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 |
|---|---|---|---|---|---|
| Trivant Custom Portfolio Group, LLC | 3,433 | $951.6K | 0.56% | −26−0.8% | Reduced |
| Inceptionr LLC | 3,380 | $936.9K | 0.21% | +2,038+151.9% | Added |
| Calamos Advisors LLC | 3,285 | $910.6K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 3,225 | $893.9K | 0.16% | +150+4.9% | Added |
| Dynamic Advisor Solutions LLC | 3,142 | $870.9K | 0.04% | +94+3.1% | Added |
| CWM, LLC | 3,129 | $867.0K | 0.00% | +1,464+87.9% | Added |
| CIBC World Markets Inc. | 3,096 | $858.0K | 0.00% | +3,096 | New |
| Private Advisory Group LLC | 3,039 | $842.4K | 0.09% | +3,039 | New |
| Swedbank AB | 3,000 | $831.6K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,927 | $811.3K | 0.00% | −133−4.3% | Reduced |
| O'Rourke & Company, Inc | 2,914 | $807.7K | 0.40% | −331−10.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,895 | $802.5K | 0.03% | +1,092+60.6% | Added |
| Crossmark Global Holdings, Inc. | 2,874 | $797.0K | 0.01% | −298−9.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,828 | $784.0K | 0.00% | +1,018+56.2% | Added |
| Pitcairn Co | 2,800 | $776.1K | 0.05% | +3+0.1% | Added |
| Illinois Municipal Retirement Fund | 2,791 | $773.6K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,779 | $770.3K | 0.02% | −20−0.7% | Reduced |
| RSM US Wealth Management LLC | 2,754 | $765.3K | 0.01% | −1,684−37.9% | Reduced |
| Proequities, Inc. | 2,569 | $735.5K | 0.04% | +95+3.8% | Added |
| Aviance Capital Partners, LLC | 2,653 | $735.4K | 0.10% | −762−22.3% | Reduced |
| Securian Asset Management, Inc | 2,652 | $735.1K | 0.02% | −100−3.6% | Reduced |
| Harvest Investment Services, LLC | 2,645 | $733.0K | 0.18% | +2,645 | New |
| Intrust Bank NA | 2,602 | $721.2K | 0.07% | +48+1.9% | Added |
| First National Bank of Hutchinson | 2,544 | $705.2K | 0.43% | +2,544 | New |
| Commonwealth Equity Services, LLC | 2,530 | $701.0K | 0.00% | −19−0.7% | Reduced |
| Marshall Wace, LLP | 2,500 | $693.0K | 0.00% | +2,500 | New |
| Moody Aldrich Partners LLC | 2,497 | $692.1K | 0.13% | −11−0.4% | Reduced |
| First Trust Advisors LP | 2,480 | $687.5K | 0.00% | −5,669−69.6% | Reduced |
| Advisor Group Holdings, Inc. | 2,472 | $685.3K | 0.00% | +147+6.3% | Added |
| Tower Research Capital LLC (TRC) | 2,421 | $671.1K | 0.01% | +616+34.1% | Added |
| Yorktown Management & Research Co Inc | 2,375 | $658.3K | 0.63% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 2,360 | $654.2K | 0.21% | −22−0.9% | Reduced |
| Mercer Global Advisors Inc | 2,297 | $636.8K | 0.00% | −120−5.0% | Reduced |
| Magnetar Financial LLC | 2,214 | $613.7K | 0.01% | −1,740−44.0% | Reduced |
| Keybank National Association | 2,208 | $612.0K | 0.00% | −437−16.5% | Reduced |
| Itau Unibanco Holding S.A. | 2,200 | $611.4K | 0.02% | +2,200 | New |
| Baird Financial Group, Inc. | 2,203 | $610.6K | 0.00% | −97−4.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,149 | $595.8K | 0.00% | −139−6.1% | Reduced |
| Sterling Capital Management LLC | 2,125 | $589.0K | 0.01% | +757+55.3% | Added |
| The PNC Financial Services Group, Inc. | 2,057 | $570.3K | 0.00% | +75+3.8% | Added |
| Maryland State Retirement & Pension System | 2,049 | $568.0K | 0.01% | 00.0% | Unchanged |
| Aviva PLC | 2,030 | $562.7K | 0.00% | +261+14.8% | Added |
| Twinbeech Capital LP | 2,026 | $561.6K | 0.01% | +2,026 | New |
| Diversify Wealth Management, LLC | 2,043 | $537.1K | 0.04% | −66−3.1% | Reduced |
| Bryn Mawr Trust Co | 1,901 | $526.9K | 0.01% | −119−5.9% | Reduced |
| Utah Retirement Systems | 1,900 | $526.7K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,873 | $519.2K | 0.08% | +1,873 | New |
