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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 1,984 | $273.5K | 0.00% | +1,984 | New |
| Dakota Wealth Management | 1,992 | $274.7K | 0.01% | −1,210−37.8% | Reduced |
| Cetera Investment Advisers | 2,006 | $276.6K | 0.00% | +14+0.7% | Added |
| Spears Abacus Advisors LLC | 2,114 | $291.5K | 0.02% | −1,780−45.7% | Reduced |
| CWM Advisors, LLC | 2,225 | $306.8K | 0.04% | −300−11.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,232 | $307.8K | 0.02% | +141+6.7% | Added |
| Intrust Bank NA | 2,262 | $311.9K | 0.04% | +73+3.3% | Added |
| NewEdge Wealth, LLC | 2,267 | $312.6K | 0.01% | +176+8.4% | Added |
| Mount Yale Investment Advisors, LLC | 2,281 | $314.5K | 0.03% | −51−2.2% | Reduced |
| M&T Bank Corp | 2,312 | $318.8K | 0.00% | −1,023−30.7% | Reduced |
| Dark Forest Capital Management LP | 2,316 | $319.3K | 0.03% | +2,316 | New |
| Creative Planning | 2,335 | $321.9K | 0.00% | +461+24.6% | Added |
| Argonautica Private Wealth Management, Inc | 2,372 | $327.1K | 0.15% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 2,375 | $327.5K | 0.37% | 00.0% | Unchanged |
| Lane & Associates LLC | 2,467 | $340.1K | 0.27% | +3+0.1% | Added |
| Baird Financial Group, Inc. | 2,467 | $340.1K | 0.00% | +116+4.9% | Added |
| Flagship Harbor Advisors, LLC | 2,483 | $342.3K | 0.03% | −105−4.1% | Reduced |
| Coldstream Capital Management Inc | 2,649 | $365.3K | 0.01% | −25−0.9% | Reduced |
| Intech Investment Management LLC | 2,670 | $368.1K | 0.01% | +2,670 | New |
| Maryland State Retirement & Pension System | 2,716 | $374.5K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,732 | $376.0K | 0.01% | +1,463+115.3% | Added |
| DFPG Investments, LLC | 2,775 | $380.4K | 0.04% | −442−13.7% | Reduced |
| XTX Topco Ltd | 2,811 | $387.6K | 0.07% | +2,811 | New |
| Park Avenue Securities LLC | 2,842 | $392.0K | 0.01% | +2,842 | New |
| MAI Capital Management | 2,863 | $394.7K | 0.01% | −9−0.3% | Reduced |
| O'Rourke & Company, Inc | 2,886 | $398.0K | 0.29% | +4+0.1% | Added |
| Crossmark Global Holdings, Inc. | 3,012 | $403.0K | 0.01% | −2,642−46.7% | Reduced |
| Walleye Trading LLC | 2,925 | $403.3K | 0.01% | +2,925 | New |
| Securian Asset Management, Inc | 2,952 | $407.0K | 0.01% | −191−6.1% | Reduced |
| Vident Advisory, LLC | 3,035 | $418.5K | 0.01% | +3,035 | New |
| Tremblant Capital Group | 3,066 | $422.7K | 0.05% | +799+35.2% | Added |
| New York Life Investment Management LLC | 3,081 | $424.8K | 0.00% | −491−13.7% | Reduced |
| Pearl River Capital, LLC | 3,119 | $430.0K | 0.07% | −4,028−56.4% | Reduced |
| HSBC Holdings PLC | 3,234 | $445.7K | 0.00% | −4,265−56.9% | Reduced |
| Pinkerton Retirement Specialists, LLC | 3,300 | $455.0K | 0.10% | +3,300 | New |
| Dynamic Advisor Solutions LLC | 3,324 | $458.3K | 0.02% | −23−0.7% | Reduced |
| Pitcairn Co | 3,327 | $458.7K | 0.04% | −20−0.6% | Reduced |
| Cresset Asset Management, LLC | 3,374 | $465.2K | 0.00% | +1,276+60.8% | Added |
| We Are One Seven, LLC | 3,547 | $489.1K | 0.04% | −31−0.9% | Reduced |
| Winton Group Ltd | 3,583 | $494.0K | 0.04% | −1,838−33.9% | Reduced |
| Miller Howard Investments Inc | 3,590 | $495.0K | 0.02% | −6−0.2% | Reduced |
| LPL Financial LLC | 3,639 | $501.8K | 0.00% | +220+6.4% | Added |
| Wright Investors Service Inc | 3,733 | $514.7K | 0.15% | −162−4.2% | Reduced |
| Keybank National Association | 3,771 | $519.9K | 0.00% | +1,400+59.0% | Added |
| MML Investors Services, LLC | 3,848 | $531.0K | 0.00% | −94−2.4% | Reduced |
| Inceptionr LLC | 3,862 | $532.5K | 0.30% | +1,123+41.0% | Added |
| Public Employees Retirement Association of Colorado | 3,882 | $535.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 4,133 | $538.0K | 0.01% | +17+0.4% | Added |
| Pictet Asset Management Holding SA | 3,948 | $544.4K | 0.00% | +3,948 | New |
