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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
M&T Bank Corp2,310$304.0K0.00%––
Shelton Capital Management2,355$310.0K0.01%––
World Asset Management Inc2,225$312.0K0.03%––
O'Shaughnessy Asset Management, LLC2,395$316.0K0.01%––
Alps Advisors Inc2,411$318.0K0.00%––
Symmetry Partners, LLC2,467$325.0K0.02%––
NEXT Financial Group, Inc2,569$338.0K0.03%––
Navellier & Associates Inc2,622$345.0K0.06%––
Group One Trading, L.P.2,620$345.0K0.01%––
Centiva Capital, LP2,814$371.0K0.05%––
Pendal Group Limited2,859$377.0K0.00%––
Gsa Capital Partners LLP2,876$379.0K0.06%––
First Quadrant L P2,892$381.0K0.04%––
FORA Capital, LLC2,889$381.0K0.13%––
Personal Cfo Solutions, LLC2,994$394.0K0.09%––
Joel Isaacson & Co., LLC3,000$395.0K0.03%––
MML Investors Services, LLC3,015$397.0K0.00%––
Maryland State Retirement & Pension System3,021$398.0K0.01%––
Convergence Investment Partners, LLC3,036$400.0K0.18%––
IndexIQ Advisors LLC3,056$403.0K0.01%––
Boenning & Scattergood, Inc.3,100$408.0K0.08%––
Cresset Asset Management, LLC3,117$411.0K0.01%––
Fox Run Management, L.L.C.3,160$416.0K0.75%––
GW&K Investment Management, LLC3,168$417.0K0.00%––
Pictet Asset Management Ltd3,200$422.0K0.00%––
Wolverine Trading, LLC3,237$425.0K0.01%––
ProShare Advisors LLC3,238$427.0K0.00%––
Bridgefront Capital, LLC3,345$441.0K0.14%––
LPL Financial LLC3,402$448.0K0.00%––
Lingohr & Partner Asset Management GmbH3,400$448.0K1.12%––
Buckhead Capital Management LLC3,460$456.0K0.11%––
Simplex Trading, LLC3,546$467.0K0.03%––
Krane Funds Advisors LLC3,552$468.0K0.02%––
Old National Bancorp3,556$469.0K0.02%––
Sterling Manor Financial, LLC3,677$484.0K0.43%––
Crossmark Global Holdings, Inc.3,760$495.0K0.01%––
TD Ameritrade Investment Management, LLC4,534$497.0K0.00%––
Regions Financial Corp3,848$507.0K0.00%––
Banco Santander, S.A.3,866$509.0K0.00%––
Securian Asset Management, Inc3,966$522.0K0.01%––
QS Investors, LLC4,000$527.0K0.01%––
Bank Julius Baer & Co. Ltd, Zurich4,034$531.0K0.00%––
Hillsdale Investment Management Inc.4,080$538.0K0.05%––
Caxton Associates LP4,119$543.0K0.05%––
BCJ Capital Management, LLC4,140$545.0K0.06%––
Quantitative Systematic Strategies LLC4,208$554.0K0.09%––
Neuberger Berman Group LLC4,226$557.0K0.00%––
Compton Capital Management Inc4,250$560.0K0.18%––
Zurcher Kantonalbank (Zurich Cantonalbank)4,267$562.0K0.00%––
Flagship Harbor Advisors, LLC4,289$565.0K0.06%––
We Are One Seven, LLC4,293$565.0K0.10%––
Nisa Investment Advisors, LLC4,305$567.0K0.00%––
Xponance, Inc.4,433$584.0K0.01%––
Pacer Advisors, Inc.4,485$591.0K0.01%––
HN Saltoro Capital, LP4,500$593.0K0.49%––
CIBC World Markets Corp4,512$594.0K0.00%––
Evercore Wealth Management, LLC4,511$594.0K0.01%––
Teacher Retirement System of Texas4,539$598.0K0.00%––
Radnor Capital Management, LLC4,560$601.0K0.19%––
Advisors Capital Management, LLC4,802$632.0K0.02%––
Captrust Financial Advisors4,840$638.0K0.01%––
Somerset Trust Co4,929$649.0K0.28%––
Amalgamated Bank4,948$652.0K0.02%––
CWM Advisors, LLC4,992$658.0K0.10%––
Tower Research Capital LLC (TRC)5,056$666.0K0.01%––
Sit Investment Associates Inc5,200$685.0K0.02%––
Gotham Asset Management, LLC5,317$700.0K0.03%––
Montecito Bank & Trust5,350$705.0K0.15%––
Valley National Advisers Inc5,357$706.0K0.14%––
Virtu Financial LLC5,393$710.0K0.05%––
Brinker Capital Investments, LLC5,435$716.0K0.01%––
Advisory Services Network, LLC5,508$726.0K0.03%––
Hennion & Walsh Asset Management, Inc.5,540$730.0K0.04%––
Legacy Wealth Asset Management, LLC5,742$756.0K0.35%––
Deltec Asset Management LLC5,760$759.0K0.11%––
Globeflex Capital L P5,830$768.0K0.14%––
Snowden Capital Advisors LLC5,834$768.6K0.04%––
HGK Asset Management Inc5,905$778.0K0.26%––
Handelsbanken Fonder AB5,937$782.0K0.00%––
Mitsubishi UFJ Trust & Banking Corp7,441$816.0K0.00%––
Public Employees Retirement Association of Colorado6,219$819.0K0.00%––
WBI Investments6,242$822.0K0.13%––
Teachers Retirement System of the State of Kentucky6,300$830.0K0.01%––
CSat Investment Advisory, L.P.6,353$837.0K0.70%––
Shell Asset Management Co6,689$881.0K0.02%––
PDT Partners, LLC6,800$896.0K0.06%––
ExodusPoint Capital Management, LP6,836$901.0K0.02%––
Exchange Traded Concepts, LLC6,923$912.0K0.03%––
Northwestern Mutual Investment Management Company, LLC7,010$923.0K0.02%––
New Mexico Educational Retirement Board7,100$935.0K0.04%––
Prescott Group Capital Management, L.L.C.7,282$959.0K0.28%––
SG Americas Securities, LLC7,292$961.0K0.01%––
Campbell Newman Asset Management Inc7,319$964.0K0.10%––
Ontario Teachers Pension Plan Board7,451$982.0K0.01%––
Dynamic Technology Lab Private Ltd7,486$986.0K0.11%––
RBF Capital, LLC7,500$988.0K0.06%––
Engineers Gate Manager LP7,638$1.01M0.05%––
Connor, Clark & Lunn Investment Management Ltd.7,845$1.03M0.01%––
Metropolitan Life Insurance Co7,896$1.04M0.02%––
Mercer Global Advisors Inc8,120$1.07M0.01%––