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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 7,537 | $1.57M | 0.05% | −116−1.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,447 | $1.55M | 0.01% | +195+2.7% | Added |
| Oregon Public Employees Retirement Fund | 7,347 | $1.53M | 0.03% | −1,251−14.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,338 | $1.53M | 0.02% | −216−2.9% | Reduced |
| New Mexico Educational Retirement Board | 7,300 | $1.52M | 0.05% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 7,245 | $1.51M | 0.14% | −100−1.4% | Reduced |
| Fifth Third Bancorp | 7,144 | $1.49M | 0.01% | +29+0.4% | Added |
| Prescott Group Capital Management, L.L.C. | 6,940 | $1.45M | 0.23% | +6,940 | New |
| Handelsbanken Fonder AB | 6,937 | $1.45M | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 6,842 | $1.43M | 0.12% | +11+0.2% | Added |
| James Investment Research Inc | 6,774 | $1.41M | 0.17% | −30.0% | Reduced |
| Hohimer Wealth Management, LLC | 6,761 | $1.41M | 0.33% | −114−1.7% | Reduced |
| Pacer Advisors, Inc. | 6,700 | $1.40M | 0.00% | −842−11.2% | Reduced |
| Foster & Motley Inc | 6,464 | $1.35M | 0.09% | −92−1.4% | Reduced |
| Citigroup Inc | 6,373 | $1.33M | 0.00% | +1,738+37.5% | Added |
| DGS Capital Management, LLC | 6,318 | $1.32M | 0.37% | +83+1.3% | Added |
| Radnor Capital Management, LLC | 6,300 | $1.31M | 0.40% | +260+4.3% | Added |
| Atria Investments LLC | 6,254 | $1.30M | 0.02% | −151−2.4% | Reduced |
| First Hawaiian Bank | 6,199 | $1.29M | 0.04% | +344+5.9% | Added |
| Asset Management One Co.,Ltd. | 6,044 | $1.26M | 0.00% | +2,143+54.9% | Added |
| BancorpSouth Bank | 6,029 | $1.26M | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,952 | $1.24M | 0.00% | −10−0.2% | Reduced |
| Summit Place Financial Advisors, LLC | 5,833 | $1.22M | 0.72% | +767+15.1% | Added |
| Deltec Asset Management LLC | 5,760 | $1.20M | 0.23% | 00.0% | Unchanged |
| Cetera Investment Advisers | 5,655 | $1.18M | 0.00% | −2,769−32.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,640 | $1.18M | 0.01% | +3,240+135.0% | Added |
| Sherbrooke Park Advisers LLC | 5,583 | $1.16M | 0.20% | +3,735+202.1% | Added |
| Intech Investment Management LLC | 5,573 | $1.16M | 0.01% | +5,573 | New |
| Allspring Global Investments Holdings, LLC | 5,549 | $1.16M | 0.00% | −464−7.7% | Reduced |
| Vestcor Inc | 5,273 | $1.10M | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 5,153 | $1.07M | 0.30% | −8−0.2% | Reduced |
| BNP Paribas Arbitrage, SA | 5,029 | $1.05M | 0.00% | −5,615−52.8% | Reduced |
| Pictet Asset Management Holding SA | 4,841 | $1.01M | 0.00% | +11+0.2% | Added |
| HighTower Advisors, LLC | 4,830 | $1.01M | 0.00% | −592−10.9% | Reduced |
| Angeles Wealth Management, LLC | 4,800 | $1.00M | 0.09% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 4,736 | $987.1K | 0.21% | +4,736 | New |
| PDT Partners, LLC | 4,602 | $959.2K | 0.09% | −1,411−23.5% | Reduced |
| Freedom Day Solutions, LLC | 4,583 | $955.1K | 0.32% | +495+12.1% | Added |
| Buckhead Capital Management LLC | 4,547 | $947.7K | 0.32% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 4,500 | $937.9K | 0.03% | −6,700−59.8% | Reduced |
| Sit Investment Associates Inc | 4,450 | $928.0K | 0.02% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,399 | $916.9K | 0.01% | +4,399 | New |
| MML Investors Services, LLC | 4,231 | $882.0K | 0.00% | −699−14.2% | Reduced |
| TD Private Client Wealth LLC | 4,208 | $877.1K | 0.03% | −23−0.5% | Reduced |
| Susquehanna International Group, LLP | 4,201 | $875.6K | 0.00% | +1,420+51.1% | Added |
| Ransom Advisory, Ltd | 4,200 | $875.4K | 0.44% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,167 | $868.4K | 0.01% | −149−3.5% | Reduced |
| BNP Paribas | 4,165 | $868.1K | 0.04% | −2,310−35.7% | Reduced |
| Keybank National Association | 4,145 | $863.9K | 0.00% | −442−9.6% | Reduced |
