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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 937 | $180.5K | 0.03% | +146+18.5% | Added |
| Principal Securities, Inc. | 941 | $181.2K | 0.01% | −660−41.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,012 | $194.9K | 0.00% | −293−22.5% | Reduced |
| National Bank of Canada | 1,020 | $200.1K | 0.00% | −20−1.9% | Reduced |
| Los Angeles Capital Management LLC | 1,048 | $201.8K | 0.00% | +1,048 | New |
| Investment House LLC | 1,050 | $202.2K | 0.01% | +1,050 | New |
| Linden Thomas Advisory Services, LLC | 1,054 | $203.0K | 0.03% | −277−20.8% | Reduced |
| Mercer Global Advisors Inc | 1,052 | $203.0K | 0.00% | +1,052 | New |
| Fielder Capital Group LLC | 1,062 | $204.5K | 0.09% | +1,062 | New |
| Planned Solutions, Inc. | 1,065 | $205.1K | 0.10% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,109 | $213.6K | 0.19% | +1,109 | New |
| Independent Financial Group, LLC | 1,132 | $218.1K | 0.01% | +1,132 | New |
| Dakota Wealth Management | 1,159 | $223.2K | 0.01% | −833−41.8% | Reduced |
| Diametric Capital, LP | 1,168 | $224.9K | 0.12% | +1,168 | New |
| Metis Global Partners, LLC | 1,218 | $234.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,220 | $235.0K | 0.03% | +32+2.7% | Added |
| Profund Advisors LLC | 1,256 | $241.9K | 0.01% | +1,256 | New |
| Boothbay Fund Management, LLC | 1,349 | $259.8K | 0.01% | +1,349 | New |
| Journey Strategic Wealth LLC | 1,378 | $265.4K | 0.01% | −27−1.9% | Reduced |
| Proequities, Inc. | 1,390 | $267.7K | 0.02% | +1,303+1,497.7% | Added |
| Cornercap Investment Counsel Inc | 1,396 | $268.9K | 0.04% | −13−0.9% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,400 | $269.6K | 0.15% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,433 | $276.0K | 0.06% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,440 | $277.0K | 0.02% | +1,010+234.9% | Added |
| Verition Fund Management LLC | 1,447 | $278.7K | 0.00% | +1,447 | New |
| Jump Financial, LLC | 1,453 | $279.8K | 0.01% | +1,453 | New |
| InterOcean Capital Group, LLC | 1,470 | $283.1K | 0.01% | +13+0.9% | Added |
| Schonfeld Strategic Advisors LLC | 1,500 | $288.9K | 0.00% | +1,500 | New |
| Parallel Advisors, LLC | 1,500 | $289.0K | 0.01% | +149+11.0% | Added |
| Shelton Capital Management | 1,526 | $293.9K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,563 | $301.0K | 0.00% | +87+5.9% | Added |
| Valeo Financial Advisors, LLC | 1,620 | $302.3K | 0.01% | +1,620 | New |
| First Bank & Trust | 1,591 | $306.4K | 0.06% | +63+4.1% | Added |
| Oppenheimer & Co Inc | 1,598 | $307.8K | 0.01% | +1,598 | New |
| Fox Run Management, L.L.C. | 1,611 | $310.3K | 0.07% | +1,611 | New |
| Commonwealth Equity Services, LLC | 1,624 | $313.0K | 0.00% | +47+3.0% | Added |
| Tower Research Capital LLC (TRC) | 1,648 | $317.4K | 0.01% | −2,387−59.2% | Reduced |
| Entropy Technologies, LP | 1,662 | $320.1K | 0.03% | +1,662 | New |
| Hamilton Capital Partners Inc. | 1,676 | $322.8K | 0.04% | −848−33.6% | Reduced |
| Handelsinvest Investeringsforvaltning | 1,682 | $324.0K | 0.16% | −873−34.2% | Reduced |
| Consolidated Planning Corp | 1,713 | $330.0K | 0.06% | +1,713 | New |
| Vestmark Advisory Solutions, Inc. | 1,742 | $335.6K | 0.01% | −235−11.9% | Reduced |
| Evercore Wealth Management, LLC | 1,767 | $340.3K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,789 | $344.5K | 0.02% | +1,789 | New |
| Petrus Trust Company, LTA | 1,789 | $344.5K | 0.03% | +1,789 | New |
| NewEdge Wealth, LLC | 1,852 | $345.5K | 0.01% | −217−10.5% | Reduced |
| Greenleaf Trust | 1,795 | $345.7K | 0.00% | −39−2.1% | Reduced |
| Harbor Capital Advisors, Inc. | 1,795 | $346.0K | 0.05% | −13,617−88.4% | Reduced |
| USA Financial Portformulas Corp | 1,799 | $346.5K | 0.06% | +1,799 | New |
| Lane & Associates LLC | 1,804 | $347.5K | 0.22% | −209−10.4% | Reduced |
