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, Q4 2023
Institutional positions in Evercore Inc. as of Dec 31, 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
- 437
- +43 vs. Q3 2023
- Shares held
- 33.3M
- +192.0K (+0.6%) vs. Q3 2023
- Total value
- $5.70B
- +$1.12B (+24.4%) vs. Q3 2023
- New holders
- 66
- 134 more added
- Sold out
- 23
- 175 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 1,316 | $225.1K | 0.00% | −120−8.4% | Reduced |
| Janney Montgomery Scott LLC | 1,330 | $227.0K | 0.00% | −9,425−87.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,331 | $227.7K | 0.04% | +1,331 | New |
| Ingalls & Snyder LLC | 1,339 | $229.0K | 0.01% | +1,339 | New |
| Parallel Advisors, LLC | 1,351 | $231.2K | 0.01% | +13+1.0% | Added |
| Bond & Devick Financial Network, Inc. | 1,400 | $239.5K | 0.14% | +1,400 | New |
| Sherbrooke Park Advisers LLC | 1,402 | $239.8K | 0.11% | +1,402 | New |
| Journey Strategic Wealth LLC | 1,405 | $240.3K | 0.01% | +1,405 | New |
| Cornercap Investment Counsel Inc | 1,409 | $241.0K | 0.04% | +1,409 | New |
| JJJ Advisors Inc. | 1,433 | $245.1K | 0.06% | −36−2.5% | Reduced |
| CBOE Vest Financial, LLC | 1,445 | $247.2K | 0.01% | +1,445 | New |
| InterOcean Capital Group, LLC | 1,457 | $249.2K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,476 | $252.0K | 0.00% | −3,880−72.4% | Reduced |
| Brevan Howard Capital Management LP | 1,475 | $252.3K | 0.03% | +1,475 | New |
| Seven Eight Capital, LP | 1,501 | $256.7K | 0.03% | +1,501 | New |
| Virtu Financial LLC | 1,510 | $258.0K | 0.02% | +1,510 | New |
| Shelton Capital Management | 1,526 | $261.0K | 0.01% | −235−13.3% | Reduced |
| First Bank & Trust | 1,528 | $261.4K | 0.06% | +35+2.3% | Added |
| Cubist Systematic Strategies, LLC | 1,558 | $266.5K | 0.00% | +1,558 | New |
| Commonwealth Equity Services, LLC | 1,577 | $270.0K | 0.00% | −131−7.7% | Reduced |
| Principal Securities, Inc. | 1,601 | $273.9K | 0.01% | +1,601 | New |
| Jefferies Financial Group Inc. | 1,612 | $275.7K | 0.00% | +1,612 | New |
| Evercore Wealth Management, LLC | 1,767 | $302.2K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,775 | $303.6K | 0.01% | +1,775 | New |
| Envestnet Portfolio Solutions, Inc. | 1,779 | $304.3K | 0.00% | −7−0.4% | Reduced |
| Greenleaf Trust | 1,834 | $313.7K | 0.00% | +50+2.8% | Added |
| The PNC Financial Services Group, Inc. | 1,894 | $323.9K | 0.00% | −48−2.5% | Reduced |
| Utah Retirement Systems | 1,900 | $325.0K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,914 | $327.4K | 0.20% | +1,914 | New |
| Vestmark Advisory Solutions, Inc. | 1,977 | $338.2K | 0.02% | −255−11.4% | Reduced |
| Dakota Wealth Management | 1,992 | $340.7K | 0.01% | 00.0% | Unchanged |
| Atom Investors LP | 2,008 | $343.5K | 0.06% | +2,008 | New |
| Lane & Associates LLC | 2,013 | $344.3K | 0.25% | −454−18.4% | Reduced |
| Sequoia Financial Advisors, LLC | 2,064 | $353.0K | 0.00% | +2,064 | New |
| NewEdge Wealth, LLC | 2,069 | $354.0K | 0.01% | −198−8.7% | Reduced |
| Intech Investment Management LLC | 2,078 | $355.4K | 0.01% | −592−22.2% | Reduced |
| D. E. Shaw & Co., Inc. | 2,102 | $359.5K | 0.00% | +602+40.1% | Added |
| Spears Abacus Advisors LLC | 2,114 | $361.6K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,157 | $368.9K | 0.03% | −326−13.1% | Reduced |
| Bayesian Capital Management, LP | 2,200 | $376.3K | 0.04% | −3,500−61.4% | Reduced |
| CWM Advisors, LLC | 2,241 | $383.3K | 0.04% | +16+0.7% | Added |
| M&T Bank Corp | 2,243 | $383.7K | 0.00% | −69−3.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,259 | $386.4K | 0.04% | −22−1.0% | Reduced |
| Baird Financial Group, Inc. | 2,286 | $391.0K | 0.00% | −181−7.3% | Reduced |
| Cetera Investment Advisers | 2,325 | $397.7K | 0.00% | +319+15.9% | Added |
| Argonautica Private Wealth Management, Inc | 2,372 | $405.7K | 0.17% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 2,375 | $406.2K | 0.42% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 2,398 | $410.1K | 0.00% | +414+20.9% | Added |
