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, Q3 2021
Institutional positions in Evercore Inc. as of Sep 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
- 426
- +4 vs. Q2 2021
- Shares held
- 34.7M
- −928.5K (−2.6%) vs. Q2 2021
- Total value
- $4.64B
- −$384.5M (−7.7%) vs. Q2 2021
- New holders
- 48
- 138 more added
- Sold out
- 44
- 163 more reduced
7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,704,097 | $495.1M | 0.01% | −135,431−3.5% | Reduced |
| BlackRock Inc. | 3,425,380 | $457.9M | 0.01% | −154,345−4.3% | Reduced |
| JPMorgan Chase & Co | 1,584,843 | $211.8M | 0.03% | −410,202−20.6% | Reduced |
| Goldman Sachs Group Inc | 1,043,222 | $139.4M | 0.04% | −113,784−9.8% | Reduced |
| State Street Corp | 1,037,602 | $138.7M | 0.01% | −14,439−1.4% | Reduced |
| Dimensional Fund Advisors LP | 898,285 | $120.1M | 0.04% | +8,951+1.0% | Added |
| Morgan Stanley | 754,489 | $100.9M | 0.01% | −80,048−9.6% | Reduced |
| Millennium Management LLC | 722,552 | $96.6M | 0.13% | +354,082+96.1% | Added |
| Charles Schwab Investment Management Inc | 645,405 | $86.3M | 0.03% | −56,041−8.0% | Reduced |
| Bank of New York Mellon Corp | 609,772 | $81.5M | 0.02% | +8,124+1.4% | Added |
| Boston Partners | 565,530 | $76.4M | 0.10% | +33,846+6.4% | Added |
| Geode Capital Management, LLC | 571,096 | $76.3M | 0.01% | −9,366−1.6% | Reduced |
| Wells Fargo & Company | 566,817 | $75.8M | 0.02% | −62,138−9.9% | Reduced |
| Invesco Ltd. | 560,297 | $74.9M | 0.02% | +87,537+18.5% | Added |
| Lord, Abbett & Co. LLC | 494,984 | $66.2M | 0.16% | +76,763+18.4% | Added |
| Norges Bank | 485,959 | $65.0M | 0.01% | +39,969+9.0% | Added |
| Scout Investments, Inc. | 434,826 | $58.1M | 0.87% | −14,070−3.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 428,757 | $57.3M | 0.18% | −980−0.2% | Reduced |
| Northern Trust Corp | 428,683 | $57.3M | 0.01% | −15,531−3.5% | Reduced |
| Ceredex Value Advisors LLC | 410,816 | $54.9M | 0.62% | +13,707+3.5% | Added |
| Point72 Asset Management, L.P. | 404,000 | $54.0M | 0.26% | +404,000 | New |
| Bahl & Gaynor Inc | 380,551 | $50.9M | 0.31% | +8,820+2.4% | Added |
| Franklin Resources Inc | 356,139 | $47.6M | 0.02% | +2,657+0.8% | Added |
| Nuveen Asset Management, LLC | 336,401 | $45.0M | 0.01% | −15,620−4.4% | Reduced |
| Frontier Capital Management Co LLC | 316,713 | $42.3M | 0.33% | −8,527−2.6% | Reduced |
| TimesSquare Capital Management, LLC | 304,775 | $40.7M | 0.36% | −29,575−8.8% | Reduced |
| Nitorum Capital, L.P. | 300,900 | $40.2M | 1.91% | 00.0% | Unchanged |
| Bernzott Capital Advisors | 284,214 | $38.0M | 3.42% | −9,051−3.1% | Reduced |
| Copeland Capital Management, LLC | 277,084 | $37.0M | 1.05% | +5,614+2.1% | Added |
| Principal Financial Group Inc | 267,721 | $35.8M | 0.02% | +13,817+5.4% | Added |
| Granite Investment Partners, LLC | 266,510 | $35.6M | 1.11% | −8,931−3.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 261,112 | $34.9M | 0.23% | +88,823+51.6% | Added |
| Bank of America Corp | 260,528 | $34.8M | 0.00% | +13,250+5.4% | Added |
| STRS Ohio | 242,487 | $32.4M | 0.12% | +232,262+2,271.5% | Added |
| Ariel Investments, LLC | 239,398 | $32.0M | 0.29% | −18,848−7.3% | Reduced |
| Man Group plc | 229,582 | $30.7M | 0.11% | +70,811+44.6% | Added |
| Clark Capital Management Group, Inc. | 228,551 | $30.6M | 0.42% | +4,562+2.0% | Added |
