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 |
|---|---|---|---|---|---|
| Isthmus Partners, LLC | 3,860 | $743.4K | 0.08% | +3,860 | New |
| Public Employees Retirement Association of Colorado | 3,882 | $748.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,888 | $748.8K | 0.10% | +708+22.3% | Added |
| Asset Management One Co.,Ltd. | 3,901 | $751.3K | 0.00% | +3,901 | New |
| Captrust Financial Advisors | 3,902 | $751.6K | 0.00% | −1,155−22.8% | Reduced |
| Commerce Bank | 3,908 | $752.6K | 0.00% | −382−8.9% | Reduced |
| Creative Planning | 3,932 | $757.2K | 0.00% | +584+17.4% | Added |
| Aviance Capital Partners, LLC | 4,075 | $784.8K | 0.12% | +4,075 | New |
| Freedom Day Solutions, LLC | 4,088 | $787.2K | 0.28% | −83−2.0% | Reduced |
| Quadrature Capital Ltd | 4,089 | $787.4K | 0.01% | +4,089 | New |
| CWM Advisors, LLC | 4,164 | $801.9K | 0.08% | +1,923+85.8% | Added |
| HGK Asset Management Inc | 4,186 | $806.2K | 0.16% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 4,200 | $808.9K | 0.43% | +4,200 | New |
| Magnetar Financial LLC | 4,218 | $812.3K | 0.02% | +4,218 | New |
| TD Private Client Wealth LLC | 4,231 | $814.8K | 0.03% | +368+9.5% | Added |
| Xponance, Inc. | 4,308 | $829.7K | 0.01% | +20+0.5% | Added |
| TownSquare Capital, LLC | 4,316 | $831.2K | 0.01% | −843−16.3% | Reduced |
| Mackenzie Financial Corp | 4,379 | $843.4K | 0.00% | −1,539−26.0% | Reduced |
| Sit Investment Associates Inc | 4,450 | $857.0K | 0.02% | 00.0% | Unchanged |
| Central Asset Investments & Management Holdings (HK) Ltd | 4,508 | $868.2K | 0.97% | +4,508 | New |
| Cresset Asset Management, LLC | 4,520 | $870.6K | 0.00% | +596+15.2% | Added |
| Buckhead Capital Management LLC | 4,547 | $875.7K | 0.30% | +10+0.2% | Added |
| Keybank National Association | 4,587 | $883.4K | 0.00% | +211+4.8% | Added |
| Citigroup Inc | 4,635 | $892.7K | 0.00% | +874+23.2% | Added |
| Angeles Wealth Management, LLC | 4,800 | $924.4K | 0.09% | +7+0.1% | Added |
| Pictet Asset Management Holding SA | 4,830 | $930.2K | 0.00% | +681+16.4% | Added |
| MML Investors Services, LLC | 4,930 | $949.0K | 0.00% | +585+13.5% | Added |
| Nebula Research & Development LLC | 5,064 | $975.3K | 0.21% | +5,064 | New |
| Summit Place Financial Advisors, LLC | 5,066 | $975.7K | 0.57% | +381+8.1% | Added |
| Mirabella Financial Services LLP | 5,147 | $991.4K | 0.07% | +5,147 | New |
| Legacy Wealth Asset Management, LLC | 5,161 | $994.0K | 0.28% | −15−0.3% | Reduced |
| Quantbot Technologies LP | 5,246 | $1.01M | 0.06% | +5,246 | New |
| Vestcor Inc | 5,273 | $1.02M | 0.03% | −57−1.1% | Reduced |
| HighTower Advisors, LLC | 5,422 | $1.05M | 0.00% | +76+1.4% | Added |
| Seven Eight Capital, LP | 5,472 | $1.05M | 0.11% | +3,971+264.6% | Added |
| Deltec Asset Management LLC | 5,760 | $1.11M | 0.22% | 00.0% | Unchanged |
| Swedbank AB | 5,800 | $1.12M | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,844 | $1.13M | 0.06% | +2,171+59.1% | Added |
| First Hawaiian Bank | 5,855 | $1.13M | 0.03% | −150−2.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,962 | $1.15M | 0.00% | −636−9.6% | Reduced |
| PDT Partners, LLC | 6,013 | $1.16M | 0.11% | +436+7.8% | Added |
| Allspring Global Investments Holdings, LLC | 6,013 | $1.16M | 0.00% | +326+5.7% | Added |
| BancorpSouth Bank | 6,029 | $1.16M | 0.08% | +41+0.7% | Added |
| Radnor Capital Management, LLC | 6,040 | $1.16M | 0.20% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 6,235 | $1.20M | 0.34% | +85+1.4% | Added |
| Atria Investments LLC | 6,405 | $1.23M | 0.02% | +6,405 | New |
| BNP Paribas | 6,475 | $1.25M | 0.06% | +6,475 | New |
| Foster & Motley Inc | 6,556 | $1.26M | 0.09% | +30.0% | Added |
| JustInvest LLC | 6,652 | $1.28M | 0.03% | −1,058−13.7% | Reduced |
| James Investment Research Inc | 6,777 | $1.31M | 0.16% | +30.0% | Added |
| Nations Financial Group Inc, | 6,831 | $1.32M | 0.11% | +1,036+17.9% | Added |
