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 |
|---|---|---|---|---|---|
| Capula Management Ltd | 2,108 | $439.4K | 0.00% | −881−29.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,105 | $438.7K | 0.06% | −1,705−44.8% | Reduced |
| Flagship Harbor Advisors, LLC | 2,084 | $434.3K | 0.03% | −65−3.0% | Reduced |
| M&T Bank Corp | 1,998 | $416.4K | 0.00% | −24−1.2% | Reduced |
| NewEdge Wealth, LLC | 1,924 | $401.0K | 0.01% | +72+3.9% | Added |
| Utah Retirement Systems | 1,900 | $396.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,881 | $392.1K | 0.00% | +20+1.1% | Added |
| Hardy Reed LLC | 1,854 | $386.4K | 0.04% | +1,854 | New |
| Proequities, Inc. | 1,844 | $384.3K | 0.02% | +454+32.7% | Added |
| Lane & Associates LLC | 1,833 | $382.0K | 0.23% | +29+1.6% | Added |
| Cetera Trust Company, N.A | 1,814 | $378.1K | 0.24% | 00.0% | Unchanged |
| CastleKnight Management LP | 1,800 | $375.2K | 0.05% | +1,800 | New |
| Greenleaf Trust | 1,794 | $373.9K | 0.00% | −1−0.1% | Reduced |
| Evercore Wealth Management, LLC | 1,720 | $358.5K | 0.01% | −47−2.7% | Reduced |
| nVerses Capital, LLC | 1,700 | $354.3K | 0.21% | +1,700 | New |
| New Century Financial Group, LLC | 1,674 | $348.9K | 0.15% | +1,674 | New |
| Commonwealth Equity Services, LLC | 1,667 | $348.0K | 0.00% | +43+2.6% | Added |
| Harbor Capital Advisors, Inc. | 1,657 | $345.0K | 0.03% | −138−7.7% | Reduced |
| Oppenheimer & Co Inc | 1,629 | $339.5K | 0.01% | +31+1.9% | Added |
| Blair William & Co | 1,628 | $339.3K | 0.00% | +1,628 | New |
| Martingale Asset Management L P | 1,578 | $328.9K | 0.01% | −20,082−92.7% | Reduced |
| Chiron Investment Management, LLC | 1,557 | $324.5K | 0.13% | −813−34.3% | Reduced |
| First Bank & Trust | 1,549 | $322.9K | 0.07% | −42−2.6% | Reduced |
| Valeo Financial Advisors, LLC | 1,520 | $316.8K | 0.01% | −100−6.2% | Reduced |
| Journey Strategic Wealth LLC | 1,494 | $311.4K | 0.01% | +116+8.4% | Added |
| Colony Group, LLC | 1,490 | $311.0K | 0.00% | +1,490 | New |
| Cambridge Investment Research Advisors, Inc. | 1,470 | $306.0K | 0.00% | −93−6.0% | Reduced |
| Gateway Investment Advisers LLC | 1,463 | $304.9K | 0.00% | +1,463 | New |
| Shelton Capital Management | 1,447 | $301.6K | 0.01% | −79−5.2% | Reduced |
| Parallel Advisors, LLC | 1,430 | $298.1K | 0.01% | −70−4.7% | Reduced |
| JJJ Advisors Inc. | 1,424 | $296.8K | 0.06% | −9−0.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,400 | $291.8K | 0.16% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 1,396 | $291.0K | 0.05% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 1,306 | $272.2K | 0.00% | +1,306 | New |
| Balyasny Asset Management LLC | 1,294 | $269.7K | 0.00% | +1,294 | New |
| Hamilton Capital Partners Inc. | 1,266 | $263.9K | 0.03% | −410−24.5% | Reduced |
| Prelude Capital Management, LLC | 1,249 | $260.3K | 0.02% | −540−30.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,340 | $258.1K | 0.00% | +328+32.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,220 | $254.3K | 0.04% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 1,218 | $253.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,214 | $253.0K | 0.02% | +1,214 | New |
| Walleye Trading LLC | 1,200 | $250.1K | 0.00% | +889+285.9% | Added |
| Insight Wealth Partners, LLC | 1,168 | $243.4K | 0.16% | +1,168 | New |
| Mirabella Financial Services LLP | 1,145 | $238.7K | 0.02% | −4,002−77.8% | Reduced |
| Toronto Dominion Bank | 1,139 | $237.4K | 0.00% | +699+158.9% | Added |
| Park Avenue Securities LLC | 1,139 | $237.0K | 0.00% | −1,268−52.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,093 | $227.8K | 0.04% | +39+3.7% | Added |
| Impact Partnership Wealth, LLC | 1,084 | $226.0K | 0.06% | +480+79.5% | Added |