| Federation des caisses Desjardins du Quebec | 2,400 | $410.5K | 0.00% | +2,400 | New |
| Intrust Bank NA | 2,474 | $423.2K | 0.05% | +212+9.4% | Added |
| Hamilton Capital Partners Inc. | 2,524 | $431.7K | 0.09% | +950+60.4% | Added |
| APG Asset Management N.V. | 2,800 | $433.6K | 0.00% | −10,000−78.1% | Reduced |
| Handelsinvest Investeringsforvaltning | 2,555 | $437.0K | 0.18% | +2,555 | New |
| DFPG Investments, LLC | 2,713 | $444.0K | 0.03% | −62−2.2% | Reduced |
| Pearl River Capital, LLC | 2,618 | $447.8K | 0.07% | −501−16.1% | Reduced |
| Aviva PLC | 2,666 | $456.0K | 0.00% | −8,685−76.5% | Reduced |
| Maryland State Retirement & Pension System | 2,716 | $464.6K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,734 | $468.0K | 0.01% | −278−9.2% | Reduced |
| Coldstream Capital Management Inc | 2,779 | $475.4K | 0.01% | +130+4.9% | Added |
| Vident Advisory, LLC | 2,801 | $479.1K | 0.01% | −234−7.7% | Reduced |
| Wolverine Trading, LLC | 2,806 | $480.0K | 0.00% | +2,806 | New |
| MAI Capital Management | 2,860 | $489.2K | 0.01% | −3−0.1% | Reduced |
| Securian Asset Management, Inc | 2,952 | $504.9K | 0.01% | 00.0% | Unchanged |
| Inceptionr LLC | 2,992 | $511.8K | 0.37% | −870−22.5% | Reduced |
| New York Life Investment Management LLC | 2,993 | $512.0K | 0.01% | −88−2.9% | Reduced |
| O'Rourke & Company, Inc | 3,004 | $514.0K | 0.33% | +118+4.1% | Added |
| Dynamic Advisor Solutions LLC | 3,123 | $520.3K | 0.02% | −201−6.0% | Reduced |
| Winton Group Ltd | 3,098 | $529.9K | 0.04% | −485−13.5% | Reduced |
| Park Avenue Securities LLC | 3,120 | $534.0K | 0.01% | +278+9.8% | Added |
| XTX Topco Ltd | 3,180 | $543.9K | 0.12% | +369+13.1% | Added |
| Shell Asset Management Co | 3,198 | $547.0K | 0.03% | −930−22.5% | Reduced |
| Pitcairn Co | 3,281 | $561.2K | 0.04% | −46−1.4% | Reduced |
| We Are One Seven, LLC | 3,330 | $569.6K | 0.03% | −217−6.1% | Reduced |
| Creative Planning | 3,348 | $572.6K | 0.00% | +1,013+43.4% | Added |
| Bokf, NA | 3,417 | $584.5K | 0.01% | −716−17.3% | Reduced |
| Tremblant Capital Group | 3,602 | $616.1K | 0.07% | +536+17.5% | Added |
| Miller Howard Investments Inc | 3,635 | $621.8K | 0.02% | +45+1.3% | Added |
| SG Americas Securities, LLC | 3,665 | $627.0K | 0.01% | −308−7.8% | Reduced |
| Centiva Capital, LP | 3,673 | $628.3K | 0.04% | +3,673 | New |
| Wright Investors Service Inc | 3,711 | $634.8K | 0.18% | −22−0.6% | Reduced |
| Citigroup Inc | 3,761 | $643.3K | 0.00% | −582−13.4% | Reduced |
| TD Private Client Wealth LLC | 3,863 | $660.8K | 0.02% | +3,250+530.2% | Added |
| Public Employees Retirement Association of Colorado | 3,882 | $664.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,886 | $664.7K | 0.00% | −479−11.0% | Reduced |
| Kendall Capital Management | 3,920 | $670.5K | 0.26% | −2,355−37.5% | Reduced |
| Cresset Asset Management, LLC | 3,924 | $671.2K | 0.00% | +550+16.3% | Added |
| Tower Research Capital LLC (TRC) | 4,035 | $690.2K | 0.01% | +3,138+349.8% | Added |
| LPL Financial LLC | 4,080 | $697.8K | 0.00% | +441+12.1% | Added |
| Pictet Asset Management Holding SA | 4,149 | $709.7K | 0.00% | +201+5.1% | Added |
| Freedom Day Solutions, LLC | 4,171 | $713.3K | 0.28% | +157+3.9% | Added |
| HGK Asset Management Inc | 4,186 | $716.0K | 0.17% | −140−3.2% | Reduced |
| Xponance, Inc. | 4,288 | $733.5K | 0.01% | −6−0.1% | Reduced |
| Commerce Bank | 4,290 | $733.8K | 0.01% | +2,685+167.3% | Added |
| MML Investors Services, LLC | 4,345 | $743.0K | 0.00% | +497+12.9% | Added |
| Keybank National Association | 4,376 | $748.5K | 0.00% | +605+16.0% | Added |
| Mariner, LLC | 4,427 | $757.6K | 0.00% | +247+5.9% | Added |
| Sit Investment Associates Inc | 4,450 | $761.0K | 0.02% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 4,537 | $776.1K | 0.29% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 4,685 | $801.4K | 0.52% | +315+7.2% | Added |
| Angeles Wealth Management, LLC | 4,793 | $819.8K | 0.10% | 00.0% | Unchanged |