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Evercore Inc.

EVR
Exchange
NYSE
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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.

Q4 2024 vs. Q3 2024

How the institutions holding Evercore Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of EVR: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders5148584+78
Shares33.3M241.9K33.3M+207.4K (+0.6%)
Value$8.41B$63.1M$9.23B+$881.9M (+10.6%)

8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (114)

Institutions that held Evercore Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 114 by value.

Institutions new to EVR in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc205,198$56.9M0.02%
Stephens Investment Management Group LLC202,642$56.2M0.75%
Artemis Investment Management LLP116,229$32.2M0.46%
Broad Bay Capital Management, LP86,000$23.8M3.85%
Kettle Hill Capital Management, LLC41,601$11.5M2.50%
Agf Management Ltd38,603$10.7M0.05%
Universal- Beteiligungs- und Servicegesellschaft mbH34,531$9.57M0.02%
Appleton Partners Inc31,424$8.71M0.64%
Edgestream Partners, L.P.27,730$7.69M0.33%
Lighthouse Investment Partners, LLC26,176$7.26M0.28%
Aquatic Capital Management LLC19,832$5.50M0.15%
Squarepoint Ops LLC18,713$5.19M0.01%
1832 Asset Management L.P.18,565$5.15M0.01%
Fred Alger Management, LLC18,090$5.01M0.02%
Mitchell Capital Management Co18,083$5.01M0.88%
Peregrine Investment Management Inc15,080$4.18M2.42%
Tribune Investment Group LP15,000$4.16M2.33%
Quantbot Technologies LP13,588$3.77M0.14%
Police & Firemen's Retirement System of New Jersey13,033$3.61M0.04%
Denali Advisors LLC11,074$3.07M0.32%
FJ Capital Management LLC10,928$3.03M0.35%
U.S. Capital Wealth Advisors, LLC10,068$2.79M0.09%
Sargent Investment Group, LLC8,549$2.23M0.36%
Axiom Investors LLC8,009$2.22M0.02%
Interval Partners, LP7,963$2.21M0.06%
KLP Kapitalforvaltning AS7,400$2.05M0.01%
Y-Intercept (Hong Kong) Ltd7,088$1.96M0.13%
New Age Alpha Advisors, LLC7,019$1.95M0.08%
Sequoia Financial Advisors, LLC6,429$1.78M0.02%
Central Asset Investments & Management Holdings (HK) Ltd6,035$1.67M1.03%
Natixis5,754$1.59M0.01%
Croban5,644$1.56M1.54%
Hager Investment Management Services, LLC5,470$1.52M0.95%
Entropy Technologies, LP4,900$1.36M0.14%
Nomura Holdings Inc4,698$1.30M0.01%
We Are One Seven, LLC4,414$1.22M0.05%
Ethic Inc.3,603$998.7K0.02%
TLWM3,572$990.1K0.19%
Aster Capital Management (DIFC) Ltd3,546$982.9K0.38%
CIBC World Markets Inc.3,096$858.0K0.00%
Private Advisory Group LLC3,039$842.4K0.09%
Harvest Investment Services, LLC2,645$733.0K0.18%
First National Bank of Hutchinson2,544$705.2K0.43%
Marshall Wace, LLP2,500$693.0K0.00%
Itau Unibanco Holding S.A.2,200$611.4K0.02%
Twinbeech Capital LP2,026$561.6K0.01%
Dark Forest Capital Management LP1,873$519.2K0.08%
Acadian Asset Management LLC1,778$492.0K0.00%
Prelude Capital Management, LLC1,754$486.2K0.04%
Mutual Advisors, LLC1,687$471.2K0.01%
Maxi Investments CY Ltd1,692$469.0K0.09%
Qsemble Capital Management, LP1,544$428.0K0.06%
Weiss Asset Management LP1,523$422.2K0.01%
Callan Family Office, LLC1,435$397.8K0.03%
Headlands Technologies LLC1,432$396.9K0.04%
Wiley Bros.-Aintree Capital, LLC1,287$364.0K0.00%
Oxford Asset Management LLP1,304$361.5K0.16%
Martingale Asset Management L P1,208$334.8K0.01%
Anb Bank1,191$330.1K0.14%
Princeton Capital Management LLC1,100$304.9K0.09%
MGB Wealth Management, LLC1,078$298.9K0.09%
Oppenheimer Asset Management Inc.1,006$278.9K0.00%
Crestline Management, LP970$268.9K0.01%
Summit Financial, LLC962$266.7K0.01%
Park Avenue Securities LLC959$266.0K0.00%
Stevens Capital Management LP956$265.0K0.11%
Keyvantage Wealth, LLC956$264.9K0.19%
Everence Capital Management Inc940$261.0K0.02%
Savvy Advisors, Inc.929$257.6K0.03%
Forum Financial Management, LP922$255.6K0.00%
Camden Capital, LLC904$250.5K0.03%
Merit Financial Group, LLC874$242.3K0.00%
Hurley Capital, LLC856$237.8K0.19%
Ellevest, Inc.846$234.5K0.01%
Sherbrooke Park Advisers LLC813$225.4K0.07%
Aigen Investment Management, LP808$224.0K0.04%
Miracle Mile Advisors, LLC800$221.8K0.00%
Farringdon Capital, Ltd.799$221.5K0.09%
Whittier Trust Co797$220.9K0.00%
Axxcess Wealth Management, LLC794$220.1K0.01%
HB Wealth Management, LLC788$218.4K0.00%
Norden Group LLC765$212.1K0.02%
Vicus Capital759$210.3K0.02%
Retirement Guys Formula LLC753$208.7K0.11%
Joel Isaacson & Co., LLC752$208.6K0.01%
QRG Capital Management, Inc.740$205.1K0.00%
Elevated Capital Advisors, LLC738$204.6K0.06%
R Squared Ltd730$202.3K0.20%
Brevan Howard Capital Management LP727$201.5K0.00%
Gordian Capital Singapore Pte Ltd600$166.3K0.09%
Daiwa Securities Group Inc.460$128.0K0.00%
Caitong International Asset Management Co., Ltd412$114.2K0.11%
Fourth Dimension Wealth, LLC257$71.2K0.04%
Richards, Merrill & Peterson, Inc.167$46.3K0.02%
Kapitalo Investimentos Ltda159$44.1K0.03%
MAI Capital Management111$30.8K0.00%
Group One Trading, L.P.94$26.1K0.00%
V-Square Quantitative Management LLC85$23.6K0.00%
Colonial Trust Co84$23.3K0.00%
Fedenia Advisers LLC84$23.3K0.01%

