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Evercore Inc.

EVR
Exchange
NYSE
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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.

Q2 2024 vs. Q1 2024

How the institutions holding Evercore Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of EVR: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders4745471+2
Shares33.7M145.7K33.8M+251.4K (+0.7%)
Value$6.47B$22.6M$7.04B+$589.6M (+9.1%)

5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (62)

Institutions that held Evercore Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to EVR in Q2 2024
InstitutionSharesValue% of portfolio
Samlyn Capital, LLC82,727$17.2M0.30%
F/M Investments LLC76,166$15.9M0.57%
Moran Wealth Management, LLC55,110$11.5M0.38%
Point72 Asset Management, L.P.50,027$10.4M0.03%
Corebridge Financial, Inc.44,825$9.34M0.05%
Empowered Funds, LLC22,833$4.76M0.08%
Tudor Investment Corp Et Al9,458$1.97M0.02%
Summit Global Investments7,944$1.66M0.11%
Prescott Group Capital Management, L.L.C.6,940$1.45M0.23%
Intech Investment Management LLC5,573$1.16M0.01%
Lecap Asset Management Ltd4,736$987.1K0.21%
Bridges Investment Management Inc4,399$916.9K0.01%
RSM US Wealth Management LLC3,659$772.2K0.01%
Trivant Custom Portfolio Group, LLC3,331$694.3K0.43%
Nkcfo LLC3,300$688.0K0.38%
Sanctuary Advisors, LLC2,992$551.4K0.00%
Custom Index Systems, LLC2,489$518.8K0.30%
Diversify Wealth Management, LLC2,233$495.9K0.06%
Inspire Advisors, LLC2,180$454.5K0.06%
Hardy Reed LLC1,854$386.4K0.04%
CastleKnight Management LP1,800$375.2K0.05%
nVerses Capital, LLC1,700$354.3K0.21%
New Century Financial Group, LLC1,674$348.9K0.15%
Blair William & Co1,628$339.3K0.00%
Colony Group, LLC1,490$311.0K0.00%
Gateway Investment Advisers LLC1,463$304.9K0.00%
Oppenheimer Asset Management Inc.1,306$272.2K0.00%
Balyasny Asset Management LLC1,294$269.7K0.00%
Fifth Third Wealth Advisors LLC1,214$253.0K0.02%
Insight Wealth Partners, LLC1,168$243.4K0.16%
Ritholtz Wealth Management1,082$225.6K0.01%
CIBC Asset Management Inc1,075$224.1K0.00%
Heritage Wealth Management, Inc.1,000$212.8K0.07%
Bleakley Financial Group, LLC1,008$210.1K0.01%
Simplicity Wealth,LLC1,006$209.7K0.00%
Courier Capital LLC1,000$208.4K0.02%
Narus Financial Partners, LLC999$208.2K0.08%
Burns Matteson Capital Management, LLC992$206.8K0.13%
Simplex Trading, LLC808$168.0K0.01%
Jones Financial Companies LLLP625$130.3K0.00%
Opal Wealth Advisors, LLC242$50.4K0.02%
Gradient Investments LLC174$36.3K0.00%
ORG Partners LLC161$34.0K0.00%
Gladius Capital Management LP161$33.6K0.03%
Creative Financial Designs Inc149$31.1K0.00%
Larson Financial Group LLC74$15.4K0.00%
Dunhill Financial, LLC32$6.67K0.00%
EdgeRock Capital LLC29$6.04K0.00%
Sandy Spring Bank27$5.63K0.00%
Ashton Thomas Private Wealth, LLC27$5.63K0.00%
Financial Network Wealth Advisors LLC25$5.21K0.00%
CoreCap Advisors, LLC13$2.71K0.00%
Cullen/Frost Bankers, Inc.11$2.29K0.00%
Innealta Capital, LLC11$2.29K0.00%
HighMark Wealth Management LLC10$2.08K0.00%
Addison Advisors LLC8$1.67K0.00%
Horizon Investments, LLC5$1.04K0.00%
Sachetta, LLC4$9890.00%
SRS Capital Advisors, Inc.1$2090.00%
TFC Financial Management1$2090.00%
Private Trust Co NA1$2080.00%
Versant Capital Management, Inc1$2080.00%

