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 |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 1,655 | $565.1K | 0.00% | +18+1.1% | Added |
| Encompass More Asset Management | 1,661 | $567.1K | 0.08% | −2−0.1% | Reduced |
| Greenleaf Trust | 1,677 | $572.6K | 0.01% | −22−1.3% | Reduced |
| Winton Group Ltd | 1,680 | $573.6K | 0.02% | +1,680 | New |
| AlphaCore Capital LLC | 1,680 | $573.6K | 0.01% | +1,680 | New |
| Hantz Financial Services, Inc. | 1,703 | $581.0K | 0.01% | +592+53.3% | Added |
| Harbor Investment Advisory, LLC | 1,760 | $600.9K | 0.04% | +265+17.7% | Added |
| Roberts Glore & Co Inc | 1,780 | $607.8K | 0.15% | +1,780 | New |
| Commerce Bank | 1,787 | $610.2K | 0.00% | +33+1.9% | Added |
| Argonautica Private Wealth Management, Inc | 1,807 | $617.0K | 0.15% | 00.0% | Unchanged |
| J2 Capital Management Inc | 1,819 | $621.1K | 0.42% | −52−2.8% | Reduced |
| Maryland State Retirement & Pension System | 1,839 | $627.9K | 0.01% | 00.0% | Unchanged |
| Net Worth Advisory Group | 1,849 | $631.5K | 0.16% | +27+1.5% | Added |
| Empowered Funds, LLC | 1,850 | $631.7K | 0.00% | +1,043+129.2% | Added |
| iA Global Asset Management Inc. | 1,855 | $633.0K | 0.01% | +1,855 | New |
| RSM US Wealth Management LLC | 1,854 | $633.1K | 0.01% | −39−2.1% | Reduced |
| Hardy Reed LLC | 1,857 | $634.1K | 0.04% | +3+0.2% | Added |
| Cetera Trust Company, N.A | 1,870 | $638.5K | 0.32% | +50+2.7% | Added |
| Hancock Whitney Corp | 1,884 | $643.3K | 0.01% | −5,400−74.1% | Reduced |
| DnB Asset Management AS | 1,889 | $645.0K | 0.00% | +23+1.2% | Added |
| Baker Avenue Asset Management, LP | 1,900 | $648.7K | 0.01% | +257+15.6% | Added |
| Savvy Advisors, Inc. | 1,907 | $651.1K | 0.01% | −209−9.9% | Reduced |
| Kestra Private Wealth Services, LLC | 1,913 | $653.3K | 0.01% | +18+0.9% | Added |
| Utah Retirement Systems | 1,914 | $653.5K | 0.01% | −34−1.7% | Reduced |
| Summit Financial, LLC | 1,952 | $666.4K | 0.01% | −36−1.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,965 | $670.9K | 0.03% | −270−12.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,013 | $683.9K | 0.02% | +813+67.8% | Added |
| HGK Asset Management Inc | 2,008 | $685.6K | 0.09% | +667+49.7% | Added |
| Diversify Wealth Management, LLC | 2,025 | $688.7K | 0.01% | −265−11.6% | Reduced |
| Diversify Advisory Services, LLC | 2,025 | $688.7K | 0.01% | +2,025 | New |
| Aviance Capital Partners, LLC | 2,028 | $692.4K | 0.07% | −70−3.3% | Reduced |
| Warren Averett Asset Management, LLC | 2,037 | $695.5K | 0.00% | +127+6.6% | Added |
| Allworth Financial LP | 2,123 | $724.9K | 0.00% | +610+40.3% | Added |
| Kera Capital Partners, Inc. | 2,141 | $731.0K | 0.07% | +83+4.0% | Added |
| Prudential Financial Inc | 2,161 | $737.9K | 0.00% | −4,300−66.6% | Reduced |
| Lido Advisors, LLC | 2,170 | $741.1K | 0.00% | +967+80.4% | Added |
| Morningstar Investment Management LLC | 2,506 | $748.1K | 0.05% | 00.0% | Unchanged |
| Jane Street Group, LLC | 2,191 | $748.1K | 0.00% | −28,385−92.8% | Reduced |
| Transcend Wealth Collective, LLC | 2,197 | $750.2K | 0.05% | +773+54.3% | Added |
| EP Wealth Advisors, LLC | 2,212 | $755.2K | 0.00% | +536+32.0% | Added |
| Princeton Capital Management LLC | 2,220 | $758.0K | 0.17% | −4,930−69.0% | Reduced |
| Gardner Lewis Asset Management L P | 2,230 | $761.4K | 0.17% | +2,230 | New |
| MML Investors Services, LLC | 2,254 | $769.6K | 0.00% | +302+15.5% | Added |
| JMN Financial LLC | 2,258 | $771.2K | 0.60% | −24−1.1% | Reduced |
| EverSource Wealth Advisors, LLC | 2,263 | $772.7K | 0.03% | −596−20.8% | Reduced |
| Aviva PLC | 2,290 | $781.9K | 0.00% | −497−17.8% | Reduced |
| Flagship Harbor Advisors, LLC | 2,325 | $793.8K | 0.03% | +339+17.1% | Added |
| Vise Technologies, Inc. | 2,326 | $794.2K | 0.01% | +518+28.7% | Added |
| GWM Advisors LLC | 2,348 | $801.8K | 0.00% | +839+55.6% | Added |
