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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
601
shares
|
$178,190
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
599
shares
|
$177,597
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
593
shares
|
$175,818
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
577
shares
|
$171,074
0.0% of portfolio
|
Q3 2025
Reduced 26.03%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
554
shares
|
$164,255
0.03% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
539
shares
|
$159,808
0.0% of portfolio
|
Q3 2025
Added 42.97%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
519
shares
|
$153,878
0.0% of portfolio
|
Q3 2025
Reduced 33.8%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
497
shares
|
$147,355
0.0% of portfolio
|
Q3 2025
Added 304.07%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
495
shares
|
$146,762
0.02% of portfolio
|
Q3 2025
Reduced 76.61%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
467
shares
|
$138,460
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
453
shares
|
$134,309
0.0% of portfolio
|
Q3 2025
Reduced 45.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
448
shares
|
$132,827
0.0% of portfolio
|
Q3 2025
Added 114.35%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
444
shares
|
$131,641
0.01% of portfolio
|
Q2 2022
Reduced 14.29%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
413
shares
|
$122,450
0.01% of portfolio
|
Q3 2025
Reduced 61.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
406
shares
|
$120,374
0.0% of portfolio
|
Q3 2025
Added 78.85%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
403
shares
|
$119,485
0.0% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
367
shares
|
$108,811
0.0% of portfolio
|
Q3 2025
Added 191.27%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 13, 2025 Q3 2025 |
334
shares
|
$99,027
0.0% of portfolio
|
Q3 2025
Reduced 99.61%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
282
shares
|
$83,610
0.0% of portfolio
|
Q2 2025
Reduced 37.33%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
270
shares
|
$80,052
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
253
shares
|
$75,011
0.03% of portfolio
|
Q3 2025
Added 175.0%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
243
shares
|
$72,047
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
239
shares
|
$70,861
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
238
shares
|
$70,564
0.04% of portfolio
|
Q2 2025
Added 41.67%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
231
shares
|
$68,489
0.04% of portfolio
|
Q3 2025
Added 95.76%
|
|