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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 4,148 | $1.42M | 0.00% | +429+11.5% | Added |
| Pacer Advisors, Inc. | 4,349 | $1.49M | 0.00% | −209−4.6% | Reduced |
| Xponance, Inc. | 4,497 | $1.54M | 0.01% | −40−0.9% | Reduced |
| Buckingham Strategic Partners | 4,592 | $1.57M | 0.01% | −478−9.4% | Reduced |
| Legato Capital Management LLC | 4,635 | $1.58M | 0.13% | +100+2.2% | Added |
| Krilogy Financial LLC | 4,662 | $1.59M | 0.05% | +1,480+46.5% | Added |
| Chicago Partners Investment Group LLC | 4,769 | $1.60M | 0.03% | +599+14.4% | Added |
| Capricorn Fund Managers Ltd | 4,700 | $1.60M | 0.13% | +4,700 | New |
| Cornerstone Investment Partners, LLC | 4,710 | $1.61M | 0.05% | +11+0.2% | Added |
| Caxton Associates LLP | 4,728 | $1.61M | 0.03% | +4,728 | New |
| Fox Run Management, L.L.C. | 4,730 | $1.62M | 0.27% | +4,730 | New |
| Sivia Capital Partners, LLC | 4,767 | $1.63M | 0.20% | +787+19.8% | Added |
| Catalyst Capital Advisors LLC | 4,800 | $1.64M | 0.03% | −225−4.5% | Reduced |
| HRT Financial LP | 4,807 | $1.64M | 0.00% | −17,838−78.8% | Reduced |
| Summit Place Financial Advisors, LLC | 4,846 | $1.65M | 0.72% | +112+2.4% | Added |
| New York Life Investment Management LLC | 4,859 | $1.66M | 0.01% | +4,859 | New |
| Great Diamond Partners, LLC | 4,871 | $1.66M | 0.29% | +218+4.7% | Added |
| Angeles Wealth Management, LLC | 4,894 | $1.67M | 0.08% | +20.0% | Added |
| Sargent Investment Group, LLC | 4,991 | $1.70M | 0.20% | −1,189−19.2% | Reduced |
| Advisor Group Holdings, Inc. | 5,092 | $1.74M | 0.00% | +2,726+115.2% | Added |
| Nations Financial Group Inc, | 5,173 | $1.77M | 0.08% | +71+1.4% | Added |
| Croban | 5,247 | $1.79M | 0.79% | −24−0.5% | Reduced |
| Martingale Asset Management L P | 5,253 | $1.79M | 0.04% | +783+17.5% | Added |
| Valley National Advisers Inc | 5,485 | $1.87M | 0.21% | −105−1.9% | Reduced |
| Intech Investment Management LLC | 5,524 | $1.89M | 0.02% | −3,782−40.6% | Reduced |
| Brighton Jones LLC | 5,630 | $1.92M | 0.04% | +1,203+27.2% | Added |
| Sit Investment Associates Inc | 5,665 | $1.93M | 0.04% | +250+4.6% | Added |
| Pictet Asset Management Holding SA | 5,672 | $1.94M | 0.00% | −585−9.3% | Reduced |
| IMC-Chicago, LLC | 5,745 | $1.96M | 0.02% | +5,745 | New |
| Bank of Nova Scotia | 5,747 | $1.96M | 0.00% | +5,747 | New |
| Rothschild Investment LLC | 5,821 | $1.99M | 0.07% | +3,990+217.9% | Added |
| Whittier Trust Co of Nevada Inc | 5,822 | $2.02M | 0.04% | −3−0.1% | Reduced |
| HighTower Advisors, LLC | 5,959 | $2.03M | 0.00% | −2,397−28.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,980 | $2.04M | 0.01% | +514+9.4% | Added |
| Teacher Retirement System of Texas | 6,185 | $2.11M | 0.01% | −2,410−28.0% | Reduced |
| Nitorum Capital, L.P. | 6,225 | $2.13M | 1.45% | 00.0% | Unchanged |
| OP Asset Management Ltd | 6,266 | $2.14M | 0.02% | +984+18.6% | Added |
| Huntington National Bank | 6,386 | $2.18M | 0.01% | +72+1.1% | Added |
| L2 Asset Management, LLC | 6,449 | $2.20M | 0.23% | +6,449 | New |
| Cetera Investment Advisers | 6,471 | $2.21M | 0.00% | −1,010−13.5% | Reduced |
| Radnor Capital Management, LLC | 6,480 | $2.21M | 0.31% | 00.0% | Unchanged |
| Twinbeech Capital LP | 6,600 | $2.25M | 0.41% | +6,600 | New |
| Washington Trust Advisors, Inc. | 6,633 | $2.26M | 0.17% | −150−2.2% | Reduced |
| Truist Financial Corp | 6,642 | $2.27M | 0.00% | −139−2.0% | Reduced |
| Aurora Investment Counsel | 6,658 | $2.27M | 1.17% | +6,658 | New |
| Vestcor Inc | 6,824 | $2.33M | 0.06% | −1,151−14.4% | Reduced |
| Jefferies Financial Group Inc. | 6,913 | $2.36M | 0.02% | +5,672+457.1% | Added |
| Pallas Capital Advisors LLC | 6,951 | $2.37M | 0.07% | +514+8.0% | Added |
| Gsa Capital Partners LLP | 7,059 | $2.41M | 0.15% | +4,411+166.6% | Added |
| Ameritas Investment Partners, Inc. | 7,125 | $2.43M | 0.06% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 7,157 | $2.44M | 0.02% | +2,451+52.1% | Added |
