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, Q3 2022
Institutional positions in Evercore Inc. as of Sep 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
- 369
- −10 vs. Q2 2022
- Shares held
- 32.3M
- +482.9K (+1.5%) vs. Q2 2022
- Total value
- $2.66B
- −$322.7M (−10.8%) vs. Q2 2022
- New holders
- 41
- 124 more added
- Sold out
- 51
- 156 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gradient Investments LLC | 2 | $0 | 0.00% | +2 | New |
| PSI Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 6 | $0 | 0.00% | +6 | New |
| Tucker Asset Management LLC | 6 | $631 | 0.00% | +6 | New |
| JFS Wealth Advisors, LLC | 14 | $1.00K | 0.00% | −22−61.1% | Reduced |
| Front Row Advisors LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $1.00K | 0.00% | +8+133.3% | Added |
| Disciplined Investments, LLC | 9 | $1.00K | 0.00% | +4+80.0% | Added |
| Farmers & Merchants Investments Inc | 19 | $2.00K | 0.00% | −73−79.3% | Reduced |
| 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 |
| MCF Advisors LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 25 | $2.00K | 0.00% | +6+31.6% | Added |
| Almanack Investment Partners, LLC. | 21 | $2.00K | 0.00% | +21 | New |
| Prestige Wealth Management Group LLC | 21 | $2.00K | 0.00% | +21 | New |
| Center for Financial Planning, Inc. | 22 | $2.00K | 0.00% | +22 | New |
| Central Trust Co | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $3.00K | 0.00% | +15+60.0% | Added |
| Lee Financial Co | 37 | $3.00K | 0.00% | +21+131.3% | Added |
| Glassman Wealth Services | 35 | $3.00K | 0.00% | +27+337.5% | Added |
| Manchester Capital Management LLC | 32 | $3.00K | 0.00% | +32 | New |
| Global Financial Private Client, LLC | 44 | $3.73K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 51 | $4.00K | 0.00% | +15+41.7% | Added |
| Geneos Wealth Management Inc. | 60 | $4.00K | 0.00% | +60 | New |
| Massmutual Trust Co FSB | 65 | $5.00K | 0.00% | −6−8.5% | Reduced |
| Lindbrook Capital, LLC | 61 | $5.00K | 0.00% | −7−10.3% | Reduced |
| SRS Capital Advisors, Inc. | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 76 | $6.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 67 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 88 | $7.00K | 0.00% | +1+1.1% | Added |
| Bessemer Group Inc | 95 | $8.00K | 0.00% | +49+106.5% | Added |
| National Bank of Canada | 114 | $9.00K | 0.00% | −1,843−94.2% | Reduced |
| Brown Brothers Harriman & Co | 112 | $9.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 108 | $9.00K | 0.00% | +8+8.0% | Added |
| Bell Investment Advisors, Inc | 107 | $9.00K | 0.00% | +17+18.9% | Added |
| Ellevest, Inc. | 110 | $9.00K | 0.00% | +34+44.7% | Added |
| Umb Bank N A | 123 | $10.0K | 0.00% | −83−40.3% | Reduced |
| Assetmark, Inc | 119 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 116 | $10.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 128 | $11.0K | 0.00% | −228−64.0% | Reduced |
| Tradition Wealth Management, LLC | 138 | $11.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 136 | $11.0K | 0.01% | +136 | New |
| Simplex Trading, LLC | 162 | $13.0K | 0.00% | −6,146−97.4% | Reduced |
| M&R Capital Management Inc | 170 | $13.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 160 | $13.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 152 | $13.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 119 | $13.0K | 0.00% | −12−9.2% | Reduced |
| Signaturefd, LLC | 165 | $14.0K | 0.00% | −293−64.0% | Reduced |
