reduced 18.9%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
133
shares
|
$27,162
0.0% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
129
shares
|
$26,345
0.0% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
122
shares
|
$24,916
0.0% of portfolio
|
Q4 2024
Added 23.23%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
117
shares
|
$23,894
0.02% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
111
shares
|
$22,669
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
110
shares
|
$22,465
0.01% of portfolio
|
Q3 2023
Reduced 5.17%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
107
shares
|
$21,852
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
97
shares
|
$19,810
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
94
shares
|
$19,197
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
93
shares
|
$18,993
0.01% of portfolio
|
Q4 2024
Reduced 14.68%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
91
shares
|
$18,584
0.0% of portfolio
|
Q4 2024
Added 46.77%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
85
shares
|
$17,359
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
84
shares
|
$17,155
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
84
shares
|
$17,155
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
79
shares
|
$16,134
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
75
shares
|
$15,317
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
69
shares
|
$14,091
0.0% of portfolio
|
Q3 2024
Reduced 58.93%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
57
shares
|
$11,641
0.01% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
55
shares
|
$11,232
0.0% of portfolio
|
Q2 2024
Added 37.5%
|