Evercore Inc. (EVR) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 714
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | OPPENHEIMER#501 · 848 sh | 848 | $289.5K | — | 0.0% |
| 502 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#502 · 847 sh | 847 | $289.2K | <0.01% | +16.8% |
| 503 | MISSION WEALTH MANAGEMENT#503 · 846 sh | 846 | $288.9K | — | New |
| 504 | Inscription Capital#504 · 838 sh | 838 | $286.3K | 0.03% | +3.8% |
| 505 | QTR Family Wealth#505 · 838 sh | 838 | $286.1K | 0.10% | -1.3% |
| 506 | New England Research & Management#506 · 831 sh | 831 | $283.7K | — | New |
| 507 | Optas#507 · 830 sh | 830 | $283.4K | 0.04% | +0.1% |
| 508 | NORTHWEST WEALTH MANAGEMENT#508 · 829 sh | 829 | $283.1K | 0.04% | +21.9% |
| 509 | Index Technologies Group#509 · 827 sh | 827 | $282.4K | 0.23% | -2.1% |
| 510 | Centurion Wealth Management#510 · 825 sh | 825 | $281.7K | — | -21.4% |
| 511 | PROFUND ADVISORS#511 · 818 sh | 818 | $279.3K | <0.01% | -6.1% |
| 512 | LAZARD ASSET MANAGEMENT#512 · 815 sh | 815 | $278.3K | <0.01% | New |
| 513 | Portside Wealth Group#513 · 809 sh | 809 | $276.2K | — | -10.6% |
| 514 | Greenspring Advisors#514 · 808 sh | 808 | $275.9K | 0.02% | +4.9% |
| 515 | PARADIGM ASSET MANAGEMENT#515 · 800 sh | 800 | $273.2K | 0.06% | New |
| 516 | Planned Solutions#516 · 800 sh | 800 | $273.2K | — | 0.0% |
| 517 | RMB Capital Management#517 · 792 sh | 792 | $270.4K | <0.01% | 0.0% |
| 518 | ANB BANK#518 · 785 sh | 785 | $268.0K | — | +1.8% |
| 519 | Storgate#519 · 784 sh | 784 | $267.7K | 0.06% | New |
| 520 | Symphony Financial, Ltd.#520 · 784 sh | 784 | $267.0K | — | -1.1% |
| 521 | Advisor OS#521 · 781 sh | 781 | $266.7K | 0.02% | +3.0% |
| 522 | DRW Securities#522 · 779 sh | 779 | $266.0K | <0.01% | New |
| 523 | Turtle Creek Wealth Advisors#523 · 773 sh | 773 | $263.9K | — | 0.0% |
| 524 | Global Retirement Partners#524 · 767 sh | 767 | $261.9K | <0.01% | — |
| 525 | Savant Capital#525 · 769 sh | 769 | $260.4K | <0.01% | -9.6% |
| 526 | Pekin Hardy Strauss#526 · 760 sh | 760 | $259.5K | 0.02% | -3.2% |
| 527 | CENTRAL#527 · 737 sh | 737 | $251.6K | <0.01% | +15.2% |
| 528 | Astoria Portfolio Advisors#528 · 735 sh | 735 | $251.0K | 0.04% | +26.1% |
| 529 | Vinva Investment Management Ltd#529 · 512 sh | 512 | $249.1K | <0.01% | New |
| 530 | Essential Partners#530 · 728 sh | 728 | $248.6K | — | -81.8% |
| 531 | StoneX Group#531 · 721 sh | 721 | $246.2K | <0.01% | New |
| 532 | Evercore Wealth Management#532 · 720 sh | 720 | $245.8K | <0.01% | -58.1% |
| 533 | QRG CAPITAL MANAGEMENT#533 · 718 sh | 718 | $245.2K | <0.01% | New |
| 534 | MATAURO#534 · 712 sh | 712 | $243.0K | 0.03% | +0.7% |
| 535 | Kingsview Wealth Management#535 · 710 sh | 710 | $242.4K | <0.01% | 0.0% |
| 536 | Perpetual Ltd#536 · 710 sh | 710 | $242.4K | — | New |
| 537 | WESTPAC BANKING#537 · 710 sh | 710 | $242.4K | 0.01% | New |
| 538 | Abel Hall#538 · 705 sh | 705 | $240.7K | — | 0.0% |
| 539 | TCG Advisory Services#539 · 703 sh | 703 | $240.2K | <0.01% | New |
| 540 | RETIREMENT GUYS FORMULA#540 · 693 sh | 693 | $236.5K | — | -0.1% |
| 541 | Destination Wealth Management#541 · 691 sh | 691 | $235.9K | <0.01% | +1.5% |
| 542 | IFP Advisors#542 · 690 sh | 690 | $235.6K | — | +52.0% |
| 543 | Hamilton Capital Partners#543 · 681 sh | 681 | $232.5K | <0.01% | +1.9% |
| 544 | DENALI ADVISORS#544 · 670 sh | 670 | $228.8K | 0.02% | -0.1% |
| 545 | Concurrent Investment Advisors#545 · 658 sh | 658 | $224.8K | — | -8.5% |
| 546 | Frec Markets#546 · 649 sh | 649 | $221.6K | 0.02% | New |
| 547 | Point#547 · 648 sh | 648 | $221.3K | 0.02% | New |
| 548 | Ashton Thomas Private Wealth#548 · 647 sh | 647 | $220.9K | <0.01% | New |
| 549 | BANQUE PICTET & CIE SA#549 · 646 sh | 646 | $220.6K | — | -23.5% |
| 550 | Mutual Advisors#550 · 642 sh | 642 | $219.2K | <0.01% | New |
