Evercore Inc. (EVR) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 714
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Bell Investment Advisors#601 · 122 sh | 122 | $41.7K | <0.01% | 0.0% |
| 602 | NBC SECURITIES#602 · 112 sh | 112 | $38.2K | — | +9.8% |
| 603 | Fortitude Family Office#603 · 111 sh | 111 | $37.9K | — | +85.0% |
| 604 | CVA Family Office#604 · 108 sh | 108 | $36.9K | <0.01% | +14.9% |
| 605 | Basecamp Wealth Advisors#605 · 105 sh | 105 | $35.9K | <0.01% | +18.0% |
| 606 | Owl Creek Wealth Partners#606 · 92 sh | 92 | $31.4K | — | +5.7% |
| 607 | Hurley Capital#607 · 87 sh | 87 | $29.7K | 0.02% | 0.0% |
| 608 | Elevated Capital Advisors#608 · 84 sh | 84 | $28.7K | <0.01% | -22.9% |
| 609 | Fedenia Advisers#609 · 84 sh | 84 | $28.7K | — | New |
| 610 | Close Asset Management Ltd#610 · 80 sh | 80 | $27.0K | <0.01% | 0.0% |
| 611 | SALEM INVESTMENT COUNSELORS#611 · 75 sh | 75 | $25.6K | — | 0.0% |
| 612 | Mitsubishi UFJ Asset Management , Ltd.#612 · 69 sh | 69 | $23.6K | 0.00% | 0.0% |
| 613 | Tidemark#613 · 68 sh | 68 | $23.3K | <0.01% | 0.0% |
| 614 | Harbor Asset Planning#614 · 67 sh | 67 | $22.9K | — | 0.0% |
| 615 | SJS Investment Consulting#615 · 65 sh | 65 | $22.2K | — | +51.2% |
| 616 | ACTION POINT FINANCIAL PLANNING#616 · 62 sh | 62 | $20.8K | <0.01% | New |
| 617 | Wilmington Savings Fund Society, FSB#617 · 60 sh | 60 | $20.5K | — | 0.0% |
| 618 | Manchester Capital Management#618 · 59 sh | 59 | $20.1K | — | -3.3% |
| 619 | Transamerica Financial Advisors#619 · 58 sh | 58 | $20.0K | <0.01% | -99.6% |
| 620 | Tradewinds Capital Management#620 · 55 sh | 55 | $18.8K | — | 0.0% |
| 621 | NATIXIS#621 · 51 sh | 51 | $17.4K | <0.01% | -99.7% |
| 622 | ZRC WEALTH MANAGEMENT#622 · 50 sh | 50 | $17.1K | — | +614.3% |
| 623 | AMERIFLEX GROUP#623 · 48 sh | 48 | $16.4K | <0.01% | New |
| 624 | Smithfield#624 · 42 sh | 42 | $14.0K | <0.01% | 0.0% |
| 625 | REAP Financial Group#625 · 41 sh | 41 | $14.0K | <0.01% | 0.0% |
| 626 | HARBOUR INVESTMENTS#626 · 41 sh | 41 | $13.9K | <0.01% | +5.1% |
| 627 | BARTLETT & WEALTH MANAGEMENT#627 · 40 sh | 40 | $13.7K | <0.01% | 0.0% |
| 628 | Regatta Research & Money Management#628 · 40 sh | 40 | $13.5K | 0.01% | — |
| 629 | JFS WEALTH ADVISORS#629 · 39 sh | 39 | $13.3K | <0.01% | +2.6% |
| 630 | Quantbot Technologies#630 · 35 sh | 35 | $11.9K | <0.01% | New |
| 631 | MATHER GROUP#631 · 34 sh | 34 | $11.6K | — | 0.0% |
| 632 | FARMERS & MERCHANTS INVESTMENTS#632 · 33 sh | 33 | $11.3K | — | 0.0% |
