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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 2,716 | $507.5K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 2,550 | $491.1K | 0.00% | +152+6.3% | Added |
| Intrust Bank NA | 2,509 | $483.2K | 0.05% | +35+1.4% | Added |
| Diversify Advisory Services, LLC | 2,476 | $468.6K | 0.03% | +2,476 | New |
| Park Avenue Securities LLC | 2,407 | $464.0K | 0.01% | −713−22.9% | Reduced |
| Bridgefront Capital, LLC | 2,401 | $462.4K | 0.35% | +2,401 | New |
| Yorktown Management & Research Co Inc | 2,375 | $457.4K | 0.44% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 2,372 | $456.8K | 0.16% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 2,370 | $456.4K | 0.20% | +2,370 | New |
| Envestnet Portfolio Solutions, Inc. | 2,357 | $454.0K | 0.00% | +578+32.5% | Added |
| Shell Asset Management Co | 2,156 | $449.0K | 0.02% | −1,042−32.6% | Reduced |
| Baird Financial Group, Inc. | 2,300 | $443.0K | 0.00% | +14+0.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 2,245 | $432.4K | 0.02% | −3,077−57.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,176 | $419.1K | 0.03% | −83−3.7% | Reduced |
| Flagship Harbor Advisors, LLC | 2,149 | $413.8K | 0.03% | −8−0.4% | Reduced |
| Hanlon Investment Management, Inc. | 2,138 | $411.8K | 0.13% | +2,138 | New |
| Federation des caisses Desjardins du Quebec | 2,400 | $410.5K | 0.00% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 2,114 | $407.1K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 2,022 | $389.4K | 0.00% | −221−9.9% | Reduced |
| Utah Retirement Systems | 1,900 | $365.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,861 | $358.4K | 0.00% | −33−1.7% | Reduced |
| Sherbrooke Park Advisers LLC | 1,848 | $355.9K | 0.07% | +446+31.8% | Added |
| Cetera Trust Company, N.A | 1,814 | $349.4K | 0.21% | −100−5.2% | Reduced |
| Scientech Research LLC | 1,811 | $348.8K | 0.18% | +1,811 | New |
| Lane & Associates LLC | 1,804 | $347.5K | 0.22% | −209−10.4% | Reduced |
| USA Financial Portformulas Corp | 1,799 | $346.5K | 0.06% | +1,799 | New |
| Harbor Capital Advisors, Inc. | 1,795 | $346.0K | 0.05% | −13,617−88.4% | Reduced |
| Greenleaf Trust | 1,795 | $345.7K | 0.00% | −39−2.1% | Reduced |
| NewEdge Wealth, LLC | 1,852 | $345.5K | 0.01% | −217−10.5% | Reduced |
| 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 |
| Evercore Wealth Management, LLC | 1,767 | $340.3K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,742 | $335.6K | 0.01% | −235−11.9% | Reduced |
| Consolidated Planning Corp | 1,713 | $330.0K | 0.06% | +1,713 | New |
| Handelsinvest Investeringsforvaltning | 1,682 | $324.0K | 0.16% | −873−34.2% | Reduced |
| Hamilton Capital Partners Inc. | 1,676 | $322.8K | 0.04% | −848−33.6% | Reduced |
| Entropy Technologies, LP | 1,662 | $320.1K | 0.03% | +1,662 | New |
| Tower Research Capital LLC (TRC) | 1,648 | $317.4K | 0.01% | −2,387−59.2% | Reduced |
| Commonwealth Equity Services, LLC | 1,624 | $313.0K | 0.00% | +47+3.0% | Added |
| Fox Run Management, L.L.C. | 1,611 | $310.3K | 0.07% | +1,611 | New |
| Oppenheimer & Co Inc | 1,598 | $307.8K | 0.01% | +1,598 | New |
| First Bank & Trust | 1,591 | $306.4K | 0.06% | +63+4.1% | Added |
| Valeo Financial Advisors, LLC | 1,620 | $302.3K | 0.01% | +1,620 | New |
| Cambridge Investment Research Advisors, Inc. | 1,563 | $301.0K | 0.00% | +87+5.9% | Added |
| Shelton Capital Management | 1,526 | $293.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,500 | $289.0K | 0.01% | +149+11.0% | Added |
| Schonfeld Strategic Advisors LLC | 1,500 | $288.9K | 0.00% | +1,500 | New |
| InterOcean Capital Group, LLC | 1,470 | $283.1K | 0.01% | +13+0.9% | Added |
| Jump Financial, LLC | 1,453 | $279.8K | 0.01% | +1,453 | New |
