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 |
|---|---|---|---|---|---|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,557
shares
|
$461,634
0.15% of portfolio
|
Q2 2024
Reduced 34.3%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
1,493
shares
|
$442,659
0.0% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
1,481
shares
|
$439,101
0.19% of portfolio
|
Q3 2023
Reduced 57.1%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,470
shares
|
$435,840
0.01% of portfolio
|
Q1 2024
Added 0.89%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
1,459
shares
|
$432,578
0.01% of portfolio
|
Q3 2025
Added 10.28%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
1,459
shares
|
$432,578
0.02% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
1,457
shares
|
$431,985
0.02% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
Nov 12, 2025 Q3 2025 |
1,451
shares
|
$430,206
0.33% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
1,448
shares
|
$429,317
0.01% of portfolio
|
Q3 2025
Added 28.6%
|
|
|
Aviva PLC
|
Nov 13, 2025 Q3 2025 |
1,443
shares
|
$427,835
0.0% of portfolio
|
Q3 2025
Reduced 26.3%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,442
shares
|
$427,538
0.0% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,424
shares
|
$422,201
0.06% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Nov 04, 2025 Q3 2025 |
1,416
shares
|
$419,829
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
1,400
shares
|
$415,086
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
1,397
shares
|
$414,196
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
1,368
shares
|
$405,598
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,344
shares
|
$398,482
0.0% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
1,335
shares
|
$395,814
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
1,334
shares
|
$395,517
0.13% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1,329
shares
|
$394,035
0.01% of portfolio
|
Q3 2025
Reduced 58.92%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
1,326
shares
|
$393,145
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,317
shares
|
$390,477
0.01% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
First Bank & Trust
|
Oct 10, 2025 Q3 2025 |
1,312
shares
|
$388,994
0.08% of portfolio
|
Q3 2025
Reduced 15.3%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
1,280
shares
|
$379,507
0.12% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
1,276
shares
|
$378,321
0.01% of portfolio
|
Q3 2025
Added 25.34%
|
|