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 |
|---|---|---|---|---|---|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
931
shares
|
$276,032
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
931
shares
|
$276,032
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
929
shares
|
$275,439
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
927
shares
|
$274,846
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
926
shares
|
$274,549
0.0% of portfolio
|
Q3 2025
Reduced 40.37%
|
|
|
Dundas Partners LLP
Edinburgh, X0 |
Nov 13, 2025 Q3 2025 |
917
shares
|
$271,881
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
914
shares
|
$270,991
0.0% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
909
shares
|
$269,509
0.03% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
907
shares
|
$268,916
0.0% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
903
shares
|
$267,730
0.01% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
899
shares
|
$266,544
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
897
shares
|
$265,951
0.01% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
897
shares
|
$265,951
0.0% of portfolio
|
Q3 2025
Reduced 9.58%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
893
shares
|
$264,765
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
880
shares
|
$260,911
0.01% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
880
shares
|
$260,911
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
872
shares
|
$258,539
0.0% of portfolio
|
Q3 2025
Added 9.55%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Oct 30, 2025 Q3 2025 |
867
shares
|
$257,056
0.44% of portfolio
|
Q3 2025
Added 9.61%
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
850
shares
|
$252,016
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
842
shares
|
$249,644
0.0% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
826
shares
|
$244,900
0.01% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
825
shares
|
$244,604
0.07% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 12, 2025 Q3 2025 |
822
shares
|
$243,714
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
807
shares
|
$239,267
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
806
shares
|
$238,970
0.04% of portfolio
|
Q3 2025
Added 1.26%
|
|