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, Q4 2022
Institutional positions in Evercore Inc. as of Dec 31, 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
- 395
- +31 vs. Q3 2022
- Shares held
- 32.8M
- +670.2K (+2.1%) vs. Q3 2022
- Total value
- $3.58B
- +$932.2M (+35.1%) vs. Q3 2022
- New holders
- 74
- 112 more added
- Sold out
- 43
- 152 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 1 | $109 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 109 | $186 | 0.00% | +109 | New |
| Gradient Investments LLC | 2 | $218 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2 | $218 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 1 | $249 | 0.00% | +1 | New |
| Horan Securities, Inc. | 5 | $545 | 0.00% | +5 | New |
| Lee Financial Co | 6 | $654 | 0.00% | −31−83.8% | Reduced |
| Tucker Asset Management LLC | 6 | $664 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $982 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $982 | 0.00% | +9 | New |
| Copeland Capital Management, LLC | 10 | $1.00K | 0.00% | −367,288−100.0% | Reduced |
| SJS Investment Consulting Inc. | 12 | $1.31K | 0.00% | +6+100.0% | Added |
| Harbour Investments, Inc. | 13 | $1.42K | 0.00% | +5+62.5% | Added |
| Comerica Securities,inc. | 13 | $1.42K | 0.00% | +13 | New |
| Moisand Fitzgerald Tamayo, LLC | 14 | $1.53K | 0.00% | +14 | New |
| Glen Eagle Advisors, LLC | 14 | $1.53K | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 17 | $1.85K | 0.00% | −2−10.5% | Reduced |
| Front Row Advisors LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 20 | $2.18K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $2.18K | 0.00% | +6+42.9% | Added |
| MCF Advisors LLC | 21 | $2.29K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $2.29K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 21 | $2.29K | 0.00% | +21 | New |
| Plante Moran Financial Advisors, LLC | 22 | $2.40K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 27 | $2.94K | 0.00% | +2+8.0% | Added |
| MBM Wealth Consultants, LLC | 26 | $3.00K | 0.00% | +26 | New |
| Glassman Wealth Services | 28 | $3.05K | 0.00% | −7−20.0% | Reduced |
| Aua Capital Management, LLC | 32 | $3.49K | 0.00% | +13+68.4% | Added |
| Central Trust Co | 34 | $3.71K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 33 | $4.06K | 0.00% | +33 | New |
| CVA Family Office, LLC | 40 | $4.36K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 40 | $4.36K | 0.00% | +40 | New |
| Global Financial Private Client, LLC | 44 | $4.80K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 50 | $5.00K | 0.00% | −15−23.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 49 | $5.34K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 58 | $6.33K | 0.00% | +58 | New |
| My Personal CFO, LLC | 58 | $6.33K | 0.01% | +58 | New |
| Quent Capital, LLC | 61 | $6.73K | 0.00% | −306−83.4% | Reduced |
| RFP Financial Group LLC | 65 | $7.09K | 0.00% | +65 | New |
| Salem Investment Counselors Inc | 75 | $8.18K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 76 | $8.29K | 0.00% | +44+137.5% | Added |
| First Manhattan Co | 80 | $8.73K | 0.00% | +80 | New |
| Larson Financial Group LLC | 89 | $9.67K | 0.00% | +1+1.1% | Added |
| Stonebridge Capital Advisors LLC | 100 | $10.9K | 0.00% | −8−7.4% | Reduced |
| Farther Finance Advisors, LLC | 103 | $11.2K | 0.00% | +103 | New |
| One Wealth Advisors, LLC | 108 | $11.8K | 0.00% | +108 | New |
| Brown Brothers Harriman & Co | 112 | $12.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 113 | $12.3K | 0.00% | −52−31.5% | Reduced |