| SG Americas Securities, LLC | 3,973 | $548.0K | 0.01% | −1,577−28.4% | Reduced |
| Freedom Day Solutions, LLC | 4,014 | $553.3K | 0.24% | −676−14.4% | Reduced |
| Foster & Motley Inc | 4,021 | $554.0K | 0.05% | +4,021 | New |
| Shell Asset Management Co | 4,128 | $569.0K | 0.02% | −71−1.7% | Reduced |
| Mariner, LLC | 4,180 | $576.3K | 0.00% | +250+6.4% | Added |
| Xponance, Inc. | 4,294 | $592.1K | 0.01% | −37−0.9% | Reduced |
| HGK Asset Management Inc | 4,326 | $596.0K | 0.19% | −10−0.2% | Reduced |
| Citigroup Inc | 4,343 | $598.8K | 0.00% | −4,631−51.6% | Reduced |
| Federated Hermes, Inc. | 4,365 | $601.8K | 0.00% | −846−16.2% | Reduced |
| Summit Place Financial Advisors, LLC | 4,370 | $602.5K | 0.43% | +4,370 | New |
| Sit Investment Associates Inc | 4,450 | $614.0K | 0.02% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 4,537 | $625.6K | 0.26% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,645 | $641.0K | 0.00% | +712+18.1% | Added |
| Angeles Wealth Management, LLC | 4,793 | $660.9K | 0.09% | 00.0% | Unchanged |
| Prudential Financial Inc | 4,820 | $664.6K | 0.00% | −7,293−60.2% | Reduced |
| Cetera Advisor Networks LLC | 4,835 | $666.7K | 0.00% | +604+14.3% | Added |
| Mackenzie Financial Corp | 5,274 | $691.8K | 0.00% | −47,776−90.1% | Reduced |
| Pacer Advisors, Inc. | 5,034 | $694.1K | 0.00% | −1,166−18.8% | Reduced |
| Handelsbanken Fonder AB | 5,237 | $722.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,287 | $729.0K | 0.00% | +211+4.2% | Added |
| Vestcor Inc | 5,330 | $735.0K | 0.03% | +1,981+59.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,356 | $738.0K | 0.00% | +3,619+208.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,359 | $738.9K | 0.00% | +268+5.3% | Added |
| Wambolt & Associates, LLC | 5,525 | $741.7K | 0.27% | +450+8.9% | Added |
| TownSquare Capital, LLC | 5,407 | $745.4K | 0.01% | −2,081−27.8% | Reduced |
| JustInvest LLC | 5,443 | $750.5K | 0.02% | +387+7.7% | Added |
| CI Private Wealth, LLC | 5,529 | $762.3K | 0.00% | +1,136+25.9% | Added |
| Bayesian Capital Management, LP | 5,700 | $785.9K | 0.09% | +5,700 | New |
| Nations Financial Group Inc, | 5,715 | $788.0K | 0.08% | +264+4.8% | Added |
| Deltec Asset Management LLC | 5,760 | $794.2K | 0.18% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 5,768 | $795.3K | 0.29% | −75−1.3% | Reduced |
| Swedbank AB | 5,800 | $799.7K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 5,817 | $802.0K | 0.01% | +979+20.2% | Added |
| Susquehanna International Group, LLP | 5,950 | $820.4K | 0.00% | +2,403+67.7% | Added |
| BancorpSouth Bank | 5,988 | $825.6K | 0.07% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 6,050 | $834.0K | 0.17% | +3,405+128.7% | Added |
| Zions Bancorporation, N.A. | 6,064 | $836.1K | 0.07% | +484+8.7% | Added |
| Lord, Abbett & Co. LLC | 6,066 | $837.0K | 0.00% | +179+3.0% | Added |
| BNP Paribas Arbitrage, SA | 6,136 | $846.0K | 0.00% | −6,422−51.1% | Reduced |
| DGS Capital Management, LLC | 6,165 | $850.0K | 0.42% | +152+2.5% | Added |
| Kendall Capital Management | 6,275 | $865.0K | 0.38% | −1,265−16.8% | Reduced |
| Ausbil Investment Management Ltd | 6,481 | $870.0K | 0.54% | −1,722−21.0% | Reduced |
| Sciencast Management LP | 6,506 | $897.0K | 0.41% | +6,506 | New |
| First Hawaiian Bank | 6,660 | $918.3K | 0.03% | −10−0.1% | Reduced |
| Hohimer Wealth Management, LLC | 6,729 | $927.8K | 0.27% | 00.0% | Unchanged |
| James Investment Research Inc | 6,774 | $934.0K | 0.12% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,059 | $973.3K | 0.01% | −9,995−58.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,183 | $990.4K | 0.00% | +1,011+16.4% | Added |
| Fifth Third Bancorp | 7,205 | $993.4K | 0.00% | +128+1.8% | Added |
| New Mexico Educational Retirement Board | 7,300 | $1.01M | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,730 | $1.07M | 0.03% | −111−1.4% | Reduced |