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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, Q1 2021

Institutional positions in Evercore Inc. as of Mar 31, 2021. 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
411
No complete 13F data for Q4 2020
Shares held
37.5M
No complete 13F data for Q4 2020
Total value
$4.93B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 411 institutions
Q1 2021: 411 institutionsQ2 2021: 429 institutionsQ3 2021: 426 institutionsQ4 2021: 439 institutionsQ1 2022: 406 institutionsQ2 2022: 382 institutionsQ3 2022: 369 institutionsQ4 2022: 395 institutionsQ1 2023: 421 institutionsQ2 2023: 400 institutionsQ3 2023: 398 institutionsQ4 2023: 437 institutionsQ1 2024: 474 institutionsQ2 2024: 471 institutionsQ3 2024: 514 institutionsQ4 2024: 584 institutionsQ1 2025: 551 institutionsQ2 2025: 566 institutionsQ3 2025: 629 institutionsQ4 2025: 636 institutionsQ1 2026: 657 institutionsQ2 2026: 714 institutions
Value heldQ1 2021: $4.93B
Q1 2021: $4.93BQ2 2021: $5.03BQ3 2021: $4.64BQ4 2021: $4.67BQ1 2022: $3.78BQ2 2022: $2.98BQ3 2022: $2.66BQ4 2022: $3.58BQ1 2023: $3.75BQ2 2023: $4.14BQ3 2023: $4.59BQ4 2023: $5.70BQ1 2024: $6.47BQ2 2024: $7.04BQ3 2024: $8.41BQ4 2024: $9.23BQ1 2025: $6.87BQ2 2025: $9.65BQ3 2025: $11.7BQ4 2025: $11.9BQ1 2026: $10.5BQ2 2026: $12.2B
Institutions holding EVR and their total value by quarter
QuarterHoldersValue
Q2 2026714$12.2B
Q1 2026657$10.5B
Q4 2025636$11.9B
Q3 2025629$11.7B
Q2 2025566$9.65B
Q1 2025551$6.87B
Q4 2024584$9.23B
Q3 2024514$8.41B
Q2 2024471$7.04B
Q1 2024474$6.47B
Q4 2023437$5.70B
Q3 2023398$4.59B
Q2 2023400$4.14B
Q1 2023421$3.75B
Q4 2022395$3.58B
Q3 2022369$2.66B
Q2 2022382$2.98B
Q1 2022406$3.78B
Q4 2021439$4.67B
Q3 2021426$4.64B
Q2 2021429$5.03B
Q1 2021411$4.93B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Evercore Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding EVR in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc3,872,601$510.2M0.01%––
BlackRock Inc.3,848,052$506.9M0.02%––
JPMorgan Chase & Co1,802,327$237.4M0.03%––
State Street Corp968,216$127.6M0.01%––
Dimensional Fund Advisors LP945,818$124.6M0.04%––
Goldman Sachs Group Inc928,343$122.3M0.04%––
Scout Investments, Inc.903,824$119.1M1.79%––
Morgan Stanley734,958$96.8M0.01%––
Bank of New York Mellon Corp619,908$81.7M0.02%––
Jane Street Group, LLC599,604$79.0M0.22%––
Geode Capital Management, LLC565,748$74.5M0.01%––
Wells Fargo & Company564,833$74.4M0.02%––
Charles Schwab Investment Management Inc560,981$73.9M0.03%––
Hotchkis & Wiley Capital Management LLC556,757$73.3M0.22%––
Boston Partners535,045$71.0M0.10%––
Millennium Management LLC528,371$69.6M0.10%––
Nuveen Asset Management, LLC506,197$66.7M0.02%––
Northern Trust Corp455,127$60.0M0.01%––
Ceredex Value Advisors LLC454,509$59.9M0.70%––
Invesco Ltd.436,207$57.5M0.02%––
TimesSquare Capital Management, LLC433,650$57.1M0.49%––
Wellington Management Group LLP407,590$53.7M0.01%––
Norges Bank397,310$52.3M0.01%––
Thrivent Financial for Lutherans379,612$50.0M0.11%––
Franklin Resources Inc352,616$46.5M0.02%––
Samlyn Capital, LLC348,219$45.9M0.68%––
Prudential Financial Inc347,208$45.7M0.07%––
Copeland Capital Management, LLC345,831$45.6M1.42%––
Aristotle Capital Boston, LLC341,730$45.0M1.00%––
Frontier Capital Management Co LLC324,954$42.8M0.32%––
