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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 10,570 | $2.93M | 0.02% | +33+0.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,068 | $2.79M | 0.09% | +10,068 | New |
| Prescott Group Capital Management, L.L.C. | 9,940 | $2.76M | 0.37% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 9,813 | $2.72M | 0.01% | −5,818−37.2% | Reduced |
| Louisiana State Employees Retirement System | 9,800 | $2.72M | 0.05% | −100−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,716 | $2.69M | 0.02% | +9,650+14,621.2% | Added |
| Truist Financial Corp | 9,671 | $2.68M | 0.00% | +923+10.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,585 | $2.66M | 0.01% | +1,724+21.9% | Added |
| Campbell Newman Asset Management Inc | 9,551 | $2.65M | 0.21% | −52−0.5% | Reduced |
| Great Diamond Partners, LLC | 9,444 | $2.62M | 0.68% | −14−0.1% | Reduced |
| Handelsbanken Fonder AB | 9,337 | $2.59M | 0.01% | −1,700−15.4% | Reduced |
| Eagle Rock Investment Company, LLC | 9,263 | $2.57M | 0.43% | 00.0% | Unchanged |
| Vestcor Inc | 9,259 | $2.57M | 0.09% | +2,991+47.7% | Added |
| O'Shaughnessy Asset Management, LLC | 9,247 | $2.56M | 0.02% | +1,371+17.4% | Added |
| CI Private Wealth, LLC | 8,981 | $2.49M | 0.00% | +58+0.7% | Added |
| Quadrature Capital Ltd | 8,963 | $2.49M | 0.05% | +6,223+227.1% | Added |
| Advisors Asset Management, Inc. | 8,709 | $2.41M | 0.04% | −4,410−33.6% | Reduced |
| Atria Investments LLC | 8,709 | $2.41M | 0.03% | −121−1.4% | Reduced |
| JustInvest LLC | 8,662 | $2.40M | 0.04% | +222+2.6% | Added |
| Shilanski & Associates, Inc. | 8,457 | $2.34M | 0.75% | −297−3.4% | Reduced |
| Consolidated Planning Corp | 8,434 | $2.34M | 0.32% | +2,697+47.0% | Added |
| State of Michigan Retirement System | 8,405 | $2.33M | 0.01% | −100−1.2% | Reduced |
| Bank of Montreal | 8,253 | $2.29M | 0.00% | +136+1.7% | Added |
| Sargent Investment Group, LLC | 8,549 | $2.23M | 0.36% | +8,549 | New |
| Pacer Advisors, Inc. | 8,019 | $2.22M | 0.00% | +2,832+54.6% | Added |
| Axiom Investors LLC | 8,009 | $2.22M | 0.02% | +8,009 | New |
| QSV Equity Investors LLC | 8,001 | $2.22M | 2.13% | +20.0% | Added |
| Interval Partners, LP | 7,963 | $2.21M | 0.06% | +7,963 | New |
| Lecap Asset Management Ltd | 7,920 | $2.20M | 0.60% | +2,540+47.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,868 | $2.18M | 0.05% | −42−0.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,819 | $2.17M | 0.01% | −40−0.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,784 | $2.16M | 0.01% | −555−6.7% | Reduced |
| KLP Kapitalforvaltning AS | 7,400 | $2.05M | 0.01% | +7,400 | New |
| Nations Financial Group Inc, | 7,331 | $2.03M | 0.15% | +175+2.4% | Added |
| New Mexico Educational Retirement Board | 7,300 | $2.02M | 0.07% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 7,284 | $2.02M | 0.01% | +7,064+3,210.9% | Added |
| Washington Trust Advisors, Inc. | 7,245 | $2.01M | 0.17% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 7,231 | $2.00M | 0.04% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 7,137 | $1.98M | 0.07% | −1,061−12.9% | Reduced |
| Ameritas Investment Partners, Inc. | 7,091 | $1.97M | 0.06% | −223−3.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7,088 | $1.96M | 0.13% | +7,088 | New |
| New Age Alpha Advisors, LLC | 7,019 | $1.95M | 0.08% | +7,019 | New |
| Fifth Third Bancorp | 6,974 | $1.93M | 0.01% | −177−2.5% | Reduced |
| HighTower Advisors, LLC | 6,857 | $1.90M | 0.00% | +1,480+27.5% | Added |
| Schonfeld Strategic Advisors LLC | 6,826 | $1.89M | 0.01% | +5,498+414.0% | Added |
| James Investment Research Inc | 6,773 | $1.88M | 0.22% | −10.0% | Reduced |
| Caitlin John, LLC | 6,696 | $1.86M | 1.26% | +204+3.1% | Added |
| Sequoia Financial Advisors, LLC | 6,429 | $1.78M | 0.02% | +6,429 | New |
| DGS Capital Management, LLC | 6,350 | $1.76M | 0.44% | −47−0.7% | Reduced |
