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 |
|---|---|---|---|---|---|
| nVerses Capital, LLC | 2,400 | $608.0K | 0.28% | +700+41.2% | Added |
| Mercer Global Advisors Inc | 2,417 | $606.7K | 0.00% | +2,417 | New |
| Argonautica Private Wealth Management, Inc | 2,382 | $603.5K | 0.20% | +10+0.4% | Added |
| Winton Group Ltd | 2,377 | $602.2K | 0.04% | +2,377 | New |
| Yorktown Management & Research Co Inc | 2,375 | $601.7K | 0.62% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,325 | $589.1K | 0.00% | +123+5.6% | Added |
| Baird Financial Group, Inc. | 2,300 | $582.7K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 2,288 | $579.6K | 0.00% | −12−0.5% | Reduced |
| SG Americas Securities, LLC | 2,224 | $563.0K | 0.00% | +2,224 | New |
| M&T Bank Corp | 2,147 | $543.9K | 0.00% | +149+7.5% | Added |
| Diversify Wealth Management, LLC | 2,109 | $543.7K | 0.05% | −124−5.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,136 | $541.2K | 0.05% | −12−0.6% | Reduced |
| Jump Financial, LLC | 2,110 | $534.5K | 0.01% | +2,110 | New |
| Flagship Harbor Advisors, LLC | 2,073 | $525.1K | 0.03% | −11−0.5% | Reduced |
| Maryland State Retirement & Pension System | 2,049 | $519.1K | 0.01% | −667−24.6% | Reduced |
| Bryn Mawr Trust Co | 2,020 | $511.7K | 0.01% | +2,020 | New |
| MQS Management LLC | 2,008 | $508.7K | 0.28% | +2,008 | New |
| NewEdge Wealth, LLC | 1,998 | $506.2K | 0.01% | +74+3.8% | Added |
| The PNC Financial Services Group, Inc. | 1,982 | $502.2K | 0.00% | +101+5.4% | Added |
| XTX Topco Ltd | 1,976 | $500.6K | 0.04% | −1,745−46.9% | Reduced |
| Utah Retirement Systems | 1,900 | $481.3K | 0.01% | 00.0% | Unchanged |
| Hardy Reed LLC | 1,854 | $469.7K | 0.04% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,814 | $459.6K | 0.28% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,810 | $459.0K | 0.00% | +340+23.1% | Added |
| Tower Research Capital LLC (TRC) | 1,805 | $457.3K | 0.01% | +793+78.4% | Added |
| Vestmark Advisory Solutions, Inc. | 1,803 | $456.8K | 0.02% | −1,171−39.4% | Reduced |
| Greenleaf Trust | 1,794 | $454.5K | 0.00% | 00.0% | Unchanged |
| Aviva PLC | 1,769 | $448.2K | 0.00% | +1,769 | New |
| Evercore Wealth Management, LLC | 1,720 | $435.7K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,709 | $433.0K | 0.01% | +1,709 | New |
| CWM, LLC | 1,665 | $422.0K | 0.00% | +1,403+535.5% | Added |
| Intech Investment Management LLC | 1,663 | $421.3K | 0.00% | −3,910−70.2% | Reduced |
| New Century Financial Group, LLC | 1,620 | $410.4K | 0.15% | −54−3.2% | Reduced |
| Blair William & Co | 1,599 | $405.1K | 0.00% | −29−1.8% | Reduced |
| EP Wealth Advisors, LLC | 1,596 | $404.3K | 0.00% | +1,596 | New |
| Manchester Capital Management LLC | 1,577 | $399.5K | 0.05% | +669+73.7% | Added |
| Ieq Capital, LLC | 1,566 | $396.7K | 0.00% | +1,566 | New |
| Chiron Investment Management, LLC | 1,557 | $394.4K | 0.14% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,552 | $393.2K | 0.00% | +413+36.3% | Added |
| First Bank & Trust | 1,549 | $392.4K | 0.07% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,500 | $380.0K | 0.00% | +1,500 | New |
| Ronald Blue Trust, Inc. | 1,819 | $379.1K | 0.00% | +479+35.7% | Added |
| Journey Strategic Wealth LLC | 1,496 | $379.0K | 0.01% | +2+0.1% | Added |
| Pekin Hardy Strauss, Inc. | 1,475 | $373.7K | 0.05% | −630−29.9% | Reduced |
| Parallel Advisors, LLC | 1,423 | $360.6K | 0.01% | −7−0.5% | Reduced |
| Kendall Capital Management | 1,415 | $358.5K | 0.11% | −1,040−42.4% | Reduced |
| Shelton Capital Management | 1,401 | $354.9K | 0.01% | −46−3.2% | Reduced |
