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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
62
shares
|
$19,936
0.0% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
61
shares
|
$19,614
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
60
shares
|
$19,293
0.0% of portfolio
|
Q2 2025
Reduced 82.86%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
60
shares
|
$19,293
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
55
shares
|
$17,685
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
51
shares
|
$16,399
0.0% of portfolio
|
Q2 2025
Added 15.91%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
50
shares
|
$16,077
0.0% of portfolio
|
Q2 2025
Reduced 97.3%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
49
shares
|
$15,755
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
49
shares
|
$15,755
0.0% of portfolio
|
Q3 2021
Added 40.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
45
shares
|
$14,469
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
41
shares
|
$13,183
0.0% of portfolio
|
Q2 2025
Added 24.24%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
40
shares
|
$12,862
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
38
shares
|
$12,218
0.0% of portfolio
|
Q2 2025
Reduced 29.63%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
38
shares
|
$12,218
0.01% of portfolio
|
Q2 2025
Added 660.0%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
38
shares
|
$12,218
0.0% of portfolio
|
Q2 2025
Reduced 28.3%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
33
shares
|
$10,611
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
32
shares
|
$10,289
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
32
shares
|
$10,289
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
32
shares
|
$10,289
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
31
shares
|
$9,968
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
29
shares
|
$9,324
0.0% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
29
shares
|
$9,324
0.0% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
26
shares
|
$8,360
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
25
shares
|
$8,038
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
25
shares
|
$8,038
0.0% of portfolio
|
Q2 2025
New holding
|