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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 1,786 | $246.2K | 0.00% | +1,786 | New |
| Greenleaf Trust | 1,784 | $246.0K | 0.00% | +1+0.1% | Added |
| Evercore Wealth Management, LLC | 1,767 | $243.6K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 1,761 | $242.8K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 1,708 | $236.0K | 0.00% | +29+1.7% | Added |
| ISAM Funds (UK) Ltd | 1,668 | $230.0K | 0.15% | +1,668 | New |
| Commerce Bank | 1,605 | $221.3K | 0.00% | +1,605 | New |
| Oak Thistle LLC | 1,601 | $220.7K | 0.07% | +1,601 | New |
| Kapitalo Investimentos Ltda | 1,591 | $219.4K | 0.03% | +1,591 | New |
| Hamilton Capital Partners Inc. | 1,574 | $217.0K | 0.08% | +117+8.0% | Added |
| D. E. Shaw & Co., Inc. | 1,500 | $206.8K | 0.00% | +1,500 | New |
| First Bank & Trust | 1,493 | $205.9K | 0.05% | +1,493 | New |
| Quantamental Technologies LLC | 1,481 | $204.2K | 0.19% | −1,971−57.1% | Reduced |
| JJJ Advisors Inc. | 1,469 | $202.5K | 0.05% | +17+1.2% | Added |
| InterOcean Capital Group, LLC | 1,457 | $200.9K | 0.01% | +1,457 | New |
| Stokes Family Office, LLC | 1,455 | $200.6K | 0.02% | +1,455 | New |
| Steward Partners Investment Advisory, LLC | 1,436 | $198.0K | 0.00% | −328−18.6% | Reduced |
| Exchange Traded Concepts, LLC | 1,386 | $191.1K | 0.01% | +1,386 | New |
| Parallel Advisors, LLC | 1,338 | $184.5K | 0.01% | +4+0.3% | Added |
| Westpac Banking Corp | 1,300 | $179.2K | 0.01% | +1,300 | New |
| National Bank of Canada | 1,040 | $138.2K | 0.00% | +1,040 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 998 | $137.6K | 0.00% | −2,066−67.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,090 | $135.0K | 0.00% | +650+147.7% | Added |
| Ci Investments Inc. | 969 | $134.0K | 0.00% | +17+1.8% | Added |
| Impact Partnership Wealth, LLC | 933 | $128.7K | 0.04% | +933 | New |
| Tower Research Capital LLC (TRC) | 897 | $123.7K | 0.00% | −1,220−57.6% | Reduced |
| Quadrant Capital Group LLC | 859 | $118.4K | 0.01% | +282+48.9% | Added |
| EverSource Wealth Advisors, LLC | 851 | $117.3K | 0.01% | +23+2.8% | Added |
| Parkside Financial Bank & Trust | 721 | $99.4K | 0.02% | +77+12.0% | Added |
| TD Private Client Wealth LLC | 613 | $84.5K | 0.00% | −45−6.8% | Reduced |
| KBC Group NV | 538 | $74.0K | 0.00% | +538 | New |
| 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 |
| First Horizon Advisors, Inc. | 323 | $44.5K | 0.00% | −20−5.8% | Reduced |
| Global Retirement Partners, LLC | 327 | $43.2K | 0.00% | −87−21.0% | Reduced |
| HM Payson & Co | 262 | $36.1K | 0.00% | +262 | New |
| Tradition Wealth Management, LLC | 235 | $32.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 224 | $30.9K | 0.01% | −750−77.0% | Reduced |
| Nomura Asset Management Co Ltd | 220 | $30.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 215 | $29.6K | 0.00% | −53−19.8% | Reduced |
| Headlands Technologies LLC | 210 | $29.0K | 0.01% | +210 | New |
| Allworth Financial LP | 208 | $28.7K | 0.00% | −5−2.3% | Reduced |
| CWM, LLC | 190 | $26.0K | 0.00% | −209−52.4% | Reduced |
| Lindbrook Capital, LLC | 182 | $25.1K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 180 | $24.8K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 175 | $24.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 173 | $23.9K | 0.00% | +54+45.4% | Added |
| M&R Capital Management Inc | 170 | $23.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 157 | $22.0K | 0.02% | −144−47.8% | Reduced |
| Key Financial Inc | 152 | $21.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 131 | $18.0K | 0.00% | +131 | New |
| Signaturefd, LLC | 127 | $17.5K | 0.00% | +47+58.8% | Added |
| Farther Finance Advisors, LLC | 124 | $17.1K | 0.00% | +21+20.4% | Added |
| Umb Bank N A | 118 | $16.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 118 | $16.0K | 0.00% | +90+321.4% | Added |
| Brown Brothers Harriman & Co | 112 | $15.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 110 | $15.2K | 0.00% | −6−5.2% | Reduced |
| Massmutual Trust Co FSB | 107 | $14.8K | 0.00% | +7+7.0% | Added |
| MCF Advisors LLC | 95 | $13.1K | 0.00% | −21−18.1% | Reduced |
| Quent Capital, LLC | 90 | $12.4K | 0.00% | +28+45.2% | Added |
| Proequities, Inc. | 87 | $12.0K | 0.00% | −7−7.4% | Reduced |
| Duncker Streett & Co Inc | 82 | $11.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 79 | $10.9K | 0.00% | +74+1,480.0% | Added |
| LGT Financial Advisors LLC | 79 | $10.9K | 0.01% | +79 | New |
| Salem Investment Counselors Inc | 75 | $10.3K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 65 | $8.96K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $7.58K | 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 |
| Global Financial Private Client, LLC | 44 | $5.91K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 45 | $5.90K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 38 | $5.24K | 0.00% | +16+72.7% | Added |
| Macroview Investment Management LLC | 34 | $4.67K | 0.01% | +34 | New |
| Lee Financial Co | 33 | $4.55K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 31 | $4.00K | 0.00% | +31 | New |
| JFS Wealth Advisors, LLC | 29 | $4.00K | 0.00% | +6+26.1% | Added |
| Glassman Wealth Services | 28 | $3.86K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27 | $3.72K | 0.00% | +27 | New |
| Clearstead Advisors, LLC | 26 | $3.58K | 0.00% | +26 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $3.03K | 0.00% | +22 | New |
| Prestige Wealth Management Group LLC | 21 | $2.90K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 20 | $2.76K | 0.00% | −14−41.2% | Reduced |
| Bellevue Asset Management, LLC | 20 | $2.76K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 17 | $2.34K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $2.21K | 0.00% | −1−5.9% | 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 |
| IFP Advisors, Inc | 12 | $1.66K | 0.00% | −18−60.0% | Reduced |
| Sound Income Strategies, LLC | 10 | $1.38K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8 | $1.04K | 0.00% | −45−84.9% | Reduced |
| ClariVest Asset Management LLC | 8 | $1.00K | 0.00% | −5,968−99.9% | Reduced |
| Capital Analysts, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Whittier Trust Co | 7 | $965 | 0.00% | +7 | New |
| Tucker Asset Management LLC | 5 | $689 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2 | $276 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 2 | $247 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $138 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | +2 | New |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −1,227−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −131,435−100.0% | Sold out |