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 |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
105
shares
|
$31,131
0.01% of portfolio
|
Q3 2025
Added 2000.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
101
shares
|
$29,945
0.0% of portfolio
|
Q3 2025
Reduced 14.41%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
86
shares
|
$25,498
0.02% of portfolio
|
Q1 2025
Reduced 89.95%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
85
shares
|
$25,201
0.01% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
84
shares
|
$24,905
0.01% of portfolio
|
Q3 2025
Reduced 63.64%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
81
shares
|
$24,015
0.0% of portfolio
|
Q3 2025
Reduced 29.57%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
79
shares
|
$23,422
0.02% of portfolio
|
Q3 2025
Added 146.88%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
75
shares
|
$22,236
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
69
shares
|
$20,457
0.0% of portfolio
|
Q3 2024
Reduced 58.93%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
68
shares
|
$20,161
0.01% of portfolio
|
Q3 2025
Reduced 39.82%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
67
shares
|
$19,864
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
62
shares
|
$18,382
0.01% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
62
shares
|
$18,382
0.0% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
60
shares
|
$17,789
0.0% of portfolio
|
Q3 2025
Reduced 95.52%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
59
shares
|
$17,492
0.11% of portfolio
|
Q2 2025
Added 637.5%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
58
shares
|
$17,196
0.0% of portfolio
|
Q3 2025
Added 13.73%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
55
shares
|
$16,306
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
50
shares
|
$14,824
0.0% of portfolio
|
Q2 2025
Reduced 97.3%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
49
shares
|
$14,528
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
49
shares
|
$14,528
0.0% of portfolio
|
Q3 2021
Added 40.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
45
shares
|
$13,342
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
42
shares
|
$12,452
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
41
shares
|
$12,156
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
41
shares
|
$12,156
0.0% of portfolio
|
Q2 2025
Added 24.24%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
40
shares
|
$11,859
0.0% of portfolio
|
Q4 2024
New holding
|
|