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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 2,102 | $359.5K | 0.00% | +602+40.1% | Added |
| Intech Investment Management LLC | 2,078 | $355.4K | 0.01% | −592−22.2% | Reduced |
| NewEdge Wealth, LLC | 2,069 | $354.0K | 0.01% | −198−8.7% | Reduced |
| Sequoia Financial Advisors, LLC | 2,064 | $353.0K | 0.00% | +2,064 | New |
| Lane & Associates LLC | 2,013 | $344.3K | 0.25% | −454−18.4% | Reduced |
| Atom Investors LP | 2,008 | $343.5K | 0.06% | +2,008 | New |
| Dakota Wealth Management | 1,992 | $340.7K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,977 | $338.2K | 0.02% | −255−11.4% | Reduced |
| Cetera Trust Company, N.A | 1,914 | $327.4K | 0.20% | +1,914 | New |
| Utah Retirement Systems | 1,900 | $325.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,894 | $323.9K | 0.00% | −48−2.5% | Reduced |
| Greenleaf Trust | 1,834 | $313.7K | 0.00% | +50+2.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,779 | $304.3K | 0.00% | −7−0.4% | Reduced |
| PEAK6 Investments LLC | 1,775 | $303.6K | 0.01% | +1,775 | New |
| Evercore Wealth Management, LLC | 1,767 | $302.2K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,612 | $275.7K | 0.00% | +1,612 | New |
| Principal Securities, Inc. | 1,601 | $273.9K | 0.01% | +1,601 | New |
| Commonwealth Equity Services, LLC | 1,577 | $270.0K | 0.00% | −131−7.7% | Reduced |
| Cubist Systematic Strategies, LLC | 1,558 | $266.5K | 0.00% | +1,558 | New |
| First Bank & Trust | 1,528 | $261.4K | 0.06% | +35+2.3% | Added |
| Shelton Capital Management | 1,526 | $261.0K | 0.01% | −235−13.3% | Reduced |
| Virtu Financial LLC | 1,510 | $258.0K | 0.02% | +1,510 | New |
| Seven Eight Capital, LP | 1,501 | $256.7K | 0.03% | +1,501 | New |
| Brevan Howard Capital Management LP | 1,475 | $252.3K | 0.03% | +1,475 | New |
| Cambridge Investment Research Advisors, Inc. | 1,476 | $252.0K | 0.00% | −3,880−72.4% | Reduced |
| InterOcean Capital Group, LLC | 1,457 | $249.2K | 0.01% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 1,445 | $247.2K | 0.01% | +1,445 | New |
| JJJ Advisors Inc. | 1,433 | $245.1K | 0.06% | −36−2.5% | Reduced |
| Cornercap Investment Counsel Inc | 1,409 | $241.0K | 0.04% | +1,409 | New |
| Journey Strategic Wealth LLC | 1,405 | $240.3K | 0.01% | +1,405 | New |
| Sherbrooke Park Advisers LLC | 1,402 | $239.8K | 0.11% | +1,402 | New |
| Bond & Devick Financial Network, Inc. | 1,400 | $239.5K | 0.14% | +1,400 | New |
| Parallel Advisors, LLC | 1,351 | $231.2K | 0.01% | +13+1.0% | Added |
| Ingalls & Snyder LLC | 1,339 | $229.0K | 0.01% | +1,339 | New |
| Linden Thomas Advisory Services, LLC | 1,331 | $227.7K | 0.04% | +1,331 | New |
| Janney Montgomery Scott LLC | 1,330 | $227.0K | 0.00% | −9,425−87.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,316 | $225.1K | 0.00% | −120−8.4% | Reduced |
| Summit Global Investments | 1,290 | $221.0K | 0.01% | +1,290 | New |
| Metis Global Partners, LLC | 1,218 | $208.3K | 0.01% | +1,218 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,188 | $203.2K | 0.03% | +1,188 | New |
| Pinkerton Retirement Specialists, LLC | 1,176 | $201.2K | 0.04% | −2,124−64.4% | Reduced |
| Csenge Advisory Group | 1,171 | $200.3K | 0.01% | +1,171 | New |
| Kapitalo Investimentos Ltda | 1,126 | $192.6K | 0.04% | −465−29.2% | Reduced |
| Qube Research & Technologies Ltd | 1,068 | $182.7K | 0.00% | −8,599−89.0% | Reduced |
| Planned Solutions, Inc. | 1,065 | $182.2K | 0.09% | +1,065 | New |
| Ronald Blue Trust, Inc. | 1,305 | $180.0K | 0.00% | +215+19.7% | Added |
