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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
222
shares
|
$65,820
0.0% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
215
shares
|
$63,745
0.0% of portfolio
|
Q3 2025
Added 22.16%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
199
shares
|
$59,001
0.0% of portfolio
|
Q3 2025
Reduced 16.03%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
196
shares
|
$58,112
0.01% of portfolio
|
Q3 2025
Reduced 70.57%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
196
shares
|
$58,112
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
196
shares
|
$58,112
0.0% of portfolio
|
Q2 2024
Added 3.7%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
185
shares
|
$54,850
0.0% of portfolio
|
Q3 2025
Added 65.18%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
180
shares
|
$53,368
0.05% of portfolio
|
Q4 2021
Reduced 10.0%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
175
shares
|
$51,885
0.02% of portfolio
|
Q2 2022
Reduced 41.67%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
171
shares
|
$50,699
0.0% of portfolio
|
Q3 2025
Reduced 35.47%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
170
shares
|
$50,403
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
169
shares
|
$50,106
0.0% of portfolio
|
Q3 2025
Reduced 58.58%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
161
shares
|
$47,734
0.0% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
160
shares
|
$47,438
0.0% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
156
shares
|
$46,252
0.0% of portfolio
|
Q3 2025
Added 40.54%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
147
shares
|
$43,584
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
142
shares
|
$42,101
0.0% of portfolio
|
Q3 2025
Reduced 37.17%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
140
shares
|
$41,508
0.01% of portfolio
|
Q3 2025
Added 12.9%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
137
shares
|
$40,619
0.01% of portfolio
|
Q3 2025
Reduced 9.87%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
136
shares
|
$40,322
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
129
shares
|
$38,247
0.0% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
120
shares
|
$35,578
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
110
shares
|
$32,613
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
107
shares
|
$31,724
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
106
shares
|
$31,427
0.01% of portfolio
|
Q3 2025
Reduced 11.67%
|
|