EVR — Evercore Inc Institutional Holders · Q3 2026
Who owns Evercore Inc (EVR)? 22 institutions reported holding $32.19M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Artemis Investment Management LLP ($24.9M), CX Institutional ($4.5M), Legacy Wealth Asset Management, LLC ($891,980).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Artemis Investment Management LLP | $24.9M | 96,584 | Trimmed |
| 2 | CX Institutional | $4.5M | 17,355 | Added |
| 3 | Legacy Wealth Asset Management, LLC | $891,980 | 3,464 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $518,650 | 2,014 | Added |
| 5 | GAMMA Investing LLC | $389,855 | 1,514 | Trimmed |
| 6 | Wedmont Private Capital | $335,844 | 1,259 | Added |
| 7 | Whalen Wealth Management Inc. | $232,780 | 904 | Trimmed |
| 8 | Central Pacific Bank - Trust Division | $208,575 | 810 | Added |
| 9 | Versant Capital Management, Inc | $143,170 | 556 | Trimmed |
| 10 | ATWOOD & PALMER INC | $52,015 | 202 | New |
| 11 | MassMutual Private Wealth & Trust, FSB | $44,548 | 173 | Trimmed |
| 12 | GK Wealth Management LLC | $10,640 | 41 | New |
| 13 | ELEVATION WEALTH PARTNERS, LLC | $9,013 | 35 | Trimmed |
| 14 | Marquette Asset Management, LLC | $6,180 | 24 | New |
| 15 | TOTH FINANCIAL ADVISORY CORP | $5,665 | 22 | Hold |
| 16 | AMERICAN NATIONAL BANK & TRUST | $4,120 | 16 | Trimmed |
| 17 | Wealth Enhancement Trust Services, Inc. | $1,545 | 6 | Trimmed |
| 18 | Monument Capital Management | $0 | 0 | Exited |
| 19 | RIVERSEDGE ADVISORS, LLC | $0 | 0 | Exited |
| 20 | CoreCap Advisors, LLC | $0 | 0 | Exited |
| 21 | ANB BANK | $0 | 0 | Exited |
| 22 | Planning Strategies Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30