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 |
|---|---|---|---|---|---|
| Intercapital, LLC | 1,000 | $298.5K | 0.17% | −1,850−64.9% | Reduced |
| Courier Capital LLC | 1,000 | $298.5K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,000 | $298.5K | 0.15% | 00.0% | Unchanged |
| Gruss & Co., LLC | 1,000 | $298.5K | 0.70% | +1,000 | New |
| Levin Capital Strategies, L.P. | 1,000 | $298.5K | 0.02% | +1,000 | New |
| QTR Family Wealth, LLC | 849 | $303.6K | 0.13% | +849 | New |
| Park Avenue Securities LLC | 1,020 | $304.0K | 0.00% | +191+23.0% | Added |
| Private Client Services, LLC | 1,023 | $305.4K | 0.09% | −1,837−64.2% | Reduced |
| Joel Isaacson & Co., LLC | 1,023 | $305.4K | 0.01% | +2+0.2% | Added |
| VestGen Advisors, LLC | 902 | $307.6K | 0.01% | +902 | New |
| Bridgefront Capital, LLC | 1,048 | $312.8K | 0.08% | +456+77.0% | Added |
| Centurion Wealth Management LLC | 1,050 | $313.4K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,050 | $315.4K | 0.01% | +868+476.9% | Added |
| North Dakota State Investment Board | 1,078 | $321.8K | 0.01% | −226−17.3% | Reduced |
| Legacy Financial Independent Advisors LLC | 1,084 | $323.6K | 0.17% | +1,084 | New |
| Crestwood Advisors Group LLC | 1,093 | $326.3K | 0.01% | +368+50.8% | Added |
| Bayforest Capital Ltd | 1,093 | $326.3K | 0.37% | +463+73.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,103 | $329.1K | 0.00% | +134+13.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,108 | $331.0K | 0.00% | −59−5.1% | Reduced |
| Hantz Financial Services, Inc. | 1,111 | $332.0K | 0.01% | +475+74.7% | Added |
| CIBC World Markets Inc. | 1,117 | $333.4K | 0.00% | +180+19.2% | Added |
| AE Wealth Management LLC | 1,117 | $333.6K | 0.00% | −55−4.7% | Reduced |
| Qtron Investments LLC | 1,128 | $336.7K | 0.05% | +1,128 | New |
| Laird Norton Trust Company, LLC | 1,143 | $341.2K | 0.01% | −29−2.5% | Reduced |
| Vann Equity Management LLC | 1,159 | $346.1K | 0.25% | +1,159 | New |
| Brevan Howard Capital Management LP | 1,163 | $347.2K | 0.00% | +1,163 | New |
| KBC Group NV | 1,177 | $351.0K | 0.00% | +92+8.5% | Added |
| AlphaGrep UK Ltd | 1,177 | $351.3K | 0.10% | +1,177 | New |
| Wedmont Private Capital | 1,081 | $352.4K | 0.01% | +166+18.1% | Added |
| United Capital Financial Advisers, LLC | 1,181 | $352.5K | 0.00% | +30+2.6% | Added |
| Stephens Inc | 1,182 | $352.8K | 0.00% | +46+4.0% | Added |
| CIBC Asset Management Inc | 1,193 | $356.1K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,203 | $359.0K | 0.00% | +82+7.3% | Added |
| Magnetar Financial LLC | 1,222 | $364.8K | 0.00% | +1,222 | New |
| NorthCrest Asset Manangement, LLC | 1,200 | $365.9K | 0.01% | −62−4.9% | Reduced |
| Jefferies Financial Group Inc. | 1,241 | $370.4K | 0.00% | −7,036−85.0% | Reduced |
| First Bank & Trust | 1,247 | $372.2K | 0.06% | +12+1.0% | Added |
| Insight Wealth Partners, LLC | 1,254 | $374.3K | 0.15% | 00.0% | Unchanged |
| Shelton Capital Management | 1,268 | $378.5K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,292 | $385.7K | 0.00% | +435+50.8% | Added |
| Wealthspire Advisors, LLC | 1,299 | $387.8K | 0.00% | −158−10.8% | Reduced |
| Everence Capital Management Inc | 1,302 | $389.0K | 0.02% | +422+48.0% | Added |
| Ritholtz Wealth Management | 1,325 | $395.4K | 0.01% | −180−12.0% | Reduced |
| Custom Index Systems, LLC | 1,333 | $397.9K | 0.17% | +130+10.8% | Added |
| HGK Asset Management Inc | 1,341 | $400.3K | 0.06% | −1,416−51.4% | Reduced |
| Toronto Dominion Bank | 1,345 | $402.0K | 0.00% | −389−22.4% | Reduced |
| Great Lakes Advisors, LLC | 1,347 | $402.2K | 0.00% | −42−3.0% | Reduced |
| Fielder Capital Group LLC | 1,380 | $411.9K | 0.09% | −15−1.1% | Reduced |
| Diametric Capital, LP | 1,381 | $412.2K | 0.11% | +1,381 | New |
| Pinebridge Investments LLC | 1,382 | $412.5K | 0.00% | +1,382 | New |
