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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Corp | 126 | $37.6K | 0.00% | −48−27.6% | Reduced |
| LRI Investments, LLC | 129 | $38.5K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 132 | $39.4K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 137 | $40.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 135 | $41.0K | 0.03% | −87−39.2% | Reduced |
| State of Wyoming | 147 | $43.9K | 0.01% | −72−32.9% | Reduced |
| Larson Financial Group LLC | 152 | $45.4K | 0.00% | +111+270.7% | Added |
| Assetmark, Inc | 158 | $47.2K | 0.00% | +3+1.9% | Added |
| Cedar Mountain Advisors, LLC | 165 | $49.3K | 0.01% | +165 | New |
| Cullen/Frost Bankers, Inc. | 166 | $49.6K | 0.00% | +39+30.7% | Added |
| GHP Investment Advisors, Inc. | 172 | $51.3K | 0.00% | +127+282.2% | Added |
| Piscataqua Savings Bank | 180 | $53.7K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 218 | $62.4K | 0.00% | +10+4.8% | Added |
| Nomura Asset Management Co Ltd | 220 | $65.7K | 0.00% | −12,350−98.2% | Reduced |
| Signaturefd, LLC | 225 | $67.2K | 0.00% | −6−2.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 241 | $69.1K | 0.00% | +139+136.3% | Added |
| Quent Capital, LLC | 236 | $70.5K | 0.01% | +121+105.2% | Added |
| WealthCollab, LLC | 238 | $71.0K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 257 | $77.0K | 0.00% | +43+20.1% | Added |
| Massmutual Trust Co FSB | 267 | $79.7K | 0.00% | +26+10.8% | Added |
| AlphaCentric Advisors LLC | 272 | $81.2K | 0.08% | +272 | New |
| True Wealth Design, LLC | 367 | $109.6K | 0.03% | +117+46.8% | Added |
| Employees Retirement System of Texas | 434 | $130.0K | 0.00% | +434 | New |
| IFP Advisors, Inc | 454 | $135.5K | 0.00% | +225+98.3% | Added |
| Zions Bancorporation, National Association | 495 | $147.8K | 0.01% | −2,512−83.5% | Reduced |
| Twin Tree Management, LP | 535 | $159.7K | 0.03% | +535 | New |
| Ronald Blue Trust, Inc. | 548 | $163.3K | 0.00% | −320−36.9% | Reduced |
| TD Private Client Wealth LLC | 556 | $166.0K | 0.00% | −17−3.0% | Reduced |
| Root Financial Partners, LLC | 558 | $166.6K | 0.01% | +354+173.5% | Added |
| Umb Bank N A | 566 | $169.0K | 0.00% | +37+7.0% | Added |
| Central Pacific Bank - Trust Division | 570 | $170.2K | 0.02% | +20+3.6% | Added |
| Central Trust Co | 640 | $191.0K | 0.00% | −49−7.1% | Reduced |
| Hamilton Capital Partners Inc. | 668 | $199.4K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 671 | $200.3K | 0.02% | +2+0.3% | Added |
| Astoria Portfolio Advisors LLC. | 583 | $202.8K | 0.04% | +583 | New |
| Northwest Wealth Management, LLC | 680 | $203.0K | 0.03% | +680 | New |
| Destination Wealth Management | 681 | $203.3K | 0.01% | +54+8.6% | Added |
| National Bank of Canada | 684 | $204.1K | 0.00% | −461−40.3% | Reduced |
| Inceptionr LLC | 685 | $204.5K | 0.05% | −1,706−71.4% | Reduced |
| R Squared Ltd | 690 | $206.0K | 0.11% | +690 | New |
| Sentinus, LLC | 692 | $206.6K | 0.02% | +692 | New |
| Retirement Guys Formula LLC | 694 | $207.1K | 0.10% | +16+2.4% | Added |
| Foster & Motley Inc | 699 | $209.0K | 0.01% | −49−6.6% | Reduced |
| Abel Hall, LLC | 705 | $210.4K | 0.04% | −58−7.6% | Reduced |
| Matauro, LLC | 707 | $211.1K | 0.03% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 710 | $211.9K | 0.00% | −9,862−93.3% | Reduced |
| Concurrent Investment Advisors, LLC | 719 | $214.7K | 0.00% | +719 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 725 | $216.4K | 0.00% | +725 | New |
| Aster Capital Management (DIFC) Ltd | 1,084 | $216.5K | 0.07% | +1,047+2,829.7% | Added |
| Cypress Capital, LLC | 737 | $220.0K | 0.06% | +43+6.2% | Added |
