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 |
|---|---|---|---|---|---|
| Employees Retirement System of Texas | 31,500 | $4.43M | 0.05% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 34,645 | $4.88M | 0.07% | +1,042+3.1% | Added |
| Mutual of America Capital Management LLC | 35,823 | $5.04M | 0.05% | −2,094−5.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 36,709 | $5.17M | 0.72% | −20,283−35.6% | Reduced |
| Cubist Systematic Strategies, LLC | 37,633 | $5.30M | 0.06% | −63,889−62.9% | Reduced |
| Amalgamated Bank | 38,061 | $5.36M | 0.04% | +33,113+669.2% | Added |
| Martingale Asset Management L P | 38,284 | $5.39M | 0.06% | +23,740+163.2% | Added |
| Credit Suisse AG | 41,136 | $5.66M | 0.00% | −6,591−13.8% | Reduced |
| APG Asset Management N.V. | 48,560 | $5.76M | 0.01% | −51,600−51.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 43,200 | $6.08M | 0.01% | +43,200 | New |
| South Dakota Investment Council | 44,420 | $6.25M | 0.11% | −80−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 44,822 | $6.31M | 0.01% | −2,285−4.9% | Reduced |
| NewEdge Wealth, LLC | 46,192 | $6.50M | 0.50% | +5,595+13.8% | Added |
| New York State Teachers Retirement System | 47,770 | $6.72M | 0.01% | +3,219+7.2% | Added |
| Fisher Asset Management, LLC | 47,986 | $6.75M | 0.00% | +2,484+5.5% | Added |
| Leuthold Group, LLC | 48,498 | $6.83M | 0.84% | −935−1.9% | Reduced |
| Truist Financial Corp | 48,629 | $6.85M | 0.01% | +21,723+80.7% | Added |
| Gillson Capital LP | 48,825 | $6.87M | 0.64% | +1,891+4.0% | Added |
| Ensign Peak Advisors, Inc | 49,414 | $6.96M | 0.01% | +5,005+11.3% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 50,979 | $7.18M | 2.14% | +10,019+24.5% | Added |
| Assenagon Asset Management S.A. | 51,413 | $7.24M | 0.03% | +51,413 | New |
| Barclays PLC | 52,851 | $7.44M | 0.01% | −2,441−4.4% | Reduced |
| Balyasny Asset Management LLC | 58,199 | $8.19M | 0.04% | +58,199 | New |
| Picton Mahoney Asset Management | 60,163 | $8.47M | 0.31% | +29,949+99.1% | Added |
| Susquehanna Fundamental Investments, LLC | 60,943 | $8.58M | 0.16% | −7,075−10.4% | Reduced |
| Victory Capital Management Inc | 61,998 | $8.73M | 0.01% | +51,936+516.2% | Added |
| AXA S.A. | 62,100 | $8.74M | 0.02% | −44,200−41.6% | Reduced |
| Comerica Bank | 67,364 | $8.78M | 0.05% | −29,093−30.2% | Reduced |
| Russell Investments Group, Ltd. | 62,936 | $8.86M | 0.01% | −34,191−35.2% | Reduced |
| State Board of Administration of Florida Retirement System | 63,583 | $8.95M | 0.02% | +22,935+56.4% | Added |
| Federated Hermes, Inc. | 64,721 | $9.11M | 0.02% | +55,439+597.3% | Added |
| New York State Common Retirement Fund | 64,800 | $9.12M | 0.01% | +325+0.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 64,900 | $9.14M | 0.02% | +19,658+43.5% | Added |
| State of Tennessee, Treasury Department | 65,823 | $9.27M | 0.04% | +12,349+23.1% | Added |
| California State Teachers Retirement System | 68,310 | $9.62M | 0.01% | −603−0.9% | Reduced |
| Brandywine Global Investment Management, LLC | 68,578 | $9.65M | 0.07% | −1,004−1.4% | Reduced |
| Full18 Capital LLC | 68,988 | $9.71M | 4.04% | +68,988 | New |
| Two Sigma Advisers, LP | 69,200 | $9.74M | 0.03% | 00.0% | Unchanged |
| Pier Capital, LLC | 70,429 | $9.91M | 0.99% | −30,060−29.9% | Reduced |
| Eaton Vance Management | 70,454 | $9.92M | 0.01% | +34,495+95.9% | Added |
| Venturi Wealth Management, LLC | 71,654 | $10.1M | 0.90% | −55−0.1% | Reduced |
| Citigroup Inc | 73,767 | $10.4M | 0.01% | +9,209+14.3% | Added |
| Schonfeld Strategic Advisors LLC | 74,245 | $10.5M | 0.12% | −12,295−14.2% | Reduced |
| Nordea Investment Management AB | 74,751 | $10.5M | 0.01% | +6,659+9.8% | Added |
| Artemis Investment Management LLP | 75,159 | $10.6M | 0.09% | +7,282+10.7% | Added |
| Cookson Peirce & Co Inc | 76,424 | $10.8M | 0.67% | +62,285+440.5% | Added |
| First Republic Investment Management, Inc. | 79,091 | $11.1M | 0.03% | +31,966+67.8% | Added |
| Fort Washington Investment Advisors Inc | 81,984 | $11.5M | 0.10% | −10,661−11.5% | Reduced |
| American International Group, Inc. | 82,845 | $11.7M | 0.05% | −3,811−4.4% | Reduced |
