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 |
|---|---|---|---|---|---|
| Bull Harbor Capital LLC | 2,143 | $639.7K | 0.17% | +2,143 | New |
| Journey Strategic Wealth LLC | 2,189 | $653.4K | 0.02% | +165+8.2% | Added |
| HB Wealth Management, LLC | 2,208 | $659.1K | 0.00% | +6+0.3% | Added |
| BOK Financial Private Wealth, Inc. | 2,235 | $667.2K | 0.04% | −367−14.1% | Reduced |
| JMN Financial LLC | 2,282 | $681.2K | 0.67% | +50+2.2% | Added |
| Skopos Labs, Inc. | 2,291 | $683.7K | 0.02% | +1,324+136.9% | Added |
| Advisor Group Holdings, Inc. | 2,366 | $706.5K | 0.00% | −520−18.0% | Reduced |
| Diversify Wealth Management, LLC | 2,290 | $742.4K | 0.01% | +642+39.0% | Added |
| Pier Capital, LLC | 2,493 | $744.2K | 0.12% | −100−3.9% | Reduced |
| Morningstar Investment Management LLC | 2,506 | $748.1K | 0.05% | +2,506 | New |
| Waddell & Associates, LLC | 2,515 | $750.8K | 0.04% | +1,402+126.0% | Added |
| Commonwealth Equity Services, LLC | 2,538 | $757.8K | 0.00% | −737−22.5% | Reduced |
| Lecap Asset Management Ltd | 2,560 | $764.2K | 0.29% | +2,560 | New |
| VARCOV Co. | 2,583 | $771.1K | 0.29% | +2,583 | New |
| We Are One Seven, LLC | 2,617 | $781.2K | 0.02% | −53−2.0% | Reduced |
| Polymer Capital Management (US) LLC | 2,639 | $787.8K | 0.12% | +2,639 | New |
| Gsa Capital Partners LLP | 2,648 | $790.0K | 0.05% | +2,648 | New |
| O'Rourke & Company, Inc | 2,680 | $799.9K | 0.32% | −49−1.8% | Reduced |
| Janney Montgomery Scott LLC | 2,721 | $812.0K | 0.00% | +11+0.4% | Added |
| Equitable Holdings, Inc. | 2,405 | $818.3K | 0.01% | +7+0.3% | Added |
| Nisa Investment Advisors, LLC | 2,749 | $820.6K | 0.00% | +31+1.1% | Added |
| Impact Partnership Wealth, LLC | 2,782 | $830.4K | 0.10% | +366+15.1% | Added |
| Aviva PLC | 2,787 | $831.9K | 0.00% | −468−14.4% | Reduced |
| Penserra Capital Management LLC | 2,852 | $851.0K | 0.01% | +1,904+200.8% | Added |
| EverSource Wealth Advisors, LLC | 2,859 | $853.4K | 0.03% | +1,085+61.2% | Added |
| Securian Asset Management, Inc | 2,891 | $863.0K | 0.03% | +100+3.6% | Added |
| Intrust Bank NA | 2,976 | $888.4K | 0.07% | +8+0.3% | Added |
| Swedbank AB | 3,000 | $895.5K | 0.00% | −70−2.3% | Reduced |
| BNP Paribas | 3,033 | $905.4K | 0.03% | +31+1.0% | Added |
| Federated Hermes, Inc. | 3,075 | $917.9K | 0.00% | +346+12.7% | Added |
| PenderFund Capital Management Ltd. | 3,100 | $925.4K | 0.14% | +40+1.3% | Added |
| Nicholas Investment Partners, LP | 3,138 | $936.7K | 0.07% | −970−23.6% | Reduced |
| Coldstream Capital Management Inc | 3,148 | $939.8K | 0.01% | −89−2.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,129 | $942.7K | 0.00% | −49−1.5% | Reduced |
| Isthmus Partners, LLC | 3,165 | $944.8K | 0.10% | −300−8.7% | Reduced |
| Atria Investments LLC | 3,172 | $946.8K | 0.01% | +26+0.8% | Added |
| Baird Financial Group, Inc. | 3,181 | $949.6K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,185 | $950.6K | 0.01% | +3,185 | New |
| Dynamic Advisor Solutions LLC | 3,209 | $958.0K | 0.03% | +125+4.1% | Added |
| Legend Financial Advisors, Inc. | 3,219 | $960.9K | 0.62% | +2+0.1% | Added |
| Swiss Life Asset Management Ltd | 3,414 | $1.02M | 0.01% | +670+24.4% | Added |
| Havemeyer Place LP | 3,416 | $1.02M | 0.12% | +3,416 | New |
| Dark Forest Capital Management LP | 3,540 | $1.06M | 0.09% | +3,540 | New |
| Buckhead Capital Management LLC | 3,555 | $1.06M | 0.40% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 3,608 | $1.08M | 0.00% | +3,608 | New |
| Trivant Custom Portfolio Group, LLC | 3,641 | $1.09M | 0.60% | +34+0.9% | Added |
| Legacy Wealth Asset Management, LLC | 3,671 | $1.10M | 0.27% | −135−3.5% | Reduced |
| The PNC Financial Services Group, Inc. | 3,719 | $1.11M | 0.00% | +278+8.1% | Added |
| Sanctuary Advisors, LLC | 3,735 | $1.11M | 0.01% | +354+10.5% | Added |
| Alyeska Investment Group, L.P. | 3,741 | $1.12M | 0.00% | +3,741 | New |
