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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 2,688 | $359.3K | 0.02% | −2,218−45.2% | Reduced |
| Symmetry Partners, LLC | 2,467 | $353.0K | 0.02% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 2,556 | $341.0K | 0.01% | +2,556 | New |
| M&T Bank Corp | 2,500 | $334.0K | 0.00% | +522+26.4% | Added |
| Commonwealth Equity Services, LLC | 2,472 | $330.0K | 0.00% | +132+5.6% | Added |
| Caxton Associates LP | 2,394 | $320.0K | 0.05% | −1,725−41.9% | Reduced |
| Shelton Capital Management | 2,355 | $315.0K | 0.01% | 00.0% | Unchanged |
| Pendal Group Limited | 2,316 | $310.0K | 0.00% | −543−19.0% | Reduced |
| Ci Investments Inc. | 2,268 | $303.0K | 0.00% | +42+1.9% | Added |
| Mackenzie Financial Corp | 2,240 | $299.0K | 0.00% | −51−2.2% | Reduced |
| Wambolt & Associates, LLC | 2,116 | $292.0K | 0.12% | +488+30.0% | Added |
| Sciencast Management LP | 1,937 | $286.0K | 0.08% | +1,937 | New |
| Rice Hall James & Associates, LLC | 2,123 | $284.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,123 | $284.0K | 0.03% | +126+6.3% | Added |
| Quantitative Investment Management, LLC | 2,105 | $281.0K | 0.03% | +2,105 | New |
| Old National Bancorp | 2,016 | $270.0K | 0.01% | −206−9.3% | Reduced |
| NEXT Financial Group, Inc | 2,022 | $270.0K | 0.02% | +1,951+2,747.9% | Added |
| D.A. Davidson & Co. | 2,006 | $268.0K | 0.00% | +29+1.5% | Added |
| Utah Retirement Systems | 2,000 | $267.0K | 0.00% | −100−4.8% | Reduced |
| Kestra Private Wealth Services, LLC | 1,985 | $265.0K | 0.01% | −209−9.5% | Reduced |
| Ingalls & Snyder LLC | 1,947 | $260.0K | 0.01% | −97−4.7% | Reduced |
| Origin Asset Management LLP | 1,939 | $259.0K | 0.06% | 00.0% | Unchanged |
| Assetmark, Inc | 1,922 | $257.0K | 0.00% | −3,608−65.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,907 | $255.0K | 0.03% | −13−0.7% | Reduced |
| Ritholtz Wealth Management | 1,900 | $254.0K | 0.02% | +1,900 | New |
| World Asset Management Inc | 1,869 | $250.0K | 0.02% | −153−7.6% | Reduced |
| Profund Advisors LLC | 1,857 | $248.0K | 0.01% | −355−16.0% | 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 |
| Cambridge Investment Research Advisors, Inc. | 1,739 | $232.0K | 0.00% | −54−3.0% | Reduced |
| Change Path, LLC | 1,727 | $231.0K | 0.01% | +1,727 | New |
| Dynamic Advisor Solutions LLC | 1,715 | $229.0K | 0.02% | −8−0.5% | Reduced |
| SG Americas Securities, LLC | 1,701 | $227.0K | 0.00% | −6,376−78.9% | Reduced |
| CIBC Asset Management Inc | 1,680 | $225.0K | 0.00% | +176+11.7% | Added |
| Covenant Partners, LLC | 1,652 | $221.0K | 0.09% | −12−0.7% | Reduced |
| Bridgefront Capital, LLC | 1,624 | $217.0K | 0.23% | +1,624 | New |
| Evercore Wealth Management, LLC | 1,600 | $214.0K | 0.00% | −10−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 1,534 | $204.0K | 0.00% | −159−9.4% | Reduced |
| Prudential PLC | 1,521 | $203.0K | 0.00% | −1,824−54.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,503 | $201.0K | 0.04% | +36+2.5% | Added |
| First Mercantile Trust Co | 1,481 | $198.0K | 0.03% | −100−6.3% | Reduced |
| AGF Investments LLC | 1,433 | $192.0K | 0.02% | −89−5.8% | Reduced |
| Quantbot Technologies LP | 1,353 | $180.0K | 0.01% | −3,900−74.2% | Reduced |
| Contravisory Investment Management, Inc. | 1,342 | $179.0K | 0.05% | +1,342 | New |
