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, Q2 2022
Institutional positions in Evercore Inc. as of Jun 30, 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
- 382
- −15 vs. Q1 2022
- Shares held
- 31.8M
- −1.58M (−4.7%) vs. Q1 2022
- Total value
- $2.98B
- −$731.8M (−19.7%) vs. Q1 2022
- New holders
- 45
- 152 more added
- Sold out
- 60
- 143 more reduced
9 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Disciplined Investments, LLC | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| Steward Financial Group LLC | 8 | $0 | 0.00% | +8 | New |
| Lee Financial Co | 16 | $1.00K | 0.00% | −17−51.5% | Reduced |
| Glassman Wealth Services | 8 | $1.00K | 0.00% | −3−27.3% | Reduced |
| Harbour Investments, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| AdvisorNet Financial, Inc | 7 | $1.00K | 0.00% | +7 | New |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | +6 | New |
| Loomis Sayles & Co L P | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 19 | $2.00K | 0.00% | +3+18.8% | Added |
| Front Row Advisors LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 19 | $2.00K | 0.00% | +11+137.5% | Added |
| MCF Advisors LLC | 21 | $2.00K | 0.00% | +21 | New |
| CVA Family Office, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Central Trust Co | 34 | $3.00K | 0.00% | −52−60.5% | Reduced |
| Sageworth Trust Co of South Dakota | 31 | $3.00K | 0.01% | −47−60.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 37 | $3.00K | 0.00% | +6+19.4% | Added |
| Concord Wealth Partners | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 36 | $3.00K | 0.00% | +10+38.5% | Added |
| JFS Wealth Advisors, LLC | 36 | $3.00K | 0.00% | +17+89.5% | Added |
| Bessemer Group Inc | 46 | $4.00K | 0.00% | −224−83.0% | Reduced |
| Global Financial Private Client, LLC | 44 | $4.14K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 56 | $5.00K | 0.00% | −4−6.7% | Reduced |
| Tradewinds Capital Management, LLC | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 68 | $6.00K | 0.00% | +12+21.4% | Added |
| Heritage Wealth Management, LLC | 67 | $6.27K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 71 | $7.00K | 0.00% | +65+1,083.3% | Added |
| Private Trust Co NA | 76 | $7.00K | 0.00% | +76 | New |
| Ellevest, Inc. | 76 | $7.00K | 0.00% | +76 | New |
| Larson Financial Group LLC | 87 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 90 | $8.00K | 0.00% | +90 | New |
| First Eagle Investment Management, LLC | 95 | $9.00K | 0.00% | −21,086−99.6% | Reduced |
| Stonebridge Capital Advisors LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 92 | $9.00K | 0.00% | +92 | New |
| Brown Brothers Harriman & Co | 112 | $10.0K | 0.00% | +7+6.7% | Added |
| Assetmark, Inc | 119 | $11.0K | 0.00% | −37−23.7% | Reduced |
| Carolinas Wealth Consulting LLC | 116 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 131 | $12.0K | 0.00% | +13+11.0% | Added |
| Tradition Wealth Management, LLC | 138 | $13.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 152 | $14.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 147 | $14.0K | 0.01% | +147 | New |
| MUFG Americas Holdings Corp | 162 | $15.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 170 | $15.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 160 | $15.0K | 0.00% | +160 | New |
| West Oak Capital, LLC | 175 | $16.0K | 0.01% | −125−41.7% | Reduced |
| Piscataqua Savings Bank | 180 | $17.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 189 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 157 | $18.0K | 0.00% | +157 | New |
| Umb Bank N A | 206 | $19.0K | 0.00% | +190+1,187.5% | Added |
