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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 1,287 | $364.0K | 0.00% | +1,287 | New |
| Strategy Asset Managers LLC | 1,332 | $369.3K | 0.07% | +122+10.1% | Added |
| Shell Asset Management Co | 1,337 | $371.0K | 0.02% | −2−0.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,345 | $372.8K | 0.05% | −130−8.8% | Reduced |
| Shelton Capital Management | 1,345 | $372.8K | 0.01% | −56−4.0% | Reduced |
| Oak Thistle LLC | 1,366 | $378.6K | 0.11% | +188+16.0% | Added |
| New Century Financial Group, LLC | 1,400 | $388.8K | 0.17% | −220−13.6% | Reduced |
| Parallel Advisors, LLC | 1,428 | $396.0K | 0.01% | +5+0.4% | Added |
| Headlands Technologies LLC | 1,432 | $396.9K | 0.04% | +1,432 | New |
| Callan Family Office, LLC | 1,435 | $397.8K | 0.03% | +1,435 | New |
| KBC Group NV | 1,457 | $404.0K | 0.00% | +439+43.1% | Added |
| Journey Strategic Wealth LLC | 1,496 | $414.7K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,506 | $417.4K | 0.01% | −604−28.6% | Reduced |
| Weiss Asset Management LP | 1,523 | $422.2K | 0.01% | +1,523 | New |
| First Bank & Trust | 1,543 | $427.7K | 0.08% | −6−0.4% | Reduced |
| Qsemble Capital Management, LP | 1,544 | $428.0K | 0.06% | +1,544 | New |
| EP Wealth Advisors, LLC | 1,546 | $428.5K | 0.00% | −50−3.1% | Reduced |
| D. E. Shaw & Co., Inc. | 1,554 | $430.8K | 0.00% | +54+3.6% | Added |
| Chiron Investment Management, LLC | 1,557 | $431.6K | 0.14% | 00.0% | Unchanged |
| Pier Capital, LLC | 1,565 | $433.8K | 0.06% | −31,197−95.2% | Reduced |
| Manchester Capital Management LLC | 1,577 | $437.1K | 0.05% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,581 | $438.0K | 0.00% | +29+1.9% | Added |
| Blair William & Co | 1,598 | $443.0K | 0.00% | −1−0.1% | Reduced |
| Maxi Investments CY Ltd | 1,692 | $469.0K | 0.09% | +1,692 | New |
| Mutual Advisors, LLC | 1,687 | $471.2K | 0.01% | +1,687 | New |
| Cetera Trust Company, N.A | 1,720 | $476.8K | 0.31% | −94−5.2% | Reduced |
| Evercore Wealth Management, LLC | 1,720 | $476.8K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 1,737 | $481.5K | 0.08% | +737+73.7% | Added |
| Prelude Capital Management, LLC | 1,754 | $486.2K | 0.04% | +1,754 | New |
| Acadian Asset Management LLC | 1,778 | $492.0K | 0.00% | +1,778 | New |
| Greenleaf Trust | 1,785 | $494.8K | 0.00% | −9−0.5% | Reduced |
| Commerce Bank | 1,800 | $498.9K | 0.00% | −1,822−50.3% | Reduced |
| M&T Bank Corp | 1,806 | $500.6K | 0.00% | −341−15.9% | Reduced |
| Flagship Harbor Advisors, LLC | 1,818 | $503.9K | 0.03% | −255−12.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,821 | $504.7K | 0.04% | −315−14.7% | Reduced |
| NewEdge Wealth, LLC | 1,834 | $508.4K | 0.01% | −164−8.2% | Reduced |
| Hardy Reed LLC | 1,854 | $513.9K | 0.05% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,873 | $519.2K | 0.08% | +1,873 | New |
| Utah Retirement Systems | 1,900 | $526.7K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,901 | $526.9K | 0.01% | −119−5.9% | Reduced |
| Diversify Wealth Management, LLC | 2,043 | $537.1K | 0.04% | −66−3.1% | Reduced |
| Twinbeech Capital LP | 2,026 | $561.6K | 0.01% | +2,026 | New |
| Aviva PLC | 2,030 | $562.7K | 0.00% | +261+14.8% | Added |
| Maryland State Retirement & Pension System | 2,049 | $568.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,057 | $570.3K | 0.00% | +75+3.8% | Added |
| Sterling Capital Management LLC | 2,125 | $589.0K | 0.01% | +757+55.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,149 | $595.8K | 0.00% | −139−6.1% | Reduced |
| Baird Financial Group, Inc. | 2,203 | $610.6K | 0.00% | −97−4.2% | Reduced |
| Itau Unibanco Holding S.A. | 2,200 | $611.4K | 0.02% | +2,200 | New |
| Keybank National Association | 2,208 | $612.0K | 0.00% | −437−16.5% | Reduced |
