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 |
|---|---|---|---|---|---|
| HRT Financial LP | 4,807 | $1.64M | 0.00% | −17,838−78.8% | Reduced |
| Catalyst Capital Advisors LLC | 4,800 | $1.64M | 0.03% | −225−4.5% | Reduced |
| Sivia Capital Partners, LLC | 4,767 | $1.63M | 0.20% | +787+19.8% | Added |
| Fox Run Management, L.L.C. | 4,730 | $1.62M | 0.27% | +4,730 | New |
| Caxton Associates LLP | 4,728 | $1.61M | 0.03% | +4,728 | New |
| Cornerstone Investment Partners, LLC | 4,710 | $1.61M | 0.05% | +11+0.2% | Added |
| Capricorn Fund Managers Ltd | 4,700 | $1.60M | 0.13% | +4,700 | New |
| Chicago Partners Investment Group LLC | 4,769 | $1.60M | 0.03% | +599+14.4% | Added |
| Krilogy Financial LLC | 4,662 | $1.59M | 0.05% | +1,480+46.5% | Added |
| Legato Capital Management LLC | 4,635 | $1.58M | 0.13% | +100+2.2% | Added |
| Buckingham Strategic Partners | 4,592 | $1.57M | 0.01% | −478−9.4% | Reduced |
| Xponance, Inc. | 4,497 | $1.54M | 0.01% | −40−0.9% | Reduced |
| Pacer Advisors, Inc. | 4,349 | $1.49M | 0.00% | −209−4.6% | Reduced |
| The PNC Financial Services Group, Inc. | 4,148 | $1.42M | 0.00% | +429+11.5% | Added |
| Freedom Day Solutions, LLC | 4,039 | $1.38M | 0.31% | −197−4.7% | Reduced |
| First Eagle Investment Management, LLC | 3,960 | $1.35M | 0.00% | +57+1.5% | Added |
| PenderFund Capital Management Ltd. | 3,916 | $1.34M | 0.17% | +816+26.3% | Added |
| State of Alaska, Department of Revenue | 3,791 | $1.29M | 0.01% | −57−1.5% | Reduced |
| RFG Advisory, LLC | 3,750 | $1.28M | 0.02% | +3,750 | New |
| Sanctuary Advisors, LLC | 3,733 | $1.27M | 0.01% | −2−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 3,659 | $1.25M | 0.01% | +474+14.9% | Added |
| Mount Lucas Management LP | 3,573 | $1.22M | 0.43% | +1,850+107.4% | Added |
| Buckhead Capital Management LLC | 3,555 | $1.21M | 0.42% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 3,553 | $1.21M | 0.24% | +1,410+65.8% | Added |
| Trivant Custom Portfolio Group, LLC | 3,538 | $1.21M | 0.64% | −103−2.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,521 | $1.20M | 0.26% | −150−4.1% | Reduced |
| Atom Investors LP | 3,502 | $1.20M | 0.11% | +3,502 | New |
| Allstate Corp | 3,466 | $1.18M | 0.01% | −4,376−55.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,369 | $1.15M | 0.00% | +240+7.7% | Added |
| Jackson Wealth Management, LLC | 3,360 | $1.15M | 0.68% | −36,245−91.5% | Reduced |
| Parsons Capital Management Inc | 3,250 | $1.11M | 0.05% | +2,500+333.3% | Added |
| Pinebridge Investments LLC | 3,219 | $1.10M | 0.01% | +1,837+132.9% | Added |
| Legend Financial Advisors, Inc. | 3,210 | $1.10M | 0.62% | −9−0.3% | Reduced |
| Impact Partnership Wealth, LLC | 3,204 | $1.09M | 0.11% | +422+15.2% | Added |
| Coldstream Capital Management Inc | 3,185 | $1.09M | 0.01% | +37+1.2% | Added |
| Baird Financial Group, Inc. | 3,181 | $1.09M | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,171 | $1.08M | 0.01% | +963+43.6% | Added |
| Isthmus Partners, LLC | 3,165 | $1.08M | 0.10% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 3,138 | $1.07M | 0.06% | 00.0% | Unchanged |
| Swedbank AB | 3,000 | $1.02M | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,989 | $1.02M | 0.00% | −86−2.8% | Reduced |
| Havemeyer Place LP | 2,980 | $1.02M | 0.10% | −436−12.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,970 | $1.01M | 0.01% | +2,970 | New |
| Nisa Investment Advisors, LLC | 2,951 | $1.01M | 0.00% | +202+7.3% | Added |
| Dynamic Advisor Solutions LLC | 2,915 | $995.3K | 0.03% | −294−9.2% | Reduced |
| Dark Forest Capital Management LP | 2,903 | $991.2K | 0.06% | −637−18.0% | Reduced |
| Securian Asset Management, Inc | 2,891 | $987.4K | 0.04% | 00.0% | Unchanged |
| Novem Group | 2,888 | $986.3K | 0.10% | +2,888 | New |
| Intrust Bank NA | 2,879 | $983.0K | 0.07% | −97−3.3% | Reduced |
