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Evercore Inc.

EVR
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NYSE
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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.

Q2 2026 vs. Q1 2026

How the institutions holding Evercore Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of EVR: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders6578714+65
Shares35.2M185.7K35.9M+824.3K (+2.4%)
Value$10.5B$55.4M$12.2B+$1.79B (+17.1%)

8 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (111)

Institutions that held Evercore Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 111 by value.

Institutions new to EVR in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank417,041$142.4M0.01%
Azora Capital LP186,028$63.5M2.68%
Jupiter Topco LLC132,403$45.2M0.02%
Flputnam Investment Management Co73,592$25.1M0.30%
Driehaus Capital Management LLC62,852$21.5M0.12%
Jain Global LLC45,101$15.4M0.18%
Zurich Insurance Group Ltd35,515$12.1M0.08%
Walter Public Investments Inc.34,369$11.7M2.82%
Capital Fund Management S.A.25,238$8.62M0.06%
Cinctive Capital Management LP22,649$7.73M0.31%
Philadelphia Financial Management of San Francisco, LLC21,191$7.24M1.98%
Convergence Investment Partners, LLC17,656$6.03M0.57%
Alberta Investment Management Corp15,200$5.19M0.03%
NFJ Investment Group, LLC14,986$5.12M0.17%
Oak Harvest Investment Services14,733$5.03M0.47%
Virginia Retirement Systems Et Al13,140$4.49M0.03%
Apollon Wealth Management, LLC10,738$3.67M0.04%
Aurora Investment Counsel6,658$2.27M1.17%
Twinbeech Capital LP6,600$2.25M0.41%
L2 Asset Management, LLC6,449$2.20M0.23%
Bank of Nova Scotia5,747$1.96M0.00%
IMC-Chicago, LLC5,745$1.96M0.02%
New York Life Investment Management LLC4,859$1.66M0.01%
Fox Run Management, L.L.C.4,730$1.62M0.27%
Caxton Associates LLP4,728$1.61M0.03%
Capricorn Fund Managers Ltd4,700$1.60M0.13%
RFG Advisory, LLC3,750$1.28M0.02%
Atom Investors LP3,502$1.20M0.11%
Vestmark Advisory Solutions, Inc.2,970$1.01M0.01%
Novem Group2,888$986.3K0.10%
Susquehanna Fundamental Investments, LLC2,824$964.2K0.02%
First National Bank of Hutchinson2,582$881.6K0.48%
Marshall Financial Group LLC2,373$810.3K0.12%
Gardner Lewis Asset Management L P2,230$761.4K0.17%
Diversify Advisory Services, LLC2,025$688.7K0.01%
iA Global Asset Management Inc.1,855$633.0K0.01%
Roberts Glore & Co Inc1,780$607.8K0.15%
Winton Group Ltd1,680$573.6K0.02%
AlphaCore Capital LLC1,680$573.6K0.01%
Centiva Capital, LP1,520$519.0K0.02%
West Family Investments, Inc.1,491$509.1K0.15%
Prudential PLC1,404$479.4K0.00%
Procyon Private Wealth Partners, LLC1,391$474.9K0.02%
denkapparat Operations GmbH1,196$408.4K0.13%
1832 Asset Management L.P.1,173$400.5K0.00%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.1,120$382.4K0.01%
Riversedge Advisors, LLC1,082$369.5K0.05%
Proficio Capital Partners LLC1,073$366.4K0.01%
Jump Financial, LLC1,046$357.1K0.00%
Nykredit A/S1,039$354.8K0.00%
Private Advisor Group, LLC1,009$344.5K0.00%
Lighthouse Investment Partners, LLC971$331.5K0.01%
Caerus Investment Advisors, LLC901$307.6K0.10%
Allegiance Financial Group Advisory Services LLC858$293.0K0.05%
Mission Wealth Management, LP846$288.9K0.00%
New England Research & Management, Inc.831$283.7K0.11%
Lazard Asset Management LLC815$278.3K0.00%
Paradigm Asset Management Co LLC800$273.2K0.06%
Storgate, LLC784$267.7K0.06%
DRW Securities, LLC779$266.0K0.02%
Global Retirement Partners, LLC767$261.9K0.00%
Vinva Investment Management Ltd512$249.1K0.00%
StoneX Group Inc.721$246.2K0.01%
QRG Capital Management, Inc.718$245.2K0.00%
Westpac Banking Corp710$242.4K0.01%
Perpetual Ltd710$242.4K0.00%
TCG Advisory Services, LLC703$240.2K0.00%
Knightsbridge Asset Management, LLC658$224.7K0.03%
Frec Markets, Inc.649$221.6K0.02%
Trust Point Inc.648$221.3K0.02%
Ashton Thomas Private Wealth, LLC647$220.9K0.00%
Abundance Wealth Counselors644$219.9K0.01%
Mutual Advisors, LLC642$219.2K0.00%
Keybank National Association640$218.5K0.00%
Investment Research Partners LLC636$217.2K0.07%
GW Henssler & Associates Ltd629$214.8K0.01%
PDS Planning, Inc628$214.4K0.01%
Childress Capital Advisors, LLC628$214.4K0.04%
Cambria Investment Management, L.P.623$212.7K0.01%
Rafferty Asset Management, LLC610$208.3K0.00%
Claro Advisors LLC606$206.9K0.02%
Perigon Wealth Management, LLC600$204.8K0.00%
Dorsey & Whitney Trust CO LLC600$204.7K0.01%
Marex Group plc598$204.2K0.00%
HMS Capital Management, LLC586$200.2K0.07%
Daiwa Securities Group Inc.381$130.1K0.00%
Fedenia Advisers LLC84$28.7K0.01%
Action Point Financial Planning, LLC62$20.8K0.00%
Ameriflex Group, Inc.48$16.4K0.01%
Regatta Research & Money Management40$13.5K0.01%
Quantbot Technologies LP35$11.9K0.00%
Persistent Asset Partners Ltd32$10.9K0.00%
Silver Grove Financial Group, Inc.29$9.90K0.01%
Park Place Capital Corp20$6.83K0.00%
Keb Asset Management, LLC16$5.46K0.00%
Meeder Asset Management Inc15$5.12K0.00%
SOA Wealth Advisors, LLC.14$4.78K0.00%
Tounjian Advisory Partners, LLC14$4.71K0.00%
Asset Dedication, LLC8$2.73K0.00%
Creative Capital Management Investments LLC8$2.73K0.00%