| Verition Fund Management LLC | 1,447 | $278.7K | 0.00% | +1,447 | New |
| Harvest Fund Management Co., Ltd | 1,440 | $277.0K | 0.02% | +1,010+234.9% | Added |
| JJJ Advisors Inc. | 1,433 | $276.0K | 0.06% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 1,400 | $269.6K | 0.15% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 1,396 | $268.9K | 0.04% | −13−0.9% | Reduced |
| Proequities, Inc. | 1,390 | $267.7K | 0.02% | +1,303+1,497.7% | Added |
| Journey Strategic Wealth LLC | 1,378 | $265.4K | 0.01% | −27−1.9% | Reduced |
| Boothbay Fund Management, LLC | 1,349 | $259.8K | 0.01% | +1,349 | New |
| Profund Advisors LLC | 1,256 | $241.9K | 0.01% | +1,256 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,220 | $235.0K | 0.03% | +32+2.7% | Added |
| Metis Global Partners, LLC | 1,218 | $234.6K | 0.01% | 00.0% | Unchanged |
| Diametric Capital, LP | 1,168 | $224.9K | 0.12% | +1,168 | New |
| Dakota Wealth Management | 1,159 | $223.2K | 0.01% | −833−41.8% | Reduced |
| Independent Financial Group, LLC | 1,132 | $218.1K | 0.01% | +1,132 | New |
| Oak Thistle LLC | 1,109 | $213.6K | 0.19% | +1,109 | New |
| Planned Solutions, Inc. | 1,065 | $205.1K | 0.10% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 1,062 | $204.5K | 0.09% | +1,062 | New |
| Mercer Global Advisors Inc | 1,052 | $203.0K | 0.00% | +1,052 | New |
| Linden Thomas Advisory Services, LLC | 1,054 | $203.0K | 0.03% | −277−20.8% | Reduced |
| Investment House LLC | 1,050 | $202.2K | 0.01% | +1,050 | New |
| Los Angeles Capital Management LLC | 1,048 | $201.8K | 0.00% | +1,048 | New |
| National Bank of Canada | 1,020 | $200.1K | 0.00% | −20−1.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,012 | $194.9K | 0.00% | −293−22.5% | Reduced |
| Principal Securities, Inc. | 941 | $181.2K | 0.01% | −660−41.2% | Reduced |
| Parkside Financial Bank & Trust | 937 | $180.5K | 0.03% | +146+18.5% | Added |
| Manchester Capital Management LLC | 908 | $174.9K | 0.02% | +859+1,753.1% | Added |
| Ci Investments Inc. | 882 | $170.0K | 0.00% | +123+16.2% | Added |
| EverSource Wealth Advisors, LLC | 878 | $159.4K | 0.01% | −61−6.5% | Reduced |
| KBC Group NV | 791 | $152.0K | 0.00% | +152+23.8% | Added |
| Arlington Trust Co LLC | 699 | $134.6K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 675 | $130.0K | 0.00% | +153+29.3% | Added |
| Quadrant Capital Group LLC | 611 | $117.7K | 0.01% | +15+2.5% | Added |
| Impact Partnership Wealth, LLC | 604 | $116.5K | 0.05% | −22−3.5% | Reduced |
| Picton Mahoney Asset Management | 535 | $103.0K | 0.00% | +535 | New |
| Global Retirement Partners, LLC | 525 | $101.1K | 0.00% | −82−13.5% | Reduced |
| SYSTM Wealth Solutions LLC | 496 | $95.5K | 0.01% | +58+13.2% | Added |
| Toronto Dominion Bank | 440 | $84.7K | 0.00% | +440 | New |
| GWM Advisors LLC | 370 | $71.3K | 0.00% | +227+158.7% | Added |
| CIBC Private Wealth Group, LLC | 359 | $67.9K | 0.00% | +359 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 346 | $66.6K | 0.00% | −652−65.3% | Reduced |
| First Horizon Advisors, Inc. | 323 | $62.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 317 | $61.1K | 0.03% | +229+260.2% | Added |
| Core Alternative Capital | 315 | $60.7K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 311 | $59.9K | 0.00% | −4,483−93.5% | Reduced |
| GeoWealth Management, LLC | 305 | $58.7K | 0.00% | +305 | New |
| Huntington National Bank | 268 | $51.6K | 0.00% | +43+19.1% | Added |
| Signaturefd, LLC | 260 | $50.1K | 0.00% | +83+46.9% | Added |
| Steward Partners Investment Advisory, LLC | 260 | $50.1K | 0.00% | −1,056−80.2% | Reduced |
| CWM, LLC | 224 | $43.0K | 0.00% | +51+29.5% | Added |
| Allworth Financial LP | 223 | $42.9K | 0.00% | −7−3.0% | Reduced |
| Nomura Asset Management Co Ltd | 220 | $42.4K | 0.00% | 00.0% | Unchanged |