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, Q2 2021
Institutional positions in Evercore Inc. as of Jun 30, 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
- 429
- +20 vs. Q1 2021
- Shares held
- 35.6M
- −1.78M (−4.8%) vs. Q1 2021
- Total value
- $5.03B
- +$101.0M (+2.0%) vs. Q1 2021
- New holders
- 68
- 124 more added
- Sold out
- 48
- 180 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| 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, Q2 2021
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,839,528 | $540.5M | 0.01% | −33,073−0.9% | Reduced |
| BlackRock Inc. | 3,579,725 | $503.9M | 0.01% | −268,327−7.0% | Reduced |
| JPMorgan Chase & Co | 1,995,045 | $280.8M | 0.04% | +192,718+10.7% | Added |
| Goldman Sachs Group Inc | 1,157,006 | $162.9M | 0.04% | +228,663+24.6% | Added |
| State Street Corp | 1,052,041 | $148.1M | 0.01% | +83,825+8.7% | Added |
| Dimensional Fund Advisors LP | 889,334 | $125.2M | 0.04% | −56,484−6.0% | Reduced |
| Morgan Stanley | 834,537 | $117.5M | 0.02% | +99,579+13.5% | Added |
| Charles Schwab Investment Management Inc | 701,446 | $98.7M | 0.03% | +140,465+25.0% | Added |
| Wells Fargo & Company | 628,955 | $88.5M | 0.02% | +64,122+11.4% | Added |
| Bank of New York Mellon Corp | 601,648 | $84.7M | 0.02% | −18,260−2.9% | Reduced |
| Geode Capital Management, LLC | 580,462 | $81.7M | 0.01% | +14,714+2.6% | Added |
| Boston Partners | 531,684 | $74.8M | 0.10% | −3,361−0.6% | Reduced |
| Invesco Ltd. | 472,760 | $66.6M | 0.02% | +36,553+8.4% | Added |
| Scout Investments, Inc. | 448,896 | $63.2M | 0.94% | −454,928−50.3% | Reduced |
| Norges Bank | 445,990 | $62.8M | 0.01% | +48,680+12.3% | Added |
| Northern Trust Corp | 444,214 | $62.5M | 0.01% | −10,913−2.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 429,737 | $60.5M | 0.18% | −127,020−22.8% | Reduced |
| Lord, Abbett & Co. LLC | 418,221 | $58.9M | 0.14% | +418,221 | New |
| Thrivent Financial for Lutherans | 404,879 | $57.0M | 0.12% | +25,267+6.7% | Added |
| Ceredex Value Advisors LLC | 397,109 | $55.9M | 0.63% | −57,400−12.6% | Reduced |
| Bahl & Gaynor Inc | 371,731 | $52.3M | 0.32% | +85,948+30.1% | Added |
| Millennium Management LLC | 368,470 | $51.9M | 0.07% | −159,901−30.3% | Reduced |
| Citadel Advisors LLC | 364,678 | $51.3M | 0.05% | +126,382+53.0% | Added |
| Franklin Resources Inc | 353,482 | $49.8M | 0.02% | +866+0.2% | Added |
| Nuveen Asset Management, LLC | 352,021 | $49.6M | 0.01% | −154,176−30.5% | Reduced |
| Wellington Management Group LLP | 350,200 | $49.3M | 0.01% | −57,390−14.1% | Reduced |
| TimesSquare Capital Management, LLC | 334,350 | $47.1M | 0.39% | −99,300−22.9% | Reduced |
| Frontier Capital Management Co LLC | 325,240 | $45.8M | 0.34% | +286+0.1% | Added |
| Aristotle Capital Boston, LLC | 323,697 | $45.6M | 1.04% | −18,033−5.3% | Reduced |
| Nitorum Capital, L.P. | 300,900 | $42.4M | 1.93% | +300,900 | New |
