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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
DekaBank Deutsche Girozentrale10,100$1.32M0.00%––
Polianta Ltd10,000$1.32M0.73%––
CIBC World Markets Inc.9,458$1.25M0.00%––
AlphaCrest Capital Management LLC9,396$1.24M0.07%––
Vestcor Inc9,371$1.24M0.05%––
Winton Group Ltd9,349$1.23M0.07%––
State of Alaska, Department of Revenue9,345$1.23M0.01%––
Federated Hermes, Inc.9,282$1.22M0.00%––
Northwestern Mutual Wealth Management Co9,284$1.22M0.00%––
STRS Ohio9,207$1.21M0.00%––
Atria Investments LLC8,491$1.12M0.02%––
Mercer Global Advisors Inc8,120$1.07M0.01%––
Metropolitan Life Insurance Co7,896$1.04M0.02%––
Connor, Clark & Lunn Investment Management Ltd.7,845$1.03M0.01%––
Engineers Gate Manager LP7,638$1.01M0.05%––
RBF Capital, LLC7,500$988.0K0.06%––
Dynamic Technology Lab Private Ltd7,486$986.0K0.11%––
Ontario Teachers Pension Plan Board7,451$982.0K0.01%––
Campbell Newman Asset Management Inc7,319$964.0K0.10%––
SG Americas Securities, LLC7,292$961.0K0.01%––
Prescott Group Capital Management, L.L.C.7,282$959.0K0.28%––
New Mexico Educational Retirement Board7,100$935.0K0.04%––
Northwestern Mutual Investment Management Company, LLC7,010$923.0K0.02%––
Exchange Traded Concepts, LLC6,923$912.0K0.03%––
ExodusPoint Capital Management, LP6,836$901.0K0.02%––
PDT Partners, LLC6,800$896.0K0.06%––
Shell Asset Management Co6,689$881.0K0.02%––
CSat Investment Advisory, L.P.6,353$837.0K0.70%––
Teachers Retirement System of the State of Kentucky6,300$830.0K0.01%––
WBI Investments6,242$822.0K0.13%––
Public Employees Retirement Association of Colorado6,219$819.0K0.00%––
Mitsubishi UFJ Trust & Banking Corp7,441$816.0K0.00%––
Handelsbanken Fonder AB5,937$782.0K0.00%––
HGK Asset Management Inc5,905$778.0K0.26%––
Snowden Capital Advisors LLC5,834$768.6K0.04%––
Globeflex Capital L P5,830$768.0K0.14%––
Deltec Asset Management LLC5,760$759.0K0.11%––
Legacy Wealth Asset Management, LLC5,742$756.0K0.35%––
Hennion & Walsh Asset Management, Inc.5,540$730.0K0.04%––
Advisory Services Network, LLC5,508$726.0K0.03%––
Brinker Capital Investments, LLC5,435$716.0K0.01%––
Virtu Financial LLC5,393$710.0K0.05%––
Valley National Advisers Inc5,357$706.0K0.14%––
Montecito Bank & Trust5,350$705.0K0.15%––
Gotham Asset Management, LLC5,317$700.0K0.03%––
Sit Investment Associates Inc5,200$685.0K0.02%––
Tower Research Capital LLC (TRC)5,056$666.0K0.01%––
CWM Advisors, LLC4,992$658.0K0.10%––
Amalgamated Bank4,948$652.0K0.02%––
Somerset Trust Co4,929$649.0K0.28%––
Captrust Financial Advisors4,840$638.0K0.01%––
Advisors Capital Management, LLC4,802$632.0K0.02%––
Radnor Capital Management, LLC4,560$601.0K0.19%––
Teacher Retirement System of Texas4,539$598.0K0.00%––
CIBC World Markets Corp4,512$594.0K0.00%––
Evercore Wealth Management, LLC4,511$594.0K0.01%––
HN Saltoro Capital, LP4,500$593.0K0.49%––
Pacer Advisors, Inc.4,485$591.0K0.01%––
Xponance, Inc.4,433$584.0K0.01%––
Nisa Investment Advisors, LLC4,305$567.0K0.00%––
Flagship Harbor Advisors, LLC4,289$565.0K0.06%––
We Are One Seven, LLC4,293$565.0K0.10%––
Zurcher Kantonalbank (Zurich Cantonalbank)4,267$562.0K0.00%––
Compton Capital Management Inc4,250$560.0K0.18%––
Neuberger Berman Group LLC4,226$557.0K0.00%––
Quantitative Systematic Strategies LLC4,208$554.0K0.09%––
BCJ Capital Management, LLC4,140$545.0K0.06%––
Caxton Associates LP4,119$543.0K0.05%––
Hillsdale Investment Management Inc.4,080$538.0K0.05%––
Bank Julius Baer & Co. Ltd, Zurich4,034$531.0K0.00%––
QS Investors, LLC4,000$527.0K0.01%––
Securian Asset Management, Inc3,966$522.0K0.01%––
Banco Santander, S.A.3,866$509.0K0.00%––
Regions Financial Corp3,848$507.0K0.00%––
TD Ameritrade Investment Management, LLC4,534$497.0K0.00%––
Crossmark Global Holdings, Inc.3,760$495.0K0.01%––
Sterling Manor Financial, LLC3,677$484.0K0.43%––
Old National Bancorp3,556$469.0K0.02%––
Krane Funds Advisors LLC3,552$468.0K0.02%––
Simplex Trading, LLC3,546$467.0K0.03%––
Buckhead Capital Management LLC3,460$456.0K0.11%––
LPL Financial LLC3,402$448.0K0.00%––
Lingohr & Partner Asset Management GmbH3,400$448.0K1.12%––
Bridgefront Capital, LLC3,345$441.0K0.14%––
ProShare Advisors LLC3,238$427.0K0.00%––
Wolverine Trading, LLC3,237$425.0K0.01%––
Pictet Asset Management Ltd3,200$422.0K0.00%––
GW&K Investment Management, LLC3,168$417.0K0.00%––
Fox Run Management, L.L.C.3,160$416.0K0.75%––
Cresset Asset Management, LLC3,117$411.0K0.01%––
Boenning & Scattergood, Inc.3,100$408.0K0.08%––
IndexIQ Advisors LLC3,056$403.0K0.01%––
Convergence Investment Partners, LLC3,036$400.0K0.18%––
Maryland State Retirement & Pension System3,021$398.0K0.01%––
MML Investors Services, LLC3,015$397.0K0.00%––
Joel Isaacson & Co., LLC3,000$395.0K0.03%––
Personal Cfo Solutions, LLC2,994$394.0K0.09%––
First Quadrant L P2,892$381.0K0.04%––
FORA Capital, LLC2,889$381.0K0.13%––
Gsa Capital Partners LLP2,876$379.0K0.06%––