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, Q1 2022
Institutional positions in Evercore Inc. as of Mar 31, 2022. 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
- 406
- −28 vs. Q4 2021
- Shares held
- 33.9M
- −345.3K (−1.0%) vs. Q4 2021
- Total value
- $3.78B
- −$874.8M (−18.8%) vs. Q4 2021
- New holders
- 49
- 170 more added
- Sold out
- 77
- 142 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Newbridge Financial Services Group, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 8 | $1.00K | 0.00% | +3+60.0% | Added |
| Manchester Capital Management LLC | 12 | $1.00K | 0.00% | +10+500.0% | Added |
| Glassman Wealth Services | 11 | $1.00K | 0.00% | +8+266.7% | Added |
| Prestige Wealth Management Group LLC | 11 | $1.00K | 0.00% | +8+266.7% | Added |
| Massmutual Trust Co FSB | 6 | $1.00K | 0.00% | +6 | New |
| Disciplined Investments, LLC | 6 | $1.00K | 0.00% | +6 | New |
| TCWP LLC | 16 | $1.00K | 0.00% | +16 | New |
| Loomis Sayles & Co L P | 22 | $2.00K | 0.00% | −1,429−98.5% | Reduced |
| Bellevue Asset Management, LLC | 20 | $2.00K | 0.00% | −6−23.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $2.00K | 0.00% | +11+137.5% | Added |
| Cordant, Inc. | 14 | $2.00K | 0.00% | +14 | New |
| Allworth Financial LP | 26 | $3.00K | 0.00% | +12+85.7% | Added |
| Steward Partners Investment Advisory, LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 33 | $4.00K | 0.00% | +19+135.7% | Added |
| Concord Wealth Partners | 32 | $4.00K | 0.00% | +32 | New |
| Global Financial Private Client, LLC | 44 | $4.92K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 41 | $5.00K | 0.00% | +41 | New |
| Lindbrook Capital, LLC | 56 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $6.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 65 | $7.00K | 0.00% | −55−45.8% | Reduced |
| SRS Capital Advisors, Inc. | 60 | $7.00K | 0.00% | −5−7.7% | Reduced |
| Heritage Wealth Management, LLC | 67 | $7.00K | 0.00% | +67 | New |
| TCI Wealth Advisors, Inc. | 75 | $8.00K | 0.00% | −77−50.7% | Reduced |
| Salem Investment Counselors Inc | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 78 | $9.00K | 0.02% | −101−56.4% | Reduced |
| Money Concepts Capital Corp | 81 | $9.00K | 0.00% | +81 | New |
| Central Trust Co | 86 | $10.0K | 0.00% | −190−68.8% | Reduced |
| Larson Financial Group LLC | 87 | $10.0K | 0.00% | +1+1.2% | Added |
| Stonebridge Capital Advisors LLC | 100 | $11.0K | 0.00% | +100 | New |
| Brown Brothers Harriman & Co | 105 | $12.0K | 0.00% | +105 | New |
| Carolinas Wealth Consulting LLC | 116 | $13.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 121 | $13.0K | 0.00% | +25+26.0% | Added |
| Global Retirement Partners, LLC | 118 | $13.0K | 0.00% | +118 | New |
| CWM, LLC | 122 | $14.0K | 0.00% | +118+2,950.0% | Added |
| Tradition Wealth Management, LLC | 138 | $15.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 156 | $17.0K | 0.00% | −66,987−99.8% | Reduced |
| Key Financial Inc | 152 | $17.0K | 0.01% | +77+102.7% | Added |
| M&R Capital Management Inc | 170 | $18.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 162 | $18.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 180 | $20.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 189 | $21.0K | 0.00% | −165−46.6% | Reduced |
| Nomura Asset Management Co Ltd | 220 | $24.5K | 0.00% | +220 | New |
| FinTrust Capital Advisors, LLC | 224 | $25.0K | 0.01% | 00.0% | Unchanged |
| First Quadrant L P | 242 | $27.0K | 0.15% | −1,489−86.0% | Reduced |