| National Bank of Canada | 114 | $12.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 152 | $12.5K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 116 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 118 | $12.9K | 0.00% | +11+10.3% | Added |
| Assetmark, Inc | 119 | $13.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 118 | $13.0K | 0.00% | −5−4.1% | Reduced |
| Global Retirement Partners, LLC | 120 | $13.1K | 0.00% | +1+0.8% | Added |
| Ellevest, Inc. | 128 | $14.0K | 0.00% | +18+16.4% | Added |
| Heritage Wealth Management, LLC | 134 | $14.6K | 0.00% | +67+100.0% | Added |
| Tradition Wealth Management, LLC | 139 | $15.0K | 0.00% | +1+0.7% | Added |
| Crewe Advisors LLC | 160 | $17.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 170 | $18.5K | 0.00% | −386−69.4% | Reduced |
| M&R Capital Management Inc | 170 | $18.5K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 170 | $18.5K | 0.00% | +109+178.7% | Added |
| West Oak Capital, LLC | 175 | $19.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 179 | $19.5K | 0.00% | +128+251.0% | Added |
| Piscataqua Savings Bank | 180 | $19.6K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 187 | $20.4K | 0.00% | −23−11.0% | Reduced |
| Clearstead Advisors, LLC | 189 | $20.6K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 220 | $24.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 239 | $26.1K | 0.00% | −109−31.3% | Reduced |
| Meeder Asset Management Inc | 264 | $28.8K | 0.00% | −2,223−89.4% | Reduced |
| Ten Capital Wealth Advisors, LLC | 275 | $30.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 285 | $31.1K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 306 | $33.4K | 0.00% | −458−59.9% | Reduced |
| GWM Advisors LLC | 327 | $35.2K | 0.00% | +327 | New |
| Duncker Streett & Co Inc | 337 | $36.8K | 0.01% | +337 | New |
| Harvest Fund Management Co., Ltd | 351 | $38.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 409 | $45.0K | 0.00% | +168+69.7% | Added |
| Industrial Alliance Investment Management Inc. | 471 | $51.0K | 0.00% | +272+136.7% | Added |
| Virtus Fund Advisers, LLC | 476 | $51.9K | 0.37% | +476 | New |
| Quadrant Capital Group LLC | 521 | $56.8K | 0.01% | +202+63.3% | Added |
| CWM, LLC | 536 | $58.0K | 0.00% | +408+318.8% | Added |
| TD Private Client Wealth LLC | 550 | $60.0K | 0.00% | +211+62.2% | Added |
| Parkside Financial Bank & Trust | 553 | $60.3K | 0.02% | +62+12.6% | Added |
| Gyon Technologies Capital Management, LP | 614 | $67.0K | 0.03% | +614 | New |
| IFP Advisors, Inc | 497 | $68.0K | 0.00% | −225−31.2% | Reduced |
| Arlington Partners LLC | 699 | $76.2K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 711 | $77.6K | 0.00% | −830−53.9% | Reduced |
| Ronald Blue Trust, Inc. | 993 | $82.0K | 0.00% | +787+382.0% | Added |
| Ci Investments Inc. | 905 | $99.0K | 0.00% | −51−5.3% | Reduced |
| EverSource Wealth Advisors, LLC | 928 | $101.2K | 0.02% | +105+12.8% | Added |
| State of Wyoming | 950 | $103.6K | 0.03% | −1,360−58.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,000 | $109.1K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,029 | $112.2K | 0.01% | +1,029 | New |
| Counterpoint Mutual Funds LLC | 1,207 | $131.7K | 0.14% | +1,207 | New |
| Acadian Asset Management LLC | 1,415 | $154.0K | 0.00% | −362−20.4% | Reduced |
| Parallel Advisors, LLC | 1,445 | $157.7K | 0.01% | +242+20.1% | Added |
| Tower Research Capital LLC (TRC) | 1,573 | $171.0K | 0.01% | −460−22.6% | Reduced |
| Covestor Ltd | 1,605 | $175.0K | 0.14% | +74+4.8% | Added |
| JJJ Advisors Inc. | 1,494 | $191.5K | 0.05% | +486+48.2% | Added |