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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.

Q2 2023 vs. Q1 2023

How the institutions holding Evercore Inc. changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of EVR: Q1 2023 compared with Q2 2023
MeasureQ1 2023Q2 2023Change
Holders421400−21
Shares32.6M33.5M+851.0K (+2.6%)
Value$3.75B$4.14B+$387.1M (+10.3%)

New holders (44)

Institutions that held Evercore Inc. at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to EVR in Q2 2023
InstitutionSharesValue% of portfolio
Schonfeld Strategic Advisors LLC131,435$16.2M0.14%
LMR Partners LLP123,037$15.2M0.35%
Alyeska Investment Group, L.P.93,277$11.5M0.09%
TD Asset Management Inc87,935$10.9M0.01%
Grandeur Peak Global Advisors, LLC87,065$10.8M0.73%
Suvretta Capital Management, LLC71,051$8.78M0.47%
Jackson Wealth Management, LLC33,906$4.19M0.62%
Genus Capital Management Inc.20,900$2.58M0.38%
Harbor Capital Advisors, Inc.20,666$2.55M0.51%
Bridgewater Associates, LP17,916$2.21M0.01%
TCW Group Inc13,679$1.69M0.02%
Hancock Whitney Corp10,290$1.27M0.05%
Kingsview Wealth Management, LLC9,272$1.15M0.04%
Marshall Wace, LLP9,009$1.11M0.00%
Cinctive Capital Management LP8,966$1.11M0.04%
Alberta Investment Management Corp8,613$1.06M0.01%
DRW Securities, LLC8,500$1.05M0.08%
Pacer Advisors, Inc.6,200$766.3K0.00%
Bokf, NA4,116$508.7K0.01%
Hillsdale Investment Management Inc.3,995$493.7K0.05%
AIA Group Ltd3,835$474.0K0.02%
Donoghue Forlines LLC3,549$438.6K0.14%
Quantamental Technologies LLC3,452$426.6K0.18%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main3,064$378.7K0.00%
Teza Capital Management LLC2,833$350.1K0.06%
Verition Fund Management LLC2,571$317.8K0.00%
Cresset Asset Management, LLC2,098$259.3K0.00%
Mirabella Financial Services LLP1,955$241.6K0.03%
Creative Planning1,874$231.6K0.00%
Evercore Wealth Management, LLC1,767$218.4K0.00%
Edgestream Partners, L.P.1,764$218.0K0.02%
Cambridge Investment Research Advisors, Inc.1,737$215.0K0.00%
Csenge Advisory Group1,642$202.9K0.01%
Jefferies Financial Group Inc.1,641$202.8K0.00%
Cornercap Investment Counsel Inc1,630$201.5K0.04%
Quarry LP287$35.5K0.02%
GHP Investment Advisors, Inc.45$6.22K0.00%
West Tower Group, LLC36$4.45K0.00%
Cornerstone Planning Group LLC33$4.08K0.00%
Bessemer Group Inc28$3.00K0.00%
First Capital Advisors Group, LLC.23$2.84K0.00%
Safeguard Financial, LLC20$2.00K0.00%
Harbour Investments, Inc.6$7420.00%
25 LLC5$6640.00%

Sold out (65)

Institutions that held Evercore Inc. at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of EVR in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Sparta 24 Ltd.245,400$28.3M
Balyasny Asset Management LLC135,657$15.7M
Point72 Asset Management, L.P.114,401$13.2M
Neuberger Berman Group LLC93,708$10.8M
Cubist Systematic Strategies, LLC68,521$7.91M
HRT Financial LP36,398$4.20M
Mesirow Institutional Investment Management, Inc.25,965$3.00M
Castellan Group, LLC24,495$2.83M
Voloridge Investment Management, LLC22,557$2.60M
D. E. Shaw & Co., Inc.19,853$2.29M
Aviva PLC14,323$1.65M
Redwood Investment Management, LLC13,384$1.54M
CIBC World Markets Inc.12,413$1.43M
BlueCrest Capital Management Ltd12,153$1.40M
Y-Intercept (Hong Kong) Ltd11,617$1.34M
Bayesian Capital Management, LP11,376$1.31M
Virtus Family Office LLC11,352$1.31M
Magnetar Financial LLC10,920$1.26M
Jump Financial, LLC9,602$1.11M
Pinkerton Retirement Specialists, LLC6,944$801.2K
ExodusPoint Capital Management, LP6,064$700.0K
Amundi5,924$671.2K
Acrisure Capital Management, LLC5,580$643.8K
Engineers Gate Manager LP5,107$589.2K
Oak Thistle LLC4,899$565.2K
Cipher Capital LP4,724$545.1K
Dynamic Technology Lab Private Ltd4,428$511.0K
Jackson Creek Investment Advisors LLC4,128$476.0K
Integrated Advisors Network LLC3,833$442.2K
AdvisorShares Investments LLC3,759$433.7K
Mercer Global Advisors Inc3,523$406.0K
Virginia Retirement Systems Et Al3,300$380.8K
Summit Global Investments3,201$369.0K
Twinbeech Capital LP3,063$353.4K
Graham Capital Management, L.P.2,955$340.9K
Nebula Research & Development LLC2,776$320.3K
Allianz Asset Management GmbH2,614$301.6K
Leuthold Group, LLC2,347$270.8K
Belpointe Asset Management LLC1,967$227.0K
Duality Advisers, LP1,884$217.4K
Paragon Capital Management Ltd1,877$216.6K
First Bank & Trust1,787$206.2K
Kapitalo Investimentos Ltda1,750$201.9K
Cullen/Frost Bankers, Inc.1,000$115.4K
Fortis Capital Advisors, LLC731$84.3K
Virtus Fund Advisers, LLC476$54.9K
Harvest Fund Management Co., Ltd351$40.0K
Lazard Asset Management LLC318$36.0K
Ten Capital Wealth Advisors, LLC275$31.7K
TCI Wealth Advisors, Inc.239$27.6K
Clearstead Advisors, LLC189$21.8K
Crewe Advisors LLC160$18.5K
Ellevest, Inc.136$15.7K
Machina Capital S.A.S.100$11.5K
Larson Financial Group LLC89$10.3K
Loomis Sayles & Co L P85$10.0K
Headlands Technologies LLC49$5.65K
Schubert & Co30$3.46K
Steward Financial Group LLC33$3.00K
Versant Capital Management, Inc24$2.77K
BOK Financial Private Wealth, Inc.21$2.42K
Ameritas Advisory Services, LLC12$1.42K
AdvisorNet Financial, Inc11$1.27K
Gradient Investments LLC2$231
Horizon Investments, LLC2$231