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 |
|---|---|---|---|---|---|
| Sym Financial Corp | 773 | $230.7K | 0.02% | +14+1.8% | Added |
| Anb Bank | 771 | $230.2K | 0.09% | +2+0.3% | Added |
| Greenspring Advisors, LLC | 770 | $229.9K | 0.01% | −53−6.4% | Reduced |
| Advisor OS, LLC | 758 | $226.3K | 0.02% | +758 | New |
| Parsons Capital Management Inc | 750 | $223.9K | 0.01% | +750 | New |
| Versant Capital Management, Inc | 745 | $222.4K | 0.02% | +122+19.6% | Added |
| Beese Fulmer Investment Management, Inc. | 741 | $221.2K | 0.01% | +741 | New |
| Cypress Capital, LLC | 737 | $220.0K | 0.06% | +43+6.2% | Added |
| Aster Capital Management (DIFC) Ltd | 1,084 | $216.5K | 0.07% | +1,047+2,829.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 725 | $216.4K | 0.00% | +725 | New |
| Concurrent Investment Advisors, LLC | 719 | $214.7K | 0.00% | +719 | New |
| Kingsview Wealth Management, LLC | 710 | $211.9K | 0.00% | −9,862−93.3% | Reduced |
| Matauro, LLC | 707 | $211.1K | 0.03% | 00.0% | Unchanged |
| Abel Hall, LLC | 705 | $210.4K | 0.04% | −58−7.6% | Reduced |
| Foster & Motley Inc | 699 | $209.0K | 0.01% | −49−6.6% | Reduced |
| Retirement Guys Formula LLC | 694 | $207.1K | 0.10% | +16+2.4% | Added |
| Sentinus, LLC | 692 | $206.6K | 0.02% | +692 | New |
| R Squared Ltd | 690 | $206.0K | 0.11% | +690 | New |
| Inceptionr LLC | 685 | $204.5K | 0.05% | −1,706−71.4% | Reduced |
| National Bank of Canada | 684 | $204.1K | 0.00% | −461−40.3% | Reduced |
| Destination Wealth Management | 681 | $203.3K | 0.01% | +54+8.6% | Added |
| Northwest Wealth Management, LLC | 680 | $203.0K | 0.03% | +680 | New |
| Astoria Portfolio Advisors LLC. | 583 | $202.8K | 0.04% | +583 | New |
| Denali Advisors LLC | 671 | $200.3K | 0.02% | +2+0.3% | Added |
| Hamilton Capital Partners Inc. | 668 | $199.4K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 640 | $191.0K | 0.00% | −49−7.1% | Reduced |
| Central Pacific Bank - Trust Division | 570 | $170.2K | 0.02% | +20+3.6% | Added |
| Umb Bank N A | 566 | $169.0K | 0.00% | +37+7.0% | Added |
| Root Financial Partners, LLC | 558 | $166.6K | 0.01% | +354+173.5% | Added |
| TD Private Client Wealth LLC | 556 | $166.0K | 0.00% | −17−3.0% | Reduced |
| Ronald Blue Trust, Inc. | 548 | $163.3K | 0.00% | −320−36.9% | Reduced |
| Twin Tree Management, LP | 535 | $159.7K | 0.03% | +535 | New |
| Zions Bancorporation, National Association | 495 | $147.8K | 0.01% | −2,512−83.5% | Reduced |
| IFP Advisors, Inc | 454 | $135.5K | 0.00% | +225+98.3% | Added |
| Employees Retirement System of Texas | 434 | $130.0K | 0.00% | +434 | New |
| True Wealth Design, LLC | 367 | $109.6K | 0.03% | +117+46.8% | Added |
| AlphaCentric Advisors LLC | 272 | $81.2K | 0.08% | +272 | New |
| Massmutual Trust Co FSB | 267 | $79.7K | 0.00% | +26+10.8% | Added |
| Bessemer Group Inc | 257 | $77.0K | 0.00% | +43+20.1% | Added |
| WealthCollab, LLC | 238 | $71.0K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 236 | $70.5K | 0.01% | +121+105.2% | Added |
| Eurizon Capital SGR S.p.A. | 241 | $69.1K | 0.00% | +139+136.3% | Added |
| Signaturefd, LLC | 225 | $67.2K | 0.00% | −6−2.6% | Reduced |
| Nomura Asset Management Co Ltd | 220 | $65.7K | 0.00% | −12,350−98.2% | Reduced |
| Smartleaf Asset Management LLC | 218 | $62.4K | 0.00% | +10+4.8% | Added |
| Piscataqua Savings Bank | 180 | $53.7K | 0.04% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 172 | $51.3K | 0.00% | +127+282.2% | Added |
| Cullen/Frost Bankers, Inc. | 166 | $49.6K | 0.00% | +39+30.7% | Added |
