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, Q3 2023
Institutional positions in Evercore Inc. as of Sep 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
- 398
- +1 vs. Q2 2023
- Shares held
- 33.2M
- −325.8K (−1.0%) vs. Q2 2023
- Total value
- $4.59B
- +$444.9M (+10.7%) vs. Q2 2023
- New holders
- 53
- 126 more added
- Sold out
- 52
- 168 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | +2 | New |
| PSI Advisors, LLC | 1 | $138 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $247 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2 | $276 | 0.00% | +2 | New |
| Tucker Asset Management LLC | 5 | $689 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 7 | $965 | 0.00% | +7 | New |
| ClariVest Asset Management LLC | 8 | $1.00K | 0.00% | −5,968−99.9% | Reduced |
| Capital Analysts, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Carolinas Wealth Consulting LLC | 8 | $1.04K | 0.00% | −45−84.9% | Reduced |
| Sound Income Strategies, LLC | 10 | $1.38K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 12 | $1.66K | 0.00% | −18−60.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 14 | $1.93K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $1.93K | 0.00% | +1+7.7% | Added |
| Farmers & Merchants Investments Inc | 16 | $2.21K | 0.00% | −1−5.9% | Reduced |
| Front Row Advisors LLC | 17 | $2.34K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 20 | $2.76K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 20 | $2.76K | 0.00% | −14−41.2% | Reduced |
| Prestige Wealth Management Group LLC | 21 | $2.90K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $3.03K | 0.00% | +22 | New |
| Clearstead Advisors, LLC | 26 | $3.58K | 0.00% | +26 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27 | $3.72K | 0.00% | +27 | New |
| Glassman Wealth Services | 28 | $3.86K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $4.00K | 0.00% | +6+26.1% | Added |
| Steward Financial Group LLC | 31 | $4.00K | 0.00% | +31 | New |
| Lee Financial Co | 33 | $4.55K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 34 | $4.67K | 0.01% | +34 | New |
| Venturi Wealth Management, LLC | 38 | $5.24K | 0.00% | +16+72.7% | Added |
| GHP Investment Advisors, Inc. | 45 | $5.90K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 44 | $5.91K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 49 | $6.76K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 49 | $6.76K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $7.58K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 65 | $8.96K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 75 | $10.3K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 79 | $10.9K | 0.01% | +79 | New |
| GWM Advisors LLC | 79 | $10.9K | 0.00% | +74+1,480.0% | Added |
| Duncker Streett & Co Inc | 82 | $11.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 87 | $12.0K | 0.00% | −7−7.4% | Reduced |
| Quent Capital, LLC | 90 | $12.4K | 0.00% | +28+45.2% | Added |
| MCF Advisors LLC | 95 | $13.1K | 0.00% | −21−18.1% | Reduced |
| Massmutual Trust Co FSB | 107 | $14.8K | 0.00% | +7+7.0% | Added |
| Bell Investment Advisors, Inc | 110 | $15.2K | 0.00% | −6−5.2% | Reduced |
| Brown Brothers Harriman & Co | 112 | $15.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 118 | $16.0K | 0.00% | +90+321.4% | Added |
| Umb Bank N A | 118 | $16.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 124 | $17.1K | 0.00% | +21+20.4% | Added |
| Signaturefd, LLC | 127 | $17.5K | 0.00% | +47+58.8% | Added |
| NBC Securities, Inc. | 131 | $18.0K | 0.00% | +131 | New |
| Key Financial Inc | 152 | $21.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 157 | $22.0K | 0.02% | −144−47.8% | Reduced |