| West Oak Capital, LLC | 175 | $14.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 180 | $15.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 189 | $16.0K | 0.00% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 199 | $16.0K | 0.00% | +199 | New |
| Huntington National Bank | 210 | $17.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 220 | $18.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 206 | $19.0K | 0.00% | +49+31.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 241 | $20.0K | 0.00% | −137−36.2% | Reduced |
| Ten Capital Wealth Advisors, LLC | 275 | $23.0K | 0.01% | +275 | New |
| Quadrant Capital Group LLC | 319 | $26.0K | 0.00% | −74−18.8% | Reduced |
| FinTrust Capital Advisors, LLC | 285 | $26.0K | 0.01% | +16+5.9% | Added |
| TD Private Client Wealth LLC | 339 | $27.9K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 348 | $29.0K | 0.00% | −125−26.4% | Reduced |
| Harvest Fund Management Co., Ltd | 351 | $29.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 367 | $30.0K | 0.01% | −27−6.9% | Reduced |
| GHP Investment Advisors, Inc. | 364 | $30.0K | 0.00% | +364 | New |
| Wipfli Financial Advisors LLC, | 467 | $38.0K | 0.00% | +467 | New |
| Parkside Financial Bank & Trust | 491 | $41.0K | 0.01% | +24+5.1% | Added |
| Proequities, Inc. | 556 | $46.0K | 0.00% | −139−20.0% | Reduced |
| American Portfolios Advisors | 618 | $50.8K | 0.00% | +203+48.9% | Added |
| FourThought Financial, LLC | 640 | $53.0K | 0.01% | −20−3.0% | Reduced |
| Arlington Partners LLC | 699 | $57.0K | 0.02% | −367−34.4% | Reduced |
| First Horizon Advisors, Inc. | 764 | $63.0K | 0.00% | −428−35.9% | Reduced |
| EverSource Wealth Advisors, LLC | 823 | $68.0K | 0.02% | +17+2.1% | Added |
| Ci Investments Inc. | 956 | $79.0K | 0.00% | −28−2.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,000 | $82.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,029 | $84.0K | 0.00% | +307+42.5% | Added |
| JJJ Advisors Inc. | 1,008 | $87.0K | 0.03% | +559+124.5% | Added |
| Neo Ivy Capital Management | 1,052 | $87.0K | 0.23% | +1,052 | New |
| IFP Advisors, Inc | 722 | $92.0K | 0.00% | −1−0.1% | Reduced |
| Parallel Advisors, LLC | 1,203 | $99.0K | 0.00% | −1,399−53.8% | Reduced |
| Quantbot Technologies LP | 1,341 | $110.0K | 0.01% | +1,341 | New |
| Covestor Ltd | 1,531 | $126.0K | 0.11% | +475+45.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,541 | $127.0K | 0.00% | −67−4.2% | Reduced |
| PEAK6 Investments LLC | 1,635 | $134.0K | 0.00% | −4,534−73.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,687 | $139.0K | 0.00% | +1,650+4,459.5% | Added |
| Acadian Asset Management LLC | 1,777 | $145.0K | 0.00% | +1,777 | New |
| Tower Research Capital LLC (TRC) | 2,033 | $167.0K | 0.00% | −444−17.9% | Reduced |
| The PNC Financial Services Group, Inc. | 2,133 | $175.0K | 0.00% | −304−12.5% | Reduced |
| Van Eck Associates Corp | 2,144 | $176.0K | 0.00% | +458+27.2% | Added |
| Aquatic Capital Management LLC | 2,200 | $181.0K | 0.02% | +600+37.5% | Added |
| State of Wyoming | 2,310 | $190.0K | 0.09% | +1,255+119.0% | Added |
| Itau Unibanco Holding S.A. | 2,447 | $201.0K | 0.01% | +2,447 | New |
| HSBC Holdings PLC | 2,463 | $202.0K | 0.00% | −13,651−84.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 2,470 | $203.0K | 0.00% | −629−20.3% | Reduced |
| Personal Cfo Solutions, LLC | 2,478 | $204.0K | 0.05% | −62−2.4% | Reduced |