| 633 | BFSG#633 · 32 sh | 32 | $10.9K | <0.01% | 0.0% |
| 634 | Private Wealth Management Group#634 · 32 sh | 32 | $10.9K | — | 0.0% |
| 635 | Persistent Asset Partners Ltd#635 · 32 sh | 32 | $10.9K | <0.01% | New |
| 636 | Wealth Enhancement Services#636 · 30 sh | 30 | $10.2K | — | +400.0% |
| 637 | Silver Grove Financial Group#637 · 29 sh | 29 | $9.9K | <0.01% | New |
| 638 | Addison Advisors#638 · 26 sh | 26 | $8.9K | <0.01% | -80.3% |
| 639 | United Financial Planning Group#639 · 26 sh | 26 | $8.9K | <0.01% | 0.0% |
| 640 | HIGHLINE WEALTH PARTNERS#640 · 25 sh | 25 | $8.5K | — | +212.5% |
| 641 | TOTH FINANCIAL ADVISORY#641 · 22 sh | 22 | $7.5K | — | 0.0% |
| 642 | Prestige Wealth Management Group#642 · 21 sh | 21 | $7.2K | <0.01% | 0.0% |
| 643 | Park Place Capital#643 · 20 sh | 20 | $6.8K | <0.01% | New |
| 644 | JPL Wealth Management#644 · 20 sh | 20 | $6.8K | <0.01% | +5.3% |
| 645 | DANSKE BANK A/S#645 · 20 sh | 20 | $6.8K | 0.00% | 0.0% |
| 646 | AMERICAN NATIONAL BANK#646 · 20 sh | 20 | $6.8K | — | +5.3% |
| 647 | Physician Wealth Advisors#647 · 19 sh | 19 | $6.5K | — | -9.5% |
| 648 | Bogart Wealth#648 · 16 sh | 16 | $5.5K | <0.01% | +6.7% |
| 649 | KEB ASSET MANAGEMENT#649 · 16 sh | 16 | $5.5K | <0.01% | New |
| 650 | Rialto Wealth Management#650 · 15 sh | 15 | $5.1K | <0.01% | +7.1% |
| 651 | MEEDER ASSET MANAGEMENT#651 · 15 sh | 15 | $5.1K | <0.01% | New |
| 652 | Navigoe#652 · 16 sh | 16 | $5.0K | <0.01% | +23.1% |
| 653 | Moisand Fitzgerald Tamayo#653 · 14 sh | 14 | $4.8K | — | 0.0% |
| 654 | SOA Wealth Advisors#654 · 14 sh | 14 | $4.8K | <0.01% | New |
| 655 | Hughes Financial Services#655 · 14 sh | 14 | $4.8K | <0.01% | +75.0% |
| 656 | TOUNJIAN ADVISORY PARTNERS#656 · 14 sh | 14 | $4.7K | <0.01% | New |
| 657 | Altshuler Shaham Ltd#657 · 13 sh | 13 | $4.4K | <0.01% | -7.1% |
| 658 | Clearstead#658 · 12 sh | 12 | $4.1K | <0.01% | 0.0% |
| 659 | ATLAS CAPITAL ADVISORS#659 · 12 sh | 12 | $4.1K | <0.01% | 0.0% |
| 660 | Cromwell#660 · 11 sh | 11 | $3.8K | <0.01% | +120.0% |
| 661 | Rossby Financial, LCC#661 · 11 sh | 11 | $3.8K | <0.01% | +10.0% |
| 662 | SouthState Bank#662 · 10 sh | 10 | $3.4K | <0.01% | +11.1% |
| 663 | WPG Advisers#663 · 10 sh | 10 | $3.4K | <0.01% | 0.0% |
| 664 | MidFirst Bank#664 · 10 sh | 10 | $3.4K | <0.01% | 0.0% |
| 665 | Westfuller Advisors#665 · 10 sh | 10 | $3.3K | <0.01% | 0.0% |
| 666 | Pier Capital#666 · 9 sh | 9 | $3.1K | <0.01% | -99.6% |
| 667 | High Note Wealth#667 · 9 sh | 9 | $3.1K | <0.01% | 0.0% |
