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
- +829.3K (+2.4%) vs. Q1 2026
- Total value
- $12.2B
- +$1.79B (+17.1%) vs. Q1 2026
- New holders
- 111
- 259 more added
- Sold out
- 46
- 240 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 714 | $12.2B |
| Q1 2026 | 657 | $10.5B |
| Q4 2025 | 636 | $12.0B |
| Q3 2025 | 629 | $11.9B |
| Q2 2025 | 566 | $9.70B |
| Q1 2025 | 551 | $6.88B |
| Q4 2024 | 584 | $9.23B |
| Q3 2024 | 514 | $8.61B |
| Q2 2024 | 471 | $7.37B |
| Q1 2024 | 474 | $6.98B |
| Q4 2023 | 437 | $6.03B |
| Q3 2023 | 398 | $4.59B |
| Q2 2023 | 400 | $4.14B |
| Q1 2023 | 421 | $3.82B |
| Q4 2022 | 395 | $3.60B |
| Q3 2022 | 369 | $2.66B |
| Q2 2022 | 382 | $2.98B |
| Q1 2022 | 406 | $3.79B |
| Q4 2021 | 439 | $4.68B |
| Q3 2021 | 426 | $4.64B |
| Q2 2021 | 429 | $5.04B |
| Q1 2021 | 411 | $4.94B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,715,623 | $1.27B | 0.02% | +66,765+1.8% | Added |
| Vanguard Portfolio Management LLC | 1,956,150 | $667.9M | 0.03% | −17,994−0.9% | Reduced |
| AQR Capital Management LLC | 1,710,982 | $584.2M | 0.20% | +394,130+29.9% | Added |
| Vanguard Capital Management LLC | 1,680,210 | $573.7M | 0.01% | −14,739−0.9% | Reduced |
| Invesco Ltd. | 1,602,673 | $547.2M | 0.04% | +177,987+12.5% | Added |
| State Street Corp | 1,206,119 | $411.8M | 0.01% | +27,095+2.3% | Added |
| FMR LLC | 1,132,481 | $386.7M | 0.02% | −537,181−32.2% | Reduced |
| Geode Capital Management, LLC | 1,098,427 | $375.1M | 0.02% | +55,089+5.3% | Added |
| Morgan Stanley | 803,015 | $274.2M | 0.01% | −114,786−12.5% | Reduced |
| Millennium Management LLC | 637,464 | $217.7M | 0.15% | +568,306+821.8% | Added |
| Wellington Management Group LLP | 624,987 | $213.4M | 0.04% | +1,728+0.3% | Added |
| Boston Partners | 614,517 | $209.8M | 0.19% | +34,343+5.9% | Added |
| TD Asset Management Inc | 609,109 | $208.0M | 0.18% | −349,363−36.4% | Reduced |
| Dimensional Fund Advisors LP | 556,420 | $190.0M | 0.03% | +7,890+1.4% | Added |
| UBS Group AG | 503,403 | $171.9M | 0.03% | +210,798+72.0% | Added |
| Fisher Asset Management, LLC | 423,875 | $144.7M | 0.04% | −844−0.2% | Reduced |
| Norges Bank | 417,041 | $142.4M | 0.01% | +417,041 | New |
| JPMorgan Chase & Co | 409,197 | $137.5M | 0.01% | −59,685−12.7% | Reduced |
| Bahl & Gaynor Inc | 395,493 | $135.0M | 0.62% | −6,340−1.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 393,112 | $134.2M | 0.13% | +74,145+23.2% | Added |
| Primecap Management Co | 376,150 | $128.4M | 0.08% | +22,200+6.3% | Added |
| Northern Trust Corp | 353,320 | $120.6M | 0.01% | −3,844−1.1% | Reduced |
| Goldman Sachs Group Inc | 349,683 | $119.4M | 0.01% | −174,848−33.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 347,147 | $118.5M | 0.05% | +114,576+49.3% | Added |
| Point72 Asset Management, L.P. | 344,521 | $117.6M | 0.18% | −46,063−11.8% | Reduced |
| Capital International Investors | 324,747 | $110.9M | 0.02% | +168,978+108.5% | Added |
