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 |
|---|---|---|---|---|---|
| AlphaCrest Capital Management LLC | 2,688 | $378.0K | 0.02% | −6,708−71.4% | Reduced |
| USA Financial Portformulas Corp | 2,573 | $362.0K | 0.30% | +315+14.0% | Added |
| Convergence Investment Partners, LLC | 2,561 | $361.0K | 0.16% | −475−15.6% | Reduced |
| Cresset Asset Management, LLC | 2,545 | $359.0K | 0.01% | −572−18.4% | Reduced |
| Pearl River Capital, LLC | 2,507 | $353.0K | 0.10% | +2,507 | New |
| Symmetry Partners, LLC | 2,467 | $347.0K | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 2,411 | $339.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,379 | $335.0K | 0.01% | +94+4.1% | Added |
| Shelton Capital Management | 2,355 | $332.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,340 | $329.0K | 0.00% | +2,340 | New |
| Personal Cfo Solutions, LLC | 2,326 | $327.0K | 0.07% | −668−22.3% | Reduced |
| Mackenzie Financial Corp | 2,291 | $323.0K | 0.00% | −17,800−88.6% | Reduced |
| Old National Bancorp | 2,222 | $313.0K | 0.01% | −1,334−37.5% | Reduced |
| Ci Investments Inc. | 2,226 | $313.0K | 0.00% | +846+61.3% | Added |
| Profund Advisors LLC | 2,212 | $311.0K | 0.01% | −48−2.1% | Reduced |
| Kestra Private Wealth Services, LLC | 2,194 | $309.0K | 0.02% | +2,194 | New |
| Fox Run Management, L.L.C. | 2,181 | $307.0K | 0.28% | −979−31.0% | Reduced |
| Rice Hall James & Associates, LLC | 2,123 | $299.0K | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 2,100 | $296.0K | 0.00% | +100+5.0% | Added |
| Ingalls & Snyder LLC | 2,044 | $288.0K | 0.01% | −119−5.5% | Reduced |
| World Asset Management Inc | 2,022 | $285.0K | 0.03% | −203−9.1% | Reduced |
| QS Investors, LLC | 2,000 | $282.0K | 0.00% | −2,000−50.0% | Reduced |
| Zions Bancorporation, N.A. | 1,997 | $281.0K | 0.03% | +1,997 | New |
| M&T Bank Corp | 1,978 | $279.0K | 0.00% | −332−14.4% | Reduced |
| D.A. Davidson & Co. | 1,977 | $278.0K | 0.00% | −12−0.6% | Reduced |
| Origin Asset Management LLP | 1,939 | $273.0K | 0.03% | +1,939 | New |
| Mount Yale Investment Advisors, LLC | 1,920 | $270.0K | 0.03% | −20−1.0% | Reduced |
| Sawtooth Solutions, LLC | 1,919 | $270.0K | 0.05% | +1,919 | New |
| Csenge Advisory Group | 1,818 | $258.0K | 0.02% | +70+4.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,793 | $252.0K | 0.00% | −55−3.0% | Reduced |
| FDx Advisors, Inc. | 1,741 | $245.0K | 0.01% | +43+2.5% | Added |
| Redhawk Wealth Advisors, Inc. | 1,733 | $244.0K | 0.05% | +1,733 | New |
| Dynamic Advisor Solutions LLC | 1,723 | $243.0K | 0.02% | +1,723 | New |
| Weld Capital Management LLC | 1,722 | $242.0K | 0.24% | −9,290−84.4% | Reduced |
| The PNC Financial Services Group, Inc. | 1,693 | $238.0K | 0.00% | +46+2.8% | Added |
| 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 |
| Covenant Partners, LLC | 1,664 | $234.0K | 0.09% | −7−0.4% | Reduced |
| Wambolt & Associates, LLC | 1,628 | $231.0K | 0.10% | +1,628 | New |
| Evercore Wealth Management, LLC | 1,610 | $227.0K | 0.00% | −2,901−64.3% | Reduced |
| Paloma Partners Management Co | 1,605 | $226.0K | 0.01% | −32,237−95.3% | Reduced |
| Vontobel Holding Ltd. | 1,600 | $225.0K | 0.00% | +1,600 | New |
| First Mercantile Trust Co | 1,581 | $223.0K | 0.03% | −88−5.3% | Reduced |
| Boothbay Fund Management, LLC | 1,575 | $222.0K | 0.01% | +1,575 | New |
