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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 2,091 | $258.5K | 0.01% | +77+3.8% | Added |
| Cresset Asset Management, LLC | 2,098 | $259.3K | 0.00% | +2,098 | New |
| Tower Research Capital LLC (TRC) | 2,117 | $261.6K | 0.01% | −1,616−43.3% | Reduced |
| PFS Investments Inc. | 2,185 | $270.0K | 0.00% | +171+8.5% | Added |
| Intrust Bank NA | 2,189 | $270.5K | 0.03% | −29−1.3% | Reduced |
| Tremblant Capital Group | 2,267 | $280.2K | 0.03% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,332 | $288.2K | 0.03% | −166−6.6% | Reduced |
| Baird Financial Group, Inc. | 2,351 | $290.6K | 0.00% | +46+2.0% | Added |
| Keybank National Association | 2,371 | $293.0K | 0.00% | +122+5.4% | Added |
| Argonautica Private Wealth Management, Inc | 2,372 | $293.2K | 0.13% | −49−2.0% | Reduced |
| Yorktown Management & Research Co Inc | 2,375 | $293.5K | 0.32% | 00.0% | Unchanged |
| Lane & Associates LLC | 2,464 | $304.5K | 0.24% | +329+15.4% | Added |
| CWM Advisors, LLC | 2,525 | $312.1K | 0.04% | +161+6.8% | Added |
| Verition Fund Management LLC | 2,571 | $317.8K | 0.00% | +2,571 | New |
| Flagship Harbor Advisors, LLC | 2,588 | $319.8K | 0.03% | −124−4.6% | Reduced |
| Radnor Capital Management, LLC | 2,645 | $327.0K | 0.14% | +50+1.9% | Added |
| Coldstream Capital Management Inc | 2,674 | $330.5K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 2,716 | $335.7K | 0.01% | −305−10.1% | Reduced |
| Inceptionr LLC | 2,739 | $338.5K | 0.18% | −3,431−55.6% | Reduced |
| Teza Capital Management LLC | 2,833 | $350.1K | 0.06% | +2,833 | New |
| MAI Capital Management | 2,872 | $355.0K | 0.01% | −3,040−51.4% | Reduced |
| O'Rourke & Company, Inc | 2,882 | $356.0K | 0.25% | +130+4.7% | Added |
| DuPont Capital Management Corp | 2,961 | $365.9K | 0.02% | −337−10.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,064 | $378.7K | 0.00% | +3,064 | New |
| Centiva Capital, LP | 3,069 | $379.3K | 0.02% | −7,856−71.9% | Reduced |
| Segall Bryant & Hamill, LLC | 3,120 | $385.6K | 0.00% | +200+6.8% | Added |
| Securian Asset Management, Inc | 3,143 | $388.4K | 0.01% | −145−4.4% | Reduced |
| Dakota Wealth Management | 3,202 | $395.7K | 0.02% | −6−0.2% | Reduced |
| M&T Bank Corp | 3,335 | $412.2K | 0.00% | −196−5.6% | Reduced |
| Pitcairn Co | 3,347 | $413.7K | 0.03% | −45−1.3% | Reduced |
| Dynamic Advisor Solutions LLC | 3,347 | $413.7K | 0.02% | +298+9.8% | Added |
| Vestcor Inc | 3,349 | $414.0K | 0.02% | −22,588−87.1% | Reduced |
| Laffer Tengler Investments | 3,388 | $418.7K | 0.11% | +11+0.3% | Added |
| LPL Financial LLC | 3,419 | $422.5K | 0.00% | −415−10.8% | Reduced |
| Quantamental Technologies LLC | 3,452 | $426.6K | 0.18% | +3,452 | New |
| Susquehanna International Group, LLP | 3,547 | $438.4K | 0.00% | −20,176−85.0% | Reduced |
| Donoghue Forlines LLC | 3,549 | $438.6K | 0.14% | +3,549 | New |
| New York Life Investment Management LLC | 3,572 | $441.5K | 0.00% | −648−15.4% | Reduced |
| We Are One Seven, LLC | 3,578 | $442.2K | 0.04% | +14+0.4% | Added |
| Miller Howard Investments Inc | 3,596 | $444.4K | 0.02% | +37+1.0% | Added |
| DFPG Investments, LLC | 3,217 | $448.3K | 0.04% | +415+14.8% | Added |
| Tudor Investment Corp Et Al | 3,641 | $450.0K | 0.01% | +1,342+58.4% | Added |
| AIA Group Ltd | 3,835 | $474.0K | 0.02% | +3,835 | New |
| Public Employees Retirement Association of Colorado | 3,882 | $480.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 3,933 | $480.0K | 0.00% | +1,788+83.4% | Added |
| Spears Abacus Advisors LLC | 3,894 | $481.3K | 0.04% | −420−9.7% | Reduced |
| Wright Investors Service Inc | 3,895 | $481.4K | 0.14% | −3,249−45.5% | Reduced |
| Mariner, LLC | 3,930 | $485.7K | 0.00% | +371+10.4% | Added |
| MML Investors Services, LLC | 3,942 | $487.0K | 0.00% | −155−3.8% | Reduced |
| Hillsdale Investment Management Inc. | 3,995 | $493.7K | 0.05% | +3,995 | New |
