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 |
|---|---|---|---|---|---|
| Aristotle Capital Boston, LLC | 323,697 | $45.6M | 1.04% | −18,033−5.3% | Reduced |
| Frontier Capital Management Co LLC | 325,240 | $45.8M | 0.34% | +286+0.1% | Added |
| TimesSquare Capital Management, LLC | 334,350 | $47.1M | 0.39% | −99,300−22.9% | Reduced |
| Wellington Management Group LLP | 350,200 | $49.3M | 0.01% | −57,390−14.1% | Reduced |
| Nuveen Asset Management, LLC | 352,021 | $49.6M | 0.01% | −154,176−30.5% | Reduced |
| Franklin Resources Inc | 353,482 | $49.8M | 0.02% | +866+0.2% | Added |
| Citadel Advisors LLC | 364,678 | $51.3M | 0.05% | +126,382+53.0% | Added |
| Millennium Management LLC | 368,470 | $51.9M | 0.07% | −159,901−30.3% | Reduced |
| Bahl & Gaynor Inc | 371,731 | $52.3M | 0.32% | +85,948+30.1% | Added |
| Ceredex Value Advisors LLC | 397,109 | $55.9M | 0.63% | −57,400−12.6% | Reduced |
| Thrivent Financial for Lutherans | 404,879 | $57.0M | 0.12% | +25,267+6.7% | Added |
| Lord, Abbett & Co. LLC | 418,221 | $58.9M | 0.14% | +418,221 | New |
| Hotchkis & Wiley Capital Management LLC | 429,737 | $60.5M | 0.18% | −127,020−22.8% | Reduced |
| Northern Trust Corp | 444,214 | $62.5M | 0.01% | −10,913−2.4% | Reduced |
| Norges Bank | 445,990 | $62.8M | 0.01% | +48,680+12.3% | Added |
| Scout Investments, Inc. | 448,896 | $63.2M | 0.94% | −454,928−50.3% | Reduced |
| Invesco Ltd. | 472,760 | $66.6M | 0.02% | +36,553+8.4% | Added |
| Boston Partners | 531,684 | $74.8M | 0.10% | −3,361−0.6% | Reduced |
| Geode Capital Management, LLC | 580,462 | $81.7M | 0.01% | +14,714+2.6% | Added |
| Bank of New York Mellon Corp | 601,648 | $84.7M | 0.02% | −18,260−2.9% | Reduced |
| Wells Fargo & Company | 628,955 | $88.5M | 0.02% | +64,122+11.4% | Added |
| Charles Schwab Investment Management Inc | 701,446 | $98.7M | 0.03% | +140,465+25.0% | Added |
| Morgan Stanley | 834,537 | $117.5M | 0.02% | +99,579+13.5% | Added |
| Dimensional Fund Advisors LP | 889,334 | $125.2M | 0.04% | −56,484−6.0% | Reduced |
| State Street Corp | 1,052,041 | $148.1M | 0.01% | +83,825+8.7% | Added |
| Goldman Sachs Group Inc | 1,157,006 | $162.9M | 0.04% | +228,663+24.6% | Added |
| JPMorgan Chase & Co | 1,995,045 | $280.8M | 0.04% | +192,718+10.7% | Added |
| BlackRock Inc. | 3,579,725 | $503.9M | 0.01% | −268,327−7.0% | Reduced |
| Vanguard Group Inc | 3,839,528 | $540.5M | 0.01% | −33,073−0.9% | Reduced |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −599,604−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −348,219−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −174,315−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −142,238−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −70,420−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −64,756−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −53,190−100.0% | Sold out |
| Monarch Partners Asset Management LLC | 0 | $0 | 0.00% | −50,853−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −18,198−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −15,335−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −12,264−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −8,491−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,486−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −7,451−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −6,923−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −6,242−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,393−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −4,512−100.0% | Sold out |
| HN Saltoro Capital, LP | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,546−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,345−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,889−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,876−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,814−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,620−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,887−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −1,813−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −1,782−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −1,722−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −1,656−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −1,594−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −1,580−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −1,542−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −1,225−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −833−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −734−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Bokf, NA | – | – | – | – | Not filed |
| CSat Investment Advisory, L.P. | – | – | – | – | Not filed |