| TD Private Client Wealth LLC | 257 | $28.6K | 0.00% | +251+4,183.3% | Added |
| Bessemer Group Inc | 270 | $30.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 274 | $31.0K | 0.00% | −320−53.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 300 | $33.0K | 0.00% | +200+200.0% | Added |
| West Oak Capital, LLC | 300 | $33.0K | 0.01% | +300 | New |
| Quadrant Capital Group LLC | 308 | $34.0K | 0.00% | −27−8.1% | Reduced |
| First Horizon Advisors, Inc. | 324 | $36.0K | 0.00% | −21−6.1% | Reduced |
| Harvest Fund Management Co., Ltd | 351 | $39.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 364 | $41.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 393 | $44.0K | 0.01% | −179−31.3% | Reduced |
| Quent Capital, LLC | 416 | $46.0K | 0.01% | −167−28.6% | Reduced |
| Leonteq Securities AG | 457 | $50.9K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 459 | $51.0K | 0.00% | +459 | New |
| American Portfolios Advisors | 495 | $55.1K | 0.00% | +181+57.6% | Added |
| Fieldpoint Private Securities, LLC | 518 | $58.0K | 0.01% | +121+30.5% | Added |
| Parkside Financial Bank & Trust | 577 | $65.0K | 0.02% | −10−1.7% | Reduced |
| FourThought Financial, LLC | 588 | $65.0K | 0.01% | +61+11.6% | Added |
| Rockefeller Capital Management L.P. | 707 | $78.0K | 0.00% | +175+32.9% | Added |
| Aquatic Capital Management LLC | 700 | $78.0K | 0.12% | +700 | New |
| Lazard Asset Management LLC | 734 | $81.0K | 0.00% | +701+2,124.2% | Added |
| Proequities, Inc. | 818 | $91.0K | 0.01% | −37−4.3% | Reduced |
| Point72 Hong Kong Ltd | 828 | $92.0K | 0.01% | +828 | New |
| Tower Research Capital LLC (TRC) | 934 | $104.0K | 0.00% | −1,220−56.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,005 | $112.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,066 | $119.0K | 0.03% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,264 | $141.0K | 0.00% | +146+13.1% | Added |
| Covestor Ltd | 1,312 | $146.0K | 0.10% | +884+206.5% | Added |
| First Bank & Trust | 1,338 | $149.0K | 0.05% | +147+12.3% | Added |
| PEAK6 Investments LLC | 1,334 | $149.0K | 0.00% | +1,334 | New |
| IFP Advisors, Inc | 1,222 | $151.0K | 0.00% | −19,325−94.1% | Reduced |
| Parallel Advisors, LLC | 1,338 | $153.0K | 0.01% | +131+10.9% | Added |
| Ci Investments Inc. | 1,506 | $168.0K | 0.00% | −227−13.1% | Reduced |
| Van Eck Associates Corp | 1,536 | $171.0K | 0.00% | +271+21.4% | Added |
| Meeder Asset Management Inc | 1,543 | $172.0K | 0.01% | +1,105+252.3% | Added |
| Parametrica Management Ltd | 1,829 | $204.0K | 0.15% | +1,829 | New |
| Change Path, LLC | 1,851 | $206.0K | 0.01% | −317−14.6% | Reduced |
| Kestra Private Wealth Services, LLC | 1,872 | $208.0K | 0.01% | −218−10.4% | Reduced |
| Graham Capital Management, L.P. | 1,884 | $209.0K | 0.01% | −295−13.5% | Reduced |
| National Bank of Canada | 1,900 | $211.0K | 0.00% | −42−2.2% | Reduced |
| Journey Strategic Wealth LLC | 1,915 | $213.0K | 0.02% | +170+9.7% | Added |
| JustInvest LLC | 1,918 | $214.0K | 0.01% | +1,918 | New |
| Ingalls & Snyder LLC | 1,957 | $218.0K | 0.01% | +12+0.6% | Added |
| Utah Retirement Systems | 2,000 | $223.0K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 2,000 | $223.0K | 0.07% | +65+3.4% | Added |
| State of Wyoming | 2,025 | $225.0K | 0.11% | +1,232+155.4% | Added |
| Quantbot Technologies LP | 2,063 | $229.0K | 0.02% | +2,063 | New |
| Rice Hall James & Associates, LLC | 2,074 | $231.0K | 0.01% | −49−2.3% | Reduced |