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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
44
shares
|
$12,909
0.0% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
43
shares
|
$12,615
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
40
shares
|
$11,735
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
34
shares
|
$9,975
0.0% of portfolio
|
Q4 2024
Reduced 17.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
33
shares
|
$9,681
0.0% of portfolio
|
Q2 2024
Reduced 13.16%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
33
shares
|
$9,681
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
32
shares
|
$9,388
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
32
shares
|
$9,388
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
32
shares
|
$9,388
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
31
shares
|
$9,095
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
30
shares
|
$8,801
0.0% of portfolio
|
Q1 2025
Reduced 82.04%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
29
shares
|
$8,508
0.0% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
28
shares
|
$8,214
0.01% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
26
shares
|
$7,628
0.0% of portfolio
|
Q1 2025
Added 62.5%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
25
shares
|
$7,334
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
25
shares
|
$7,334
0.0% of portfolio
|
Q1 2025
Added 108.33%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
24
shares
|
$7,041
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
23
shares
|
$6,747
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
22
shares
|
$6,454
0.0% of portfolio
|
Q4 2024
Reduced 64.52%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
21
shares
|
$6,161
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
20
shares
|
$5,867
0.0% of portfolio
|
Q1 2025
Reduced 86.93%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
17
shares
|
$4,987
0.0% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
14
shares
|
$4,107
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
14
shares
|
$4,107
0.0% of portfolio
|
Q4 2023
Reduced 30.0%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
10
shares
|
$2,933
0.0% of portfolio
|
Q2 2024
New holding
|