| Cedar Mountain Advisors, LLC | 165 | $49.3K | 0.01% | +165 | New |
| Assetmark, Inc | 158 | $47.2K | 0.00% | +3+1.9% | Added |
| Larson Financial Group LLC | 152 | $45.4K | 0.00% | +111+270.7% | Added |
| State of Wyoming | 147 | $43.9K | 0.01% | −72−32.9% | Reduced |
| Covestor Ltd | 135 | $41.0K | 0.03% | −87−39.2% | Reduced |
| Key Financial Inc | 137 | $40.9K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 132 | $39.4K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 129 | $38.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 126 | $37.6K | 0.00% | −48−27.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 123 | $36.7K | 0.00% | +2+1.7% | Added |
| Bell Investment Advisors, Inc | 122 | $36.4K | 0.01% | +16+15.1% | Added |
| Group One Trading, L.P. | 113 | $33.7K | 0.00% | +65+135.4% | Added |
| Palladiem, LLC | 100 | $33.5K | 0.03% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 109 | $32.5K | 0.01% | −1,393−92.7% | Reduced |
| NBC Securities, Inc. | 102 | $30.4K | 0.00% | +1+1.0% | Added |
| Opal Wealth Advisors, LLC | 98 | $29.3K | 0.01% | +98 | New |
| Keating Financial Advisory Services, Inc. | 96 | $28.7K | 0.00% | −10−9.4% | Reduced |
| CVA Family Office, LLC | 94 | $28.1K | 0.00% | +32+51.6% | Added |
| Kemnay Advisory Services Inc. | 94 | $28.1K | 0.00% | +94 | New |
| Parkside Financial Bank & Trust | 91 | $27.2K | 0.00% | −15−14.2% | Reduced |
| Basecamp Wealth Advisors LLC | 89 | $26.6K | 0.01% | +67+304.5% | Added |
| Owl Creek Wealth Partners LLC | 87 | $26.0K | 0.01% | +87 | New |
| Hurley Capital, LLC | 87 | $25.9K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 80 | $24.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 76 | $22.7K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 75 | $22.4K | 0.00% | +75 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 69 | $20.6K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 68 | $20.4K | 0.01% | +68 | New |
| Harbor Asset Planning, Inc. | 67 | $20.0K | 0.02% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 63 | $18.8K | 0.00% | +63 | New |
| Manchester Capital Management LLC | 61 | $18.2K | 0.00% | +1+1.7% | Added |
| Bryn Mawr Trust Co | 60 | $17.9K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 60 | $17.9K | 0.00% | +2+3.4% | Added |
| Tradewinds Capital Management, LLC | 55 | $16.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 49 | $14.7K | 0.00% | +1+2.1% | Added |
| Smithfield Trust Co | 42 | $13.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 43 | $12.8K | 0.00% | −72−62.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 40 | $12.8K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 41 | $12.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 39 | $11.9K | 0.00% | −1−2.5% | Reduced |
| JFS Wealth Advisors, LLC | 38 | $11.3K | 0.00% | +1+2.7% | Added |
| Mather Group, LLC. | 34 | $10.1K | 0.00% | +34 | New |
| Farmers & Merchants Investments Inc | 33 | $9.85K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 32 | $9.55K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $9.55K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 26 | $7.76K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 26 | $7.76K | 0.00% | +26 | New |
| Whipplewood Advisors, LLC | 24 | $7.16K | 0.00% | +24 | New |
| Ancora Advisors, LLC | 23 | $6.87K | 0.00% | −57−71.3% | Reduced |
| Toth Financial Advisory Corp | 22 | $6.57K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $6.27K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 21 | $6.27K | 0.00% | +1+5.0% | Added |