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 |
|---|---|---|---|---|---|
| State of Michigan Retirement System | 8,505 | $1.64M | 0.01% | +200+2.4% | Added |
| Riverwater Partners LLC | 8,478 | $1.63M | 1.20% | +84+1.0% | Added |
| Shilanski & Associates, Inc. | 8,440 | $1.63M | 0.56% | +8,440 | New |
| Cetera Investment Advisers | 8,424 | $1.62M | 0.00% | +6,099+262.3% | Added |
| LPL Financial LLC | 8,395 | $1.62M | 0.00% | +4,315+105.8% | Added |
| Truist Financial Corp | 8,298 | $1.60M | 0.00% | −1,091−11.6% | Reduced |
| CI Private Wealth, LLC | 8,224 | $1.58M | 0.00% | −1,854−18.4% | Reduced |
| Dana Investment Advisors, Inc. | 8,210 | $1.58M | 0.05% | −1,023−11.1% | Reduced |
| TD Waterhouse Canada Inc. | 8,055 | $1.55M | 0.01% | +8,055 | New |
| QSV Equity Investors LLC | 8,045 | $1.55M | 1.49% | −1,774−18.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,730 | $1.49M | 0.04% | +19+0.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,667 | $1.48M | 0.01% | +19+0.2% | Added |
| Ameritas Investment Partners, Inc. | 7,653 | $1.47M | 0.05% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 7,554 | $1.45M | 0.02% | −734−8.9% | Reduced |
| Pacer Advisors, Inc. | 7,542 | $1.45M | 0.00% | +1,312+21.1% | Added |
| Washington Trust Advisors, Inc. | 7,345 | $1.41M | 0.13% | −900−10.9% | Reduced |
| New Mexico Educational Retirement Board | 7,300 | $1.41M | 0.05% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 7,426 | $1.41M | 0.42% | +1,313+21.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,252 | $1.40M | 0.00% | −449−5.8% | Reduced |
| Fifth Third Bancorp | 7,115 | $1.37M | 0.01% | −7−0.1% | Reduced |
| Tremblant Capital Group | 6,968 | $1.34M | 0.15% | +3,366+93.4% | Added |
| Handelsbanken Fonder AB | 6,937 | $1.34M | 0.01% | +1,700+32.5% | Added |
| Hohimer Wealth Management, LLC | 6,875 | $1.32M | 0.31% | +25+0.4% | Added |
| Nations Financial Group Inc, | 6,831 | $1.32M | 0.11% | +1,036+17.9% | Added |
| James Investment Research Inc | 6,777 | $1.31M | 0.16% | +30.0% | Added |
| JustInvest LLC | 6,652 | $1.28M | 0.03% | −1,058−13.7% | Reduced |
| Foster & Motley Inc | 6,556 | $1.26M | 0.09% | +30.0% | Added |
| BNP Paribas | 6,475 | $1.25M | 0.06% | +6,475 | New |
| Atria Investments LLC | 6,405 | $1.23M | 0.02% | +6,405 | New |
| DGS Capital Management, LLC | 6,235 | $1.20M | 0.34% | +85+1.4% | Added |
| Radnor Capital Management, LLC | 6,040 | $1.16M | 0.20% | 00.0% | Unchanged |
| BancorpSouth Bank | 6,029 | $1.16M | 0.08% | +41+0.7% | Added |
| Allspring Global Investments Holdings, LLC | 6,013 | $1.16M | 0.00% | +326+5.7% | Added |
| PDT Partners, LLC | 6,013 | $1.16M | 0.11% | +436+7.8% | Added |
| Northwestern Mutual Wealth Management Co | 5,962 | $1.15M | 0.00% | −636−9.6% | Reduced |
| First Hawaiian Bank | 5,855 | $1.13M | 0.03% | −150−2.5% | Reduced |
| Centiva Capital, LP | 5,844 | $1.13M | 0.06% | +2,171+59.1% | Added |
| Swedbank AB | 5,800 | $1.12M | 0.00% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 5,760 | $1.11M | 0.22% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 5,472 | $1.05M | 0.11% | +3,971+264.6% | Added |
| HighTower Advisors, LLC | 5,422 | $1.05M | 0.00% | +76+1.4% | Added |
| Vestcor Inc | 5,273 | $1.02M | 0.03% | −57−1.1% | Reduced |
| Quantbot Technologies LP | 5,246 | $1.01M | 0.06% | +5,246 | New |
| Legacy Wealth Asset Management, LLC | 5,161 | $994.0K | 0.28% | −15−0.3% | Reduced |
| Mirabella Financial Services LLP | 5,147 | $991.4K | 0.07% | +5,147 | New |
| Summit Place Financial Advisors, LLC | 5,066 | $975.7K | 0.57% | +381+8.1% | Added |
| Nebula Research & Development LLC | 5,064 | $975.3K | 0.21% | +5,064 | New |
| MML Investors Services, LLC | 4,930 | $949.0K | 0.00% | +585+13.5% | Added |
| Pictet Asset Management Holding SA | 4,830 | $930.2K | 0.00% | +681+16.4% | Added |
