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, Q1 2023
Institutional positions in Evercore Inc. as of Mar 31, 2023. 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
- 421
- +31 vs. Q4 2022
- Shares held
- 32.6M
- −98.5K (−0.3%) vs. Q4 2022
- Total value
- $3.75B
- +$180.4M (+5.0%) vs. Q4 2022
- New holders
- 71
- 139 more added
- Sold out
- 40
- 140 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 115 | $1 | 0.00% | +6+5.5% | Added |
| PSI Advisors, LLC | 1 | $115 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $231 | 0.00% | +1+100.0% | Added |
| Gradient Investments LLC | 2 | $231 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2 | $231 | 0.00% | +2 | New |
| Tucker Asset Management LLC | 5 | $577 | 0.00% | −1−16.7% | Reduced |
| GWM Advisors LLC | 5 | $602 | 0.00% | −322−98.5% | Reduced |
| Disciplined Investments, LLC | 9 | $1.04K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $1.15K | 0.00% | +10 | New |
| AdvisorNet Financial, Inc | 11 | $1.27K | 0.00% | +2+22.2% | Added |
| Ameritas Advisory Services, LLC | 12 | $1.42K | 0.00% | +12 | New |
| Moisand Fitzgerald Tamayo, LLC | 14 | $1.62K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $1.62K | 0.00% | +2+16.7% | Added |
| Farmers & Merchants Investments Inc | 17 | $1.96K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 18 | $2.08K | 0.00% | +18 | New |
| Bellevue Asset Management, LLC | 20 | $2.31K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 21 | $2.42K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $2.42K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 21 | $2.42K | 0.00% | +21 | New |
| Plante Moran Financial Advisors, LLC | 22 | $2.54K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 22 | $2.54K | 0.00% | +22 | New |
| Versant Capital Management, Inc | 24 | $2.77K | 0.00% | +24 | New |
| Steward Financial Group LLC | 33 | $3.00K | 0.00% | +33 | New |
| Baystate Wealth Management LLC | 27 | $3.12K | 0.00% | +27 | New |
| Glassman Wealth Services | 28 | $3.23K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $3.23K | 0.00% | +8+40.0% | Added |
| Schubert & Co | 30 | $3.46K | 0.00% | +3+11.1% | Added |
| Lee Financial Co | 33 | $3.81K | 0.00% | +27+450.0% | Added |
| Central Trust Co | 34 | $3.92K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 41 | $4.32K | 0.00% | −456−91.8% | Reduced |
| CVA Family Office, LLC | 40 | $4.62K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 44 | $5.08K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 49 | $5.65K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 49 | $5.65K | 0.00% | +49 | New |
| Tradewinds Capital Management, LLC | 55 | $6.35K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 62 | $7.14K | 0.00% | +1+1.6% | Added |
| RFP Financial Group LLC | 65 | $7.50K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 75 | $8.65K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 76 | $8.77K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 80 | $9.23K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 82 | $9.46K | 0.00% | −255−75.7% | Reduced |
| Signaturefd, LLC | 84 | $9.69K | 0.00% | −29−25.7% | Reduced |
| Loomis Sayles & Co L P | 85 | $10.0K | 0.00% | +85 | New |
| Larson Financial Group LLC | 89 | $10.3K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 100 | $11.5K | 0.01% | +100 | New |
| Farther Finance Advisors, LLC | 103 | $11.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 104 | $12.0K | 0.00% | +54+108.0% | Added |
| Brown Brothers Harriman & Co | 112 | $12.9K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 116 | $13.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 118 | $13.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 118 | $13.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 126 | $14.5K | 0.00% | +7+5.9% | Added |
| Ellevest, Inc. | 136 | $15.7K | 0.00% | +8+6.3% | Added |
| Tradition Wealth Management, LLC | 140 | $16.0K | 0.00% | +1+0.7% | Added |
| Key Financial Inc | 152 | $17.5K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 160 | $18.5K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 170 | $19.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 170 | $19.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 175 | $20.2K | 0.00% | +5+2.9% | Added |
| West Oak Capital, LLC | 175 | $20.2K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 180 | $20.8K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 189 | $21.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 201 | $23.2K | 0.00% | +14+7.5% | Added |
| Nomura Asset Management Co Ltd | 220 | $25.4K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 239 | $27.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 239 | $27.6K | 0.00% | +60+33.5% | Added |
| FinTrust Capital Advisors, LLC | 285 | $31.1K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 275 | $31.7K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 318 | $36.0K | 0.00% | −4,089−92.8% | Reduced |
| First Horizon Advisors, Inc. | 343 | $39.6K | 0.00% | +37+12.1% | Added |
| Harvest Fund Management Co., Ltd | 351 | $40.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 388 | $41.8K | 0.00% | +268+223.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 409 | $47.0K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 476 | $54.9K | 0.39% | 00.0% | Unchanged |
| Citadel Advisors LLC | 504 | $58.2K | 0.00% | −103,375−99.5% | Reduced |
| Simplex Trading, LLC | 515 | $59.0K | 0.00% | +515 | New |
| Covestor Ltd | 516 | $60.0K | 0.05% | −1,089−67.9% | Reduced |
| Quadrant Capital Group LLC | 521 | $60.1K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 589 | $68.0K | 0.00% | +39+7.1% | Added |
| Parkside Financial Bank & Trust | 628 | $72.5K | 0.02% | +75+13.6% | Added |
| Arlington Partners LLC | 699 | $80.7K | 0.01% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 731 | $84.3K | 0.05% | +731 | New |
| State of Wyoming | 791 | $91.3K | 0.03% | −159−16.7% | Reduced |
| Ci Investments Inc. | 910 | $105.0K | 0.00% | +5+0.6% | Added |
| Counterpoint Mutual Funds LLC | 935 | $107.9K | 0.09% | −272−22.5% | Reduced |
| EverSource Wealth Advisors, LLC | 946 | $109.2K | 0.01% | +18+1.9% | Added |
| Cullen/Frost Bankers, Inc. | 1,000 | $115.4K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1,389 | $160.0K | 0.00% | −463−25.0% | Reduced |
| Parallel Advisors, LLC | 1,445 | $166.8K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,426 | $172.3K | 0.05% | −68−4.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,745 | $190.0K | 0.00% | +752+75.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,717 | $198.1K | 0.00% | −61−3.4% | Reduced |
| Kapitalo Investimentos Ltda | 1,750 | $201.9K | 0.07% | +1,750 | New |
| Greenleaf Trust | 1,767 | $203.9K | 0.00% | +1,767 | New |
| Cetera Advisor Networks LLC | 1,775 | $204.8K | 0.00% | +1,775 | New |
| First Bank & Trust | 1,787 | $206.2K | 0.05% | +1,787 | New |
| Shelton Capital Management | 1,844 | $212.8K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,877 | $216.6K | 0.05% | −8−0.4% | Reduced |
| Duality Advisers, LP | 1,884 | $217.4K | 0.02% | −590−23.8% | Reduced |