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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 7,302 | $1.25M | 0.09% | +7,302 | New |
| New Mexico Educational Retirement Board | 7,300 | $1.25M | 0.05% | 00.0% | Unchanged |
| Stifel Financial Corp | 7,227 | $1.24M | 0.00% | −703−8.9% | Reduced |
| Pathstone Holdings, LLC | 7,171 | $1.23M | 0.01% | +7,171 | New |
| Fifth Third Bancorp | 7,122 | $1.22M | 0.01% | −83−1.2% | Reduced |
| Hohimer Wealth Management, LLC | 6,850 | $1.17M | 0.30% | +121+1.8% | Added |
| James Investment Research Inc | 6,774 | $1.16M | 0.15% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,598 | $1.13M | 0.00% | −2,899−30.5% | Reduced |
| Foster & Motley Inc | 6,553 | $1.12M | 0.08% | +2,532+63.0% | Added |
| Lord, Abbett & Co. LLC | 6,453 | $1.10M | 0.00% | +387+6.4% | Added |
| Pacer Advisors, Inc. | 6,230 | $1.07M | 0.00% | +1,196+23.8% | Added |
| DGS Capital Management, LLC | 6,150 | $1.05M | 0.40% | −15−0.2% | Reduced |
| Wambolt & Associates, LLC | 6,113 | $1.05M | 0.34% | +588+10.6% | Added |
| Radnor Capital Management, LLC | 6,040 | $1.03M | 0.19% | −10−0.2% | Reduced |
| Prudential Financial Inc | 6,024 | $1.03M | 0.00% | +1,204+25.0% | Added |
| First Hawaiian Bank | 6,005 | $1.03M | 0.03% | −655−9.8% | Reduced |
| BancorpSouth Bank | 5,988 | $1.02M | 0.08% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 5,918 | $1.01M | 0.00% | +644+12.2% | Added |
| HSBC Holdings PLC | 5,864 | $1.01M | 0.00% | +2,630+81.3% | Added |
| Swedbank AB | 5,800 | $992.1K | 0.00% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,795 | $991.2K | 0.09% | +80+1.4% | Added |
| Deltec Asset Management LLC | 5,760 | $985.2K | 0.22% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5,687 | $972.8K | 0.00% | −8,127−58.8% | Reduced |
| Zions Bancorporation, N.A. | 5,659 | $968.0K | 0.07% | −405−6.7% | Reduced |
| PDT Partners, LLC | 5,577 | $953.9K | 0.11% | −7,453−57.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 5,374 | $919.2K | 0.00% | +15+0.3% | Added |
| HighTower Advisors, LLC | 5,346 | $918.0K | 0.00% | +701+15.1% | Added |
| Vestcor Inc | 5,330 | $912.0K | 0.03% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 5,322 | $910.3K | 0.05% | −3,244−37.9% | Reduced |
| Handelsbanken Fonder AB | 5,237 | $896.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 5,203 | $889.9K | 0.00% | +368+7.6% | Added |
| Legacy Wealth Asset Management, LLC | 5,176 | $885.4K | 0.29% | −592−10.3% | Reduced |
| TownSquare Capital, LLC | 5,159 | $882.4K | 0.02% | −248−4.6% | Reduced |
| Captrust Financial Advisors | 5,057 | $865.1K | 0.00% | −230−4.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,017 | $858.2K | 0.08% | +5,017 | New |
| Susquehanna International Group, LLP | 5,008 | $856.6K | 0.00% | −942−15.8% | Reduced |
| Walleye Trading LLC | 4,794 | $820.0K | 0.01% | +1,869+63.9% | Added |
| Angeles Wealth Management, LLC | 4,793 | $819.8K | 0.10% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 4,685 | $801.4K | 0.52% | +315+7.2% | Added |
| Buckhead Capital Management LLC | 4,537 | $776.1K | 0.29% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 4,450 | $761.0K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 4,427 | $757.6K | 0.00% | +247+5.9% | Added |
| Keybank National Association | 4,376 | $748.5K | 0.00% | +605+16.0% | Added |
| MML Investors Services, LLC | 4,345 | $743.0K | 0.00% | +497+12.9% | Added |
| Commerce Bank | 4,290 | $733.8K | 0.01% | +2,685+167.3% | Added |
| Xponance, Inc. | 4,288 | $733.5K | 0.01% | −6−0.1% | Reduced |
| HGK Asset Management Inc | 4,186 | $716.0K | 0.17% | −140−3.2% | Reduced |
| Freedom Day Solutions, LLC | 4,171 | $713.3K | 0.28% | +157+3.9% | Added |
| Pictet Asset Management Holding SA | 4,149 | $709.7K | 0.00% | +201+5.1% | Added |
| LPL Financial LLC | 4,080 | $697.8K | 0.00% | +441+12.1% | Added |
