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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 469 | $130.0K | 0.00% | +276+143.0% | Added |
| Skopos Labs, Inc. | 505 | $140.0K | 0.04% | +2+0.4% | Added |
| GeoWealth Management, LLC | 512 | $142.1K | 0.00% | +39+8.2% | Added |
| Twin Tree Management, LP | 579 | $160.5K | 0.00% | +546+1,654.5% | Added |
| Quadrant Capital Group LLC | 596 | $165.2K | 0.01% | −21−3.4% | Reduced |
| Gordian Capital Singapore Pte Ltd | 600 | $166.3K | 0.09% | +600 | New |
| GAMMA Investing LLC | 619 | $171.6K | 0.01% | +96+18.4% | Added |
| Harbor Capital Advisors, Inc. | 631 | $175.0K | 0.01% | −86−12.0% | Reduced |
| Private Trust Co NA | 660 | $182.9K | 0.02% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 690 | $191.3K | 0.03% | +120+21.1% | Added |
| Arlington Trust Co LLC | 699 | $193.8K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 712 | $197.5K | 0.01% | +79+12.5% | Added |
| Impact Partnership Wealth, LLC | 725 | $200.9K | 0.04% | −208−22.3% | Reduced |
| Brevan Howard Capital Management LP | 727 | $201.5K | 0.00% | +727 | New |
| R Squared Ltd | 730 | $202.3K | 0.20% | +730 | New |
| Elevated Capital Advisors, LLC | 738 | $204.6K | 0.06% | +738 | New |
| QRG Capital Management, Inc. | 740 | $205.1K | 0.00% | +740 | New |
| Joel Isaacson & Co., LLC | 752 | $208.6K | 0.01% | +752 | New |
| Retirement Guys Formula LLC | 753 | $208.7K | 0.11% | +753 | New |
| Vicus Capital | 759 | $210.3K | 0.02% | +759 | New |
| Norden Group LLC | 765 | $212.1K | 0.02% | +765 | New |
| National Bank of Canada | 778 | $215.7K | 0.00% | −167−17.7% | Reduced |
| Walleye Capital LLC | 780 | $216.2K | 0.00% | −2,884−78.7% | Reduced |
| HB Wealth Management, LLC | 788 | $218.4K | 0.00% | +788 | New |
| Axxcess Wealth Management, LLC | 794 | $220.1K | 0.01% | +794 | New |
| Whittier Trust Co | 797 | $220.9K | 0.00% | +797 | New |
| Ingalls & Snyder LLC | 797 | $221.0K | 0.01% | −175−18.0% | Reduced |
| Farringdon Capital, Ltd. | 799 | $221.5K | 0.09% | +799 | New |
| Planned Solutions, Inc. | 800 | $221.8K | 0.09% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 800 | $221.8K | 0.00% | +800 | New |
| Wetherby Asset Management Inc | 801 | $222.0K | 0.01% | −11−1.4% | Reduced |
| Rafferty Asset Management, LLC | 808 | $224.0K | 0.00% | −14−1.7% | Reduced |
| Aigen Investment Management, LP | 808 | $224.0K | 0.04% | +808 | New |
| Sherbrooke Park Advisers LLC | 813 | $225.4K | 0.07% | +813 | New |
| Oppenheimer & Co Inc | 833 | $230.9K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 846 | $234.5K | 0.01% | +846 | New |
| Investment House LLC | 850 | $235.6K | 0.01% | −100−10.5% | Reduced |
| Hurley Capital, LLC | 856 | $237.8K | 0.19% | +856 | New |
| Walleye Trading LLC | 862 | $238.9K | 0.00% | +753+690.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 864 | $239.5K | 0.01% | −13−1.5% | Reduced |
| Avantax Advisory Services, Inc. | 866 | $240.1K | 0.00% | +52+6.4% | Added |
| Petrus Trust Company, LTA | 870 | $241.2K | 0.02% | −1,581−64.5% | Reduced |
| Merit Financial Group, LLC | 874 | $242.3K | 0.00% | +874 | New |
| Profund Advisors LLC | 879 | $243.7K | 0.01% | −111−11.2% | Reduced |
| Gateway Investment Advisers LLC | 881 | $244.2K | 0.00% | 00.0% | Unchanged |
| NDVR, Inc. | 893 | $247.5K | 0.24% | +9+1.0% | Added |
| Atomi Financial Group, Inc. | 898 | $248.9K | 0.01% | +19+2.2% | Added |
| Camden Capital, LLC | 904 | $250.5K | 0.03% | +904 | New |
| Jones Financial Companies LLLP | 904 | $250.5K | 0.00% | −31−3.3% | Reduced |
| Moody National Bank Trust Division | 908 | $251.7K | 0.03% | −3−0.3% | Reduced |
| Hilltop Holdings Inc. | 919 | $254.7K | 0.02% | +34+3.8% | Added |
