Evercore Inc. (EVR) — Institutional Holders, Q2 2026 (page 4)
714 institutional investment managers reported a EVR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $12.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
EVR 13F holders ranked 301–400 of 714
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | HRT FINANCIAL#301 · 4,807 sh | 4,807 | $1.6M | <0.01% | -78.8% |
| 302 | Catalyst Capital Advisors#302 · 4,800 sh | 4,800 | $1.6M | 0.03% | -4.5% |
| 303 | Sivia Capital Partners#303 · 4,767 sh | 4,767 | $1.6M | 0.20% | +19.8% |
| 304 | FOX RUN MANAGEMENT, L.L.C.#304 · 4,730 sh | 4,730 | $1.6M | 0.27% | New |
| 305 | CAXTON ASSOCIATES LLP#305 · 4,728 sh | 4,728 | $1.6M | 0.03% | New |
| 306 | Cornerstone Investment Partners#306 · 4,710 sh | 4,710 | $1.6M | 0.05% | +0.2% |
| 307 | Capricorn Fund Managers Ltd#307 · 4,700 sh | 4,700 | $1.6M | 0.13% | New |
| 308 | Chicago Partners Investment Group#308 · 4,769 sh | 4,769 | $1.6M | — | +14.4% |
| 309 | Krilogy Financial#309 · 4,662 sh | 4,662 | $1.6M | — | +46.5% |
| 310 | Legato Capital Management#310 · 4,635 sh | 4,635 | $1.6M | 0.13% | +2.2% |
| 311 | Focus Partners Advisor Solutions#311 · 4,592 sh | 4,592 | $1.6M | 0.01% | -9.4% |
| 312 | XPONANCE#312 · 4,497 sh | 4,497 | $1.5M | <0.01% | -0.9% |
| 313 | Pacer Advisors#313 · 4,349 sh | 4,349 | $1.5M | <0.01% | New |
| 314 | PNC FINANCIAL SERVICES GROUP#314 · 4,148 sh | 4,148 | $1.4M | <0.01% | +11.5% |
| 315 | Freedom Day Solutions#315 · 4,039 sh | 4,039 | $1.4M | — | -4.7% |
| 316 | First Eagle Investment Management#316 · 3,960 sh | 3,960 | $1.4M | <0.01% | +1.5% |
| 317 | PenderFund Capital Management Ltd.#317 · 3,916 sh | 3,916 | $1.3M | 0.17% | +26.3% |
| 318 | State of Alaska, Department of Revenue#318 · 3,791 sh | 3,791 | $1.3M | — | -1.5% |
| 319 | RFG Advisory#319 · 3,750 sh | 3,750 | $1.3M | 0.02% | New |
| 320 | Sanctuary Advisors#320 · 3,733 sh | 3,733 | $1.3M | <0.01% | -0.1% |
| 321 | Integrated Wealth Concepts#321 · 3,694 sh | 3,694 | $1.3M | <0.01% | +16.0% |
| 322 | Mount Lucas Management#322 · 3,573 sh | 3,573 | $1.2M | 0.43% | +107.4% |
| 323 | BUCKHEAD CAPITAL MANAGEMENT#323 · 3,555 sh | 3,555 | $1.2M | 0.42% | 0.0% |
| 324 | Bull Harbor Capital#324 · 3,553 sh | 3,553 | $1.2M | 0.24% | +65.8% |
| 325 | Trivant Custom Portfolio Group#325 · 3,538 sh | 3,538 | $1.2M | 0.64% | -2.8% |
| 326 | Legacy Wealth Asset Management#326 · 3,521 sh | 3,521 | $1.2M | — | -4.1% |
| 327 | Atom Investors#327 · 3,502 sh | 3,502 | $1.2M | 0.11% | New |
| 328 | ALLSTATE#328 · 3,466 sh | 3,466 | $1.2M | 0.01% | -55.8% |
| 329 | Allspring Global Investments#329 · 3,369 sh | 3,369 | $1.1M | <0.01% | +7.7% |
| 330 | Jackson Wealth Management#330 · 3,360 sh | 3,360 | $1.1M | 0.68% | -91.5% |
| 331 | PARSONS CAPITAL MANAGEMENT#331 · 3,250 sh | 3,250 | $1.1M | 0.05% | +333.3% |
