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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 9,904 | $1.39M | 0.00% | +620+6.7% | Added |
| DekaBank Deutsche Girozentrale | 10,100 | $1.38M | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 9,441 | $1.33M | 0.00% | −17−0.2% | Reduced |
| Keybank National Association | 9,350 | $1.32M | 0.01% | −12,848−57.9% | Reduced |
| Gotham Asset Management, LLC | 9,345 | $1.31M | 0.06% | +4,028+75.8% | Added |
| Advisor Resource Council | 8,800 | $1.24M | 0.13% | +8,800 | New |
| New Mexico Educational Retirement Board | 8,700 | $1.23M | 0.04% | +1,600+22.5% | Added |
| Capital Impact Advisors, LLC | 8,667 | $1.22M | 0.39% | −14,333−62.3% | Reduced |
| Toroso Investments, LLC | 8,627 | $1.21M | 0.05% | +8,627 | New |
| Kingsview Wealth Management, LLC | 8,123 | $1.15M | 0.06% | +8,123 | New |
| Handelsbanken Fonder AB | 8,137 | $1.15M | 0.01% | +2,200+37.1% | Added |
| D. E. Shaw & Co., Inc. | 8,109 | $1.14M | 0.00% | −6,407−44.1% | Reduced |
| SG Americas Securities, LLC | 8,077 | $1.14M | 0.01% | +785+10.8% | Added |
| Trexquant Investment LP | 7,840 | $1.10M | 0.09% | +6,214+382.2% | Added |
| Cim, LLC | 8,263 | $1.09M | 0.18% | +8,263 | New |
| Metropolitan Life Insurance Co | 7,718 | $1.09M | 0.02% | −178−2.3% | Reduced |
| Northwest & Ethical Investments L.P. | 7,712 | $1.09M | 0.04% | −7,408−49.0% | Reduced |
| Campbell Newman Asset Management Inc | 7,705 | $1.08M | 0.11% | +386+5.3% | Added |
| Marshall Wace, LLP | 7,684 | $1.08M | 0.01% | +7,684 | New |
| Hennion & Walsh Asset Management, Inc. | 7,600 | $1.07M | 0.06% | +2,060+37.2% | Added |
| Marshall Wace North America L.P. | 7,376 | $1.04M | 0.00% | +7,376 | New |
| Prescott Group Capital Management, L.L.C. | 7,282 | $1.02M | 0.29% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 7,187 | $1.01M | 0.01% | −933−11.5% | Reduced |
| Globeflex Capital L P | 7,085 | $997.0K | 0.18% | +1,255+21.5% | Added |
| Shell Asset Management Co | 7,069 | $995.0K | 0.02% | +380+5.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,820 | $960.0K | 0.02% | −190−2.7% | Reduced |
| Qube Research & Technologies Ltd | 6,803 | $958.0K | 0.01% | −57,349−89.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 7,046 | $948.0K | 0.00% | −395−5.3% | Reduced |
| Asset Management One Co.,Ltd. | 6,548 | $921.0K | 0.00% | +6,548 | New |
| Teachers Retirement System of the State of Kentucky | 6,300 | $887.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,219 | $875.0K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 6,133 | $864.0K | 0.04% | +6,133 | New |
| Advisors Capital Management, LLC | 5,901 | $831.0K | 0.03% | +1,099+22.9% | Added |
| Winton Group Ltd | 5,807 | $817.0K | 0.04% | −3,542−37.9% | Reduced |
| Deltec Asset Management LLC | 5,760 | $811.0K | 0.11% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 5,601 | $788.0K | 0.01% | +5,501+5,501.0% | Added |
| Assetmark, Inc | 5,530 | $778.0K | 0.00% | +5,507+23,943.5% | Added |
| Valley National Advisers Inc | 5,357 | $754.0K | 0.14% | 00.0% | Unchanged |
| Montecito Bank & Trust | 5,350 | $753.0K | 0.14% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 5,334 | $751.0K | 0.00% | +795+17.5% | Added |
| Quantbot Technologies LP | 5,253 | $739.0K | 0.06% | +5,253 | New |
| Sit Investment Associates Inc | 5,200 | $732.0K | 0.02% | 00.0% | Unchanged |
| HGK Asset Management Inc | 5,177 | $729.0K | 0.23% | −728−12.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,153 | $725.0K | 0.32% | −589−10.3% | Reduced |
| Susquehanna International Group, LLP | 5,095 | $717.0K | 0.00% | −30,298−85.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 5,038 | $709.0K | 0.00% | −7,030−58.3% | Reduced |
| Advisory Services Network, LLC | 5,025 | $708.0K | 0.02% | −483−8.8% | Reduced |
| Jefferies Group LLC | 5,016 | $706.1K | 0.01% | +5,016 | New |
| Maltese Capital Management LLC | 5,000 | $704.0K | 0.11% | +5,000 | New |
