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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
34
shares
|
$10,080
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
33
shares
|
$9,784
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
32
shares
|
$9,487
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
32
shares
|
$9,487
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
31
shares
|
$9,191
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
31
shares
|
$9,191
0.0% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
29
shares
|
$8,598
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
29
shares
|
$8,598
0.0% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
28
shares
|
$8,301
0.0% of portfolio
|
Q3 2025
Added 1300.0%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
26
shares
|
$7,708
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
25
shares
|
$7,412
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
23
shares
|
$6,819
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
22
shares
|
$6,522
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
22
shares
|
$6,522
0.0% of portfolio
|
Q4 2024
Reduced 64.52%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
22
shares
|
$6,522
0.0% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
21
shares
|
$6,226
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
21
shares
|
$6,226
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
19
shares
|
$5,633
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
17
shares
|
$5,040
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
15
shares
|
$4,447
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
14
shares
|
$4,150
0.0% of portfolio
|
Q4 2023
Reduced 30.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
14
shares
|
$4,150
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
13
shares
|
$3,854
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
13
shares
|
$3,854
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
12
shares
|
$3,557
0.0% of portfolio
|
Q2 2025
Reduced 52.0%
|
|