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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 815 | $278.3K | 0.00% | +815 | New |
| Profund Advisors LLC | 818 | $279.3K | 0.01% | −53−6.1% | Reduced |
| Centurion Wealth Management LLC | 825 | $281.7K | 0.07% | −225−21.4% | Reduced |
| Index Technologies Group LLC | 827 | $282.4K | 0.23% | −18−2.1% | Reduced |
| Northwest Wealth Management, LLC | 829 | $283.1K | 0.04% | +149+21.9% | Added |
| Optas, LLC | 830 | $283.4K | 0.04% | +1+0.1% | Added |
| New England Research & Management, Inc. | 831 | $283.7K | 0.11% | +831 | New |
| QTR Family Wealth, LLC | 838 | $286.1K | 0.10% | −11−1.3% | Reduced |
| Inscription Capital, LLC | 838 | $286.3K | 0.03% | +31+3.8% | Added |
| Mission Wealth Management, LP | 846 | $288.9K | 0.00% | +846 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 847 | $289.2K | 0.00% | +122+16.8% | Added |
| Oppenheimer & Co Inc | 848 | $289.5K | 0.00% | 00.0% | Unchanged |
| Investment House LLC | 850 | $290.2K | 0.01% | 00.0% | Unchanged |
| Sym Financial Corp | 850 | $290.2K | 0.02% | +77+10.0% | Added |
| Beese Fulmer Investment Management, Inc. | 850 | $290.2K | 0.02% | +109+14.7% | Added |
| Hilltop Holdings Inc. | 854 | $291.6K | 0.02% | +50+6.2% | Added |
| Allegiance Financial Group Advisory Services LLC | 858 | $293.0K | 0.05% | +858 | New |
| Belpointe Asset Management LLC | 862 | $294.3K | 0.01% | −133−13.4% | Reduced |
| Norden Group LLC | 868 | $296.3K | 0.02% | −23−2.6% | Reduced |
| Evergreen Capital Management LLC | 868 | $296.4K | 0.01% | −83−8.7% | Reduced |
| Park Avenue Securities LLC | 880 | $301.0K | 0.00% | −140−13.7% | Reduced |
| Versant Capital Management, Inc | 889 | $303.5K | 0.03% | +144+19.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 892 | $304.6K | 0.01% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 892 | $304.6K | 0.01% | +34+4.0% | Added |
| VestGen Advisors, LLC | 900 | $307.3K | 0.01% | −2−0.2% | Reduced |
| Caerus Investment Advisors, LLC | 901 | $307.6K | 0.10% | +901 | New |
| Azimuth Capital Investment Management LLC | 905 | $309.0K | 0.01% | +15+1.7% | Added |
| PCM Encore, LLC | 911 | $311.2K | 0.05% | −1−0.1% | Reduced |
| Moody Aldrich Partners LLC | 962 | $328.5K | 0.06% | −3−0.3% | Reduced |
| Meeder Advisory Services, Inc. | 967 | $330.1K | 0.01% | −4−0.4% | Reduced |
| Lighthouse Investment Partners, LLC | 971 | $331.5K | 0.01% | +971 | New |
| Narus Financial Partners, LLC | 979 | $334.3K | 0.09% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 986 | $336.8K | 0.01% | +2+0.2% | Added |
| Linden Thomas Advisory Services, LLC | 992 | $338.7K | 0.03% | +12+1.2% | Added |
| Courier Capital LLC | 1,000 | $341.4K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,000 | $341.4K | 0.09% | 00.0% | Unchanged |
| Sentinus, LLC | 1,007 | $343.8K | 0.03% | +315+45.5% | Added |
| Private Advisor Group, LLC | 1,009 | $344.5K | 0.00% | +1,009 | New |
| Toronto Dominion Bank | 1,018 | $347.0K | 0.00% | −327−24.3% | Reduced |
| Joel Isaacson & Co., LLC | 1,026 | $350.4K | 0.01% | +3+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,028 | $351.0K | 0.00% | −80−7.2% | Reduced |
| Nykredit A/S | 1,039 | $354.8K | 0.00% | +1,039 | New |
| Jump Financial, LLC | 1,046 | $357.1K | 0.00% | +1,046 | New |
| Exchange Traded Concepts, LLC | 1,072 | $366.0K | 0.00% | +171+19.0% | Added |
| Proficio Capital Partners LLC | 1,073 | $366.4K | 0.01% | +1,073 | New |
| Riversedge Advisors, LLC | 1,082 | $369.5K | 0.05% | +1,082 | New |
| Axq Capital, LP | 1,093 | $373.2K | 0.04% | −6,433−85.5% | Reduced |
| North Dakota State Investment Board | 1,096 | $374.2K | 0.02% | +18+1.7% | Added |
| Atria Investments LLC | 1,099 | $375.2K | 0.00% | −2,073−65.4% | Reduced |
| Qtron Investments LLC | 1,103 | $376.6K | 0.05% | −25−2.2% | Reduced |
