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 |
|---|---|---|---|---|---|
| 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 |
| Oppenheimer & Co Inc | 848 | $289.5K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 847 | $289.2K | 0.00% | +122+16.8% | Added |
| Mission Wealth Management, LP | 846 | $288.9K | 0.00% | +846 | New |
| Inscription Capital, LLC | 838 | $286.3K | 0.03% | +31+3.8% | Added |
| QTR Family Wealth, LLC | 838 | $286.1K | 0.10% | −11−1.3% | Reduced |
| New England Research & Management, Inc. | 831 | $283.7K | 0.11% | +831 | New |
| Optas, LLC | 830 | $283.4K | 0.04% | +1+0.1% | Added |
| Northwest Wealth Management, LLC | 829 | $283.1K | 0.04% | +149+21.9% | Added |
| Index Technologies Group LLC | 827 | $282.4K | 0.23% | −18−2.1% | Reduced |
| Centurion Wealth Management LLC | 825 | $281.7K | 0.07% | −225−21.4% | Reduced |
| Profund Advisors LLC | 818 | $279.3K | 0.01% | −53−6.1% | Reduced |
| Lazard Asset Management LLC | 815 | $278.3K | 0.00% | +815 | New |
| Portside Wealth Group, LLC | 809 | $276.2K | 0.03% | −96−10.6% | Reduced |
| Greenspring Advisors, LLC | 808 | $275.9K | 0.02% | +38+4.9% | Added |
| Planned Solutions, Inc. | 800 | $273.2K | 0.08% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 800 | $273.2K | 0.06% | +800 | New |
| RMB Capital Management, LLC | 792 | $270.4K | 0.00% | 00.0% | Unchanged |
| Anb Bank | 785 | $268.0K | 0.10% | +14+1.8% | Added |
| Storgate, LLC | 784 | $267.7K | 0.06% | +784 | New |
| Symphony Financial, Ltd. Co. | 784 | $267.0K | 0.03% | −9−1.1% | Reduced |
| Advisor OS, LLC | 781 | $266.7K | 0.02% | +23+3.0% | Added |
| DRW Securities, LLC | 779 | $266.0K | 0.02% | +779 | New |
| Turtle Creek Wealth Advisors, LLC | 773 | $263.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 767 | $261.9K | 0.00% | +767 | New |
| Savant Capital, LLC | 769 | $260.4K | 0.00% | −82−9.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 760 | $259.5K | 0.02% | −25−3.2% | Reduced |
| Central Trust Co | 737 | $251.6K | 0.00% | +97+15.2% | Added |
| Astoria Portfolio Advisors LLC. | 735 | $251.0K | 0.04% | +152+26.1% | Added |
| Vinva Investment Management Ltd | 512 | $249.1K | 0.00% | +512 | New |
| Essential Partners LLC | 728 | $248.6K | 0.11% | −3,276−81.8% | Reduced |
| StoneX Group Inc. | 721 | $246.2K | 0.01% | +721 | New |
| Evercore Wealth Management, LLC | 720 | $245.8K | 0.00% | −1,000−58.1% | Reduced |
| QRG Capital Management, Inc. | 718 | $245.2K | 0.00% | +718 | New |
| Matauro, LLC | 712 | $243.0K | 0.03% | +5+0.7% | Added |
| Kingsview Wealth Management, LLC | 710 | $242.4K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 710 | $242.4K | 0.01% | +710 | New |
| Perpetual Ltd | 710 | $242.4K | 0.00% | +710 | New |
| Abel Hall, LLC | 705 | $240.7K | 0.04% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 703 | $240.2K | 0.00% | +703 | New |
| Retirement Guys Formula LLC | 693 | $236.5K | 0.09% | −1−0.1% | Reduced |
| Destination Wealth Management | 691 | $235.9K | 0.01% | +10+1.5% | Added |
| IFP Advisors, Inc | 690 | $235.6K | 0.00% | +236+52.0% | Added |
| Hamilton Capital Partners Inc. | 681 | $232.5K | 0.01% | +13+1.9% | Added |
| Denali Advisors LLC | 670 | $228.8K | 0.02% | −1−0.1% | Reduced |
| Concurrent Investment Advisors, LLC | 658 | $224.8K | 0.00% | −61−8.5% | Reduced |
| Knightsbridge Asset Management, LLC | 658 | $224.7K | 0.03% | +658 | New |
| Frec Markets, Inc. | 649 | $221.6K | 0.02% | +649 | New |
| Trust Point Inc. | 648 | $221.3K | 0.02% | +648 | New |
