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 |
|---|---|---|---|---|---|
| Ausbil Investment Management Ltd | 4,271 | $1.19M | 0.71% | −1,358−24.1% | Reduced |
| Foster & Motley Inc | 4,296 | $1.19M | 0.08% | −1,205−21.9% | Reduced |
| Creative Planning | 4,328 | $1.20M | 0.00% | +285+7.0% | Added |
| Buckhead Capital Management LLC | 4,407 | $1.22M | 0.39% | −140−3.1% | Reduced |
| We Are One Seven, LLC | 4,414 | $1.22M | 0.05% | +4,414 | New |
| BNP Paribas | 4,415 | $1.22M | 0.05% | +349+8.6% | Added |
| Sit Investment Associates Inc | 4,450 | $1.23M | 0.03% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 4,691 | $1.30M | 0.35% | −426−8.3% | Reduced |
| Nomura Holdings Inc | 4,698 | $1.30M | 0.01% | +4,698 | New |
| Freedom Day Solutions, LLC | 4,791 | $1.33M | 0.40% | +183+4.0% | Added |
| Angeles Wealth Management, LLC | 4,816 | $1.33M | 0.11% | 00.0% | Unchanged |
| MML Investors Services, LLC | 4,850 | $1.34M | 0.00% | +590+13.8% | Added |
| Vident Advisory, LLC | 4,858 | $1.35M | 0.02% | +2,282+88.6% | Added |
| Entropy Technologies, LP | 4,900 | $1.36M | 0.14% | +4,900 | New |
| Summit Place Financial Advisors, LLC | 4,933 | $1.37M | 0.78% | +10.0% | Added |
| Bridges Investment Management Inc | 5,203 | $1.44M | 0.02% | +804+18.3% | Added |
| Private Client Services, LLC | 5,241 | $1.45M | 0.78% | +1,290+32.6% | Added |
| First Hawaiian Bank | 5,394 | $1.50M | 0.05% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 5,395 | $1.50M | 0.41% | +53+1.0% | Added |
| Hager Investment Management Services, LLC | 5,470 | $1.52M | 0.95% | +5,470 | New |
| Pictet Asset Management Holding SA | 5,480 | $1.52M | 0.00% | +779+16.6% | Added |
| Northwestern Mutual Wealth Management Co | 5,484 | $1.52M | 0.00% | −289−5.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,609 | $1.55M | 0.12% | −1,480−20.9% | Reduced |
| Croban | 5,644 | $1.56M | 1.54% | +5,644 | New |
| HSBC Holdings PLC | 5,660 | $1.58M | 0.00% | −1,609−22.1% | Reduced |
| Natixis | 5,754 | $1.59M | 0.01% | +5,754 | New |
| Dynamic Technology Lab Private Ltd | 5,791 | $1.60M | 0.26% | +5+0.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,879 | $1.63M | 0.00% | +2,342+66.2% | Added |
| BancorpSouth Bank | 5,963 | $1.65M | 0.11% | −44−0.7% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 6,035 | $1.67M | 1.03% | +6,035 | New |
| Allspring Global Investments Holdings, LLC | 6,062 | $1.67M | 0.00% | +721+13.5% | Added |
| Captrust Financial Advisors | 6,061 | $1.68M | 0.00% | +1,638+37.0% | Added |
| Valley National Advisers Inc | 6,154 | $1.71M | 0.31% | −690−10.1% | Reduced |
| Wambolt & Associates, LLC | 6,241 | $1.73M | 0.55% | −1,513−19.5% | Reduced |
| Radnor Capital Management, LLC | 6,265 | $1.74M | 0.29% | −15−0.2% | Reduced |
| DGS Capital Management, LLC | 6,350 | $1.76M | 0.44% | −47−0.7% | Reduced |
| Sequoia Financial Advisors, LLC | 6,429 | $1.78M | 0.02% | +6,429 | New |
| Caitlin John, LLC | 6,696 | $1.86M | 1.26% | +204+3.1% | Added |
| James Investment Research Inc | 6,773 | $1.88M | 0.22% | −10.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,826 | $1.89M | 0.01% | +5,498+414.0% | Added |
| HighTower Advisors, LLC | 6,857 | $1.90M | 0.00% | +1,480+27.5% | Added |
| Fifth Third Bancorp | 6,974 | $1.93M | 0.01% | −177−2.5% | Reduced |
| New Age Alpha Advisors, LLC | 7,019 | $1.95M | 0.08% | +7,019 | New |
| Y-Intercept (Hong Kong) Ltd | 7,088 | $1.96M | 0.13% | +7,088 | New |
| Ameritas Investment Partners, Inc. | 7,091 | $1.97M | 0.06% | −223−3.0% | Reduced |
| Dana Investment Advisors, Inc. | 7,137 | $1.98M | 0.07% | −1,061−12.9% | Reduced |
| Oregon Public Employees Retirement Fund | 7,231 | $2.00M | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 7,245 | $2.01M | 0.17% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 7,284 | $2.02M | 0.01% | +7,064+3,210.9% | Added |
