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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
Monarch Partners Asset Management LLC50,853$6.70M1.01%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.53,190$7.01M0.03%––
State of Tennessee, Treasury Department53,474$7.04M0.03%––
Barclays PLC55,292$7.28M0.01%––
Pekin Hardy Strauss, Inc.56,992$7.51M1.18%––
Qube Research & Technologies Ltd64,152$8.45M0.14%––
New York State Common Retirement Fund64,475$8.49M0.01%––
Citigroup Inc64,558$8.51M0.01%––
Mackay Shields LLC64,756$8.53M0.06%––
HSBC Holdings PLC66,702$8.77M0.01%––
Artemis Investment Management LLP67,877$8.94M0.08%––
Susquehanna Fundamental Investments, LLC68,018$8.96M0.15%––
California State Teachers Retirement System68,913$9.08M0.01%––
Nordea Investment Management AB68,092$9.10M0.01%––
Two Sigma Advisers, LP69,200$9.12M0.03%––
American Century Companies Inc69,377$9.14M0.01%––
Brandywine Global Investment Management, LLC69,582$9.17M0.07%––
Bank of Nova Scotia70,420$9.28M0.02%––
First Trust Advisors LP71,153$9.37M0.01%––
Venturi Wealth Management, LLC71,709$9.45M0.90%––
Man Group plc79,308$10.4M0.05%––
Westwood Holdings Group Inc.81,181$10.7M0.11%––
Prudential PLC83,698$11.0M0.08%––
APG Asset Management N.V.100,160$11.2M0.02%––
CCM Investment Advisers LLC86,400$11.4M1.54%––
Schonfeld Strategic Advisors LLC86,540$11.4M0.15%––
American International Group, Inc.86,656$11.4M0.05%––
Adage Capital Partners GP, L.L.C.87,883$11.6M0.02%––
Alliancebernstein L.P.92,288$12.2M0.01%––
Fort Washington Investment Advisors Inc92,645$12.2M0.12%––
Swiss National Bank92,900$12.2M0.01%––
California Public Employees Retirement System94,186$12.4M0.01%––
UBS Group AG96,012$12.6M0.01%––
Basswood Capital Management, L.L.C.97,016$12.8M0.58%––
Russell Investments Group, Ltd.97,127$12.8M0.02%––
SEI Investments Co102,103$13.2M0.03%––
Pier Capital, LLC100,489$13.2M1.26%––
Envestnet Asset Management Inc100,721$13.3M0.01%––
Massachusetts Financial Services Co100,805$13.3M0.00%––
Cubist Systematic Strategies, LLC101,522$13.4M0.17%––
Legal & General Group Plc103,133$13.6M0.01%––
BNP Paribas Arbitrage, SA103,389$13.6M0.03%––
Comerica Bank96,457$13.7M0.08%––
AXA S.A.106,300$14.0M0.04%––
Nomura Holdings Inc108,500$14.3M0.10%––
Moody Aldrich Partners LLC109,236$14.4M2.08%––
Rhumbline Advisers112,317$14.8M0.02%––
Allianz Asset Management GmbH114,008$15.0M0.02%––
Deroy & Devereaux Private Investment Counsel Inc126,073$16.6M1.31%––
Richard C. Young & CO., LTD.127,130$16.7M2.22%––
FIL Ltd129,202$17.0M0.02%––
AQR Capital Management LLC132,821$17.5M0.03%––
Deutsche Bank AG135,586$17.9M0.01%––
Fuller & Thaler Asset Management, Inc.138,929$18.3M0.13%––
Retirement Systems of Alabama140,730$18.5M0.07%––
Hillcrest Asset Management LLC140,904$18.6M2.17%––
Caas Capital Management LP142,238$18.7M0.57%––
Parametric Portfolio Associates LLC146,618$19.3M0.01%––
Royal Bank of Canada146,976$19.4M0.01%––
Peregrine Capital Management LLC147,614$19.4M0.36%––
Bank of Montreal145,988$19.7M0.01%––
Deprince Race & Zollo Inc154,199$20.3M0.55%––
State of Wisconsin Investment Board167,508$22.1M0.05%––
Moore Capital Management, LP174,315$23.0M0.45%––
Ziegler Capital Management, LLC176,813$23.3M0.73%––
Principal Financial Group Inc180,307$23.8M0.02%––
UBS Asset Management Americas Inc190,546$25.1M0.01%––
Ameriprise Financial Inc206,559$27.2M0.01%––
Glenmede Trust Co NA210,926$27.8M0.15%––
Clark Capital Management Group, Inc.218,906$28.8M0.44%––
Great Lakes Advisors, LLC224,346$29.6M0.48%––
Citadel Advisors LLC238,296$31.4M0.03%––
Ariel Investments, LLC259,683$34.2M0.34%––
Granite Investment Partners, LLC274,729$36.2M1.20%––
Bahl & Gaynor Inc285,783$37.6M0.24%––
Janus Henderson Group PLC289,807$38.2M0.02%––
Natixis290,400$38.3M0.13%––
Bernzott Capital Advisors294,408$38.8M3.40%––
Bank of America Corp296,628$39.1M0.00%––
Wedge Capital Management L L P297,700$39.2M0.47%––
Royce & Associates LP303,116$39.9M0.27%––
Frontier Capital Management Co LLC324,954$42.8M0.32%––
Aristotle Capital Boston, LLC341,730$45.0M1.00%––
Copeland Capital Management, LLC345,831$45.6M1.42%––
Prudential Financial Inc347,208$45.7M0.07%––
Samlyn Capital, LLC348,219$45.9M0.68%––
Franklin Resources Inc352,616$46.5M0.02%––
Thrivent Financial for Lutherans379,612$50.0M0.11%––
Norges Bank397,310$52.3M0.01%––
Wellington Management Group LLP407,590$53.7M0.01%––
TimesSquare Capital Management, LLC433,650$57.1M0.49%––
Invesco Ltd.436,207$57.5M0.02%––
Ceredex Value Advisors LLC454,509$59.9M0.70%––
Northern Trust Corp455,127$60.0M0.01%––
Nuveen Asset Management, LLC506,197$66.7M0.02%––
Millennium Management LLC528,371$69.6M0.10%––
Boston Partners535,045$71.0M0.10%––
Hotchkis & Wiley Capital Management LLC556,757$73.3M0.22%––
Charles Schwab Investment Management Inc560,981$73.9M0.03%––
Wells Fargo & Company564,833$74.4M0.02%––