| Vestcor Inc | 1,200 | $160.0K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,142 | $153.0K | 0.00% | +579+102.8% | Added |
| Arlington Partners LLC | 1,066 | $142.0K | 0.04% | 00.0% | Unchanged |
| BBVA USA | 1,021 | $136.0K | 0.01% | −129−11.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,000 | $134.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $134.0K | 0.10% | 0 | Unchanged |
| Rockefeller Capital Management L.P. | 972 | $129.0K | 0.00% | −447−31.5% | Reduced |
| Altshuler Shaham Ltd | 912 | $123.0K | 0.00% | +497+119.8% | Added |
| Proequities, Inc. | 865 | $116.0K | 0.01% | −29−3.2% | Reduced |
| Parallel Advisors, LLC | 808 | $108.0K | 0.00% | −19−2.3% | Reduced |
| Parkside Financial Bank & Trust | 644 | $86.0K | 0.03% | +99+18.2% | Added |
| FourThought Financial, LLC | 588 | $78.0K | 0.01% | +18+3.2% | Added |
| Smithfield Trust Co | 552 | $74.0K | 0.00% | −17−3.0% | Reduced |
| Walleye Trading LLC | 530 | $71.0K | 0.00% | −3,545−87.0% | Reduced |
| State of Wyoming | 472 | $63.0K | 0.04% | −399−45.8% | Reduced |
| First Bank & Trust | 444 | $59.0K | 0.03% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 384 | $51.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 364 | $49.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 352 | $47.0K | 0.00% | +82+30.4% | Added |
| Harvest Fund Management Co., Ltd | 351 | $46.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 341 | $45.6K | 0.00% | +158+86.3% | 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 |
| JJJ Advisors Inc. | 326 | $44.0K | 0.02% | +103+46.2% | Added |
| Central Trust Co | 316 | $42.0K | 0.00% | −251−44.3% | Reduced |
| FMR LLC | 272 | $36.0K | 0.00% | +129+90.2% | Added |
| Eagle Bay Advisors LLC | 269 | $35.0K | 0.02% | −80−22.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 250 | $33.0K | 0.00% | +250 | New |
| Sageworth Trust Co | 240 | $32.0K | 0.00% | 00.0% | Unchanged |
| First Quadrant L P | 236 | $32.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 224 | $30.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 208 | $28.0K | 0.00% | +153+278.2% | Added |
| Piscataqua Savings Bank | 200 | $27.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 191 | $25.0K | 0.00% | +1+0.5% | Added |
| Clearstead Advisors, LLC | 189 | $25.0K | 0.00% | +189 | New |
| Lazard Asset Management LLC | 178 | $23.0K | 0.00% | −19−9.6% | Reduced |
| M&R Capital Management Inc | 170 | $22.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 162 | $22.0K | 0.00% | +162 | New |
| Hanseatic Management Services Inc | 156 | $21.0K | 0.04% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 152 | $20.0K | 0.00% | +78+105.4% | Added |
| Tradition Wealth Management, LLC | 138 | $18.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 126 | $17.0K | 0.00% | −70−35.7% | Reduced |
| Creative Financial Designs Inc | 105 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 104 | $14.0K | 0.00% | +104 | New |
| 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 |
| Larson Financial Group LLC | 86 | $11.0K | 0.00% | +1+1.2% | Added |
| Salem Investment Counselors Inc | 75 | $10.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 75 | $10.0K | 0.01% | 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 |
| SRS Capital Advisors, Inc. | 61 | $8.00K | 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 |