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 |
|---|---|---|---|---|---|
| Wambolt & Associates, LLC | 2,715 | $369.0K | 0.13% | +599+28.3% | Added |
| Alps Advisors Inc | 2,680 | $364.0K | 0.00% | −124,946−97.9% | Reduced |
| Krane Funds Advisors LLC | 2,671 | $363.0K | 0.01% | −387−12.7% | Reduced |
| Commonwealth Equity Services, LLC | 2,658 | $361.0K | 0.00% | +186+7.5% | Added |
| M&T Bank Corp | 2,632 | $358.0K | 0.00% | +132+5.3% | Added |
| Jackson Creek Investment Advisors LLC | 2,588 | $352.0K | 0.13% | +2,588 | New |
| Coldstream Capital Management Inc | 2,560 | $348.0K | 0.01% | +2,560 | New |
| Westwood Holdings Group Inc. | 2,537 | $345.0K | 0.00% | −73,088−96.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,478 | $338.0K | 0.00% | +944+61.5% | Added |
| Virtu Financial LLC | 2,470 | $336.0K | 0.03% | +2,470 | New |
| Symmetry Partners, LLC | 2,467 | $335.0K | 0.02% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 2,456 | $334.0K | 0.01% | +2,456 | New |
| Cambridge Investment Research Advisors, Inc. | 2,419 | $329.0K | 0.00% | +680+39.1% | Added |
| Caxton Associates LP | 2,394 | $325.0K | 0.04% | 00.0% | Unchanged |
| Pictet Asset Management SA | 2,290 | $311.0K | 0.00% | −686−23.1% | Reduced |
| Zions Bancorporation, N.A. | 2,250 | $306.0K | 0.03% | +127+6.0% | Added |
| AE Wealth Management LLC | 2,221 | $302.0K | 0.00% | +2,221 | New |
| Graham Capital Management, L.P. | 2,179 | $296.0K | 0.02% | +2,179 | New |
| Change Path, LLC | 2,168 | $294.0K | 0.01% | +441+25.5% | Added |
| Tower Research Capital LLC (TRC) | 2,154 | $292.0K | 0.01% | −669−23.7% | Reduced |
| Snowden Capital Advisors LLC | 2,143 | $291.0K | 0.01% | −545−20.3% | Reduced |
| Rice Hall James & Associates, LLC | 2,123 | $288.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,115 | $287.0K | 0.02% | +400+23.3% | Added |
| Shelton Capital Management | 2,101 | $285.0K | 0.01% | −254−10.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,100 | $285.0K | 0.10% | +250+13.5% | Added |
| Kestra Private Wealth Services, LLC | 2,090 | $284.0K | 0.01% | +105+5.3% | Added |
| Jane Street Group, LLC | 2,071 | $281.0K | 0.00% | −5,449−72.5% | Reduced |
| Utah Retirement Systems | 2,000 | $272.0K | 0.00% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 1,982 | $269.0K | 0.00% | −1,810−47.7% | Reduced |
| Convergence Investment Partners, LLC | 1,975 | $268.0K | 0.14% | +127+6.9% | Added |
| Ingalls & Snyder LLC | 1,945 | $264.0K | 0.01% | −2−0.1% | Reduced |
| National Bank of Canada | 1,942 | $264.0K | 0.00% | +1,942 | New |
| Keebeck Alpha, LP | 1,935 | $263.0K | 0.10% | +1,935 | New |
| Csenge Advisory Group | 1,818 | $258.0K | 0.02% | +29+1.6% | Added |
| Mount Yale Investment Advisors, LLC | 1,879 | $255.0K | 0.03% | −28−1.5% | Reduced |
| Journey Strategic Wealth LLC | 1,745 | $237.0K | 0.02% | +1,745 | New |
| Profund Advisors LLC | 1,735 | $236.0K | 0.01% | −122−6.6% | Reduced |
| Ci Investments Inc. | 1,733 | $235.0K | 0.00% | −535−23.6% | Reduced |
| First Quadrant L P | 1,731 | $235.0K | 0.03% | +1,495+633.5% | Added |
| 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 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,680 | $228.0K | 0.00% | +1,680 | New |
| Covenant Partners, LLC | 1,652 | $224.0K | 0.08% | 00.0% | Unchanged |
| Versor Investments LP | 1,602 | $218.0K | 0.01% | +1,602 | New |
| 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 |
| CIBC Asset Management Inc | 1,586 | $215.0K | 0.00% | −94−5.6% | Reduced |
