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 |
|---|---|---|---|---|---|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,268
shares
|
$375,949
0.01% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,265
shares
|
$375,059
0.01% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,260
shares
|
$373,577
0.0% of portfolio
|
Q3 2025
Added 56.72%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
1,254
shares
|
$371,798
0.06% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
1,249
shares
|
$370,316
0.02% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
1,234
shares
|
$365,868
0.09% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
1,215
shares
|
$360,235
0.02% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Nov 13, 2025 Q3 2025 |
1,212
shares
|
$359,345
0.07% of portfolio
|
Q3 2025
Reduced 91.46%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
1,193
shares
|
$353,712
0.02% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
1,193
shares
|
$353,712
0.0% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
1,160
shares
|
$343,928
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
1,158
shares
|
$343,335
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
1,146
shares
|
$339,777
0.02% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
1,146
shares
|
$339,777
0.07% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
1,143
shares
|
$338,888
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
1,143
shares
|
$338,888
0.05% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
1,131
shares
|
$335,330
0.0% of portfolio
|
Q3 2025
Reduced 10.1%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
1,130
shares
|
$335,033
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,129
shares
|
$334,737
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
1,125
shares
|
$333,551
0.02% of portfolio
|
Q3 2025
Reduced 20.66%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
1,125
shares
|
$333,551
0.04% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
1,115
shares
|
$330,586
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
1,108
shares
|
$328,510
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
1,108
shares
|
$328,510
0.01% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
1,103
shares
|
$327,028
0.0% of portfolio
|
Q3 2025
Reduced 82.99%
|
|