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 |
|---|---|---|---|---|---|
| Central Pacific Bank - Trust Division | 570 | $144.4K | 0.02% | −3,385−85.6% | Reduced |
| Parkside Financial Bank & Trust | 581 | $147.2K | 0.02% | −487−45.6% | Reduced |
| Quadrant Capital Group LLC | 617 | $156.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 633 | $160.4K | 0.01% | −265−29.5% | Reduced |
| Private Trust Co NA | 660 | $167.2K | 0.02% | +659+65,900.0% | Added |
| Arlington Trust Co LLC | 699 | $177.1K | 0.04% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 717 | $182.0K | 0.01% | −940−56.7% | Reduced |
| Bayesian Capital Management, LP | 800 | $202.7K | 0.02% | +800 | New |
| Planned Solutions, Inc. | 800 | $202.7K | 0.08% | +800 | New |
| Benjamin Edwards Inc | 801 | $202.9K | 0.00% | +801 | New |
| Wetherby Asset Management Inc | 812 | $205.7K | 0.01% | +812 | New |
| Avantax Advisory Services, Inc. | 814 | $206.3K | 0.00% | +814 | New |
| Rafferty Asset Management, LLC | 822 | $208.2K | 0.00% | +822 | New |
| Oppenheimer & Co Inc | 833 | $211.0K | 0.00% | −796−48.9% | Reduced |
| Legacy Capital Group California, Inc. | 864 | $218.9K | 0.07% | +864 | New |
| Meiji Yasuda Asset Management Co Ltd. | 877 | $222.2K | 0.01% | +877 | New |
| Atomi Financial Group, Inc. | 879 | $222.7K | 0.01% | +879 | New |
| Gateway Investment Advisers LLC | 881 | $223.2K | 0.00% | −582−39.8% | Reduced |
| Axq Capital, LP | 881 | $223.2K | 0.07% | +881 | New |
| Hilltop Holdings Inc. | 885 | $224.1K | 0.01% | +885 | New |
| NDVR, Inc. | 884 | $224.7K | 0.23% | +884 | New |
| Wealthspire Advisors, LLC | 889 | $225.2K | 0.00% | +889 | New |
| Trust Point Inc. | 900 | $228.0K | 0.02% | +900 | New |
| Quest Partners LLC | 900 | $228.0K | 0.02% | +900 | New |
| Moody National Bank Trust Division | 911 | $230.8K | 0.02% | +911 | New |
| Citadel Advisors LLC | 927 | $234.8K | 0.00% | −379,218−99.8% | Reduced |
| Impact Partnership Wealth, LLC | 933 | $236.3K | 0.05% | −151−13.9% | Reduced |
| Savant Capital, LLC | 936 | $237.1K | 0.00% | +936 | New |
| Jones Financial Companies LLLP | 935 | $237.5K | 0.00% | +310+49.6% | Added |
| Wealthstream Advisors, Inc. | 944 | $239.2K | 0.04% | +944 | New |
| National Bank of Canada | 945 | $239.4K | 0.00% | −80−7.8% | Reduced |
| Investment House LLC | 950 | $240.7K | 0.01% | +950 | New |
| Ingalls & Snyder LLC | 972 | $246.0K | 0.01% | +972 | New |
| Portside Wealth Group, LLC | 972 | $246.2K | 0.04% | +972 | New |
| Profund Advisors LLC | 990 | $250.8K | 0.01% | −3−0.3% | Reduced |
| Narus Financial Partners, LLC | 999 | $253.1K | 0.09% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,000 | $253.3K | 0.08% | 00.0% | Unchanged |
| Courier Capital LLC | 1,000 | $253.3K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 1,000 | $253.3K | 0.04% | +1,000 | New |
| Summit Trail Advisors, LLC | 1,004 | $254.4K | 0.01% | +1,004 | New |
| Burns Matteson Capital Management, LLC | 1,008 | $255.4K | 0.14% | +16+1.6% | Added |
| KBC Group NV | 1,018 | $258.0K | 0.00% | +104+11.4% | Added |
| Valeo Financial Advisors, LLC | 1,020 | $258.4K | 0.01% | −500−32.9% | Reduced |
| Ci Investments Inc. | 1,036 | $262.0K | 0.00% | +94+10.0% | Added |
| Bleakley Financial Group, LLC | 1,035 | $262.2K | 0.01% | +27+2.7% | Added |
| Fielder Capital Group LLC | 1,058 | $268.0K | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,062 | $269.1K | 0.04% | −158−13.0% | Reduced |
| Belpointe Asset Management LLC | 1,068 | $270.6K | 0.02% | +1,068 | New |
| Metis Global Partners, LLC | 1,111 | $281.5K | 0.01% | −107−8.8% | Reduced |
| CIBC Asset Management Inc | 1,116 | $282.7K | 0.00% | +41+3.8% | Added |
| United Capital Financial Advisers, LLC | 1,118 | $283.2K | 0.00% | +1,118 | New |
