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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 1,509 | $450.4K | 0.00% | −231−13.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,495 | $446.3K | 0.04% | −150−9.1% | Reduced |
| 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 |
| Transcend Wealth Collective, LLC | 1,424 | $425.1K | 0.03% | +333+30.5% | Added |
| Quadrant Capital Group LLC | 1,403 | $418.8K | 0.01% | −41−2.8% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,400 | $417.9K | 0.12% | 00.0% | Unchanged |
| Pinebridge Investments LLC | 1,382 | $412.5K | 0.00% | +1,382 | New |
| Diametric Capital, LP | 1,381 | $412.2K | 0.11% | +1,381 | New |
| Fielder Capital Group LLC | 1,380 | $411.9K | 0.09% | −15−1.1% | Reduced |
| Great Lakes Advisors, LLC | 1,347 | $402.2K | 0.00% | −42−3.0% | Reduced |
| Toronto Dominion Bank | 1,345 | $402.0K | 0.00% | −389−22.4% | Reduced |
| HGK Asset Management Inc | 1,341 | $400.3K | 0.06% | −1,416−51.4% | Reduced |
| Custom Index Systems, LLC | 1,333 | $397.9K | 0.17% | +130+10.8% | Added |
| Ritholtz Wealth Management | 1,325 | $395.4K | 0.01% | −180−12.0% | Reduced |
| Everence Capital Management Inc | 1,302 | $389.0K | 0.02% | +422+48.0% | Added |
| Wealthspire Advisors, LLC | 1,299 | $387.8K | 0.00% | −158−10.8% | Reduced |
| Benjamin Edwards Inc | 1,292 | $385.7K | 0.00% | +435+50.8% | Added |
| Shelton Capital Management | 1,268 | $378.5K | 0.01% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 1,254 | $374.3K | 0.15% | 00.0% | Unchanged |
| First Bank & Trust | 1,247 | $372.2K | 0.06% | +12+1.0% | Added |
| Jefferies Financial Group Inc. | 1,241 | $370.4K | 0.00% | −7,036−85.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,200 | $365.9K | 0.01% | −62−4.9% | Reduced |
| Magnetar Financial LLC | 1,222 | $364.8K | 0.00% | +1,222 | New |
| Lido Advisors, LLC | 1,203 | $359.0K | 0.00% | +82+7.3% | Added |
| CIBC Asset Management Inc | 1,193 | $356.1K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 1,182 | $352.8K | 0.00% | +46+4.0% | Added |
| United Capital Financial Advisers, LLC | 1,181 | $352.5K | 0.00% | +30+2.6% | Added |
| Wedmont Private Capital | 1,081 | $352.4K | 0.01% | +166+18.1% | Added |
| AlphaGrep UK Ltd | 1,177 | $351.3K | 0.10% | +1,177 | New |
| KBC Group NV | 1,177 | $351.0K | 0.00% | +92+8.5% | Added |
| Brevan Howard Capital Management LP | 1,163 | $347.2K | 0.00% | +1,163 | New |
| Vann Equity Management LLC | 1,159 | $346.1K | 0.25% | +1,159 | New |
| Laird Norton Trust Company, LLC | 1,143 | $341.2K | 0.01% | −29−2.5% | Reduced |
| Qtron Investments LLC | 1,128 | $336.7K | 0.05% | +1,128 | New |
| AE Wealth Management LLC | 1,117 | $333.6K | 0.00% | −55−4.7% | Reduced |
| CIBC World Markets Inc. | 1,117 | $333.4K | 0.00% | +180+19.2% | Added |
| Hantz Financial Services, Inc. | 1,111 | $332.0K | 0.01% | +475+74.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,108 | $331.0K | 0.00% | −59−5.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,103 | $329.1K | 0.00% | +134+13.8% | Added |
| 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 |
| Legacy Financial Independent Advisors LLC | 1,084 | $323.6K | 0.17% | +1,084 | New |
| North Dakota State Investment Board | 1,078 | $321.8K | 0.01% | −226−17.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,050 | $315.4K | 0.01% | +868+476.9% | Added |
| Centurion Wealth Management LLC | 1,050 | $313.4K | 0.07% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,048 | $312.8K | 0.08% | +456+77.0% | Added |
