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, Q2 2026
Institutional positions in Evercore Inc. as of Jun 30, 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
- 714
- +65 vs. Q1 2026
- Shares held
- 35.9M
- +824.3K (+2.4%) vs. Q1 2026
- Total value
- $12.2B
- +$1.79B (+17.1%) vs. Q1 2026
- New holders
- 111
- 258 more added
- Sold out
- 46
- 241 more reduced
8 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Close Asset Management Ltd | 80 | $27.0K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 84 | $28.7K | 0.01% | +84 | New |
| Elevated Capital Advisors, LLC | 84 | $28.7K | 0.01% | −25−22.9% | Reduced |
| Hurley Capital, LLC | 87 | $29.7K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 89 | $30.4K | 0.00% | −2−2.2% | Reduced |
| Owl Creek Wealth Partners LLC | 92 | $31.4K | 0.01% | +5+5.7% | Added |
| Basecamp Wealth Advisors LLC | 105 | $35.9K | 0.01% | +16+18.0% | Added |
| CVA Family Office, LLC | 108 | $36.9K | 0.00% | +14+14.9% | Added |
| Fortitude Family Office, LLC | 111 | $37.9K | 0.01% | +51+85.0% | Added |
| NBC Securities, Inc. | 112 | $38.2K | 0.00% | +10+9.8% | Added |
| Bell Investment Advisors, Inc | 122 | $41.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 123 | $42.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 125 | $42.7K | 0.00% | −4−3.1% | Reduced |
| Covestor Ltd | 126 | $43.0K | 0.02% | −9−6.7% | Reduced |
| Walleye Capital LLC | 126 | $43.0K | 0.00% | −6,071−98.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 134 | $45.8K | 0.01% | +38+39.6% | Added |
| V-Square Quantitative Management LLC | 135 | $46.1K | 0.00% | +59+77.6% | Added |
| Key Financial Inc | 137 | $46.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 141 | $48.1K | 0.00% | +15+11.9% | Added |
| Larson Financial Group LLC | 153 | $52.3K | 0.00% | +1+0.7% | Added |
| Assetmark, Inc | 163 | $55.7K | 0.00% | +5+3.2% | Added |
| Cedar Mountain Advisors, LLC | 165 | $56.3K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 170 | $57.9K | 0.00% | +4+2.4% | Added |
| GHP Investment Advisors, Inc. | 172 | $58.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 173 | $59.1K | 0.00% | −47−21.4% | Reduced |
| Piscataqua Savings Bank | 180 | $61.5K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 186 | $63.6K | 0.00% | −50−21.2% | Reduced |
| Smartleaf Asset Management LLC | 218 | $73.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 225 | $76.8K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 227 | $77.5K | 0.07% | −866−79.2% | Reduced |
| Massmutual Trust Co FSB | 234 | $79.9K | 0.00% | −33−12.4% | Reduced |
| WealthCollab, LLC | 238 | $81.3K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 247 | $84.3K | 0.00% | −566−69.6% | Reduced |
| Group One Trading, L.P. | 276 | $94.2K | 0.00% | +163+144.2% | Added |
| Bessemer Group Inc | 295 | $100.0K | 0.00% | +38+14.8% | Added |
| Daiwa Securities Group Inc. | 381 | $130.1K | 0.00% | +381 | New |
| Employees Retirement System of Texas | 434 | $148.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 467 | $159.5K | 0.01% | −28−5.7% | Reduced |
| True Wealth Design, LLC | 524 | $178.9K | 0.04% | +157+42.8% | Added |
| Ronald Blue Trust, Inc. | 556 | $189.7K | 0.00% | +8+1.5% | Added |
| TD Private Client Wealth LLC | 563 | $192.2K | 0.00% | +7+1.3% | Added |
| Central Pacific Bank - Trust Division | 570 | $194.6K | 0.02% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 584 | $197.7K | 0.00% | +343+142.3% | Added |
| Umb Bank N A | 580 | $198.0K | 0.00% | +14+2.5% | Added |
| HMS Capital Management, LLC | 586 | $200.2K | 0.07% | +586 | New |
| AlphaCentric Advisors LLC | 592 | $202.1K | 0.17% | +320+117.6% | Added |
| Cypress Capital, LLC | 597 | $203.8K | 0.06% | −140−19.0% | Reduced |