| Bond & Devick Financial Network, Inc. | 1,400 | $417.9K | 0.12% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,403 | $418.8K | 0.01% | −41−2.8% | Reduced |
| Transcend Wealth Collective, LLC | 1,424 | $425.1K | 0.03% | +333+30.5% | Added |
| Sterling Capital Management LLC | 1,449 | $432.5K | 0.01% | −953−39.7% | Reduced |
| GAMMA Investing LLC | 1,449 | $432.5K | 0.02% | +207+16.7% | Added |
| Harbor Investment Advisory, LLC | 1,495 | $446.3K | 0.04% | −150−9.1% | Reduced |
| GWM Advisors LLC | 1,509 | $450.4K | 0.00% | −231−13.3% | Reduced |
| Callan Family Office, LLC | 1,510 | $450.8K | 0.01% | +13+0.9% | Added |
| Allworth Financial LP | 1,513 | $451.6K | 0.00% | +702+86.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,515 | $452.0K | 0.00% | +1,162+329.2% | Added |
| Fifth Third Wealth Advisors LLC | 1,536 | $458.5K | 0.02% | +303+24.6% | Added |
| Evolve Private Wealth, LLC | 1,553 | $463.6K | 0.02% | +299+23.8% | Added |
| Evoke Wealth, LLC | 1,553 | $463.6K | 0.01% | +504+48.0% | Added |
| Ethic Inc. | 1,572 | $469.1K | 0.01% | +202+14.7% | Added |
| Citizens Financial Group Inc | 1,581 | $471.9K | 0.01% | +1,581 | New |
| Whalen Wealth Management Inc. | 1,587 | $473.7K | 0.25% | +781+96.9% | Added |
| Camden Capital, LLC | 1,625 | $485.0K | 0.03% | +381+30.6% | Added |
| Precision Wealth Strategies, LLC | 1,630 | $486.6K | 0.16% | +69+4.4% | Added |
| Johnson Investment Counsel Inc | 1,637 | $488.7K | 0.00% | +196+13.6% | Added |
| Baker Avenue Asset Management, LP | 1,643 | $490.5K | 0.01% | +1,643 | New |
| Encompass More Asset Management | 1,663 | $496.4K | 0.08% | +1,663 | New |
| Hanlon Investment Management, Inc. | 1,674 | $499.8K | 0.28% | −34−2.0% | Reduced |
| EP Wealth Advisors, LLC | 1,676 | $500.3K | 0.00% | −22−1.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,695 | $506.0K | 0.01% | +425+33.5% | Added |
| Greenleaf Trust | 1,699 | $507.2K | 0.00% | −2−0.1% | Reduced |
| Evercore Wealth Management, LLC | 1,720 | $513.4K | 0.01% | 00.0% | Unchanged |
| Mount Lucas Management LP | 1,723 | $514.3K | 0.19% | +1,723 | New |
| Commerce Bank | 1,754 | $523.6K | 0.00% | −24−1.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,807 | $539.4K | 0.16% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,820 | $543.3K | 0.31% | 00.0% | Unchanged |
| Net Worth Advisory Group | 1,822 | $543.9K | 0.11% | +170+10.3% | Added |
| Rothschild Investment LLC | 1,831 | $546.6K | 0.03% | +1,052+135.0% | Added |
| Maryland State Retirement & Pension System | 1,839 | $549.0K | 0.01% | 00.0% | Unchanged |
| Hardy Reed LLC | 1,854 | $553.4K | 0.04% | 00.0% | Unchanged |
| DnB Asset Management AS | 1,866 | $557.0K | 0.00% | +1,866 | New |
| J2 Capital Management Inc | 1,871 | $558.5K | 0.38% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,893 | $565.1K | 0.01% | +36+1.9% | Added |
| Kestra Private Wealth Services, LLC | 1,895 | $565.7K | 0.01% | +1,895 | New |
| Warren Averett Asset Management, LLC | 1,910 | $570.3K | 0.00% | +918+92.5% | Added |
| Utah Retirement Systems | 1,948 | $581.5K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 1,952 | $582.8K | 0.00% | −666−25.4% | Reduced |
| Calamos Advisors LLC | 1,953 | $583.0K | 0.00% | +1,953 | New |
| Flagship Harbor Advisors, LLC | 1,986 | $592.8K | 0.03% | +1,986 | New |
| Summit Financial, LLC | 1,988 | $593.3K | 0.01% | −65−3.2% | Reduced |
| PDT Partners, LLC | 2,000 | $597.0K | 0.04% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 2,058 | $614.3K | 0.08% | −37−1.8% | Reduced |
| Vise Technologies, Inc. | 1,808 | $615.2K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 2,083 | $621.8K | 0.00% | −1,469−41.4% | Reduced |
| Aviance Capital Partners, LLC | 2,098 | $626.3K | 0.07% | −30−1.4% | Reduced |
| Savvy Advisors, Inc. | 2,116 | $631.6K | 0.02% | +197+10.3% | Added |