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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 215 | $41.4K | 0.01% | +61+39.6% | Added |
| Catalyst Funds Management Pty Ltd | 200 | $38.5K | 0.01% | +200 | New |
| Lindbrook Capital, LLC | 189 | $36.4K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 182 | $35.1K | 0.00% | +182 | New |
| Piscataqua Savings Bank | 180 | $34.7K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 175 | $34.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 170 | $32.7K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 164 | $31.6K | 0.02% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 159 | $30.6K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 152 | $29.3K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 143 | $27.1K | 0.00% | +1+0.7% | Added |
| HM Payson & Co | 131 | $25.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 128 | $24.7K | 0.00% | +10+8.5% | Added |
| Massmutual Trust Co FSB | 125 | $24.1K | 0.00% | +1+0.8% | Added |
| LRI Investments, LLC | 118 | $22.7K | 0.01% | +118 | New |
| Quent Capital, LLC | 117 | $22.7K | 0.00% | −1−0.8% | Reduced |
| Rise Advisors, LLC | 115 | $22.2K | 0.01% | +115 | New |
| Bell Investment Advisors, Inc | 110 | $21.2K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 108 | $21.0K | 0.00% | −23−17.6% | Reduced |
| Planning Capital Management Corp | 107 | $20.6K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 97 | $19.0K | 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 |
| MCF Advisors LLC | 95 | $18.3K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 89 | $17.1K | 0.00% | −134−60.1% | Reduced |
| Duncker Streett & Co Inc | 82 | $15.8K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 79 | $15.2K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 76 | $15.0K | 0.01% | −2−2.6% | Reduced |
| Fernwood Investment Management, LLC | 77 | $14.8K | 0.00% | +77 | New |
| Salem Investment Counselors Inc | 75 | $14.4K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 63 | $12.1K | 0.01% | −39−38.2% | Reduced |
| Venturi Wealth Management, LLC | 62 | $11.9K | 0.00% | +14+29.2% | Added |
| Wetzel Investment Advisors, Inc. | 63 | $11.7K | 0.01% | +7+12.5% | Added |
| Eagle Bay Advisors LLC | 60 | $11.6K | 0.01% | +60 | New |
| Tradewinds Capital Management, LLC | 55 | $10.6K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 55 | $10.5K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 54 | $10.4K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 49 | $9.44K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 44 | $8.33K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $7.70K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 38 | $7.32K | 0.00% | +5+15.2% | Added |
| Meeder Asset Management Inc | 37 | $7.13K | 0.00% | +37 | New |
| Mather Group, LLC. | 40 | $6.84K | 0.00% | +40 | New |
| BFSG, LLC | 32 | $6.16K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $6.16K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 31 | $5.97K | 0.00% | +31 | New |
| JFS Wealth Advisors, LLC | 28 | $5.39K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27 | $5.20K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 26 | $5.09K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 25 | $4.82K | 0.00% | +25 | New |
| Gen-Wealth Partners Inc | 24 | $4.62K | 0.00% | +24 | New |
| Smartleaf Asset Management LLC | 23 | $4.42K | 0.00% | +23 | New |
| Prestige Wealth Management Group LLC | 21 | $4.04K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 18 | $3.47K | 0.00% | +4+28.6% | Added |
| Front Row Advisors LLC | 17 | $3.27K | 0.00% | +17 | New |
| IFP Advisors, Inc | 16 | $3.12K | 0.00% | −80−83.3% | Reduced |
| Macroview Investment Management LLC | 16 | $3.08K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $3.08K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14 | $2.70K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 14 | $2.70K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $2.50K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 12 | $2.31K | 0.00% | −1−7.7% | Reduced |
| Continuum Advisory, LLC | 10 | $1.95K | 0.00% | +10 | New |
| AdvisorNet Financial, Inc | 7 | $1.35K | 0.00% | +5+250.0% | Added |
| DiNuzzo Private Wealth, Inc. | 5 | $963 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4 | $770 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 3 | $578 | 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 |
| PSI Advisors, LLC | 1 | $193 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1 | $193 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $159 | 0.00% | 0 | Unchanged |
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −366,229−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −105,700−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −50,737−100.0% | Sold out |
| Bernzott Capital Advisors | 0 | $0 | 0.00% | −49,171−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −13,701−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −5,203−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,017−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −3,330−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,098−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −2,993−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,806−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −2,666−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −2,618−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −2,102−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −2,078−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −2,064−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −2,008−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,775−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,612−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −1,558−100.0% | Sold out |
| CBOE Vest Financial, LLC | 0 | $0 | 0.00% | −1,445−100.0% | Sold out |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −1,339−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −1,290−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −1,176−100.0% | Sold out |