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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 625 | $130.3K | 0.00% | +625 | New |
| Arlington Trust Co LLC | 699 | $145.7K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 747 | $156.0K | 0.00% | +72+10.7% | Added |
| Simplex Trading, LLC | 808 | $168.0K | 0.01% | +808 | New |
| Manchester Capital Management LLC | 908 | $189.3K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 914 | $191.0K | 0.00% | +123+15.5% | Added |
| Ci Investments Inc. | 942 | $196.0K | 0.00% | +60+6.8% | Added |
| Squarepoint Ops LLC | 963 | $200.7K | 0.00% | −53,188−98.2% | Reduced |
| Dakota Wealth Management | 988 | $205.9K | 0.00% | −171−14.8% | Reduced |
| Burns Matteson Capital Management, LLC | 992 | $206.8K | 0.13% | +992 | New |
| Profund Advisors LLC | 993 | $207.0K | 0.01% | −263−20.9% | Reduced |
| Narus Financial Partners, LLC | 999 | $208.2K | 0.08% | +999 | New |
| Courier Capital LLC | 1,000 | $208.4K | 0.02% | +1,000 | New |
| Simplicity Wealth,LLC | 1,006 | $209.7K | 0.00% | +1,006 | New |
| Bleakley Financial Group, LLC | 1,008 | $210.1K | 0.01% | +1,008 | New |
| Tower Research Capital LLC (TRC) | 1,012 | $210.9K | 0.00% | −636−38.6% | Reduced |
| Heritage Wealth Management, Inc. | 1,000 | $212.8K | 0.07% | +1,000 | New |
| National Bank of Canada | 1,025 | $215.3K | 0.00% | +5+0.5% | Added |
| Fielder Capital Group LLC | 1,058 | $220.5K | 0.08% | −4−0.4% | Reduced |
| Parkside Financial Bank & Trust | 1,068 | $222.6K | 0.03% | +131+14.0% | Added |
| CIBC Asset Management Inc | 1,075 | $224.1K | 0.00% | +1,075 | New |
| EverSource Wealth Advisors, LLC | 898 | $224.8K | 0.01% | +20+2.3% | Added |
| Ritholtz Wealth Management | 1,082 | $225.6K | 0.01% | +1,082 | New |
| Impact Partnership Wealth, LLC | 1,084 | $226.0K | 0.06% | +480+79.5% | Added |
| Linden Thomas Advisory Services, LLC | 1,093 | $227.8K | 0.04% | +39+3.7% | Added |
| Park Avenue Securities LLC | 1,139 | $237.0K | 0.00% | −1,268−52.7% | Reduced |
| Toronto Dominion Bank | 1,139 | $237.4K | 0.00% | +699+158.9% | Added |
| Mirabella Financial Services LLP | 1,145 | $238.7K | 0.02% | −4,002−77.8% | Reduced |
| Insight Wealth Partners, LLC | 1,168 | $243.4K | 0.16% | +1,168 | New |
| Walleye Trading LLC | 1,200 | $250.1K | 0.00% | +889+285.9% | Added |
| Fifth Third Wealth Advisors LLC | 1,214 | $253.0K | 0.02% | +1,214 | New |
| Metis Global Partners, LLC | 1,218 | $253.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,220 | $254.3K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,340 | $258.1K | 0.00% | +328+32.4% | Added |
| Prelude Capital Management, LLC | 1,249 | $260.3K | 0.02% | −540−30.2% | Reduced |
| Hamilton Capital Partners Inc. | 1,266 | $263.9K | 0.03% | −410−24.5% | Reduced |
| Balyasny Asset Management LLC | 1,294 | $269.7K | 0.00% | +1,294 | New |
| Oppenheimer Asset Management Inc. | 1,306 | $272.2K | 0.00% | +1,306 | New |
| Cornercap Investment Counsel Inc | 1,396 | $291.0K | 0.05% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 1,400 | $291.8K | 0.16% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,424 | $296.8K | 0.06% | −9−0.6% | Reduced |
| Parallel Advisors, LLC | 1,430 | $298.1K | 0.01% | −70−4.7% | Reduced |
| Shelton Capital Management | 1,447 | $301.6K | 0.01% | −79−5.2% | Reduced |
| Gateway Investment Advisers LLC | 1,463 | $304.9K | 0.00% | +1,463 | New |
| Cambridge Investment Research Advisors, Inc. | 1,470 | $306.0K | 0.00% | −93−6.0% | Reduced |
| Colony Group, LLC | 1,490 | $311.0K | 0.00% | +1,490 | New |
| Journey Strategic Wealth LLC | 1,494 | $311.4K | 0.01% | +116+8.4% | Added |
| Valeo Financial Advisors, LLC | 1,520 | $316.8K | 0.01% | −100−6.2% | Reduced |
| First Bank & Trust | 1,549 | $322.9K | 0.07% | −42−2.6% | Reduced |
| Chiron Investment Management, LLC | 1,557 | $324.5K | 0.13% | −813−34.3% | Reduced |