| Radnor Capital Management, LLC | 6,265 | $1.74M | 0.29% | −15−0.2% | Reduced |
| Wambolt & Associates, LLC | 6,241 | $1.73M | 0.55% | −1,513−19.5% | Reduced |
| Valley National Advisers Inc | 6,154 | $1.71M | 0.31% | −690−10.1% | Reduced |
| Captrust Financial Advisors | 6,061 | $1.68M | 0.00% | +1,638+37.0% | Added |
| Allspring Global Investments Holdings, LLC | 6,062 | $1.67M | 0.00% | +721+13.5% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 6,035 | $1.67M | 1.03% | +6,035 | New |
| BancorpSouth Bank | 5,963 | $1.65M | 0.11% | −44−0.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,879 | $1.63M | 0.00% | +2,342+66.2% | Added |
| Dynamic Technology Lab Private Ltd | 5,791 | $1.60M | 0.26% | +5+0.1% | Added |
| Natixis | 5,754 | $1.59M | 0.01% | +5,754 | New |
| HSBC Holdings PLC | 5,660 | $1.58M | 0.00% | −1,609−22.1% | Reduced |
| Croban | 5,644 | $1.56M | 1.54% | +5,644 | New |
| Campbell & CO Investment Adviser LLC | 5,609 | $1.55M | 0.12% | −1,480−20.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,484 | $1.52M | 0.00% | −289−5.0% | Reduced |
| Pictet Asset Management Holding SA | 5,480 | $1.52M | 0.00% | +779+16.6% | Added |
| Hager Investment Management Services, LLC | 5,470 | $1.52M | 0.95% | +5,470 | New |
| Hanlon Investment Management, Inc. | 5,395 | $1.50M | 0.41% | +53+1.0% | Added |
| First Hawaiian Bank | 5,394 | $1.50M | 0.05% | 00.0% | Unchanged |
| Private Client Services, LLC | 5,241 | $1.45M | 0.78% | +1,290+32.6% | Added |
| Bridges Investment Management Inc | 5,203 | $1.44M | 0.02% | +804+18.3% | Added |
| Summit Place Financial Advisors, LLC | 4,933 | $1.37M | 0.78% | +10.0% | Added |
| Entropy Technologies, LP | 4,900 | $1.36M | 0.14% | +4,900 | New |
| Vident Advisory, LLC | 4,858 | $1.35M | 0.02% | +2,282+88.6% | Added |
| MML Investors Services, LLC | 4,850 | $1.34M | 0.00% | +590+13.8% | Added |
| Angeles Wealth Management, LLC | 4,816 | $1.33M | 0.11% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 4,791 | $1.33M | 0.40% | +183+4.0% | Added |
| Nomura Holdings Inc | 4,698 | $1.30M | 0.01% | +4,698 | New |
| Legacy Wealth Asset Management, LLC | 4,691 | $1.30M | 0.35% | −426−8.3% | Reduced |
| Sit Investment Associates Inc | 4,450 | $1.23M | 0.03% | 00.0% | Unchanged |
| BNP Paribas | 4,415 | $1.22M | 0.05% | +349+8.6% | Added |
| We Are One Seven, LLC | 4,414 | $1.22M | 0.05% | +4,414 | New |
| Buckhead Capital Management LLC | 4,407 | $1.22M | 0.39% | −140−3.1% | Reduced |
| Creative Planning | 4,328 | $1.20M | 0.00% | +285+7.0% | Added |
| Foster & Motley Inc | 4,296 | $1.19M | 0.08% | −1,205−21.9% | Reduced |
| Ausbil Investment Management Ltd | 4,271 | $1.19M | 0.71% | −1,358−24.1% | Reduced |
| CWM Advisors, LLC | 4,257 | $1.18M | 0.13% | −351−7.6% | Reduced |
| Zions Bancorporation, N.A. | 4,190 | $1.16M | 0.07% | +1,439+52.3% | Added |
| Xponance, Inc. | 4,143 | $1.15M | 0.01% | +198+5.0% | Added |
| TownSquare Capital, LLC | 4,142 | $1.15M | 0.01% | −188−4.3% | Reduced |
| Asset Management One Co.,Ltd. | 4,041 | $1.12M | 0.00% | −1,104−21.5% | Reduced |
| State of Alaska, Department of Revenue | 4,037 | $1.12M | 0.01% | −31,403−88.6% | Reduced |
| Public Employees Retirement Association of Colorado | 3,882 | $1.08M | 0.00% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 3,860 | $1.07M | 0.13% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 3,690 | $1.07M | 0.01% | +205+5.9% | Added |
| Cornerstone Investment Partners, LLC | 3,819 | $1.06M | 0.05% | +104+2.8% | Added |
| Nisa Investment Advisors, LLC | 3,785 | $1.05M | 0.00% | −5,635−59.8% | Reduced |
| Ethic Inc. | 3,603 | $998.7K | 0.02% | +3,603 | New |
| TLWM | 3,572 | $990.1K | 0.19% | +3,572 | New |
| Aster Capital Management (DIFC) Ltd | 3,546 | $982.9K | 0.38% | +3,546 | New |
| Janney Montgomery Scott LLC | 3,453 | $957.0K | 0.00% | +723+26.5% | Added |
| Ransom Advisory, Ltd | 3,450 | $956.3K | 0.44% | −750−17.9% | Reduced |