Evercore Inc.

EVR

Exchange: NYSE
Industry: Investment Advice
SEC CIK: 0001360901

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $4.93B

Institutions holding EVR and their total value by quarter
Quarter	Holders	Value
Q2 2026	714	$12.2B
Q1 2026	657	$10.5B
Q4 2025	636	$11.9B
Q3 2025	629	$11.7B
Q2 2025	566	$9.65B
Q1 2025	551	$6.87B
Q4 2024	584	$9.23B
Q3 2024	514	$8.41B
Q2 2024	471	$7.04B
Q1 2024	474	$6.47B
Q4 2023	437	$5.70B
Q3 2023	398	$4.59B
Q2 2023	400	$4.14B
Q1 2023	421	$3.75B
Q4 2022	395	$3.58B
Q3 2022	369	$2.66B
Q2 2022	382	$2.98B
Q1 2022	406	$3.78B
Q4 2021	439	$4.67B
Q3 2021	426	$4.64B
Q2 2021	429	$5.03B
Q1 2021	411	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Atria Investments LLC	8,491	$1.12M	0.02%	–	–
STRS Ohio	9,207	$1.21M	0.00%	–	–
Federated Hermes, Inc.	9,282	$1.22M	0.00%	–	–
Northwestern Mutual Wealth Management Co	9,284	$1.22M	0.00%	–	–
State of Alaska, Department of Revenue	9,345	$1.23M	0.01%	–	–
Winton Group Ltd	9,349	$1.23M	0.07%	–	–
Vestcor Inc	9,371	$1.24M	0.05%	–	–
AlphaCrest Capital Management LLC	9,396	$1.24M	0.07%	–	–
CIBC World Markets Inc.	9,458	$1.25M	0.00%	–	–
Meeder Asset Management Inc	9,999	$1.32M	0.07%	–	–
DekaBank Deutsche Girozentrale	10,100	$1.32M	0.00%	–	–
Polianta Ltd	10,000	$1.32M	0.73%	–	–
Victory Capital Management Inc	10,062	$1.33M	0.00%	–	–
Flputnam Investment Management Co	10,208	$1.34M	0.06%	–	–
Mastrapasqua Asset Management Inc	10,310	$1.36M	0.16%	–	–
BancorpSouth Bank	10,350	$1.36M	0.21%	–	–
Louisiana State Employees Retirement System	10,900	$1.44M	0.04%	–	–
Weld Capital Management LLC	11,012	$1.45M	0.61%	–	–
Guggenheim Capital LLC	11,473	$1.51M	0.01%	–	–
Ameritas Investment Partners, Inc.	11,521	$1.52M	0.06%	–	–
Cornercap Investment Counsel Inc	11,687	$1.54M	0.17%	–	–
Virginia Retirement Systems Et Al	11,700	$1.54M	0.02%	–	–
Arizona State Retirement System	11,828	$1.56M	0.01%	–	–
Raymond James Financial Services Advisors, Inc.	12,068	$1.59M	0.00%	–	–
Advisor Group Holdings, Inc.	12,110	$1.60M	0.00%	–	–
Los Angeles Capital Management LLC	12,192	$1.61M	0.01%	–	–
Price T Rowe Associates Inc	12,242	$1.61M	0.00%	–	–
Tudor Investment Corp Et Al	12,264	$1.62M	0.03%	–	–
NN Investment Partners Holdings N.V.	12,441	$1.64M	0.01%	–	–
Bridge City Capital, LLC	12,514	$1.65M	0.55%	–	–
James Investment Research Inc	13,520	$1.78M	0.16%	–	–
Oregon Public Employees Retirement Fund	13,571	$1.79M	0.02%	–	–
Covington Capital Management	13,825	$1.82M	0.08%	–	–
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	14,019	$1.85M	0.02%	–	–
Cookson Peirce & Co Inc	14,139	$1.86M	0.12%	–	–
Treasurer of the State of North Carolina	14,481	$1.91M	0.01%	–	–
D. E. Shaw & Co., Inc.	14,516	$1.91M	0.00%	–	–
Twin Tree Management, LP	14,513	$1.91M	0.07%	–	–
Martingale Asset Management L P	14,544	$1.92M	0.02%	–	–
Skandinaviska Enskilda Banken AB (publ)	14,800	$1.95M	0.01%	–	–
Harbor Advisors LLC	15,000	$1.98M	0.44%	–	–
Northwest & Ethical Investments L.P.	15,120	$1.99M	0.07%	–	–
Jacobs Levy Equity Management, Inc	15,335	$2.02M	0.02%	–	–