Royce & Associates LP303,116$39.9M0.27%––
Wedge Capital Management L L P297,700$39.2M0.47%––
Bank of America Corp296,628$39.1M0.00%––
Bernzott Capital Advisors294,408$38.8M3.40%––
Natixis290,400$38.3M0.13%––
Janus Henderson Group PLC289,807$38.2M0.02%––
Bahl & Gaynor Inc285,783$37.6M0.24%––
Granite Investment Partners, LLC274,729$36.2M1.20%––
Ariel Investments, LLC259,683$34.2M0.34%––
Citadel Advisors LLC238,296$31.4M0.03%––
Great Lakes Advisors, LLC224,346$29.6M0.48%––
Clark Capital Management Group, Inc.218,906$28.8M0.44%––
Glenmede Trust Co NA210,926$27.8M0.15%––
Ameriprise Financial Inc206,559$27.2M0.01%––
UBS Asset Management Americas Inc190,546$25.1M0.01%––
Principal Financial Group Inc180,307$23.8M0.02%––
Ziegler Capital Management, LLC176,813$23.3M0.73%––
Moore Capital Management, LP174,315$23.0M0.45%––
State of Wisconsin Investment Board167,508$22.1M0.05%––
Deprince Race & Zollo Inc154,199$20.3M0.55%––
Bank of Montreal145,988$19.7M0.01%––
Peregrine Capital Management LLC147,614$19.4M0.36%––
Royal Bank of Canada146,976$19.4M0.01%––
Parametric Portfolio Associates LLC146,618$19.3M0.01%––
Caas Capital Management LP142,238$18.7M0.57%––
Hillcrest Asset Management LLC140,904$18.6M2.17%––
Retirement Systems of Alabama140,730$18.5M0.07%––
Fuller & Thaler Asset Management, Inc.138,929$18.3M0.13%––
Deutsche Bank AG135,586$17.9M0.01%––
AQR Capital Management LLC132,821$17.5M0.03%––
FIL Ltd129,202$17.0M0.02%––
Richard C. Young & CO., LTD.127,130$16.7M2.22%––
Deroy & Devereaux Private Investment Counsel Inc126,073$16.6M1.31%––
Allianz Asset Management GmbH114,008$15.0M0.02%––
Rhumbline Advisers112,317$14.8M0.02%––
Moody Aldrich Partners LLC109,236$14.4M2.08%––
Nomura Holdings Inc108,500$14.3M0.10%––
AXA S.A.106,300$14.0M0.04%––
Comerica Bank96,457$13.7M0.08%––
BNP Paribas Arbitrage, SA103,389$13.6M0.03%––
Legal & General Group Plc103,133$13.6M0.01%––
Cubist Systematic Strategies, LLC101,522$13.4M0.17%––
Massachusetts Financial Services Co100,805$13.3M0.00%––
Envestnet Asset Management Inc100,721$13.3M0.01%––
Pier Capital, LLC100,489$13.2M1.26%––
SEI Investments Co102,103$13.2M0.03%––
Russell Investments Group, Ltd.97,127$12.8M0.02%––
Basswood Capital Management, L.L.C.97,016$12.8M0.58%––
UBS Group AG96,012$12.6M0.01%––
California Public Employees Retirement System94,186$12.4M0.01%––
Swiss National Bank92,900$12.2M0.01%––
Fort Washington Investment Advisors Inc92,645$12.2M0.12%––
Alliancebernstein L.P.92,288$12.2M0.01%––
Adage Capital Partners GP, L.L.C.87,883$11.6M0.02%––
American International Group, Inc.86,656$11.4M0.05%––
Schonfeld Strategic Advisors LLC86,540$11.4M0.15%––
CCM Investment Advisers LLC86,400$11.4M1.54%––
APG Asset Management N.V.100,160$11.2M0.02%––
Prudential PLC83,698$11.0M0.08%––
Westwood Holdings Group Inc.81,181$10.7M0.11%––
Man Group plc79,308$10.4M0.05%––
Venturi Wealth Management, LLC71,709$9.45M0.90%––
First Trust Advisors LP71,153$9.37M0.01%––
Bank of Nova Scotia70,420$9.28M0.02%––
Brandywine Global Investment Management, LLC69,582$9.17M0.07%––
American Century Companies Inc69,377$9.14M0.01%––
Two Sigma Advisers, LP69,200$9.12M0.03%––
Nordea Investment Management AB68,092$9.10M0.01%––
California State Teachers Retirement System68,913$9.08M0.01%––
Susquehanna Fundamental Investments, LLC68,018$8.96M0.15%––