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 |
|---|---|---|---|---|---|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
1,086
shares
|
$321,988
0.0% of portfolio
|
Q3 2025
Reduced 36.3%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
1,081
shares
|
$320,505
0.01% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
1,058
shares
|
$313,686
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
1,050
shares
|
$311,314
0.0% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
1,050
shares
|
$311,314
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,049
shares
|
$311,018
0.02% of portfolio
|
Q3 2025
Added 15.53%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
1,047
shares
|
$310,425
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
1,041
shares
|
$308,646
0.01% of portfolio
|
Q3 2025
Added 15.92%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,039
shares
|
$308,053
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
1,027
shares
|
$304,495
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
1,023
shares
|
$303,309
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Nov 05, 2025 Q3 2025 |
1,019
shares
|
$302,123
0.03% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
1,017
shares
|
$301,530
0.01% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
1,000
shares
|
$296,490
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
1,000
shares
|
$296,490
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
1,000
shares
|
$296,490
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Moody Aldrich Partners LLC
|
Oct 20, 2025 Q3 2025 |
989
shares
|
$293,228
0.07% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
988
shares
|
$292,932
0.03% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
985
shares
|
$292,042
0.0% of portfolio
|
Q2 2025
Reduced 38.48%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
975
shares
|
$289,077
0.02% of portfolio
|
Q3 2025
Added 27.12%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
973
shares
|
$288,484
0.0% of portfolio
|
Q3 2025
Reduced 62.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
972
shares
|
$288,188
0.02% of portfolio
|
Q3 2025
Added 13785.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
962
shares
|
$285,223
0.0% of portfolio
|
Q3 2025
Added 1503.33%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
951
shares
|
$281,961
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
947
shares
|
$280,776
0.01% of portfolio
|
Q3 2025
Added 2.93%
|
|