| Huntington National Bank | 210 | $20.0K | 0.00% | +145+223.1% | Added |
| Nomura Asset Management Co Ltd | 220 | $20.6K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 269 | $26.0K | 0.01% | +45+20.1% | Added |
| TD Private Client Wealth LLC | 339 | $31.7K | 0.00% | +82+31.9% | Added |
| Harvest Fund Management Co., Ltd | 351 | $33.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 356 | $33.0K | 0.00% | +234+191.8% | Added |
| Atwood & Palmer Inc | 364 | $34.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 378 | $35.0K | 0.00% | +78+26.0% | Added |
| Quent Capital, LLC | 394 | $37.0K | 0.01% | −22−5.3% | Reduced |
| Quadrant Capital Group LLC | 393 | $37.0K | 0.00% | +85+27.6% | Added |
| American Portfolios Advisors | 415 | $38.8K | 0.00% | −80−16.2% | Reduced |
| DekaBank Deutsche Girozentrale | 440 | $42.0K | 0.00% | −11,000−96.2% | Reduced |
| Fieldpoint Private Securities, LLC | 444 | $42.0K | 0.01% | −74−14.3% | Reduced |
| Leonteq Securities AG | 457 | $42.8K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 456 | $43.0K | 0.00% | −3−0.7% | Reduced |
| Signaturefd, LLC | 458 | $43.0K | 0.00% | +337+278.5% | Added |
| Parkside Financial Bank & Trust | 467 | $44.0K | 0.01% | −110−19.1% | Reduced |
| TCI Wealth Advisors, Inc. | 473 | $44.0K | 0.01% | +398+530.7% | Added |
| JJJ Advisors Inc. | 449 | $45.0K | 0.01% | +56+14.2% | Added |
| FourThought Financial, LLC | 660 | $62.0K | 0.01% | +72+12.2% | Added |
| Proequities, Inc. | 695 | $65.0K | 0.01% | −123−15.0% | Reduced |
| Lazard Asset Management LLC | 722 | $67.0K | 0.00% | −12−1.6% | Reduced |
| EverSource Wealth Advisors, LLC | 806 | $75.0K | 0.02% | +806 | New |
| Ci Investments Inc. | 984 | $92.0K | 0.00% | −522−34.7% | Reduced |
| IFP Advisors, Inc | 723 | $92.0K | 0.00% | −499−40.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,000 | $94.0K | 0.00% | −5−0.5% | Reduced |
| State of Wyoming | 1,055 | $99.0K | 0.06% | −970−47.9% | Reduced |
| Covestor Ltd | 1,056 | $99.0K | 0.08% | −256−19.5% | Reduced |
| Arlington Partners LLC | 1,066 | $100.0K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,192 | $112.0K | 0.00% | +868+267.9% | Added |
| Counterpoint Mutual Funds LLC | 1,328 | $124.0K | 0.08% | +1,328 | New |
| First Bank & Trust | 1,466 | $138.0K | 0.04% | +128+9.6% | Added |
| Aquatic Capital Management LLC | 1,600 | $150.0K | 0.05% | +900+128.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,608 | $151.0K | 0.00% | +1,608 | New |
| Meeder Asset Management Inc | 1,683 | $158.0K | 0.01% | +140+9.1% | Added |
| Van Eck Associates Corp | 1,686 | $158.0K | 0.00% | +150+9.8% | Added |
| National Bank of Canada | 1,957 | $183.0K | 0.00% | +57+3.0% | Added |
| Rockefeller Capital Management L.P. | 2,174 | $202.0K | 0.00% | +1,467+207.5% | Added |
| ProShare Advisors LLC | 2,230 | $209.0K | 0.00% | −766−25.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,246 | $210.0K | 0.03% | +2,246 | New |
| CWM Advisors, LLC | 2,264 | $212.0K | 0.03% | −5,769−71.8% | Reduced |
| Spears Abacus Advisors LLC | 2,337 | $219.0K | 0.02% | −5−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 2,437 | $229.0K | 0.00% | −75−3.0% | Reduced |
| Convergence Investment Partners, LLC | 2,474 | $232.0K | 0.14% | +10.0% | Added |
| Tower Research Capital LLC (TRC) | 2,477 | $232.0K | 0.01% | +1,543+165.2% | Added |
| Pictet Asset Management SA | 2,491 | $233.0K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,540 | $238.0K | 0.06% | −223−8.1% | Reduced |
| O'Rourke & Company, Inc | 2,595 | $243.0K | 0.21% | −188−6.8% | Reduced |