| Marex Group plc | 598 | $204.2K | 0.00% | +598 | New |
| Dorsey & Whitney Trust CO LLC | 600 | $204.7K | 0.01% | +600 | New |
| Perigon Wealth Management, LLC | 600 | $204.8K | 0.00% | +600 | New |
| Claro Advisors LLC | 606 | $206.9K | 0.02% | +606 | New |
| Magnetar Financial LLC | 607 | $207.3K | 0.00% | −615−50.3% | Reduced |
| Rafferty Asset Management, LLC | 610 | $208.3K | 0.00% | +610 | New |
| Cambria Investment Management, L.P. | 623 | $212.7K | 0.01% | +623 | New |
| National Bank of Canada | 626 | $213.7K | 0.00% | −58−8.5% | Reduced |
| PDS Planning, Inc | 628 | $214.4K | 0.01% | +628 | New |
| Childress Capital Advisors, LLC | 628 | $214.4K | 0.04% | +628 | New |
| GW Henssler & Associates Ltd | 629 | $214.8K | 0.01% | +629 | New |
| Investment Research Partners LLC | 636 | $217.2K | 0.07% | +636 | New |
| Keybank National Association | 640 | $218.5K | 0.00% | +640 | New |
| Mutual Advisors, LLC | 642 | $219.2K | 0.00% | +642 | New |
| Abundance Wealth Counselors | 644 | $219.9K | 0.01% | +644 | New |
| Banque Pictet & Cie SA | 646 | $220.6K | 0.00% | −198−23.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 647 | $220.9K | 0.00% | +647 | New |
| Trust Point Inc. | 648 | $221.3K | 0.02% | +648 | New |
| Frec Markets, Inc. | 649 | $221.6K | 0.02% | +649 | New |
| Knightsbridge Asset Management, LLC | 658 | $224.7K | 0.03% | +658 | New |
| Concurrent Investment Advisors, LLC | 658 | $224.8K | 0.00% | −61−8.5% | Reduced |
| Denali Advisors LLC | 670 | $228.8K | 0.02% | −1−0.1% | Reduced |
| Hamilton Capital Partners Inc. | 681 | $232.5K | 0.01% | +13+1.9% | Added |
| IFP Advisors, Inc | 690 | $235.6K | 0.00% | +236+52.0% | Added |
| Destination Wealth Management | 691 | $235.9K | 0.01% | +10+1.5% | Added |
| Retirement Guys Formula LLC | 693 | $236.5K | 0.09% | −1−0.1% | Reduced |
| TCG Advisory Services, LLC | 703 | $240.2K | 0.00% | +703 | New |
| Abel Hall, LLC | 705 | $240.7K | 0.04% | 00.0% | Unchanged |
| Westpac Banking Corp | 710 | $242.4K | 0.01% | +710 | New |
| Perpetual Ltd | 710 | $242.4K | 0.00% | +710 | New |
| Kingsview Wealth Management, LLC | 710 | $242.4K | 0.00% | 00.0% | Unchanged |
| Matauro, LLC | 712 | $243.0K | 0.03% | +5+0.7% | Added |
| QRG Capital Management, Inc. | 718 | $245.2K | 0.00% | +718 | New |
| Evercore Wealth Management, LLC | 720 | $245.8K | 0.00% | −1,000−58.1% | Reduced |
| StoneX Group Inc. | 721 | $246.2K | 0.01% | +721 | New |
| Essential Partners LLC | 728 | $248.6K | 0.11% | −3,276−81.8% | Reduced |
| Vinva Investment Management Ltd | 512 | $249.1K | 0.00% | +512 | New |
| Astoria Portfolio Advisors LLC. | 735 | $251.0K | 0.04% | +152+26.1% | Added |
| Central Trust Co | 737 | $251.6K | 0.00% | +97+15.2% | Added |
| Pekin Hardy Strauss, Inc. | 760 | $259.5K | 0.02% | −25−3.2% | Reduced |
| Savant Capital, LLC | 769 | $260.4K | 0.00% | −82−9.6% | Reduced |
| Global Retirement Partners, LLC | 767 | $261.9K | 0.00% | +767 | New |
| Turtle Creek Wealth Advisors, LLC | 773 | $263.9K | 0.01% | 00.0% | Unchanged |
| DRW Securities, LLC | 779 | $266.0K | 0.02% | +779 | New |
| Advisor OS, LLC | 781 | $266.7K | 0.02% | +23+3.0% | Added |
| Symphony Financial, Ltd. Co. | 784 | $267.0K | 0.03% | −9−1.1% | Reduced |
| Storgate, LLC | 784 | $267.7K | 0.06% | +784 | New |
| Anb Bank | 785 | $268.0K | 0.10% | +14+1.8% | Added |
| RMB Capital Management, LLC | 792 | $270.4K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 800 | $273.2K | 0.08% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 800 | $273.2K | 0.06% | +800 | New |
| Greenspring Advisors, LLC | 808 | $275.9K | 0.02% | +38+4.9% | Added |
| Portside Wealth Group, LLC | 809 | $276.2K | 0.03% | −96−10.6% | Reduced |