| Tower Research Capital LLC (TRC) | 4,035 | $690.2K | 0.01% | +3,138+349.8% | Added |
| Cresset Asset Management, LLC | 3,924 | $671.2K | 0.00% | +550+16.3% | Added |
| Kendall Capital Management | 3,920 | $670.5K | 0.26% | −2,355−37.5% | Reduced |
| Federated Hermes, Inc. | 3,886 | $664.7K | 0.00% | −479−11.0% | Reduced |
| Public Employees Retirement Association of Colorado | 3,882 | $664.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,863 | $660.8K | 0.02% | +3,250+530.2% | Added |
| Citigroup Inc | 3,761 | $643.3K | 0.00% | −582−13.4% | Reduced |
| Wright Investors Service Inc | 3,711 | $634.8K | 0.18% | −22−0.6% | Reduced |
| Centiva Capital, LP | 3,673 | $628.3K | 0.04% | +3,673 | New |
| SG Americas Securities, LLC | 3,665 | $627.0K | 0.01% | −308−7.8% | Reduced |
| Miller Howard Investments Inc | 3,635 | $621.8K | 0.02% | +45+1.3% | Added |
| Tremblant Capital Group | 3,602 | $616.1K | 0.07% | +536+17.5% | Added |
| Bokf, NA | 3,417 | $584.5K | 0.01% | −716−17.3% | Reduced |
| Creative Planning | 3,348 | $572.6K | 0.00% | +1,013+43.4% | Added |
| We Are One Seven, LLC | 3,330 | $569.6K | 0.03% | −217−6.1% | Reduced |
| Pitcairn Co | 3,281 | $561.2K | 0.04% | −46−1.4% | Reduced |
| Shell Asset Management Co | 3,198 | $547.0K | 0.03% | −930−22.5% | Reduced |
| XTX Topco Ltd | 3,180 | $543.9K | 0.12% | +369+13.1% | Added |
| Park Avenue Securities LLC | 3,120 | $534.0K | 0.01% | +278+9.8% | Added |
| Winton Group Ltd | 3,098 | $529.9K | 0.04% | −485−13.5% | Reduced |
| Dynamic Advisor Solutions LLC | 3,123 | $520.3K | 0.02% | −201−6.0% | Reduced |
| O'Rourke & Company, Inc | 3,004 | $514.0K | 0.33% | +118+4.1% | Added |
| New York Life Investment Management LLC | 2,993 | $512.0K | 0.01% | −88−2.9% | Reduced |
| Inceptionr LLC | 2,992 | $511.8K | 0.37% | −870−22.5% | Reduced |
| Securian Asset Management, Inc | 2,952 | $504.9K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 2,860 | $489.2K | 0.01% | −3−0.1% | Reduced |
| Wolverine Trading, LLC | 2,806 | $480.0K | 0.00% | +2,806 | New |
| Vident Advisory, LLC | 2,801 | $479.1K | 0.01% | −234−7.7% | Reduced |
| Coldstream Capital Management Inc | 2,779 | $475.4K | 0.01% | +130+4.9% | Added |
| Crossmark Global Holdings, Inc. | 2,734 | $468.0K | 0.01% | −278−9.2% | Reduced |
| Maryland State Retirement & Pension System | 2,716 | $464.6K | 0.01% | 00.0% | Unchanged |
| Aviva PLC | 2,666 | $456.0K | 0.00% | −8,685−76.5% | Reduced |
| Pearl River Capital, LLC | 2,618 | $447.8K | 0.07% | −501−16.1% | Reduced |
| DFPG Investments, LLC | 2,713 | $444.0K | 0.03% | −62−2.2% | Reduced |
| Handelsinvest Investeringsforvaltning | 2,555 | $437.0K | 0.18% | +2,555 | New |
| APG Asset Management N.V. | 2,800 | $433.6K | 0.00% | −10,000−78.1% | Reduced |
| Hamilton Capital Partners Inc. | 2,524 | $431.7K | 0.09% | +950+60.4% | Added |
| Intrust Bank NA | 2,474 | $423.2K | 0.05% | +212+9.4% | Added |
| Federation des caisses Desjardins du Quebec | 2,400 | $410.5K | 0.00% | +2,400 | New |
| Wealth Enhancement Advisory Services, LLC | 2,398 | $410.1K | 0.00% | +414+20.9% | Added |
| Yorktown Management & Research Co Inc | 2,375 | $406.2K | 0.42% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 2,372 | $405.7K | 0.17% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,325 | $397.7K | 0.00% | +319+15.9% | Added |
| Baird Financial Group, Inc. | 2,286 | $391.0K | 0.00% | −181−7.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,259 | $386.4K | 0.04% | −22−1.0% | Reduced |
| M&T Bank Corp | 2,243 | $383.7K | 0.00% | −69−3.0% | Reduced |
| CWM Advisors, LLC | 2,241 | $383.3K | 0.04% | +16+0.7% | Added |
| Bayesian Capital Management, LP | 2,200 | $376.3K | 0.04% | −3,500−61.4% | Reduced |
| Flagship Harbor Advisors, LLC | 2,157 | $368.9K | 0.03% | −326−13.1% | Reduced |
| Spears Abacus Advisors LLC | 2,114 | $361.6K | 0.03% | 00.0% | Unchanged |