| Valeo Financial Advisors, LLC | 920 | $255.0K | 0.01% | −100−9.8% | Reduced |
| Forum Financial Management, LP | 922 | $255.6K | 0.00% | +922 | New |
| Savvy Advisors, Inc. | 929 | $257.6K | 0.03% | +929 | New |
| Belpointe Asset Management LLC | 1,052 | $258.5K | 0.02% | −16−1.5% | Reduced |
| Portside Wealth Group, LLC | 935 | $259.2K | 0.04% | −37−3.8% | Reduced |
| Everence Capital Management Inc | 940 | $261.0K | 0.02% | +940 | New |
| Wealthstream Advisors, Inc. | 945 | $261.9K | 0.05% | +1+0.1% | Added |
| Keyvantage Wealth, LLC | 956 | $264.9K | 0.19% | +956 | New |
| Stevens Capital Management LP | 956 | $265.0K | 0.11% | +956 | New |
| Park Avenue Securities LLC | 959 | $266.0K | 0.00% | +959 | New |
| Summit Financial, LLC | 962 | $266.7K | 0.01% | +962 | New |
| Wealthspire Advisors, LLC | 963 | $266.9K | 0.00% | +74+8.3% | Added |
| Crestline Management, LP | 970 | $268.9K | 0.01% | +970 | New |
| Teza Capital Management LLC | 974 | $270.0K | 0.04% | −13,807−93.4% | Reduced |
| Metis Global Partners, LLC | 985 | $273.0K | 0.01% | −126−11.3% | Reduced |
| Bleakley Financial Group, LLC | 995 | $275.8K | 0.01% | −40−3.9% | Reduced |
| Narus Financial Partners, LLC | 999 | $276.9K | 0.09% | 00.0% | Unchanged |
| Courier Capital LLC | 1,000 | $277.2K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,000 | $277.2K | 0.09% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 1,006 | $278.9K | 0.00% | +1,006 | New |
| Burns Matteson Capital Management, LLC | 1,008 | $279.4K | 0.16% | 00.0% | Unchanged |
| Axq Capital, LP | 1,019 | $282.5K | 0.13% | +138+15.7% | Added |
| Jefferies Financial Group Inc. | 1,023 | $283.6K | 0.00% | −686−40.1% | Reduced |
| Summit Trail Advisors, LLC | 1,053 | $291.9K | 0.01% | +49+4.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,059 | $293.5K | 0.04% | −3−0.3% | Reduced |
| Legacy Capital Group California, Inc. | 1,074 | $297.7K | 0.09% | +210+24.3% | Added |
| MGB Wealth Management, LLC | 1,078 | $298.9K | 0.09% | +1,078 | New |
| Kendall Capital Management | 1,080 | $299.4K | 0.09% | −335−23.7% | Reduced |
| Savant Capital, LLC | 1,082 | $299.9K | 0.00% | +146+15.6% | Added |
| Ronald Blue Trust, Inc. | 1,100 | $304.9K | 0.00% | −719−39.5% | Reduced |
| Princeton Capital Management LLC | 1,100 | $304.9K | 0.09% | +1,100 | New |
| Fielder Capital Group LLC | 1,105 | $306.3K | 0.10% | +47+4.4% | Added |
| United Capital Financial Advisers, LLC | 1,120 | $310.5K | 0.00% | +2+0.2% | Added |
| GWM Advisors LLC | 1,148 | $318.5K | 0.00% | +837+269.1% | Added |
| Linden Thomas Advisory Services, LLC | 1,150 | $318.8K | 0.04% | −18−1.5% | Reduced |
| TD Private Client Wealth LLC | 1,154 | $319.9K | 0.01% | −3,165−73.3% | Reduced |
| XTX Topco Ltd | 1,157 | $320.7K | 0.03% | −819−41.4% | Reduced |
| CIBC Asset Management Inc | 1,173 | $325.1K | 0.00% | +57+5.1% | Added |
| Ci Investments Inc. | 1,188 | $329.0K | 0.00% | +152+14.7% | Added |
| Anb Bank | 1,191 | $330.1K | 0.14% | +1,191 | New |
| Ritholtz Wealth Management | 1,200 | $332.8K | 0.01% | −13−1.1% | Reduced |
| Martingale Asset Management L P | 1,208 | $334.8K | 0.01% | +1,208 | New |
| Fifth Third Wealth Advisors LLC | 1,222 | $338.7K | 0.02% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 1,223 | $339.0K | 0.21% | 00.0% | Unchanged |
| Trust Point Inc. | 1,255 | $347.9K | 0.02% | +355+39.4% | Added |
| Bond & Devick Financial Network, Inc. | 1,400 | $354.7K | 0.15% | 00.0% | Unchanged |
| Net Worth Advisory Group | 1,289 | $357.3K | 0.11% | −2−0.2% | Reduced |
| Oxford Asset Management LLP | 1,304 | $361.5K | 0.16% | +1,304 | New |
| Hamilton Capital Partners Inc. | 1,307 | $362.3K | 0.03% | +41+3.2% | Added |