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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 7,205 | $993.4K | 0.00% | +128+1.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,183 | $990.4K | 0.00% | +1,011+16.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,059 | $973.3K | 0.01% | −9,995−58.6% | Reduced |
| James Investment Research Inc | 6,774 | $934.0K | 0.12% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 6,729 | $927.8K | 0.27% | 00.0% | Unchanged |
| First Hawaiian Bank | 6,660 | $918.3K | 0.03% | −10−0.1% | Reduced |
| Sciencast Management LP | 6,506 | $897.0K | 0.41% | +6,506 | New |
| Ausbil Investment Management Ltd | 6,481 | $870.0K | 0.54% | −1,722−21.0% | Reduced |
| Kendall Capital Management | 6,275 | $865.0K | 0.38% | −1,265−16.8% | Reduced |
| DGS Capital Management, LLC | 6,165 | $850.0K | 0.42% | +152+2.5% | Added |
| BNP Paribas Arbitrage, SA | 6,136 | $846.0K | 0.00% | −6,422−51.1% | Reduced |
| Lord, Abbett & Co. LLC | 6,066 | $837.0K | 0.00% | +179+3.0% | Added |
| Zions Bancorporation, N.A. | 6,064 | $836.1K | 0.07% | +484+8.7% | Added |
| Radnor Capital Management, LLC | 6,050 | $834.0K | 0.17% | +3,405+128.7% | Added |
| BancorpSouth Bank | 5,988 | $825.6K | 0.07% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 5,950 | $820.4K | 0.00% | +2,403+67.7% | Added |
| Pathstone Family Office, LLC | 5,817 | $802.0K | 0.01% | +979+20.2% | Added |
| Swedbank AB | 5,800 | $799.7K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 5,768 | $795.3K | 0.29% | −75−1.3% | Reduced |
| Deltec Asset Management LLC | 5,760 | $794.2K | 0.18% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,715 | $788.0K | 0.08% | +264+4.8% | Added |
| Bayesian Capital Management, LP | 5,700 | $785.9K | 0.09% | +5,700 | New |
| CI Private Wealth, LLC | 5,529 | $762.3K | 0.00% | +1,136+25.9% | Added |
| JustInvest LLC | 5,443 | $750.5K | 0.02% | +387+7.7% | Added |
| TownSquare Capital, LLC | 5,407 | $745.4K | 0.01% | −2,081−27.8% | Reduced |
| Wambolt & Associates, LLC | 5,525 | $741.7K | 0.27% | +450+8.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,359 | $738.9K | 0.00% | +268+5.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,356 | $738.0K | 0.00% | +3,619+208.3% | Added |
| Vestcor Inc | 5,330 | $735.0K | 0.03% | +1,981+59.2% | Added |
| Captrust Financial Advisors | 5,287 | $729.0K | 0.00% | +211+4.2% | Added |
| Handelsbanken Fonder AB | 5,237 | $722.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 5,034 | $694.1K | 0.00% | −1,166−18.8% | Reduced |
| Mackenzie Financial Corp | 5,274 | $691.8K | 0.00% | −47,776−90.1% | Reduced |
| Cetera Advisor Networks LLC | 4,835 | $666.7K | 0.00% | +604+14.3% | Added |
| Prudential Financial Inc | 4,820 | $664.6K | 0.00% | −7,293−60.2% | Reduced |
| Angeles Wealth Management, LLC | 4,793 | $660.9K | 0.09% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,645 | $641.0K | 0.00% | +712+18.1% | Added |
| Buckhead Capital Management LLC | 4,537 | $625.6K | 0.26% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 4,450 | $614.0K | 0.02% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 4,370 | $602.5K | 0.43% | +4,370 | New |
| Federated Hermes, Inc. | 4,365 | $601.8K | 0.00% | −846−16.2% | Reduced |
| Citigroup Inc | 4,343 | $598.8K | 0.00% | −4,631−51.6% | Reduced |
| HGK Asset Management Inc | 4,326 | $596.0K | 0.19% | −10−0.2% | Reduced |
| Xponance, Inc. | 4,294 | $592.1K | 0.01% | −37−0.9% | Reduced |
| Mariner, LLC | 4,180 | $576.3K | 0.00% | +250+6.4% | Added |
| Shell Asset Management Co | 4,128 | $569.0K | 0.02% | −71−1.7% | Reduced |
| Foster & Motley Inc | 4,021 | $554.0K | 0.05% | +4,021 | New |
| Freedom Day Solutions, LLC | 4,014 | $553.3K | 0.24% | −676−14.4% | Reduced |
| SG Americas Securities, LLC | 3,973 | $548.0K | 0.01% | −1,577−28.4% | Reduced |
| Pictet Asset Management Holding SA | 3,948 | $544.4K | 0.00% | +3,948 | New |
