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 |
|---|---|---|---|---|---|
| O'Rourke & Company, Inc | 3,096 | $645.0K | 0.36% | +10.0% | Added |
| Pitcairn Co | 3,246 | $676.6K | 0.04% | +205+6.7% | Added |
| Great Diamond Partners, LLC | 3,260 | $679.5K | 0.16% | +6+0.2% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 3,300 | $687.8K | 0.46% | −1,208−26.8% | Reduced |
| Nkcfo LLC | 3,300 | $688.0K | 0.38% | +3,300 | New |
| Trivant Custom Portfolio Group, LLC | 3,331 | $694.3K | 0.43% | +3,331 | New |
| Dynamic Advisor Solutions LLC | 3,598 | $749.8K | 0.02% | +25+0.7% | Added |
| Nisa Investment Advisors, LLC | 3,685 | $768.1K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 3,700 | $771.2K | 0.03% | −22,398−85.8% | Reduced |
| RSM US Wealth Management LLC | 3,659 | $772.2K | 0.01% | +3,659 | New |
| Creative Planning | 3,714 | $774.0K | 0.00% | −218−5.5% | Reduced |
| XTX Topco Ltd | 3,721 | $775.6K | 0.07% | −167−4.3% | Reduced |
| HGK Asset Management Inc | 3,728 | $777.0K | 0.15% | −458−10.9% | Reduced |
| Miller Howard Investments Inc | 3,737 | $778.9K | 0.03% | +80+2.2% | Added |
| Commerce Bank | 3,842 | $800.8K | 0.01% | −66−1.7% | Reduced |
| Isthmus Partners, LLC | 3,860 | $804.5K | 0.09% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,882 | $809.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 3,917 | $816.4K | 0.01% | −391−9.1% | Reduced |
| Central Pacific Bank - Trust Division | 3,955 | $824.3K | 0.10% | +265+7.2% | Added |
| Aviance Capital Partners, LLC | 4,025 | $838.9K | 0.12% | −50−1.2% | Reduced |
| Ausbil Investment Management Ltd | 4,056 | $845.4K | 0.39% | −10,434−72.0% | Reduced |
| Captrust Financial Advisors | 4,120 | $858.8K | 0.00% | +218+5.6% | Added |
| Keybank National Association | 4,145 | $863.9K | 0.00% | −442−9.6% | Reduced |
| BNP Paribas | 4,165 | $868.1K | 0.04% | −2,310−35.7% | Reduced |
| TownSquare Capital, LLC | 4,167 | $868.4K | 0.01% | −149−3.5% | Reduced |
| Ransom Advisory, Ltd | 4,200 | $875.4K | 0.44% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 4,201 | $875.6K | 0.00% | +1,420+51.1% | Added |
| TD Private Client Wealth LLC | 4,208 | $877.1K | 0.03% | −23−0.5% | Reduced |
| MML Investors Services, LLC | 4,231 | $882.0K | 0.00% | −699−14.2% | Reduced |
| Bridges Investment Management Inc | 4,399 | $916.9K | 0.01% | +4,399 | New |
| Sit Investment Associates Inc | 4,450 | $928.0K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 4,500 | $937.9K | 0.03% | −6,700−59.8% | Reduced |
| Buckhead Capital Management LLC | 4,547 | $947.7K | 0.32% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 4,583 | $955.1K | 0.32% | +495+12.1% | Added |
| PDT Partners, LLC | 4,602 | $959.2K | 0.09% | −1,411−23.5% | Reduced |
| Lecap Asset Management Ltd | 4,736 | $987.1K | 0.21% | +4,736 | New |
| Angeles Wealth Management, LLC | 4,800 | $1.00M | 0.09% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,830 | $1.01M | 0.00% | −592−10.9% | Reduced |
| Pictet Asset Management Holding SA | 4,841 | $1.01M | 0.00% | +11+0.2% | Added |
| BNP Paribas Arbitrage, SA | 5,029 | $1.05M | 0.00% | −5,615−52.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,153 | $1.07M | 0.30% | −8−0.2% | Reduced |
| Vestcor Inc | 5,273 | $1.10M | 0.04% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5,549 | $1.16M | 0.00% | −464−7.7% | Reduced |
| Intech Investment Management LLC | 5,573 | $1.16M | 0.01% | +5,573 | New |
| Sherbrooke Park Advisers LLC | 5,583 | $1.16M | 0.20% | +3,735+202.1% | Added |
| Federation des caisses Desjardins du Quebec | 5,640 | $1.18M | 0.01% | +3,240+135.0% | Added |
| Cetera Investment Advisers | 5,655 | $1.18M | 0.00% | −2,769−32.9% | Reduced |
| Deltec Asset Management LLC | 5,760 | $1.20M | 0.23% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 5,833 | $1.22M | 0.72% | +767+15.1% | Added |
| Northwestern Mutual Wealth Management Co | 5,952 | $1.24M | 0.00% | −10−0.2% | Reduced |
