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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.

Institutional holdersQ2 2026: 714 institutions
Q1 2021: 411 institutionsQ2 2021: 429 institutionsQ3 2021: 426 institutionsQ4 2021: 439 institutionsQ1 2022: 406 institutionsQ2 2022: 382 institutionsQ3 2022: 369 institutionsQ4 2022: 395 institutionsQ1 2023: 421 institutionsQ2 2023: 400 institutionsQ3 2023: 398 institutionsQ4 2023: 437 institutionsQ1 2024: 474 institutionsQ2 2024: 471 institutionsQ3 2024: 514 institutionsQ4 2024: 584 institutionsQ1 2025: 551 institutionsQ2 2025: 566 institutionsQ3 2025: 629 institutionsQ4 2025: 636 institutionsQ1 2026: 657 institutionsQ2 2026: 714 institutions
Value heldQ2 2026: $12.2B
Q1 2021: $4.93BQ2 2021: $5.03BQ3 2021: $4.64BQ4 2021: $4.67BQ1 2022: $3.78BQ2 2022: $2.98BQ3 2022: $2.66BQ4 2022: $3.58BQ1 2023: $3.75BQ2 2023: $4.14BQ3 2023: $4.59BQ4 2023: $5.70BQ1 2024: $6.47BQ2 2024: $7.04BQ3 2024: $8.41BQ4 2024: $9.23BQ1 2025: $6.87BQ2 2025: $9.65BQ3 2025: $11.7BQ4 2025: $11.9BQ1 2026: $10.5BQ2 2026: $12.2B
Institutions holding EVR and their total value by quarter
QuarterHoldersValue
Q2 2026714$12.2B
Q1 2026657$10.5B
Q4 2025636$11.9B
Q3 2025629$11.7B
Q2 2025566$9.65B
Q1 2025551$6.87B
Q4 2024584$9.23B
Q3 2024514$8.41B
Q2 2024471$7.04B
Q1 2024474$6.47B
Q4 2023437$5.70B
Q3 2023398$4.59B
Q2 2023400$4.14B
Q1 2023421$3.75B
Q4 2022395$3.58B
Q3 2022369$2.66B
Q2 2022382$2.98B
Q1 2022406$3.78B
Q4 2021439$4.67B
Q3 2021426$4.64B
Q2 2021429$5.03B
Q1 2021411$4.93B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q1 2026.

Institutions holding EVR in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd126$43.0K0.02%−9−6.7%Reduced
LRI Investments, LLC125$42.7K0.00%−4−3.1%Reduced
Pinnacle Wealth Planning Services, Inc.123$42.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc122$41.7K0.01%00.0%Unchanged
NBC Securities, Inc.112$38.2K0.00%+10+9.8%Added
Fortitude Family Office, LLC111$37.9K0.01%+51+85.0%Added
CVA Family Office, LLC108$36.9K0.00%+14+14.9%Added
Basecamp Wealth Advisors LLC105$35.9K0.01%+16+18.0%Added
Owl Creek Wealth Partners LLC92$31.4K0.01%+5+5.7%Added
Parkside Financial Bank & Trust89$30.4K0.00%−2−2.2%Reduced
Hurley Capital, LLC87$29.7K0.02%00.0%Unchanged
Elevated Capital Advisors, LLC84$28.7K0.01%−25−22.9%Reduced
Fedenia Advisers LLC84$28.7K0.01%+84New
Close Asset Management Ltd80$27.0K0.00%00.0%Unchanged
Salem Investment Counselors Inc75$25.6K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.69$23.6K0.00%00.0%Unchanged
Tidemark, LLC68$23.3K0.01%00.0%Unchanged
Harbor Asset Planning, Inc.67$22.9K0.02%00.0%Unchanged
SJS Investment Consulting Inc.65$22.2K0.00%+22+51.2%Added
Action Point Financial Planning, LLC62$20.8K0.00%+62New
Bryn Mawr Trust Co60$20.5K0.00%00.0%Unchanged
Manchester Capital Management LLC59$20.1K0.00%−2−3.3%Reduced
Transamerica Financial Advisors, Inc.58$20.0K0.00%−13,505−99.6%Reduced
Tradewinds Capital Management, LLC55$18.8K0.00%00.0%Unchanged
Natixis51$17.4K0.00%−19,393−99.7%Reduced
ZRC Wealth Management, LLC50$17.1K0.01%+43+614.3%Added
Ameriflex Group, Inc.48$16.4K0.01%+48New
Smithfield Trust Co42$14.0K0.00%00.0%Unchanged
REAP Financial Group, LLC41$14.0K0.00%00.0%Unchanged
Harbour Investments, Inc.41$13.9K0.00%+2+5.1%Added
Bartlett & Co. Wealth Management LLC40$13.7K0.00%00.0%Unchanged
Regatta Research & Money Management40$13.5K0.01%+40New
JFS Wealth Advisors, LLC39$13.3K0.00%+1+2.6%Added
