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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 1,120 | $310.5K | 0.00% | +2+0.2% | Added |
| Fielder Capital Group LLC | 1,105 | $306.3K | 0.10% | +47+4.4% | 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 |
| Savant Capital, LLC | 1,082 | $299.9K | 0.00% | +146+15.6% | Added |
| Kendall Capital Management | 1,080 | $299.4K | 0.09% | −335−23.7% | Reduced |
| MGB Wealth Management, LLC | 1,078 | $298.9K | 0.09% | +1,078 | New |
| Legacy Capital Group California, Inc. | 1,074 | $297.7K | 0.09% | +210+24.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,059 | $293.5K | 0.04% | −3−0.3% | Reduced |
| Summit Trail Advisors, LLC | 1,053 | $291.9K | 0.01% | +49+4.9% | Added |
| Jefferies Financial Group Inc. | 1,023 | $283.6K | 0.00% | −686−40.1% | Reduced |
| Axq Capital, LP | 1,019 | $282.5K | 0.13% | +138+15.7% | Added |
| Burns Matteson Capital Management, LLC | 1,008 | $279.4K | 0.16% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 1,006 | $278.9K | 0.00% | +1,006 | New |
| 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 |
| Narus Financial Partners, LLC | 999 | $276.9K | 0.09% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 995 | $275.8K | 0.01% | −40−3.9% | Reduced |
| Metis Global Partners, LLC | 985 | $273.0K | 0.01% | −126−11.3% | Reduced |
| Teza Capital Management LLC | 974 | $270.0K | 0.04% | −13,807−93.4% | Reduced |
| Crestline Management, LP | 970 | $268.9K | 0.01% | +970 | New |
| Wealthspire Advisors, LLC | 963 | $266.9K | 0.00% | +74+8.3% | Added |
| Summit Financial, LLC | 962 | $266.7K | 0.01% | +962 | New |
| Park Avenue Securities LLC | 959 | $266.0K | 0.00% | +959 | New |
| Stevens Capital Management LP | 956 | $265.0K | 0.11% | +956 | New |
| Keyvantage Wealth, LLC | 956 | $264.9K | 0.19% | +956 | New |
| Wealthstream Advisors, Inc. | 945 | $261.9K | 0.05% | +1+0.1% | Added |
| Everence Capital Management Inc | 940 | $261.0K | 0.02% | +940 | New |
| Portside Wealth Group, LLC | 935 | $259.2K | 0.04% | −37−3.8% | Reduced |
| Belpointe Asset Management LLC | 1,052 | $258.5K | 0.02% | −16−1.5% | Reduced |
| Savvy Advisors, Inc. | 929 | $257.6K | 0.03% | +929 | New |
| Forum Financial Management, LP | 922 | $255.6K | 0.00% | +922 | New |
| Valeo Financial Advisors, LLC | 920 | $255.0K | 0.01% | −100−9.8% | Reduced |
| Hilltop Holdings Inc. | 919 | $254.7K | 0.02% | +34+3.8% | Added |
| Moody National Bank Trust Division | 908 | $251.7K | 0.03% | −3−0.3% | Reduced |
| Jones Financial Companies LLLP | 904 | $250.5K | 0.00% | −31−3.3% | Reduced |
| Camden Capital, LLC | 904 | $250.5K | 0.03% | +904 | New |
| Atomi Financial Group, Inc. | 898 | $248.9K | 0.01% | +19+2.2% | Added |
| NDVR, Inc. | 893 | $247.5K | 0.24% | +9+1.0% | Added |
| Gateway Investment Advisers LLC | 881 | $244.2K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 879 | $243.7K | 0.01% | −111−11.2% | Reduced |
| Merit Financial Group, LLC | 874 | $242.3K | 0.00% | +874 | New |
| Petrus Trust Company, LTA | 870 | $241.2K | 0.02% | −1,581−64.5% | Reduced |
| Avantax Advisory Services, Inc. | 866 | $240.1K | 0.00% | +52+6.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 864 | $239.5K | 0.01% | −13−1.5% | Reduced |
| Walleye Trading LLC | 862 | $238.9K | 0.00% | +753+690.8% | Added |
| Hurley Capital, LLC | 856 | $237.8K | 0.19% | +856 | New |
| Investment House LLC | 850 | $235.6K | 0.01% | −100−10.5% | Reduced |
| Ellevest, Inc. | 846 | $234.5K | 0.01% | +846 | New |