State of Michigan Retirement System	15,514	$2.04M	0.01%	–	–
O'Shares Investment Advisers, LLC	15,798	$2.08M	0.15%	–	–
Great West Life Assurance Co	17,096	$2.25M	0.01%	–	–
Vident Investment Advisory, LLC	17,323	$2.28M	0.08%	–	–
Cipher Capital LP	18,198	$2.40M	0.28%	–	–
Acadian Asset Management LLC	18,988	$2.50M	0.01%	–	–
Verdence Capital Advisors LLC	19,661	$2.59M	0.44%	–	–
Rafferty Asset Management, LLC	19,895	$2.62M	0.02%	–	–
Washington Trust Co	19,903	$2.62M	0.08%	–	–
Mackenzie Financial Corp	20,091	$2.65M	0.00%	–	–
Janney Montgomery Scott LLC	20,236	$2.67M	0.01%	–	–
MetLife Investment Management	21,707	$2.86M	0.03%	–	–
Keybank National Association	22,198	$2.92M	0.01%	–	–
Zacks Investment Management	22,551	$2.97M	0.05%	–	–
Usca Ria LLC	22,882	$3.01M	0.20%	–	–
Capital Impact Advisors, LLC	23,000	$3.03M	1.06%	–	–
Hohimer Wealth Management, LLC	23,507	$3.10M	0.76%	–	–
TCW Group Inc	23,720	$3.12M	0.03%	–	–
Donoghue Forlines LLC	23,810	$3.14M	0.61%	–	–
Macquarie Group Ltd	24,230	$3.19M	0.00%	–	–
Sarasin & Partners LLP	25,000	$3.29M	0.04%	–	–
Raymond James & Associates	25,822	$3.40M	0.00%	–	–
Public Employees Retirement System of Ohio	25,961	$3.42M	0.01%	–	–
State of New Jersey Common Pension Fund D	26,222	$3.45M	0.01%	–	–
Truist Financial Corp	26,906	$3.54M	0.01%	–	–
Stifel Financial Corp	27,572	$3.63M	0.01%	–	–
Picton Mahoney Asset Management	30,214	$3.98M	0.20%	–	–
Morse Asset Management, Inc	30,385	$4.00M	1.03%	–	–
Voya Investment Management LLC	30,578	$4.03M	0.01%	–	–
Texas Permanent School Fund	31,395	$4.14M	0.05%	–	–
Employees Retirement System of Texas	31,500	$4.15M	0.05%	–	–
US Bancorp	31,916	$4.20M	0.01%	–	–
Advisors Asset Management, Inc.	33,603	$4.43M	0.07%	–	–
Paloma Partners Management Co	33,842	$4.46M	0.13%	–	–
Alaska Permanent Fund Corp	35,200	$4.64M	0.08%	–	–
Susquehanna International Group, LLP	35,393	$4.66M	0.01%	–	–
Eaton Vance Management	35,959	$4.74M	0.01%	–	–
Schroder Investment Management Group	37,243	$4.91M	0.01%	–	–
Mutual of America Capital Management LLC	37,917	$5.00M	0.05%	–	–
Voloridge Investment Management, LLC	38,620	$5.09M	0.04%	–	–
Essex Investment Management Co LLC	40,069	$5.28M	0.64%	–	–
NewEdge Wealth, LLC	40,597	$5.35M	0.53%	–	–
State Board of Administration of Florida Retirement System	40,648	$5.36M	0.01%	–	–
Philadelphia Financial Management of San Francisco, LLC	40,960	$5.40M	1.63%	–	–
Ensign Peak Advisors, Inc	44,409	$5.85M	0.01%	–	–
South Dakota Investment Council	44,500	$5.86M	0.10%	–	–
New York State Teachers Retirement System	44,551	$5.87M	0.01%	–	–
Healthcare of Ontario Pension Plan Trust Fund	45,242	$5.96M	0.01%	–	–
Fisher Asset Management, LLC	45,502	$5.99M	0.00%	–	–
Bokf, NA	46,079	$6.07M	0.11%	–	–
Gillson Capital LP	46,934	$6.18M	0.52%	–	–
Manufacturers Life Insurance Company, The	47,107	$6.21M	0.01%	–	–
First Republic Investment Management, Inc.	47,125	$6.21M	0.02%	–	–
Segall Bryant & Hamill, LLC	47,279	$6.23M	0.06%	–	–
Credit Suisse AG	47,727	$6.29M	0.00%	–	–
Leuthold Group, LLC	49,433	$6.51M	0.82%	–	–
Fifth Third Bancorp	50,732	$6.68M	0.03%	–	–