| 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 |
| Sterling Capital Management LLC | 1,368 | $346.6K | 0.00% | +1,368 | New |
| Inceptionr LLC | 1,342 | $340.0K | 0.08% | +1,342 | New |
| Shell Asset Management Co | 1,339 | $339.0K | 0.01% | +1,339 | New |
| Schonfeld Strategic Advisors LLC | 1,328 | $336.4K | 0.00% | +1,328 | New |
| Net Worth Advisory Group | 1,291 | $327.1K | 0.10% | +1,291 | New |
| Hamilton Capital Partners Inc. | 1,266 | $320.7K | 0.03% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 1,223 | $309.8K | 0.19% | +55+4.7% | Added |
| Fifth Third Wealth Advisors LLC | 1,222 | $309.6K | 0.02% | +8+0.7% | Added |
| Ritholtz Wealth Management | 1,213 | $307.4K | 0.01% | +131+12.1% | Added |
| Strategy Asset Managers LLC | 1,210 | $306.5K | 0.06% | +1,210 | New |
| Omers Administration Corp | 1,200 | $304.0K | 0.00% | +1,200 | New |
| Oak Thistle LLC | 1,178 | $298.4K | 0.10% | +1,178 | New |
| Linden Thomas Advisory Services, LLC | 1,168 | $295.9K | 0.04% | +75+6.9% | Added |
| B.O.S.S. Retirement Advisors, LLC | 1,144 | $290.1K | 0.06% | +1,144 | New |
| United Capital Financial Advisers, LLC | 1,118 | $283.2K | 0.00% | +1,118 | New |
| CIBC Asset Management Inc | 1,116 | $282.7K | 0.00% | +41+3.8% | Added |
| Metis Global Partners, LLC | 1,111 | $281.5K | 0.01% | −107−8.8% | Reduced |
| Belpointe Asset Management LLC | 1,068 | $270.6K | 0.02% | +1,068 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,062 | $269.1K | 0.04% | −158−13.0% | Reduced |
| Fielder Capital Group LLC | 1,058 | $268.0K | 0.09% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 1,035 | $262.2K | 0.01% | +27+2.7% | Added |
| Ci Investments Inc. | 1,036 | $262.0K | 0.00% | +94+10.0% | Added |
| Valeo Financial Advisors, LLC | 1,020 | $258.4K | 0.01% | −500−32.9% | Reduced |
| KBC Group NV | 1,018 | $258.0K | 0.00% | +104+11.4% | Added |
| Burns Matteson Capital Management, LLC | 1,008 | $255.4K | 0.14% | +16+1.6% | Added |
| Summit Trail Advisors, LLC | 1,004 | $254.4K | 0.01% | +1,004 | New |
| 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 |
| Narus Financial Partners, LLC | 999 | $253.1K | 0.09% | 00.0% | Unchanged |
| Profund Advisors LLC | 990 | $250.8K | 0.01% | −3−0.3% | Reduced |
| Portside Wealth Group, LLC | 972 | $246.2K | 0.04% | +972 | New |
| Ingalls & Snyder LLC | 972 | $246.0K | 0.01% | +972 | New |
| Investment House LLC | 950 | $240.7K | 0.01% | +950 | New |
| National Bank of Canada | 945 | $239.4K | 0.00% | −80−7.8% | Reduced |
| Wealthstream Advisors, Inc. | 944 | $239.2K | 0.04% | +944 | New |
| Jones Financial Companies LLLP | 935 | $237.5K | 0.00% | +310+49.6% | Added |
| Savant Capital, LLC | 936 | $237.1K | 0.00% | +936 | New |
| Impact Partnership Wealth, LLC | 933 | $236.3K | 0.05% | −151−13.9% | Reduced |
| Citadel Advisors LLC | 927 | $234.8K | 0.00% | −379,218−99.8% | Reduced |
| Moody National Bank Trust Division | 911 | $230.8K | 0.02% | +911 | New |
| Quest Partners LLC | 900 | $228.0K | 0.02% | +900 | New |
| Trust Point Inc. | 900 | $228.0K | 0.02% | +900 | New |
| Wealthspire Advisors, LLC | 889 | $225.2K | 0.00% | +889 | New |
| NDVR, Inc. | 884 | $224.7K | 0.23% | +884 | New |
| Hilltop Holdings Inc. | 885 | $224.1K | 0.01% | +885 | New |
| Gateway Investment Advisers LLC | 881 | $223.2K | 0.00% | −582−39.8% | Reduced |
| Axq Capital, LP | 881 | $223.2K | 0.07% | +881 | New |
| Atomi Financial Group, Inc. | 879 | $222.7K | 0.01% | +879 | New |
| Meiji Yasuda Asset Management Co Ltd. | 877 | $222.2K | 0.01% | +877 | New |
| Legacy Capital Group California, Inc. | 864 | $218.9K | 0.07% | +864 | New |