| Martingale Asset Management L P | 1,578 | $328.9K | 0.01% | −20,082−92.7% | Reduced |
| Blair William & Co | 1,628 | $339.3K | 0.00% | +1,628 | New |
| Oppenheimer & Co Inc | 1,629 | $339.5K | 0.01% | +31+1.9% | Added |
| Harbor Capital Advisors, Inc. | 1,657 | $345.0K | 0.03% | −138−7.7% | Reduced |
| Commonwealth Equity Services, LLC | 1,667 | $348.0K | 0.00% | +43+2.6% | Added |
| New Century Financial Group, LLC | 1,674 | $348.9K | 0.15% | +1,674 | New |
| nVerses Capital, LLC | 1,700 | $354.3K | 0.21% | +1,700 | New |
| Evercore Wealth Management, LLC | 1,720 | $358.5K | 0.01% | −47−2.7% | Reduced |
| Greenleaf Trust | 1,794 | $373.9K | 0.00% | −1−0.1% | Reduced |
| CastleKnight Management LP | 1,800 | $375.2K | 0.05% | +1,800 | New |
| Cetera Trust Company, N.A | 1,814 | $378.1K | 0.24% | 00.0% | Unchanged |
| Lane & Associates LLC | 1,833 | $382.0K | 0.23% | +29+1.6% | Added |
| Proequities, Inc. | 1,844 | $384.3K | 0.02% | +454+32.7% | Added |
| Hardy Reed LLC | 1,854 | $386.4K | 0.04% | +1,854 | New |
| The PNC Financial Services Group, Inc. | 1,881 | $392.1K | 0.00% | +20+1.1% | Added |
| Utah Retirement Systems | 1,900 | $396.0K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,924 | $401.0K | 0.01% | +72+3.9% | Added |
| M&T Bank Corp | 1,998 | $416.4K | 0.00% | −24−1.2% | Reduced |
| Flagship Harbor Advisors, LLC | 2,084 | $434.3K | 0.03% | −65−3.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,105 | $438.7K | 0.06% | −1,705−44.8% | Reduced |
| Capula Management Ltd | 2,108 | $439.4K | 0.00% | −881−29.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,148 | $447.7K | 0.04% | −28−1.3% | Reduced |
| Inspire Advisors, LLC | 2,180 | $454.5K | 0.06% | +2,180 | New |
| Zions Bancorporation, N.A. | 2,200 | $458.5K | 0.04% | −1,532−41.1% | Reduced |
| Advisor Group Holdings, Inc. | 2,202 | $459.0K | 0.00% | −7,099−76.3% | Reduced |
| Fox Run Management, L.L.C. | 2,228 | $464.4K | 0.09% | +617+38.3% | Added |
| Consolidated Planning Corp | 2,284 | $476.0K | 0.08% | +571+33.3% | Added |
| Engineers Gate Manager LP | 2,297 | $478.8K | 0.01% | −854−27.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,300 | $479.3K | 0.00% | −57−2.4% | Reduced |
| Baird Financial Group, Inc. | 2,300 | $479.4K | 0.00% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 2,352 | $490.2K | 0.15% | +214+10.0% | Added |
| Argonautica Private Wealth Management, Inc | 2,372 | $494.4K | 0.17% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 2,375 | $495.0K | 0.53% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 2,233 | $495.9K | 0.06% | +2,233 | New |
| Intrust Bank NA | 2,443 | $509.2K | 0.05% | −66−2.6% | Reduced |
| Crossmark Global Holdings, Inc. | 2,450 | $510.0K | 0.01% | −329−11.8% | Reduced |
| Kendall Capital Management | 2,455 | $511.7K | 0.17% | −935−27.6% | Reduced |
| Custom Index Systems, LLC | 2,489 | $518.8K | 0.30% | +2,489 | New |
| Vident Advisory, LLC | 2,555 | $532.6K | 0.01% | −231−8.3% | Reduced |
| Sanctuary Advisors, LLC | 2,992 | $551.4K | 0.00% | +2,992 | New |
| MAI Capital Management | 2,674 | $557.4K | 0.01% | −163−5.7% | Reduced |
| Maryland State Retirement & Pension System | 2,716 | $566.1K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 2,721 | $567.1K | 0.00% | +171+6.7% | Added |
| Coldstream Capital Management Inc | 2,791 | $581.7K | 0.01% | +6+0.2% | Added |
| Securian Asset Management, Inc | 2,852 | $594.4K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,919 | $608.0K | 0.00% | +179+6.5% | Added |
| CWM Advisors, LLC | 2,966 | $618.2K | 0.07% | −1,198−28.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,974 | $619.9K | 0.03% | +1,232+70.7% | Added |
| Swedbank AB | 3,000 | $625.3K | 0.00% | −2,800−48.3% | Reduced |
| Federated Hermes, Inc. | 3,036 | $632.8K | 0.00% | −641−17.4% | Reduced |