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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 7,876 | $2.13M | 0.02% | +538+7.3% | Added |
| Federation des caisses Desjardins du Quebec | 8,339 | $2.11M | 0.01% | +2,699+47.9% | Added |
| Dana Investment Advisors, Inc. | 8,198 | $2.08M | 0.07% | −29−0.4% | Reduced |
| First Trust Advisors LP | 8,149 | $2.06M | 0.00% | −8,807−51.9% | Reduced |
| Bank of Montreal | 8,117 | $2.06M | 0.00% | −43,062−84.1% | Reduced |
| Amundi | 8,226 | $2.05M | 0.00% | +8,226 | New |
| QSV Equity Investors LLC | 7,999 | $2.03M | 1.90% | 00.0% | Unchanged |
| Deutsche Bank AG | 7,986 | $2.02M | 0.00% | −7,808−49.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,910 | $2.00M | 0.05% | +10.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,861 | $1.99M | 0.01% | +414+5.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,859 | $1.99M | 0.01% | +5+0.1% | Added |
| Caitlin John, LLC | 6,492 | $1.96M | 1.26% | −1,090−14.4% | Reduced |
| Wambolt & Associates, LLC | 7,754 | $1.95M | 0.53% | +20+0.3% | Added |
| Ameritas Investment Partners, Inc. | 7,314 | $1.85M | 0.06% | −223−3.0% | Reduced |
| New Mexico Educational Retirement Board | 7,300 | $1.85M | 0.06% | 00.0% | Unchanged |
| HSBC Holdings PLC | 7,269 | $1.84M | 0.00% | −3,184−30.5% | Reduced |
| Washington Trust Advisors, Inc. | 7,245 | $1.84M | 0.16% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 7,231 | $1.83M | 0.03% | −116−1.6% | Reduced |
| Nations Financial Group Inc, | 7,156 | $1.81M | 0.13% | +314+4.6% | Added |
| Fifth Third Bancorp | 7,151 | $1.81M | 0.01% | +7+0.1% | Added |
| Centiva Capital, LP | 7,092 | $1.80M | 0.08% | +7,092 | New |
| Campbell & CO Investment Adviser LLC | 7,089 | $1.80M | 0.13% | +7,089 | New |
| Valley National Advisers Inc | 6,844 | $1.73M | 0.31% | −5,626−45.1% | Reduced |
| James Investment Research Inc | 6,774 | $1.72M | 0.20% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 6,397 | $1.62M | 0.44% | +79+1.3% | Added |
| Radnor Capital Management, LLC | 6,280 | $1.59M | 0.24% | −20−0.3% | Reduced |
| Vestcor Inc | 6,268 | $1.59M | 0.05% | +995+18.9% | Added |
| BancorpSouth Bank | 6,007 | $1.52M | 0.10% | −22−0.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,786 | $1.47M | 0.16% | +5,786 | New |
| Northwestern Mutual Wealth Management Co | 5,773 | $1.46M | 0.00% | −179−3.0% | Reduced |
| Deltec Asset Management LLC | 5,760 | $1.46M | 0.29% | 00.0% | Unchanged |
| Consolidated Planning Corp | 5,737 | $1.45M | 0.22% | +3,453+151.2% | Added |
| Ausbil Investment Management Ltd | 5,629 | $1.43M | 0.49% | +1,573+38.8% | Added |
| Engineers Gate Manager LP | 5,596 | $1.42M | 0.03% | +3,299+143.6% | Added |
| Foster & Motley Inc | 5,501 | $1.39M | 0.09% | −963−14.9% | Reduced |
| HighTower Advisors, LLC | 5,377 | $1.37M | 0.00% | +547+11.3% | Added |
| First Hawaiian Bank | 5,394 | $1.37M | 0.04% | −805−13.0% | Reduced |
| Lecap Asset Management Ltd | 5,380 | $1.36M | 0.29% | +644+13.6% | Added |
| Hanlon Investment Management, Inc. | 5,342 | $1.35M | 0.38% | +2,990+127.1% | Added |
| Allspring Global Investments Holdings, LLC | 5,341 | $1.35M | 0.00% | −208−3.7% | Reduced |
| Pacer Advisors, Inc. | 5,187 | $1.31M | 0.00% | −1,513−22.6% | Reduced |
| Asset Management One Co.,Ltd. | 5,145 | $1.30M | 0.00% | −899−14.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,117 | $1.30M | 0.35% | −36−0.7% | Reduced |
| Summit Place Financial Advisors, LLC | 4,932 | $1.25M | 0.70% | −901−15.4% | Reduced |
| Angeles Wealth Management, LLC | 4,816 | $1.22M | 0.11% | +16+0.3% | Added |
| Mackenzie Financial Corp | 4,761 | $1.21M | 0.00% | +4,761 | New |
| Pictet Asset Management Holding SA | 4,701 | $1.19M | 0.00% | −140−2.9% | Reduced |
| CWM Advisors, LLC | 4,608 | $1.17M | 0.12% | +1,642+55.4% | Added |
| Freedom Day Solutions, LLC | 4,608 | $1.17M | 0.36% | +25+0.5% | Added |