| 551 | KEYBANK NATIONAL ASSOCIATION#551 · 640 sh | 640 | $218.5K | <0.01% | New |
| 552 | Investment Research Partners#552 · 636 sh | 636 | $217.2K | — | New |
| 553 | GW HENSSLER & ASSOCIATES LTD#553 · 629 sh | 629 | $214.8K | — | New |
| 554 | CHILDRESS CAPITAL ADVISORS#554 · 628 sh | 628 | $214.4K | 0.04% | New |
| 555 | PDS Planning#555 · 628 sh | 628 | $214.4K | 0.01% | New |
| 556 | NATIONAL BANK OF CANADA#556 · 626 sh | 626 | $213.7K | <0.01% | -8.5% |
| 557 | Cambria Investment Management, L.P.#557 · 623 sh | 623 | $212.7K | 0.01% | New |
| 558 | Rafferty Asset Management#558 · 610 sh | 610 | $208.3K | <0.01% | New |
| 559 | Magnetar Financial#559 · 607 sh | 607 | $207.3K | <0.01% | -50.3% |
| 560 | Claro Advisors#560 · 606 sh | 606 | $206.9K | 0.02% | New |
| 561 | Perigon Wealth Management#561 · 600 sh | 600 | $204.8K | — | New |
| 562 | Dorsey & Whitney#562 · 600 sh | 600 | $204.7K | 0.01% | New |
| 563 | Marex Group plc#563 · 598 sh | 598 | $204.2K | <0.01% | New |
| 564 | Cypress Capital#564 · 597 sh | 597 | $203.8K | — | -19.0% |
| 565 | AlphaCentric Advisors#565 · 592 sh | 592 | $202.1K | 0.17% | +117.6% |
| 566 | HMS Capital Management#566 · 586 sh | 586 | $200.2K | — | New |
| 567 | UMB Bank, n.a.#567 · 580 sh | 580 | $198.0K | <0.01% | +2.5% |
| 568 | Eurizon Capital SGR S.p.A.#568 · 584 sh | 584 | $197.7K | <0.01% | +142.3% |
| 569 | Central Pacific Bank - Division#569 · 570 sh | 570 | $194.6K | — | 0.0% |
| 570 | TD PRIVATE CLIENT WEALTH#570 · 563 sh | 563 | $192.2K | <0.01% | +1.3% |
| 571 | Ronald Blue#571 · 556 sh | 556 | $189.7K | — | +1.5% |
| 572 | True Wealth Design#572 · 524 sh | 524 | $178.9K | — | +42.8% |
| 573 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#573 · 467 sh | 467 | $159.5K | <0.01% | -5.7% |
| 574 | Employees Retirement System of Texas#574 · 434 sh | 434 | $148.0K | <0.01% | 0.0% |
| 575 | Daiwa Securities Group#575 · 381 sh | 381 | $130.1K | <0.01% | New |
| 576 | BESSEMER GROUP#576 · 295 sh | 295 | $100.0K | <0.01% | +14.8% |
| 577 | GROUP ONE TRADING, L.P.#577 · 276 sh | 276 | $94.2K | <0.01% | +144.2% |
| 578 | Clearstead Advisors#578 · 247 sh | 247 | $84.3K | <0.01% | -69.6% |
| 579 | WealthCollab#579 · 238 sh | 238 | $81.3K | 0.03% | 0.0% |
| 580 | MassMutual Private Wealth & , FSB#580 · 234 sh | 234 | $79.9K | — | -12.4% |
| 581 | Bayforest Capital Ltd#581 · 227 sh | 227 | $77.5K | 0.07% | -79.2% |
| 582 | SIGNATUREFD#582 · 225 sh | 225 | $76.8K | — | 0.0% |
| 583 | Smartleaf Asset Management#583 · 218 sh | 218 | $73.2K | <0.01% | 0.0% |
| 584 | Quent Capital#584 · 186 sh | 186 | $63.6K | <0.01% | -21.2% |
| 585 | Piscataqua Savings Bank#585 · 180 sh | 180 | $61.5K | — | 0.0% |
| 586 | Parkside Financial Bank#586 · 178 sh | 178 | $60.8K | — | +95.6% |
| 587 | NOMURA ASSET MANAGEMENT LTD#587 · 173 sh | 173 | $59.1K | <0.01% | -21.4% |
| 588 | GHP Investment Advisors#588 · 172 sh | 172 | $58.7K | — | 0.0% |
| 589 | CULLEN/FROST BANKERS#589 · 170 sh | 170 | $57.9K | <0.01% | +2.4% |
| 590 | Cedar Mountain Advisors#590 · 165 sh | 165 | $56.3K | — | 0.0% |
| 591 | ASSETMARK#591 · 163 sh | 163 | $55.7K | — | +3.2% |
| 592 | Larson Financial Group#592 · 153 sh | 153 | $52.3K | <0.01% | +0.7% |
| 593 | FIRST HORIZON NATIONAL#593 · 141 sh | 141 | $48.1K | — | +11.9% |
| 594 | Key FInancial#594 · 137 sh | 137 | $46.8K | <0.01% | 0.0% |
| 595 | V-Square Quantitative Management#595 · 135 sh | 135 | $46.1K | — | +77.6% |
| 596 | Keating Financial Advisory Services#596 · 134 sh | 134 | $45.8K | <0.01% | +39.6% |
| 597 | Walleye Capital#597 · 126 sh | 126 | $43.0K | <0.01% | -98.0% |
| 598 | Covestor Ltd#598 · 126 sh | 126 | $43.0K | 0.02% | -6.7% |
| 599 | LRI Investments#599 · 125 sh | 125 | $42.7K | <0.01% | -3.1% |
| 600 | Pinnacle Wealth Planning Services#600 · 123 sh | 123 | $42.0K | <0.01% | 0.0% |
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.