| Knights of Columbus Asset Advisors LLC | 7,233 | $2.47M | 0.12% | +173+2.5% | Added |
| New Age Alpha Advisors, LLC | 7,275 | $2.48M | 0.11% | +1,775+32.3% | Added |
| Credit Agricole S A | 7,296 | $2.49M | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 7,381 | $2.52M | 0.04% | +6,218+534.7% | Added |
| Guggenheim Capital LLC | 7,403 | $2.53M | 0.02% | −1,559−17.4% | Reduced |
| Hager Investment Management Services, LLC | 7,544 | $2.58M | 1.18% | −268−3.4% | Reduced |
| Element Squared LLC | 7,566 | $2.58M | 1.29% | −328−4.2% | Reduced |
| Bank of Montreal | 7,587 | $2.59M | 0.00% | −52−0.7% | Reduced |
| Summit Trail Advisors, LLC | 7,603 | $2.60M | 0.03% | −305−3.9% | Reduced |
| Toroso Investments, LLC | 7,610 | $2.60M | 0.01% | +2,702+55.1% | Added |
| Monument Capital Management | 7,676 | $2.62M | 0.53% | +505+7.0% | Added |
| Dana Investment Advisors, Inc. | 7,876 | $2.69M | 0.07% | +1,069+15.7% | Added |
| Oregon Public Employees Retirement Fund | 7,971 | $2.72M | 0.03% | +15+0.2% | Added |
| New Mexico Educational Retirement Board | 8,000 | $2.73M | 0.07% | 00.0% | Unchanged |
| James Investment Research Inc | 8,188 | $2.80M | 0.28% | −9−0.1% | Reduced |
| Brinker Capital Investments, LLC | 8,421 | $2.88M | 0.02% | −2,714−24.4% | Reduced |
| KLP Kapitalforvaltning AS | 8,540 | $2.92M | 0.01% | −280−3.2% | Reduced |
| Essex Investment Management Co LLC | 8,573 | $2.93M | 0.38% | −366−4.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,636 | $2.95M | 0.01% | +1,243+16.8% | Added |
| Crossmark Global Holdings, Inc. | 8,637 | $2.95M | 0.04% | −2,196−20.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,701 | $2.97M | 0.03% | +37+0.4% | Added |
| Pathstone Holdings, LLC | 8,770 | $2.99M | 0.01% | +175+2.0% | Added |
| MAI Capital Management | 8,799 | $3.00M | 0.01% | +2,223+33.8% | Added |
| South Dakota Investment Council | 8,817 | $3.01M | 0.05% | 00.0% | Unchanged |
| State of Michigan Retirement System | 9,005 | $3.07M | 0.01% | −300−3.2% | Reduced |
| Covea Finance | 9,100 | $3.11M | 0.10% | +700+8.3% | Added |
| Northwestern Mutual Wealth Management Co | 9,194 | $3.14M | 0.00% | +641+7.5% | Added |
| Gateway Investment Advisers LLC | 9,205 | $3.14M | 0.03% | +5,109+124.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,261 | $3.16M | 0.02% | −430−4.4% | Reduced |
| Eagle Rock Investment Company, LLC | 9,268 | $3.16M | 0.39% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 9,701 | $3.31M | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 9,774 | $3.34M | 0.03% | −4,060−29.3% | Reduced |
| Advisors Asset Management, Inc. | 10,339 | $3.53M | 0.05% | +1,057+11.4% | Added |
| Arizona State Retirement System | 10,382 | $3.54M | 0.02% | −239−2.3% | Reduced |
| Campbell Newman Asset Management Inc | 10,481 | $3.58M | 0.27% | +454+4.5% | Added |
| Illinois Municipal Retirement Fund | 10,511 | $3.59M | 0.04% | +3,740+55.2% | Added |
| Emerald Investment Advisers, LLC | 10,536 | $3.60M | 0.24% | +837+8.6% | Added |
| Bridge City Capital, LLC | 10,555 | $3.60M | 0.82% | −208−1.9% | Reduced |
| XTX Topco Ltd | 10,622 | $3.63M | 0.05% | −21,727−67.2% | Reduced |
| Apollon Wealth Management, LLC | 10,738 | $3.67M | 0.04% | +10,738 | New |
| Deutsche Bank AG | 10,789 | $3.68M | 0.00% | −46,305−81.1% | Reduced |
| Yousif Capital Management, LLC | 11,001 | $3.76M | 0.04% | −727−6.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,077 | $3.78M | 0.02% | +9,562+631.2% | Added |
| Louisiana State Employees Retirement System | 11,300 | $3.86M | 0.06% | +100+0.9% | Added |
| Rocky Mountain Advisers, LLC | 11,525 | $3.94M | 1.00% | 00.0% | Unchanged |
| US Bancorp | 11,540 | $3.94M | 0.00% | −862−7.0% | Reduced |
| CX Institutional | 11,612 | $3.96M | 0.11% | +236+2.1% | Added |
| Handelsbanken Fonder AB | 11,617 | $3.97M | 0.01% | +960+9.0% | Added |
| Vident Advisory, LLC | 11,829 | $4.04M | 0.03% | +994+9.2% | Added |