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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 1,963 | $226.4K | 0.00% | +56+2.9% | Added |
| Belpointe Asset Management LLC | 1,967 | $227.0K | 0.01% | +938+91.2% | Added |
| Commonwealth Equity Services, LLC | 1,979 | $228.0K | 0.00% | −2,261−53.3% | Reduced |
| PFS Investments Inc. | 2,014 | $228.0K | 0.00% | +2,014 | New |
| Utah Retirement Systems | 2,000 | $230.8K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 2,014 | $232.4K | 0.01% | +102+5.3% | Added |
| Vestmark Advisory Solutions, Inc. | 2,014 | $232.4K | 0.01% | +135+7.2% | Added |
| CWM, LLC | 2,066 | $238.0K | 0.00% | +1,530+285.4% | Added |
| Lane & Associates LLC | 2,135 | $246.4K | 0.22% | +2,135 | New |
| HighTower Advisors, LLC | 2,145 | $251.0K | 0.00% | +2,145 | New |
| Hamilton Capital Partners Inc. | 2,197 | $253.5K | 0.09% | −2,010−47.8% | Reduced |
| Intrust Bank NA | 2,218 | $255.9K | 0.03% | +117+5.6% | Added |
| Capula Management Ltd | 2,229 | $257.2K | 0.02% | −4,855−68.5% | Reduced |
| Keybank National Association | 2,249 | $259.5K | 0.00% | +2,249 | New |
| Tremblant Capital Group | 2,267 | $261.6K | 0.03% | +58+2.6% | Added |
| Tudor Investment Corp Et Al | 2,299 | $265.0K | 0.01% | +2,299 | New |
| Baird Financial Group, Inc. | 2,305 | $266.0K | 0.00% | −143−5.8% | Reduced |
| Leuthold Group, LLC | 2,347 | $270.8K | 0.04% | −144−5.8% | Reduced |
| CWM Advisors, LLC | 2,364 | $272.8K | 0.03% | +214+10.0% | Added |
| Yorktown Management & Research Co Inc | 2,375 | $274.0K | 0.30% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 2,421 | $279.3K | 0.14% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,498 | $288.2K | 0.03% | −91−3.5% | Reduced |
| Radnor Capital Management, LLC | 2,595 | $299.0K | 0.08% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 2,614 | $301.6K | 0.00% | +2,614 | New |
| Coldstream Capital Management Inc | 2,674 | $308.5K | 0.01% | +36+1.4% | Added |
| Cetera Investment Advisers | 2,711 | $312.8K | 0.00% | +21+0.8% | Added |
| Flagship Harbor Advisors, LLC | 2,712 | $313.0K | 0.03% | −40−1.5% | Reduced |
| Great Lakes Advisors, LLC | 2,742 | $316.4K | 0.00% | −144−5.0% | Reduced |
| O'Rourke & Company, Inc | 2,752 | $317.0K | 0.24% | +41+1.5% | Added |
| Nebula Research & Development LLC | 2,776 | $320.3K | 0.57% | +2,776 | New |
| DFPG Investments, LLC | 2,802 | $323.3K | 0.03% | +385+15.9% | Added |
| Segall Bryant & Hamill, LLC | 2,920 | $336.0K | 0.00% | +845+40.7% | Added |
| Graham Capital Management, L.P. | 2,955 | $340.9K | 0.01% | +2,955 | New |
| Maryland State Retirement & Pension System | 3,021 | $348.6K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3,049 | $351.8K | 0.02% | +114+3.9% | Added |
| Twinbeech Capital LP | 3,063 | $353.4K | 0.01% | +3,063 | New |
| Summit Global Investments | 3,201 | $369.0K | 0.03% | +3,201 | New |
| Dakota Wealth Management | 3,208 | $370.1K | 0.02% | +156+5.1% | Added |
| Securian Asset Management, Inc | 3,288 | $379.4K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 3,298 | $380.5K | 0.02% | −627−16.0% | Reduced |
| Virginia Retirement Systems Et Al | 3,300 | $380.8K | 0.00% | +3,300 | New |
| Laffer Tengler Investments | 3,377 | $389.6K | 0.11% | −127−3.6% | Reduced |
| Pitcairn Co | 3,392 | $391.4K | 0.04% | −97−2.8% | Reduced |
| Mercer Global Advisors Inc | 3,523 | $406.0K | 0.00% | −129−3.5% | Reduced |
| M&T Bank Corp | 3,531 | $407.4K | 0.00% | −88−2.4% | Reduced |
| Miller Howard Investments Inc | 3,559 | $410.6K | 0.01% | +3,559 | New |
| Mariner, LLC | 3,559 | $411.0K | 0.00% | +761+27.2% | Added |
| We Are One Seven, LLC | 3,564 | $411.2K | 0.03% | −262−6.8% | Reduced |
| FORA Capital, LLC | 3,708 | $427.8K | 0.04% | +3,708 | New |
| Tower Research Capital LLC (TRC) | 3,733 | $430.0K | 0.01% | +2,160+137.3% | Added |