| Beese Fulmer Investment Management, Inc. | 741 | $221.2K | 0.01% | +741 | New |
| Versant Capital Management, Inc | 745 | $222.4K | 0.02% | +122+19.6% | Added |
| Parsons Capital Management Inc | 750 | $223.9K | 0.01% | +750 | New |
| Advisor OS, LLC | 758 | $226.3K | 0.02% | +758 | New |
| Greenspring Advisors, LLC | 770 | $229.9K | 0.01% | −53−6.4% | Reduced |
| Anb Bank | 771 | $230.2K | 0.09% | +2+0.3% | Added |
| Turtle Creek Wealth Advisors, LLC | 773 | $230.7K | 0.02% | −156−16.8% | Reduced |
| Sym Financial Corp | 773 | $230.7K | 0.02% | +14+1.8% | Added |
| Pekin Hardy Strauss, Inc. | 785 | $234.3K | 0.02% | −285−26.6% | Reduced |
| Symphony Financial, Ltd. Co. | 793 | $236.2K | 0.03% | +793 | New |
| RMB Capital Management, LLC | 792 | $236.4K | 0.00% | +792 | New |
| Planned Solutions, Inc. | 800 | $238.8K | 0.08% | 00.0% | Unchanged |
| Indivisible Partners | 801 | $239.0K | 0.02% | +801 | New |
| Hilltop Holdings Inc. | 804 | $240.0K | 0.02% | −273−25.3% | Reduced |
| Ausdal Financial Partners, Inc. | 804 | $240.2K | 0.01% | +127+18.8% | Added |
| Empowered Funds, LLC | 807 | $240.9K | 0.00% | −921−53.3% | Reduced |
| Inscription Capital, LLC | 807 | $241.0K | 0.03% | −114−12.4% | Reduced |
| Clearstead Advisors, LLC | 813 | $242.7K | 0.00% | +615+310.6% | Added |
| Optas, LLC | 829 | $247.5K | 0.04% | +187+29.1% | Added |
| Banque Pictet & Cie SA | 844 | $251.9K | 0.00% | −1,513−64.2% | Reduced |
| Index Technologies Group LLC | 845 | $252.2K | 0.27% | +158+23.0% | Added |
| Capital Performance Advisors LLP | 846 | $252.4K | 0.02% | +130+18.2% | Added |
| Oppenheimer & Co Inc | 848 | $253.1K | 0.00% | 00.0% | Unchanged |
| Investment House LLC | 850 | $253.7K | 0.01% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 850 | $253.7K | 0.02% | +13+1.6% | Added |
| Savant Capital, LLC | 851 | $254.2K | 0.00% | +222+35.3% | Added |
| Daymark Wealth Partners, LLC | 858 | $256.1K | 0.01% | +858 | New |
| Profund Advisors LLC | 871 | $260.0K | 0.01% | +38+4.6% | Added |
| Azimuth Capital Investment Management LLC | 890 | $265.7K | 0.01% | +90+11.3% | Added |
| Norden Group LLC | 891 | $266.1K | 0.03% | −80−8.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 892 | $266.3K | 0.01% | +4+0.5% | Added |
| Brown Miller Wealth Management, LLC | 894 | $266.9K | 0.08% | +67+8.1% | Added |
| Exchange Traded Concepts, LLC | 901 | $269.0K | 0.00% | −26−2.8% | Reduced |
| Portside Wealth Group, LLC | 905 | $270.2K | 0.04% | −42−4.4% | Reduced |
| Atomi Financial Group, Inc. | 905 | $270.2K | 0.01% | −247−21.4% | Reduced |
| Dundas Partners LLP | 906 | $270.4K | 0.02% | −163−15.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 806 | $272.3K | 0.02% | +109+15.6% | Added |
| PCM Encore, LLC | 912 | $272.4K | 0.06% | +2+0.2% | Added |
| Advyzon Investment Management, LLC | 914 | $272.8K | 0.02% | +274+42.8% | Added |
| Evergreen Capital Management LLC | 951 | $283.9K | 0.01% | +951 | New |
| Sagespring Wealth Partners, LLC | 952 | $284.2K | 0.01% | +3+0.3% | Added |
| Moody Aldrich Partners LLC | 965 | $288.1K | 0.05% | −22−2.2% | Reduced |
| Meeder Advisory Services, Inc. | 971 | $289.8K | 0.01% | +99+11.4% | Added |
| Narus Financial Partners, LLC | 979 | $292.2K | 0.08% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 980 | $292.5K | 0.03% | −24−2.4% | Reduced |
| Parallel Advisors, LLC | 984 | $293.9K | 0.01% | +39+4.1% | Added |
| NewEdge Wealth, LLC | 990 | $295.5K | 0.00% | −127−11.4% | Reduced |
| Belpointe Asset Management LLC | 995 | $297.0K | 0.01% | −161−13.9% | Reduced |
| Kendall Capital Management | 995 | $297.0K | 0.06% | +255+34.5% | Added |
| Farther Finance Advisors, LLC | 989 | $298.1K | 0.00% | +185+23.0% | Added |