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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.

Institutional holdersQ1 2026: 657 institutions
Q1 2021: 411 institutionsQ2 2021: 429 institutionsQ3 2021: 426 institutionsQ4 2021: 439 institutionsQ1 2022: 406 institutionsQ2 2022: 382 institutionsQ3 2022: 369 institutionsQ4 2022: 395 institutionsQ1 2023: 421 institutionsQ2 2023: 400 institutionsQ3 2023: 398 institutionsQ4 2023: 437 institutionsQ1 2024: 474 institutionsQ2 2024: 471 institutionsQ3 2024: 514 institutionsQ4 2024: 584 institutionsQ1 2025: 551 institutionsQ2 2025: 566 institutionsQ3 2025: 629 institutionsQ4 2025: 636 institutionsQ1 2026: 657 institutionsQ2 2026: 714 institutions
Value heldQ1 2026: $10.5B
Q1 2021: $4.93BQ2 2021: $5.03BQ3 2021: $4.64BQ4 2021: $4.67BQ1 2022: $3.78BQ2 2022: $2.98BQ3 2022: $2.66BQ4 2022: $3.58BQ1 2023: $3.75BQ2 2023: $4.14BQ3 2023: $4.59BQ4 2023: $5.70BQ1 2024: $6.47BQ2 2024: $7.04BQ3 2024: $8.41BQ4 2024: $9.23BQ1 2025: $6.87BQ2 2025: $9.65BQ3 2025: $11.7BQ4 2025: $11.9BQ1 2026: $10.5BQ2 2026: $12.2B
Institutions holding EVR and their total value by quarter
QuarterHoldersValue
Q2 2026714$12.2B
Q1 2026657$10.5B
Q4 2025636$11.9B
Q3 2025629$11.7B
Q2 2025566$9.65B
Q1 2025551$6.87B
Q4 2024584$9.23B
Q3 2024514$8.41B
Q2 2024471$7.04B
Q1 2024474$6.47B
Q4 2023437$5.70B
Q3 2023398$4.59B
Q2 2023400$4.14B
Q1 2023421$3.75B
Q4 2022395$3.58B
Q3 2022369$2.66B
Q2 2022382$2.98B
Q1 2022406$3.78B
Q4 2021439$4.67B
Q3 2021426$4.64B
Q2 2021429$5.03B
Q1 2021411$4.93B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q4 2025.

Institutions holding EVR in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Danske Bank A/S20$5.97K0.00%−80−80.0%Reduced
JPL Wealth Management, LLC19$5.67K0.00%+19New
American National Bank19$5.67K0.00%+18+1,800.0%Added
Activest Wealth Management17$5.08K0.00%−7−29.2%Reduced
Bogart Wealth, LLC15$4.48K0.00%+6+66.7%Added
Moisand Fitzgerald Tamayo, LLC14$4.18K0.00%00.0%Unchanged
Rialto Wealth Management, LLC14$4.18K0.00%+2+16.7%Added
Altshuler Shaham Ltd14$4.18K0.00%+1+7.7%Added
Innovative Asset Advisors Group, LLC14$4.18K0.00%+14New
Atlantic Trust, LLC12$3.58K0.00%+1+9.1%Added
Atlas Capital Advisors LLC12$3.58K0.00%00.0%Unchanged
Sunbelt Securities, Inc.11$3.28K0.00%00.0%Unchanged
Sound Income Strategies, LLC10$3.01K0.00%00.0%Unchanged
Rossby Financial, LCC10$3.01K0.00%+6+150.0%Added
Navigoe, LLC13$3.00K0.00%00.0%Unchanged
WPG Advisers, LLC10$2.98K0.00%00.0%Unchanged
MidFirst Bank10$2.98K0.00%+10New
Westfuller Advisors, LLC10$2.86K0.00%−1−9.1%Reduced
High Note Wealth, LLC9$2.69K0.00%00.0%Unchanged
South State Corp.9$2.69K0.00%+3+50.0%Added
Cornerstone Planning Group LLC8$2.61K0.00%−6−42.9%Reduced
Creative Financial Designs Inc8$2.39K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.8$2.39K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC8$2.39K0.00%+1+14.3%Added
Hughes Financial Services, LLC8$2.39K0.00%+1+14.3%Added
Bay Harbor Wealth Management, LLC8$2.39K0.00%+4+100.0%Added
Highline Wealth Partners LLC8$2.39K0.00%+8New
ZRC Wealth Management, LLC7$2.09K0.00%−6−46.2%Reduced
DiNuzzo Private Wealth, Inc.6$1.79K0.00%00.0%Unchanged
MCF Advisors LLC6$1.79K0.00%+6New
Wealth Enhancement Trust Services, Inc.6$1.79K0.00%00.0%Unchanged
Signature Equity Partners, LLC5$1.49K0.00%−15−75.0%Reduced
Annis Gardner Whiting Capital Advisors, LLC5$1.49K0.00%00.0%Unchanged
Cromwell Holdings LLC5$1.49K0.00%00.0%Unchanged
Front Row Advisors LLC5$1.49K0.00%+5New
Investors Portfolio Services LLC4$1.34K0.00%−1−20.0%Reduced