| Captrust Financial Advisors | 4,120 | $858.8K | 0.00% | +218+5.6% | Added |
| Ausbil Investment Management Ltd | 4,056 | $845.4K | 0.39% | −10,434−72.0% | Reduced |
| Aviance Capital Partners, LLC | 4,025 | $838.9K | 0.12% | −50−1.2% | Reduced |
| Central Pacific Bank - Trust Division | 3,955 | $824.3K | 0.10% | +265+7.2% | Added |
| Xponance, Inc. | 3,917 | $816.4K | 0.01% | −391−9.1% | Reduced |
| Public Employees Retirement Association of Colorado | 3,882 | $809.0K | 0.00% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 3,860 | $804.5K | 0.09% | 00.0% | Unchanged |
| Commerce Bank | 3,842 | $800.8K | 0.01% | −66−1.7% | Reduced |
| Miller Howard Investments Inc | 3,737 | $778.9K | 0.03% | +80+2.2% | Added |
| HGK Asset Management Inc | 3,728 | $777.0K | 0.15% | −458−10.9% | Reduced |
| XTX Topco Ltd | 3,721 | $775.6K | 0.07% | −167−4.3% | Reduced |
| Creative Planning | 3,714 | $774.0K | 0.00% | −218−5.5% | Reduced |
| RSM US Wealth Management LLC | 3,659 | $772.2K | 0.01% | +3,659 | New |
| Algert Global LLC | 3,700 | $771.2K | 0.03% | −22,398−85.8% | Reduced |
| Nisa Investment Advisors, LLC | 3,685 | $768.1K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3,598 | $749.8K | 0.02% | +25+0.7% | Added |
| Trivant Custom Portfolio Group, LLC | 3,331 | $694.3K | 0.43% | +3,331 | New |
| Nkcfo LLC | 3,300 | $688.0K | 0.38% | +3,300 | New |
| Central Asset Investments & Management Holdings (HK) Ltd | 3,300 | $687.8K | 0.46% | −1,208−26.8% | Reduced |
| Great Diamond Partners, LLC | 3,260 | $679.5K | 0.16% | +6+0.2% | Added |
| Pitcairn Co | 3,246 | $676.6K | 0.04% | +205+6.7% | Added |
| O'Rourke & Company, Inc | 3,096 | $645.0K | 0.36% | +10.0% | Added |
| Federated Hermes, Inc. | 3,036 | $632.8K | 0.00% | −641−17.4% | Reduced |
| Swedbank AB | 3,000 | $625.3K | 0.00% | −2,800−48.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,974 | $619.9K | 0.03% | +1,232+70.7% | Added |
| CWM Advisors, LLC | 2,966 | $618.2K | 0.07% | −1,198−28.8% | Reduced |
| Janney Montgomery Scott LLC | 2,919 | $608.0K | 0.00% | +179+6.5% | Added |
| Securian Asset Management, Inc | 2,852 | $594.4K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,791 | $581.7K | 0.01% | +6+0.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,721 | $567.1K | 0.00% | +171+6.7% | Added |
| Maryland State Retirement & Pension System | 2,716 | $566.1K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 2,674 | $557.4K | 0.01% | −163−5.7% | Reduced |
| Sanctuary Advisors, LLC | 2,992 | $551.4K | 0.00% | +2,992 | New |
| Vident Advisory, LLC | 2,555 | $532.6K | 0.01% | −231−8.3% | Reduced |
| Custom Index Systems, LLC | 2,489 | $518.8K | 0.30% | +2,489 | New |
| Kendall Capital Management | 2,455 | $511.7K | 0.17% | −935−27.6% | Reduced |
| Crossmark Global Holdings, Inc. | 2,450 | $510.0K | 0.01% | −329−11.8% | Reduced |
| Intrust Bank NA | 2,443 | $509.2K | 0.05% | −66−2.6% | Reduced |
| Diversify Wealth Management, LLC | 2,233 | $495.9K | 0.06% | +2,233 | New |
| Yorktown Management & Research Co Inc | 2,375 | $495.0K | 0.53% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 2,372 | $494.4K | 0.17% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 2,352 | $490.2K | 0.15% | +214+10.0% | Added |
| Baird Financial Group, Inc. | 2,300 | $479.4K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 2,300 | $479.3K | 0.00% | −57−2.4% | Reduced |
| Engineers Gate Manager LP | 2,297 | $478.8K | 0.01% | −854−27.1% | Reduced |
| Consolidated Planning Corp | 2,284 | $476.0K | 0.08% | +571+33.3% | Added |
| Fox Run Management, L.L.C. | 2,228 | $464.4K | 0.09% | +617+38.3% | Added |
| Advisor Group Holdings, Inc. | 2,202 | $459.0K | 0.00% | −7,099−76.3% | Reduced |
| Zions Bancorporation, N.A. | 2,200 | $458.5K | 0.04% | −1,532−41.1% | Reduced |
| Inspire Advisors, LLC | 2,180 | $454.5K | 0.06% | +2,180 | New |
| Mount Yale Investment Advisors, LLC | 2,148 | $447.7K | 0.04% | −28−1.3% | Reduced |