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 |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 364 | $30.0K | 0.00% | +364 | New |
| 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 |
| TD Private Client Wealth LLC | 339 | $27.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ten Capital Wealth Advisors, LLC | 275 | $23.0K | 0.01% | +275 | New |
| Benjamin F. Edwards & Company, Inc. | 241 | $20.0K | 0.00% | −137−36.2% | Reduced |
| Ronald Blue Trust, Inc. | 206 | $19.0K | 0.00% | +49+31.2% | Added |
| Nomura Asset Management Co Ltd | 220 | $18.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 210 | $17.0K | 0.00% | 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 |
| Piscataqua Savings Bank | 180 | $15.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 165 | $14.0K | 0.00% | −293−64.0% | Reduced |
| West Oak Capital, LLC | 175 | $14.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Bessemer Group Inc | 95 | $8.00K | 0.00% | +49+106.5% | Added |
| Larson Financial Group LLC | 88 | $7.00K | 0.00% | +1+1.1% | Added |
| 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 |
| 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 |
| 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 |
| Global Financial Private Client, LLC | 44 | $3.73K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Tucker Asset Management LLC | 6 | $631 | 0.00% | +6 | New |
| 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 |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −201,955−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −82,424−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −62,877−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −48,475−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −48,100−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −31,500−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −30,529−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −28,045−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −23,065−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,880−100.0% | Sold out |
| Mastrapasqua Asset Management Inc | 0 | $0 | 0.00% | −17,090−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,465−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −13,874−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −12,602−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −12,007−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −11,949−100.0% | Sold out |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −10,873−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −8,723−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,990−100.0% | Sold out |
| HN Saltoro Capital, LP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −6,453−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,101−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −5,474−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −5,460−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,373−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −5,174−100.0% | Sold out |
| Balasa Dinverno & Foltz LLC | 0 | $0 | 0.00% | −4,813−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,095−100.0% | Sold out |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −3,965−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,292−100.0% | Sold out |