| Bokf, NA | 4,116 | $508.7K | 0.01% | +4,116 | New |
| Shell Asset Management Co | 4,199 | $519.0K | 0.02% | −24−0.6% | Reduced |
| Cetera Advisor Networks LLC | 4,231 | $522.9K | 0.00% | +2,456+138.4% | Added |
| Capital Impact Advisors, LLC | 4,288 | $530.0K | 0.58% | +217+5.3% | Added |
| Pictet Asset Management SA | 4,304 | $531.9K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 4,331 | $535.3K | 0.01% | −435−9.1% | Reduced |
| HGK Asset Management Inc | 4,336 | $536.0K | 0.17% | −825−16.0% | Reduced |
| CI Private Wealth, LLC | 4,393 | $542.9K | 0.00% | −734−14.3% | Reduced |
| Prana Capital Management, LP | 4,409 | $544.9K | 0.04% | −232−5.0% | Reduced |
| Sit Investment Associates Inc | 4,450 | $550.0K | 0.01% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 4,537 | $560.7K | 0.13% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 4,676 | $577.9K | 0.04% | +22+0.5% | Added |
| Freedom Day Solutions, LLC | 4,690 | $579.5K | 0.26% | −6,563−58.3% | Reduced |
| Angeles Wealth Management, LLC | 4,793 | $592.4K | 0.08% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 4,838 | $597.9K | 0.01% | −12−0.2% | Reduced |
| JustInvest LLC | 5,056 | $624.9K | 0.02% | +239+5.0% | Added |
| Wambolt & Associates, LLC | 5,075 | $627.3K | 0.22% | +118+2.4% | Added |
| Captrust Financial Advisors | 5,076 | $627.4K | 0.00% | −6−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 5,091 | $629.2K | 0.00% | +789+18.3% | Added |
| Federated Hermes, Inc. | 5,211 | $644.0K | 0.00% | −159−3.0% | Reduced |
| Handelsbanken Fonder AB | 5,237 | $647.0K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 5,421 | $670.0K | 0.06% | −5,628−50.9% | Reduced |
| Nations Financial Group Inc, | 5,451 | $673.7K | 0.07% | +17+0.3% | Added |
| SG Americas Securities, LLC | 5,550 | $686.0K | 0.01% | −505−8.3% | Reduced |
| Zions Bancorporation, N.A. | 5,580 | $689.6K | 0.06% | −424−7.1% | Reduced |
| Deltec Asset Management LLC | 5,760 | $711.9K | 0.16% | 00.0% | Unchanged |
| Swedbank AB | 5,800 | $716.8K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 5,843 | $722.1K | 0.25% | −104−1.7% | Reduced |
| Lord, Abbett & Co. LLC | 5,887 | $728.0K | 0.00% | +613+11.6% | Added |
| ClariVest Asset Management LLC | 5,976 | $738.0K | 0.04% | −400−6.3% | Reduced |
| BancorpSouth Bank | 5,988 | $740.1K | 0.06% | −338−5.3% | Reduced |
| DGS Capital Management, LLC | 6,013 | $743.1K | 0.37% | +233+4.0% | Added |
| Crossmark Global Holdings, Inc. | 5,654 | $758.0K | 0.02% | +458+8.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,172 | $762.8K | 0.00% | +353+6.1% | Added |
| Pacer Advisors, Inc. | 6,200 | $766.3K | 0.00% | +6,200 | New |
| Globeflex Capital L P | 6,342 | $783.8K | 0.09% | −1,039−14.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,372 | $787.0K | 0.01% | +592+10.2% | Added |
| Los Angeles Capital Management LLC | 6,410 | $792.2K | 0.00% | −2,196−25.5% | Reduced |
| First Hawaiian Bank | 6,670 | $824.3K | 0.03% | −20−0.3% | Reduced |
| Hohimer Wealth Management, LLC | 6,729 | $831.6K | 0.23% | −304−4.3% | Reduced |
| James Investment Research Inc | 6,774 | $837.2K | 0.11% | 00.0% | Unchanged |
| Fifth Third Bancorp | 7,077 | $874.6K | 0.00% | +47+0.7% | Added |
| Pearl River Capital, LLC | 7,147 | $883.3K | 0.14% | −2,770−27.9% | Reduced |
| New Mexico Educational Retirement Board | 7,300 | $902.0K | 0.04% | +800+12.3% | Added |
| TownSquare Capital, LLC | 7,488 | $925.5K | 0.02% | +181+2.5% | Added |
| HSBC Holdings PLC | 7,499 | $930.9K | 0.00% | −1,339−15.2% | Reduced |
| Kendall Capital Management | 7,540 | $932.0K | 0.41% | −405−5.1% | Reduced |
| Squarepoint Ops LLC | 7,635 | $943.6K | 0.01% | −33,604−81.5% | Reduced |
| Bank of Montreal | 7,610 | $959.4K | 0.00% | −1,626−17.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,841 | $969.1K | 0.03% | −87−1.1% | Reduced |