| Ashton Thomas Private Wealth, LLC | 647 | $220.9K | 0.00% | +647 | New |
| Banque Pictet & Cie SA | 646 | $220.6K | 0.00% | −198−23.5% | Reduced |
| Abundance Wealth Counselors | 644 | $219.9K | 0.01% | +644 | New |
| Mutual Advisors, LLC | 642 | $219.2K | 0.00% | +642 | New |
| Keybank National Association | 640 | $218.5K | 0.00% | +640 | New |
| Investment Research Partners LLC | 636 | $217.2K | 0.07% | +636 | New |
| GW Henssler & Associates Ltd | 629 | $214.8K | 0.01% | +629 | New |
| PDS Planning, Inc | 628 | $214.4K | 0.01% | +628 | New |
| Childress Capital Advisors, LLC | 628 | $214.4K | 0.04% | +628 | New |
| National Bank of Canada | 626 | $213.7K | 0.00% | −58−8.5% | Reduced |
| Cambria Investment Management, L.P. | 623 | $212.7K | 0.01% | +623 | New |
| Rafferty Asset Management, LLC | 610 | $208.3K | 0.00% | +610 | New |
| Magnetar Financial LLC | 607 | $207.3K | 0.00% | −615−50.3% | Reduced |
| Claro Advisors LLC | 606 | $206.9K | 0.02% | +606 | New |
| Perigon Wealth Management, LLC | 600 | $204.8K | 0.00% | +600 | New |
| Dorsey & Whitney Trust CO LLC | 600 | $204.7K | 0.01% | +600 | New |
| Marex Group plc | 598 | $204.2K | 0.00% | +598 | New |
| Cypress Capital, LLC | 597 | $203.8K | 0.06% | −140−19.0% | Reduced |
| AlphaCentric Advisors LLC | 592 | $202.1K | 0.17% | +320+117.6% | Added |
| HMS Capital Management, LLC | 586 | $200.2K | 0.07% | +586 | New |
| Umb Bank N A | 580 | $198.0K | 0.00% | +14+2.5% | Added |
| Eurizon Capital SGR S.p.A. | 584 | $197.7K | 0.00% | +343+142.3% | Added |
| Central Pacific Bank - Trust Division | 570 | $194.6K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 563 | $192.2K | 0.00% | +7+1.3% | Added |
| Ronald Blue Trust, Inc. | 556 | $189.7K | 0.00% | +8+1.5% | Added |
| True Wealth Design, LLC | 524 | $178.9K | 0.04% | +157+42.8% | Added |
| Zions Bancorporation, National Association | 467 | $159.5K | 0.01% | −28−5.7% | Reduced |
| Employees Retirement System of Texas | 434 | $148.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 381 | $130.1K | 0.00% | +381 | New |
| Bessemer Group Inc | 295 | $100.0K | 0.00% | +38+14.8% | Added |
| Group One Trading, L.P. | 276 | $94.2K | 0.00% | +163+144.2% | Added |
| Clearstead Advisors, LLC | 247 | $84.3K | 0.00% | −566−69.6% | Reduced |
| WealthCollab, LLC | 238 | $81.3K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 234 | $79.9K | 0.00% | −33−12.4% | Reduced |
| Bayforest Capital Ltd | 227 | $77.5K | 0.07% | −866−79.2% | Reduced |
| Signaturefd, LLC | 225 | $76.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 218 | $73.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 186 | $63.6K | 0.00% | −50−21.2% | Reduced |
| Piscataqua Savings Bank | 180 | $61.5K | 0.04% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 173 | $59.1K | 0.00% | −47−21.4% | Reduced |
| GHP Investment Advisors, Inc. | 172 | $58.7K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 170 | $57.9K | 0.00% | +4+2.4% | Added |
| Cedar Mountain Advisors, LLC | 165 | $56.3K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 163 | $55.7K | 0.00% | +5+3.2% | Added |
| Larson Financial Group LLC | 153 | $52.3K | 0.00% | +1+0.7% | Added |
| First Horizon Corp | 141 | $48.1K | 0.00% | +15+11.9% | Added |
| Key Financial Inc | 137 | $46.8K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 135 | $46.1K | 0.00% | +59+77.6% | Added |
| Keating Financial Advisory Services, Inc. | 134 | $45.8K | 0.01% | +38+39.6% | Added |
| Walleye Capital LLC | 126 | $43.0K | 0.00% | −6,071−98.0% | Reduced |