Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2021: 429 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 heldQ2 2021: $5.03B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q1 2021.

Institutions holding EVR in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Csenge Advisory Group1,818$258.0K0.02%+70+4.0%Added
Mount Yale Investment Advisors, LLC1,920$270.0K0.03%−20−1.0%Reduced
Sawtooth Solutions, LLC1,919$270.0K0.05%+1,919New
Origin Asset Management LLP1,939$273.0K0.03%+1,939New
D.A. Davidson & Co.1,977$278.0K0.00%−12−0.6%Reduced
M&T Bank Corp1,978$279.0K0.00%−332−14.4%Reduced
Zions Bancorporation, N.A.1,997$281.0K0.03%+1,997New
QS Investors, LLC2,000$282.0K0.00%−2,000−50.0%Reduced
World Asset Management Inc2,022$285.0K0.03%−203−9.1%Reduced
Ingalls & Snyder LLC2,044$288.0K0.01%−119−5.5%Reduced
Utah Retirement Systems2,100$296.0K0.00%+100+5.0%Added
Rice Hall James & Associates, LLC2,123$299.0K0.01%00.0%Unchanged
Fox Run Management, L.L.C.2,181$307.0K0.28%−979−31.0%Reduced
Kestra Private Wealth Services, LLC2,194$309.0K0.02%+2,194New
Profund Advisors LLC2,212$311.0K0.01%−48−2.1%Reduced
Old National Bancorp2,222$313.0K0.01%−1,334−37.5%Reduced
Ci Investments Inc.2,226$313.0K0.00%+846+61.3%Added
Mackenzie Financial Corp2,291$323.0K0.00%−17,800−88.6%Reduced
Personal Cfo Solutions, LLC2,326$327.0K0.07%−668−22.3%Reduced
Commonwealth Equity Services, LLC2,340$329.0K0.00%+2,340New
Shelton Capital Management2,355$332.0K0.01%00.0%Unchanged
Park Avenue Securities LLC2,379$335.0K0.01%+94+4.1%Added
Alps Advisors Inc2,411$339.0K0.00%00.0%Unchanged
Symmetry Partners, LLC2,467$347.0K0.02%00.0%Unchanged
Pearl River Capital, LLC2,507$353.0K0.10%+2,507New
Cresset Asset Management, LLC2,545$359.0K0.01%−572−18.4%Reduced
Convergence Investment Partners, LLC2,561$361.0K0.16%−475−15.6%Reduced
USA Financial Portformulas Corp2,573$362.0K0.30%+315+14.0%Added
AlphaCrest Capital Management LLC2,688$378.0K0.02%−6,708−71.4%Reduced
Pendal Group Limited2,859$402.0K0.00%00.0%Unchanged
Radnor Capital Management, LLC2,875$405.0K0.14%−1,685−37.0%Reduced
Squarepoint Ops LLC2,906$409.0K0.00%+2,906New
Pictet Asset Management Ltd2,976$419.0K0.00%−224−7.0%Reduced
Joel Isaacson & Co., LLC3,000$422.0K0.03%00.0%Unchanged
Maryland State Retirement & Pension System3,021$428.0K0.01%00.0%Unchanged
IndexIQ Advisors LLC3,071$432.0K0.01%+15+0.5%Added
GW&K Investment Management, LLC3,086$434.0K0.00%−82−2.6%Reduced
ProShare Advisors LLC3,098$436.0K0.00%−140−4.3%Reduced
Boenning & Scattergood, Inc.3,100$436.0K0.08%00.0%Unchanged
Wolverine Trading, LLC3,189$439.0K0.01%−48−1.5%Reduced
O'Shaughnessy Asset Management, LLC3,127$440.0K0.01%+732+30.6%Added
DuPont Capital Management Corp3,159$445.0K0.01%+3,043+2,623.3%Added
Engineers Gate Manager LP3,191$449.0K0.03%−4,447−58.2%Reduced
Kendall Capital Management3,306$465.0K0.26%+3,306New
Prudential PLC3,345$471.0K0.00%−80,353−96.0%Reduced
Regions Financial Corp3,368$475.0K0.00%−480−12.5%Reduced
Sterling Manor Financial, LLC3,378$476.0K0.38%−299−8.1%Reduced
Wolverine Asset Management LLC3,401$478.0K0.00%+3,401New
Lingohr & Partner Asset Management GmbH3,400$479.0K1.21%00.0%Unchanged