Sold out (36)

Institutions that held Evercore Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of EVR in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Vaughan Nelson Investment Management, L.P.155,535$39.4M
Holocene Advisors, LP86,520$21.9M
Grandeur Peak Global Advisors, LLC22,291$5.65M
Alyeska Investment Group, L.P.14,517$3.68M
Cinctive Capital Management LP12,035$3.05M
Susquehanna International Group, LLP10,299$2.61M
Caption Management, LLC8,751$2.22M
Deltec Asset Management LLC5,760$1.46M
Mackenzie Financial Corp4,761$1.21M
Riverwater Partners LLC4,447$1.11M
Seven Eight Capital, LP3,737$946.7K
Miller Howard Investments Inc3,173$803.8K
Summit Global Investments2,811$712.0K
International Assets Investment Management, LLC171,880$678.0K
Absolute Capital Management, LLC2,420$613.1K
nVerses Capital, LLC2,400$608.0K
Winton Group Ltd2,377$602.2K
SG Americas Securities, LLC2,224$563.0K
MQS Management LLC2,008$508.7K
Omers Administration Corp1,200$304.0K
B.O.S.S. Retirement Advisors, LLC1,144$290.1K
Benjamin Edwards Inc801$202.9K
Bayesian Capital Management, LP800$202.7K
Jaffetilchin Investment Partners, LLC432$109.4K
Creative Financial Designs Inc149$37.7K
ORG Wealth Partners, LLC132$33.4K
Capital Performance Advisors LLP111$28.1K
NBC Securities, Inc.108$27.0K
Danske Bank A/S100$25.3K
Financial Network Wealth Advisors LLC25$6.33K
Frazier Financial Advisors, LLC19$4.81K
Kayne Anderson Rudnick Investment Management LLC19$4.81K
Cullen/Frost Bankers, Inc.11$2.79K
AdvisorNet Financial, Inc9$2.28K
Claris Advisors, LLC3$760
Bokf, NA2$496

Not filed for Q4 2024 yet (8)

Institutions that held Evercore Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EVR in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Scout Investments, Inc.145,751$38.7M
Raymond James & Associates70,902$18.0M
B. Metzler seel. Sohn & Co. Holding AG14,696$3.72M
Raymond James Financial Services Advisors, Inc.10,197$2.58M
M&R Capital Management Inc170$43.1K
Planning Capital Management Corp107$27.1K
Carmichael Hill & Associates, Inc.49$12.4K
Northwest Investment Counselors, LLC33$8.36K