| VestGen Advisors, LLC | 902 | $307.6K | 0.01% | +902 | New |
| Joel Isaacson & Co., LLC | 1,023 | $305.4K | 0.01% | +2+0.2% | Added |
| Private Client Services, LLC | 1,023 | $305.4K | 0.09% | −1,837−64.2% | Reduced |
| Park Avenue Securities LLC | 1,020 | $304.0K | 0.00% | +191+23.0% | Added |
| QTR Family Wealth, LLC | 849 | $303.6K | 0.13% | +849 | New |
| 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 |
| Farther Finance Advisors, LLC | 989 | $298.1K | 0.00% | +185+23.0% | Added |
| 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 |
| NewEdge Wealth, LLC | 990 | $295.5K | 0.00% | −127−11.4% | Reduced |
| Parallel Advisors, LLC | 984 | $293.9K | 0.01% | +39+4.1% | Added |
| Linden Thomas Advisory Services, LLC | 980 | $292.5K | 0.03% | −24−2.4% | Reduced |
| Narus Financial Partners, LLC | 979 | $292.2K | 0.08% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 971 | $289.8K | 0.01% | +99+11.4% | Added |
| Moody Aldrich Partners LLC | 965 | $288.1K | 0.05% | −22−2.2% | Reduced |
| Sagespring Wealth Partners, LLC | 952 | $284.2K | 0.01% | +3+0.3% | Added |
| Evergreen Capital Management LLC | 951 | $283.9K | 0.01% | +951 | New |
| Advyzon Investment Management, LLC | 914 | $272.8K | 0.02% | +274+42.8% | Added |
| PCM Encore, LLC | 912 | $272.4K | 0.06% | +2+0.2% | Added |
| Jackson Thornton Asset Management, LLC | 806 | $272.3K | 0.02% | +109+15.6% | Added |
| Dundas Partners LLP | 906 | $270.4K | 0.02% | −163−15.2% | Reduced |
| Atomi Financial Group, Inc. | 905 | $270.2K | 0.01% | −247−21.4% | Reduced |
| Portside Wealth Group, LLC | 905 | $270.2K | 0.04% | −42−4.4% | Reduced |
| Exchange Traded Concepts, LLC | 901 | $269.0K | 0.00% | −26−2.8% | Reduced |
| Brown Miller Wealth Management, LLC | 894 | $266.9K | 0.08% | +67+8.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 892 | $266.3K | 0.01% | +4+0.5% | Added |
| Norden Group LLC | 891 | $266.1K | 0.03% | −80−8.2% | Reduced |
| Azimuth Capital Investment Management LLC | 890 | $265.7K | 0.01% | +90+11.3% | Added |
| Profund Advisors LLC | 871 | $260.0K | 0.01% | +38+4.6% | Added |
| Daymark Wealth Partners, LLC | 858 | $256.1K | 0.01% | +858 | New |
| Savant Capital, LLC | 851 | $254.2K | 0.00% | +222+35.3% | Added |
| Investment House LLC | 850 | $253.7K | 0.01% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 850 | $253.7K | 0.02% | +13+1.6% | Added |
| Oppenheimer & Co Inc | 848 | $253.1K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 846 | $252.4K | 0.02% | +130+18.2% | Added |
| Index Technologies Group LLC | 845 | $252.2K | 0.27% | +158+23.0% | Added |
| Banque Pictet & Cie SA | 844 | $251.9K | 0.00% | −1,513−64.2% | Reduced |
| Optas, LLC | 829 | $247.5K | 0.04% | +187+29.1% | Added |
| Clearstead Advisors, LLC | 813 | $242.7K | 0.00% | +615+310.6% | Added |
| Inscription Capital, LLC | 807 | $241.0K | 0.03% | −114−12.4% | Reduced |
| Empowered Funds, LLC | 807 | $240.9K | 0.00% | −921−53.3% | Reduced |
| Ausdal Financial Partners, Inc. | 804 | $240.2K | 0.01% | +127+18.8% | Added |
| Hilltop Holdings Inc. | 804 | $240.0K | 0.02% | −273−25.3% | Reduced |
| Indivisible Partners | 801 | $239.0K | 0.02% | +801 | New |
| Planned Solutions, Inc. | 800 | $238.8K | 0.08% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 792 | $236.4K | 0.00% | +792 | New |
| Symphony Financial, Ltd. Co. | 793 | $236.2K | 0.03% | +793 | New |
| Pekin Hardy Strauss, Inc. | 785 | $234.3K | 0.02% | −285−26.6% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 773 | $230.7K | 0.02% | −156−16.8% | Reduced |