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, Q1 2024
Institutional positions in Evercore Inc. as of Mar 31, 2024. 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
- 474
- +38 vs. Q4 2023
- Shares held
- 33.7M
- +364.2K (+1.1%) vs. Q4 2023
- Total value
- $6.47B
- +$775.5M (+13.6%) vs. Q4 2023
- New holders
- 75
- 159 more added
- Sold out
- 37
- 165 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $159 | 0.00% | 0 | Unchanged |
| PSI Advisors, LLC | 1 | $193 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1 | $193 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $385 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2 | $385 | 0.00% | +2 | New |
| Bruce G. Allen Investments, LLC | 3 | $578 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4 | $770 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $963 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $1.35K | 0.00% | +5+250.0% | Added |
| Continuum Advisory, LLC | 10 | $1.95K | 0.00% | +10 | New |
| Sound Income Strategies, LLC | 12 | $2.31K | 0.00% | −1−7.7% | Reduced |
| SJS Investment Consulting Inc. | 13 | $2.50K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 14 | $2.70K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14 | $2.70K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $3.08K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 16 | $3.08K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 16 | $3.12K | 0.00% | −80−83.3% | Reduced |
| Front Row Advisors LLC | 17 | $3.27K | 0.00% | +17 | New |
| Abich Financial Wealth Management LLC | 18 | $3.47K | 0.00% | +4+28.6% | Added |
| Prestige Wealth Management Group LLC | 21 | $4.04K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 23 | $4.42K | 0.00% | +23 | New |
| Gen-Wealth Partners Inc | 24 | $4.62K | 0.00% | +24 | New |
| Frazier Financial Advisors, LLC | 25 | $4.82K | 0.00% | +25 | New |
| Bessemer Group Inc | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 26 | $5.09K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27 | $5.20K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $5.39K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 31 | $5.97K | 0.00% | +31 | New |
| BFSG, LLC | 32 | $6.16K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $6.16K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 40 | $6.84K | 0.00% | +40 | New |
| Meeder Asset Management Inc | 37 | $7.13K | 0.00% | +37 | New |
| Harbour Investments, Inc. | 38 | $7.32K | 0.00% | +5+15.2% | Added |
| CVA Family Office, LLC | 40 | $7.70K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 44 | $8.33K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 49 | $9.44K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 54 | $10.4K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 55 | $10.5K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $10.6K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 60 | $11.6K | 0.01% | +60 | New |
| Wetzel Investment Advisors, Inc. | 63 | $11.7K | 0.01% | +7+12.5% | Added |
| Venturi Wealth Management, LLC | 62 | $11.9K | 0.00% | +14+29.2% | Added |
| Richardson Financial Services Inc. | 63 | $12.1K | 0.01% | −39−38.2% | Reduced |
| Salem Investment Counselors Inc | 75 | $14.4K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 77 | $14.8K | 0.00% | +77 | New |
| Covestor Ltd | 76 | $15.0K | 0.01% | −2−2.6% | Reduced |
| LGT Financial Advisors LLC | 79 | $15.2K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 82 | $15.8K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 89 | $17.1K | 0.00% | −134−60.1% | Reduced |
| MCF Advisors LLC | 95 | $18.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 98 | $18.9K | 0.00% | −346−77.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 98 | $18.9K | 0.01% | +76+345.5% | Added |
| Smithfield Trust Co | 97 | $19.0K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 107 | $20.6K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 108 | $21.0K | 0.00% | −23−17.6% | Reduced |
| Bell Investment Advisors, Inc | 110 | $21.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 115 | $22.2K | 0.01% | +115 | New |
| Quent Capital, LLC | 117 | $22.7K | 0.00% | −1−0.8% | Reduced |
| LRI Investments, LLC | 118 | $22.7K | 0.01% | +118 | New |
| Massmutual Trust Co FSB | 125 | $24.1K | 0.00% | +1+0.8% | Added |
| Umb Bank N A | 128 | $24.7K | 0.00% | +10+8.5% | Added |
| HM Payson & Co | 131 | $25.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 143 | $27.1K | 0.00% | +1+0.7% | Added |
| Key Financial Inc | 152 | $29.3K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 159 | $30.6K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 164 | $31.6K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 170 | $32.7K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 175 | $34.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 180 | $34.7K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 182 | $35.1K | 0.00% | +182 | New |
| Lindbrook Capital, LLC | 189 | $36.4K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 200 | $38.5K | 0.01% | +200 | New |
| GAMMA Investing LLC | 215 | $41.4K | 0.01% | +61+39.6% | Added |
| Nomura Asset Management Co Ltd | 220 | $42.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 223 | $42.9K | 0.00% | −7−3.0% | Reduced |
| CWM, LLC | 224 | $43.0K | 0.00% | +51+29.5% | Added |
| Steward Partners Investment Advisory, LLC | 260 | $50.1K | 0.00% | −1,056−80.2% | Reduced |
| Signaturefd, LLC | 260 | $50.1K | 0.00% | +83+46.9% | Added |
| Huntington National Bank | 268 | $51.6K | 0.00% | +43+19.1% | Added |
| GeoWealth Management, LLC | 305 | $58.7K | 0.00% | +305 | New |
| Walleye Trading LLC | 311 | $59.9K | 0.00% | −4,483−93.5% | Reduced |
| Core Alternative Capital | 315 | $60.7K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 317 | $61.1K | 0.03% | +229+260.2% | Added |
| First Horizon Advisors, Inc. | 323 | $62.2K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 346 | $66.6K | 0.00% | −652−65.3% | Reduced |
| CIBC Private Wealth Group, LLC | 359 | $67.9K | 0.00% | +359 | New |
| GWM Advisors LLC | 370 | $71.3K | 0.00% | +227+158.7% | Added |
| Toronto Dominion Bank | 440 | $84.7K | 0.00% | +440 | New |
| SYSTM Wealth Solutions LLC | 496 | $95.5K | 0.01% | +58+13.2% | Added |
| Global Retirement Partners, LLC | 525 | $101.1K | 0.00% | −82−13.5% | Reduced |
| Picton Mahoney Asset Management | 535 | $103.0K | 0.00% | +535 | New |
| Impact Partnership Wealth, LLC | 604 | $116.5K | 0.05% | −22−3.5% | Reduced |
| Quadrant Capital Group LLC | 611 | $117.7K | 0.01% | +15+2.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 675 | $130.0K | 0.00% | +153+29.3% | Added |
| Arlington Trust Co LLC | 699 | $134.6K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 791 | $152.0K | 0.00% | +152+23.8% | Added |
| EverSource Wealth Advisors, LLC | 878 | $159.4K | 0.01% | −61−6.5% | Reduced |
| Ci Investments Inc. | 882 | $170.0K | 0.00% | +123+16.2% | Added |
| Manchester Capital Management LLC | 908 | $174.9K | 0.02% | +859+1,753.1% | Added |