Capital Advisors, Ltd. LLC2$1.00K0.00%00.0%Unchanged
Avion Wealth4$1.00K0.00%−1−20.0%Reduced
AdvisorNet Financial, Inc3$8960.00%00.0%Unchanged
Crewe Advisors LLC3$8960.00%00.0%Unchanged
Bruce G. Allen Investments, LLC3$8960.00%00.0%Unchanged
HFM Investment Advisors, LLC3$8960.00%00.0%Unchanged
Vermillion Wealth Management, Inc.3$8960.00%+3New
Atlantic Private Wealth, LLC2$5990.00%00.0%Unchanged
Sachetta, LLC2$5980.00%+2New
American Capital Advisory, LLC2$5980.00%+2New
Financial Management Professionals, Inc.2$5970.00%00.0%Unchanged
Bare Financial Services, Inc2$5970.00%+2New
Abound Wealth Management1$3950.00%00.0%Unchanged
Salomon & Ludwin, LLC1$3050.00%−40−97.6%Reduced
Leonteq Securities AG1$2990.00%−3−75.0%Reduced
Kayne Anderson Rudnick Investment Management LLC1$2990.00%00.0%Unchanged
USA Financial Portformulas Corp1$2990.00%00.0%Unchanged
Caitlin John, LLC1$2990.00%00.0%Unchanged
MV Capital Management, Inc.1$2990.00%+1New
Curio Wealth, LLC1$2990.00%+1New
Raleigh Capital Management Inc.0$110.00%0Unchanged
Azora Capital LP0$00.00%−118,110−100.0%Sold out
Driehaus Capital Management LLC0$00.00%−86,785−100.0%Sold out
Basswood Capital Management, L.L.C.0$00.00%−69,797−100.0%Sold out
Jain Global LLC0$00.00%−66,650−100.0%Sold out
Thames Capital Management LLC0$00.00%−46,881−100.0%Sold out
Cinctive Capital Management LP0$00.00%−32,661−100.0%Sold out
Granite Investment Partners, LLC0$00.00%−28,606−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−19,000−100.0%Sold out
Prevail Innovative Wealth Advisors, LLC0$00.00%−14,450−100.0%Sold out
Triasima Portfolio Management inc.0$00.00%−13,096−100.0%Sold out
F/M Investments LLC0$00.00%−10,253−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−9,788−100.0%Sold out
Walleye Trading LLC0$00.00%−9,474−100.0%Sold out
Verition Fund Management LLC0$00.00%−9,100−100.0%Sold out
Consolidated Planning Corp0$00.00%−8,325−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−7,202−100.0%Sold out
NLB Skladi, upravljanje premozenja, d.o.o.0$00.00%−6,000−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−5,749−100.0%Sold out
Symmetry Investments LP0$00.00%−4,280−100.0%Sold out
Runnymede Capital Advisors, Inc.0$00.00%−3,607−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−3,179−100.0%Sold out
Quest Partners LLC0$00.00%−3,127−100.0%Sold out
Friedenthal Financial0$00.00%−2,741−100.0%Sold out
Sierra Summit Advisors LLC0$00.00%−2,581−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−2,237−100.0%Sold out
Fieldview Capital Management, LLC0$00.00%−1,787−100.0%Sold out
Dakota Wealth Management0$00.00%−1,707−100.0%Sold out
Northwest & Ethical Investments L.P.0$00.00%−1,532−100.0%Sold out
National Asset Management, Inc.0$00.00%−1,491−100.0%Sold out
Keybank National Association0$00.00%−1,462−100.0%Sold out
Optimize Financial Inc0$00.00%−1,436−100.0%Sold out
Cambria Investment Management, L.P.0$00.00%−1,222−100.0%Sold out
Massar Capital Management, LP0$00.00%−1,197−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−1,036−100.0%Sold out
Childress Capital Advisors, LLC0$00.00%−1,027−100.0%Sold out
Versor Investments LP0$00.00%−1,000−100.0%Sold out
Forum Financial Management, LP0$00.00%−926−100.0%Sold out
Perigon Wealth Management, LLC0$00.00%−907−100.0%Sold out
Acadian Asset Management LLC0$00.00%−870−100.0%Sold out
Valeo Financial Advisors, LLC0$00.00%−825−100.0%Sold out
L2 Asset Management, LLC0$00.00%−821−100.0%Sold out
Ingalls & Snyder LLC0$00.00%−746−100.0%Sold out
Caerus Investment Advisors, LLC0$00.00%−731−100.0%Sold out