| M&R Capital Management Inc | 170 | $23.4K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 173 | $23.9K | 0.00% | +54+45.4% | Added |
| West Oak Capital, LLC | 175 | $24.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 180 | $24.8K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 182 | $25.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 190 | $26.0K | 0.00% | −209−52.4% | Reduced |
| Allworth Financial LP | 208 | $28.7K | 0.00% | −5−2.3% | Reduced |
| Headlands Technologies LLC | 210 | $29.0K | 0.01% | +210 | New |
| Huntington National Bank | 215 | $29.6K | 0.00% | −53−19.8% | Reduced |
| Nomura Asset Management Co Ltd | 220 | $30.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 224 | $30.9K | 0.01% | −750−77.0% | Reduced |
| Tradition Wealth Management, LLC | 235 | $32.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 262 | $36.1K | 0.00% | +262 | New |
| Global Retirement Partners, LLC | 327 | $43.2K | 0.00% | −87−21.0% | Reduced |
| First Horizon Advisors, Inc. | 323 | $44.5K | 0.00% | −20−5.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 426 | $59.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 430 | $59.0K | 0.01% | +430 | New |
| KBC Group NV | 538 | $74.0K | 0.00% | +538 | New |
| TD Private Client Wealth LLC | 613 | $84.5K | 0.00% | −45−6.8% | Reduced |
| Parkside Financial Bank & Trust | 721 | $99.4K | 0.02% | +77+12.0% | Added |
| EverSource Wealth Advisors, LLC | 851 | $117.3K | 0.01% | +23+2.8% | Added |
| Quadrant Capital Group LLC | 859 | $118.4K | 0.01% | +282+48.9% | Added |
| Tower Research Capital LLC (TRC) | 897 | $123.7K | 0.00% | −1,220−57.6% | Reduced |
| Impact Partnership Wealth, LLC | 933 | $128.7K | 0.04% | +933 | New |
| Ci Investments Inc. | 969 | $134.0K | 0.00% | +17+1.8% | Added |
| Ronald Blue Trust, Inc. | 1,090 | $135.0K | 0.00% | +650+147.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 998 | $137.6K | 0.00% | −2,066−67.4% | Reduced |
| National Bank of Canada | 1,040 | $138.2K | 0.00% | +1,040 | New |
| Westpac Banking Corp | 1,300 | $179.2K | 0.01% | +1,300 | New |
| Parallel Advisors, LLC | 1,338 | $184.5K | 0.01% | +4+0.3% | Added |
| Exchange Traded Concepts, LLC | 1,386 | $191.1K | 0.01% | +1,386 | New |
| Steward Partners Investment Advisory, LLC | 1,436 | $198.0K | 0.00% | −328−18.6% | Reduced |
| Stokes Family Office, LLC | 1,455 | $200.6K | 0.02% | +1,455 | New |
| InterOcean Capital Group, LLC | 1,457 | $200.9K | 0.01% | +1,457 | New |
| JJJ Advisors Inc. | 1,469 | $202.5K | 0.05% | +17+1.2% | Added |
| Quantamental Technologies LLC | 1,481 | $204.2K | 0.19% | −1,971−57.1% | Reduced |
| First Bank & Trust | 1,493 | $205.9K | 0.05% | +1,493 | New |
| D. E. Shaw & Co., Inc. | 1,500 | $206.8K | 0.00% | +1,500 | New |
| Hamilton Capital Partners Inc. | 1,574 | $217.0K | 0.08% | +117+8.0% | Added |
| Kapitalo Investimentos Ltda | 1,591 | $219.4K | 0.03% | +1,591 | New |
| Oak Thistle LLC | 1,601 | $220.7K | 0.07% | +1,601 | New |
| Commerce Bank | 1,605 | $221.3K | 0.00% | +1,605 | New |
| ISAM Funds (UK) Ltd | 1,668 | $230.0K | 0.15% | +1,668 | New |
| Commonwealth Equity Services, LLC | 1,708 | $236.0K | 0.00% | +29+1.7% | Added |
| Shelton Capital Management | 1,761 | $242.8K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,767 | $243.6K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 1,784 | $246.0K | 0.00% | +1+0.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,786 | $246.2K | 0.00% | +1,786 | New |
| Utah Retirement Systems | 1,900 | $262.0K | 0.00% | −100−5.0% | Reduced |
| The PNC Financial Services Group, Inc. | 1,942 | $267.8K | 0.00% | −79−3.9% | Reduced |