| BancorpSouth Bank | 6,029 | $1.26M | 0.09% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 6,044 | $1.26M | 0.00% | +2,143+54.9% | Added |
| First Hawaiian Bank | 6,199 | $1.29M | 0.04% | +344+5.9% | Added |
| Atria Investments LLC | 6,254 | $1.30M | 0.02% | −151−2.4% | Reduced |
| Radnor Capital Management, LLC | 6,300 | $1.31M | 0.40% | +260+4.3% | Added |
| DGS Capital Management, LLC | 6,318 | $1.32M | 0.37% | +83+1.3% | Added |
| Citigroup Inc | 6,373 | $1.33M | 0.00% | +1,738+37.5% | Added |
| Foster & Motley Inc | 6,464 | $1.35M | 0.09% | −92−1.4% | Reduced |
| Pacer Advisors, Inc. | 6,700 | $1.40M | 0.00% | −842−11.2% | Reduced |
| Hohimer Wealth Management, LLC | 6,761 | $1.41M | 0.33% | −114−1.7% | Reduced |
| James Investment Research Inc | 6,774 | $1.41M | 0.17% | −30.0% | Reduced |
| Nations Financial Group Inc, | 6,842 | $1.43M | 0.12% | +11+0.2% | Added |
| Handelsbanken Fonder AB | 6,937 | $1.45M | 0.01% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 6,940 | $1.45M | 0.23% | +6,940 | New |
| Fifth Third Bancorp | 7,144 | $1.49M | 0.01% | +29+0.4% | Added |
| Washington Trust Advisors, Inc. | 7,245 | $1.51M | 0.14% | −100−1.4% | Reduced |
| New Mexico Educational Retirement Board | 7,300 | $1.52M | 0.05% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 7,338 | $1.53M | 0.02% | −216−2.9% | Reduced |
| Oregon Public Employees Retirement Fund | 7,347 | $1.53M | 0.03% | −1,251−14.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,447 | $1.55M | 0.01% | +195+2.7% | Added |
| Ameritas Investment Partners, Inc. | 7,537 | $1.57M | 0.05% | −116−1.5% | Reduced |
| Caitlin John, LLC | 7,582 | $1.58M | 1.15% | −1,874−19.8% | Reduced |
| Wambolt & Associates, LLC | 7,734 | $1.63M | 0.47% | +308+4.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,854 | $1.64M | 0.01% | +187+2.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,909 | $1.65M | 0.04% | +179+2.3% | Added |
| JustInvest LLC | 7,932 | $1.65M | 0.03% | +1,280+19.2% | Added |
| Summit Global Investments | 7,944 | $1.66M | 0.11% | +7,944 | New |
| QSV Equity Investors LLC | 7,999 | $1.67M | 1.74% | −46−0.6% | Reduced |
| Dana Investment Advisors, Inc. | 8,227 | $1.71M | 0.06% | +17+0.2% | Added |
| Riverwater Partners LLC | 8,389 | $1.75M | 1.30% | −89−1.0% | Reduced |
| Shilanski & Associates, Inc. | 8,400 | $1.75M | 0.59% | −40−0.5% | Reduced |
| State of Michigan Retirement System | 8,505 | $1.77M | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 8,532 | $1.78M | 0.00% | +137+1.6% | Added |
| Truist Financial Corp | 8,763 | $1.83M | 0.00% | +465+5.6% | Added |
| Edgestream Partners, L.P. | 8,782 | $1.83M | 0.09% | −14,015−61.5% | Reduced |
| CI Private Wealth, LLC | 9,061 | $1.89M | 0.00% | +837+10.2% | Added |
| TD Waterhouse Canada Inc. | 9,053 | $1.91M | 0.02% | +998+12.4% | Added |
| Eagle Rock Investment Company, LLC | 9,263 | $1.93M | 0.35% | −6−0.1% | Reduced |
| Tudor Investment Corp Et Al | 9,458 | $1.97M | 0.02% | +9,458 | New |
| Campbell Newman Asset Management Inc | 9,759 | $2.03M | 0.16% | −44−0.4% | Reduced |
| Louisiana State Employees Retirement System | 10,000 | $2.08M | 0.04% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 10,278 | $2.14M | 0.00% | +605+6.3% | Added |
| Arizona State Retirement System | 10,286 | $2.14M | 0.01% | +450+4.6% | Added |
| HSBC Holdings PLC | 10,453 | $2.16M | 0.00% | −5,373−34.0% | Reduced |
| Tremblant Capital Group | 10,651 | $2.22M | 0.25% | +3,683+52.9% | Added |
| EAM Investors, LLC | 10,884 | $2.27M | 0.37% | −10,573−49.3% | Reduced |
| Bridge City Capital, LLC | 11,054 | $2.30M | 0.77% | +22+0.2% | Added |
| EFG Asset Management (North America) Corp. | 11,108 | $2.31M | 0.40% | +53+0.5% | Added |
| Rocky Mountain Advisers, LLC | 11,900 | $2.48M | 0.83% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,909 | $2.48M | 0.00% | −669−5.3% | Reduced |