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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 6,548 | $921.0K | 0.00% | +6,548 | New |
| Mitsubishi UFJ Trust & Banking Corp | 7,046 | $948.0K | 0.00% | −395−5.3% | Reduced |
| Qube Research & Technologies Ltd | 6,803 | $958.0K | 0.01% | −57,349−89.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,820 | $960.0K | 0.02% | −190−2.7% | Reduced |
| Shell Asset Management Co | 7,069 | $995.0K | 0.02% | +380+5.7% | Added |
| Globeflex Capital L P | 7,085 | $997.0K | 0.18% | +1,255+21.5% | Added |
| Mercer Global Advisors Inc | 7,187 | $1.01M | 0.01% | −933−11.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 7,282 | $1.02M | 0.29% | 00.0% | Unchanged |
| Marshall Wace North America L.P. | 7,376 | $1.04M | 0.00% | +7,376 | New |
| Hennion & Walsh Asset Management, Inc. | 7,600 | $1.07M | 0.06% | +2,060+37.2% | Added |
| Marshall Wace, LLP | 7,684 | $1.08M | 0.01% | +7,684 | New |
| Campbell Newman Asset Management Inc | 7,705 | $1.08M | 0.11% | +386+5.3% | Added |
| Northwest & Ethical Investments L.P. | 7,712 | $1.09M | 0.04% | −7,408−49.0% | Reduced |
| Metropolitan Life Insurance Co | 7,718 | $1.09M | 0.02% | −178−2.3% | Reduced |
| Cim, LLC | 8,263 | $1.09M | 0.18% | +8,263 | New |
| Trexquant Investment LP | 7,840 | $1.10M | 0.09% | +6,214+382.2% | Added |
| SG Americas Securities, LLC | 8,077 | $1.14M | 0.01% | +785+10.8% | Added |
| D. E. Shaw & Co., Inc. | 8,109 | $1.14M | 0.00% | −6,407−44.1% | Reduced |
| Handelsbanken Fonder AB | 8,137 | $1.15M | 0.01% | +2,200+37.1% | Added |
| Kingsview Wealth Management, LLC | 8,123 | $1.15M | 0.06% | +8,123 | New |
| Toroso Investments, LLC | 8,627 | $1.21M | 0.05% | +8,627 | New |
| Capital Impact Advisors, LLC | 8,667 | $1.22M | 0.39% | −14,333−62.3% | Reduced |
| New Mexico Educational Retirement Board | 8,700 | $1.23M | 0.04% | +1,600+22.5% | Added |
| Advisor Resource Council | 8,800 | $1.24M | 0.13% | +8,800 | New |
| Gotham Asset Management, LLC | 9,345 | $1.31M | 0.06% | +4,028+75.8% | Added |
| Keybank National Association | 9,350 | $1.32M | 0.01% | −12,848−57.9% | Reduced |
| CIBC World Markets Inc. | 9,441 | $1.33M | 0.00% | −17−0.2% | Reduced |
| DekaBank Deutsche Girozentrale | 10,100 | $1.38M | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9,904 | $1.39M | 0.00% | +620+6.7% | Added |
| State of Alaska, Department of Revenue | 10,019 | $1.41M | 0.01% | +674+7.2% | Added |
| BancorpSouth Bank | 10,049 | $1.42M | 0.21% | −301−2.9% | Reduced |
| Meeder Asset Management Inc | 10,112 | $1.42M | 0.07% | +113+1.1% | Added |
| STRS Ohio | 10,225 | $1.44M | 0.01% | +1,018+11.1% | Added |
| Fifth Third Bancorp | 10,288 | $1.45M | 0.01% | −40,444−79.7% | Reduced |
| Twin Tree Management, LP | 10,285 | $1.45M | 0.04% | −4,228−29.1% | Reduced |
| Cornercap Investment Counsel Inc | 10,300 | $1.45M | 0.16% | −1,387−11.9% | Reduced |
| State of Michigan Retirement System | 10,314 | $1.45M | 0.01% | −5,200−33.5% | Reduced |
| James Investment Research Inc | 10,350 | $1.46M | 0.12% | −3,170−23.4% | Reduced |
| NN Investment Partners Holdings N.V. | 10,465 | $1.47M | 0.01% | −1,976−15.9% | Reduced |
| Louisiana State Employees Retirement System | 10,600 | $1.49M | 0.04% | −300−2.8% | Reduced |
| Ameritas Investment Partners, Inc. | 11,068 | $1.56M | 0.06% | −453−3.9% | Reduced |
| Mastrapasqua Asset Management Inc | 11,145 | $1.57M | 0.17% | +835+8.1% | Added |
| Flputnam Investment Management Co | 11,399 | $1.60M | 0.06% | +1,191+11.7% | Added |
| Arizona State Retirement System | 11,423 | $1.61M | 0.01% | −405−3.4% | Reduced |
| Janney Montgomery Scott LLC | 11,693 | $1.65M | 0.01% | −8,543−42.2% | Reduced |
| Essex Investment Management Co LLC | 11,793 | $1.66M | 0.19% | −28,276−70.6% | Reduced |
| Advisor Group Holdings, Inc. | 11,896 | $1.68M | 0.00% | −214−1.8% | Reduced |
| Price T Rowe Associates Inc | 12,078 | $1.70M | 0.00% | −164−1.3% | Reduced |
| Bridge City Capital, LLC | 12,122 | $1.71M | 0.58% | −392−3.1% | Reduced |
