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, Q2 2021
Institutional positions in Evercore Inc. as of Jun 30, 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
- 429
- +20 vs. Q1 2021
- Shares held
- 35.6M
- −1.78M (−4.8%) vs. Q1 2021
- Total value
- $5.03B
- +$101.0M (+2.0%) vs. Q1 2021
- New holders
- 68
- 124 more added
- Sold out
- 48
- 180 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 714 | $12.2B |
| Q1 2026 | 657 | $10.5B |
| Q4 2025 | 636 | $11.9B |
| Q3 2025 | 629 | $11.7B |
| Q2 2025 | 566 | $9.65B |
| Q1 2025 | 551 | $6.87B |
| Q4 2024 | 584 | $9.23B |
| Q3 2024 | 514 | $8.41B |
| Q2 2024 | 471 | $7.04B |
| Q1 2024 | 474 | $6.47B |
| Q4 2023 | 437 | $5.70B |
| Q3 2023 | 398 | $4.59B |
| Q2 2023 | 400 | $4.14B |
| Q1 2023 | 421 | $3.75B |
| Q4 2022 | 395 | $3.58B |
| Q3 2022 | 369 | $2.66B |
| Q2 2022 | 382 | $2.98B |
| Q1 2022 | 406 | $3.78B |
| Q4 2021 | 439 | $4.67B |
| Q3 2021 | 426 | $4.64B |
| Q2 2021 | 429 | $5.03B |
| Q1 2021 | 411 | $4.93B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 9 | $1.00K | 0.00% | +9 | New |
| West Paces Advisors Inc. | 8 | $1.13K | 0.00% | +8 | New |
| TD Private Client Wealth LLC | 11 | $1.55K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 11 | $2.00K | 0.00% | +2+22.2% | Added |
| Plante Moran Financial Advisors, LLC | 22 | $3.00K | 0.00% | −49−69.0% | Reduced |
| Truvestments Capital LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 31 | $4.00K | 0.00% | −300−90.6% | Reduced |
| Bellevue Asset Management, LLC | 27 | $4.00K | 0.00% | −3−10.0% | Reduced |
| Sonora Investment Management, LLC | 26 | $4.00K | 0.00% | +26 | New |
| Carmichael Hill & Associates, Inc. | 35 | $5.00K | 0.00% | +16+84.2% | Added |
| Farmers & Merchants Investments Inc | 36 | $5.00K | 0.00% | +36 | New |
| Financial Management Professionals, Inc. | 39 | $5.00K | 0.00% | +39 | New |
| Arkadios Wealth Advisors | 49 | $6.00K | 0.00% | +11+28.9% | Added |
| Global Financial Private Client, LLC | 44 | $6.25K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 50 | $7.00K | 0.00% | −33−39.8% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 50 | $7.00K | 0.00% | +50 | New |
| Harbour Investments, Inc. | 55 | $8.00K | 0.00% | −155−73.8% | Reduced |
| Tradewinds Capital Management, LLC | 55 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 56 | $8.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 67 | $9.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 61 | $9.00K | 0.00% | +61 | New |
| NEXT Financial Group, Inc | 71 | $10.0K | 0.00% | −2,498−97.2% | Reduced |
| TCI Wealth Advisors, Inc. | 74 | $10.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 75 | $10.0K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 80 | $11.0K | 0.00% | −4,000−98.0% | Reduced |
| Salem Investment Counselors Inc | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 85 | $12.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 105 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 138 | $19.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 143 | $20.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 145 | $20.0K | 0.03% | +145 | New |
| Hanseatic Management Services Inc | 156 | $22.0K | 0.04% | +1+0.6% | Added |
| M&R Capital Management Inc | 170 | $23.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 179 | $25.0K | 0.01% | +179 | New |
| American Portfolios Advisors | 183 | $25.8K | 0.00% | −130−41.5% | Reduced |
| Berman Capital Advisors, LLC | 190 | $26.0K | 0.00% | +14+8.0% | Added |
| Lazard Asset Management LLC | 197 | $27.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $28.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 196 | $28.0K | 0.01% | +67+51.9% | Added |
| JJJ Advisors Inc. | 223 | $31.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 224 | $32.0K | 0.01% | 00.0% | Unchanged |
