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, Q3 2024
Institutional positions in Evercore Inc. as of Sep 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
- 514
- +46 vs. Q2 2024
- Shares held
- 33.3M
- +3.05M (+10.1%) vs. Q2 2024
- Total value
- $8.41B
- +$2.10B (+33.2%) vs. Q2 2024
- New holders
- 94
- 161 more added
- Sold out
- 48
- 171 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 1 | $253 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $254 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1 | $254 | 0.00% | +1 | New |
| Bokf, NA | 2 | $496 | 0.00% | +2 | New |
| Rothschild Investment LLC | 2 | $507 | 0.00% | +2 | New |
| Claris Advisors, LLC | 3 | $760 | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 7 | $1.77K | 0.00% | +4+133.3% | Added |
| Concord Wealth Partners | 7 | $1.77K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $1.77K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 8 | $2.03K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $2.28K | 0.00% | +2+28.6% | Added |
| Sound Income Strategies, LLC | 10 | $2.53K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $2.53K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 11 | $2.79K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13 | $3.29K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 13 | $3.29K | 0.00% | +12+1,200.0% | Added |
| SJS Investment Consulting Inc. | 13 | $3.29K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 14 | $3.55K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14 | $3.55K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $4.05K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 16 | $4.05K | 0.00% | +16 | New |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $4.81K | 0.00% | +19 | New |
| Frazier Financial Advisors, LLC | 19 | $4.81K | 0.00% | −8−29.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $5.07K | 0.00% | −6−23.1% | Reduced |
| Prestige Wealth Management Group LLC | 21 | $5.32K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 24 | $6.00K | 0.00% | +24 | New |
| Financial Network Wealth Advisors LLC | 25 | $6.33K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 24 | $6.36K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 23 | $6.89K | 0.00% | +13+130.0% | Added |
| JFS Wealth Advisors, LLC | 29 | $7.35K | 0.00% | +1+3.6% | Added |
| Atlas Capital Advisors LLC | 31 | $7.85K | 0.00% | +19+158.3% | Added |
| Geneos Wealth Management Inc. | 31 | $7.85K | 0.00% | +31 | New |
| BFSG, LLC | 32 | $8.11K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $8.11K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 33 | $8.36K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 33 | $8.36K | 0.00% | +33 | New |
| Twin Tree Management, LP | 33 | $8.36K | 0.00% | +33 | New |
| Mather Group, LLC. | 41 | $10.4K | 0.00% | −338−89.2% | Reduced |
| Darwin Advisors, LLC | 43 | $10.8K | 0.00% | +43 | New |
| Global Financial Private Client, LLC | 44 | $11.1K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 45 | $11.4K | 0.00% | +45 | New |
| Carmichael Hill & Associates, Inc. | 49 | $12.4K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $13.9K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 55 | $13.9K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 57 | $14.4K | 0.01% | −3−5.0% | Reduced |
| Principal Securities, Inc. | 62 | $15.7K | 0.00% | −49−44.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 62 | $15.7K | 0.00% | −36−36.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 66 | $16.8K | 0.00% | −24−26.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 69 | $17.5K | 0.00% | −99−58.9% | Reduced |
| Salem Investment Counselors Inc | 75 | $19.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 79 | $20.0K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 91 | $23.0K | 0.01% | +17+23.0% | Added |
| Smithfield Trust Co | 97 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 95 | $25.0K | 0.00% | +67+239.3% | Added |
| Venturi Wealth Management, LLC | 99 | $25.1K | 0.00% | +11+12.5% | Added |
| Danske Bank A/S | 100 | $25.3K | 0.00% | +100 | New |
| NBC Securities, Inc. | 108 | $27.0K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 107 | $27.1K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 109 | $27.6K | 0.00% | −1,091−90.9% | Reduced |
| Contravisory Investment Management, Inc. | 109 | $27.6K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 110 | $27.9K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 111 | $28.1K | 0.01% | +111 | New |
| Rise Advisors, LLC | 116 | $29.5K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 118 | $29.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 119 | $30.1K | 0.00% | +25+26.6% | Added |
| Smartleaf Asset Management LLC | 128 | $32.5K | 0.00% | +24+23.1% | Added |
| True Wealth Design, LLC | 131 | $33.2K | 0.01% | +131 | New |
| ORG Wealth Partners, LLC | 132 | $33.4K | 0.01% | +132 | New |
| Versant Capital Management, Inc | 133 | $33.7K | 0.01% | +132+13,200.0% | Added |
| Huntington National Bank | 136 | $34.5K | 0.00% | +1+0.7% | Added |
| Creative Financial Designs Inc | 149 | $37.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 152 | $38.5K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 162 | $41.1K | 0.00% | −1−0.6% | Reduced |
| LRI Investments, LLC | 138 | $41.3K | 0.00% | −12−8.0% | Reduced |
| WealthCollab, LLC | 164 | $41.5K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 170 | $43.1K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 170 | $43.1K | 0.00% | +75+78.9% | Added |
| West Oak Capital, LLC | 175 | $44.3K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 180 | $45.6K | 0.04% | 00.0% | Unchanged |
| Assetmark, Inc | 183 | $46.4K | 0.00% | −5−2.7% | Reduced |
| Farther Finance Advisors, LLC | 193 | $48.9K | 0.00% | +39+25.3% | Added |
| Lindbrook Capital, LLC | 196 | $49.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 202 | $51.2K | 0.00% | +73+56.6% | Added |
| Nomura Asset Management Co Ltd | 220 | $55.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 234 | $59.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 241 | $61.1K | 0.00% | −12−4.7% | Reduced |
| Clearstead Advisors, LLC | 264 | $66.9K | 0.00% | +99+60.0% | Added |
| Harvest Fund Management Co., Ltd | 292 | $74.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 306 | $77.5K | 0.02% | +306 | New |
| GWM Advisors LLC | 311 | $78.7K | 0.00% | −27−8.0% | Reduced |
| First Horizon Advisors, Inc. | 313 | $79.3K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 315 | $79.8K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 337 | $85.4K | 0.00% | −29−7.9% | Reduced |
| Global Retirement Partners, LLC | 340 | $86.1K | 0.00% | −38−10.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 432 | $109.4K | 0.01% | +432 | New |
| GeoWealth Management, LLC | 473 | $119.8K | 0.00% | +11+2.4% | Added |
| Skopos Labs, Inc. | 503 | $127.4K | 0.04% | +503 | New |
| GAMMA Investing LLC | 523 | $132.5K | 0.01% | +153+41.4% | Added |