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