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 |
|---|---|---|---|---|---|
| Argonautica Private Wealth Management, Inc | 2,421 | $279.3K | 0.14% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 2,375 | $274.0K | 0.30% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,364 | $272.8K | 0.03% | +214+10.0% | Added |
| Leuthold Group, LLC | 2,347 | $270.8K | 0.04% | −144−5.8% | Reduced |
| Baird Financial Group, Inc. | 2,305 | $266.0K | 0.00% | −143−5.8% | Reduced |
| Tudor Investment Corp Et Al | 2,299 | $265.0K | 0.01% | +2,299 | New |
| Tremblant Capital Group | 2,267 | $261.6K | 0.03% | +58+2.6% | Added |
| Keybank National Association | 2,249 | $259.5K | 0.00% | +2,249 | New |
| Capula Management Ltd | 2,229 | $257.2K | 0.02% | −4,855−68.5% | Reduced |
| Intrust Bank NA | 2,218 | $255.9K | 0.03% | +117+5.6% | Added |
| Hamilton Capital Partners Inc. | 2,197 | $253.5K | 0.09% | −2,010−47.8% | Reduced |
| HighTower Advisors, LLC | 2,145 | $251.0K | 0.00% | +2,145 | New |
| Lane & Associates LLC | 2,135 | $246.4K | 0.22% | +2,135 | New |
| CWM, LLC | 2,066 | $238.0K | 0.00% | +1,530+285.4% | Added |
| 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 |
| Utah Retirement Systems | 2,000 | $230.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| Belpointe Asset Management LLC | 1,967 | $227.0K | 0.01% | +938+91.2% | Added |
| The PNC Financial Services Group, Inc. | 1,963 | $226.4K | 0.00% | +56+2.9% | Added |
| Duality Advisers, LP | 1,884 | $217.4K | 0.02% | −590−23.8% | Reduced |
| Paragon Capital Management Ltd | 1,877 | $216.6K | 0.05% | −8−0.4% | Reduced |
| Shelton Capital Management | 1,844 | $212.8K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 1,787 | $206.2K | 0.05% | +1,787 | New |
| Cetera Advisor Networks LLC | 1,775 | $204.8K | 0.00% | +1,775 | New |
| Greenleaf Trust | 1,767 | $203.9K | 0.00% | +1,767 | New |
| Kapitalo Investimentos Ltda | 1,750 | $201.9K | 0.07% | +1,750 | New |
| Steward Partners Investment Advisory, LLC | 1,717 | $198.1K | 0.00% | −61−3.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,745 | $190.0K | 0.00% | +752+75.7% | Added |
| JJJ Advisors Inc. | 1,426 | $172.3K | 0.05% | −68−4.6% | Reduced |
| Parallel Advisors, LLC | 1,445 | $166.8K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1,389 | $160.0K | 0.00% | −463−25.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,000 | $115.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 946 | $109.2K | 0.01% | +18+1.9% | Added |
| Counterpoint Mutual Funds LLC | 935 | $107.9K | 0.09% | −272−22.5% | Reduced |
| Ci Investments Inc. | 910 | $105.0K | 0.00% | +5+0.6% | Added |
| State of Wyoming | 791 | $91.3K | 0.03% | −159−16.7% | Reduced |
| Fortis Capital Advisors, LLC | 731 | $84.3K | 0.05% | +731 | New |
| Arlington Partners LLC | 699 | $80.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 628 | $72.5K | 0.02% | +75+13.6% | Added |
| TD Private Client Wealth LLC | 589 | $68.0K | 0.00% | +39+7.1% | Added |
| Quadrant Capital Group LLC | 521 | $60.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 516 | $60.0K | 0.05% | −1,089−67.9% | Reduced |
| Simplex Trading, LLC | 515 | $59.0K | 0.00% | +515 | New |
| Citadel Advisors LLC | 504 | $58.2K | 0.00% | −103,375−99.5% | Reduced |
| Virtus Fund Advisers, LLC | 476 | $54.9K | 0.39% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 409 | $47.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 388 | $41.8K | 0.00% | +268+223.3% | Added |
| Harvest Fund Management Co., Ltd | 351 | $40.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 343 | $39.6K | 0.00% | +37+12.1% | Added |
| Lazard Asset Management LLC | 318 | $36.0K | 0.00% | −4,089−92.8% | Reduced |
| Ten Capital Wealth Advisors, LLC | 275 | $31.7K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 285 | $31.1K | 0.01% | 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 |
| Nomura Asset Management Co Ltd | 220 | $25.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 201 | $23.2K | 0.00% | +14+7.5% | Added |
| Clearstead Advisors, LLC | 189 | $21.8K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 180 | $20.8K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 175 | $20.2K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 175 | $20.2K | 0.00% | +5+2.9% | Added |
| Lindbrook Capital, LLC | 170 | $19.6K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 170 | $19.6K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 160 | $18.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 152 | $17.5K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 140 | $16.0K | 0.00% | +1+0.7% | Added |
| Ellevest, Inc. | 136 | $15.7K | 0.00% | +8+6.3% | Added |
| Assetmark, Inc | 126 | $14.5K | 0.00% | +7+5.9% | Added |
| Umb Bank N A | 118 | $13.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 118 | $13.6K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 116 | $13.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 112 | $12.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 104 | $12.0K | 0.00% | +54+108.0% | Added |
| Farther Finance Advisors, LLC | 103 | $11.9K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 100 | $11.5K | 0.01% | +100 | New |
| Larson Financial Group LLC | 89 | $10.3K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 85 | $10.0K | 0.00% | +85 | New |
| Signaturefd, LLC | 84 | $9.69K | 0.00% | −29−25.7% | Reduced |
| Duncker Streett & Co Inc | 82 | $9.46K | 0.00% | −255−75.7% | Reduced |
| First Manhattan Co | 80 | $9.23K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 76 | $8.77K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 75 | $8.65K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 65 | $7.50K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 62 | $7.14K | 0.00% | +1+1.6% | Added |
| Tradewinds Capital Management, LLC | 55 | $6.35K | 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 |
| Global Financial Private Client, LLC | 44 | $5.08K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $4.62K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 41 | $4.32K | 0.00% | −456−91.8% | Reduced |
| Central Trust Co | 34 | $3.92K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 33 | $3.81K | 0.00% | +27+450.0% | Added |
| Schubert & Co | 30 | $3.46K | 0.00% | +3+11.1% | Added |
| Glassman Wealth Services | 28 | $3.23K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $3.23K | 0.00% | +8+40.0% | Added |
| Baystate Wealth Management LLC | 27 | $3.12K | 0.00% | +27 | New |
| Steward Financial Group LLC | 33 | $3.00K | 0.00% | +33 | New |
| Versant Capital Management, Inc | 24 | $2.77K | 0.00% | +24 | New |
| Venturi Wealth Management, LLC | 22 | $2.54K | 0.00% | +22 | New |