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, Q4 2021
Institutional positions in Evercore Inc. as of Dec 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
- 439
- +21 vs. Q3 2021
- Shares held
- 34.4M
- −92.3K (−0.3%) vs. Q3 2021
- Total value
- $4.67B
- +$57.3M (+1.2%) vs. Q3 2021
- New holders
- 64
- 147 more added
- Sold out
- 43
- 168 more reduced
8 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 2 | $0 | 0.00% | −4−66.7% | Reduced |
| Glassman Wealth Services | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| McDonald Partners LLC | 3 | $408 | 0.00% | +3 | New |
| Absolute Capital Management, LLC | 3 | $408 | 0.00% | +3 | New |
| Sutton Wealth Advisors Inc. | 4 | $543 | 0.00% | +4 | New |
| TD Private Client Wealth LLC | 6 | $815 | 0.00% | −5−45.5% | Reduced |
| CWM, LLC | 4 | $1.00K | 0.00% | +4 | New |
| JFS Wealth Advisors, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Schubert & Co | 5 | $1.00K | 0.00% | +5 | New |
| Bivin & Associates, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Harbour Investments, Inc. | 12 | $2.00K | 0.00% | −196−94.2% | Reduced |
| Allworth Financial LP | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 16 | $2.00K | 0.00% | +1+6.7% | Added |
| Front Row Advisors LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 12 | $2.00K | 0.00% | +6+100.0% | Added |
| Umb Bank N A | 16 | $2.00K | 0.00% | +16 | New |
| Lee Financial Co | 14 | $2.00K | 0.00% | +14 | New |
| Fortitude Advisory Group L.L.C. | 18 | $2.00K | 0.00% | +18 | New |
| Plante Moran Financial Advisors, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 33 | $4.00K | 0.00% | −145−81.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 26 | $4.00K | 0.00% | −1−3.7% | Reduced |
| Delos Wealth Advisors, LLC | 38 | $5.00K | 0.00% | +38 | New |
| Global Financial Private Client, LLC | 44 | $5.98K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 50 | $6.00K | 0.00% | +50 | New |
| Sageworth Trust Co | 55 | $7.00K | 0.00% | −185−77.1% | Reduced |
| Spectrum Management Group, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 52 | $7.00K | 0.00% | +52 | New |
| Lindbrook Capital, LLC | 56 | $8.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 65 | $9.00K | 0.00% | +4+6.6% | Added |
| Bell Investment Advisors, Inc | 73 | $10.0K | 0.00% | −31−29.8% | Reduced |
| 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 | $12.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 96 | $13.0K | 0.00% | +46+92.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 106 | $14.0K | 0.00% | +106 | New |
| Carolinas Wealth Consulting LLC | 116 | $16.0K | 0.00% | −10−7.9% | Reduced |
| Huntington National Bank | 120 | $16.0K | 0.00% | +73+155.3% | Added |
| Tradition Wealth Management, LLC | 138 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 156 | $21.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 152 | $21.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 162 | $22.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 170 | $23.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 180 | $24.0K | 0.02% | −20−10.0% | Reduced |
| Sageworth Trust Co of South Dakota | 179 | $24.0K | 0.04% | +179 | New |
| Confluence Wealth Services, Inc. | 186 | $25.0K | 0.01% | +186 | New |
| Sofos Investments, Inc. | 272 | $28.0K | 0.00% | +272 | Added |
| FinTrust Capital Advisors, LLC | 224 | $30.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 255 | $35.0K | 0.02% | −14−5.2% | Reduced |
| Bessemer Group Inc | 270 | $36.0K | 0.00% | −82−23.3% | Reduced |
| Central Trust Co | 276 | $37.0K | 0.00% | −40−12.7% | Reduced |
| C M Bidwell & Associates Ltd | 276 | $37.0K | 0.02% | +276 | New |
| FMR LLC | 293 | $40.0K | 0.00% | +21+7.7% | Added |
| American Portfolios Advisors | 314 | $42.7K | 0.00% | −27−7.9% | Reduced |
| First Horizon Advisors, Inc. | 345 | $46.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 335 | $46.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 351 | $47.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 354 | $48.0K | 0.00% | +165+87.3% | Added |
| Atwood & Palmer Inc | 364 | $49.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 397 | $54.0K | 0.01% | +13+3.4% | Added |
| Covestor Ltd | 428 | $58.0K | 0.08% | +428 | New |
| Meeder Asset Management Inc | 438 | $59.0K | 0.01% | −11,167−96.2% | Reduced |
| Leonteq Securities AG | 457 | $62.1K | 0.00% | +457 | New |
| Rockefeller Capital Management L.P. | 532 | $71.0K | 0.00% | −440−45.3% | Reduced |
| FourThought Financial, LLC | 527 | $72.0K | 0.01% | −61−10.4% | Reduced |
| JJJ Advisors Inc. | 572 | $78.0K | 0.02% | +246+75.5% | Added |
| Quent Capital, LLC | 583 | $79.0K | 0.02% | +583 | New |
| Parkside Financial Bank & Trust | 587 | $80.0K | 0.02% | −57−8.9% | Reduced |
| Walleye Trading LLC | 594 | $81.0K | 0.00% | +64+12.1% | Added |
| Castleview Partners, LLC | 11,275 | $83.0K | 0.00% | +11,275 | New |
| Smithfield Trust Co | 634 | $86.0K | 0.01% | +82+14.9% | Added |
| Spire Wealth Management | 633 | $86.0K | 0.00% | +633 | New |
| Union Investments & Development Ltd. | 700 | $95.0K | 0.03% | +700 | New |
| State of Wyoming | 793 | $108.0K | 0.05% | +321+68.0% | Added |
| Proequities, Inc. | 855 | $116.0K | 0.01% | −10−1.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,005 | $137.0K | 0.00% | +5+0.5% | Added |
| Arlington Partners LLC | 1,066 | $145.0K | 0.04% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,118 | $152.0K | 0.00% | +206+22.6% | Added |
| First Bank & Trust | 1,191 | $161.0K | 0.07% | +747+168.2% | Added |
| Parallel Advisors, LLC | 1,207 | $164.0K | 0.01% | +399+49.4% | Added |
| Van Eck Associates Corp | 1,265 | $172.0K | 0.00% | +123+10.8% | Added |
| Paragon Capital Management Ltd | 1,446 | $196.0K | 0.03% | +1,446 | New |
| Loomis Sayles & Co L P | 1,451 | $197.0K | 0.00% | +1,451 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,497 | $203.0K | 0.04% | −6−0.4% | Reduced |
| People's United Financial, Inc. | 1,537 | $209.0K | 0.01% | −314−17.0% | Reduced |
| Contravisory Investment Management, Inc. | 1,571 | $213.0K | 0.06% | +229+17.1% | Added |
| NEXT Financial Group, Inc | 1,576 | $214.0K | 0.01% | −446−22.1% | Reduced |
| CIBC Asset Management Inc | 1,586 | $215.0K | 0.00% | −94−5.6% | Reduced |
| Evercore Wealth Management, LLC | 1,600 | $217.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,601 | $217.0K | 0.04% | +1,601 | New |
| Versor Investments LP | 1,602 | $218.0K | 0.01% | +1,602 | New |
| Covenant Partners, LLC | 1,652 | $224.0K | 0.08% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,680 | $228.0K | 0.00% | +1,680 | New |
| Canada Pension Plan Investment Board | 1,684 | $229.0K | 0.00% | −1,046−38.3% | Reduced |
| Old National Bancorp | 1,681 | $229.0K | 0.01% | −335−16.6% | Reduced |