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Evercore Inc.

EVR
Exchange
NYSE
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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.

Q3 2024 vs. Q2 2024

How the institutions holding Evercore Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of EVR: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders4713514+46
Shares33.8M3.51M33.3M+3.05M (+10.1%)
Value$7.04B$730.7M$8.41B+$2.10B (+33.2%)

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (94)

Institutions that held Evercore Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to EVR in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.3,500,581$886.8M0.02%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.114,733$29.1M0.07%
Holocene Advisors, LP86,520$21.9M0.09%
Rheos Capital Works Inc.37,000$9.37M0.49%
EAM Global Investors LLC18,281$4.63M0.93%
Trexquant Investment LP16,784$4.25M0.05%
Teza Capital Management LLC14,781$3.74M0.41%
B. Metzler seel. Sohn & Co. Holding AG14,696$3.72M0.04%
Alyeska Investment Group, L.P.14,517$3.68M0.02%
Arrowstreet Capital, Limited Partnership12,920$3.27M0.00%
Cinctive Capital Management LP12,035$3.05M0.17%
Credit Agricole S A9,939$2.52M0.01%
Lisanti Capital Growth, LLC8,765$2.22M0.56%
Caption Management, LLC8,751$2.22M0.24%
Amundi8,226$2.05M0.00%
Centiva Capital, LP7,092$1.80M0.08%
Campbell & CO Investment Adviser LLC7,089$1.80M0.13%
Dynamic Technology Lab Private Ltd5,786$1.47M0.16%
Mackenzie Financial Corp4,761$1.21M0.00%
Verition Fund Management LLC4,152$1.05M0.01%
Magnetar Financial LLC3,954$1.00M0.02%
Private Client Services, LLC3,951$1.00M0.54%
Seven Eight Capital, LP3,737$946.7K0.08%
Calamos Advisors LLC3,285$832.2K0.00%
Illinois Municipal Retirement Fund2,791$707.1K0.01%
Quadrature Capital Ltd2,740$694.3K0.02%
International Assets Investment Management, LLC171,880$678.0K0.00%
Petrus Trust Company, LTA2,451$620.9K0.06%
Absolute Capital Management, LLC2,420$613.1K0.36%
Mercer Global Advisors Inc2,417$606.7K0.00%
Winton Group Ltd2,377$602.2K0.04%
SG Americas Securities, LLC2,224$563.0K0.00%
Jump Financial, LLC2,110$534.5K0.01%
Bryn Mawr Trust Co2,020$511.7K0.01%
MQS Management LLC2,008$508.7K0.28%
Aviva PLC1,769$448.2K0.00%
Jefferies Financial Group Inc.1,709$433.0K0.01%
EP Wealth Advisors, LLC1,596$404.3K0.00%
Ieq Capital, LLC1,566$396.7K0.00%
D. E. Shaw & Co., Inc.1,500$380.0K0.00%
Sterling Capital Management LLC1,368$346.6K0.00%
Inceptionr LLC1,342$340.0K0.08%
Shell Asset Management Co1,339$339.0K0.01%
Schonfeld Strategic Advisors LLC1,328$336.4K0.00%
Net Worth Advisory Group1,291$327.1K0.10%
Strategy Asset Managers LLC1,210$306.5K0.06%
Omers Administration Corp1,200$304.0K0.00%
Oak Thistle LLC1,178$298.4K0.10%
B.O.S.S. Retirement Advisors, LLC1,144$290.1K0.06%
United Capital Financial Advisers, LLC1,118$283.2K0.00%
Belpointe Asset Management LLC1,068$270.6K0.02%
Summit Trail Advisors, LLC1,004$254.4K0.01%
Versor Investments LP1,000$253.3K0.04%
Portside Wealth Group, LLC972$246.2K0.04%
Ingalls & Snyder LLC972$246.0K0.01%
Investment House LLC950$240.7K0.01%
Wealthstream Advisors, Inc.944$239.2K0.04%
Savant Capital, LLC936$237.1K0.00%
Moody National Bank Trust Division911$230.8K0.02%
Quest Partners LLC900$228.0K0.02%
Trust Point Inc.900$228.0K0.02%
Wealthspire Advisors, LLC889$225.2K0.00%
NDVR, Inc.884$224.7K0.23%
Hilltop Holdings Inc.885$224.1K0.01%
Axq Capital, LP881$223.2K0.07%
Atomi Financial Group, Inc.879$222.7K0.01%
Meiji Yasuda Asset Management Co Ltd.877$222.2K0.01%
Legacy Capital Group California, Inc.864$218.9K0.07%
Rafferty Asset Management, LLC822$208.2K0.00%
Avantax Advisory Services, Inc.814$206.3K0.00%
Wetherby Asset Management Inc812$205.7K0.01%
Benjamin Edwards Inc801$202.9K0.00%
Bayesian Capital Management, LP800$202.7K0.02%
Planned Solutions, Inc.800$202.7K0.08%
Skopos Labs, Inc.503$127.4K0.04%
Jaffetilchin Investment Partners, LLC432$109.4K0.01%
Quarry LP306$77.5K0.02%
ORG Wealth Partners, LLC132$33.4K0.01%
True Wealth Design, LLC131$33.2K0.01%
Capital Performance Advisors LLP111$28.1K0.01%
Danske Bank A/S100$25.3K0.00%
GHP Investment Advisors, Inc.45$11.4K0.00%
Darwin Advisors, LLC43$10.8K0.00%
Northwest Investment Counselors, LLC33$8.36K0.00%
Twin Tree Management, LP33$8.36K0.00%
Geneos Wealth Management Inc.31$7.85K0.00%
Hemington Wealth Management24$6.00K0.00%
Kayne Anderson Rudnick Investment Management LLC19$4.81K0.00%
Altshuler Shaham Ltd16$4.05K0.00%
Concord Wealth Partners7$1.77K0.00%
Claris Advisors, LLC3$7600.00%
Rothschild Investment LLC2$5070.00%
Bokf, NA2$4960.00%
Crewe Advisors LLC1$2540.00%

