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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 2,073 | $525.1K | 0.03% | −11−0.5% | Reduced |
| Jump Financial, LLC | 2,110 | $534.5K | 0.01% | +2,110 | New |
| Mount Yale Investment Advisors, LLC | 2,136 | $541.2K | 0.05% | −12−0.6% | Reduced |
| Diversify Wealth Management, LLC | 2,109 | $543.7K | 0.05% | −124−5.6% | Reduced |
| M&T Bank Corp | 2,147 | $543.9K | 0.00% | +149+7.5% | Added |
| SG Americas Securities, LLC | 2,224 | $563.0K | 0.00% | +2,224 | New |
| Envestnet Portfolio Solutions, Inc. | 2,288 | $579.6K | 0.00% | −12−0.5% | Reduced |
| Baird Financial Group, Inc. | 2,300 | $582.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,325 | $589.1K | 0.00% | +123+5.6% | Added |
| Yorktown Management & Research Co Inc | 2,375 | $601.7K | 0.62% | 00.0% | Unchanged |
| Winton Group Ltd | 2,377 | $602.2K | 0.04% | +2,377 | New |
| Argonautica Private Wealth Management, Inc | 2,382 | $603.5K | 0.20% | +10+0.4% | Added |
| Mercer Global Advisors Inc | 2,417 | $606.7K | 0.00% | +2,417 | New |
| nVerses Capital, LLC | 2,400 | $608.0K | 0.28% | +700+41.2% | Added |
| Absolute Capital Management, LLC | 2,420 | $613.1K | 0.36% | +2,420 | New |
| Petrus Trust Company, LTA | 2,451 | $620.9K | 0.06% | +2,451 | New |
| Proequities, Inc. | 2,474 | $626.8K | 0.04% | +630+34.2% | Added |
| Moody Aldrich Partners LLC | 2,508 | $635.4K | 0.12% | −30,120−92.3% | Reduced |
| Commonwealth Equity Services, LLC | 2,549 | $646.0K | 0.00% | +882+52.9% | Added |
| Intrust Bank NA | 2,554 | $647.0K | 0.06% | +111+4.5% | Added |
| Vident Advisory, LLC | 2,576 | $652.7K | 0.02% | +21+0.8% | Added |
| Keybank National Association | 2,645 | $670.1K | 0.00% | −1,500−36.2% | Reduced |
| International Assets Investment Management, LLC | 171,880 | $678.0K | 0.00% | +171,880 | New |
| Janney Montgomery Scott LLC | 2,730 | $692.0K | 0.00% | −189−6.5% | Reduced |
| Quadrature Capital Ltd | 2,740 | $694.3K | 0.02% | +2,740 | New |
| Zions Bancorporation, N.A. | 2,751 | $696.9K | 0.05% | +551+25.0% | Added |
| Securian Asset Management, Inc | 2,752 | $697.2K | 0.02% | −100−3.5% | Reduced |
| Illinois Municipal Retirement Fund | 2,791 | $707.1K | 0.01% | +2,791 | New |
| Pitcairn Co | 2,797 | $708.6K | 0.04% | −449−13.8% | Reduced |
| Coldstream Capital Management Inc | 2,799 | $710.7K | 0.02% | +8+0.3% | Added |
| Summit Global Investments | 2,811 | $712.0K | 0.05% | −5,133−64.6% | Reduced |
| Swedbank AB | 3,000 | $760.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3,048 | $772.1K | 0.02% | −550−15.3% | Reduced |
| Federated Hermes, Inc. | 3,060 | $775.2K | 0.00% | +24+0.8% | Added |
| HGK Asset Management Inc | 3,075 | $779.0K | 0.14% | −653−17.5% | Reduced |
| Crossmark Global Holdings, Inc. | 3,172 | $803.0K | 0.01% | +722+29.5% | Added |
| Miller Howard Investments Inc | 3,173 | $803.8K | 0.02% | −564−15.1% | Reduced |
| O'Rourke & Company, Inc | 3,245 | $822.1K | 0.41% | +149+4.8% | Added |
| Calamos Advisors LLC | 3,285 | $832.2K | 0.00% | +3,285 | New |
| Aviance Capital Partners, LLC | 3,415 | $865.2K | 0.11% | −610−15.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 3,459 | $876.3K | 0.51% | +128+3.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,537 | $896.1K | 0.00% | +816+30.0% | Added |
| Commerce Bank | 3,622 | $917.6K | 0.01% | −220−5.7% | Reduced |
| Walleye Capital LLC | 3,664 | $928.2K | 0.01% | −62,505−94.5% | Reduced |
| Cornerstone Investment Partners, LLC | 3,715 | $941.2K | 0.05% | −9,180−71.2% | Reduced |
| Seven Eight Capital, LP | 3,737 | $946.7K | 0.08% | +3,737 | New |
| Isthmus Partners, LLC | 3,860 | $977.9K | 0.12% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,882 | $983.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 3,945 | $999.4K | 0.01% | +28+0.7% | Added |
