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, Q2 2024
Institutional positions in Evercore Inc. as of Jun 30, 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
- 471
- +2 vs. Q1 2024
- Shares held
- 33.8M
- +251.4K (+0.7%) vs. Q1 2024
- Total value
- $7.04B
- +$589.6M (+9.1%) vs. Q1 2024
- New holders
- 62
- 154 more added
- Sold out
- 60
- 183 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $208 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1 | $208 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1 | $208 | 0.00% | +1 | New |
| Versant Capital Management, Inc | 1 | $208 | 0.00% | +1 | New |
| SRS Capital Advisors, Inc. | 1 | $209 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $209 | 0.00% | +1 | New |
| Bruce G. Allen Investments, LLC | 3 | $625 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $989 | 0.00% | +4 | New |
| Horizon Investments, LLC | 5 | $1.04K | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 7 | $1.46K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $1.46K | 0.00% | +2+40.0% | Added |
| Addison Advisors LLC | 8 | $1.67K | 0.00% | +8 | New |
| Sound Income Strategies, LLC | 10 | $2.08K | 0.00% | −2−16.7% | Reduced |
| Continuum Advisory, LLC | 10 | $2.08K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $2.08K | 0.00% | +10 | New |
| Cullen/Frost Bankers, Inc. | 11 | $2.29K | 0.00% | +11 | New |
| Innealta Capital, LLC | 11 | $2.29K | 0.00% | +11 | New |
| Atlas Capital Advisors LLC | 12 | $2.50K | 0.00% | −19−61.3% | Reduced |
| CoreCap Advisors, LLC | 13 | $2.71K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 13 | $2.71K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 14 | $2.92K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14 | $2.92K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $3.33K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 16 | $3.39K | 0.00% | −2−11.1% | Reduced |
| Front Row Advisors LLC | 17 | $3.54K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $4.38K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 25 | $5.21K | 0.00% | +25 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26 | $5.42K | 0.00% | −156−85.7% | Reduced |
| Sandy Spring Bank | 27 | $5.63K | 0.00% | +27 | New |
| Ashton Thomas Private Wealth, LLC | 27 | $5.63K | 0.00% | +27 | New |
| Frazier Financial Advisors, LLC | 27 | $5.63K | 0.00% | +2+8.0% | Added |
| JFS Wealth Advisors, LLC | 28 | $5.84K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 29 | $6.04K | 0.00% | +29 | New |
| BFSG, LLC | 32 | $6.67K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $6.67K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 32 | $6.67K | 0.00% | +32 | New |
| Harbour Investments, Inc. | 33 | $6.88K | 0.00% | −5−13.2% | Reduced |
| Global Financial Private Client, LLC | 44 | $9.17K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 49 | $10.2K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 54 | $11.4K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 55 | $11.4K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $11.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 55 | $11.5K | 0.00% | +15+37.5% | Added |
| Eagle Bay Advisors LLC | 60 | $12.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 74 | $15.0K | 0.01% | −2−2.6% | Reduced |
| Larson Financial Group LLC | 74 | $15.4K | 0.00% | +74 | New |
| Salem Investment Counselors Inc | 75 | $15.6K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 78 | $16.3K | 0.00% | −418−84.3% | Reduced |
| LGT Financial Advisors LLC | 79 | $16.5K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 88 | $18.3K | 0.00% | +26+41.9% | Added |
| Steward Partners Investment Advisory, LLC | 90 | $18.8K | 0.00% | −170−65.4% | Reduced |
| Massmutual Trust Co FSB | 94 | $19.6K | 0.00% | −31−24.8% | Reduced |
| MCF Advisors LLC | 95 | $19.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 97 | $20.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 98 | $20.4K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 104 | $20.5K | 0.00% | +81+352.2% | Added |
| NBC Securities, Inc. | 108 | $22.0K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 107 | $22.3K | 0.02% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 109 | $22.7K | 0.01% | −50−31.4% | Reduced |
| Bell Investment Advisors, Inc | 110 | $22.9K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 111 | $23.1K | 0.00% | −830−88.2% | Reduced |
| Rise Advisors, LLC | 116 | $24.2K | 0.01% | +1+0.9% | Added |
| Quent Capital, LLC | 118 | $24.6K | 0.00% | +1+0.9% | Added |
| Umb Bank N A | 129 | $26.9K | 0.00% | +1+0.8% | Added |
| Huntington National Bank | 135 | $28.1K | 0.00% | −133−49.6% | Reduced |
| Creative Financial Designs Inc | 149 | $31.1K | 0.00% | +149 | New |
| LRI Investments, LLC | 150 | $31.2K | 0.00% | +32+27.1% | Added |
| Key Financial Inc | 152 | $31.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 154 | $32.5K | 0.00% | +11+7.7% | Added |
| Gladius Capital Management LP | 161 | $33.6K | 0.03% | +161 | New |
| IFP Advisors, Inc | 163 | $34.0K | 0.00% | +147+918.8% | Added |
| ORG Partners LLC | 161 | $34.0K | 0.00% | +161 | New |
| WealthCollab, LLC | 164 | $34.2K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 165 | $34.4K | 0.00% | +139+534.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 168 | $35.0K | 0.00% | +141+522.2% | Added |
| M&R Capital Management Inc | 170 | $35.4K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 174 | $36.3K | 0.00% | +174 | New |
| West Oak Capital, LLC | 175 | $36.5K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 180 | $37.5K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 188 | $39.2K | 0.00% | +90+91.8% | Added |
| Lindbrook Capital, LLC | 196 | $40.9K | 0.00% | +7+3.7% | Added |
| Nomura Asset Management Co Ltd | 220 | $45.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 234 | $48.8K | 0.00% | −26−10.0% | Reduced |
| Opal Wealth Advisors, LLC | 242 | $50.4K | 0.02% | +242 | New |
| CWM, LLC | 262 | $55.0K | 0.00% | +38+17.0% | Added |
| Allworth Financial LP | 253 | $60.9K | 0.00% | +30+13.5% | Added |
| Harvest Fund Management Co., Ltd | 292 | $61.0K | 0.00% | −1,148−79.7% | Reduced |
| First Horizon Advisors, Inc. | 313 | $65.2K | 0.00% | −10−3.1% | Reduced |
| Core Alternative Capital | 315 | $65.7K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 338 | $70.5K | 0.00% | −32−8.6% | Reduced |
| Mather Group, LLC. | 379 | $73.0K | 0.00% | +339+847.5% | Added |
| GAMMA Investing LLC | 370 | $77.1K | 0.01% | +155+72.1% | Added |
| CIBC Private Wealth Group, LLC | 366 | $77.8K | 0.00% | +7+1.9% | Added |
| Global Retirement Partners, LLC | 378 | $78.9K | 0.00% | −147−28.0% | Reduced |
| GeoWealth Management, LLC | 462 | $96.3K | 0.00% | +157+51.5% | Added |
| Picton Mahoney Asset Management | 555 | $116.0K | 0.00% | +20+3.7% | Added |
| Quadrant Capital Group LLC | 617 | $128.6K | 0.01% | +6+1.0% | Added |