| Magnetar Financial LLC | 2,214 | $613.7K | 0.01% | −1,740−44.0% | Reduced |
| Mercer Global Advisors Inc | 2,297 | $636.8K | 0.00% | −120−5.0% | Reduced |
| Argonautica Private Wealth Management, Inc | 2,360 | $654.2K | 0.21% | −22−0.9% | Reduced |
| Yorktown Management & Research Co Inc | 2,375 | $658.3K | 0.63% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,421 | $671.1K | 0.01% | +616+34.1% | Added |
| Advisor Group Holdings, Inc. | 2,472 | $685.3K | 0.00% | +147+6.3% | Added |
| First Trust Advisors LP | 2,480 | $687.5K | 0.00% | −5,669−69.6% | Reduced |
| Moody Aldrich Partners LLC | 2,497 | $692.1K | 0.13% | −11−0.4% | Reduced |
| Marshall Wace, LLP | 2,500 | $693.0K | 0.00% | +2,500 | New |
| Commonwealth Equity Services, LLC | 2,530 | $701.0K | 0.00% | −19−0.7% | Reduced |
| First National Bank of Hutchinson | 2,544 | $705.2K | 0.43% | +2,544 | New |
| Intrust Bank NA | 2,602 | $721.2K | 0.07% | +48+1.9% | Added |
| Harvest Investment Services, LLC | 2,645 | $733.0K | 0.18% | +2,645 | New |
| Securian Asset Management, Inc | 2,652 | $735.1K | 0.02% | −100−3.6% | Reduced |
| Aviance Capital Partners, LLC | 2,653 | $735.4K | 0.10% | −762−22.3% | Reduced |
| Proequities, Inc. | 2,569 | $735.5K | 0.04% | +95+3.8% | Added |
| RSM US Wealth Management LLC | 2,754 | $765.3K | 0.01% | −1,684−37.9% | Reduced |
| Coldstream Capital Management Inc | 2,779 | $770.3K | 0.02% | −20−0.7% | Reduced |
| Illinois Municipal Retirement Fund | 2,791 | $773.6K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 2,800 | $776.1K | 0.05% | +3+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,828 | $784.0K | 0.00% | +1,018+56.2% | Added |
| Crossmark Global Holdings, Inc. | 2,874 | $797.0K | 0.01% | −298−9.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,895 | $802.5K | 0.03% | +1,092+60.6% | Added |
| O'Rourke & Company, Inc | 2,914 | $807.7K | 0.40% | −331−10.2% | Reduced |
| Federated Hermes, Inc. | 2,927 | $811.3K | 0.00% | −133−4.3% | Reduced |
| Swedbank AB | 3,000 | $831.6K | 0.00% | 00.0% | Unchanged |
| Private Advisory Group LLC | 3,039 | $842.4K | 0.09% | +3,039 | New |
| CIBC World Markets Inc. | 3,096 | $858.0K | 0.00% | +3,096 | New |
| CWM, LLC | 3,129 | $867.0K | 0.00% | +1,464+87.9% | Added |
| Dynamic Advisor Solutions LLC | 3,142 | $870.9K | 0.04% | +94+3.1% | Added |
| HGK Asset Management Inc | 3,225 | $893.9K | 0.16% | +150+4.9% | Added |
| Calamos Advisors LLC | 3,285 | $910.6K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 3,380 | $936.9K | 0.21% | +2,038+151.9% | Added |
| Trivant Custom Portfolio Group, LLC | 3,433 | $951.6K | 0.56% | −26−0.8% | Reduced |
| Ransom Advisory, Ltd | 3,450 | $956.3K | 0.44% | −750−17.9% | Reduced |
| Janney Montgomery Scott LLC | 3,453 | $957.0K | 0.00% | +723+26.5% | Added |
| Aster Capital Management (DIFC) Ltd | 3,546 | $982.9K | 0.38% | +3,546 | New |
| TLWM | 3,572 | $990.1K | 0.19% | +3,572 | New |
| Ethic Inc. | 3,603 | $998.7K | 0.02% | +3,603 | New |
| Nisa Investment Advisors, LLC | 3,785 | $1.05M | 0.00% | −5,635−59.8% | Reduced |
| Cornerstone Investment Partners, LLC | 3,819 | $1.06M | 0.05% | +104+2.8% | Added |
| Sanctuary Advisors, LLC | 3,690 | $1.07M | 0.01% | +205+5.9% | Added |
| Isthmus Partners, LLC | 3,860 | $1.07M | 0.13% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,882 | $1.08M | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 4,037 | $1.12M | 0.01% | −31,403−88.6% | Reduced |
| Asset Management One Co.,Ltd. | 4,041 | $1.12M | 0.00% | −1,104−21.5% | Reduced |
| TownSquare Capital, LLC | 4,142 | $1.15M | 0.01% | −188−4.3% | Reduced |
| Xponance, Inc. | 4,143 | $1.15M | 0.01% | +198+5.0% | Added |
| Zions Bancorporation, N.A. | 4,190 | $1.16M | 0.07% | +1,439+52.3% | Added |
| CWM Advisors, LLC | 4,257 | $1.18M | 0.13% | −351−7.6% | Reduced |