| Scientech Research LLC | 1,811 | $348.8K | 0.18% | +1,811 | New |
| Cetera Trust Company, N.A | 1,814 | $349.4K | 0.21% | −100−5.2% | Reduced |
| Sherbrooke Park Advisers LLC | 1,848 | $355.9K | 0.07% | +446+31.8% | Added |
| The PNC Financial Services Group, Inc. | 1,861 | $358.4K | 0.00% | −33−1.7% | Reduced |
| Utah Retirement Systems | 1,900 | $365.9K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 2,022 | $389.4K | 0.00% | −221−9.9% | Reduced |
| Spears Abacus Advisors LLC | 2,114 | $407.1K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,400 | $410.5K | 0.00% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 2,138 | $411.8K | 0.13% | +2,138 | New |
| Flagship Harbor Advisors, LLC | 2,149 | $413.8K | 0.03% | −8−0.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,176 | $419.1K | 0.03% | −83−3.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 2,245 | $432.4K | 0.02% | −3,077−57.8% | Reduced |
| Baird Financial Group, Inc. | 2,300 | $443.0K | 0.00% | +14+0.6% | Added |
| Shell Asset Management Co | 2,156 | $449.0K | 0.02% | −1,042−32.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,357 | $454.0K | 0.00% | +578+32.5% | Added |
| Chiron Investment Management, LLC | 2,370 | $456.4K | 0.20% | +2,370 | New |
| Argonautica Private Wealth Management, Inc | 2,372 | $456.8K | 0.16% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 2,375 | $457.4K | 0.44% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,401 | $462.4K | 0.35% | +2,401 | New |
| Park Avenue Securities LLC | 2,407 | $464.0K | 0.01% | −713−22.9% | Reduced |
| Diversify Advisory Services, LLC | 2,476 | $468.6K | 0.03% | +2,476 | New |
| Intrust Bank NA | 2,509 | $483.2K | 0.05% | +35+1.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,550 | $491.1K | 0.00% | +152+6.3% | Added |
| Maryland State Retirement & Pension System | 2,716 | $507.5K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,740 | $528.0K | 0.00% | +1,410+106.0% | Added |
| Crossmark Global Holdings, Inc. | 2,779 | $535.0K | 0.01% | +45+1.6% | Added |
| Susquehanna International Group, LLP | 2,781 | $535.6K | 0.00% | −2,227−44.5% | Reduced |
| Coldstream Capital Management Inc | 2,785 | $536.4K | 0.01% | +6+0.2% | Added |
| Vident Advisory, LLC | 2,786 | $536.6K | 0.01% | −15−0.5% | Reduced |
| Concurrent Investment Advisors, LLC | 2,800 | $539.3K | 0.02% | +2,800 | New |
| MAI Capital Management | 2,837 | $546.4K | 0.01% | −23−0.8% | Reduced |
| Securian Asset Management, Inc | 2,852 | $549.3K | 0.02% | −100−3.4% | Reduced |
| Capula Management Ltd | 2,989 | $575.7K | 0.02% | +2,989 | New |
| Pitcairn Co | 3,041 | $585.7K | 0.04% | −240−7.3% | Reduced |
| O'Rourke & Company, Inc | 3,095 | $596.0K | 0.35% | +91+3.0% | Added |
| Two Sigma Investments, LP | 3,130 | $602.8K | 0.00% | −8,970−74.1% | Reduced |
| Engineers Gate Manager LP | 3,151 | $606.9K | 0.02% | +3,151 | New |
| Brevan Howard Capital Management LP | 3,204 | $617.1K | 0.06% | +1,729+117.2% | Added |
| Great Diamond Partners, LLC | 3,254 | $626.7K | 0.14% | +3,254 | New |
| Bokf, NA | 3,370 | $637.8K | 0.01% | −47−1.4% | Reduced |
| Kendall Capital Management | 3,390 | $652.9K | 0.22% | −530−13.5% | Reduced |
| Dynamic Advisor Solutions LLC | 3,573 | $688.2K | 0.02% | +450+14.4% | Added |
| Wright Investors Service Inc | 3,611 | $695.4K | 0.18% | −100−2.7% | Reduced |
| Central Pacific Bank - Trust Division | 3,690 | $698.3K | 0.09% | +3,690 | New |
| Miller Howard Investments Inc | 3,657 | $704.3K | 0.02% | +22+0.6% | Added |
| Federated Hermes, Inc. | 3,677 | $708.2K | 0.00% | −209−5.4% | Reduced |
| Nisa Investment Advisors, LLC | 3,685 | $709.7K | 0.00% | −5,920−61.6% | Reduced |
| Virtu Financial LLC | 3,703 | $713.0K | 0.05% | +2,193+145.2% | Added |
| Zions Bancorporation, N.A. | 3,732 | $718.7K | 0.05% | −1,927−34.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,810 | $733.8K | 0.10% | −8,016−67.8% | Reduced |