| Bokf, NA | 4,133 | $538.0K | 0.01% | +17+0.4% | Added |
| Public Employees Retirement Association of Colorado | 3,882 | $535.0K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 3,862 | $532.5K | 0.30% | +1,123+41.0% | Added |
| MML Investors Services, LLC | 3,848 | $531.0K | 0.00% | −94−2.4% | Reduced |
| Keybank National Association | 3,771 | $519.9K | 0.00% | +1,400+59.0% | Added |
| Wright Investors Service Inc | 3,733 | $514.7K | 0.15% | −162−4.2% | Reduced |
| LPL Financial LLC | 3,639 | $501.8K | 0.00% | +220+6.4% | Added |
| Miller Howard Investments Inc | 3,590 | $495.0K | 0.02% | −6−0.2% | Reduced |
| Winton Group Ltd | 3,583 | $494.0K | 0.04% | −1,838−33.9% | Reduced |
| We Are One Seven, LLC | 3,547 | $489.1K | 0.04% | −31−0.9% | Reduced |
| Cresset Asset Management, LLC | 3,374 | $465.2K | 0.00% | +1,276+60.8% | Added |
| Pitcairn Co | 3,327 | $458.7K | 0.04% | −20−0.6% | Reduced |
| Dynamic Advisor Solutions LLC | 3,324 | $458.3K | 0.02% | −23−0.7% | Reduced |
| Pinkerton Retirement Specialists, LLC | 3,300 | $455.0K | 0.10% | +3,300 | New |
| HSBC Holdings PLC | 3,234 | $445.7K | 0.00% | −4,265−56.9% | Reduced |
| Pearl River Capital, LLC | 3,119 | $430.0K | 0.07% | −4,028−56.4% | Reduced |
| New York Life Investment Management LLC | 3,081 | $424.8K | 0.00% | −491−13.7% | Reduced |
| Tremblant Capital Group | 3,066 | $422.7K | 0.05% | +799+35.2% | Added |
| Vident Advisory, LLC | 3,035 | $418.5K | 0.01% | +3,035 | New |
| Securian Asset Management, Inc | 2,952 | $407.0K | 0.01% | −191−6.1% | Reduced |
| Walleye Trading LLC | 2,925 | $403.3K | 0.01% | +2,925 | New |
| Crossmark Global Holdings, Inc. | 3,012 | $403.0K | 0.01% | −2,642−46.7% | Reduced |
| O'Rourke & Company, Inc | 2,886 | $398.0K | 0.29% | +4+0.1% | Added |
| MAI Capital Management | 2,863 | $394.7K | 0.01% | −9−0.3% | Reduced |
| Park Avenue Securities LLC | 2,842 | $392.0K | 0.01% | +2,842 | New |
| XTX Topco Ltd | 2,811 | $387.6K | 0.07% | +2,811 | New |
| DFPG Investments, LLC | 2,775 | $380.4K | 0.04% | −442−13.7% | Reduced |
| Simplex Trading, LLC | 2,732 | $376.0K | 0.01% | +1,463+115.3% | Added |
| Maryland State Retirement & Pension System | 2,716 | $374.5K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 2,670 | $368.1K | 0.01% | +2,670 | New |
| Coldstream Capital Management Inc | 2,649 | $365.3K | 0.01% | −25−0.9% | Reduced |
| Flagship Harbor Advisors, LLC | 2,483 | $342.3K | 0.03% | −105−4.1% | Reduced |
| Baird Financial Group, Inc. | 2,467 | $340.1K | 0.00% | +116+4.9% | Added |
| Lane & Associates LLC | 2,467 | $340.1K | 0.27% | +3+0.1% | Added |
| Yorktown Management & Research Co Inc | 2,375 | $327.5K | 0.37% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 2,372 | $327.1K | 0.15% | 00.0% | Unchanged |
| Creative Planning | 2,335 | $321.9K | 0.00% | +461+24.6% | Added |
| Dark Forest Capital Management LP | 2,316 | $319.3K | 0.03% | +2,316 | New |
| M&T Bank Corp | 2,312 | $318.8K | 0.00% | −1,023−30.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,281 | $314.5K | 0.03% | −51−2.2% | Reduced |
| NewEdge Wealth, LLC | 2,267 | $312.6K | 0.01% | +176+8.4% | Added |
| Intrust Bank NA | 2,262 | $311.9K | 0.04% | +73+3.3% | Added |
| Vestmark Advisory Solutions, Inc. | 2,232 | $307.8K | 0.02% | +141+6.7% | Added |
| CWM Advisors, LLC | 2,225 | $306.8K | 0.04% | −300−11.9% | Reduced |
| Spears Abacus Advisors LLC | 2,114 | $291.5K | 0.02% | −1,780−45.7% | Reduced |
| Cetera Investment Advisers | 2,006 | $276.6K | 0.00% | +14+0.7% | Added |
| Dakota Wealth Management | 1,992 | $274.7K | 0.01% | −1,210−37.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,984 | $273.5K | 0.00% | +1,984 | New |
| The PNC Financial Services Group, Inc. | 1,942 | $267.8K | 0.00% | −79−3.9% | Reduced |
| Utah Retirement Systems | 1,900 | $262.0K | 0.00% | −100−5.0% | Reduced |