| NEXT Financial Group, Inc | 1,576 | $214.0K | 0.01% | −446−22.1% | Reduced |
| Contravisory Investment Management, Inc. | 1,571 | $213.0K | 0.06% | +229+17.1% | Added |
| People's United Financial, Inc. | 1,537 | $209.0K | 0.01% | −314−17.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,497 | $203.0K | 0.04% | −6−0.4% | Reduced |
| Loomis Sayles & Co L P | 1,451 | $197.0K | 0.00% | +1,451 | New |
| Paragon Capital Management Ltd | 1,446 | $196.0K | 0.03% | +1,446 | New |
| Van Eck Associates Corp | 1,265 | $172.0K | 0.00% | +123+10.8% | Added |
| Parallel Advisors, LLC | 1,207 | $164.0K | 0.01% | +399+49.4% | Added |
| First Bank & Trust | 1,191 | $161.0K | 0.07% | +747+168.2% | Added |
| Altshuler Shaham Ltd | 1,118 | $152.0K | 0.00% | +206+22.6% | Added |
| Arlington Partners LLC | 1,066 | $145.0K | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,005 | $137.0K | 0.00% | +5+0.5% | Added |
| Proequities, Inc. | 855 | $116.0K | 0.01% | −10−1.2% | Reduced |
| State of Wyoming | 793 | $108.0K | 0.05% | +321+68.0% | Added |
| Union Investments & Development Ltd. | 700 | $95.0K | 0.03% | +700 | New |
| Smithfield Trust Co | 634 | $86.0K | 0.01% | +82+14.9% | Added |
| Spire Wealth Management | 633 | $86.0K | 0.00% | +633 | New |
| Castleview Partners, LLC | 11,275 | $83.0K | 0.00% | +11,275 | New |
| Walleye Trading LLC | 594 | $81.0K | 0.00% | +64+12.1% | Added |
| Parkside Financial Bank & Trust | 587 | $80.0K | 0.02% | −57−8.9% | Reduced |
| Quent Capital, LLC | 583 | $79.0K | 0.02% | +583 | New |
| JJJ Advisors Inc. | 572 | $78.0K | 0.02% | +246+75.5% | Added |
| FourThought Financial, LLC | 527 | $72.0K | 0.01% | −61−10.4% | Reduced |
| Rockefeller Capital Management L.P. | 532 | $71.0K | 0.00% | −440−45.3% | Reduced |
| Leonteq Securities AG | 457 | $62.1K | 0.00% | +457 | New |
| Meeder Asset Management Inc | 438 | $59.0K | 0.01% | −11,167−96.2% | Reduced |
| Covestor Ltd | 428 | $58.0K | 0.08% | +428 | New |
| Fieldpoint Private Securities, LLC | 397 | $54.0K | 0.01% | +13+3.4% | Added |
| Atwood & Palmer Inc | 364 | $49.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 354 | $48.0K | 0.00% | +165+87.3% | Added |
| Harvest Fund Management Co., Ltd | 351 | $47.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 345 | $46.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 335 | $46.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 314 | $42.7K | 0.00% | −27−7.9% | Reduced |
| FMR LLC | 293 | $40.0K | 0.00% | +21+7.7% | Added |
| Central Trust Co | 276 | $37.0K | 0.00% | −40−12.7% | Reduced |
| C M Bidwell & Associates Ltd | 276 | $37.0K | 0.02% | +276 | New |
| Bessemer Group Inc | 270 | $36.0K | 0.00% | −82−23.3% | Reduced |
| Eagle Bay Advisors LLC | 255 | $35.0K | 0.02% | −14−5.2% | Reduced |
| FinTrust Capital Advisors, LLC | 224 | $30.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 272 | $28.0K | 0.00% | +272 | Added |
| Confluence Wealth Services, Inc. | 186 | $25.0K | 0.01% | +186 | New |
| 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 |
| M&R Capital Management Inc | 170 | $23.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 162 | $22.0K | 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 |
| Tradition Wealth Management, LLC | 138 | $19.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Benjamin F. Edwards & Company, Inc. | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 106 | $14.0K | 0.00% | +106 | New |