Sold out (48)

Institutions that held Evercore Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of EVR in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Ariel Investments, LLC121,221$25.3M
Samlyn Capital, LLC82,727$17.2M
Hotchkis & Wiley Capital Management LLC54,205$11.3M
Point72 Asset Management, L.P.50,027$10.4M
Wedge Capital Management L L P19,479$4.06M
Edgestream Partners, L.P.8,782$1.83M
Hohimer Wealth Management, LLC6,761$1.41M
Sherbrooke Park Advisers LLC5,583$1.16M
PDT Partners, LLC4,602$959.2K
Aquatic Capital Management LLC4,500$937.9K
Nkcfo LLC3,300$688.0K
Central Asset Investments & Management Holdings (HK) Ltd3,300$687.8K
MAI Capital Management2,674$557.4K
Custom Index Systems, LLC2,489$518.8K
Fox Run Management, L.L.C.2,228$464.4K
Inspire Advisors, LLC2,180$454.5K
Capula Management Ltd2,108$439.4K
Lane & Associates LLC1,833$382.0K
CastleKnight Management LP1,800$375.2K
Martingale Asset Management L P1,578$328.9K
Cornercap Investment Counsel Inc1,396$291.0K
Oppenheimer Asset Management Inc.1,306$272.2K
Balyasny Asset Management LLC1,294$269.7K
Prelude Capital Management, LLC1,249$260.3K
Mirabella Financial Services LLP1,145$238.7K
Park Avenue Securities LLC1,139$237.0K
Simplicity Wealth,LLC1,006$209.7K
Dakota Wealth Management988$205.9K
Squarepoint Ops LLC963$200.7K
Simplex Trading, LLC808$168.0K
Picton Mahoney Asset Management555$116.0K
Opal Wealth Advisors, LLC242$50.4K
Gradient Investments LLC174$36.3K
ORG Partners LLC161$34.0K
Gladius Capital Management LP161$33.6K
SYSTM Wealth Solutions LLC78$16.3K
Larson Financial Group LLC74$15.4K
Scarborough Advisors, LLC55$11.4K
Naples Money Management LLC54$11.4K
Dunhill Financial, LLC32$6.67K
EdgeRock Capital LLC29$6.04K
Sandy Spring Bank27$5.63K
Ashton Thomas Private Wealth, LLC27$5.63K
Front Row Advisors LLC17$3.54K
Abich Financial Wealth Management LLC16$3.39K
Innealta Capital, LLC11$2.29K
Horizon Investments, LLC5$1.04K
Tucker Asset Management LLC1$208

Not filed for Q3 2024 yet (3)

Institutions that held Evercore Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EVR in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.3,503,359$730.2M
JJJ Advisors Inc.1,424$296.8K
Benjamin F. Edwards & Company, Inc.747$156.0K