| 332 | PINEBRIDGE INVESTMENTS#332 · 3,219 sh | 3,219 | $1.1M | <0.01% | +132.9% |
| 333 | Legend Financial Advisors#333 · 3,210 sh | 3,210 | $1.1M | 0.62% | -0.3% |
| 334 | Impact Partnership Wealth#334 · 3,204 sh | 3,204 | $1.1M | 0.11% | +15.2% |
| 335 | COLDSTREAM CAPITAL MANAGEMENT#335 · 3,185 sh | 3,185 | $1.1M | 0.01% | +1.2% |
| 336 | Baird Financial Group#336 · 3,181 sh | 3,181 | $1.1M | <0.01% | 0.0% |
| 337 | HB Wealth Management#337 · 3,171 sh | 3,171 | $1.1M | — | +43.6% |
| 338 | ISTHMUS PARTNERS#338 · 3,165 sh | 3,165 | $1.1M | — | 0.0% |
| 339 | Nicholas Investment Partners#339 · 3,138 sh | 3,138 | $1.1M | 0.06% | 0.0% |
| 340 | Swedbank AB#340 · 3,000 sh | 3,000 | $1.0M | — | 0.0% |
| 341 | FEDERATED HERMES#341 · 2,989 sh | 2,989 | $1.0M | <0.01% | -2.8% |
| 342 | Havemeyer Place#342 · 2,980 sh | 2,980 | $1.0M | 0.10% | -12.8% |
| 343 | Vestmark Advisory Solutions#343 · 2,970 sh | 2,970 | $1.0M | <0.01% | New |
| 344 | NISA INVESTMENT ADVISORS#344 · 2,951 sh | 2,951 | $1.0M | — | +7.3% |
| 345 | Dynamic Advisor Solutions#345 · 2,915 sh | 2,915 | $995.3K | — | -9.2% |
| 346 | DARK FOREST CAPITAL MANAGEMENT#346 · 2,903 sh | 2,903 | $991.2K | 0.06% | -18.0% |
| 347 | SECURIAN ASSET MANAGEMENT#347 · 2,891 sh | 2,891 | $987.4K | 0.04% | 0.0% |
| 348 | NOVEM GROUP#348 · 2,888 sh | 2,888 | $986.3K | — | New |
| 349 | INTRUST BANK NA#349 · 2,879 sh | 2,879 | $983.0K | 0.07% | -3.3% |
| 350 | AlphaGrep UK Ltd#350 · 2,844 sh | 2,844 | $971.1K | 0.29% | +141.6% |
| 351 | WADDELL & ASSOCIATES#351 · 2,840 sh | 2,840 | $969.7K | 0.05% | +12.9% |
| 352 | BNP PARIBAS#352 · 2,825 sh | 2,825 | $964.6K | 0.03% | -6.9% |
| 353 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS#353 · 2,824 sh | 2,824 | $964.2K | 0.02% | New |
| 354 | Calamos Advisors#354 · 2,799 sh | 2,799 | $955.7K | <0.01% | +43.3% |
| 355 | WILEY BROS.-AINTREE CAPITAL#355 · 2,754 sh | 2,754 | $940.2K | <0.01% | +149.7% |
| 356 | UNITED CAPITAL FINANCIAL ADVISORS#356 · 2,636 sh | 2,636 | $900.0K | <0.01% | +123.2% |
| 357 | O'ROURKE & COMPANY#357 · 2,604 sh | 2,604 | $889.3K | 0.31% | -2.8% |
| 358 | MGO ONE SEVEN#358 · 2,603 sh | 2,603 | $888.8K | 0.01% | -0.5% |
| 359 | Penserra Capital Management#359 · 2,601 sh | 2,601 | $888.0K | <0.01% | -8.8% |
| 360 | First National Bank of Hutchinson#360 · 2,582 sh | 2,582 | $881.6K | 0.48% | New |
| 361 | Tower Research Capital (TRC)#361 · 2,563 sh | 2,563 | $875.1K | 0.02% | +51.2% |
| 362 | COMMONWEALTH EQUITY SERVICES#362 · 2,388 sh | 2,388 | $815.5K | <0.01% | -5.9% |
| 363 | Marshall Financial Group#363 · 2,373 sh | 2,373 | $810.3K | 0.12% | New |
| 364 | Swiss Life Asset Management Ltd#364 · 2,365 sh | 2,365 | $807.5K | <0.01% | -30.7% |
| 365 | NewEdge Advisors#365 · 2,348 sh | 2,348 | $801.8K | <0.01% | New |
| 366 | Vise Technologies#366 · 2,326 sh | 2,326 | $794.2K | <0.01% | +28.7% |