| Ritholtz Wealth Management | 1,082 | $225.6K | 0.01% | +1,082 | New |
| EverSource Wealth Advisors, LLC | 898 | $224.8K | 0.01% | +20+2.3% | Added |
| CIBC Asset Management Inc | 1,075 | $224.1K | 0.00% | +1,075 | New |
| Parkside Financial Bank & Trust | 1,068 | $222.6K | 0.03% | +131+14.0% | Added |
| Fielder Capital Group LLC | 1,058 | $220.5K | 0.08% | −4−0.4% | Reduced |
| National Bank of Canada | 1,025 | $215.3K | 0.00% | +5+0.5% | Added |
| Heritage Wealth Management, Inc. | 1,000 | $212.8K | 0.07% | +1,000 | New |
| Tower Research Capital LLC (TRC) | 1,012 | $210.9K | 0.00% | −636−38.6% | Reduced |
| Bleakley Financial Group, LLC | 1,008 | $210.1K | 0.01% | +1,008 | New |
| Simplicity Wealth,LLC | 1,006 | $209.7K | 0.00% | +1,006 | New |
| Courier Capital LLC | 1,000 | $208.4K | 0.02% | +1,000 | New |
| Narus Financial Partners, LLC | 999 | $208.2K | 0.08% | +999 | New |
| Profund Advisors LLC | 993 | $207.0K | 0.01% | −263−20.9% | Reduced |
| Burns Matteson Capital Management, LLC | 992 | $206.8K | 0.13% | +992 | New |
| Dakota Wealth Management | 988 | $205.9K | 0.00% | −171−14.8% | Reduced |
| Squarepoint Ops LLC | 963 | $200.7K | 0.00% | −53,188−98.2% | Reduced |
| Ci Investments Inc. | 942 | $196.0K | 0.00% | +60+6.8% | Added |
| KBC Group NV | 914 | $191.0K | 0.00% | +123+15.5% | Added |
| Manchester Capital Management LLC | 908 | $189.3K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 808 | $168.0K | 0.01% | +808 | New |
| Benjamin F. Edwards & Company, Inc. | 747 | $156.0K | 0.00% | +72+10.7% | Added |
| Arlington Trust Co LLC | 699 | $145.7K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 625 | $130.3K | 0.00% | +625 | New |
| Quadrant Capital Group LLC | 617 | $128.6K | 0.01% | +6+1.0% | Added |
| Picton Mahoney Asset Management | 555 | $116.0K | 0.00% | +20+3.7% | Added |
| GeoWealth Management, LLC | 462 | $96.3K | 0.00% | +157+51.5% | Added |
| Global Retirement Partners, LLC | 378 | $78.9K | 0.00% | −147−28.0% | Reduced |
| CIBC Private Wealth Group, LLC | 366 | $77.8K | 0.00% | +7+1.9% | Added |
| GAMMA Investing LLC | 370 | $77.1K | 0.01% | +155+72.1% | Added |
| Mather Group, LLC. | 379 | $73.0K | 0.00% | +339+847.5% | Added |
| GWM Advisors LLC | 338 | $70.5K | 0.00% | −32−8.6% | Reduced |
| Core Alternative Capital | 315 | $65.7K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 313 | $65.2K | 0.00% | −10−3.1% | Reduced |
| Harvest Fund Management Co., Ltd | 292 | $61.0K | 0.00% | −1,148−79.7% | Reduced |
| Allworth Financial LP | 253 | $60.9K | 0.00% | +30+13.5% | Added |
| CWM, LLC | 262 | $55.0K | 0.00% | +38+17.0% | Added |
| Opal Wealth Advisors, LLC | 242 | $50.4K | 0.02% | +242 | New |
| Signaturefd, LLC | 234 | $48.8K | 0.00% | −26−10.0% | Reduced |
| Nomura Asset Management Co Ltd | 220 | $45.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 196 | $40.9K | 0.00% | +7+3.7% | Added |
| Assetmark, Inc | 188 | $39.2K | 0.00% | +90+91.8% | Added |
| Piscataqua Savings Bank | 180 | $37.5K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 175 | $36.5K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 174 | $36.3K | 0.00% | +174 | New |
| M&R Capital Management Inc | 170 | $35.4K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 168 | $35.0K | 0.00% | +141+522.2% | Added |
| Clearstead Advisors, LLC | 165 | $34.4K | 0.00% | +139+534.6% | Added |
| WealthCollab, LLC | 164 | $34.2K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 161 | $34.0K | 0.00% | +161 | New |
| IFP Advisors, Inc | 163 | $34.0K | 0.00% | +147+918.8% | Added |
| Gladius Capital Management LP | 161 | $33.6K | 0.03% | +161 | New |
| Farther Finance Advisors, LLC | 154 | $32.5K | 0.00% | +11+7.7% | Added |