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 |
|---|---|---|---|---|---|
| Key Financial Inc | 152 | $31.7K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 150 | $31.2K | 0.00% | +32+27.1% | Added |
| Creative Financial Designs Inc | 149 | $31.1K | 0.00% | +149 | New |
| Huntington National Bank | 135 | $28.1K | 0.00% | −133−49.6% | Reduced |
| Umb Bank N A | 129 | $26.9K | 0.00% | +1+0.8% | Added |
| Quent Capital, LLC | 118 | $24.6K | 0.00% | +1+0.9% | Added |
| Rise Advisors, LLC | 116 | $24.2K | 0.01% | +1+0.9% | Added |
| Principal Securities, Inc. | 111 | $23.1K | 0.00% | −830−88.2% | Reduced |
| Bell Investment Advisors, Inc | 110 | $22.9K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 109 | $22.7K | 0.01% | −50−31.4% | Reduced |
| Planning Capital Management Corp | 107 | $22.3K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 108 | $22.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 104 | $20.5K | 0.00% | +81+352.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 98 | $20.4K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 97 | $20.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 95 | $19.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 94 | $19.6K | 0.00% | −31−24.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 90 | $18.8K | 0.00% | −170−65.4% | Reduced |
| Venturi Wealth Management, LLC | 88 | $18.3K | 0.00% | +26+41.9% | Added |
| LGT Financial Advisors LLC | 79 | $16.5K | 0.03% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 78 | $16.3K | 0.00% | −418−84.3% | Reduced |
| Salem Investment Counselors Inc | 75 | $15.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 74 | $15.4K | 0.00% | +74 | New |
| Covestor Ltd | 74 | $15.0K | 0.01% | −2−2.6% | Reduced |
| Eagle Bay Advisors LLC | 60 | $12.5K | 0.01% | 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 |
| Scarborough Advisors, LLC | 55 | $11.4K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 54 | $11.4K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 49 | $10.2K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 44 | $9.17K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 33 | $6.88K | 0.00% | −5−13.2% | Reduced |
| 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 |
| EdgeRock Capital LLC | 29 | $6.04K | 0.00% | +29 | New |
| Bessemer Group Inc | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $5.84K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 27 | $5.63K | 0.00% | +2+8.0% | Added |
| Sandy Spring Bank | 27 | $5.63K | 0.00% | +27 | New |
| Ashton Thomas Private Wealth, LLC | 27 | $5.63K | 0.00% | +27 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26 | $5.42K | 0.00% | −156−85.7% | Reduced |
| Financial Network Wealth Advisors LLC | 25 | $5.21K | 0.00% | +25 | New |
| Gen-Wealth Partners Inc | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $4.38K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 17 | $3.54K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 16 | $3.39K | 0.00% | −2−11.1% | Reduced |
| Farmers & Merchants Investments Inc | 16 | $3.33K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14 | $2.92K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 14 | $2.92K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $2.71K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13 | $2.71K | 0.00% | +13 | New |
| Atlas Capital Advisors LLC | 12 | $2.50K | 0.00% | −19−61.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 11 | $2.29K | 0.00% | +11 | New |
| Innealta Capital, LLC | 11 | $2.29K | 0.00% | +11 | 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 |
| Addison Advisors LLC | 8 | $1.67K | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $1.46K | 0.00% | +2+40.0% | Added |
| AdvisorNet Financial, Inc | 7 | $1.46K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5 | $1.04K | 0.00% | +5 | New |
| Sachetta, LLC | 4 | $989 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 3 | $625 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1 | $209 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $209 | 0.00% | +1 | New |
| 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 |
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Azora Capital LP | 0 | $0 | 0.00% | −170,278−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −158,445−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −79,903−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −45,883−100.0% | Sold out |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −33,113−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −30,333−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −21,204−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −21,165−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −21,077−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −19,379−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −16,654−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −11,864−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,404−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −8,596−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,844−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −5,472−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,246−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −5,064−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −4,379−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,218−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,089−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,703−100.0% | Sold out |
| Wright Investors Service Inc | 0 | $0 | 0.00% | −3,611−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −3,370−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −3,204−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −2,476−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,401−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −2,245−100.0% | Sold out |