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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.

Institutional holdersQ3 2022: 369 institutions
Q1 2021: 411 institutionsQ2 2021: 429 institutionsQ3 2021: 426 institutionsQ4 2021: 439 institutionsQ1 2022: 406 institutionsQ2 2022: 382 institutionsQ3 2022: 369 institutionsQ4 2022: 395 institutionsQ1 2023: 421 institutionsQ2 2023: 400 institutionsQ3 2023: 398 institutionsQ4 2023: 437 institutionsQ1 2024: 474 institutionsQ2 2024: 471 institutionsQ3 2024: 514 institutionsQ4 2024: 584 institutionsQ1 2025: 551 institutionsQ2 2025: 566 institutionsQ3 2025: 629 institutionsQ4 2025: 636 institutionsQ1 2026: 657 institutionsQ2 2026: 714 institutions
Value heldQ3 2022: $2.66B
Q1 2021: $4.93BQ2 2021: $5.03BQ3 2021: $4.64BQ4 2021: $4.67BQ1 2022: $3.78BQ2 2022: $2.98BQ3 2022: $2.66BQ4 2022: $3.58BQ1 2023: $3.75BQ2 2023: $4.14BQ3 2023: $4.59BQ4 2023: $5.70BQ1 2024: $6.47BQ2 2024: $7.04BQ3 2024: $8.41BQ4 2024: $9.23BQ1 2025: $6.87BQ2 2025: $9.65BQ3 2025: $11.7BQ4 2025: $11.9BQ1 2026: $10.5BQ2 2026: $12.2B
Institutions holding EVR and their total value by quarter
QuarterHoldersValue
Q2 2026714$12.2B
Q1 2026657$10.5B
Q4 2025636$11.9B
Q3 2025629$11.7B
Q2 2025566$9.65B
Q1 2025551$6.87B
Q4 2024584$9.23B
Q3 2024514$8.41B
Q2 2024471$7.04B
Q1 2024474$6.47B
Q4 2023437$5.70B
Q3 2023398$4.59B
Q2 2023400$4.14B
Q1 2023421$3.75B
Q4 2022395$3.58B
Q3 2022369$2.66B
Q2 2022382$2.98B
Q1 2022406$3.78B
Q4 2021439$4.67B
Q3 2021426$4.64B
Q2 2021429$5.03B
Q1 2021411$4.93B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q2 2022.

Institutions holding EVR in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Gyon Technologies Capital Management, LP0$00.00%−2,950−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−2,942−100.0%Sold out
Teza Capital Management LLC0$00.00%−2,676−100.0%Sold out
Oak Thistle LLC0$00.00%−2,607−100.0%Sold out
Convergence Investment Partners, LLC0$00.00%−2,474−100.0%Sold out
Spears Abacus Advisors LLC0$00.00%−2,337−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−2,246−100.0%Sold out
ProShare Advisors LLC0$00.00%−2,230−100.0%Sold out
First Bank & Trust0$00.00%−1,466−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−1,328−100.0%Sold out
Prospera Financial Services Inc0$00.00%−456−100.0%Sold out
Leonteq Securities AG0$00.00%−457−100.0%Sold out
DekaBank Deutsche Girozentrale0$00.00%−440−100.0%Sold out
Atwood & Palmer Inc0$00.00%−364−100.0%Sold out
MUFG Americas Holdings Corp0$00.00%−162−100.0%Sold out
First Eagle Investment Management, LLC0$00.00%−95−100.0%Sold out
Concord Wealth Partners0$00.00%−32−100.0%Sold out
Sageworth Trust Co of South Dakota0$00.00%−31−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−7−100.0%Sold out
Steward Financial Group LLC0$00.00%−8−100.0%Sold out
Coldstream Capital Management Inc––––Not filed
Fieldpoint Private Securities, LLC––––Not filed
Private Capital Group, LLC––––Not filed