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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 1,192 | $112.0K | 0.00% | +868+267.9% | Added |
| Arlington Partners LLC | 1,066 | $100.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Cullen/Frost Bankers, Inc. | 1,000 | $94.0K | 0.00% | −5−0.5% | Reduced |
| Ci Investments Inc. | 984 | $92.0K | 0.00% | −522−34.7% | Reduced |
| IFP Advisors, Inc | 723 | $92.0K | 0.00% | −499−40.8% | Reduced |
| EverSource Wealth Advisors, LLC | 806 | $75.0K | 0.02% | +806 | New |
| Lazard Asset Management LLC | 722 | $67.0K | 0.00% | −12−1.6% | Reduced |
| Proequities, Inc. | 695 | $65.0K | 0.01% | −123−15.0% | Reduced |
| FourThought Financial, LLC | 660 | $62.0K | 0.01% | +72+12.2% | Added |
| JJJ Advisors Inc. | 449 | $45.0K | 0.01% | +56+14.2% | 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 |
| Prospera Financial Services Inc | 456 | $43.0K | 0.00% | −3−0.7% | Reduced |
| Signaturefd, LLC | 458 | $43.0K | 0.00% | +337+278.5% | Added |
| Leonteq Securities AG | 457 | $42.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| American Portfolios Advisors | 415 | $38.8K | 0.00% | −80−16.2% | Reduced |
| 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 |
| Benjamin F. Edwards & Company, Inc. | 378 | $35.0K | 0.00% | +78+26.0% | Added |
| Atwood & Palmer Inc | 364 | $34.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 351 | $33.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 356 | $33.0K | 0.00% | +234+191.8% | Added |
| TD Private Client Wealth LLC | 339 | $31.7K | 0.00% | +82+31.9% | Added |
| FinTrust Capital Advisors, LLC | 269 | $26.0K | 0.01% | +45+20.1% | Added |
| Nomura Asset Management Co Ltd | 220 | $20.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 210 | $20.0K | 0.00% | +145+223.1% | Added |
| Umb Bank N A | 206 | $19.0K | 0.00% | +190+1,187.5% | Added |
| Clearstead Advisors, LLC | 189 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 157 | $18.0K | 0.00% | +157 | New |
| Piscataqua Savings Bank | 180 | $17.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 175 | $16.0K | 0.01% | −125−41.7% | Reduced |
| 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 |
| Key Financial Inc | 152 | $14.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 147 | $14.0K | 0.01% | +147 | New |
| Tradition Wealth Management, LLC | 138 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 131 | $12.0K | 0.00% | +13+11.0% | Added |
| Assetmark, Inc | 119 | $11.0K | 0.00% | −37−23.7% | Reduced |
| Carolinas Wealth Consulting LLC | 116 | $11.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 112 | $10.0K | 0.00% | +7+6.7% | Added |
| 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 |
| Larson Financial Group LLC | 87 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 90 | $8.00K | 0.00% | +90 | New |
| 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 |
| Heritage Wealth Management, LLC | 67 | $6.27K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 68 | $6.00K | 0.00% | +12+21.4% | Added |
| 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 |
| Global Financial Private Client, LLC | 44 | $4.14K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 46 | $4.00K | 0.00% | −224−83.0% | Reduced |
| 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 |
| 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 |
| 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 |
| Disciplined Investments, LLC | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| Steward Financial Group LLC | 8 | $0 | 0.00% | +8 | New |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −190,812−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −148,291−100.0% | Sold out |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −115,583−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −76,361−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −69,179−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −61,014−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −56,343−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −35,087−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −22,554−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −13,557−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −11,338−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −10,830−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −8,648−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −7,996−100.0% | Sold out |
| Montecito Bank & Trust | 0 | $0 | 0.00% | −5,356−100.0% | Sold out |