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, Q3 2021
Institutional positions in Evercore Inc. as of Sep 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
- 426
- +4 vs. Q2 2021
- Shares held
- 34.7M
- −928.5K (−2.6%) vs. Q2 2021
- Total value
- $4.64B
- −$384.5M (−7.7%) vs. Q2 2021
- New holders
- 48
- 138 more added
- Sold out
- 44
- 163 more reduced
7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $1.00K | 0.00% | +6 | New |
| D'Orazio & Associates, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Newbridge Financial Services Group, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| West Paces Advisors Inc. | 8 | $1.07K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11 | $1.47K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 15 | $2.00K | 0.00% | +4+36.4% | Added |
| Front Row Advisors LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 14 | $2.00K | 0.00% | +14 | New |
| Cordant, Inc. | 16 | $2.00K | 0.00% | +16 | New |
| Sonora Investment Management, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 36 | $5.00K | 0.00% | +36 | New |
| Kowal Investment Group, LLC | 40 | $5.00K | 0.00% | +40 | New |
| Arkadios Wealth Advisors | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 47 | $6.00K | 0.00% | +31+193.8% | Added |
| Global Financial Private Client, LLC | 44 | $6.08K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 56 | $7.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 49 | $7.00K | 0.00% | +14+40.0% | Added |
| Spectrum Management Group, LLC | 50 | $7.00K | 0.00% | +50 | New |
| SRS Capital Advisors, Inc. | 61 | $8.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 67 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 70 | $9.00K | 0.00% | +70 | New |
| Salem Investment Counselors Inc | 75 | $10.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 75 | $10.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 86 | $11.0K | 0.00% | +1+1.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $13.0K | 0.00% | +100 | New |
| Creative Financial Designs Inc | 105 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 104 | $14.0K | 0.00% | +104 | New |
| Carolinas Wealth Consulting LLC | 126 | $17.0K | 0.00% | −70−35.7% | Reduced |
| Tradition Wealth Management, LLC | 138 | $18.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 152 | $20.0K | 0.00% | +78+105.4% | Added |
| Hanseatic Management Services Inc | 156 | $21.0K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 170 | $22.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 162 | $22.0K | 0.00% | +162 | New |
| Lazard Asset Management LLC | 178 | $23.0K | 0.00% | −19−9.6% | Reduced |
| Berman Capital Advisors, LLC | 191 | $25.0K | 0.00% | +1+0.5% | Added |
| Clearstead Advisors, LLC | 189 | $25.0K | 0.00% | +189 | New |
| Piscataqua Savings Bank | 200 | $27.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 208 | $28.0K | 0.00% | +153+278.2% | Added |
| FinTrust Capital Advisors, LLC | 224 | $30.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 240 | $32.0K | 0.00% | 00.0% | Unchanged |
| First Quadrant L P | 236 | $32.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 250 | $33.0K | 0.00% | +250 | New |
| Eagle Bay Advisors LLC | 269 | $35.0K | 0.02% | −80−22.9% | Reduced |
| FMR LLC | 272 | $36.0K | 0.00% | +129+90.2% | Added |
| Central Trust Co | 316 | $42.0K | 0.00% | −251−44.3% | Reduced |
| JJJ Advisors Inc. | 326 | $44.0K | 0.02% | +103+46.2% | Added |
| Quadrant Capital Group LLC | 335 | $45.0K | 0.01% | −1−0.3% | Reduced |
| First Horizon Advisors, Inc. | 345 | $45.0K | 0.00% | +345 | New |
| American Portfolios Advisors | 341 | $45.6K | 0.00% | +158+86.3% | Added |
| Harvest Fund Management Co., Ltd | 351 | $46.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 352 | $47.0K | 0.00% | +82+30.4% | Added |
| Atwood & Palmer Inc | 364 | $49.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 384 | $51.0K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 444 | $59.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 472 | $63.0K | 0.04% | −399−45.8% | Reduced |
| Walleye Trading LLC | 530 | $71.0K | 0.00% | −3,545−87.0% | Reduced |
| Smithfield Trust Co | 552 | $74.0K | 0.00% | −17−3.0% | Reduced |
| FourThought Financial, LLC | 588 | $78.0K | 0.01% | +18+3.2% | Added |
| Parkside Financial Bank & Trust | 644 | $86.0K | 0.03% | +99+18.2% | Added |
| Parallel Advisors, LLC | 808 | $108.0K | 0.00% | −19−2.3% | Reduced |
| Proequities, Inc. | 865 | $116.0K | 0.01% | −29−3.2% | Reduced |
| Altshuler Shaham Ltd | 912 | $123.0K | 0.00% | +497+119.8% | Added |
| Rockefeller Capital Management L.P. | 972 | $129.0K | 0.00% | −447−31.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,000 | $134.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $134.0K | 0.10% | 0 | Unchanged |
| BBVA USA | 1,021 | $136.0K | 0.01% | −129−11.2% | Reduced |
| Arlington Partners LLC | 1,066 | $142.0K | 0.04% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,142 | $153.0K | 0.00% | +579+102.8% | Added |
| Vestcor Inc | 1,200 | $160.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,342 | $179.0K | 0.05% | +1,342 | New |
| Quantbot Technologies LP | 1,353 | $180.0K | 0.01% | −3,900−74.2% | Reduced |
| AGF Investments LLC | 1,433 | $192.0K | 0.02% | −89−5.8% | Reduced |
| First Mercantile Trust Co | 1,481 | $198.0K | 0.03% | −100−6.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,503 | $201.0K | 0.04% | +36+2.5% | Added |
| Prudential PLC | 1,521 | $203.0K | 0.00% | −1,824−54.5% | Reduced |
| The PNC Financial Services Group, Inc. | 1,534 | $204.0K | 0.00% | −159−9.4% | Reduced |
| Evercore Wealth Management, LLC | 1,600 | $214.0K | 0.00% | −10−0.6% | Reduced |
| Bridgefront Capital, LLC | 1,624 | $217.0K | 0.23% | +1,624 | New |
| Covenant Partners, LLC | 1,652 | $221.0K | 0.09% | −12−0.7% | Reduced |
| CIBC Asset Management Inc | 1,680 | $225.0K | 0.00% | +176+11.7% | Added |
| SG Americas Securities, LLC | 1,701 | $227.0K | 0.00% | −6,376−78.9% | Reduced |
| Dynamic Advisor Solutions LLC | 1,715 | $229.0K | 0.02% | −8−0.5% | Reduced |
| Change Path, LLC | 1,727 | $231.0K | 0.01% | +1,727 | New |
| Cambridge Investment Research Advisors, Inc. | 1,739 | $232.0K | 0.00% | −54−3.0% | Reduced |
| Convergence Investment Partners, LLC | 1,848 | $247.0K | 0.13% | −713−27.8% | Reduced |
| Csenge Advisory Group | 1,789 | $247.0K | 0.02% | −29−1.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,850 | $247.0K | 0.08% | +1,850 | New |
| People's United Financial, Inc. | 1,851 | $247.0K | 0.01% | +1,851 | New |
| Profund Advisors LLC | 1,857 | $248.0K | 0.01% | −355−16.0% | Reduced |