| Artemis Investment Management LLP | 315,762 | $107.8M | 0.96% | +40,580+14.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 310,105 | $105.9M | 0.29% | −21,004−6.3% | Reduced |
| Bank of New York Mellon Corp | 302,828 | $103.4M | 0.02% | −16,409−5.1% | Reduced |
| Paralel Advisors LLC | 300,000 | $102.4M | 3.96% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 282,832 | $96.6M | 1.04% | +23,024+8.9% | Added |
| Charles Schwab Investment Management Inc | 275,398 | $94.0M | 0.01% | +880.0% | Added |
| Qube Research & Technologies Ltd | 250,095 | $85.4M | 0.09% | +1,231+0.5% | Added |
| Vanguard Fiduciary Trust Co | 243,109 | $83.0M | 0.02% | +4,005+1.7% | Added |
| William Blair Investment Management, LLC | 239,490 | $81.8M | 0.25% | −16,986−6.6% | Reduced |
| Bank of America Corp | 218,035 | $74.4M | 0.00% | −16,654−7.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 217,208 | $74.2M | 0.27% | +72,776+50.4% | Added |
| Two Sigma Investments, LP | 197,932 | $67.6M | 0.05% | +96,447+95.0% | Added |
| Victory Capital Management Inc | 197,638 | $67.5M | 0.04% | −1,132−0.6% | Reduced |
| American Century Companies Inc | 194,737 | $66.5M | 0.03% | +111,434+133.8% | Added |
| Azora Capital LP | 186,028 | $63.5M | 2.68% | +186,028 | New |
| Quantinno Capital Management LP | 184,970 | $63.2M | 0.08% | +9,337+5.3% | Added |
| Rockefeller Capital Management L.P. | 170,140 | $58.1M | 0.09% | −2,993−1.7% | Reduced |
| Schroder Investment Management Group | 172,702 | $57.8M | 0.04% | −18,225−9.5% | Reduced |
| TimesSquare Capital Management, LLC | 165,959 | $56.7M | 0.83% | −70.0% | Reduced |
| Renaissance Technologies LLC | 156,180 | $53.3M | 0.07% | −17,680−10.2% | Reduced |
| Royce & Associates LP | 139,266 | $47.6M | 0.38% | +12,649+10.0% | Added |
| Manufacturers Life Insurance Company, The | 134,065 | $45.8M | 0.04% | −27,740−17.1% | Reduced |
| Jupiter Topco LLC | 132,403 | $45.2M | 0.02% | +132,403 | New |
| Ameriprise Financial Inc | 127,099 | $43.4M | 0.01% | +71,145+127.1% | Added |
| Nomura Asset Management International Inc. | 121,454 | $41.5M | 0.06% | −20,170−14.2% | Reduced |
| Neuberger Berman Group LLC | 118,792 | $40.6M | 0.03% | +43,657+58.1% | Added |
| Global Alpha Capital Management Ltd. | 118,121 | $40.3M | 2.42% | −736−0.6% | Reduced |
| Franklin Resources Inc | 117,846 | $40.2M | 0.01% | −16,057−12.0% | Reduced |
| Boston Trust Walden Corp | 115,831 | $39.5M | 0.30% | +54,515+88.9% | Added |
| Ceredex Value Advisors LLC | 108,250 | $37.0M | 1.04% | −15,275−12.4% | Reduced |
| Braun Stacey Associates Inc | 107,878 | $36.8M | 1.04% | −90−0.1% | Reduced |
| Westwood Holdings Group Inc. | 104,279 | $35.6M | 0.27% | −3,977−3.7% | Reduced |
| Holocene Advisors, LP | 102,758 | $35.1M | 0.08% | −5,073−4.7% | Reduced |
| Alyeska Investment Group, L.P. | 100,016 | $34.1M | 0.09% | +96,275+2,573.5% | Added |
| Rhumbline Advisers | 99,799 | $34.1M | 0.03% | −638−0.6% | Reduced |
| Raymond James Financial Inc | 98,494 | $33.6M | 0.01% | −1,748−1.7% | Reduced |
| WCM Investment Management, LLC | 99,887 | $33.4M | 0.06% | −261−0.3% | Reduced |