| CCM Investment Advisers LLC | 85,834 | $12.1M | 1.55% | −566−0.7% | Reduced |
| Legal & General Group Plc | 86,072 | $12.1M | 0.00% | −17,061−16.5% | Reduced |
| Westwood Holdings Group Inc. | 86,570 | $12.2M | 0.12% | +5,389+6.6% | Added |
| American Century Companies Inc | 88,985 | $12.5M | 0.01% | +19,608+28.3% | Added |
| Marshall Wace Asia Ltd | 91,067 | $12.8M | 0.27% | +91,067 | New |
| Alliancebernstein L.P. | 91,168 | $12.8M | 0.01% | −1,120−1.2% | Reduced |
| Envestnet Asset Management Inc | 92,346 | $13.0M | 0.01% | −8,375−8.3% | Reduced |
| Swiss National Bank | 92,600 | $13.0M | 0.01% | −300−0.3% | Reduced |
| Voloridge Investment Management, LLC | 94,215 | $13.3M | 0.09% | +55,595+144.0% | Added |
| Massachusetts Financial Services Co | 95,020 | $13.4M | 0.00% | −5,785−5.7% | Reduced |
| Basswood Capital Management, L.L.C. | 97,016 | $13.7M | 0.57% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 97,428 | $13.7M | 1.93% | −11,808−10.8% | Reduced |
| California Public Employees Retirement System | 97,959 | $13.8M | 0.01% | +3,773+4.0% | Added |
| UBS Group AG | 108,949 | $15.3M | 0.01% | +12,937+13.5% | Added |
| Rhumbline Advisers | 109,022 | $15.3M | 0.02% | −3,295−2.9% | Reduced |
| SEI Investments Co | 111,351 | $15.7M | 0.03% | +9,248+9.1% | Added |
| Deprince Race & Zollo Inc | 112,108 | $15.8M | 0.40% | −42,091−27.3% | Reduced |
| Allianz Asset Management GmbH | 115,011 | $16.2M | 0.01% | +1,003+0.9% | Added |
| AQR Capital Management LLC | 117,053 | $16.2M | 0.03% | −15,768−11.9% | Reduced |
| Schroder Investment Management Group | 117,907 | $16.6M | 0.02% | +80,664+216.6% | Added |
| Hillcrest Asset Management LLC | 118,664 | $16.7M | 2.26% | −22,240−15.8% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 123,872 | $17.4M | 1.31% | −2,201−1.7% | Reduced |
| Richard C. Young & CO., LTD. | 127,338 | $17.9M | 2.28% | +208+0.2% | Added |
| Peregrine Capital Management LLC | 138,709 | $19.5M | 0.35% | −8,905−6.0% | Reduced |
| Retirement Systems of Alabama | 139,228 | $19.6M | 0.07% | −1,502−1.1% | Reduced |
| Natixis | 139,500 | $19.6M | 0.09% | −150,900−52.0% | Reduced |
| Bank of Montreal | 151,603 | $20.9M | 0.01% | +5,615+3.8% | Added |
| Parametric Portfolio Associates LLC | 150,640 | $21.2M | 0.01% | +4,022+2.7% | Added |
| FIL Ltd | 152,570 | $21.5M | 0.02% | +23,368+18.1% | Added |
| State of Wisconsin Investment Board | 158,675 | $22.3M | 0.05% | −8,833−5.3% | Reduced |
| Man Group plc | 158,771 | $22.4M | 0.08% | +79,463+100.2% | Added |
| Ameriprise Financial Inc | 161,519 | $22.8M | 0.01% | −45,040−21.8% | Reduced |
| Royal Bank of Canada | 165,156 | $23.2M | 0.01% | +18,180+12.4% | Added |
| First Trust Advisors LP | 167,390 | $23.6M | 0.03% | +96,237+135.3% | Added |
| Ziegler Capital Management, LLC | 74,328 | $23.9M | 0.80% | −102,485−58.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 172,289 | $24.3M | 0.16% | +33,360+24.0% | Added |
| UBS Asset Management Americas Inc | 176,454 | $24.8M | 0.01% | −14,092−7.4% | Reduced |
| Prudential Financial Inc | 196,122 | $27.6M | 0.04% | −151,086−43.5% | Reduced |
| Royce & Associates LP | 214,016 | $30.1M | 0.21% | −89,100−29.4% | Reduced |
| Great Lakes Advisors, LLC | 219,604 | $30.9M | 0.47% | −4,742−2.1% | Reduced |
| Wedge Capital Management L L P | 219,780 | $30.9M | 0.38% | −77,920−26.2% | Reduced |
| Glenmede Trust Co NA | 220,957 | $31.1M | 0.16% | +10,031+4.8% | Added |
| Clark Capital Management Group, Inc. | 223,989 | $31.5M | 0.44% | +5,083+2.3% | Added |
| Janus Henderson Group PLC | 227,039 | $32.0M | 0.01% | −62,768−21.7% | Reduced |
| Bank of America Corp | 247,278 | $34.8M | 0.00% | −49,350−16.6% | Reduced |
| Principal Financial Group Inc | 253,904 | $35.7M | 0.02% | +73,597+40.8% | Added |
| Ariel Investments, LLC | 258,246 | $36.4M | 0.34% | −1,437−0.6% | Reduced |
| Copeland Capital Management, LLC | 271,470 | $38.2M | 1.15% | −74,361−21.5% | Reduced |
| Granite Investment Partners, LLC | 275,441 | $38.8M | 1.19% | +712+0.3% | Added |
| Bernzott Capital Advisors | 293,265 | $41.3M | 3.50% | −1,143−0.4% | Reduced |
| Nitorum Capital, L.P. | 300,900 | $42.4M | 1.93% | +300,900 | New |