Quantbot Technologies LP35$11.9K0.00%+35New
Mather Group, LLC.34$11.6K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc33$11.3K0.00%00.0%Unchanged
BFSG, LLC32$10.9K0.00%00.0%Unchanged
Private Wealth Management Group, LLC32$10.9K0.00%00.0%Unchanged
Persistent Asset Partners Ltd32$10.9K0.00%+32New
Wealth Enhancement Trust Services, Inc.30$10.2K0.00%+24+400.0%Added
Silver Grove Financial Group, Inc.29$9.90K0.01%+29New
Addison Advisors LLC26$8.88K0.00%−106−80.3%Reduced
United Financial Planning Group LLC26$8.88K0.00%00.0%Unchanged
Highline Wealth Partners LLC25$8.54K0.00%+17+212.5%Added
Toth Financial Advisory Corp22$7.51K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC21$7.17K0.00%00.0%Unchanged
Danske Bank A/S20$6.83K0.00%00.0%Unchanged
JPL Wealth Management, LLC20$6.83K0.00%+1+5.3%Added
Park Place Capital Corp20$6.83K0.00%+20New
American National Bank20$6.83K0.00%+1+5.3%Added
UMA Financial Services, Inc.19$6.49K0.00%−2−9.5%Reduced
Bogart Wealth, LLC16$5.46K0.00%+1+6.7%Added
Keb Asset Management, LLC16$5.46K0.00%+16New
Rialto Wealth Management, LLC15$5.12K0.00%+1+7.1%Added
Meeder Asset Management Inc15$5.12K0.00%+15New
Navigoe, LLC16$5.00K0.00%+3+23.1%Added
Moisand Fitzgerald Tamayo, LLC14$4.78K0.00%00.0%Unchanged
Hughes Financial Services, LLC14$4.78K0.00%+6+75.0%Added
SOA Wealth Advisors, LLC.14$4.78K0.00%+14New
Tounjian Advisory Partners, LLC14$4.71K0.00%+14New
Altshuler Shaham Ltd13$4.44K0.00%−1−7.1%Reduced
Atlantic Trust, LLC12$4.10K0.00%00.0%Unchanged
Atlas Capital Advisors LLC12$4.10K0.00%00.0%Unchanged
Rossby Financial, LCC11$3.76K0.00%+1+10.0%Added
Cromwell Holdings LLC11$3.76K0.00%+6+120.0%Added
South State Corp.10$3.42K0.00%+1+11.1%Added
WPG Advisers, LLC10$3.41K0.00%00.0%Unchanged
MidFirst Bank10$3.41K0.00%00.0%Unchanged
Westfuller Advisors, LLC10$3.27K0.00%00.0%Unchanged
Pier Capital, LLC9$3.07K0.00%−2,484−99.6%Reduced
Activest Wealth Management9$3.07K0.00%−8−47.1%Reduced
High Note Wealth, LLC9$3.07K0.00%00.0%Unchanged
Creative Financial Designs Inc8$2.73K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC8$2.73K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.8$2.73K0.00%00.0%Unchanged
HFM Investment Advisors, LLC8$2.73K0.00%+5+166.7%Added
Asset Dedication, LLC8$2.73K0.00%+8New
Creative Capital Management Investments LLC8$2.73K0.00%+8New
Cornerstone Planning Group LLC8$2.68K0.00%00.0%Unchanged
Concord Wealth Partners7$2.40K0.00%+7New
Whipplewood Advisors, LLC7$2.39K0.00%−17−70.8%Reduced
Principia Wealth Advisory, LLC7$2.39K0.00%−1−12.5%Reduced
DiNuzzo Private Wealth, Inc.6$2.05K0.00%00.0%Unchanged
Winthrop Capital Management, LLC7$2.00K0.00%+7New
Signature Equity Partners, LLC5$1.71K0.00%00.0%Unchanged
Front Row Advisors LLC5$1.51K0.00%00.0%Unchanged
Investors Portfolio Services LLC4$1.37K0.00%00.0%Unchanged
Crewe Advisors LLC3$1.02K0.00%00.0%Unchanged
AdvisorNet Financial, Inc3$1.02K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC3$1.02K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC2$1.00K0.00%00.0%Unchanged
Avion Wealth3$1.00K0.00%−1−25.0%Reduced
Atlantic Private Wealth, LLC2$6850.00%00.0%Unchanged
CoreCap Advisors, LLC2$6830.00%−47−95.9%Reduced
Sachetta, LLC2$6830.00%00.0%Unchanged
American Capital Advisory, LLC2$6830.00%00.0%Unchanged
Financial Management Professionals, Inc.2$6830.00%00.0%Unchanged
Bare Financial Services, Inc2$6830.00%00.0%Unchanged
Raffa Wealth Management, LLC2$6830.00%+2New
Cornerstone Financial Management LLC2$6830.00%+2New