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Evercore Inc.

EVR
Exchange
NYSE
Industry
Investment Advice
SEC CIK
0001360901

No open-market purchases or sales by Evercore Inc. insiders were filed in the last 90 days; 714 institutions reported holding it in 13F filings for Q2 2026, worth $12.2B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Evercore Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
411
No complete 13F data for Q4 2020
Shares held
37.5M
No complete 13F data for Q4 2020
Total value
$4.93B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting EVR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 411 institutions
Q1 2021: 411 institutionsQ2 2021: 429 institutionsQ3 2021: 426 institutionsQ4 2021: 439 institutionsQ1 2022: 406 institutionsQ2 2022: 382 institutionsQ3 2022: 369 institutionsQ4 2022: 395 institutionsQ1 2023: 421 institutionsQ2 2023: 400 institutionsQ3 2023: 398 institutionsQ4 2023: 437 institutionsQ1 2024: 474 institutionsQ2 2024: 471 institutionsQ3 2024: 514 institutionsQ4 2024: 584 institutionsQ1 2025: 551 institutionsQ2 2025: 566 institutionsQ3 2025: 629 institutionsQ4 2025: 636 institutionsQ1 2026: 657 institutionsQ2 2026: 714 institutions
Value heldQ1 2021: $4.93B
Q1 2021: $4.93BQ2 2021: $5.03BQ3 2021: $4.64BQ4 2021: $4.67BQ1 2022: $3.78BQ2 2022: $2.98BQ3 2022: $2.66BQ4 2022: $3.58BQ1 2023: $3.75BQ2 2023: $4.14BQ3 2023: $4.59BQ4 2023: $5.70BQ1 2024: $6.47BQ2 2024: $7.04BQ3 2024: $8.41BQ4 2024: $9.23BQ1 2025: $6.87BQ2 2025: $9.65BQ3 2025: $11.7BQ4 2025: $11.9BQ1 2026: $10.5BQ2 2026: $12.2B
Institutions holding EVR and their total value by quarter
QuarterHoldersValue
Q2 2026714$12.2B
Q1 2026657$10.5B
Q4 2025636$11.9B
Q3 2025629$11.7B
Q2 2025566$9.65B
Q1 2025551$6.87B
Q4 2024584$9.23B
Q3 2024514$8.41B
Q2 2024471$7.04B
Q1 2024474$6.47B
Q4 2023437$5.70B
Q3 2023398$4.59B
Q2 2023400$4.14B
Q1 2023421$3.75B
Q4 2022395$3.58B
Q3 2022369$2.66B
Q2 2022382$2.98B
Q1 2022406$3.78B
Q4 2021439$4.67B
Q3 2021426$4.64B
Q2 2021429$5.03B
Q1 2021411$4.93B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Evercore Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding EVR in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
CWM, LLC3$00.00%––
Glassman Wealth Services3$00.00%––
Prestige Wealth Management Group LLC3$00.00%––
Sofos Investments, Inc.0$410.00%––
Ellevest, Inc.4$1.00K0.00%––
Aua Capital Management, LLC9$1.00K0.00%––
CVA Family Office, LLC5$1.00K0.00%––
TD Private Client Wealth LLC11$1.45K0.00%––
Huntington National Bank16$2.00K0.00%––
Allworth Financial LP14$2.00K0.00%––
Front Row Advisors LLC17$2.00K0.00%––
Truvestments Capital LLC18$2.00K0.00%––
Dorsey Wright & Associates17,587$2.32K0.03%––
Assetmark, Inc23$3.00K0.00%––
Carmichael Hill & Associates, Inc.19$3.00K0.00%––
Valeo Financial Advisors, LLC29$4.00K0.00%––
Geneos Wealth Management Inc.29$4.00K0.00%––
Bellevue Asset Management, LLC30$4.00K0.00%––
Meridian Wealth Partners, LLC36$5.00K0.00%––
Arkadios Wealth Advisors38$5.00K0.00%––
Alpha DNA Investment Management LLC43$5.00K0.01%––
Global Financial Private Client, LLC44$5.98K0.00%––
Tradewinds Capital Management, LLC55$7.00K0.00%––
Lindbrook Capital, LLC56$7.00K0.00%––
Plante Moran Financial Advisors, LLC71$9.00K0.00%––
First Bank & Trust71$9.00K0.00%––
Heritage Wealth Management, LLC67$9.00K0.01%––
