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 |
|---|---|---|---|---|---|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
801
shares
|
$237,488
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
800
shares
|
$237,192
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
797
shares
|
$236,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
797
shares
|
$236,302
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
789
shares
|
$233,930
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
787
shares
|
$233,337
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
776
shares
|
$230,076
0.03% of portfolio
|
Q3 2025
Reduced 27.61%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
763
shares
|
$226,221
0.0% of portfolio
|
Q3 2025
Added 69.93%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
760
shares
|
$225,332
0.01% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
758
shares
|
$224,739
0.04% of portfolio
|
Q3 2025
Reduced 13.47%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
757
shares
|
$224,442
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
755
shares
|
$223,849
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
747
shares
|
$221,478
0.0% of portfolio
|
Q2 2024
Added 10.67%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
747
shares
|
$221,478
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
746
shares
|
$221,181
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
744
shares
|
$220,588
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
715
shares
|
$211,990
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
709
shares
|
$210,211
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
706
shares
|
$209,321
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
701
shares
|
$207,839
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
700
shares
|
$207,543
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
699
shares
|
$207,246
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
695
shares
|
$206,060
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
695
shares
|
$206,060
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
693
shares
|
$205,467
0.03% of portfolio
|
Q3 2025
New holding
|
|