13 institutions reported holding $15.5M of EVERCORE INC CLASS A (EVR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sarasin & Partners LLP ($8.5M), CX Institutional ($4.0M), Dynamic Advisor Solutions LLC ($995,298), HARBOR INVESTMENT ADVISORY, LLC ($600,934), GAMMA Investing LLC ($545,280). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sarasin & Partners LLP | $8.5M | 25,000 | Hold |
| 2 | CX Institutional | $4.0M | 11,612 | Added |
| 3 | Dynamic Advisor Solutions LLC | $995,298 | 2,915 | Trimmed |
| 4 | HARBOR INVESTMENT ADVISORY, LLC | $600,934 | 1,760 | Added |
| 5 | GAMMA Investing LLC | $545,280 | 1,597 | Added |
| 6 | Versant Capital Management, Inc | $303,540 | 889 | Added |
| 7 | TRUST POINT INC. | $221,255 | 648 | New |
| 8 | Central Pacific Bank - Trust Division | $194,621 | 570 | Hold |
| 9 | MassMutual Private Wealth & Trust, FSB | $79,897 | 234 | Trimmed |
| 10 | Cedar Mountain Advisors, LLC | $56,338 | 165 | Hold |
| 11 | ELEVATION WEALTH PARTNERS, LLC | $17,072 | 50 | Added |
| 12 | CoreCap Advisors, LLC | $683 | 2 | Trimmed |
| 13 | PRIVATE CLIENT SERVICES, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30