Sold out (60)

Institutions that held Evercore Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of EVR in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Azora Capital LP170,278$32.8M
Clark Capital Management Group, Inc.158,445$30.5M
Maverick Capital LtdSuperinvestorMaverick Capital79,903$15.4M
American International Group, Inc.45,883$8.84M
Executive Wealth Management, LLC33,113$6.27M
Texas Permanent School Fund30,333$5.84M
Arrowstreet Capital, Limited Partnership21,204$4.08M
EAM Global Investors LLC21,165$4.08M
Seizert Capital Partners, LLC21,077$4.06M
Point72 Hong Kong Ltd19,379$3.73M
Danske Bank A/S16,654$3.21M
SG Americas Securities, LLC11,864$2.29M
Dynamic Technology Lab Private Ltd9,404$1.81M
Inceptionr LLC8,596$1.66M
Centiva Capital, LP5,844$1.13M
Seven Eight Capital, LP5,472$1.05M
Quantbot Technologies LP5,246$1.01M
Nebula Research & Development LLC5,064$975.3K
Mackenzie Financial Corp4,379$843.4K
Magnetar Financial LLC4,218$812.3K
Quadrature Capital Ltd4,089$787.4K
Virtu Financial LLC3,703$713.0K
Wright Investors Service Inc3,611$695.4K
Bokf, NA3,370$637.8K
Brevan Howard Capital Management LP3,204$617.1K
Concurrent Investment Advisors, LLC2,800$539.3K
Diversify Advisory Services, LLC2,476$468.6K
Bridgefront Capital, LLC2,401$462.4K
Hennion & Walsh Asset Management, Inc.2,245$432.4K
Spears Abacus Advisors LLC2,114$407.1K
Scientech Research LLC1,811$348.8K
USA Financial Portformulas Corp1,799$346.5K
Petrus Trust Company, LTA1,789$344.5K
Entropy Technologies, LP1,662$320.1K
Schonfeld Strategic Advisors LLC1,500$288.9K
Jump Financial, LLC1,453$279.8K
Verition Fund Management LLC1,447$278.7K
Boothbay Fund Management, LLC1,349$259.8K
Diametric Capital, LP1,168$224.9K
Independent Financial Group, LLC1,132$218.1K
Oak Thistle LLC1,109$213.6K
Planned Solutions, Inc.1,065$205.1K
Mercer Global Advisors Inc1,052$203.0K
Investment House LLC1,050$202.2K
Los Angeles Capital Management LLC1,048$201.8K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main346$66.6K
Quarry LP317$61.1K
Catalyst Funds Management Pty Ltd200$38.5K
HM Payson & Co131$25.2K
Global X Japan Co., Ltd.89$17.1K
Duncker Streett & Co Inc82$15.8K
Fernwood Investment Management, LLC77$14.8K
Richardson Financial Services Inc.63$12.1K
Wetzel Investment Advisors, Inc.63$11.7K
Meeder Asset Management Inc37$7.13K
Macroview Investment Management LLC16$3.08K
Colonial Trust Advisors4$770
Tfo-TDC, LLC2$385
WR Wealth Planners, LLC2$385
Sofos Investments, Inc.0$159

Not filed for Q2 2024 yet (5)

Institutions that held Evercore Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EVR in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG56,213$10.8M
Ziegler Capital Management, LLC84,178$10.7M
Shell Asset Management Co2,156$449.0K
Handelsinvest Investeringsforvaltning1,682$324.0K
InterOcean Capital Group, LLC1,470$283.1K