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 |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,713
shares
|
$804,377
0.04% of portfolio
|
Q4 2023
Reduced 2.23%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
2,686
shares
|
$796,372
0.0% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
2,659
shares
|
$788,366
0.02% of portfolio
|
Q3 2025
Reduced 48.12%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
2,643
shares
|
$783,623
0.06% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
2,633
shares
|
$780,658
0.01% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
2,600
shares
|
$770,874
0.07% of portfolio
|
Q3 2025
Reduced 10.59%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
2,507
shares
|
$743,300
0.01% of portfolio
|
Q3 2025
Reduced 8.03%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,412
shares
|
$715,133
0.01% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
2,263
shares
|
$670,956
0.01% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
2,185
shares
|
$647,830
0.0% of portfolio
|
Q2 2023
Added 8.49%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
2,146
shares
|
$636,267
0.0% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
2,128
shares
|
$630,930
0.09% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
2,111
shares
|
$625,890
0.01% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
2,101
shares
|
$622,925
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
2,083
shares
|
$617,588
0.0% of portfolio
|
Q3 2025
Added 53.05%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
2,080
shares
|
$616,699
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
2,079
shares
|
$616,402
0.0% of portfolio
|
Q3 2025
Reduced 18.5%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
2,076
shares
|
$615,513
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Pier Capital, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
2,071
shares
|
$614,030
0.12% of portfolio
|
Q3 2025
Reduced 43.8%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
2,070
shares
|
$613,734
0.03% of portfolio
|
Q3 2025
Added 32.69%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
2,038
shares
|
$604,246
0.06% of portfolio
|
Q3 2025
Reduced 15.54%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
2,036
shares
|
$603,653
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
2,032
shares
|
$602,467
0.02% of portfolio
|
Q3 2025
Reduced 8.76%
|
|
|
Pdt Partners, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,000
shares
|
$592,980
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
1,992
shares
|
$590,608
0.01% of portfolio
|
Q3 2025
Reduced 24.0%
|
|