Evercore Inc. (EVR) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 714
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Net Worth Advisory Group#401 · 1,849 sh | 1,849 | $631.5K | — | +1.5% |
| 402 | Maryland State Retirement & Pension System#402 · 1,839 sh | 1,839 | $627.9K | 0.01% | 0.0% |
| 403 | J2 Capital Management#403 · 1,819 sh | 1,819 | $621.1K | — | -2.8% |
| 404 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT#404 · 1,807 sh | 1,807 | $617.0K | 0.15% | 0.0% |
| 405 | COMMERCE BANK#405 · 1,787 sh | 1,787 | $610.2K | <0.01% | +1.9% |
| 406 | ROBERTS GLORE#406 · 1,780 sh | 1,780 | $607.8K | 0.15% | New |
| 407 | HARBOR INVESTMENT ADVISORY#407 · 1,760 sh | 1,760 | $600.9K | — | +17.7% |
| 408 | HANTZ FINANCIAL SERVICES#408 · 1,703 sh | 1,703 | $581.0K | <0.01% | +53.3% |
| 409 | WINTON GROUP Ltd#409 · 1,680 sh | 1,680 | $573.6K | 0.02% | New |
| 410 | AlphaCore Capital#410 · 1,680 sh | 1,680 | $573.6K | 0.01% | New |
| 411 | GREENLEAF#411 · 1,677 sh | 1,677 | $572.6K | <0.01% | -1.3% |
| 412 | Encompass More Asset Management#412 · 1,661 sh | 1,661 | $567.1K | — | -0.1% |
| 413 | JOHNSON INVESTMENT COUNSEL#413 · 1,655 sh | 1,655 | $565.1K | <0.01% | +1.1% |
| 414 | CERTUITY#414 · 1,633 sh | 1,633 | $557.5K | 0.03% | +0.5% |
| 415 | GAMMA Investing#415 · 1,597 sh | 1,597 | $545.3K | — | +10.2% |
| 416 | CITIZENS FINANCIAL GROUP#416 · 1,576 sh | 1,576 | $538.1K | — | -0.3% |
| 417 | Dorsey Wright & Associates#417 · 1,553 sh | 1,553 | $530.3K | 0.09% | -93.3% |
| 418 | Callan Family Office#418 · 1,533 sh | 1,533 | $523.4K | 0.01% | +1.5% |
| 419 | Centiva Capital#419 · 1,520 sh | 1,520 | $519.0K | <0.01% | New |
| 420 | Precision Wealth Strategies#420 · 1,505 sh | 1,505 | $513.9K | 0.15% | -7.7% |
| 421 | West Family Investments#421 · 1,491 sh | 1,491 | $509.1K | 0.15% | New |
| 422 | Whalen Wealth Management#422 · 1,487 sh | 1,487 | $507.7K | — | -6.3% |
| 423 | Polymer Capital Management (US)#423 · 1,473 sh | 1,473 | $502.9K | 0.07% | -44.2% |
| 424 | Fielder Capital Group#424 · 1,438 sh | 1,438 | $491.0K | 0.11% | +4.2% |
| 425 | RITHOLTZ WEALTH MANAGEMENT#425 · 1,415 sh | 1,415 | $483.3K | <0.01% | +6.8% |
| 426 | EVOLVE PRIVATE WEALTH#426 · 1,413 sh | 1,413 | $482.5K | 0.03% | -9.0% |
| 427 | PRUDENTIAL PLC#427 · 1,404 sh | 1,404 | $479.4K | <0.01% | New |
| 428 | Bond & Devick Financial Network#428 · 1,400 sh | 1,400 | $478.0K | — | 0.0% |
| 429 | Procyon Advisors#429 · 1,391 sh | 1,391 | $474.9K | — | New |
| 430 | QUADRANT CAPITAL GROUP#430 · 1,390 sh | 1,390 | $474.6K | — | -50.5% |
| 431 | Ethic#431 · 1,389 sh | 1,389 | $474.3K | <0.01% | -11.6% |
| 432 | Fifth Third Wealth Advisors#432 · 1,372 sh | 1,372 | $468.5K | — | -10.7% |
| 433 | M&T BANK#433 · 1,324 sh | 1,324 | $452.1K | <0.01% | -36.4% |
