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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 62,936 | $8.86M | 0.01% | −34,191−35.2% | Reduced |
| Comerica Bank | 67,364 | $8.78M | 0.05% | −29,093−30.2% | Reduced |
| AXA S.A. | 62,100 | $8.74M | 0.02% | −44,200−41.6% | Reduced |
| Victory Capital Management Inc | 61,998 | $8.73M | 0.01% | +51,936+516.2% | Added |
| Susquehanna Fundamental Investments, LLC | 60,943 | $8.58M | 0.16% | −7,075−10.4% | Reduced |
| Picton Mahoney Asset Management | 60,163 | $8.47M | 0.31% | +29,949+99.1% | Added |
| Balyasny Asset Management LLC | 58,199 | $8.19M | 0.04% | +58,199 | New |
| Barclays PLC | 52,851 | $7.44M | 0.01% | −2,441−4.4% | Reduced |
| Assenagon Asset Management S.A. | 51,413 | $7.24M | 0.03% | +51,413 | New |
| Philadelphia Financial Management of San Francisco, LLC | 50,979 | $7.18M | 2.14% | +10,019+24.5% | Added |
| Ensign Peak Advisors, Inc | 49,414 | $6.96M | 0.01% | +5,005+11.3% | Added |
| Gillson Capital LP | 48,825 | $6.87M | 0.64% | +1,891+4.0% | Added |
| Truist Financial Corp | 48,629 | $6.85M | 0.01% | +21,723+80.7% | Added |
| Leuthold Group, LLC | 48,498 | $6.83M | 0.84% | −935−1.9% | Reduced |
| Fisher Asset Management, LLC | 47,986 | $6.75M | 0.00% | +2,484+5.5% | Added |
| New York State Teachers Retirement System | 47,770 | $6.72M | 0.01% | +3,219+7.2% | Added |
| NewEdge Wealth, LLC | 46,192 | $6.50M | 0.50% | +5,595+13.8% | Added |
| Manufacturers Life Insurance Company, The | 44,822 | $6.31M | 0.01% | −2,285−4.9% | Reduced |
| South Dakota Investment Council | 44,420 | $6.25M | 0.11% | −80−0.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 43,200 | $6.08M | 0.01% | +43,200 | New |
| APG Asset Management N.V. | 48,560 | $5.76M | 0.01% | −51,600−51.5% | Reduced |
| Credit Suisse AG | 41,136 | $5.66M | 0.00% | −6,591−13.8% | Reduced |
| Martingale Asset Management L P | 38,284 | $5.39M | 0.06% | +23,740+163.2% | Added |
| Amalgamated Bank | 38,061 | $5.36M | 0.04% | +33,113+669.2% | Added |
| Cubist Systematic Strategies, LLC | 37,633 | $5.30M | 0.06% | −63,889−62.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 36,709 | $5.17M | 0.72% | −20,283−35.6% | Reduced |
| Mutual of America Capital Management LLC | 35,823 | $5.04M | 0.05% | −2,094−5.5% | Reduced |
| Advisors Asset Management, Inc. | 34,645 | $4.88M | 0.07% | +1,042+3.1% | Added |
| Employees Retirement System of Texas | 31,500 | $4.43M | 0.05% | 00.0% | Unchanged |
| Raymond James & Associates | 31,453 | $4.43M | 0.00% | +5,631+21.8% | Added |
| Stifel Financial Corp | 30,638 | $4.31M | 0.01% | +3,066+11.1% | Added |
| US Bancorp | 30,588 | $4.31M | 0.01% | −1,328−4.2% | Reduced |
| Texas Permanent School Fund | 30,517 | $4.30M | 0.05% | −878−2.8% | 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 |
| Segall Bryant & Hamill, LLC | 29,658 | $4.17M | 0.04% | −17,621−37.3% | Reduced |
| Guggenheim Capital LLC | 28,715 | $4.04M | 0.02% | +17,242+150.3% | Added |
| Public Employees Retirement System of Ohio | 28,533 | $4.02M | 0.01% | +2,572+9.9% | Added |
| Nomura Holdings Inc | 28,600 | $4.01M | 0.03% | −79,900−73.6% | Reduced |
| Zweig-DiMenna Associates LLC | 26,250 | $3.69M | 0.23% | +26,250 | New |
| Sarasin & Partners LLP | 25,000 | $3.52M | 0.04% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 24,647 | $3.47M | 0.01% | −78,742−76.2% | Reduced |
| Macquarie Group Ltd | 24,230 | $3.41M | 0.00% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 24,034 | $3.38M | 0.01% | −2,188−8.3% | Reduced |
| Rafferty Asset Management, LLC | 23,497 | $3.31M | 0.02% | +3,602+18.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 23,480 | $3.31M | 0.13% | +23,480 | New |
| HRT Financial LP | 23,253 | $3.27M | 0.03% | +23,253 | New |
| Usca Ria LLC | 23,151 | $3.26M | 0.20% | +269+1.2% | Added |
| TCW Group Inc | 22,964 | $3.23M | 0.03% | −756−3.2% | Reduced |
