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 |
|---|---|---|---|---|---|
| Freedom Day Solutions, LLC | 4,236 | $1.26M | 0.34% | −85−2.0% | Reduced |
| Gateway Investment Advisers LLC | 4,096 | $1.22M | 0.01% | +2,770+208.9% | Added |
| Essential Partners LLC | 4,004 | $1.20M | 0.40% | +41+1.0% | Added |
| Sivia Capital Partners, LLC | 3,980 | $1.19M | 0.23% | +2,669+203.6% | Added |
| First Eagle Investment Management, LLC | 3,903 | $1.17M | 0.00% | −198−4.8% | Reduced |
| State of Alaska, Department of Revenue | 3,848 | $1.15M | 0.01% | 00.0% | Unchanged |
| Krilogy Financial LLC | 3,182 | $1.14M | 0.04% | +63+2.0% | Added |
| Alyeska Investment Group, L.P. | 3,741 | $1.12M | 0.00% | +3,741 | New |
| Sanctuary Advisors, LLC | 3,735 | $1.11M | 0.01% | +354+10.5% | Added |
| The PNC Financial Services Group, Inc. | 3,719 | $1.11M | 0.00% | +278+8.1% | Added |
| Legacy Wealth Asset Management, LLC | 3,671 | $1.10M | 0.27% | −135−3.5% | Reduced |
| Trivant Custom Portfolio Group, LLC | 3,641 | $1.09M | 0.60% | +34+0.9% | Added |
| Worldquant Millennium Advisors LLC | 3,608 | $1.08M | 0.00% | +3,608 | New |
| Buckhead Capital Management LLC | 3,555 | $1.06M | 0.40% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,540 | $1.06M | 0.09% | +3,540 | New |
| Havemeyer Place LP | 3,416 | $1.02M | 0.12% | +3,416 | New |
| Swiss Life Asset Management Ltd | 3,414 | $1.02M | 0.01% | +670+24.4% | Added |
| Legend Financial Advisors, Inc. | 3,219 | $960.9K | 0.62% | +2+0.1% | Added |
| Dynamic Advisor Solutions LLC | 3,209 | $958.0K | 0.03% | +125+4.1% | Added |
| Integrated Wealth Concepts LLC | 3,185 | $950.6K | 0.01% | +3,185 | New |
| Baird Financial Group, Inc. | 3,181 | $949.6K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 3,172 | $946.8K | 0.01% | +26+0.8% | Added |
| Isthmus Partners, LLC | 3,165 | $944.8K | 0.10% | −300−8.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,129 | $942.7K | 0.00% | −49−1.5% | Reduced |
| Coldstream Capital Management Inc | 3,148 | $939.8K | 0.01% | −89−2.7% | Reduced |
| Nicholas Investment Partners, LP | 3,138 | $936.7K | 0.07% | −970−23.6% | Reduced |
| PenderFund Capital Management Ltd. | 3,100 | $925.4K | 0.14% | +40+1.3% | Added |
| Federated Hermes, Inc. | 3,075 | $917.9K | 0.00% | +346+12.7% | Added |
| BNP Paribas | 3,033 | $905.4K | 0.03% | +31+1.0% | Added |
| Swedbank AB | 3,000 | $895.5K | 0.00% | −70−2.3% | Reduced |
| Intrust Bank NA | 2,976 | $888.4K | 0.07% | +8+0.3% | Added |
| Securian Asset Management, Inc | 2,891 | $863.0K | 0.03% | +100+3.6% | Added |
| EverSource Wealth Advisors, LLC | 2,859 | $853.4K | 0.03% | +1,085+61.2% | Added |
| Penserra Capital Management LLC | 2,852 | $851.0K | 0.01% | +1,904+200.8% | Added |
| Aviva PLC | 2,787 | $831.9K | 0.00% | −468−14.4% | Reduced |
| Impact Partnership Wealth, LLC | 2,782 | $830.4K | 0.10% | +366+15.1% | Added |
| Nisa Investment Advisors, LLC | 2,749 | $820.6K | 0.00% | +31+1.1% | Added |
| Equitable Holdings, Inc. | 2,405 | $818.3K | 0.01% | +7+0.3% | Added |
| Janney Montgomery Scott LLC | 2,721 | $812.0K | 0.00% | +11+0.4% | Added |
| O'Rourke & Company, Inc | 2,680 | $799.9K | 0.32% | −49−1.8% | Reduced |
| Gsa Capital Partners LLP | 2,648 | $790.0K | 0.05% | +2,648 | New |
| Polymer Capital Management (US) LLC | 2,639 | $787.8K | 0.12% | +2,639 | New |
| We Are One Seven, LLC | 2,617 | $781.2K | 0.02% | −53−2.0% | Reduced |
| VARCOV Co. | 2,583 | $771.1K | 0.29% | +2,583 | New |
| Lecap Asset Management Ltd | 2,560 | $764.2K | 0.29% | +2,560 | New |
| Commonwealth Equity Services, LLC | 2,538 | $757.8K | 0.00% | −737−22.5% | Reduced |
| Waddell & Associates, LLC | 2,515 | $750.8K | 0.04% | +1,402+126.0% | Added |
| Morningstar Investment Management LLC | 2,506 | $748.1K | 0.05% | +2,506 | New |