| AlphaGrep UK Ltd | 2,844 | $971.1K | 0.30% | +1,667+141.6% | Added |
| Waddell & Associates, LLC | 2,840 | $969.7K | 0.05% | +325+12.9% | Added |
| BNP Paribas | 2,825 | $964.6K | 0.03% | −208−6.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 2,824 | $964.2K | 0.02% | +2,824 | New |
| Calamos Advisors LLC | 2,799 | $955.7K | 0.00% | +846+43.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,754 | $940.2K | 0.00% | +1,651+149.7% | Added |
| United Capital Financial Advisers, LLC | 2,636 | $900.0K | 0.00% | +1,455+123.2% | Added |
| O'Rourke & Company, Inc | 2,604 | $889.3K | 0.31% | −76−2.8% | Reduced |
| We Are One Seven, LLC | 2,603 | $888.8K | 0.01% | −14−0.5% | Reduced |
| Penserra Capital Management LLC | 2,601 | $888.0K | 0.01% | −251−8.8% | Reduced |
| First National Bank of Hutchinson | 2,582 | $881.6K | 0.48% | +2,582 | New |
| Tower Research Capital LLC (TRC) | 2,563 | $875.1K | 0.02% | +868+51.2% | Added |
| Equitable Holdings, Inc. | 2,411 | $823.2K | 0.00% | +6+0.2% | Added |
| Commonwealth Equity Services, LLC | 2,388 | $815.5K | 0.00% | −150−5.9% | Reduced |
| Marshall Financial Group LLC | 2,373 | $810.3K | 0.12% | +2,373 | New |
| Swiss Life Asset Management Ltd | 2,365 | $807.5K | 0.00% | −1,049−30.7% | Reduced |
| GWM Advisors LLC | 2,348 | $801.8K | 0.00% | +839+55.6% | Added |
| Vise Technologies, Inc. | 2,326 | $794.2K | 0.01% | +518+28.7% | Added |
| Flagship Harbor Advisors, LLC | 2,325 | $793.8K | 0.03% | +339+17.1% | Added |
| Aviva PLC | 2,290 | $781.9K | 0.00% | −497−17.8% | Reduced |
| EverSource Wealth Advisors, LLC | 2,263 | $772.7K | 0.03% | −596−20.8% | Reduced |
| JMN Financial LLC | 2,258 | $771.2K | 0.60% | −24−1.1% | Reduced |
| MML Investors Services, LLC | 2,254 | $769.6K | 0.00% | +302+15.5% | Added |
| Gardner Lewis Asset Management L P | 2,230 | $761.4K | 0.17% | +2,230 | New |
| Princeton Capital Management LLC | 2,220 | $758.0K | 0.17% | −4,930−69.0% | Reduced |
| EP Wealth Advisors, LLC | 2,212 | $755.2K | 0.00% | +536+32.0% | Added |
| Transcend Wealth Collective, LLC | 2,197 | $750.2K | 0.05% | +773+54.3% | Added |
| Jane Street Group, LLC | 2,191 | $748.1K | 0.00% | −28,385−92.8% | Reduced |
| Morningstar Investment Management LLC | 2,506 | $748.1K | 0.05% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,170 | $741.1K | 0.00% | +967+80.4% | Added |
| Prudential Financial Inc | 2,161 | $737.9K | 0.00% | −4,300−66.6% | Reduced |
| Kera Capital Partners, Inc. | 2,141 | $731.0K | 0.07% | +83+4.0% | Added |
| Allworth Financial LP | 2,123 | $724.9K | 0.00% | +610+40.3% | Added |
| Warren Averett Asset Management, LLC | 2,037 | $695.5K | 0.00% | +127+6.6% | Added |
| Aviance Capital Partners, LLC | 2,028 | $692.4K | 0.07% | −70−3.3% | Reduced |
| 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 |
| HGK Asset Management Inc | 2,008 | $685.6K | 0.09% | +667+49.7% | Added |
| NorthCrest Asset Manangement, LLC | 2,013 | $683.9K | 0.02% | +813+67.8% | Added |
| BOK Financial Private Wealth, Inc. | 1,965 | $670.9K | 0.03% | −270−12.1% | Reduced |
| Summit Financial, LLC | 1,952 | $666.4K | 0.01% | −36−1.8% | Reduced |
| Utah Retirement Systems | 1,914 | $653.5K | 0.01% | −34−1.7% | Reduced |
| Kestra Private Wealth Services, LLC | 1,913 | $653.3K | 0.01% | +18+0.9% | Added |
| Savvy Advisors, Inc. | 1,907 | $651.1K | 0.01% | −209−9.9% | Reduced |
| Baker Avenue Asset Management, LP | 1,900 | $648.7K | 0.01% | +257+15.6% | Added |
| DnB Asset Management AS | 1,889 | $645.0K | 0.00% | +23+1.2% | Added |
| Hancock Whitney Corp | 1,884 | $643.3K | 0.01% | −5,400−74.1% | Reduced |
| Cetera Trust Company, N.A | 1,870 | $638.5K | 0.32% | +50+2.7% | Added |
| Hardy Reed LLC | 1,857 | $634.1K | 0.04% | +3+0.2% | Added |
| RSM US Wealth Management LLC | 1,854 | $633.1K | 0.01% | −39−2.1% | Reduced |
| iA Global Asset Management Inc. | 1,855 | $633.0K | 0.01% | +1,855 | New |