| Krilogy Financial LLC | 3,182 | $1.14M | 0.04% | +63+2.0% | Added |
| State of Alaska, Department of Revenue | 3,848 | $1.15M | 0.01% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 3,903 | $1.17M | 0.00% | −198−4.8% | Reduced |
| Sivia Capital Partners, LLC | 3,980 | $1.19M | 0.23% | +2,669+203.6% | Added |
| Essential Partners LLC | 4,004 | $1.20M | 0.40% | +41+1.0% | Added |
| Gateway Investment Advisers LLC | 4,096 | $1.22M | 0.01% | +2,770+208.9% | Added |
| Freedom Day Solutions, LLC | 4,236 | $1.26M | 0.34% | −85−2.0% | Reduced |
| Brighton Jones LLC | 4,427 | $1.32M | 0.03% | +4,427 | New |
| Martingale Asset Management L P | 4,470 | $1.33M | 0.03% | +950+27.0% | Added |
| Legato Capital Management LLC | 4,535 | $1.35M | 0.12% | −3,233−41.6% | Reduced |
| Xponance, Inc. | 4,537 | $1.35M | 0.01% | +1,033+29.5% | Added |
| Pacer Advisors, Inc. | 4,558 | $1.36M | 0.00% | −73−1.6% | Reduced |
| Great Diamond Partners, LLC | 4,653 | $1.39M | 0.27% | +766+19.7% | Added |
| Cornerstone Investment Partners, LLC | 4,699 | $1.40M | 0.06% | +298+6.8% | Added |
| Merit Financial Group, LLC | 4,706 | $1.40M | 0.01% | +957+25.5% | Added |
| Toroso Investments, LLC | 4,908 | $1.41M | 0.00% | +3,897+385.5% | Added |
| Summit Place Financial Advisors, LLC | 4,734 | $1.41M | 0.68% | +5+0.1% | Added |
| Angeles Wealth Management, LLC | 4,892 | $1.46M | 0.08% | +79+1.6% | Added |
| Chicago Partners Investment Group LLC | 4,170 | $1.47M | 0.03% | +2,624+169.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,932 | $1.47M | 0.04% | +4,932 | New |
| Catalyst Capital Advisors LLC | 5,025 | $1.50M | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 5,070 | $1.51M | 0.02% | +1,131+28.7% | Added |
| Nations Financial Group Inc, | 5,102 | $1.52M | 0.08% | +342+7.2% | Added |
| Croban | 5,271 | $1.57M | 0.74% | −104−1.9% | Reduced |
| OP Asset Management Ltd | 5,282 | $1.58M | 0.02% | +5,282 | New |
| Sit Investment Associates Inc | 5,415 | $1.62M | 0.03% | +550+11.3% | Added |
| Federation des caisses Desjardins du Quebec | 5,466 | $1.63M | 0.01% | −1,949−26.3% | Reduced |
| New Age Alpha Advisors, LLC | 5,500 | $1.64M | 0.08% | −115−2.0% | Reduced |
| Valley National Advisers Inc | 5,590 | $1.67M | 0.22% | −43−0.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,825 | $1.78M | 0.04% | +5,747+7,367.9% | Added |
| Sargent Investment Group, LLC | 6,180 | $1.84M | 0.24% | +7+0.1% | Added |
| Walleye Capital LLC | 6,197 | $1.85M | 0.01% | −88,309−93.4% | Reduced |
| CWM Advisors, LLC | 6,202 | $1.85M | 0.11% | −2,107−25.4% | Reduced |
| Nitorum Capital, L.P. | 6,225 | $1.86M | 1.63% | −20,377−76.6% | Reduced |
| Pictet Asset Management Holding SA | 6,257 | $1.87M | 0.00% | +394+6.7% | Added |
| Huntington National Bank | 6,314 | $1.88M | 0.01% | +6,143+3,592.4% | Added |
| Pallas Capital Advisors LLC | 6,437 | $1.92M | 0.07% | −253−3.8% | Reduced |
| Prudential Financial Inc | 6,461 | $1.93M | 0.00% | +3,990+161.5% | Added |
| Radnor Capital Management, LLC | 6,480 | $1.93M | 0.29% | +30+0.5% | Added |
| MAI Capital Management | 6,576 | $1.96M | 0.01% | +1,092+19.9% | Added |
| Aquatic Capital Management LLC | 6,707 | $2.00M | 0.06% | +6,707 | New |
| Illinois Municipal Retirement Fund | 6,771 | $2.02M | 0.03% | +3,508+107.5% | Added |
| Truist Financial Corp | 6,781 | $2.02M | 0.00% | −2,149−24.1% | Reduced |
| Washington Trust Advisors, Inc. | 6,783 | $2.02M | 0.16% | −125−1.8% | Reduced |
| Dana Investment Advisors, Inc. | 6,807 | $2.03M | 0.06% | +603+9.7% | Added |
| Knights of Columbus Asset Advisors LLC | 7,060 | $2.11M | 0.12% | +2,397+51.4% | Added |
| Ameritas Investment Partners, Inc. | 7,125 | $2.13M | 0.07% | +37+0.5% | Added |
| Princeton Capital Management LLC | 7,150 | $2.13M | 0.58% | +467+7.0% | Added |
| Monument Capital Management | 7,171 | $2.14M | 0.54% | +57+0.8% | Added |
| Credit Agricole S A | 7,296 | $2.18M | 0.01% | −700−8.8% | Reduced |