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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
689
shares
|
$204,281
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
681
shares
|
$201,909
0.08% of portfolio
|
Q3 2025
Reduced 19.6%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
677
shares
|
$200,723
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Denali Advisors LLC
|
Nov 07, 2025 Q3 2025 |
675
shares
|
$200,130
0.03% of portfolio
|
Q3 2025
Reduced 49.29%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
672
shares
|
$199,241
0.01% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
670
shares
|
$198,648
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
669
shares
|
$198,351
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
668
shares
|
$198,055
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
667
shares
|
$197,758
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
663
shares
|
$196,572
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
659
shares
|
$195,386
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
646
shares
|
$191,532
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
644
shares
|
$190,939
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
641
shares
|
$190,050
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
640
shares
|
$189,753
0.01% of portfolio
|
Q3 2022
Reduced 3.03%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
637
shares
|
$188,864
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
636
shares
|
$188,567
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
629
shares
|
$186,492
0.01% of portfolio
|
Q3 2025
Reduced 73.88%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
622
shares
|
$184,416
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
618
shares
|
$183,230
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
618
shares
|
$183,230
0.0% of portfolio
|
Q4 2017
Reduced 96.6%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
613
shares
|
$181,748
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
610
shares
|
$180,858
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
610
shares
|
$180,858
0.02% of portfolio
|
Q3 2025
Reduced 14.08%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
603
shares
|
$178,783
0.08% of portfolio
|
Q3 2025
New holding
|
|