| Bernzott Capital Advisors | 293,265 | $41.3M | 3.50% | −1,143−0.4% | Reduced |
| Granite Investment Partners, LLC | 275,441 | $38.8M | 1.19% | +712+0.3% | Added |
| Copeland Capital Management, LLC | 271,470 | $38.2M | 1.15% | −74,361−21.5% | Reduced |
| Ariel Investments, LLC | 258,246 | $36.4M | 0.34% | −1,437−0.6% | Reduced |
| Principal Financial Group Inc | 253,904 | $35.7M | 0.02% | +73,597+40.8% | Added |
| Bank of America Corp | 247,278 | $34.8M | 0.00% | −49,350−16.6% | Reduced |
| Janus Henderson Group PLC | 227,039 | $32.0M | 0.01% | −62,768−21.7% | Reduced |
| Clark Capital Management Group, Inc. | 223,989 | $31.5M | 0.44% | +5,083+2.3% | Added |
| Glenmede Trust Co NA | 220,957 | $31.1M | 0.16% | +10,031+4.8% | Added |
| Wedge Capital Management L L P | 219,780 | $30.9M | 0.38% | −77,920−26.2% | Reduced |
| Great Lakes Advisors, LLC | 219,604 | $30.9M | 0.47% | −4,742−2.1% | Reduced |
| Royce & Associates LP | 214,016 | $30.1M | 0.21% | −89,100−29.4% | Reduced |
| Prudential Financial Inc | 196,122 | $27.6M | 0.04% | −151,086−43.5% | Reduced |
| UBS Asset Management Americas Inc | 176,454 | $24.8M | 0.01% | −14,092−7.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 172,289 | $24.3M | 0.16% | +33,360+24.0% | Added |
| Ziegler Capital Management, LLC | 74,328 | $23.9M | 0.80% | −102,485−58.0% | Reduced |
| First Trust Advisors LP | 167,390 | $23.6M | 0.03% | +96,237+135.3% | Added |
| Royal Bank of Canada | 165,156 | $23.2M | 0.01% | +18,180+12.4% | Added |
| Ameriprise Financial Inc | 161,519 | $22.8M | 0.01% | −45,040−21.8% | Reduced |
| Man Group plc | 158,771 | $22.4M | 0.08% | +79,463+100.2% | Added |
| State of Wisconsin Investment Board | 158,675 | $22.3M | 0.05% | −8,833−5.3% | Reduced |
| FIL Ltd | 152,570 | $21.5M | 0.02% | +23,368+18.1% | Added |
| Parametric Portfolio Associates LLC | 150,640 | $21.2M | 0.01% | +4,022+2.7% | Added |
| Bank of Montreal | 151,603 | $20.9M | 0.01% | +5,615+3.8% | Added |
| Natixis | 139,500 | $19.6M | 0.09% | −150,900−52.0% | Reduced |
| Retirement Systems of Alabama | 139,228 | $19.6M | 0.07% | −1,502−1.1% | Reduced |
| Peregrine Capital Management LLC | 138,709 | $19.5M | 0.35% | −8,905−6.0% | Reduced |
| Richard C. Young & CO., LTD. | 127,338 | $17.9M | 2.28% | +208+0.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 123,872 | $17.4M | 1.31% | −2,201−1.7% | Reduced |
| Hillcrest Asset Management LLC | 118,664 | $16.7M | 2.26% | −22,240−15.8% | Reduced |
| Schroder Investment Management Group | 117,907 | $16.6M | 0.02% | +80,664+216.6% | Added |
| AQR Capital Management LLC | 117,053 | $16.2M | 0.03% | −15,768−11.9% | Reduced |
| Allianz Asset Management GmbH | 115,011 | $16.2M | 0.01% | +1,003+0.9% | Added |
| Deprince Race & Zollo Inc | 112,108 | $15.8M | 0.40% | −42,091−27.3% | Reduced |
| SEI Investments Co | 111,351 | $15.7M | 0.03% | +9,248+9.1% | Added |
