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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, Q1 2026

Institutional positions in Evercore Inc. as of Mar 31, 2026. 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
657
+30 vs. Q4 2025
Shares held
35.2M
+4.71M (+15.4%) vs. Q4 2025
Total value
$10.5B
+$120.0M (+1.2%) vs. Q4 2025
New holders
105
277 more added
Sold out
75
189 more reduced

9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: 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.

Institutional holdersQ1 2026: 657 institutions
Q1 2021: 411 institutionsQ2 2021: 429 institutionsQ3 2021: 426 institutionsQ4 2021: 439 institutionsQ1 2022: 406 institutionsQ2 2022: 382 institutionsQ3 2022: 369 institutionsQ4 2022: 395 institutionsQ1 2023: 421 institutionsQ2 2023: 400 institutionsQ3 2023: 398 institutionsQ4 2023: 437 institutionsQ1 2024: 474 institutionsQ2 2024: 471 institutionsQ3 2024: 514 institutionsQ4 2024: 584 institutionsQ1 2025: 551 institutionsQ2 2025: 566 institutionsQ3 2025: 629 institutionsQ4 2025: 636 institutionsQ1 2026: 657 institutionsQ2 2026: 714 institutions
Value heldQ1 2026: $10.5B
Q1 2021: $4.93BQ2 2021: $5.03BQ3 2021: $4.64BQ4 2021: $4.67BQ1 2022: $3.78BQ2 2022: $2.98BQ3 2022: $2.66BQ4 2022: $3.58BQ1 2023: $3.75BQ2 2023: $4.14BQ3 2023: $4.59BQ4 2023: $5.70BQ1 2024: $6.47BQ2 2024: $7.04BQ3 2024: $8.41BQ4 2024: $9.23BQ1 2025: $6.87BQ2 2025: $9.65BQ3 2025: $11.7BQ4 2025: $11.9BQ1 2026: $10.5BQ2 2026: $12.2B
Institutions holding EVR and their total value by quarter
QuarterHoldersValue
Q2 2026714$12.2B
Q1 2026657$10.5B
Q4 2025636$11.9B
Q3 2025629$11.7B
Q2 2025566$9.65B
Q1 2025551$6.87B
Q4 2024584$9.23B
Q3 2024514$8.41B
Q2 2024471$7.04B
Q1 2024474$6.47B
Q4 2023437$5.70B
Q3 2023398$4.59B
Q2 2023400$4.14B
Q1 2023421$3.75B
Q4 2022395$3.58B
Q3 2022369$2.66B
Q2 2022382$2.98B
Q1 2022406$3.78B
Q4 2021439$4.67B
Q3 2021426$4.64B
Q2 2021429$5.03B
Q1 2021411$4.93B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q4 2025.