| Brinker Capital Investments, LLC | 22,187 | $3.12M | 0.04% | +16,752+308.2% | Added |
| Duality Advisers, LP | 21,888 | $3.08M | 0.27% | +21,888 | New |
| Zacks Investment Management | 21,812 | $3.07M | 0.05% | −739−3.3% | Reduced |
| Hussman Strategic Advisors, Inc. | 21,700 | $3.06M | 0.63% | +21,700 | New |
| IFP Advisors, Inc | 21,069 | $2.97M | 0.06% | +20,979+23,310.0% | Added |
| MetLife Investment Management | 20,462 | $2.88M | 0.03% | −1,245−5.7% | Reduced |
| Virginia Retirement Systems Et Al | 20,200 | $2.84M | 0.03% | +8,500+72.6% | Added |
| Verdence Capital Advisors LLC | 19,745 | $2.78M | 0.39% | +84+0.4% | Added |
| Washington Trust Co | 18,638 | $2.62M | 0.07% | −1,265−6.4% | Reduced |
| O'Shares Investment Advisers, LLC | 18,040 | $2.54M | 0.18% | +2,242+14.2% | Added |
| Dorsey Wright & Associates | 17,820 | $2.51M | 0.53% | +233+1.3% | Added |
| Alaska Permanent Fund Corp | 17,800 | $2.51M | 0.05% | −17,400−49.4% | Reduced |
| Deutsche Bank AG | 17,585 | $2.48M | 0.00% | −118,001−87.0% | Reduced |
| Vident Investment Advisory, LLC | 17,158 | $2.42M | 0.07% | −165−1.0% | Reduced |
| Great West Life Assurance Co | 17,065 | $2.40M | 0.01% | −31−0.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 16,363 | $2.30M | 0.00% | −71,520−81.4% | Reduced |
| ExodusPoint Capital Management, LP | 15,786 | $2.22M | 0.03% | +8,950+130.9% | Added |
| Monument Capital Management | 15,298 | $2.15M | 0.75% | +15,298 | New |
| Harbor Advisors LLC | 15,000 | $2.11M | 0.42% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 14,669 | $2.06M | 0.35% | +14,669 | New |
| HSBC Holdings PLC | 14,752 | $2.06M | 0.00% | −51,950−77.9% | Reduced |
| Hohimer Wealth Management, LLC | 14,203 | $2.00M | 0.41% | −9,304−39.6% | Reduced |
| Oregon Public Employees Retirement Fund | 13,977 | $1.97M | 0.02% | +406+3.0% | Added |
| Treasurer of the State of North Carolina | 13,911 | $1.96M | 0.01% | −570−3.9% | Reduced |
| Covington Capital Management | 13,825 | $1.95M | 0.08% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,642 | $1.92M | 0.02% | −377−2.7% | Reduced |
| Prana Capital Management, LP | 12,798 | $1.80M | 0.12% | +12,798 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 12,661 | $1.78M | 0.01% | +4,816+61.4% | Added |
| Donoghue Forlines LLC | 12,392 | $1.74M | 0.33% | −11,418−48.0% | 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 |
| Bridge City Capital, LLC | 12,122 | $1.71M | 0.58% | −392−3.1% | Reduced |
| Price T Rowe Associates Inc | 12,078 | $1.70M | 0.00% | −164−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 11,896 | $1.68M | 0.00% | −214−1.8% | Reduced |
| Essex Investment Management Co LLC | 11,793 | $1.66M | 0.19% | −28,276−70.6% | Reduced |
| Janney Montgomery Scott LLC | 11,693 | $1.65M | 0.01% | −8,543−42.2% | Reduced |
| Arizona State Retirement System | 11,423 | $1.61M | 0.01% | −405−3.4% | Reduced |
| Flputnam Investment Management Co | 11,399 | $1.60M | 0.06% | +1,191+11.7% | Added |
| Mastrapasqua Asset Management Inc | 11,145 | $1.57M | 0.17% | +835+8.1% | Added |
| Ameritas Investment Partners, Inc. | 11,068 | $1.56M | 0.06% | −453−3.9% | Reduced |
| Louisiana State Employees Retirement System | 10,600 | $1.49M | 0.04% | −300−2.8% | Reduced |
| NN Investment Partners Holdings N.V. | 10,465 | $1.47M | 0.01% | −1,976−15.9% | Reduced |
| James Investment Research Inc | 10,350 | $1.46M | 0.12% | −3,170−23.4% | Reduced |
| State of Michigan Retirement System | 10,314 | $1.45M | 0.01% | −5,200−33.5% | Reduced |
| Cornercap Investment Counsel Inc | 10,300 | $1.45M | 0.16% | −1,387−11.9% | Reduced |
| 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 |
| STRS Ohio | 10,225 | $1.44M | 0.01% | +1,018+11.1% | Added |
| Meeder Asset Management Inc | 10,112 | $1.42M | 0.07% | +113+1.1% | Added |
| BancorpSouth Bank | 10,049 | $1.42M | 0.21% | −301−2.9% | Reduced |
| State of Alaska, Department of Revenue | 10,019 | $1.41M | 0.01% | +674+7.2% | Added |