| Rhumbline Advisers | 109,022 | $15.3M | 0.02% | −3,295−2.9% | Reduced |
| UBS Group AG | 108,949 | $15.3M | 0.01% | +12,937+13.5% | Added |
| California Public Employees Retirement System | 97,959 | $13.8M | 0.01% | +3,773+4.0% | Added |
| Moody Aldrich Partners LLC | 97,428 | $13.7M | 1.93% | −11,808−10.8% | Reduced |
| Basswood Capital Management, L.L.C. | 97,016 | $13.7M | 0.57% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 95,020 | $13.4M | 0.00% | −5,785−5.7% | Reduced |
| Voloridge Investment Management, LLC | 94,215 | $13.3M | 0.09% | +55,595+144.0% | Added |
| Swiss National Bank | 92,600 | $13.0M | 0.01% | −300−0.3% | Reduced |
| Envestnet Asset Management Inc | 92,346 | $13.0M | 0.01% | −8,375−8.3% | Reduced |
| Alliancebernstein L.P. | 91,168 | $12.8M | 0.01% | −1,120−1.2% | Reduced |
| Marshall Wace Asia Ltd | 91,067 | $12.8M | 0.27% | +91,067 | New |
| American Century Companies Inc | 88,985 | $12.5M | 0.01% | +19,608+28.3% | Added |
| Westwood Holdings Group Inc. | 86,570 | $12.2M | 0.12% | +5,389+6.6% | Added |
| Legal & General Group Plc | 86,072 | $12.1M | 0.00% | −17,061−16.5% | Reduced |
| CCM Investment Advisers LLC | 85,834 | $12.1M | 1.55% | −566−0.7% | Reduced |
| American International Group, Inc. | 82,845 | $11.7M | 0.05% | −3,811−4.4% | Reduced |
| Fort Washington Investment Advisors Inc | 81,984 | $11.5M | 0.10% | −10,661−11.5% | Reduced |
| First Republic Investment Management, Inc. | 79,091 | $11.1M | 0.03% | +31,966+67.8% | Added |
| Cookson Peirce & Co Inc | 76,424 | $10.8M | 0.67% | +62,285+440.5% | Added |
| Artemis Investment Management LLP | 75,159 | $10.6M | 0.09% | +7,282+10.7% | Added |
| Nordea Investment Management AB | 74,751 | $10.5M | 0.01% | +6,659+9.8% | Added |
| Schonfeld Strategic Advisors LLC | 74,245 | $10.5M | 0.12% | −12,295−14.2% | Reduced |
| Citigroup Inc | 73,767 | $10.4M | 0.01% | +9,209+14.3% | Added |
| Venturi Wealth Management, LLC | 71,654 | $10.1M | 0.90% | −55−0.1% | Reduced |
| Eaton Vance Management | 70,454 | $9.92M | 0.01% | +34,495+95.9% | Added |
| Pier Capital, LLC | 70,429 | $9.91M | 0.99% | −30,060−29.9% | Reduced |
| Two Sigma Advisers, LP | 69,200 | $9.74M | 0.03% | 00.0% | Unchanged |
| Full18 Capital LLC | 68,988 | $9.71M | 4.04% | +68,988 | New |
| Brandywine Global Investment Management, LLC | 68,578 | $9.65M | 0.07% | −1,004−1.4% | Reduced |
| California State Teachers Retirement System | 68,310 | $9.62M | 0.01% | −603−0.9% | Reduced |
| State of Tennessee, Treasury Department | 65,823 | $9.27M | 0.04% | +12,349+23.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 64,900 | $9.14M | 0.02% | +19,658+43.5% | Added |
| New York State Common Retirement Fund | 64,800 | $9.12M | 0.01% | +325+0.5% | Added |
| Federated Hermes, Inc. | 64,721 | $9.11M | 0.02% | +55,439+597.3% | Added |
| State Board of Administration of Florida Retirement System | 63,583 | $8.95M | 0.02% | +22,935+56.4% | Added |