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 |
|---|---|---|---|---|---|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
3,629
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Added 53.38%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Nov 05, 2025 Q3 2025 |
3,593
shares
|
$1.07 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
Nov 10, 2025 Q3 2025 |
3,572
shares
|
$1.06 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
3,554
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,484
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
3,448
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,414
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
3,369
shares
|
$998,874
0.0% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Bnp Paribas
New York, NY |
Nov 14, 2025 Q3 2025 |
3,335
shares
|
$988,794
0.03% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
3,264
shares
|
$967,743
0.0% of portfolio
|
Q3 2025
Reduced 10.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
3,258
shares
|
$965,964
0.0% of portfolio
|
Q3 2025
Added 34.8%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
3,247
shares
|
$962,703
0.03% of portfolio
|
Q3 2025
Reduced 19.25%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Nov 04, 2025 Q3 2025 |
3,246
shares
|
$962,406
0.67% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Hgk Asset Management Inc
|
Oct 30, 2025 Q3 2025 |
3,164
shares
|
$938,094
0.17% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
3,125
shares
|
$926,531
0.01% of portfolio
|
Q3 2025
Added 118.68%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
3,119
shares
|
$924,752
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,106
shares
|
$920,897
0.06% of portfolio
|
Q4 2022
Added 0.19%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
3,063
shares
|
$908,148
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
3,017
shares
|
$894,510
0.01% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Swedbank Ab
Stockholm, V7 |
Oct 15, 2025 Q3 2025 |
3,000
shares
|
$889,470
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
Nov 14, 2025 Q3 2025 |
3,000
shares
|
$889,470
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2025 Q3 2025 |
2,910
shares
|
$862,785
0.01% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
2,898
shares
|
$859,228
0.08% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
2,891
shares
|
$857,152
0.03% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
2,811
shares
|
$833,433
0.41% of portfolio
|
Q3 2025
Reduced 5.45%
|
|