Navellier & Associates Inc3,410$480.0K0.07%+788+30.1%Added
Polar Asset Management Partners Inc.3,425$482.0K0.01%+3,425New
TD Ameritrade Investment Management, LLC3,479$490.0K0.00%−1,055−23.3%Reduced
MML Investors Services, LLC3,580$504.0K0.00%+565+18.7%Added
Buckhead Capital Management LLC3,620$510.0K0.11%+160+4.6%Added
Neuberger Berman Group LLC3,686$519.0K0.00%−540−12.8%Reduced
Tower Research Capital LLC (TRC)3,717$523.0K0.01%−1,339−26.5%Reduced
Crossmark Global Holdings, Inc.3,720$524.0K0.01%−40−1.1%Reduced
Securian Asset Management, Inc3,763$530.0K0.01%−203−5.1%Reduced
Bank Julius Baer & Co. Ltd, Zurich3,779$532.0K0.00%−255−6.3%Reduced
BCJ Capital Management, LLC3,784$533.0K0.06%−356−8.6%Reduced
Krane Funds Advisors LLC3,811$536.0K0.02%+259+7.3%Added
Sumitomo Mitsui Trust Holdings, Inc.3,820$538.0K0.00%+3,820New
Los Angeles Capital Management LLC3,952$556.0K0.00%−8,240−67.6%Reduced
Walleye Trading LLC4,075$574.0K0.02%+1,838+82.2%Added
Caxton Associates LP4,119$580.0K0.08%00.0%Unchanged
Flagship Harbor Advisors, LLC4,144$583.0K0.06%−145−3.4%Reduced
LPL Financial LLC4,186$589.0K0.00%+784+23.0%Added
Compton Capital Management Inc4,200$591.0K0.17%−50−1.2%Reduced
We Are One Seven, LLC4,267$601.0K0.08%−26−0.6%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)4,267$601.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC4,305$606.0K0.00%00.0%Unchanged
Pacer Advisors, Inc.4,434$624.0K0.01%−51−1.1%Reduced
PDT Partners, LLC4,528$637.0K0.04%−2,272−33.4%Reduced
Quantitative Systematic Strategies LLC4,553$641.0K0.22%+345+8.2%Added
Robeco Institutional Asset Management B.V.4,553$641.0K0.00%+4,553New
Captrust Financial Advisors4,561$642.0K0.01%−279−5.8%Reduced
Xponance, Inc.4,787$674.0K0.01%+354+8.0%Added
Bayesian Capital Management, LP4,841$681.0K0.18%+4,841New
Somerset Trust Co4,904$690.0K0.28%−25−0.5%Reduced
Snowden Capital Advisors LLC4,906$690.6K0.03%−928−15.9%Reduced
Maltese Capital Management LLC5,000$704.0K0.11%+5,000New
Jefferies Group LLC5,016$706.1K0.01%+5,016New
Advisory Services Network, LLC5,025$708.0K0.02%−483−8.8%Reduced
Raymond James Financial Services Advisors, Inc.5,038$709.0K0.00%−7,030−58.3%Reduced
Susquehanna International Group, LLP5,095$717.0K0.00%−30,298−85.6%Reduced
Legacy Wealth Asset Management, LLC5,153$725.0K0.32%−589−10.3%Reduced
HGK Asset Management Inc5,177$729.0K0.23%−728−12.3%Reduced
Sit Investment Associates Inc5,200$732.0K0.02%00.0%Unchanged
Quantbot Technologies LP5,253$739.0K0.06%+5,253New
Teacher Retirement System of Texas5,334$751.0K0.00%+795+17.5%Added
Montecito Bank & Trust5,350$753.0K0.14%00.0%Unchanged
Valley National Advisers Inc5,357$754.0K0.14%00.0%Unchanged
Assetmark, Inc5,530$778.0K0.00%+5,507+23,943.5%Added
Pinebridge Investments, L.P.5,601$788.0K0.01%+5,501+5,501.0%Added
Deltec Asset Management LLC5,760$811.0K0.11%00.0%Unchanged
Winton Group Ltd5,807$817.0K0.04%−3,542−37.9%Reduced
Advisors Capital Management, LLC5,901$831.0K0.03%+1,099+22.9%Added
First Hawaiian Bank6,133$864.0K0.04%+6,133New
Public Employees Retirement Association of Colorado6,219$875.0K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky6,300$887.0K0.01%00.0%Unchanged