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 |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
23
shares
|
$7,395
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
22
shares
|
$7,074
0.0% of portfolio
|
Q4 2024
Reduced 64.52%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
21
shares
|
$6,752
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
18
shares
|
$5,787
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
17
shares
|
$5,466
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
14
shares
|
$4,501
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
14
shares
|
$4,501
0.0% of portfolio
|
Q4 2023
Reduced 30.0%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
12
shares
|
$3,858
0.0% of portfolio
|
Q2 2025
Reduced 52.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
11
shares
|
$3,537
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
10
shares
|
$3,215
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
10
shares
|
$3,215
0.0% of portfolio
|
Q2 2025
Reduced 64.29%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
10
shares
|
$3,215
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
10
shares
|
$3,215
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
9
shares
|
$2,893
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
9
shares
|
$2,893
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
8
shares
|
$2,572
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
8
shares
|
$2,572
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
8
shares
|
$2,572
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
7
shares
|
$2,250
0.0% of portfolio
|
Q1 2025
Added 600.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
7
shares
|
$2,250
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
7
shares
|
$2,250
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
7
shares
|
$2,250
0.0% of portfolio
|
Q2 2025
Added 250.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
7
shares
|
$2,250
0.0% of portfolio
|
Q2 2025
Added 600.0%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
6
shares
|
$1,929
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
6
shares
|
$1,929
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|