Salem Investment Counselors Inc75$10.0K0.00%––
TCI Wealth Advisors, Inc.74$10.0K0.00%––
Key Financial Inc75$10.0K0.01%––
Signaturefd, LLC83$11.0K0.00%––
Sowell Financial Services LLC79$11.0K0.00%––
Larson Financial Group LLC85$11.0K0.00%––
IFP Advisors, Inc90$12.0K0.00%––
Benjamin F. Edwards & Company, Inc.100$13.0K0.00%––
Pinebridge Investments, L.P.100$13.0K0.00%––
Creative Financial Designs Inc105$14.0K0.00%––
DuPont Capital Management Corp116$15.0K0.00%––
Carolinas Wealth Consulting LLC129$17.0K0.00%––
Tradition Wealth Management, LLC138$18.0K0.00%––
FMR LLC143$19.0K0.00%––
RBA Wealth Management, LLC145$19.1K0.02%––
Hanseatic Management Services Inc155$20.0K0.04%––
M&R Capital Management Inc170$22.0K0.01%––
First Horizon Corp176$23.0K0.00%––
Berman Capital Advisors, LLC176$23.0K0.00%––
Lazard Asset Management LLC197$25.0K0.00%––
Piscataqua Savings Bank200$26.0K0.02%––
Harbour Investments, Inc.210$28.0K0.00%––
Van Eck Associates Corp221$29.0K0.00%––
JJJ Advisors Inc.223$29.0K0.01%––
FinTrust Capital Advisors, LLC224$30.0K0.01%––
Bessemer Group Inc270$36.0K0.00%––
American Portfolios Advisors313$41.2K0.00%––
Steward Partners Investment Advisory, LLC331$43.6K0.00%––
International Assets Investment Management, LLC400$44.0K0.00%––
Harvest Fund Management Co., Ltd351$46.0K0.00%––
Quadrant Capital Group LLC401$53.0K0.01%––
Parkside Financial Bank & Trust516$68.0K0.02%––
Fieldpoint Private Securities, LLC532$70.0K0.02%––
Central Trust Co552$73.0K0.00%––
Rockefeller Capital Management L.P.565$74.0K0.00%––
FourThought Financial, LLC581$76.0K0.01%––
Maverick Capital LtdSuperinvestorMaverick Capital734$97.0K0.00%––
San Francisco Sentry Investment Group (Ca)800$105.0K0.04%––
Parallel Advisors, LLC811$107.0K0.01%––
Spire Wealth Management833$108.0K0.00%––
Proequities, Inc.916$121.0K0.01%––
Panagora Asset Management Inc990$130.0K0.00%––
Cullen/Frost Bankers, Inc.1,000$132.0K0.00%––
Arlington Partners LLC1,086$143.0K0.05%––
Ameritas Investment Company, LLC1,225$161.4K0.01%––
Ci Investments Inc.1,380$182.0K0.00%––
Spears Abacus Advisors LLC1,542$203.0K0.02%––
Cigna Investments Inc1,580$208.0K0.01%––
Eqis Capital Management, Inc.1,594$210.0K0.02%––
Trexquant Investment LP1,626$214.0K0.02%––
The PNC Financial Services Group, Inc.1,647$217.0K0.00%––
Diversified Trust Co1,656$218.0K0.01%––
First Mercantile Trust Co1,669$220.0K0.03%––
Covenant Partners, LLC1,671$220.0K0.09%––
FDx Advisors, Inc.1,698$224.0K0.01%––
LS Investment Advisors, LLC1,722$227.0K0.01%––
Csenge Advisory Group1,748$230.0K0.02%––
Kestra Advisory Services, LLC1,766$233.0K0.00%––
CAPROCK Group, Inc.1,782$235.0K0.03%––
Public Sector Pension Investment Board1,813$239.0K0.00%––
Cambridge Investment Research Advisors, Inc.1,848$243.0K0.00%––
Prelude Capital Management, LLC1,887$249.0K0.02%––
Mount Yale Investment Advisors, LLC1,940$256.0K0.03%––
D.A. Davidson & Co.1,989$262.0K0.00%––
Utah Retirement Systems2,000$263.0K0.00%––
Occudo Quantitative Strategies LP2,000$263.0K0.06%––
Canada Pension Plan Investment Board2,081$274.0K0.00%––
Rice Hall James & Associates, LLC2,123$280.0K0.01%––
Ingalls & Snyder LLC2,163$285.0K0.01%––
Walleye Trading LLC2,237$295.0K0.01%––
USA Financial Portformulas Corp2,258$297.0K0.24%––
Profund Advisors LLC2,260$298.0K0.01%––
Park Avenue Securities LLC2,285$301.0K0.01%––