Sold out (46)

Institutions that held Evercore Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of EVR in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Marshall Wace, LLP109,630$32.7M
Junto Capital Management LP74,760$22.3M
Citadel Advisors LLC66,075$19.7M
Susquehanna Portfolio Strategies, LLC54,206$16.2M
Trexquant Investment LP30,884$9.22M
University of Texas/Texas Am Investment Managment Co17,781$5.31M
PEAK6 LLC17,138$5.12M
Polar Asset Management Partners Inc.14,457$4.32M
Aquatic Capital Management LLC6,707$2.00M
VARCOV Co.2,583$771.1K
Lecap Asset Management Ltd2,560$764.2K
PDT Partners, LLC2,000$597.0K
Hanlon Investment Management, Inc.1,674$499.8K
Evoke Wealth, LLC1,553$463.6K
Diametric Capital, LP1,381$412.2K
Benjamin Edwards Inc1,292$385.7K
Vann Equity Management LLC1,159$346.1K
Bridgefront Capital, LLC1,048$312.8K
Private Client Services, LLC1,023$305.4K
Gruss & Co., LLC1,000$298.5K
Levin Capital Strategies, L.P.1,000$298.5K
Intercapital, LLC1,000$298.5K
Advyzon Investment Management, LLC914$272.8K
Dundas Partners LLP906$270.4K
Brown Miller Wealth Management, LLC894$266.9K
Capital Performance Advisors LLP846$252.4K
Ausdal Financial Partners, Inc.804$240.2K
Indivisible Partners801$239.0K
Aster Capital Management (DIFC) Ltd1,084$216.5K
Foster & Motley Inc699$209.0K
R Squared Ltd690$206.0K
Inceptionr LLC685$204.5K
Root Financial Partners, LLC558$166.6K
Twin Tree Management, LP535$159.7K
Palladiem, LLC100$33.5K
Opal Wealth Advisors, LLC98$29.3K
Kemnay Advisory Services Inc.94$28.1K
Twin Peaks Wealth Advisors, LLC63$18.8K
Scarborough Advisors, LLC26$7.76K
Ancora Advisors, LLC23$6.87K
Innovative Asset Advisors Group, LLC14$4.18K
Sound Income Strategies, LLC10$3.01K
MCF Advisors LLC6$1.79K
Annis Gardner Whiting Capital Advisors, LLC5$1.49K
Vermillion Wealth Management, Inc.3$896
Curio Wealth, LLC1$299

Not filed for Q2 2026 yet (8)

Institutions that held Evercore Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EVR in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC127,872$38.2M
CWM, LLC39,349$11.7M
DGS Capital Management, LLC9,031$2.70M
U.S. Capital Wealth Advisors, LLC4,932$1.47M
Skopos Labs, Inc.2,291$683.7K
Journey Strategic Wealth LLC2,189$653.4K
Sunbelt Securities, Inc.11$3.28K
USA Financial Portformulas Corp1$299