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 |
|---|---|---|---|---|---|
| Counterpoint Mutual Funds LLC | 1,207 | $131.7K | 0.14% | +1,207 | New |
| Belpointe Asset Management LLC | 1,029 | $112.2K | 0.01% | +1,029 | New |
| Cullen/Frost Bankers, Inc. | 1,000 | $109.1K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 950 | $103.6K | 0.03% | −1,360−58.9% | Reduced |
| EverSource Wealth Advisors, LLC | 928 | $101.2K | 0.02% | +105+12.8% | Added |
| Ci Investments Inc. | 905 | $99.0K | 0.00% | −51−5.3% | Reduced |
| Ronald Blue Trust, Inc. | 993 | $82.0K | 0.00% | +787+382.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 711 | $77.6K | 0.00% | −830−53.9% | Reduced |
| Arlington Partners LLC | 699 | $76.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 497 | $68.0K | 0.00% | −225−31.2% | Reduced |
| Gyon Technologies Capital Management, LP | 614 | $67.0K | 0.03% | +614 | New |
| Parkside Financial Bank & Trust | 553 | $60.3K | 0.02% | +62+12.6% | Added |
| TD Private Client Wealth LLC | 550 | $60.0K | 0.00% | +211+62.2% | Added |
| CWM, LLC | 536 | $58.0K | 0.00% | +408+318.8% | Added |
| Quadrant Capital Group LLC | 521 | $56.8K | 0.01% | +202+63.3% | Added |
| Virtus Fund Advisers, LLC | 476 | $51.9K | 0.37% | +476 | New |
| Industrial Alliance Investment Management Inc. | 471 | $51.0K | 0.00% | +272+136.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 409 | $45.0K | 0.00% | +168+69.7% | Added |
| Harvest Fund Management Co., Ltd | 351 | $38.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 337 | $36.8K | 0.01% | +337 | New |
| GWM Advisors LLC | 327 | $35.2K | 0.00% | +327 | New |
| First Horizon Advisors, Inc. | 306 | $33.4K | 0.00% | −458−59.9% | Reduced |
| FinTrust Capital Advisors, LLC | 285 | $31.1K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 275 | $30.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 264 | $28.8K | 0.00% | −2,223−89.4% | Reduced |
| TCI Wealth Advisors, Inc. | 239 | $26.1K | 0.00% | −109−31.3% | Reduced |
| Nomura Asset Management Co Ltd | 220 | $24.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 189 | $20.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 187 | $20.4K | 0.00% | −23−11.0% | Reduced |
| Piscataqua Savings Bank | 180 | $19.6K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 179 | $19.5K | 0.00% | +128+251.0% | Added |
| West Oak Capital, LLC | 175 | $19.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 170 | $18.5K | 0.00% | +109+178.7% | Added |
| Proequities, Inc. | 170 | $18.5K | 0.00% | −386−69.4% | Reduced |
| M&R Capital Management Inc | 170 | $18.5K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 160 | $17.5K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 139 | $15.0K | 0.00% | +1+0.7% | Added |
| Heritage Wealth Management, LLC | 134 | $14.6K | 0.00% | +67+100.0% | Added |
| Ellevest, Inc. | 128 | $14.0K | 0.00% | +18+16.4% | Added |
| Global Retirement Partners, LLC | 120 | $13.1K | 0.00% | +1+0.8% | Added |
| Umb Bank N A | 118 | $13.0K | 0.00% | −5−4.1% | Reduced |
| Assetmark, Inc | 119 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 118 | $12.9K | 0.00% | +11+10.3% | Added |
| Carolinas Wealth Consulting LLC | 116 | $12.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 152 | $12.5K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 114 | $12.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 113 | $12.3K | 0.00% | −52−31.5% | Reduced |
| Brown Brothers Harriman & Co | 112 | $12.2K | 0.00% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 108 | $11.8K | 0.00% | +108 | New |
| Farther Finance Advisors, LLC | 103 | $11.2K | 0.00% | +103 | New |
| Stonebridge Capital Advisors LLC | 100 | $10.9K | 0.00% | −8−7.4% | Reduced |
| Larson Financial Group LLC | 89 | $9.67K | 0.00% | +1+1.1% | Added |
| First Manhattan Co | 80 | $8.73K | 0.00% | +80 | New |
| Manchester Capital Management LLC | 76 | $8.29K | 0.00% | +44+137.5% | Added |
| Salem Investment Counselors Inc | 75 | $8.18K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 65 | $7.09K | 0.00% | +65 | New |
| Quent Capital, LLC | 61 | $6.73K | 0.00% | −306−83.4% | Reduced |
| Bogart Wealth, LLC | 58 | $6.33K | 0.00% | +58 | New |
| My Personal CFO, LLC | 58 | $6.33K | 0.01% | +58 | New |
| Tradewinds Capital Management, LLC | 55 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 49 | $5.34K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 50 | $5.00K | 0.00% | −15−23.1% | Reduced |
| Global Financial Private Client, LLC | 44 | $4.80K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $4.36K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 40 | $4.36K | 0.00% | +40 | New |
| Cornerstone Planning Group LLC | 33 | $4.06K | 0.00% | +33 | New |
| Central Trust Co | 34 | $3.71K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 32 | $3.49K | 0.00% | +13+68.4% | Added |
| Glassman Wealth Services | 28 | $3.05K | 0.00% | −7−20.0% | Reduced |
| MBM Wealth Consultants, LLC | 26 | $3.00K | 0.00% | +26 | New |
| Schubert & Co | 27 | $2.94K | 0.00% | +2+8.0% | Added |
| Plante Moran Financial Advisors, LLC | 22 | $2.40K | 0.00% | 00.0% | Unchanged |
| 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 |
| JFS Wealth Advisors, LLC | 20 | $2.18K | 0.00% | +6+42.9% | Added |
| Bellevue Asset Management, LLC | 20 | $2.18K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 17 | $1.85K | 0.00% | −2−10.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 14 | $1.53K | 0.00% | +14 | New |
| Glen Eagle Advisors, LLC | 14 | $1.53K | 0.00% | +14 | New |
| Harbour Investments, Inc. | 13 | $1.42K | 0.00% | +5+62.5% | Added |
| Comerica Securities,inc. | 13 | $1.42K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 12 | $1.31K | 0.00% | +6+100.0% | Added |
| Copeland Capital Management, LLC | 10 | $1.00K | 0.00% | −367,288−100.0% | Reduced |
| Disciplined Investments, LLC | 9 | $982 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $982 | 0.00% | +9 | New |
| Tucker Asset Management LLC | 6 | $664 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 6 | $654 | 0.00% | −31−83.8% | Reduced |
| Horan Securities, Inc. | 5 | $545 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 1 | $249 | 0.00% | +1 | New |
| Gradient Investments LLC | 2 | $218 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2 | $218 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 109 | $186 | 0.00% | +109 | New |
| PSI Advisors, LLC | 1 | $109 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −223,472−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −208,332−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −170,725−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −59,964−100.0% | Sold out |