| National Bank of Canada | 1,040 | $175.1K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 998 | $170.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 939 | $160.6K | 0.01% | +88+10.3% | Added |
| Parkside Financial Bank & Trust | 791 | $135.3K | 0.02% | +70+9.7% | Added |
| Ci Investments Inc. | 759 | $130.0K | 0.00% | −210−21.7% | Reduced |
| Arlington Trust Co LLC | 699 | $119.6K | 0.03% | +699 | New |
| KBC Group NV | 639 | $109.0K | 0.00% | +101+18.8% | Added |
| Impact Partnership Wealth, LLC | 626 | $107.1K | 0.04% | −307−32.9% | Reduced |
| Global Retirement Partners, LLC | 607 | $102.8K | 0.00% | +280+85.6% | Added |
| Quadrant Capital Group LLC | 596 | $101.9K | 0.01% | −263−30.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 522 | $89.0K | 0.00% | +96+22.5% | Added |
| Assetmark, Inc | 444 | $75.9K | 0.00% | +271+156.6% | Added |
| SYSTM Wealth Solutions LLC | 438 | $74.9K | 0.01% | +438 | New |
| Harvest Fund Management Co., Ltd | 430 | $73.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 323 | $55.2K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 315 | $53.9K | 0.01% | +315 | New |
| Tradition Wealth Management, LLC | 236 | $40.0K | 0.00% | +1+0.4% | Added |
| Allworth Financial LP | 230 | $39.3K | 0.00% | +22+10.6% | Added |
| Huntington National Bank | 225 | $38.5K | 0.00% | +10+4.7% | Added |
| Global X Japan Co., Ltd. | 223 | $38.1K | 0.02% | +223 | New |
| Nomura Asset Management Co Ltd | 220 | $37.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 189 | $32.3K | 0.00% | +7+3.8% | Added |
| Piscataqua Savings Bank | 180 | $30.8K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 177 | $30.3K | 0.00% | +50+39.4% | Added |
| CWM, LLC | 173 | $30.0K | 0.00% | −17−8.9% | Reduced |
| M&R Capital Management Inc | 170 | $29.1K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 175 | $29.0K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 164 | $28.1K | 0.02% | +164 | New |
| Contravisory Investment Management, Inc. | 159 | $27.2K | 0.01% | +159 | New |
| GAMMA Investing LLC | 154 | $26.4K | 0.01% | +154 | New |
| Key Financial Inc | 152 | $26.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 143 | $24.4K | 0.00% | +64+81.0% | Added |
| Farther Finance Advisors, LLC | 142 | $24.3K | 0.00% | +18+14.5% | Added |
| HM Payson & Co | 131 | $22.4K | 0.00% | −131−50.0% | Reduced |
| NBC Securities, Inc. | 131 | $22.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 124 | $21.2K | 0.00% | +17+15.9% | Added |
| Quent Capital, LLC | 118 | $20.2K | 0.00% | +28+31.1% | Added |
| Umb Bank N A | 118 | $20.2K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 113 | $19.3K | 0.01% | +113 | New |
| Bell Investment Advisors, Inc | 110 | $18.8K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 107 | $18.3K | 0.01% | +107 | New |
| Richardson Financial Services Inc. | 102 | $17.4K | 0.02% | +102 | New |
| Smithfield Trust Co | 97 | $17.0K | 0.00% | +97 | New |
| IFP Advisors, Inc | 96 | $16.5K | 0.00% | +84+700.0% | Added |
| MCF Advisors LLC | 95 | $16.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 88 | $15.1K | 0.01% | +88 | New |
| Proequities, Inc. | 87 | $14.9K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 82 | $14.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 79 | $13.5K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 78 | $13.0K | 0.01% | −79−50.3% | Reduced |
| Salem Investment Counselors Inc | 75 | $12.8K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 56 | $10.0K | 0.01% | +56 | New |
| Tradewinds Capital Management, LLC | 55 | $9.41K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 55 | $9.35K | 0.00% | +55 | New |