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, Q2 2023
Institutional positions in Evercore Inc. as of Jun 30, 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
- 400
- −21 vs. Q1 2023
- Shares held
- 33.5M
- +851.0K (+2.6%) vs. Q1 2023
- Total value
- $4.14B
- +$387.1M (+10.3%) vs. Q1 2023
- New holders
- 44
- 126 more added
- Sold out
- 65
- 169 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 1 | $124 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $247 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 5 | $618 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5 | $649 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 5 | $664 | 0.00% | +5 | New |
| Harbour Investments, Inc. | 6 | $742 | 0.00% | +6 | New |
| Disciplined Investments, LLC | 8 | $989 | 0.00% | −1−11.1% | Reduced |
| Sound Income Strategies, LLC | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $1.61K | 0.00% | −1−7.1% | Reduced |
| Sofos Investments, Inc. | 124 | $1.62K | 0.01% | +9+7.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 14 | $1.73K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Farmers & Merchants Investments Inc | 17 | $2.10K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 18 | $2.23K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 20 | $2.47K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $2.60K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 22 | $2.72K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 22 | $2.72K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $2.84K | 0.00% | −5−17.9% | Reduced |
| First Capital Advisors Group, LLC. | 23 | $2.84K | 0.00% | +23 | New |
| Bessemer Group Inc | 28 | $3.00K | 0.00% | +28 | New |
| IFP Advisors, Inc | 30 | $3.16K | 0.00% | −11−26.8% | Reduced |
| Baystate Wealth Management LLC | 27 | $3.36K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 28 | $3.46K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 33 | $4.08K | 0.00% | +33 | New |
| Lee Financial Co | 33 | $4.08K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 34 | $4.20K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 36 | $4.45K | 0.00% | +36 | New |
| CVA Family Office, LLC | 40 | $4.94K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 44 | $5.48K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 49 | $6.06K | 0.00% | −27−35.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 49 | $6.06K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 45 | $6.22K | 0.00% | +45 | New |
| Carolinas Wealth Consulting LLC | 53 | $6.60K | 0.00% | −63−54.3% | Reduced |
| Tradewinds Capital Management, LLC | 55 | $6.80K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 62 | $7.66K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 65 | $8.03K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 75 | $9.27K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 80 | $9.89K | 0.00% | −4−4.8% | Reduced |
| First Manhattan Co | 80 | $9.89K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 82 | $10.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 94 | $11.6K | 0.00% | −81−46.3% | Reduced |
| Massmutual Trust Co FSB | 100 | $12.4K | 0.00% | −4−3.8% | Reduced |
| Farther Finance Advisors, LLC | 103 | $12.7K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 112 | $13.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 116 | $14.3K | 0.00% | −2−1.7% | Reduced |
| MCF Advisors LLC | 116 | $14.3K | 0.00% | +95+452.4% | Added |
| Umb Bank N A | 118 | $14.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 119 | $14.7K | 0.00% | −7−5.6% | Reduced |
| Key Financial Inc | 152 | $18.8K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 170 | $21.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 175 | $21.6K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 180 | $22.2K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 182 | $22.5K | 0.00% | +12+7.1% | Added |
| Allworth Financial LP | 213 | $26.3K | 0.00% | −26−10.9% | Reduced |
| Nomura Asset Management Co Ltd | 220 | $27.2K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 235 | $29.0K | 0.00% | +95+67.9% | Added |
| FinTrust Capital Advisors, LLC | 285 | $31.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 268 | $33.1K | 0.00% | +67+33.3% | Added |
| Quarry LP | 287 | $35.5K | 0.02% | +287 | New |
| Covestor Ltd | 301 | $37.0K | 0.03% | −215−41.7% | Reduced |
| First Horizon Advisors, Inc. | 343 | $42.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 399 | $49.0K | 0.00% | −1,667−80.7% | Reduced |
| Ronald Blue Trust, Inc. | 440 | $51.0K | 0.00% | −1,305−74.8% | Reduced |
| Global Retirement Partners, LLC | 414 | $51.2K | 0.00% | +26+6.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 426 | $53.0K | 0.00% | +17+4.2% | Added |
| Quadrant Capital Group LLC | 577 | $71.3K | 0.01% | +56+10.7% | Added |
| Parkside Financial Bank & Trust | 644 | $79.6K | 0.02% | +16+2.5% | Added |
| TD Private Client Wealth LLC | 658 | $81.3K | 0.00% | +69+11.7% | Added |
| Arlington Partners LLC | 699 | $86.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 828 | $102.3K | 0.01% | −118−12.5% | Reduced |
| Counterpoint Mutual Funds LLC | 844 | $104.3K | 0.10% | −91−9.7% | Reduced |
| Ci Investments Inc. | 952 | $118.0K | 0.00% | +42+4.6% | Added |
| PEAK6 Investments LLC | 965 | $119.3K | 0.01% | −3,903−80.2% | Reduced |
| State of Wyoming | 974 | $120.4K | 0.04% | +183+23.1% | Added |
| TD Ameritrade Investment Management, LLC | 1,227 | $152.0K | 0.00% | −162−11.7% | Reduced |
| Simplex Trading, LLC | 1,269 | $156.0K | 0.01% | +754+146.4% | Added |
| Parallel Advisors, LLC | 1,334 | $164.9K | 0.01% | −111−7.7% | Reduced |
| JJJ Advisors Inc. | 1,452 | $179.5K | 0.05% | +26+1.8% | Added |
| Hamilton Capital Partners Inc. | 1,457 | $180.1K | 0.07% | −740−33.7% | Reduced |
| Aquatic Capital Management LLC | 1,600 | $198.0K | 0.01% | −8,400−84.0% | Reduced |
| Cornercap Investment Counsel Inc | 1,630 | $201.5K | 0.04% | +1,630 | New |
| Jefferies Financial Group Inc. | 1,641 | $202.8K | 0.00% | +1,641 | New |
| Csenge Advisory Group | 1,642 | $202.9K | 0.01% | +1,642 | New |
| Commonwealth Equity Services, LLC | 1,679 | $208.0K | 0.00% | −300−15.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,737 | $215.0K | 0.00% | +1,737 | New |
| Shelton Capital Management | 1,761 | $217.6K | 0.01% | −83−4.5% | Reduced |
| Edgestream Partners, L.P. | 1,764 | $218.0K | 0.02% | +1,764 | New |
| Steward Partners Investment Advisory, LLC | 1,764 | $218.1K | 0.00% | +47+2.7% | Added |
| Evercore Wealth Management, LLC | 1,767 | $218.4K | 0.00% | +1,767 | New |
| Greenleaf Trust | 1,783 | $220.4K | 0.00% | +16+0.9% | Added |
| Capula Management Ltd | 1,800 | $222.5K | 0.03% | −429−19.2% | Reduced |
| Creative Planning | 1,874 | $231.6K | 0.00% | +1,874 | New |
| Mirabella Financial Services LLP | 1,955 | $241.6K | 0.03% | +1,955 | New |
| Cetera Investment Advisers | 1,992 | $246.1K | 0.00% | −719−26.5% | Reduced |
| Utah Retirement Systems | 2,000 | $247.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,021 | $249.8K | 0.00% | +58+3.0% | Added |
| FORA Capital, LLC | 2,043 | $252.5K | 0.04% | −1,665−44.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,091 | $258.5K | 0.01% | +77+3.8% | Added |