| 434 | GREAT LAKES ADVISORS#434 · 1,315 sh | 1,315 | $449.1K | <0.01% | -2.4% |
| 435 | PRAXIS INVESTMENT MANAGEMENT#435 · 1,302 sh | 1,302 | $445.0K | 0.02% | 0.0% |
| 436 | KBC Group NV#436 · 1,296 sh | 1,296 | $443.0K | — | +10.1% |
| 437 | Kendall Capital Management#437 · 1,280 sh | 1,280 | $437.0K | — | +28.6% |
| 438 | SHELTON CAPITAL MANAGEMENT#438 · 1,268 sh | 1,268 | $432.9K | <0.01% | 0.0% |
| 439 | Sterling Capital Management#439 · 1,265 sh | 1,265 | $431.9K | — | -12.7% |
| 440 | State of Wyoming#440 · 1,263 sh | 1,263 | $431.2K | 0.04% | +759.2% |
| 441 | CIBC Asset Management#441 · 1,224 sh | 1,224 | $417.9K | <0.01% | +2.6% |
| 442 | Insight Wealth Partners#442 · 1,223 sh | 1,223 | $417.6K | — | -2.5% |
| 443 | Campbell & Investment Adviser#443 · 1,213 sh | 1,213 | $414.2K | 0.02% | -91.5% |
| 444 | CIBC WORLD MARKET#444 · 1,200 sh | 1,200 | $409.7K | <0.01% | +7.4% |
| 445 | First Bank#445 · 1,200 sh | 1,200 | $409.7K | — | -3.8% |
| 446 | Parcion Private Wealth#446 · 1,200 sh | 1,200 | $409.7K | 0.02% | +41.2% |
| 447 | denkapparat Operations GmbH#447 · 1,196 sh | 1,196 | $408.4K | 0.13% | New |
| 448 | Wedmont Private Capital#448 · 1,209 sh | 1,209 | $404.7K | — | +11.8% |
| 449 | AE Wealth Management#449 · 1,184 sh | 1,184 | $404.6K | <0.01% | +6.0% |
| 450 | STEPHENS#450 · 1,181 sh | 1,181 | $403.2K | <0.01% | -0.1% |
| 451 | LEGACY FINANCIAL INDEPENDENT ADVISORS#451 · 1,178 sh | 1,178 | $402.2K | 0.19% | +8.7% |
| 452 | Compound Planning#452 · 1,173 sh | 1,173 | $400.5K | 0.01% | +29.6% |
| 453 | 1832 Asset Management L.P.#453 · 1,173 sh | 1,173 | $400.5K | <0.01% | New |
| 454 | JACKSON THORNTON WEALTH MANAGEMENT#454 · 1,165 sh | 1,165 | $397.8K | 0.03% | +44.5% |
| 455 | Crestwood Advisors Group#455 · 1,156 sh | 1,156 | $394.7K | <0.01% | +5.8% |
| 456 | Laird Norton Wetherby Company#456 · 1,145 sh | 1,145 | $390.9K | <0.01% | +0.2% |
| 457 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#457 · 1,142 sh | 1,142 | $389.9K | 0.00% | -94.4% |
| 458 | NewEdge Wealth#458 · 1,137 sh | 1,137 | $388.2K | <0.01% | +14.8% |
| 459 | Wealthspire Advisors#459 · 1,128 sh | 1,128 | $385.1K | <0.01% | -13.2% |
| 460 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.#460 · 1,120 sh | 1,120 | $382.4K | — | New |
| 461 | Farther Finance Advisors#461 · 1,107 sh | 1,107 | $377.3K | — | +11.9% |
| 462 | SAGESPRING WEALTH PARTNERS#462 · 1,105 sh | 1,105 | $377.1K | — | +16.1% |
| 463 | Qtron Investments#463 · 1,103 sh | 1,103 | $376.6K | 0.05% | -2.2% |
| 464 | Atria Investments#464 · 1,099 sh | 1,099 | $375.2K | — | -65.4% |
| 465 | North Dakota State Investment Board#465 · 1,096 sh | 1,096 | $374.2K | 0.02% | +1.7% |
| 466 | AXQ CAPITAL#466 · 1,093 sh | 1,093 | $373.2K | 0.04% | -85.5% |