| CWM Advisors, LLC | 12,228 | $1.72M | 0.23% | +7,236+145.0% | Added |
| Empowered Funds, LLC | 12,224 | $1.72M | 0.22% | +12,224 | New |
| Donoghue Forlines LLC | 12,392 | $1.74M | 0.33% | −11,418−48.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 12,661 | $1.78M | 0.01% | +4,816+61.4% | Added |
| Prana Capital Management, LP | 12,798 | $1.80M | 0.12% | +12,798 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,642 | $1.92M | 0.02% | −377−2.7% | Reduced |
| Covington Capital Management | 13,825 | $1.95M | 0.08% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 13,911 | $1.96M | 0.01% | −570−3.9% | Reduced |
| Oregon Public Employees Retirement Fund | 13,977 | $1.97M | 0.02% | +406+3.0% | Added |
| Hohimer Wealth Management, LLC | 14,203 | $2.00M | 0.41% | −9,304−39.6% | Reduced |
| HSBC Holdings PLC | 14,752 | $2.06M | 0.00% | −51,950−77.9% | Reduced |
| Nations Financial Group Inc, | 14,669 | $2.06M | 0.35% | +14,669 | New |
| Harbor Advisors LLC | 15,000 | $2.11M | 0.42% | 00.0% | Unchanged |
| Monument Capital Management | 15,298 | $2.15M | 0.75% | +15,298 | New |
| ExodusPoint Capital Management, LP | 15,786 | $2.22M | 0.03% | +8,950+130.9% | Added |
| Adage Capital Partners GP, L.L.C. | 16,363 | $2.30M | 0.00% | −71,520−81.4% | Reduced |
| Great West Life Assurance Co | 17,065 | $2.40M | 0.01% | −31−0.2% | Reduced |
| Vident Investment Advisory, LLC | 17,158 | $2.42M | 0.07% | −165−1.0% | Reduced |
| Deutsche Bank AG | 17,585 | $2.48M | 0.00% | −118,001−87.0% | Reduced |
| Alaska Permanent Fund Corp | 17,800 | $2.51M | 0.05% | −17,400−49.4% | Reduced |
| Dorsey Wright & Associates | 17,820 | $2.51M | 0.53% | +233+1.3% | Added |
| O'Shares Investment Advisers, LLC | 18,040 | $2.54M | 0.18% | +2,242+14.2% | Added |
| Washington Trust Co | 18,638 | $2.62M | 0.07% | −1,265−6.4% | Reduced |
| Verdence Capital Advisors LLC | 19,745 | $2.78M | 0.39% | +84+0.4% | Added |
| Virginia Retirement Systems Et Al | 20,200 | $2.84M | 0.03% | +8,500+72.6% | Added |
| MetLife Investment Management | 20,462 | $2.88M | 0.03% | −1,245−5.7% | Reduced |
| IFP Advisors, Inc | 21,069 | $2.97M | 0.06% | +20,979+23,310.0% | Added |
| Hussman Strategic Advisors, Inc. | 21,700 | $3.06M | 0.63% | +21,700 | New |
| Zacks Investment Management | 21,812 | $3.07M | 0.05% | −739−3.3% | Reduced |
| Duality Advisers, LP | 21,888 | $3.08M | 0.27% | +21,888 | New |
| Brinker Capital Investments, LLC | 22,187 | $3.12M | 0.04% | +16,752+308.2% | Added |
| TCW Group Inc | 22,964 | $3.23M | 0.03% | −756−3.2% | Reduced |
| Usca Ria LLC | 23,151 | $3.26M | 0.20% | +269+1.2% | Added |
| HRT Financial LP | 23,253 | $3.27M | 0.03% | +23,253 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 23,480 | $3.31M | 0.13% | +23,480 | New |
| Rafferty Asset Management, LLC | 23,497 | $3.31M | 0.02% | +3,602+18.1% | Added |
| State of New Jersey Common Pension Fund D | 24,034 | $3.38M | 0.01% | −2,188−8.3% | Reduced |
| Macquarie Group Ltd | 24,230 | $3.41M | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 24,647 | $3.47M | 0.01% | −78,742−76.2% | Reduced |
| Sarasin & Partners LLP | 25,000 | $3.52M | 0.04% | 00.0% | Unchanged |
| Zweig-DiMenna Associates LLC | 26,250 | $3.69M | 0.23% | +26,250 | New |
| Nomura Holdings Inc | 28,600 | $4.01M | 0.03% | −79,900−73.6% | Reduced |
| Public Employees Retirement System of Ohio | 28,533 | $4.02M | 0.01% | +2,572+9.9% | Added |
| Guggenheim Capital LLC | 28,715 | $4.04M | 0.02% | +17,242+150.3% | Added |
| Segall Bryant & Hamill, LLC | 29,658 | $4.17M | 0.04% | −17,621−37.3% | Reduced |
| Voya Investment Management LLC | 30,162 | $4.25M | 0.01% | −416−1.4% | Reduced |
| Morse Asset Management, Inc | 30,165 | $4.25M | 1.03% | −220−0.7% | Reduced |
| Texas Permanent School Fund | 30,517 | $4.30M | 0.05% | −878−2.8% | Reduced |
| US Bancorp | 30,588 | $4.31M | 0.01% | −1,328−4.2% | Reduced |
| Stifel Financial Corp | 30,638 | $4.31M | 0.01% | +3,066+11.1% | Added |
| Raymond James & Associates | 31,453 | $4.43M | 0.00% | +5,631+21.8% | Added |