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.
Q3 2023 vs. Q2 2023
How the institutions holding Evercore Inc. changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 400 | 3 | 398 | +1 |
| Shares | 33.5M | 6.51K | 33.2M | −325.8K (−1.0%) |
| Value | $4.14B | $804.8K | $4.59B | +$444.9M (+10.7%) |
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (53)
Institutions that held Evercore Inc. at the end of Q3 2023 but not at the end of Q2 2023.
Sold out (52)
Institutions that held Evercore Inc. at the end of Q2 2023 and filed for Q3 2023 without it.
Not filed for Q3 2023 yet (3)
Institutions that held Evercore Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Pictet Asset Management SA | 4,304 | $531.9K |
| PFS Investments Inc. | 2,185 | $270.0K |
| First Capital Advisors Group, LLC. | 23 | $2.84K |