| Hardy Reed LLC | 1,854 | $513.9K | 0.05% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,834 | $508.4K | 0.01% | −164−8.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,821 | $504.7K | 0.04% | −315−14.7% | Reduced |
| Flagship Harbor Advisors, LLC | 1,818 | $503.9K | 0.03% | −255−12.3% | Reduced |
| M&T Bank Corp | 1,806 | $500.6K | 0.00% | −341−15.9% | Reduced |
| Commerce Bank | 1,800 | $498.9K | 0.00% | −1,822−50.3% | Reduced |
| Greenleaf Trust | 1,785 | $494.8K | 0.00% | −9−0.5% | Reduced |
| Acadian Asset Management LLC | 1,778 | $492.0K | 0.00% | +1,778 | New |
| Prelude Capital Management, LLC | 1,754 | $486.2K | 0.04% | +1,754 | New |
| Versor Investments LP | 1,737 | $481.5K | 0.08% | +737+73.7% | Added |
| 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 |
| Mutual Advisors, LLC | 1,687 | $471.2K | 0.01% | +1,687 | New |
| Maxi Investments CY Ltd | 1,692 | $469.0K | 0.09% | +1,692 | New |
| Blair William & Co | 1,598 | $443.0K | 0.00% | −1−0.1% | Reduced |
| Toronto Dominion Bank | 1,581 | $438.0K | 0.00% | +29+1.9% | Added |
| Manchester Capital Management LLC | 1,577 | $437.1K | 0.05% | 00.0% | Unchanged |
| Pier Capital, LLC | 1,565 | $433.8K | 0.06% | −31,197−95.2% | Reduced |
| Chiron Investment Management, LLC | 1,557 | $431.6K | 0.14% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,554 | $430.8K | 0.00% | +54+3.6% | Added |
| EP Wealth Advisors, LLC | 1,546 | $428.5K | 0.00% | −50−3.1% | Reduced |
| Qsemble Capital Management, LP | 1,544 | $428.0K | 0.06% | +1,544 | New |
| First Bank & Trust | 1,543 | $427.7K | 0.08% | −6−0.4% | Reduced |
| Weiss Asset Management LP | 1,523 | $422.2K | 0.01% | +1,523 | New |
| Jump Financial, LLC | 1,506 | $417.4K | 0.01% | −604−28.6% | Reduced |
| Journey Strategic Wealth LLC | 1,496 | $414.7K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 1,457 | $404.0K | 0.00% | +439+43.1% | Added |
| Callan Family Office, LLC | 1,435 | $397.8K | 0.03% | +1,435 | New |
| Headlands Technologies LLC | 1,432 | $396.9K | 0.04% | +1,432 | New |
| Parallel Advisors, LLC | 1,428 | $396.0K | 0.01% | +5+0.4% | Added |
| New Century Financial Group, LLC | 1,400 | $388.8K | 0.17% | −220−13.6% | Reduced |
| Oak Thistle LLC | 1,366 | $378.6K | 0.11% | +188+16.0% | Added |
| 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 |
| Shell Asset Management Co | 1,337 | $371.0K | 0.02% | −2−0.1% | Reduced |
| Strategy Asset Managers LLC | 1,332 | $369.3K | 0.07% | +122+10.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,287 | $364.0K | 0.00% | +1,287 | New |
| Hamilton Capital Partners Inc. | 1,307 | $362.3K | 0.03% | +41+3.2% | Added |
| Oxford Asset Management LLP | 1,304 | $361.5K | 0.16% | +1,304 | New |
| Net Worth Advisory Group | 1,289 | $357.3K | 0.11% | −2−0.2% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,400 | $354.7K | 0.15% | 00.0% | Unchanged |
| Trust Point Inc. | 1,255 | $347.9K | 0.02% | +355+39.4% | Added |
| Insight Wealth Partners, LLC | 1,223 | $339.0K | 0.21% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,222 | $338.7K | 0.02% | 00.0% | Unchanged |
| Martingale Asset Management L P | 1,208 | $334.8K | 0.01% | +1,208 | New |
| Ritholtz Wealth Management | 1,200 | $332.8K | 0.01% | −13−1.1% | Reduced |
| Anb Bank | 1,191 | $330.1K | 0.14% | +1,191 | New |
| Ci Investments Inc. | 1,188 | $329.0K | 0.00% | +152+14.7% | Added |
| CIBC Asset Management Inc | 1,173 | $325.1K | 0.00% | +57+5.1% | Added |
| XTX Topco Ltd | 1,157 | $320.7K | 0.03% | −819−41.4% | Reduced |
| TD Private Client Wealth LLC | 1,154 | $319.9K | 0.01% | −3,165−73.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,150 | $318.8K | 0.04% | −18−1.5% | Reduced |
| GWM Advisors LLC | 1,148 | $318.5K | 0.00% | +837+269.1% | Added |