| Swiss Life Asset Management Ltd | 2,365 | $807.5K | 0.00% | −1,049−30.7% | Reduced |
| Marshall Financial Group LLC | 2,373 | $810.3K | 0.12% | +2,373 | New |
| Commonwealth Equity Services, LLC | 2,388 | $815.5K | 0.00% | −150−5.9% | Reduced |
| Equitable Holdings, Inc. | 2,411 | $823.2K | 0.00% | +6+0.2% | Added |
| Tower Research Capital LLC (TRC) | 2,563 | $875.1K | 0.02% | +868+51.2% | Added |
| First National Bank of Hutchinson | 2,582 | $881.6K | 0.48% | +2,582 | New |
| Penserra Capital Management LLC | 2,601 | $888.0K | 0.01% | −251−8.8% | Reduced |
| We Are One Seven, LLC | 2,603 | $888.8K | 0.01% | −14−0.5% | Reduced |
| O'Rourke & Company, Inc | 2,604 | $889.3K | 0.31% | −76−2.8% | Reduced |
| United Capital Financial Advisers, LLC | 2,636 | $900.0K | 0.00% | +1,455+123.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,754 | $940.2K | 0.00% | +1,651+149.7% | Added |
| Calamos Advisors LLC | 2,799 | $955.7K | 0.00% | +846+43.3% | Added |
| Susquehanna Fundamental Investments, LLC | 2,824 | $964.2K | 0.02% | +2,824 | New |
| BNP Paribas | 2,825 | $964.6K | 0.03% | −208−6.9% | Reduced |
| Waddell & Associates, LLC | 2,840 | $969.7K | 0.05% | +325+12.9% | Added |
| AlphaGrep UK Ltd | 2,844 | $971.1K | 0.30% | +1,667+141.6% | Added |
| Intrust Bank NA | 2,879 | $983.0K | 0.07% | −97−3.3% | Reduced |
| Novem Group | 2,888 | $986.3K | 0.10% | +2,888 | New |
| Securian Asset Management, Inc | 2,891 | $987.4K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,903 | $991.2K | 0.06% | −637−18.0% | Reduced |
| Dynamic Advisor Solutions LLC | 2,915 | $995.3K | 0.03% | −294−9.2% | Reduced |
| Nisa Investment Advisors, LLC | 2,951 | $1.01M | 0.00% | +202+7.3% | Added |
| Vestmark Advisory Solutions, Inc. | 2,970 | $1.01M | 0.01% | +2,970 | New |
| Havemeyer Place LP | 2,980 | $1.02M | 0.10% | −436−12.8% | Reduced |
| Federated Hermes, Inc. | 2,989 | $1.02M | 0.00% | −86−2.8% | Reduced |
| Swedbank AB | 3,000 | $1.02M | 0.00% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 3,138 | $1.07M | 0.06% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 3,165 | $1.08M | 0.10% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,171 | $1.08M | 0.01% | +963+43.6% | Added |
| Baird Financial Group, Inc. | 3,181 | $1.09M | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,185 | $1.09M | 0.01% | +37+1.2% | Added |
| Impact Partnership Wealth, LLC | 3,204 | $1.09M | 0.11% | +422+15.2% | Added |
| Legend Financial Advisors, Inc. | 3,210 | $1.10M | 0.62% | −9−0.3% | Reduced |
| Pinebridge Investments LLC | 3,219 | $1.10M | 0.01% | +1,837+132.9% | Added |
| Parsons Capital Management Inc | 3,250 | $1.11M | 0.05% | +2,500+333.3% | Added |
| Jackson Wealth Management, LLC | 3,360 | $1.15M | 0.68% | −36,245−91.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,369 | $1.15M | 0.00% | +240+7.7% | Added |
| Allstate Corp | 3,466 | $1.18M | 0.01% | −4,376−55.8% | Reduced |
| Atom Investors LP | 3,502 | $1.20M | 0.11% | +3,502 | New |
| Legacy Wealth Asset Management, LLC | 3,521 | $1.20M | 0.26% | −150−4.1% | Reduced |
| Trivant Custom Portfolio Group, LLC | 3,538 | $1.21M | 0.64% | −103−2.8% | Reduced |
| Bull Harbor Capital LLC | 3,553 | $1.21M | 0.24% | +1,410+65.8% | Added |
| Buckhead Capital Management LLC | 3,555 | $1.21M | 0.42% | 00.0% | Unchanged |
| Mount Lucas Management LP | 3,573 | $1.22M | 0.43% | +1,850+107.4% | Added |
| Integrated Wealth Concepts LLC | 3,659 | $1.25M | 0.01% | +474+14.9% | Added |
| Sanctuary Advisors, LLC | 3,733 | $1.27M | 0.01% | −2−0.1% | Reduced |
| RFG Advisory, LLC | 3,750 | $1.28M | 0.02% | +3,750 | New |
| State of Alaska, Department of Revenue | 3,791 | $1.29M | 0.01% | −57−1.5% | Reduced |
| PenderFund Capital Management Ltd. | 3,916 | $1.34M | 0.17% | +816+26.3% | Added |
| First Eagle Investment Management, LLC | 3,960 | $1.35M | 0.00% | +57+1.5% | Added |
| Freedom Day Solutions, LLC | 4,039 | $1.38M | 0.31% | −197−4.7% | Reduced |