| Buckhead Capital Management LLC | 4,547 | $1.15M | 0.36% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 4,450 | $1.13M | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,423 | $1.12M | 0.00% | +303+7.4% | Added |
| Bridges Investment Management Inc | 4,399 | $1.11M | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 4,438 | $1.11M | 0.02% | +779+21.3% | Added |
| Riverwater Partners LLC | 4,447 | $1.11M | 0.55% | −3,942−47.0% | Reduced |
| TownSquare Capital, LLC | 4,330 | $1.10M | 0.01% | +163+3.9% | Added |
| TD Private Client Wealth LLC | 4,319 | $1.09M | 0.03% | +111+2.6% | Added |
| Sanctuary Advisors, LLC | 3,485 | $1.09M | 0.01% | +493+16.5% | Added |
| MML Investors Services, LLC | 4,260 | $1.08M | 0.00% | +29+0.7% | Added |
| Ransom Advisory, Ltd | 4,200 | $1.06M | 0.50% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,152 | $1.05M | 0.01% | +4,152 | New |
| BNP Paribas | 4,066 | $1.03M | 0.04% | −99−2.4% | Reduced |
| Creative Planning | 4,043 | $1.02M | 0.00% | +329+8.9% | Added |
| Magnetar Financial LLC | 3,954 | $1.00M | 0.02% | +3,954 | New |
| Private Client Services, LLC | 3,951 | $1.00M | 0.54% | +3,951 | New |
| Xponance, Inc. | 3,945 | $999.4K | 0.01% | +28+0.7% | Added |
| Public Employees Retirement Association of Colorado | 3,882 | $983.0K | 0.00% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 3,860 | $977.9K | 0.12% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 3,737 | $946.7K | 0.08% | +3,737 | New |
| Cornerstone Investment Partners, LLC | 3,715 | $941.2K | 0.05% | −9,180−71.2% | Reduced |
| Walleye Capital LLC | 3,664 | $928.2K | 0.01% | −62,505−94.5% | Reduced |
| Commerce Bank | 3,622 | $917.6K | 0.01% | −220−5.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,537 | $896.1K | 0.00% | +816+30.0% | Added |
| Trivant Custom Portfolio Group, LLC | 3,459 | $876.3K | 0.51% | +128+3.8% | Added |
| Aviance Capital Partners, LLC | 3,415 | $865.2K | 0.11% | −610−15.2% | Reduced |
| Calamos Advisors LLC | 3,285 | $832.2K | 0.00% | +3,285 | New |
| O'Rourke & Company, Inc | 3,245 | $822.1K | 0.41% | +149+4.8% | Added |
| Miller Howard Investments Inc | 3,173 | $803.8K | 0.02% | −564−15.1% | Reduced |
| Crossmark Global Holdings, Inc. | 3,172 | $803.0K | 0.01% | +722+29.5% | Added |
| HGK Asset Management Inc | 3,075 | $779.0K | 0.14% | −653−17.5% | Reduced |
| Federated Hermes, Inc. | 3,060 | $775.2K | 0.00% | +24+0.8% | Added |
| Dynamic Advisor Solutions LLC | 3,048 | $772.1K | 0.02% | −550−15.3% | Reduced |
| Swedbank AB | 3,000 | $760.0K | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 2,811 | $712.0K | 0.05% | −5,133−64.6% | Reduced |
| Coldstream Capital Management Inc | 2,799 | $710.7K | 0.02% | +8+0.3% | Added |
| Pitcairn Co | 2,797 | $708.6K | 0.04% | −449−13.8% | Reduced |
| Illinois Municipal Retirement Fund | 2,791 | $707.1K | 0.01% | +2,791 | New |
| Securian Asset Management, Inc | 2,752 | $697.2K | 0.02% | −100−3.5% | Reduced |
| Zions Bancorporation, N.A. | 2,751 | $696.9K | 0.05% | +551+25.0% | Added |
| Quadrature Capital Ltd | 2,740 | $694.3K | 0.02% | +2,740 | New |
| Janney Montgomery Scott LLC | 2,730 | $692.0K | 0.00% | −189−6.5% | Reduced |
| International Assets Investment Management, LLC | 171,880 | $678.0K | 0.00% | +171,880 | New |
| Keybank National Association | 2,645 | $670.1K | 0.00% | −1,500−36.2% | Reduced |
| Vident Advisory, LLC | 2,576 | $652.7K | 0.02% | +21+0.8% | Added |
| Intrust Bank NA | 2,554 | $647.0K | 0.06% | +111+4.5% | Added |
| Commonwealth Equity Services, LLC | 2,549 | $646.0K | 0.00% | +882+52.9% | Added |
| Moody Aldrich Partners LLC | 2,508 | $635.4K | 0.12% | −30,120−92.3% | Reduced |
| Proequities, Inc. | 2,474 | $626.8K | 0.04% | +630+34.2% | Added |
| Petrus Trust Company, LTA | 2,451 | $620.9K | 0.06% | +2,451 | New |
| Absolute Capital Management, LLC | 2,420 | $613.1K | 0.36% | +2,420 | New |