| AdvisorShares Investments LLC | 3,759 | $433.7K | 0.14% | −41−1.1% | Reduced |
| APG Asset Management N.V. | 4,100 | $435.4K | 0.00% | +4,100 | New |
| Integrated Advisors Network LLC | 3,833 | $442.2K | 0.03% | +3,833 | New |
| LPL Financial LLC | 3,834 | $442.4K | 0.00% | +161+4.4% | Added |
| Public Employees Retirement Association of Colorado | 3,882 | $448.0K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 4,071 | $469.7K | 0.58% | 00.0% | Unchanged |
| MML Investors Services, LLC | 4,097 | $473.0K | 0.00% | −637−13.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,128 | $476.0K | 0.20% | +4,128 | New |
| New York Life Investment Management LLC | 4,220 | $486.9K | 0.01% | +4,220 | New |
| Shell Asset Management Co | 4,223 | $487.0K | 0.02% | −15−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,302 | $496.3K | 0.00% | −143−3.2% | Reduced |
| Pictet Asset Management SA | 4,304 | $496.6K | 0.00% | −401−8.5% | Reduced |
| Spears Abacus Advisors LLC | 4,314 | $497.7K | 0.04% | −20−0.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,428 | $511.0K | 0.05% | +4,428 | New |
| Sit Investment Associates Inc | 4,450 | $513.0K | 0.01% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 4,537 | $523.5K | 0.12% | 00.0% | Unchanged |
| Prana Capital Management, LP | 4,641 | $535.5K | 0.05% | +4,641 | New |
| Cornerstone Investment Partners, LLC | 4,654 | $537.0K | 0.04% | −7−0.2% | Reduced |
| Cipher Capital LP | 4,724 | $545.1K | 0.10% | +4,724 | New |
| Xponance, Inc. | 4,766 | $549.9K | 0.01% | +17+0.4% | Added |
| Angeles Wealth Management, LLC | 4,793 | $553.0K | 0.08% | 00.0% | Unchanged |
| JustInvest LLC | 4,817 | $555.8K | 0.02% | +847+21.3% | Added |
| Pathstone Family Office, LLC | 4,850 | $559.6K | 0.01% | −246−4.8% | Reduced |
| PEAK6 Investments LLC | 4,868 | $561.7K | 0.04% | −4,287−46.8% | Reduced |
| Oak Thistle LLC | 4,899 | $565.2K | 0.33% | +4,899 | New |
| Wambolt & Associates, LLC | 4,957 | $572.6K | 0.20% | +544+12.3% | Added |
| Captrust Financial Advisors | 5,082 | $586.4K | 0.00% | −332−6.1% | Reduced |
| Engineers Gate Manager LP | 5,107 | $589.2K | 0.02% | +356+7.5% | Added |
| CI Private Wealth, LLC | 5,127 | $591.5K | 0.00% | +929+22.1% | Added |
| HGK Asset Management Inc | 5,161 | $595.0K | 0.18% | −50−1.0% | Reduced |
| Crossmark Global Holdings, Inc. | 5,196 | $599.0K | 0.01% | +1,100+26.9% | Added |
| Handelsbanken Fonder AB | 5,237 | $604.0K | 0.00% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 5,274 | $609.0K | 0.00% | −155,286−96.7% | Reduced |
| Federated Hermes, Inc. | 5,370 | $619.6K | 0.00% | +390+7.8% | Added |
| Nations Financial Group Inc, | 5,434 | $627.0K | 0.07% | +213+4.1% | Added |
| Acrisure Capital Management, LLC | 5,580 | $643.8K | 0.65% | +2,421+76.6% | Added |
| Deltec Asset Management LLC | 5,760 | $664.6K | 0.16% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 5,780 | $666.0K | 0.01% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 5,780 | $666.9K | 0.37% | −71−1.2% | Reduced |
| Swedbank AB | 5,800 | $669.2K | 0.00% | 00.0% | Unchanged |
| Amundi | 5,924 | $671.2K | 0.00% | +5,924 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,819 | $671.4K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,912 | $682.1K | 0.01% | +110+1.9% | Added |
| Legacy Wealth Asset Management, LLC | 5,947 | $686.2K | 0.25% | −704−10.6% | Reduced |
| Zions Bancorporation, N.A. | 6,004 | $692.7K | 0.06% | +2,500+71.3% | Added |
| SG Americas Securities, LLC | 6,055 | $699.0K | 0.01% | −450−6.9% | Reduced |
| ExodusPoint Capital Management, LP | 6,064 | $700.0K | 0.01% | +3,904+180.7% | Added |
| Inceptionr LLC | 6,170 | $711.9K | 0.23% | +6,170 | New |
| BancorpSouth Bank | 6,326 | $729.9K | 0.07% | −88−1.4% | Reduced |
| ClariVest Asset Management LLC | 6,376 | $735.0K | 0.03% | +6,376 | New |