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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 1,850 | $631.7K | 0.00% | +1,043+129.2% | Added |
| Net Worth Advisory Group | 1,849 | $631.5K | 0.16% | +27+1.5% | Added |
| Maryland State Retirement & Pension System | 1,839 | $627.9K | 0.01% | 00.0% | Unchanged |
| J2 Capital Management Inc | 1,819 | $621.1K | 0.42% | −52−2.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,807 | $617.0K | 0.15% | 00.0% | Unchanged |
| Commerce Bank | 1,787 | $610.2K | 0.00% | +33+1.9% | Added |
| Roberts Glore & Co Inc | 1,780 | $607.8K | 0.15% | +1,780 | New |
| Harbor Investment Advisory, LLC | 1,760 | $600.9K | 0.04% | +265+17.7% | Added |
| Hantz Financial Services, Inc. | 1,703 | $581.0K | 0.01% | +592+53.3% | Added |
| Winton Group Ltd | 1,680 | $573.6K | 0.02% | +1,680 | New |
| AlphaCore Capital LLC | 1,680 | $573.6K | 0.01% | +1,680 | New |
| Greenleaf Trust | 1,677 | $572.6K | 0.01% | −22−1.3% | Reduced |
| Encompass More Asset Management | 1,661 | $567.1K | 0.08% | −2−0.1% | Reduced |
| Johnson Investment Counsel Inc | 1,655 | $565.1K | 0.00% | +18+1.1% | Added |
| Camden Capital, LLC | 1,633 | $557.5K | 0.03% | +8+0.5% | Added |
| GAMMA Investing LLC | 1,597 | $545.3K | 0.02% | +148+10.2% | Added |
| Citizens Financial Group Inc | 1,576 | $538.1K | 0.01% | −5−0.3% | Reduced |
| Dorsey Wright & Associates | 1,553 | $530.3K | 0.09% | −21,548−93.3% | Reduced |
| Callan Family Office, LLC | 1,533 | $523.4K | 0.01% | +23+1.5% | Added |
| Centiva Capital, LP | 1,520 | $519.0K | 0.02% | +1,520 | New |
| Precision Wealth Strategies, LLC | 1,505 | $513.9K | 0.15% | −125−7.7% | Reduced |
| West Family Investments, Inc. | 1,491 | $509.1K | 0.15% | +1,491 | New |
| Whalen Wealth Management Inc. | 1,487 | $507.7K | 0.23% | −100−6.3% | Reduced |
| Polymer Capital Management (US) LLC | 1,473 | $502.9K | 0.07% | −1,166−44.2% | Reduced |
| Fielder Capital Group LLC | 1,438 | $491.0K | 0.11% | +58+4.2% | Added |
| Ritholtz Wealth Management | 1,415 | $483.3K | 0.01% | +90+6.8% | Added |
| Evolve Private Wealth, LLC | 1,413 | $482.5K | 0.03% | −140−9.0% | Reduced |
| Prudential PLC | 1,404 | $479.4K | 0.00% | +1,404 | New |
| Bond & Devick Financial Network, Inc. | 1,400 | $478.0K | 0.12% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,391 | $474.9K | 0.02% | +1,391 | New |
| Quadrant Capital Group LLC | 1,390 | $474.6K | 0.01% | −13−0.9% | Reduced |
| Ethic Inc. | 1,389 | $474.3K | 0.01% | −183−11.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,372 | $468.5K | 0.01% | −164−10.7% | Reduced |
| M&T Bank Corp | 1,324 | $452.1K | 0.00% | −759−36.4% | Reduced |
| Great Lakes Advisors, LLC | 1,315 | $449.1K | 0.00% | −32−2.4% | Reduced |
| Custom Index Systems, LLC | 1,313 | $448.3K | 0.16% | −20−1.5% | Reduced |
| Everence Capital Management Inc | 1,302 | $445.0K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 1,296 | $443.0K | 0.00% | +119+10.1% | Added |
| Kendall Capital Management | 1,280 | $437.0K | 0.07% | +285+28.6% | Added |
| Shelton Capital Management | 1,268 | $432.9K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,265 | $431.9K | 0.01% | −184−12.7% | Reduced |
| State of Wyoming | 1,263 | $431.2K | 0.04% | +1,116+759.2% | Added |
| CIBC Asset Management Inc | 1,224 | $417.9K | 0.00% | +31+2.6% | Added |
| Insight Wealth Partners, LLC | 1,223 | $417.6K | 0.06% | −31−2.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,213 | $414.2K | 0.02% | −13,059−91.5% | Reduced |
| 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 |
| denkapparat Operations GmbH | 1,196 | $408.4K | 0.13% | +1,196 | New |