| AGF Investments LLC | 1,522 | $214.0K | 0.02% | +1,522 | New |
| CIBC Asset Management Inc | 1,504 | $212.0K | 0.00% | +1,504 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,467 | $207.0K | 0.05% | +1,467 | New |
| InterOcean Capital Group, LLC | 1,457 | $205.0K | 0.01% | +1,457 | New |
| Banco Santander, S.A. | 1,448 | $204.0K | 0.00% | −2,418−62.5% | Reduced |
| Rockefeller Capital Management L.P. | 1,419 | $199.0K | 0.00% | +854+151.2% | Added |
| Vestcor Inc | 1,200 | $169.0K | 0.01% | −8,171−87.2% | Reduced |
| BBVA USA | 1,150 | $162.0K | 0.01% | +1,150 | New |
| Arlington Partners LLC | 1,066 | $150.0K | 0.05% | −20−1.8% | Reduced |
| Panagora Asset Management Inc | 1,048 | $148.0K | 0.00% | +58+5.9% | Added |
| Cullen/Frost Bankers, Inc. | 1,000 | $141.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $141.0K | 0.07% | 0 | Unchanged |
| Proequities, Inc. | 894 | $126.0K | 0.01% | −22−2.4% | Reduced |
| State of Wyoming | 871 | $123.0K | 0.08% | +871 | New |
| Parallel Advisors, LLC | 827 | $116.0K | 0.00% | +16+2.0% | Added |
| San Francisco Sentry Investment Group (Ca) | 800 | $113.0K | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 800 | $112.0K | 0.01% | +800 | New |
| Isthmus Partners, LLC | 675 | $95.0K | 0.02% | +675 | New |
| Exos Asset Management LLC | 609 | $86.0K | 0.04% | +609 | New |
| 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 |
| Van Eck Associates Corp | 563 | $79.0K | 0.00% | +342+154.8% | Added |
| Parkside Financial Bank & Trust | 545 | $77.0K | 0.02% | +29+5.6% | Added |
| Acadian Asset Management LLC | 478 | $67.0K | 0.00% | −18,510−97.5% | Reduced |
| First Bank & Trust | 444 | $62.0K | 0.03% | +373+525.4% | Added |
| Altshuler Shaham Ltd | 415 | $58.0K | 0.00% | +415 | 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 |
| Atwood & Palmer Inc | 364 | $51.0K | 0.00% | +364 | New |
| Harvest Fund Management Co., Ltd | 351 | $49.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 336 | $47.0K | 0.01% | −65−16.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 300 | $42.0K | 0.00% | −14,500−98.0% | Reduced |
| Bessemer Group Inc | 270 | $38.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 265 | $37.0K | 0.00% | +89+50.6% | Added |
| Sageworth Trust Co | 240 | $34.0K | 0.00% | +240 | New |
| First Quadrant L P | 236 | $33.0K | 0.00% | −2,656−91.8% | Reduced |
| FinTrust Capital Advisors, LLC | 224 | $32.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 223 | $31.0K | 0.01% | 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 |
| Lazard Asset Management LLC | 197 | $27.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 190 | $26.0K | 0.00% | +14+8.0% | Added |
| American Portfolios Advisors | 183 | $25.8K | 0.00% | −130−41.5% | Reduced |
| Castleview Partners, LLC | 179 | $25.0K | 0.01% | +179 | New |
| M&R Capital Management Inc | 170 | $23.0K | 0.01% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 156 | $22.0K | 0.04% | +1+0.6% | Added |
| FMR LLC | 143 | $20.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 145 | $20.0K | 0.03% | +145 | New |
| Tradition Wealth Management, LLC | 138 | $19.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 105 | $15.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 85 | $12.0K | 0.00% | 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 |
| NEXT Financial Group, Inc | 71 | $10.0K | 0.00% | −2,498−97.2% | Reduced |