| Snowden Capital Advisors LLC | 4,906 | $690.6K | 0.03% | −928−15.9% | Reduced |
| Somerset Trust Co | 4,904 | $690.0K | 0.28% | −25−0.5% | Reduced |
| Bayesian Capital Management, LP | 4,841 | $681.0K | 0.18% | +4,841 | New |
| Xponance, Inc. | 4,787 | $674.0K | 0.01% | +354+8.0% | Added |
| Captrust Financial Advisors | 4,561 | $642.0K | 0.01% | −279−5.8% | Reduced |
| Quantitative Systematic Strategies LLC | 4,553 | $641.0K | 0.22% | +345+8.2% | Added |
| Robeco Institutional Asset Management B.V. | 4,553 | $641.0K | 0.00% | +4,553 | New |
| PDT Partners, LLC | 4,528 | $637.0K | 0.04% | −2,272−33.4% | Reduced |
| Pacer Advisors, Inc. | 4,434 | $624.0K | 0.01% | −51−1.1% | Reduced |
| Nisa Investment Advisors, LLC | 4,305 | $606.0K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,267 | $601.0K | 0.08% | −26−0.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,267 | $601.0K | 0.00% | 00.0% | Unchanged |
| Compton Capital Management Inc | 4,200 | $591.0K | 0.17% | −50−1.2% | Reduced |
| LPL Financial LLC | 4,186 | $589.0K | 0.00% | +784+23.0% | Added |
| Flagship Harbor Advisors, LLC | 4,144 | $583.0K | 0.06% | −145−3.4% | Reduced |
| Caxton Associates LP | 4,119 | $580.0K | 0.08% | 00.0% | Unchanged |
| Walleye Trading LLC | 4,075 | $574.0K | 0.02% | +1,838+82.2% | Added |
| Los Angeles Capital Management LLC | 3,952 | $556.0K | 0.00% | −8,240−67.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,820 | $538.0K | 0.00% | +3,820 | New |
| Krane Funds Advisors LLC | 3,811 | $536.0K | 0.02% | +259+7.3% | Added |
| BCJ Capital Management, LLC | 3,784 | $533.0K | 0.06% | −356−8.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,779 | $532.0K | 0.00% | −255−6.3% | Reduced |
| Securian Asset Management, Inc | 3,763 | $530.0K | 0.01% | −203−5.1% | Reduced |
| Crossmark Global Holdings, Inc. | 3,720 | $524.0K | 0.01% | −40−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,717 | $523.0K | 0.01% | −1,339−26.5% | Reduced |
| Neuberger Berman Group LLC | 3,686 | $519.0K | 0.00% | −540−12.8% | Reduced |
| Buckhead Capital Management LLC | 3,620 | $510.0K | 0.11% | +160+4.6% | Added |
| MML Investors Services, LLC | 3,580 | $504.0K | 0.00% | +565+18.7% | Added |
| TD Ameritrade Investment Management, LLC | 3,479 | $490.0K | 0.00% | −1,055−23.3% | Reduced |
| Polar Asset Management Partners Inc. | 3,425 | $482.0K | 0.01% | +3,425 | New |
| Navellier & Associates Inc | 3,410 | $480.0K | 0.07% | +788+30.1% | Added |
| Lingohr & Partner Asset Management GmbH | 3,400 | $479.0K | 1.21% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 3,401 | $478.0K | 0.00% | +3,401 | New |
| Sterling Manor Financial, LLC | 3,378 | $476.0K | 0.38% | −299−8.1% | Reduced |
| Regions Financial Corp | 3,368 | $475.0K | 0.00% | −480−12.5% | Reduced |
| Prudential PLC | 3,345 | $471.0K | 0.00% | −80,353−96.0% | Reduced |
| Kendall Capital Management | 3,306 | $465.0K | 0.26% | +3,306 | New |
| Engineers Gate Manager LP | 3,191 | $449.0K | 0.03% | −4,447−58.2% | Reduced |
| DuPont Capital Management Corp | 3,159 | $445.0K | 0.01% | +3,043+2,623.3% | Added |
| O'Shaughnessy Asset Management, LLC | 3,127 | $440.0K | 0.01% | +732+30.6% | Added |
| Wolverine Trading, LLC | 3,189 | $439.0K | 0.01% | −48−1.5% | Reduced |
| ProShare Advisors LLC | 3,098 | $436.0K | 0.00% | −140−4.3% | Reduced |
| Boenning & Scattergood, Inc. | 3,100 | $436.0K | 0.08% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3,086 | $434.0K | 0.00% | −82−2.6% | Reduced |
| IndexIQ Advisors LLC | 3,071 | $432.0K | 0.01% | +15+0.5% | Added |
| Maryland State Retirement & Pension System | 3,021 | $428.0K | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,000 | $422.0K | 0.03% | 00.0% | Unchanged |
| Pictet Asset Management Ltd | 2,976 | $419.0K | 0.00% | −224−7.0% | Reduced |
| Squarepoint Ops LLC | 2,906 | $409.0K | 0.00% | +2,906 | New |
| Radnor Capital Management, LLC | 2,875 | $405.0K | 0.14% | −1,685−37.0% | Reduced |
| Pendal Group Limited | 2,859 | $402.0K | 0.00% | 00.0% | Unchanged |