| First Quadrant L P | 236 | $33.0K | 0.00% | −2,656−91.8% | Reduced |
| Sageworth Trust Co | 240 | $34.0K | 0.00% | +240 | New |
| First Horizon Corp | 265 | $37.0K | 0.00% | +89+50.6% | Added |
| Bessemer Group Inc | 270 | $38.0K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 300 | $42.0K | 0.00% | −14,500−98.0% | Reduced |
| Quadrant Capital Group LLC | 336 | $47.0K | 0.01% | −65−16.2% | Reduced |
| Harvest Fund Management Co., Ltd | 351 | $49.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 364 | $51.0K | 0.00% | +364 | New |
| Fieldpoint Private Securities, LLC | 384 | $52.0K | 0.01% | −148−27.8% | Reduced |
| Eagle Bay Advisors LLC | 349 | $52.0K | 0.04% | +349 | New |
| Altshuler Shaham Ltd | 415 | $58.0K | 0.00% | +415 | New |
| First Bank & Trust | 444 | $62.0K | 0.03% | +373+525.4% | Added |
| Acadian Asset Management LLC | 478 | $67.0K | 0.00% | −18,510−97.5% | Reduced |
| Parkside Financial Bank & Trust | 545 | $77.0K | 0.02% | +29+5.6% | Added |
| Van Eck Associates Corp | 563 | $79.0K | 0.00% | +342+154.8% | Added |
| FourThought Financial, LLC | 570 | $80.0K | 0.01% | −11−1.9% | Reduced |
| Central Trust Co | 567 | $80.0K | 0.00% | +15+2.7% | Added |
| Smithfield Trust Co | 569 | $80.0K | 0.01% | +569 | New |
| Exos Asset Management LLC | 609 | $86.0K | 0.04% | +609 | New |
| Isthmus Partners, LLC | 675 | $95.0K | 0.02% | +675 | New |
| Belpointe Asset Management LLC | 800 | $112.0K | 0.01% | +800 | New |
| San Francisco Sentry Investment Group (Ca) | 800 | $113.0K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 827 | $116.0K | 0.00% | +16+2.0% | Added |
| State of Wyoming | 871 | $123.0K | 0.08% | +871 | New |
| Proequities, Inc. | 894 | $126.0K | 0.01% | −22−2.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,000 | $141.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $141.0K | 0.07% | 0 | Unchanged |
| Panagora Asset Management Inc | 1,048 | $148.0K | 0.00% | +58+5.9% | Added |
| Arlington Partners LLC | 1,066 | $150.0K | 0.05% | −20−1.8% | Reduced |
| BBVA USA | 1,150 | $162.0K | 0.01% | +1,150 | New |
| Vestcor Inc | 1,200 | $169.0K | 0.01% | −8,171−87.2% | Reduced |
| Rockefeller Capital Management L.P. | 1,419 | $199.0K | 0.00% | +854+151.2% | Added |
| Banco Santander, S.A. | 1,448 | $204.0K | 0.00% | −2,418−62.5% | Reduced |
| InterOcean Capital Group, LLC | 1,457 | $205.0K | 0.01% | +1,457 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,467 | $207.0K | 0.05% | +1,467 | New |
| CIBC Asset Management Inc | 1,504 | $212.0K | 0.00% | +1,504 | New |
| AGF Investments LLC | 1,522 | $214.0K | 0.02% | +1,522 | New |
| Boothbay Fund Management, LLC | 1,575 | $222.0K | 0.01% | +1,575 | New |
| First Mercantile Trust Co | 1,581 | $223.0K | 0.03% | −88−5.3% | Reduced |
| Vontobel Holding Ltd. | 1,600 | $225.0K | 0.00% | +1,600 | New |
| Paloma Partners Management Co | 1,605 | $226.0K | 0.01% | −32,237−95.3% | Reduced |
| Evercore Wealth Management, LLC | 1,610 | $227.0K | 0.00% | −2,901−64.3% | Reduced |
| Wambolt & Associates, LLC | 1,628 | $231.0K | 0.10% | +1,628 | New |
| Covenant Partners, LLC | 1,664 | $234.0K | 0.09% | −7−0.4% | Reduced |
| Canada Pension Plan Investment Board | 1,685 | $237.0K | 0.00% | −396−19.0% | Reduced |
| Kestra Advisory Services, LLC | 1,683 | $237.0K | 0.00% | −83−4.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,693 | $238.0K | 0.00% | +46+2.8% | Added |
| Weld Capital Management LLC | 1,722 | $242.0K | 0.24% | −9,290−84.4% | Reduced |
| Dynamic Advisor Solutions LLC | 1,723 | $243.0K | 0.02% | +1,723 | New |
| Redhawk Wealth Advisors, Inc. | 1,733 | $244.0K | 0.05% | +1,733 | New |
| FDx Advisors, Inc. | 1,741 | $245.0K | 0.01% | +43+2.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,793 | $252.0K | 0.00% | −55−3.0% | Reduced |