| Pier Capital, LLC | 2,493 | $744.2K | 0.12% | −100−3.9% | Reduced |
| Diversify Wealth Management, LLC | 2,290 | $742.4K | 0.01% | +642+39.0% | Added |
| Advisor Group Holdings, Inc. | 2,366 | $706.5K | 0.00% | −520−18.0% | Reduced |
| Skopos Labs, Inc. | 2,291 | $683.7K | 0.02% | +1,324+136.9% | Added |
| JMN Financial LLC | 2,282 | $681.2K | 0.67% | +50+2.2% | Added |
| BOK Financial Private Wealth, Inc. | 2,235 | $667.2K | 0.04% | −367−14.1% | Reduced |
| HB Wealth Management, LLC | 2,208 | $659.1K | 0.00% | +6+0.3% | Added |
| Journey Strategic Wealth LLC | 2,189 | $653.4K | 0.02% | +165+8.2% | Added |
| Bull Harbor Capital LLC | 2,143 | $639.7K | 0.17% | +2,143 | New |
| Savvy Advisors, Inc. | 2,116 | $631.6K | 0.02% | +197+10.3% | Added |
| Aviance Capital Partners, LLC | 2,098 | $626.3K | 0.07% | −30−1.4% | Reduced |
| M&T Bank Corp | 2,083 | $621.8K | 0.00% | −1,469−41.4% | Reduced |
| Vise Technologies, Inc. | 1,808 | $615.2K | 0.01% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 2,058 | $614.3K | 0.08% | −37−1.8% | Reduced |
| PDT Partners, LLC | 2,000 | $597.0K | 0.04% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,988 | $593.3K | 0.01% | −65−3.2% | Reduced |
| Flagship Harbor Advisors, LLC | 1,986 | $592.8K | 0.03% | +1,986 | New |
| Calamos Advisors LLC | 1,953 | $583.0K | 0.00% | +1,953 | New |
| MML Investors Services, LLC | 1,952 | $582.8K | 0.00% | −666−25.4% | Reduced |
| Utah Retirement Systems | 1,948 | $581.5K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,910 | $570.3K | 0.00% | +918+92.5% | Added |
| Kestra Private Wealth Services, LLC | 1,895 | $565.7K | 0.01% | +1,895 | New |
| RSM US Wealth Management LLC | 1,893 | $565.1K | 0.01% | +36+1.9% | Added |
| J2 Capital Management Inc | 1,871 | $558.5K | 0.38% | 00.0% | Unchanged |
| DnB Asset Management AS | 1,866 | $557.0K | 0.00% | +1,866 | New |
| Hardy Reed LLC | 1,854 | $553.4K | 0.04% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 1,839 | $549.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,831 | $546.6K | 0.03% | +1,052+135.0% | Added |
| Net Worth Advisory Group | 1,822 | $543.9K | 0.11% | +170+10.3% | Added |
| Cetera Trust Company, N.A | 1,820 | $543.3K | 0.31% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 1,807 | $539.4K | 0.16% | 00.0% | Unchanged |
| Commerce Bank | 1,754 | $523.6K | 0.00% | −24−1.3% | Reduced |
| Mount Lucas Management LP | 1,723 | $514.3K | 0.19% | +1,723 | New |
| Evercore Wealth Management, LLC | 1,720 | $513.4K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 1,699 | $507.2K | 0.00% | −2−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,695 | $506.0K | 0.01% | +425+33.5% | Added |
| EP Wealth Advisors, LLC | 1,676 | $500.3K | 0.00% | −22−1.3% | Reduced |
| Hanlon Investment Management, Inc. | 1,674 | $499.8K | 0.28% | −34−2.0% | Reduced |
| Encompass More Asset Management | 1,663 | $496.4K | 0.08% | +1,663 | New |
| Baker Avenue Asset Management, LP | 1,643 | $490.5K | 0.01% | +1,643 | New |
| Johnson Investment Counsel Inc | 1,637 | $488.7K | 0.00% | +196+13.6% | Added |
| Precision Wealth Strategies, LLC | 1,630 | $486.6K | 0.16% | +69+4.4% | Added |
| Camden Capital, LLC | 1,625 | $485.0K | 0.03% | +381+30.6% | Added |
| Whalen Wealth Management Inc. | 1,587 | $473.7K | 0.25% | +781+96.9% | Added |
| Citizens Financial Group Inc | 1,581 | $471.9K | 0.01% | +1,581 | New |
| Ethic Inc. | 1,572 | $469.1K | 0.01% | +202+14.7% | 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 |
| Fifth Third Wealth Advisors LLC | 1,536 | $458.5K | 0.02% | +303+24.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,515 | $452.0K | 0.00% | +1,162+329.2% | Added |
| Allworth Financial LP | 1,513 | $451.6K | 0.00% | +702+86.6% | Added |
| Callan Family Office, LLC | 1,510 | $450.8K | 0.01% | +13+0.9% | Added |