| Wedmont Private Capital | 1,209 | $404.7K | 0.01% | +128+11.8% | Added |
| AE Wealth Management LLC | 1,184 | $404.6K | 0.00% | +67+6.0% | Added |
| Stephens Inc | 1,181 | $403.2K | 0.00% | −1−0.1% | Reduced |
| Legacy Financial Independent Advisors LLC | 1,178 | $402.2K | 0.19% | +94+8.7% | Added |
| Atomi Financial Group, Inc. | 1,173 | $400.5K | 0.01% | +268+29.6% | Added |
| 1832 Asset Management L.P. | 1,173 | $400.5K | 0.00% | +1,173 | New |
| Jackson Thornton Asset Management, LLC | 1,165 | $397.8K | 0.03% | +359+44.5% | Added |
| Crestwood Advisors Group LLC | 1,156 | $394.7K | 0.01% | +63+5.8% | Added |
| Laird Norton Trust Company, LLC | 1,145 | $390.9K | 0.01% | +2+0.2% | Added |
| Susquehanna International Group, LLP | 1,142 | $389.9K | 0.00% | −19,383−94.4% | Reduced |
| NewEdge Wealth, LLC | 1,137 | $388.2K | 0.00% | +147+14.8% | Added |
| Wealthspire Advisors, LLC | 1,128 | $385.1K | 0.00% | −171−13.2% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 1,120 | $382.4K | 0.01% | +1,120 | New |
| Farther Finance Advisors, LLC | 1,107 | $377.3K | 0.00% | +118+11.9% | Added |
| Sagespring Wealth Partners, LLC | 1,105 | $377.1K | 0.01% | +153+16.1% | Added |
| Qtron Investments LLC | 1,103 | $376.6K | 0.05% | −25−2.2% | Reduced |
| Atria Investments LLC | 1,099 | $375.2K | 0.00% | −2,073−65.4% | Reduced |
| North Dakota State Investment Board | 1,096 | $374.2K | 0.02% | +18+1.7% | Added |
| Axq Capital, LP | 1,093 | $373.2K | 0.04% | −6,433−85.5% | Reduced |
| Riversedge Advisors, LLC | 1,082 | $369.5K | 0.05% | +1,082 | New |
| Proficio Capital Partners LLC | 1,073 | $366.4K | 0.01% | +1,073 | New |
| Exchange Traded Concepts, LLC | 1,072 | $366.0K | 0.00% | +171+19.0% | Added |
| Jump Financial, LLC | 1,046 | $357.1K | 0.00% | +1,046 | New |
| Nykredit A/S | 1,039 | $354.8K | 0.00% | +1,039 | New |
| Cambridge Investment Research Advisors, Inc. | 1,028 | $351.0K | 0.00% | −80−7.2% | Reduced |
| Joel Isaacson & Co., LLC | 1,026 | $350.4K | 0.01% | +3+0.3% | Added |
| Toronto Dominion Bank | 1,018 | $347.0K | 0.00% | −327−24.3% | Reduced |
| Private Advisor Group, LLC | 1,009 | $344.5K | 0.00% | +1,009 | New |
| Sentinus, LLC | 1,007 | $343.8K | 0.03% | +315+45.5% | 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 |
| Linden Thomas Advisory Services, LLC | 992 | $338.7K | 0.03% | +12+1.2% | Added |
| Parallel Advisors, LLC | 986 | $336.8K | 0.01% | +2+0.2% | Added |
| Narus Financial Partners, LLC | 979 | $334.3K | 0.09% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 971 | $331.5K | 0.01% | +971 | New |
| Meeder Advisory Services, Inc. | 967 | $330.1K | 0.01% | −4−0.4% | Reduced |
| Moody Aldrich Partners LLC | 962 | $328.5K | 0.06% | −3−0.3% | Reduced |
| PCM Encore, LLC | 911 | $311.2K | 0.05% | −1−0.1% | Reduced |
| Azimuth Capital Investment Management LLC | 905 | $309.0K | 0.01% | +15+1.7% | Added |
| Caerus Investment Advisors, LLC | 901 | $307.6K | 0.10% | +901 | New |
| VestGen Advisors, LLC | 900 | $307.3K | 0.01% | −2−0.2% | Reduced |
| 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 |
| Versant Capital Management, Inc | 889 | $303.5K | 0.03% | +144+19.3% | Added |
| Park Avenue Securities LLC | 880 | $301.0K | 0.00% | −140−13.7% | Reduced |
| Evergreen Capital Management LLC | 868 | $296.4K | 0.01% | −83−8.7% | Reduced |
| Norden Group LLC | 868 | $296.3K | 0.02% | −23−2.6% | Reduced |
| Belpointe Asset Management LLC | 862 | $294.3K | 0.01% | −133−13.4% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 858 | $293.0K | 0.05% | +858 | New |
| Hilltop Holdings Inc. | 854 | $291.6K | 0.02% | +50+6.2% | Added |
| Investment House LLC | 850 | $290.2K | 0.01% | 00.0% | Unchanged |