| Angeles Wealth Management, LLC | 4,800 | $924.4K | 0.09% | +7+0.1% | Added |
| Citigroup Inc | 4,635 | $892.7K | 0.00% | +874+23.2% | Added |
| Keybank National Association | 4,587 | $883.4K | 0.00% | +211+4.8% | Added |
| Buckhead Capital Management LLC | 4,547 | $875.7K | 0.30% | +10+0.2% | Added |
| Cresset Asset Management, LLC | 4,520 | $870.6K | 0.00% | +596+15.2% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 4,508 | $868.2K | 0.97% | +4,508 | New |
| Sit Investment Associates Inc | 4,450 | $857.0K | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 4,379 | $843.4K | 0.00% | −1,539−26.0% | Reduced |
| TownSquare Capital, LLC | 4,316 | $831.2K | 0.01% | −843−16.3% | Reduced |
| Xponance, Inc. | 4,308 | $829.7K | 0.01% | +20+0.5% | Added |
| TD Private Client Wealth LLC | 4,231 | $814.8K | 0.03% | +368+9.5% | Added |
| Magnetar Financial LLC | 4,218 | $812.3K | 0.02% | +4,218 | New |
| Ransom Advisory, Ltd | 4,200 | $808.9K | 0.43% | +4,200 | New |
| HGK Asset Management Inc | 4,186 | $806.2K | 0.16% | 00.0% | Unchanged |
| CWM Advisors, LLC | 4,164 | $801.9K | 0.08% | +1,923+85.8% | Added |
| Quadrature Capital Ltd | 4,089 | $787.4K | 0.01% | +4,089 | New |
| Freedom Day Solutions, LLC | 4,088 | $787.2K | 0.28% | −83−2.0% | Reduced |
| Aviance Capital Partners, LLC | 4,075 | $784.8K | 0.12% | +4,075 | New |
| Creative Planning | 3,932 | $757.2K | 0.00% | +584+17.4% | Added |
| Commerce Bank | 3,908 | $752.6K | 0.00% | −382−8.9% | Reduced |
| Captrust Financial Advisors | 3,902 | $751.6K | 0.00% | −1,155−22.8% | Reduced |
| Asset Management One Co.,Ltd. | 3,901 | $751.3K | 0.00% | +3,901 | New |
| XTX Topco Ltd | 3,888 | $748.8K | 0.10% | +708+22.3% | Added |
| Public Employees Retirement Association of Colorado | 3,882 | $748.0K | 0.00% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 3,860 | $743.4K | 0.08% | +3,860 | New |
| Pekin Hardy Strauss, Inc. | 3,810 | $733.8K | 0.10% | −8,016−67.8% | Reduced |
| Zions Bancorporation, N.A. | 3,732 | $718.7K | 0.05% | −1,927−34.1% | Reduced |
| Virtu Financial LLC | 3,703 | $713.0K | 0.05% | +2,193+145.2% | Added |
| Nisa Investment Advisors, LLC | 3,685 | $709.7K | 0.00% | −5,920−61.6% | Reduced |
| Federated Hermes, Inc. | 3,677 | $708.2K | 0.00% | −209−5.4% | Reduced |
| Miller Howard Investments Inc | 3,657 | $704.3K | 0.02% | +22+0.6% | Added |
| Central Pacific Bank - Trust Division | 3,690 | $698.3K | 0.09% | +3,690 | New |
| Wright Investors Service Inc | 3,611 | $695.4K | 0.18% | −100−2.7% | Reduced |
| Dynamic Advisor Solutions LLC | 3,573 | $688.2K | 0.02% | +450+14.4% | Added |
| Kendall Capital Management | 3,390 | $652.9K | 0.22% | −530−13.5% | Reduced |
| Bokf, NA | 3,370 | $637.8K | 0.01% | −47−1.4% | Reduced |
| Great Diamond Partners, LLC | 3,254 | $626.7K | 0.14% | +3,254 | New |
| Brevan Howard Capital Management LP | 3,204 | $617.1K | 0.06% | +1,729+117.2% | Added |
| Engineers Gate Manager LP | 3,151 | $606.9K | 0.02% | +3,151 | New |
| Two Sigma Investments, LP | 3,130 | $602.8K | 0.00% | −8,970−74.1% | Reduced |
| O'Rourke & Company, Inc | 3,095 | $596.0K | 0.35% | +91+3.0% | Added |
| Pitcairn Co | 3,041 | $585.7K | 0.04% | −240−7.3% | Reduced |
| Capula Management Ltd | 2,989 | $575.7K | 0.02% | +2,989 | New |
| Securian Asset Management, Inc | 2,852 | $549.3K | 0.02% | −100−3.4% | Reduced |
| MAI Capital Management | 2,837 | $546.4K | 0.01% | −23−0.8% | Reduced |
| Concurrent Investment Advisors, LLC | 2,800 | $539.3K | 0.02% | +2,800 | New |
| Vident Advisory, LLC | 2,786 | $536.6K | 0.01% | −15−0.5% | Reduced |
| Coldstream Capital Management Inc | 2,785 | $536.4K | 0.01% | +6+0.2% | Added |
| Susquehanna International Group, LLP | 2,781 | $535.6K | 0.00% | −2,227−44.5% | Reduced |
| Crossmark Global Holdings, Inc. | 2,779 | $535.0K | 0.01% | +45+1.6% | Added |
| Janney Montgomery Scott LLC | 2,740 | $528.0K | 0.00% | +1,410+106.0% | Added |