| Ieq Capital, LLC | 94,525 | $32.3M | 0.15% | −349−0.4% | Reduced |
| Retirement Systems of Alabama | 93,181 | $31.8M | 0.10% | −7,408−7.4% | Reduced |
| Canada Pension Plan Investment Board | 91,600 | $31.3M | 0.02% | −24,440−21.1% | Reduced |
| Lord, Abbett & Co. LLC | 91,374 | $31.2M | 0.09% | −528−0.6% | Reduced |
| UBS Asset Management Americas Inc | 89,248 | $30.5M | 0.01% | +1,955+2.2% | Added |
| Principal Financial Group Inc | 87,797 | $30.0M | 0.01% | +1,511+1.8% | Added |
| Fort Washington Investment Advisors Inc | 87,345 | $29.8M | 0.15% | +2,148+2.5% | Added |
| SG Americas Securities, LLC | 82,413 | $28.1M | 0.02% | −20,593−20.0% | Reduced |
| Public Employees Retirement Association of Colorado | 81,982 | $28.0M | 0.10% | +17,100+26.4% | Added |
| Marsico Capital Management LLC | 79,919 | $27.3M | 0.71% | +29,080+57.2% | Added |
| SEI Investments Co | 78,541 | $26.8M | 0.02% | +4,139+5.6% | Added |
| Nuveen, LLC | 77,054 | $26.3M | 0.01% | +3,654+5.0% | Added |
| ProShare Advisors LLC | 75,810 | $25.9M | 0.04% | +5,694+8.1% | Added |
| Swiss National Bank | 75,520 | $25.8M | 0.01% | −1,040−1.4% | Reduced |
| TD Waterhouse Canada Inc. | 74,739 | $25.5M | 0.07% | −61,271−45.0% | Reduced |
| Interval Partners, LP | 74,149 | $25.3M | 0.81% | +37,435+102.0% | Added |
| California Public Employees Retirement System | 73,820 | $25.2M | 0.01% | +901+1.2% | Added |
| Flputnam Investment Management Co | 73,592 | $25.1M | 0.30% | +73,592 | New |
| Cerity Partners LLC | 73,252 | $25.0M | 0.03% | +11,799+19.2% | Added |
| Woodline Partners LP | 70,414 | $24.0M | 0.07% | +20,331+40.6% | Added |
| Longaeva Partners L.P. | 67,925 | $23.2M | 0.67% | −89,338−56.8% | Reduced |
| Treasurer of the State of North Carolina | 63,330 | $21.6M | 0.06% | +250+0.4% | Added |
| Driehaus Capital Management LLC | 62,852 | $21.5M | 0.12% | +62,852 | New |
| Frontier Capital Management Co LLC | 62,310 | $21.3M | 0.20% | +9,420+17.8% | Added |
| Mariner, LLC | 61,662 | $21.1M | 0.02% | +21,325+52.9% | Added |
| GW&K Investment Management, LLC | 59,232 | $20.2M | 0.16% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 58,797 | $20.1M | 0.04% | −310,243−84.1% | Reduced |
| Cookson Peirce & Co Inc | 57,371 | $19.6M | 0.65% | −79−0.1% | Reduced |
| Russell Investments Group, Ltd. | 57,145 | $19.5M | 0.02% | −21,096−27.0% | Reduced |
| Wells Fargo & Company | 56,837 | $19.4M | 0.00% | +10,837+23.6% | Added |
| Macquarie Group Ltd | 56,800 | $19.4M | 0.08% | −9,737−14.6% | Reduced |
| STRS Ohio | 56,474 | $19.3M | 0.07% | +1,592+2.9% | Added |
| Legal & General Group Plc | 56,081 | $19.1M | 0.00% | +1,186+2.2% | Added |
| CCM Investment Advisers LLC | 55,434 | $18.9M | 1.46% | +471+0.9% | Added |
| Alliancebernstein L.P. | 60,674 | $18.1M | 0.01% | −369−0.6% | Reduced |
| State of Wisconsin Investment Board | 52,315 | $17.9M | 0.04% | −4,682−8.2% | Reduced |
| Panagora Asset Management Inc | 51,078 | $17.4M | 0.05% | +9,810+23.8% | Added |