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 |
|---|---|---|---|---|---|
| Spears Abacus Advisors LLC | 2,342 | $261.0K | 0.02% | +2,342 | New |
| Algert Global LLC | 2,319 | $258.0K | 0.02% | +2,319 | New |
| Delphia (USA) Inc. | 2,280 | $254.0K | 0.19% | +2,280 | New |
| Teza Capital Management LLC | 2,256 | $251.0K | 0.09% | +2,256 | New |
| Dynamic Advisor Solutions LLC | 2,140 | $238.0K | 0.02% | +25+1.2% | Added |
| Shelton Capital Management | 2,101 | $234.0K | 0.01% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 2,074 | $231.0K | 0.01% | −49−2.3% | Reduced |
| Quantbot Technologies LP | 2,063 | $229.0K | 0.02% | +2,063 | New |
| State of Wyoming | 2,025 | $225.0K | 0.11% | +1,232+155.4% | 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 |
| Ingalls & Snyder LLC | 1,957 | $218.0K | 0.01% | +12+0.6% | Added |
| JustInvest LLC | 1,918 | $214.0K | 0.01% | +1,918 | New |
| Journey Strategic Wealth LLC | 1,915 | $213.0K | 0.02% | +170+9.7% | Added |
| National Bank of Canada | 1,900 | $211.0K | 0.00% | −42−2.2% | Reduced |
| Graham Capital Management, L.P. | 1,884 | $209.0K | 0.01% | −295−13.5% | Reduced |
| Kestra Private Wealth Services, LLC | 1,872 | $208.0K | 0.01% | −218−10.4% | Reduced |
| Change Path, LLC | 1,851 | $206.0K | 0.01% | −317−14.6% | Reduced |
| Parametrica Management Ltd | 1,829 | $204.0K | 0.15% | +1,829 | New |
| Meeder Asset Management Inc | 1,543 | $172.0K | 0.01% | +1,105+252.3% | Added |
| Van Eck Associates Corp | 1,536 | $171.0K | 0.00% | +271+21.4% | Added |
| Ci Investments Inc. | 1,506 | $168.0K | 0.00% | −227−13.1% | Reduced |
| Parallel Advisors, LLC | 1,338 | $153.0K | 0.01% | +131+10.9% | Added |
| IFP Advisors, Inc | 1,222 | $151.0K | 0.00% | −19,325−94.1% | Reduced |
| 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 |
| Covestor Ltd | 1,312 | $146.0K | 0.10% | +884+206.5% | Added |
| Altshuler Shaham Ltd | 1,264 | $141.0K | 0.00% | +146+13.1% | Added |
| Arlington Partners LLC | 1,066 | $119.0K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,005 | $112.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 934 | $104.0K | 0.00% | −1,220−56.6% | Reduced |
| Point72 Hong Kong Ltd | 828 | $92.0K | 0.01% | +828 | New |
| Proequities, Inc. | 818 | $91.0K | 0.01% | −37−4.3% | Reduced |
| Lazard Asset Management LLC | 734 | $81.0K | 0.00% | +701+2,124.2% | 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 |
| 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 |
| Fieldpoint Private Securities, LLC | 518 | $58.0K | 0.01% | +121+30.5% | Added |
| American Portfolios Advisors | 495 | $55.1K | 0.00% | +181+57.6% | Added |
| Prospera Financial Services Inc | 459 | $51.0K | 0.00% | +459 | New |
| Leonteq Securities AG | 457 | $50.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 416 | $46.0K | 0.01% | −167−28.6% | Reduced |
| JJJ Advisors Inc. | 393 | $44.0K | 0.01% | −179−31.3% | Reduced |
| Atwood & Palmer Inc | 364 | $41.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 351 | $39.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 324 | $36.0K | 0.00% | −21−6.1% | Reduced |
| Quadrant Capital Group LLC | 308 | $34.0K | 0.00% | −27−8.1% | 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 |
| Walleye Trading LLC | 274 | $31.0K | 0.00% | −320−53.9% | Reduced |
| Bessemer Group Inc | 270 | $30.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 257 | $28.6K | 0.00% | +251+4,183.3% | Added |
| First Quadrant L P | 242 | $27.0K | 0.15% | −1,489−86.0% | Reduced |
| FinTrust Capital Advisors, LLC | 224 | $25.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 220 | $24.5K | 0.00% | +220 | New |
| Clearstead Advisors, LLC | 189 | $21.0K | 0.00% | −165−46.6% | Reduced |
| Piscataqua Savings Bank | 180 | $20.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Assetmark, Inc | 156 | $17.0K | 0.00% | −66,987−99.8% | Reduced |
| Key Financial Inc | 152 | $17.0K | 0.01% | +77+102.7% | Added |
| Tradition Wealth Management, LLC | 138 | $15.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 122 | $14.0K | 0.00% | +118+2,950.0% | Added |
| 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 |
| Brown Brothers Harriman & Co | 105 | $12.0K | 0.00% | +105 | New |
| Stonebridge Capital Advisors LLC | 100 | $11.0K | 0.00% | +100 | 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 |
| 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 |
| 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 |
| 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 |
| Lindbrook Capital, LLC | 56 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $6.00K | 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 |
| Global Financial Private Client, LLC | 44 | $4.92K | 0.00% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 26 | $3.00K | 0.00% | +12+85.7% | Added |
| 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 |
| 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 |