| B.O.S.S. Retirement Advisors, LLC | 1,144 | $290.1K | 0.06% | +1,144 | New |
| Linden Thomas Advisory Services, LLC | 1,168 | $295.9K | 0.04% | +75+6.9% | Added |
| Oak Thistle LLC | 1,178 | $298.4K | 0.10% | +1,178 | New |
| Omers Administration Corp | 1,200 | $304.0K | 0.00% | +1,200 | New |
| Strategy Asset Managers LLC | 1,210 | $306.5K | 0.06% | +1,210 | New |
| Ritholtz Wealth Management | 1,213 | $307.4K | 0.01% | +131+12.1% | Added |
| Fifth Third Wealth Advisors LLC | 1,222 | $309.6K | 0.02% | +8+0.7% | Added |
| Insight Wealth Partners, LLC | 1,223 | $309.8K | 0.19% | +55+4.7% | Added |
| Hamilton Capital Partners Inc. | 1,266 | $320.7K | 0.03% | 00.0% | Unchanged |
| Net Worth Advisory Group | 1,291 | $327.1K | 0.10% | +1,291 | New |
| Schonfeld Strategic Advisors LLC | 1,328 | $336.4K | 0.00% | +1,328 | New |
| Shell Asset Management Co | 1,339 | $339.0K | 0.01% | +1,339 | New |
| Inceptionr LLC | 1,342 | $340.0K | 0.08% | +1,342 | New |
| Sterling Capital Management LLC | 1,368 | $346.6K | 0.00% | +1,368 | New |
| Renaissance Technologies LLC | 1,400 | $354.7K | 0.00% | −10,600−88.3% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,400 | $354.7K | 0.15% | 00.0% | Unchanged |
| Shelton Capital Management | 1,401 | $354.9K | 0.01% | −46−3.2% | Reduced |
| Kendall Capital Management | 1,415 | $358.5K | 0.11% | −1,040−42.4% | Reduced |
| Parallel Advisors, LLC | 1,423 | $360.6K | 0.01% | −7−0.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,475 | $373.7K | 0.05% | −630−29.9% | Reduced |
| Journey Strategic Wealth LLC | 1,496 | $379.0K | 0.01% | +2+0.1% | Added |
| Ronald Blue Trust, Inc. | 1,819 | $379.1K | 0.00% | +479+35.7% | Added |
| D. E. Shaw & Co., Inc. | 1,500 | $380.0K | 0.00% | +1,500 | New |
| First Bank & Trust | 1,549 | $392.4K | 0.07% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,552 | $393.2K | 0.00% | +413+36.3% | Added |
| Chiron Investment Management, LLC | 1,557 | $394.4K | 0.14% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,566 | $396.7K | 0.00% | +1,566 | New |
| Manchester Capital Management LLC | 1,577 | $399.5K | 0.05% | +669+73.7% | Added |
| EP Wealth Advisors, LLC | 1,596 | $404.3K | 0.00% | +1,596 | New |
| Blair William & Co | 1,599 | $405.1K | 0.00% | −29−1.8% | Reduced |
| New Century Financial Group, LLC | 1,620 | $410.4K | 0.15% | −54−3.2% | Reduced |
| Intech Investment Management LLC | 1,663 | $421.3K | 0.00% | −3,910−70.2% | Reduced |
| CWM, LLC | 1,665 | $422.0K | 0.00% | +1,403+535.5% | Added |
| Jefferies Financial Group Inc. | 1,709 | $433.0K | 0.01% | +1,709 | New |
| Evercore Wealth Management, LLC | 1,720 | $435.7K | 0.01% | 00.0% | Unchanged |
| Aviva PLC | 1,769 | $448.2K | 0.00% | +1,769 | New |
| Greenleaf Trust | 1,794 | $454.5K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,803 | $456.8K | 0.02% | −1,171−39.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,805 | $457.3K | 0.01% | +793+78.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,810 | $459.0K | 0.00% | +340+23.1% | Added |
| Cetera Trust Company, N.A | 1,814 | $459.6K | 0.28% | 00.0% | Unchanged |
| Hardy Reed LLC | 1,854 | $469.7K | 0.04% | 00.0% | Unchanged |
| Utah Retirement Systems | 1,900 | $481.3K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,976 | $500.6K | 0.04% | −1,745−46.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,982 | $502.2K | 0.00% | +101+5.4% | Added |
| NewEdge Wealth, LLC | 1,998 | $506.2K | 0.01% | +74+3.8% | Added |
| MQS Management LLC | 2,008 | $508.7K | 0.28% | +2,008 | New |
| Bryn Mawr Trust Co | 2,020 | $511.7K | 0.01% | +2,020 | New |
| Maryland State Retirement & Pension System | 2,049 | $519.1K | 0.01% | −667−24.6% | Reduced |