Institutional Ownership Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR). We have compiled data on the 684 institutions that hold shares in the stock, with a total of 34.4 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
6,586
shares
|
$1.95 Million
0.09% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
6,502
shares
|
$1.93 Million
0.07% of portfolio
|
Q3 2025
Reduced 16.9%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
6,468
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
6,450
shares
|
$1.91 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 10, 2025 Q3 2025 |
6,408
shares
|
$1.9 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,350
shares
|
$1.88 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
6,180
shares
|
$1.83 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
5,944
shares
|
$1.76 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Legato Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
5,871
shares
|
$1.74 Million
0.23% of portfolio
|
Q3 2025
Reduced 9.02%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,868
shares
|
$1.74 Million
0.03% of portfolio
|
Q3 2025
Added 80.17%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,817
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2023
Reduced 16.83%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
5,759
shares
|
$1.71 Million
0.03% of portfolio
|
Q3 2025
Reduced 47.45%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
5,668
shares
|
$1.68 Million
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
5,657
shares
|
$1.68 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
5,603
shares
|
$1.66 Million
0.52% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
5,535
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
5,529
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2025
Added 5659.38%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
5,354
shares
|
$1.59 Million
1.2% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
5,131
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2025
Added 63.15%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
5,100
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Qsv Equity Investors LLC
Naperville, IL |
Nov 14, 2025 Q3 2025 |
5,094
shares
|
$1.51 Million
1.76% of portfolio
|
Q3 2025
Reduced 35.12%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
4,974
shares
|
$1.47 Million
0.85% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
4,865
shares
|
$1.44 Million
0.03% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,813
shares
|
$1.43 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
4,798
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2025
Reduced 89.92%
|
|