| 467 | RIVERSEDGE ADVISORS#467 · 1,082 sh | 1,082 | $369.5K | — | New |
| 468 | Proficio Capital Partners#468 · 1,073 sh | 1,073 | $366.4K | 0.01% | New |
| 469 | EXCHANGE TRADED CONCEPTS#469 · 1,072 sh | 1,072 | $366.0K | <0.01% | +19.0% |
| 470 | Jump Financial#470 · 1,046 sh | 1,046 | $357.1K | <0.01% | New |
| 471 | Nykredit A/S#471 · 1,039 sh | 1,039 | $354.8K | <0.01% | — |
| 472 | Cambridge Investment Research Advisors#472 · 1,028 sh | 1,028 | $351.0K | <0.01% | -7.2% |
| 473 | Joel Isaacson#473 · 1,026 sh | 1,026 | $350.4K | 0.01% | +0.3% |
| 474 | TORONTO DOMINION BANK#474 · 1,018 sh | 1,018 | $347.0K | <0.01% | -24.3% |
| 475 | Private Advisor Group#475 · 1,009 sh | 1,009 | $344.5K | <0.01% | New |
| 476 | Sentinus#476 · 1,007 sh | 1,007 | $343.8K | 0.03% | +45.5% |
| 477 | COURIER CAPITAL#477 · 1,000 sh | 1,000 | $341.4K | — | 0.0% |
| 478 | Heritage Wealth Management#478 · 1,000 sh | 1,000 | $341.4K | 0.09% | 0.0% |
| 479 | Linden Thomas Advisory Services#479 · 992 sh | 992 | $338.7K | — | +1.2% |
| 480 | Parallel Advisors#480 · 986 sh | 986 | $336.8K | <0.01% | +0.2% |
| 481 | Narus Financial Partners#481 · 979 sh | 979 | $334.3K | — | 0.0% |
| 482 | Lighthouse Investment Partners#482 · 971 sh | 971 | $331.5K | <0.01% | New |
| 483 | Meeder Advisory Services#483 · 967 sh | 967 | $330.1K | 0.01% | -0.4% |
| 484 | MOODY ALDRICH PARTNERS#484 · 962 sh | 962 | $328.5K | 0.06% | -0.3% |
| 485 | PCM Encore#485 · 911 sh | 911 | $311.2K | 0.05% | -0.1% |
| 486 | Azimuth Capital Investment Management#486 · 905 sh | 905 | $309.0K | 0.01% | +1.7% |
| 487 | Caerus Investment Advisors#487 · 901 sh | 901 | $307.6K | 0.10% | New |
| 488 | VestGen Advisors#488 · 900 sh | 900 | $307.3K | <0.01% | -0.2% |
| 489 | Meiji Yasuda Asset Management Ltd.#489 · 892 sh | 892 | $304.6K | 0.01% | 0.0% |
| 490 | DAYMARK WEALTH PARTNERS#490 · 892 sh | 892 | $304.6K | <0.01% | +4.0% |
| 491 | Versant Capital Management#491 · 889 sh | 889 | $303.5K | — | +19.3% |
| 492 | PARK AVENUE SECURITIES#492 · 880 sh | 880 | $301.0K | — | -13.7% |
| 493 | EVERGREEN CAPITAL MANAGEMENT#493 · 868 sh | 868 | $296.4K | — | -8.7% |
| 494 | NORDEN GROUP#494 · 868 sh | 868 | $296.3K | — | -2.6% |
| 495 | Belpointe Asset Management#495 · 862 sh | 862 | $294.3K | <0.01% | -13.4% |
| 496 | Allegiance Financial Group Advisory Services#496 · 858 sh | 858 | $293.0K | 0.05% | New |
| 497 | Hilltop#497 · 854 sh | 854 | $291.6K | 0.02% | +6.2% |
| 498 | INVESTMENT HOUSE#498 · 850 sh | 850 | $290.2K | — | 0.0% |
| 499 | SYM FINANCIAL#499 · 850 sh | 850 | $290.2K | — | +10.0% |
| 500 | BEESE FULMER INVESTMENT MANAGEMENT#500 · 850 sh | 850 | $290.2K | — | +14.7% |
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.