| Private Client Services, LLC | 3,951 | $1.00M | 0.54% | +3,951 | New |
| Magnetar Financial LLC | 3,954 | $1.00M | 0.02% | +3,954 | New |
| Creative Planning | 4,043 | $1.02M | 0.00% | +329+8.9% | Added |
| BNP Paribas | 4,066 | $1.03M | 0.04% | −99−2.4% | Reduced |
| Verition Fund Management LLC | 4,152 | $1.05M | 0.01% | +4,152 | New |
| Ransom Advisory, Ltd | 4,200 | $1.06M | 0.50% | 00.0% | Unchanged |
| MML Investors Services, LLC | 4,260 | $1.08M | 0.00% | +29+0.7% | Added |
| Sanctuary Advisors, LLC | 3,485 | $1.09M | 0.01% | +493+16.5% | Added |
| TD Private Client Wealth LLC | 4,319 | $1.09M | 0.03% | +111+2.6% | Added |
| TownSquare Capital, LLC | 4,330 | $1.10M | 0.01% | +163+3.9% | Added |
| Riverwater Partners LLC | 4,447 | $1.11M | 0.55% | −3,942−47.0% | Reduced |
| RSM US Wealth Management LLC | 4,438 | $1.11M | 0.02% | +779+21.3% | Added |
| Bridges Investment Management Inc | 4,399 | $1.11M | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,423 | $1.12M | 0.00% | +303+7.4% | Added |
| Sit Investment Associates Inc | 4,450 | $1.13M | 0.03% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 4,547 | $1.15M | 0.36% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 4,608 | $1.17M | 0.36% | +25+0.5% | Added |
| CWM Advisors, LLC | 4,608 | $1.17M | 0.12% | +1,642+55.4% | Added |
| Pictet Asset Management Holding SA | 4,701 | $1.19M | 0.00% | −140−2.9% | Reduced |
| Mackenzie Financial Corp | 4,761 | $1.21M | 0.00% | +4,761 | New |
| Angeles Wealth Management, LLC | 4,816 | $1.22M | 0.11% | +16+0.3% | Added |
| Summit Place Financial Advisors, LLC | 4,932 | $1.25M | 0.70% | −901−15.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,117 | $1.30M | 0.35% | −36−0.7% | Reduced |
| Asset Management One Co.,Ltd. | 5,145 | $1.30M | 0.00% | −899−14.9% | Reduced |
| Pacer Advisors, Inc. | 5,187 | $1.31M | 0.00% | −1,513−22.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,341 | $1.35M | 0.00% | −208−3.7% | Reduced |
| Hanlon Investment Management, Inc. | 5,342 | $1.35M | 0.38% | +2,990+127.1% | Added |
| Lecap Asset Management Ltd | 5,380 | $1.36M | 0.29% | +644+13.6% | Added |
| First Hawaiian Bank | 5,394 | $1.37M | 0.04% | −805−13.0% | Reduced |
| HighTower Advisors, LLC | 5,377 | $1.37M | 0.00% | +547+11.3% | Added |
| Foster & Motley Inc | 5,501 | $1.39M | 0.09% | −963−14.9% | Reduced |
| Engineers Gate Manager LP | 5,596 | $1.42M | 0.03% | +3,299+143.6% | Added |
| Ausbil Investment Management Ltd | 5,629 | $1.43M | 0.49% | +1,573+38.8% | Added |
| Consolidated Planning Corp | 5,737 | $1.45M | 0.22% | +3,453+151.2% | Added |
| Deltec Asset Management LLC | 5,760 | $1.46M | 0.29% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,773 | $1.46M | 0.00% | −179−3.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,786 | $1.47M | 0.16% | +5,786 | New |
| BancorpSouth Bank | 6,007 | $1.52M | 0.10% | −22−0.4% | Reduced |
| Vestcor Inc | 6,268 | $1.59M | 0.05% | +995+18.9% | Added |
| Radnor Capital Management, LLC | 6,280 | $1.59M | 0.24% | −20−0.3% | Reduced |
| DGS Capital Management, LLC | 6,397 | $1.62M | 0.44% | +79+1.3% | Added |
| James Investment Research Inc | 6,774 | $1.72M | 0.20% | 00.0% | Unchanged |
| Valley National Advisers Inc | 6,844 | $1.73M | 0.31% | −5,626−45.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,089 | $1.80M | 0.13% | +7,089 | New |
| Centiva Capital, LP | 7,092 | $1.80M | 0.08% | +7,092 | New |
| Fifth Third Bancorp | 7,151 | $1.81M | 0.01% | +7+0.1% | Added |
| Nations Financial Group Inc, | 7,156 | $1.81M | 0.13% | +314+4.6% | Added |
| Oregon Public Employees Retirement Fund | 7,231 | $1.83M | 0.03% | −116−1.6% | Reduced |
| Washington Trust Advisors, Inc. | 7,245 | $1.84M | 0.16% | 00.0% | Unchanged |
| HSBC Holdings PLC | 7,269 | $1.84M | 0.00% | −3,184−30.5% | Reduced |
| New Mexico Educational Retirement Board | 7,300 | $1.85M | 0.06% | 00.0% | Unchanged |