| 367 | FLAGSHIP HARBOR ADVISORS#367 · 2,325 sh | 2,325 | $793.8K | — | +17.1% |
| 368 | AVIVA PLC#368 · 2,290 sh | 2,290 | $781.9K | <0.01% | -17.8% |
| 369 | EverSource Wealth Advisors#369 · 2,263 sh | 2,263 | $772.7K | 0.03% | -31.2% |
| 370 | JMN Financial#370 · 2,258 sh | 2,258 | $771.2K | 0.60% | -1.1% |
| 371 | MML INVESTORS SERVICES#371 · 2,254 sh | 2,254 | $769.6K | <0.01% | +15.5% |
| 372 | GARDNER LEWIS ASSET MANAGEMENT L P#372 · 2,230 sh | 2,230 | $761.4K | 0.17% | New |
| 373 | PRINCETON CAPITAL MANAGEMENT#373 · 2,220 sh | 2,220 | $758.0K | 0.17% | -69.0% |
| 374 | EP Wealth Advisors#374 · 2,212 sh | 2,212 | $755.2K | <0.01% | +32.0% |
| 375 | TRANSCEND WEALTH COLLECTIVE#375 · 2,197 sh | 2,197 | $750.2K | 0.05% | +54.3% |
| 376 | JANE STREET GROUP#376 · 2,191 sh | 2,191 | $748.1K | <0.01% | -92.8% |
| 377 | Morningstar Investment Management#377 · 2,506 sh | 2,506 | $748.1K | 0.05% | 0.0% |
| 378 | Lido Advisors#378 · 2,170 sh | 2,170 | $741.1K | <0.01% | +80.4% |
| 379 | PRUDENTIAL FINANCIAL#379 · 2,161 sh | 2,161 | $737.9K | <0.01% | -66.6% |
| 380 | Kera Capital Partners#380 · 2,141 sh | 2,141 | $731.0K | 0.07% | +4.0% |
| 381 | Allworth Financial#381 · 2,123 sh | 2,123 | $724.9K | <0.01% | +40.3% |
| 382 | Waverly Advisors#382 · 2,037 sh | 2,037 | $695.5K | <0.01% | +6.6% |
| 383 | Aviance Capital Partners#383 · 2,028 sh | 2,028 | $692.4K | 0.07% | -3.3% |
| 384 | Diversify Advisory Services#384 · 2,025 sh | 2,025 | $688.7K | — | New |
| 385 | DIVERSIFY WEALTH MANAGEMENT#385 · 2,025 sh | 2,025 | $688.7K | — | -11.6% |
| 386 | HUDSON EDGE INVESTMENT PARTNERS#386 · 2,008 sh | 2,008 | $685.6K | 0.09% | +49.7% |
| 387 | NorthCrest Asset Manangement#387 · 2,013 sh | 2,013 | $683.9K | — | +67.8% |
| 388 | BOK Financial Private Wealth#388 · 1,965 sh | 1,965 | $670.9K | 0.03% | -12.1% |
| 389 | Summit Financial#389 · 1,952 sh | 1,952 | $666.4K | <0.01% | -1.8% |
| 390 | Utah Retirement Systems#390 · 1,914 sh | 1,914 | $653.5K | <0.01% | -1.7% |
| 391 | KESTRA PRIVATE WEALTH SERVICES#391 · 1,913 sh | 1,913 | $653.3K | <0.01% | +0.9% |
| 392 | Savvy Advisors#392 · 1,907 sh | 1,907 | $651.1K | 0.01% | -9.9% |
| 393 | Baker Avenue Asset Management#393 · 1,900 sh | 1,900 | $648.7K | 0.01% | +15.6% |
| 394 | DnB Asset Management AS#394 · 1,889 sh | 1,889 | $645.0K | <0.01% | +1.2% |
| 395 | HANCOCK WHITNEY#395 · 1,884 sh | 1,884 | $643.3K | 0.01% | -74.1% |
| 396 | Cetera Company, N.A#396 · 1,870 sh | 1,870 | $638.5K | 0.32% | +2.7% |
| 397 | Hardy Reed#397 · 1,857 sh | 1,857 | $634.1K | 0.04% | +0.2% |
| 398 | CHOREO#398 · 1,854 sh | 1,854 | $633.1K | <0.01% | -2.1% |
| 399 | iA Global Asset Management#399 · 1,855 sh | 1,855 | $633.0K | <0.01% | New |
| 400 | Empowered Funds#400 · 1,850 sh | 1,850 | $631.7K | <0.01% | +129.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.