| Oppenheimer & Co Inc | 833 | $230.9K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 813 | $225.4K | 0.07% | +813 | New |
| Rafferty Asset Management, LLC | 808 | $224.0K | 0.00% | −14−1.7% | Reduced |
| Aigen Investment Management, LP | 808 | $224.0K | 0.04% | +808 | New |
| Wetherby Asset Management Inc | 801 | $222.0K | 0.01% | −11−1.4% | Reduced |
| Planned Solutions, Inc. | 800 | $221.8K | 0.09% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 800 | $221.8K | 0.00% | +800 | New |
| Farringdon Capital, Ltd. | 799 | $221.5K | 0.09% | +799 | New |
| Ingalls & Snyder LLC | 797 | $221.0K | 0.01% | −175−18.0% | Reduced |
| Whittier Trust Co | 797 | $220.9K | 0.00% | +797 | New |
| Axxcess Wealth Management, LLC | 794 | $220.1K | 0.01% | +794 | New |
| HB Wealth Management, LLC | 788 | $218.4K | 0.00% | +788 | New |
| Walleye Capital LLC | 780 | $216.2K | 0.00% | −2,884−78.7% | Reduced |
| National Bank of Canada | 778 | $215.7K | 0.00% | −167−17.7% | Reduced |
| Norden Group LLC | 765 | $212.1K | 0.02% | +765 | New |
| Vicus Capital | 759 | $210.3K | 0.02% | +759 | New |
| Retirement Guys Formula LLC | 753 | $208.7K | 0.11% | +753 | New |
| Joel Isaacson & Co., LLC | 752 | $208.6K | 0.01% | +752 | New |
| QRG Capital Management, Inc. | 740 | $205.1K | 0.00% | +740 | New |
| Elevated Capital Advisors, LLC | 738 | $204.6K | 0.06% | +738 | New |
| R Squared Ltd | 730 | $202.3K | 0.20% | +730 | New |
| Brevan Howard Capital Management LP | 727 | $201.5K | 0.00% | +727 | New |
| Impact Partnership Wealth, LLC | 725 | $200.9K | 0.04% | −208−22.3% | Reduced |
| EverSource Wealth Advisors, LLC | 712 | $197.5K | 0.01% | +79+12.5% | Added |
| Arlington Trust Co LLC | 699 | $193.8K | 0.04% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 690 | $191.3K | 0.03% | +120+21.1% | Added |
| Private Trust Co NA | 660 | $182.9K | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 631 | $175.0K | 0.01% | −86−12.0% | Reduced |
| GAMMA Investing LLC | 619 | $171.6K | 0.01% | +96+18.4% | Added |
| Gordian Capital Singapore Pte Ltd | 600 | $166.3K | 0.09% | +600 | New |
| Quadrant Capital Group LLC | 596 | $165.2K | 0.01% | −21−3.4% | Reduced |
| Twin Tree Management, LP | 579 | $160.5K | 0.00% | +546+1,654.5% | Added |
| GeoWealth Management, LLC | 512 | $142.1K | 0.00% | +39+8.2% | Added |
| Skopos Labs, Inc. | 505 | $140.0K | 0.04% | +2+0.4% | Added |
| Farther Finance Advisors, LLC | 469 | $130.0K | 0.00% | +276+143.0% | Added |
| Daiwa Securities Group Inc. | 460 | $128.0K | 0.00% | +460 | New |
| Caitong International Asset Management Co., Ltd | 412 | $114.2K | 0.11% | +412 | New |
| Global Retirement Partners, LLC | 398 | $110.4K | 0.00% | +58+17.1% | Added |
| Core Alternative Capital | 315 | $87.3K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 313 | $86.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 312 | $85.6K | 0.00% | −25−7.4% | Reduced |
| Harvest Fund Management Co., Ltd | 281 | $78.0K | 0.00% | −11−3.8% | Reduced |
| Fourth Dimension Wealth, LLC | 257 | $71.2K | 0.04% | +257 | New |
| Clearstead Advisors, LLC | 238 | $66.0K | 0.00% | −26−9.8% | Reduced |
| Signaturefd, LLC | 234 | $64.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 231 | $64.0K | 0.01% | −350−60.2% | Reduced |
| Allworth Financial LP | 223 | $63.8K | 0.00% | −18−7.5% | Reduced |
| Umb Bank N A | 227 | $62.9K | 0.00% | +25+12.4% | Added |
| Smartleaf Asset Management LLC | 211 | $58.6K | 0.01% | +83+64.8% | Added |
| Quest Partners LLC | 199 | $55.2K | 0.01% | −701−77.9% | Reduced |
| Lindbrook Capital, LLC | 196 | $54.3K | 0.00% | 00.0% | Unchanged |