Institutions holding EVR in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Raleigh Capital Management Inc.0$110.00%0Unchanged
Leonteq Securities AG1$2990.00%−3−75.0%Reduced
Kayne Anderson Rudnick Investment Management LLC1$2990.00%00.0%Unchanged
USA Financial Portformulas Corp1$2990.00%00.0%Unchanged
Caitlin John, LLC1$2990.00%00.0%Unchanged
MV Capital Management, Inc.1$2990.00%+1New
Curio Wealth, LLC1$2990.00%+1New
Salomon & Ludwin, LLC1$3050.00%−40−97.6%Reduced
Abound Wealth Management1$3950.00%00.0%Unchanged
Financial Management Professionals, Inc.2$5970.00%00.0%Unchanged
Bare Financial Services, Inc2$5970.00%+2New
Sachetta, LLC2$5980.00%+2New
American Capital Advisory, LLC2$5980.00%+2New
Atlantic Private Wealth, LLC2$5990.00%00.0%Unchanged
AdvisorNet Financial, Inc3$8960.00%00.0%Unchanged
Crewe Advisors LLC3$8960.00%00.0%Unchanged
Bruce G. Allen Investments, LLC3$8960.00%00.0%Unchanged
HFM Investment Advisors, LLC3$8960.00%00.0%Unchanged
Vermillion Wealth Management, Inc.3$8960.00%+3New
Capital Advisors, Ltd. LLC2$1.00K0.00%00.0%Unchanged
Avion Wealth4$1.00K0.00%−1−20.0%Reduced
Investors Portfolio Services LLC4$1.34K0.00%−1−20.0%Reduced
Signature Equity Partners, LLC5$1.49K0.00%−15−75.0%Reduced
Annis Gardner Whiting Capital Advisors, LLC5$1.49K0.00%00.0%Unchanged
Cromwell Holdings LLC5$1.49K0.00%00.0%Unchanged
Front Row Advisors LLC5$1.49K0.00%+5New
Wealth Enhancement Trust Services, Inc.6$1.79K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$1.79K0.00%00.0%Unchanged
MCF Advisors LLC6$1.79K0.00%+6New
ZRC Wealth Management, LLC7$2.09K0.00%−6−46.2%Reduced
Creative Financial Designs Inc8$2.39K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.8$2.39K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC8$2.39K0.00%+1+14.3%Added
Hughes Financial Services, LLC8$2.39K0.00%+1+14.3%Added
Bay Harbor Wealth Management, LLC8$2.39K0.00%+4+100.0%Added
Highline Wealth Partners LLC8$2.39K0.00%+8New
Cornerstone Planning Group LLC8$2.61K0.00%−6−42.9%Reduced
High Note Wealth, LLC9$2.69K0.00%00.0%Unchanged
South State Corp.9$2.69K0.00%+3+50.0%Added
Westfuller Advisors, LLC10$2.86K0.00%−1−9.1%Reduced
WPG Advisers, LLC10$2.98K0.00%00.0%Unchanged
MidFirst Bank10$2.98K0.00%+10New
Navigoe, LLC13$3.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC10$3.01K0.00%00.0%Unchanged
Rossby Financial, LCC10$3.01K0.00%+6+150.0%Added
Sunbelt Securities, Inc.11$3.28K0.00%00.0%Unchanged
Atlas Capital Advisors LLC12$3.58K0.00%00.0%Unchanged
Atlantic Trust, LLC12$3.58K0.00%+1+9.1%Added
Altshuler Shaham Ltd14$4.18K0.00%+1+7.7%Added
Innovative Asset Advisors Group, LLC14$4.18K0.00%+14New
Moisand Fitzgerald Tamayo, LLC14$4.18K0.00%00.0%Unchanged
Rialto Wealth Management, LLC14$4.18K0.00%+2+16.7%Added
Bogart Wealth, LLC15$4.48K0.00%+6+66.7%Added
Activest Wealth Management17$5.08K0.00%−7−29.2%Reduced
American National Bank19$5.67K0.00%+18+1,800.0%Added
JPL Wealth Management, LLC19$5.67K0.00%+19New
Danske Bank A/S20$5.97K0.00%−80−80.0%Reduced
Prestige Wealth Management Group LLC21$6.27K0.00%00.0%Unchanged
UMA Financial Services, Inc.21$6.27K0.00%+1+5.0%Added
Toth Financial Advisory Corp22$6.57K0.00%00.0%Unchanged
Ancora Advisors, LLC23$6.87K0.00%−57−71.3%Reduced
Whipplewood Advisors, LLC24$7.16K0.00%+24New
Scarborough Advisors, LLC26$7.76K0.00%00.0%Unchanged
United Financial Planning Group LLC26$7.76K0.00%+26New
BFSG, LLC32$9.55K0.00%00.0%Unchanged
Private Wealth Management Group, LLC32$9.55K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc33$9.85K0.00%00.0%Unchanged
Mather Group, LLC.34$10.1K0.00%+34New
JFS Wealth Advisors, LLC38$11.3K0.00%+1+2.7%Added
Harbour Investments, Inc.39$11.9K0.00%−1−2.5%Reduced
REAP Financial Group, LLC41$12.2K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC40$12.8K0.00%00.0%Unchanged
SJS Investment Consulting Inc.43$12.8K0.00%−72−62.6%Reduced
Smithfield Trust Co42$13.0K0.00%00.0%Unchanged
CoreCap Advisors, LLC49$14.7K0.00%+1+2.1%Added
Tradewinds Capital Management, LLC55$16.4K0.00%00.0%Unchanged
Bryn Mawr Trust Co60$17.9K0.00%00.0%Unchanged
Fortitude Family Office, LLC60$17.9K0.00%+2+3.4%Added
Manchester Capital Management LLC61$18.2K0.00%+1+1.7%Added
Twin Peaks Wealth Advisors, LLC63$18.8K0.00%+63New
Harbor Asset Planning, Inc.67$20.0K0.02%00.0%Unchanged
Tidemark, LLC68$20.4K0.01%+68New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.69$20.6K0.00%00.0%Unchanged
Salem Investment Counselors Inc75$22.4K0.00%+75New
V-Square Quantitative Management LLC76$22.7K0.00%00.0%Unchanged
Close Asset Management Ltd80$24.0K0.00%00.0%Unchanged
Hurley Capital, LLC87$25.9K0.01%00.0%Unchanged
Owl Creek Wealth Partners LLC87$26.0K0.01%+87New
Basecamp Wealth Advisors LLC89$26.6K0.01%+67+304.5%Added
Parkside Financial Bank & Trust91$27.2K0.00%−15−14.2%Reduced
CVA Family Office, LLC94$28.1K0.00%+32+51.6%Added
Kemnay Advisory Services Inc.94$28.1K0.00%+94New
Keating Financial Advisory Services, Inc.96$28.7K0.00%−10−9.4%Reduced
Opal Wealth Advisors, LLC98$29.3K0.01%+98New
NBC Securities, Inc.102$30.4K0.00%+1+1.0%Added
Elevated Capital Advisors, LLC109$32.5K0.01%−1,393−92.7%Reduced
Palladiem, LLC100$33.5K0.03%00.0%Unchanged
Group One Trading, L.P.113$33.7K0.00%+65+135.4%Added
Bell Investment Advisors, Inc122$36.4K0.01%+16+15.1%Added
Pinnacle Wealth Planning Services, Inc.123$36.7K0.00%+2+1.7%Added