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, Q4 2024
Institutional positions in Evercore Inc. as of Dec 31, 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
- 584
- +78 vs. Q3 2024
- Shares held
- 33.3M
- +207.4K (+0.6%) vs. Q3 2024
- Total value
- $9.23B
- +$881.9M (+10.6%) vs. Q3 2024
- New holders
- 114
- 191 more added
- Sold out
- 36
- 199 more reduced
8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 1 | $277 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $277 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $278 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 1 | $278 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 2 | $554 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $554 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2 | $554 | 0.00% | +2 | New |
| New Millennium Group LLC | 2 | $554 | 0.00% | +2 | New |
| Capital A Wealth Management, LLC | 2 | $554 | 0.00% | +2 | New |
| Crewe Advisors LLC | 2 | $555 | 0.00% | +1+100.0% | Added |
| HHM Wealth Advisors, LLC | 2 | $555 | 0.00% | +2 | New |
| Bruce G. Allen Investments, LLC | 3 | $832 | 0.00% | −4−57.1% | Reduced |
| Sachetta, LLC | 4 | $1.11K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 5 | $1.39K | 0.00% | +5 | New |
| Concord Wealth Partners | 7 | $1.94K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 7 | $1.94K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $2.22K | 0.00% | +1+14.3% | Added |
| Quest 10 Wealth Builders, Inc. | 8 | $2.22K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 9 | $2.50K | 0.00% | −4−30.8% | Reduced |
| Sound Income Strategies, LLC | 10 | $2.77K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $2.77K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 12 | $3.33K | 0.00% | −19−61.3% | Reduced |
| Bogart Wealth, LLC | 12 | $3.33K | 0.00% | +12 | New |
| Bellevue Asset Management, LLC | 14 | $3.88K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 14 | $3.88K | 0.00% | −2−12.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 14 | $3.88K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $4.16K | 0.00% | −5−25.0% | Reduced |
| Farmers & Merchants Investments Inc | 16 | $4.43K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 17 | $4.71K | 0.00% | +9+112.5% | Added |
| SRS Capital Advisors, Inc. | 20 | $5.54K | 0.00% | +7+53.8% | Added |
| Prestige Wealth Management Group LLC | 21 | $5.82K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $6.10K | 0.00% | −40−64.5% | Reduced |
| Continuum Advisory, LLC | 23 | $6.38K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 24 | $6.65K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $8.04K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 31 | $8.59K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 31 | $8.59K | 0.00% | +31 | New |
| BFSG, LLC | 32 | $8.87K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $8.87K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 33 | $9.15K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 34 | $9.42K | 0.00% | −7−17.1% | Reduced |
| WPG Advisers, LLC | 34 | $9.42K | 0.01% | +34 | New |
| Whipplewood Advisors, LLC | 38 | $10.5K | 0.01% | +38 | New |
| Hemington Wealth Management | 42 | $11.0K | 0.00% | +18+75.0% | Added |
| Bartlett & Co. Wealth Management LLC | 40 | $11.1K | 0.00% | +40 | New |
| Darwin Advisors, LLC | 42 | $11.9K | 0.00% | −1−2.3% | Reduced |
| GHP Investment Advisors, Inc. | 45 | $12.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 46 | $12.8K | 0.00% | +33+253.8% | Added |
| Global Financial Private Client, LLC | 47 | $13.0K | 0.00% | +3+6.8% | Added |
| Covestor Ltd | 51 | $14.0K | 0.01% | −40−44.0% | Reduced |
| CVA Family Office, LLC | 55 | $15.2K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $15.2K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 57 | $15.8K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 69 | $19.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 75 | $20.8K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 79 | $21.9K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Co | 84 | $23.3K | 0.00% | +84 | New |
| Fedenia Advisers LLC | 84 | $23.3K | 0.01% | +84 | New |
| V-Square Quantitative Management LLC | 85 | $23.6K | 0.00% | +85 | New |
| Principal Securities, Inc. | 91 | $25.2K | 0.00% | +29+46.8% | Added |
| Contravisory Investment Management, Inc. | 93 | $25.8K | 0.01% | −16−14.7% | Reduced |
| Group One Trading, L.P. | 94 | $26.1K | 0.00% | +94 | New |
| Smithfield Trust Co | 97 | $27.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 110 | $30.5K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 111 | $30.8K | 0.00% | +111 | New |
| Rise Advisors, LLC | 117 | $32.3K | 0.02% | +1+0.9% | Added |
| Venturi Wealth Management, LLC | 122 | $33.8K | 0.00% | +23+23.2% | Added |
| Quent Capital, LLC | 129 | $35.8K | 0.00% | +11+9.3% | Added |
| WealthCollab, LLC | 133 | $36.9K | 0.02% | −31−18.9% | Reduced |
| Bessemer Group Inc | 133 | $37.0K | 0.00% | +38+40.0% | Added |
| LRI Investments, LLC | 138 | $38.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 139 | $38.5K | 0.00% | +3+2.2% | Added |
| Massmutual Trust Co FSB | 149 | $41.3K | 0.00% | +30+25.2% | Added |
| Key Financial Inc | 152 | $42.1K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 153 | $42.4K | 0.02% | +22+16.8% | Added |
| Kapitalo Investimentos Ltda | 159 | $44.1K | 0.03% | +159 | New |
| Quarry LP | 167 | $46.3K | 0.01% | −139−45.4% | Reduced |
| Richards, Merrill & Peterson, Inc. | 167 | $46.3K | 0.02% | +167 | New |
| IFP Advisors, Inc | 167 | $46.3K | 0.00% | +5+3.1% | Added |
| MCF Advisors LLC | 170 | $47.1K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 175 | $48.5K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 177 | $49.1K | 0.01% | +44+33.1% | Added |
| Assetmark, Inc | 179 | $49.6K | 0.00% | −4−2.2% | Reduced |
| Piscataqua Savings Bank | 180 | $49.9K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 196 | $54.3K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 199 | $55.2K | 0.01% | −701−77.9% | Reduced |
| Smartleaf Asset Management LLC | 211 | $58.6K | 0.01% | +83+64.8% | Added |
| Umb Bank N A | 227 | $62.9K | 0.00% | +25+12.4% | Added |
| Allworth Financial LP | 223 | $63.8K | 0.00% | −18−7.5% | Reduced |
| Parkside Financial Bank & Trust | 231 | $64.0K | 0.01% | −350−60.2% | Reduced |
| Signaturefd, LLC | 234 | $64.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 238 | $66.0K | 0.00% | −26−9.8% | Reduced |
| Fourth Dimension Wealth, LLC | 257 | $71.2K | 0.04% | +257 | New |
| Harvest Fund Management Co., Ltd | 281 | $78.0K | 0.00% | −11−3.8% | Reduced |
| CIBC Private Wealth Group, LLC | 312 | $85.6K | 0.00% | −25−7.4% | Reduced |
| First Horizon Advisors, Inc. | 313 | $86.8K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 315 | $87.3K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 398 | $110.4K | 0.00% | +58+17.1% | Added |
| Caitong International Asset Management Co., Ltd | 412 | $114.2K | 0.11% | +412 | New |
| Daiwa Securities Group Inc. | 460 | $128.0K | 0.00% | +460 | New |