| New Mexico Educational Retirement Board | 7,300 | $2.02M | 0.07% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 7,331 | $2.03M | 0.15% | +175+2.4% | Added |
| KLP Kapitalforvaltning AS | 7,400 | $2.05M | 0.01% | +7,400 | New |
| Federation des caisses Desjardins du Quebec | 7,784 | $2.16M | 0.01% | −555−6.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,819 | $2.17M | 0.01% | −40−0.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,868 | $2.18M | 0.05% | −42−0.5% | Reduced |
| Lecap Asset Management Ltd | 7,920 | $2.20M | 0.60% | +2,540+47.2% | Added |
| Interval Partners, LP | 7,963 | $2.21M | 0.06% | +7,963 | New |
| QSV Equity Investors LLC | 8,001 | $2.22M | 2.13% | +20.0% | Added |
| Axiom Investors LLC | 8,009 | $2.22M | 0.02% | +8,009 | New |
| Pacer Advisors, Inc. | 8,019 | $2.22M | 0.00% | +2,832+54.6% | Added |
| Sargent Investment Group, LLC | 8,549 | $2.23M | 0.36% | +8,549 | New |
| Bank of Montreal | 8,253 | $2.29M | 0.00% | +136+1.7% | Added |
| State of Michigan Retirement System | 8,405 | $2.33M | 0.01% | −100−1.2% | Reduced |
| Consolidated Planning Corp | 8,434 | $2.34M | 0.32% | +2,697+47.0% | Added |
| Shilanski & Associates, Inc. | 8,457 | $2.34M | 0.75% | −297−3.4% | Reduced |
| JustInvest LLC | 8,662 | $2.40M | 0.04% | +222+2.6% | Added |
| Atria Investments LLC | 8,709 | $2.41M | 0.03% | −121−1.4% | Reduced |
| Advisors Asset Management, Inc. | 8,709 | $2.41M | 0.04% | −4,410−33.6% | Reduced |
| Quadrature Capital Ltd | 8,963 | $2.49M | 0.05% | +6,223+227.1% | Added |
| CI Private Wealth, LLC | 8,981 | $2.49M | 0.00% | +58+0.7% | Added |
| O'Shaughnessy Asset Management, LLC | 9,247 | $2.56M | 0.02% | +1,371+17.4% | Added |
| Vestcor Inc | 9,259 | $2.57M | 0.09% | +2,991+47.7% | Added |
| Eagle Rock Investment Company, LLC | 9,263 | $2.57M | 0.43% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 9,337 | $2.59M | 0.01% | −1,700−15.4% | Reduced |
| Great Diamond Partners, LLC | 9,444 | $2.62M | 0.68% | −14−0.1% | Reduced |
| Campbell Newman Asset Management Inc | 9,551 | $2.65M | 0.21% | −52−0.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,585 | $2.66M | 0.01% | +1,724+21.9% | Added |
| Truist Financial Corp | 9,671 | $2.68M | 0.00% | +923+10.6% | Added |
| Steward Partners Investment Advisory, LLC | 9,716 | $2.69M | 0.02% | +9,650+14,621.2% | Added |
| Louisiana State Employees Retirement System | 9,800 | $2.72M | 0.05% | −100−1.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 9,813 | $2.72M | 0.01% | −5,818−37.2% | Reduced |
| Prescott Group Capital Management, L.L.C. | 9,940 | $2.76M | 0.37% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 10,068 | $2.79M | 0.09% | +10,068 | New |
| Arizona State Retirement System | 10,570 | $2.93M | 0.02% | +33+0.3% | Added |
| Ieq Capital, LLC | 10,709 | $2.97M | 0.03% | +9,143+583.8% | Added |
| Essex Investment Management Co LLC | 10,721 | $2.97M | 0.53% | −1,686−13.6% | Reduced |
| Verition Fund Management LLC | 10,898 | $3.02M | 0.02% | +6,746+162.5% | Added |
| FJ Capital Management LLC | 10,928 | $3.03M | 0.35% | +10,928 | New |
| Denali Advisors LLC | 11,074 | $3.07M | 0.32% | +11,074 | New |
| Hancock Whitney Corp | 11,140 | $3.09M | 0.10% | −2,019−15.3% | Reduced |
| Rocky Mountain Advisers, LLC | 11,900 | $3.30M | 0.98% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 12,014 | $3.33M | 0.01% | −192−1.6% | Reduced |
| Brinker Capital Investments, LLC | 12,048 | $3.34M | 0.03% | +196+1.7% | Added |
| Orion Portfolio Solutions, LLC | 12,048 | $3.34M | 0.03% | +196+1.7% | Added |
| State of New Jersey Common Pension Fund D | 12,099 | $3.35M | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,304 | $3.41M | 0.01% | +1,643+15.4% | Added |
| US Bancorp | 12,789 | $3.54M | 0.00% | +1,821+16.6% | Added |
| South Dakota Investment Council | 12,822 | $3.55M | 0.07% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 12,850 | $3.56M | 0.08% | +250+2.0% | Added |
| Yousif Capital Management, LLC | 12,970 | $3.60M | 0.04% | −585−4.3% | Reduced |