| Sagespring Wealth Partners, LLC | 1,105 | $377.1K | 0.01% | +153+16.1% | Added |
| Farther Finance Advisors, LLC | 1,107 | $377.3K | 0.00% | +118+11.9% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 1,120 | $382.4K | 0.01% | +1,120 | New |
| Wealthspire Advisors, LLC | 1,128 | $385.1K | 0.00% | −171−13.2% | Reduced |
| NewEdge Wealth, LLC | 1,137 | $388.2K | 0.00% | +147+14.8% | Added |
| Susquehanna International Group, LLP | 1,142 | $389.9K | 0.00% | −19,383−94.4% | Reduced |
| Laird Norton Trust Company, LLC | 1,145 | $390.9K | 0.01% | +2+0.2% | Added |
| Crestwood Advisors Group LLC | 1,156 | $394.7K | 0.01% | +63+5.8% | Added |
| Jackson Thornton Asset Management, LLC | 1,165 | $397.8K | 0.03% | +359+44.5% | Added |
| 1832 Asset Management L.P. | 1,173 | $400.5K | 0.00% | +1,173 | New |
| Atomi Financial Group, Inc. | 1,173 | $400.5K | 0.01% | +268+29.6% | Added |
| Legacy Financial Independent Advisors LLC | 1,178 | $402.2K | 0.19% | +94+8.7% | Added |
| Stephens Inc | 1,181 | $403.2K | 0.00% | −1−0.1% | Reduced |
| AE Wealth Management LLC | 1,184 | $404.6K | 0.00% | +67+6.0% | Added |
| Wedmont Private Capital | 1,209 | $404.7K | 0.01% | +128+11.8% | Added |
| denkapparat Operations GmbH | 1,196 | $408.4K | 0.13% | +1,196 | New |
| First Bank & Trust | 1,200 | $409.7K | 0.06% | −47−3.8% | Reduced |
| CIBC World Markets Inc. | 1,200 | $409.7K | 0.00% | +83+7.4% | Added |
| Parcion Private Wealth LLC | 1,200 | $409.7K | 0.02% | +350+41.2% | Added |
| Campbell & CO Investment Adviser LLC | 1,213 | $414.2K | 0.02% | −13,059−91.5% | Reduced |
| Insight Wealth Partners, LLC | 1,223 | $417.6K | 0.06% | −31−2.5% | Reduced |
| CIBC Asset Management Inc | 1,224 | $417.9K | 0.00% | +31+2.6% | Added |
| State of Wyoming | 1,263 | $431.2K | 0.04% | +1,116+759.2% | Added |
| Sterling Capital Management LLC | 1,265 | $431.9K | 0.01% | −184−12.7% | Reduced |
| Shelton Capital Management | 1,268 | $432.9K | 0.01% | 00.0% | Unchanged |
| Kendall Capital Management | 1,280 | $437.0K | 0.07% | +285+28.6% | Added |
| KBC Group NV | 1,296 | $443.0K | 0.00% | +119+10.1% | Added |
| Everence Capital Management Inc | 1,302 | $445.0K | 0.02% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 1,313 | $448.3K | 0.16% | −20−1.5% | Reduced |
| Great Lakes Advisors, LLC | 1,315 | $449.1K | 0.00% | −32−2.4% | Reduced |
| M&T Bank Corp | 1,324 | $452.1K | 0.00% | −759−36.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,372 | $468.5K | 0.01% | −164−10.7% | Reduced |
| Ethic Inc. | 1,389 | $474.3K | 0.01% | −183−11.6% | Reduced |
| Quadrant Capital Group LLC | 1,390 | $474.6K | 0.01% | −13−0.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,391 | $474.9K | 0.02% | +1,391 | New |
| Bond & Devick Financial Network, Inc. | 1,400 | $478.0K | 0.12% | 00.0% | Unchanged |
| Prudential PLC | 1,404 | $479.4K | 0.00% | +1,404 | New |
| Evolve Private Wealth, LLC | 1,413 | $482.5K | 0.03% | −140−9.0% | Reduced |
| Ritholtz Wealth Management | 1,415 | $483.3K | 0.01% | +90+6.8% | Added |
| Fielder Capital Group LLC | 1,438 | $491.0K | 0.11% | +58+4.2% | Added |
| Polymer Capital Management (US) LLC | 1,473 | $502.9K | 0.07% | −1,166−44.2% | Reduced |
| Whalen Wealth Management Inc. | 1,487 | $507.7K | 0.23% | −100−6.3% | Reduced |
| West Family Investments, Inc. | 1,491 | $509.1K | 0.15% | +1,491 | New |
| Precision Wealth Strategies, LLC | 1,505 | $513.9K | 0.15% | −125−7.7% | Reduced |
| Centiva Capital, LP | 1,520 | $519.0K | 0.02% | +1,520 | New |
| Callan Family Office, LLC | 1,533 | $523.4K | 0.01% | +23+1.5% | Added |
| Dorsey Wright & Associates | 1,553 | $530.3K | 0.09% | −21,548−93.3% | Reduced |
| Citizens Financial Group Inc | 1,576 | $538.1K | 0.01% | −5−0.3% | Reduced |
| GAMMA Investing LLC | 1,597 | $545.3K | 0.02% | +148+10.2% | Added |
| Camden Capital, LLC | 1,633 | $557.5K | 0.03% | +8+0.5% | Added |