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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 833 | $211.0K | 0.00% | −796−48.9% | Reduced |
| Rafferty Asset Management, LLC | 822 | $208.2K | 0.00% | +822 | New |
| Avantax Advisory Services, Inc. | 814 | $206.3K | 0.00% | +814 | New |
| Wetherby Asset Management Inc | 812 | $205.7K | 0.01% | +812 | New |
| Benjamin Edwards Inc | 801 | $202.9K | 0.00% | +801 | New |
| Bayesian Capital Management, LP | 800 | $202.7K | 0.02% | +800 | New |
| Planned Solutions, Inc. | 800 | $202.7K | 0.08% | +800 | New |
| Harbor Capital Advisors, Inc. | 717 | $182.0K | 0.01% | −940−56.7% | Reduced |
| Arlington Trust Co LLC | 699 | $177.1K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 660 | $167.2K | 0.02% | +659+65,900.0% | Added |
| EverSource Wealth Advisors, LLC | 633 | $160.4K | 0.01% | −265−29.5% | Reduced |
| Quadrant Capital Group LLC | 617 | $156.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 581 | $147.2K | 0.02% | −487−45.6% | Reduced |
| Central Pacific Bank - Trust Division | 570 | $144.4K | 0.02% | −3,385−85.6% | Reduced |
| GAMMA Investing LLC | 523 | $132.5K | 0.01% | +153+41.4% | Added |
| Skopos Labs, Inc. | 503 | $127.4K | 0.04% | +503 | New |
| GeoWealth Management, LLC | 473 | $119.8K | 0.00% | +11+2.4% | Added |
| Jaffetilchin Investment Partners, LLC | 432 | $109.4K | 0.01% | +432 | New |
| Global Retirement Partners, LLC | 340 | $86.1K | 0.00% | −38−10.1% | Reduced |
| CIBC Private Wealth Group, LLC | 337 | $85.4K | 0.00% | −29−7.9% | Reduced |
| Core Alternative Capital | 315 | $79.8K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 313 | $79.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 311 | $78.7K | 0.00% | −27−8.0% | Reduced |
| Quarry LP | 306 | $77.5K | 0.02% | +306 | New |
| Harvest Fund Management Co., Ltd | 292 | $74.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 264 | $66.9K | 0.00% | +99+60.0% | Added |
| Allworth Financial LP | 241 | $61.1K | 0.00% | −12−4.7% | Reduced |
| Signaturefd, LLC | 234 | $59.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 220 | $55.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 202 | $51.2K | 0.00% | +73+56.6% | Added |
| Lindbrook Capital, LLC | 196 | $49.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 193 | $48.9K | 0.00% | +39+25.3% | Added |
| Assetmark, Inc | 183 | $46.4K | 0.00% | −5−2.7% | Reduced |
| Piscataqua Savings Bank | 180 | $45.6K | 0.04% | 00.0% | Unchanged |
| West Oak Capital, LLC | 175 | $44.3K | 0.01% | 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 |
| WealthCollab, LLC | 164 | $41.5K | 0.03% | 00.0% | Unchanged |
| LRI Investments, LLC | 138 | $41.3K | 0.00% | −12−8.0% | Reduced |
| IFP Advisors, Inc | 162 | $41.1K | 0.00% | −1−0.6% | Reduced |
| Key Financial Inc | 152 | $38.5K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 149 | $37.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 136 | $34.5K | 0.00% | +1+0.7% | Added |
| Versant Capital Management, Inc | 133 | $33.7K | 0.01% | +132+13,200.0% | Added |
| ORG Wealth Partners, LLC | 132 | $33.4K | 0.01% | +132 | New |
| True Wealth Design, LLC | 131 | $33.2K | 0.01% | +131 | New |
| Smartleaf Asset Management LLC | 128 | $32.5K | 0.00% | +24+23.1% | Added |
| Massmutual Trust Co FSB | 119 | $30.1K | 0.00% | +25+26.6% | Added |
| Quent Capital, LLC | 118 | $29.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 116 | $29.5K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 111 | $28.1K | 0.01% | +111 | New |
| Bell Investment Advisors, Inc | 110 | $27.9K | 0.01% | 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 |
| Planning Capital Management Corp | 107 | $27.1K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 108 | $27.0K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $25.3K | 0.00% | +100 | New |
| Venturi Wealth Management, LLC | 99 | $25.1K | 0.00% | +11+12.5% | Added |
| Smithfield Trust Co | 97 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 95 | $25.0K | 0.00% | +67+239.3% | Added |
| Covestor Ltd | 91 | $23.0K | 0.01% | +17+23.0% | Added |
| LGT Financial Advisors LLC | 79 | $20.0K | 0.05% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 75 | $19.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 69 | $17.5K | 0.00% | −99−58.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 66 | $16.8K | 0.00% | −24−26.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 62 | $15.7K | 0.00% | −36−36.7% | Reduced |
| Principal Securities, Inc. | 62 | $15.7K | 0.00% | −49−44.1% | Reduced |
| Eagle Bay Advisors LLC | 57 | $14.4K | 0.01% | −3−5.0% | Reduced |
| Tradewinds Capital Management, LLC | 55 | $13.9K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 55 | $13.9K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 49 | $12.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 45 | $11.4K | 0.00% | +45 | New |
| Global Financial Private Client, LLC | 44 | $11.1K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 43 | $10.8K | 0.00% | +43 | New |
| Mather Group, LLC. | 41 | $10.4K | 0.00% | −338−89.2% | Reduced |
| 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 |
| BFSG, LLC | 32 | $8.11K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $8.11K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 31 | $7.85K | 0.00% | +31 | New |
| Atlas Capital Advisors LLC | 31 | $7.85K | 0.00% | +19+158.3% | Added |
| JFS Wealth Advisors, LLC | 29 | $7.35K | 0.00% | +1+3.6% | Added |
| Continuum Advisory, LLC | 23 | $6.89K | 0.00% | +13+130.0% | Added |
| Gen-Wealth Partners Inc | 24 | $6.36K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 25 | $6.33K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 24 | $6.00K | 0.00% | +24 | New |
| Prestige Wealth Management Group LLC | 21 | $5.32K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $5.07K | 0.00% | −6−23.1% | Reduced |
| Frazier Financial Advisors, LLC | 19 | $4.81K | 0.00% | −8−29.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $4.81K | 0.00% | +19 | New |
| Farmers & Merchants Investments Inc | 16 | $4.05K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 16 | $4.05K | 0.00% | +16 | New |
| Moisand Fitzgerald Tamayo, LLC | 14 | $3.55K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 14 | $3.55K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $3.29K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 13 | $3.29K | 0.00% | +12+1,200.0% | Added |
| CoreCap Advisors, LLC | 13 | $3.29K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 11 | $2.79K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $2.53K | 0.00% | 00.0% | Unchanged |