| Hohimer Wealth Management, LLC | 6,875 | $1.32M | 0.31% | +25+0.4% | Added |
| Handelsbanken Fonder AB | 6,937 | $1.34M | 0.01% | +1,700+32.5% | Added |
| Tremblant Capital Group | 6,968 | $1.34M | 0.15% | +3,366+93.4% | Added |
| Fifth Third Bancorp | 7,115 | $1.37M | 0.01% | −7−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,252 | $1.40M | 0.00% | −449−5.8% | Reduced |
| Wambolt & Associates, LLC | 7,426 | $1.41M | 0.42% | +1,313+21.5% | Added |
| New Mexico Educational Retirement Board | 7,300 | $1.41M | 0.05% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 7,345 | $1.41M | 0.13% | −900−10.9% | Reduced |
| Pacer Advisors, Inc. | 7,542 | $1.45M | 0.00% | +1,312+21.1% | Added |
| O'Shaughnessy Asset Management, LLC | 7,554 | $1.45M | 0.02% | −734−8.9% | Reduced |
| Ameritas Investment Partners, Inc. | 7,653 | $1.47M | 0.05% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,667 | $1.48M | 0.01% | +19+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,730 | $1.49M | 0.04% | +19+0.2% | Added |
| QSV Equity Investors LLC | 8,045 | $1.55M | 1.49% | −1,774−18.1% | Reduced |
| TD Waterhouse Canada Inc. | 8,055 | $1.55M | 0.01% | +8,055 | New |
| Dana Investment Advisors, Inc. | 8,210 | $1.58M | 0.05% | −1,023−11.1% | Reduced |
| CI Private Wealth, LLC | 8,224 | $1.58M | 0.00% | −1,854−18.4% | Reduced |
| Truist Financial Corp | 8,298 | $1.60M | 0.00% | −1,091−11.6% | Reduced |
| LPL Financial LLC | 8,395 | $1.62M | 0.00% | +4,315+105.8% | Added |
| Cetera Investment Advisers | 8,424 | $1.62M | 0.00% | +6,099+262.3% | Added |
| Shilanski & Associates, Inc. | 8,440 | $1.63M | 0.56% | +8,440 | New |
| Riverwater Partners LLC | 8,478 | $1.63M | 1.20% | +84+1.0% | Added |
| State of Michigan Retirement System | 8,505 | $1.64M | 0.01% | +200+2.4% | Added |
| Inceptionr LLC | 8,596 | $1.66M | 0.43% | +5,604+187.3% | Added |
| Oregon Public Employees Retirement Fund | 8,598 | $1.66M | 0.03% | −1,200−12.2% | Reduced |
| Deutsche Bank AG | 8,798 | $1.69M | 0.00% | +29+0.3% | Added |
| Eagle Rock Investment Company, LLC | 9,269 | $1.79M | 0.33% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,301 | $1.79M | 0.00% | −20,826−69.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,404 | $1.81M | 0.19% | +9,404 | New |
| Caitlin John, LLC | 9,456 | $1.82M | 1.38% | +201+2.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 9,673 | $1.86M | 0.00% | +4,299+80.0% | Added |
| Campbell Newman Asset Management Inc | 9,803 | $1.89M | 0.15% | +228+2.4% | Added |
| Arizona State Retirement System | 9,836 | $1.89M | 0.01% | −226−2.2% | Reduced |
| Louisiana State Employees Retirement System | 10,000 | $1.93M | 0.04% | +300+3.1% | Added |
| BNP Paribas Arbitrage, SA | 10,644 | $2.05M | 0.00% | +714+7.2% | Added |
| Bridge City Capital, LLC | 11,032 | $2.12M | 0.77% | +86+0.8% | Added |
| EFG Asset Management (North America) Corp. | 11,055 | $2.13M | 0.37% | −784−6.6% | Reduced |
| Aquatic Capital Management LLC | 11,200 | $2.16M | 0.07% | +11,200 | New |
| Citadel Advisors LLC | 11,339 | $2.18M | 0.00% | +11,339 | New |
| Pathstone Holdings, LLC | 11,359 | $2.19M | 0.01% | +4,188+58.4% | Added |
| Teachers Retirement System of the State of Kentucky | 11,596 | $2.23M | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 11,864 | $2.29M | 0.01% | +8,199+223.7% | Added |
| Rocky Mountain Advisers, LLC | 11,900 | $2.29M | 0.73% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 12,335 | $2.38M | 0.05% | +893+7.8% | Added |
| Advisory Services Network, LLC | 12,407 | $2.39M | 0.05% | +530+4.5% | Added |
| Stifel Financial Corp | 12,578 | $2.42M | 0.00% | +5,351+74.0% | Added |
| Essex Investment Management Co LLC | 12,758 | $2.46M | 0.48% | −4,897−27.7% | Reduced |
| Bank of Montreal | 12,761 | $2.47M | 0.00% | +5,005+64.5% | Added |
| Valley National Advisers Inc | 12,907 | $2.48M | 0.38% | −686−5.0% | Reduced |