| 668 | Activest Wealth Management#668 · 9 sh | 9 | $3.1K | — | -47.1% |
| 669 | Asset Dedication#669 · 8 sh | 8 | $2.7K | <0.01% | New |
| 670 | Bay Harbor Wealth Management#670 · 8 sh | 8 | $2.7K | <0.01% | 0.0% |
| 671 | Creative Capital Management Investments#671 · 8 sh | 8 | $2.7K | <0.01% | New |
| 672 | Quest 10 Wealth Builders#672 · 8 sh | 8 | $2.7K | <0.01% | 0.0% |
| 673 | HFM Investment Advisors#673 · 8 sh | 8 | $2.7K | <0.01% | +166.7% |
| 674 | CREATIVE FINANCIAL DESIGNS#674 · 8 sh | 8 | $2.7K | <0.01% | 0.0% |
| 675 | Cornerstone Planning Group#675 · 8 sh | 8 | $2.7K | — | 0.0% |
| 676 | Concord Wealth Partners#676 · 7 sh | 7 | $2.4K | <0.01% | New |
| 677 | Principia Wealth Advisory#677 · 7 sh | 7 | $2.4K | <0.01% | -12.5% |
| 678 | Whipplewood Advisors#678 · 7 sh | 7 | $2.4K | — | -70.8% |
| 679 | DiNuzzo Private Wealth#679 · 6 sh | 6 | $2.0K | — | 0.0% |
| 680 | Winthrop Capital Management#680 · 7 sh | 7 | $2.0K | <0.01% | New |
| 681 | Signature Equity Partners#681 · 5 sh | 5 | $1.7K | <0.01% | 0.0% |
| 682 | James T. Borello RIA#682 · 5 sh | 5 | $1.7K | — | -16.7% |
| 683 | Front Row Advisors#683 · 5 sh | 5 | $1.5K | <0.01% | 0.0% |
| 684 | Investors Portfolio Services#684 · 4 sh | 4 | $1.4K | <0.01% | 0.0% |
| 685 | Crewe Advisors#685 · 3 sh | 3 | $1.0K | <0.01% | 0.0% |
| 686 | AdvisorNet Financial#686 · 3 sh | 3 | $1.0K | — | 0.0% |
| 687 | Bruce G. Allen Investments#687 · 3 sh | 3 | $1.0K | <0.01% | 0.0% |
| 688 | Capital Advisors, Ltd.#688 · 2 sh | 2 | $1.0K | <0.01% | 0.0% |
| 689 | Avion Wealth#689 · 3 sh | 3 | $1.0K | <0.01% | -25.0% |
| 690 | Atlantic Private Wealth#690 · 2 sh | 2 | $685.00 | <0.01% | 0.0% |
| 691 | Financial Management Professionals#691 · 2 sh | 2 | $683.00 | — | 0.0% |
| 692 | RAFFA WEALTH MANAGEMENT#692 · 2 sh | 2 | $683.00 | <0.01% | New |
| 693 | CoreCap Advisors#693 · 2 sh | 2 | $683.00 | — | -95.9% |
| 694 | Bare Financial Services#694 · 2 sh | 2 | $683.00 | <0.01% | 0.0% |
| 695 | Sachetta#695 · 2 sh | 2 | $683.00 | <0.01% | 0.0% |
| 696 | American Capital Advisory#696 · 2 sh | 2 | $683.00 | <0.01% | 0.0% |
| 697 | Cornerstone Financial Management#697 · 2 sh | 2 | $683.00 | <0.01% | New |
| 698 | Abound Wealth Management#698 · 1 sh | 1 | $451.00 | — | 0.0% |
| 699 | MV CAPITAL MANAGEMENT#699 · 1 sh | 1 | $342.00 | 0.00% | 0.0% |
| 700 | DecisionPoint Financial#700 · 1 sh | 1 | $342.00 | <0.01% | New |
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.