| Aristotle Capital Boston, LLC | 226,742 | $30.3M | 0.71% | −96,955−30.0% | Reduced |
| Great Lakes Advisors, LLC | 212,663 | $28.4M | 0.44% | −6,941−3.2% | Reduced |
| Prudential Financial Inc | 205,928 | $27.5M | 0.04% | +9,806+5.0% | Added |
| Wellington Management Group LLP | 199,687 | $26.7M | 0.00% | −150,513−43.0% | Reduced |
| Marshall Wace Asia Ltd | 193,627 | $25.9M | 0.61% | +102,560+112.6% | Added |
| Wedge Capital Management L L P | 191,347 | $25.6M | 0.33% | −28,433−12.9% | Reduced |
| Royal Bank of Canada | 185,040 | $24.7M | 0.01% | +19,884+12.0% | Added |
| AQR Capital Management LLC | 183,850 | $24.6M | 0.05% | +66,797+57.1% | Added |
| Glenmede Trust Co NA | 177,925 | $23.8M | 0.12% | −43,032−19.5% | Reduced |
| UBS Asset Management Americas Inc | 168,268 | $22.5M | 0.01% | −8,186−4.6% | Reduced |
| State of Wisconsin Investment Board | 158,751 | $21.2M | 0.04% | +760.0% | Added |
| Royce & Associates LP | 148,814 | $19.9M | 0.15% | −65,202−30.5% | Reduced |
| Parametric Portfolio Associates LLC | 148,665 | $19.9M | 0.01% | −1,975−1.3% | Reduced |
| FIL Ltd | 144,058 | $19.3M | 0.02% | −8,512−5.6% | Reduced |
| Allianz Asset Management GmbH | 143,601 | $19.2M | 0.02% | +28,590+24.9% | Added |
| Bank of Montreal | 137,892 | $18.9M | 0.01% | −13,711−9.0% | Reduced |
| Ziegler Capital Management, LLC | 139,598 | $18.7M | 0.68% | +65,270+87.8% | Added |
| Retirement Systems of Alabama | 137,229 | $18.3M | 0.07% | −1,999−1.4% | Reduced |
| First Trust Advisors LP | 134,461 | $18.0M | 0.02% | −32,929−19.7% | Reduced |
| Boston Trust Walden Corp | 130,317 | $17.4M | 0.15% | +130,317 | New |
| Alps Advisors Inc | 127,626 | $17.1M | 0.16% | +125,215+5,193.5% | Added |
| Richard C. Young & CO., LTD. | 125,510 | $16.8M | 2.30% | −1,828−1.4% | Reduced |
| Ameriprise Financial Inc | 118,213 | $15.8M | 0.01% | −43,306−26.8% | Reduced |
| Barclays PLC | 117,724 | $15.7M | 0.01% | +64,873+122.7% | Added |
| Peregrine Capital Management LLC | 115,829 | $15.5M | 0.32% | −22,880−16.5% | Reduced |
| Hillcrest Asset Management LLC | 113,974 | $15.2M | 2.18% | −4,690−4.0% | Reduced |
| Moody Aldrich Partners LLC | 112,199 | $15.0M | 1.90% | +14,771+15.2% | Added |
| UBS Group AG | 112,142 | $15.0M | 0.01% | +3,193+2.9% | Added |
| Thrivent Financial for Lutherans | 109,877 | $14.7M | 0.03% | −295,002−72.9% | Reduced |
| Schroder Investment Management Group | 102,967 | $13.8M | 0.02% | −14,940−12.7% | Reduced |
| Rhumbline Advisers | 102,495 | $13.7M | 0.02% | −6,527−6.0% | Reduced |
| Voloridge Investment Management, LLC | 98,829 | $13.2M | 0.09% | +4,614+4.9% | Added |
| Basswood Capital Management, L.L.C. | 97,016 | $13.0M | 0.53% | 00.0% | Unchanged |
| California Public Employees Retirement System | 96,245 | $12.9M | 0.01% | −1,714−1.7% | Reduced |
| Envestnet Asset Management Inc | 92,717 | $12.4M | 0.01% | +371+0.4% | Added |
| American Century Companies Inc | 90,838 | $12.1M | 0.01% | +1,853+2.1% | Added |
| Swiss National Bank | 90,400 | $12.1M | 0.01% | −2,200−2.4% | Reduced |
| Massachusetts Financial Services Co | 89,243 | $11.9M | 0.00% | −5,777−6.1% | Reduced |
| Legal & General Group Plc | 87,621 | $11.7M | 0.00% | +1,549+1.8% | Added |
| Alliancebernstein L.P. | 87,382 | $11.7M | 0.00% | −3,786−4.2% | Reduced |
| CCM Investment Advisers LLC | 84,955 | $11.4M | 1.48% | −879−1.0% | Reduced |
| Fort Washington Investment Advisors Inc | 83,252 | $11.1M | 0.07% | +1,268+1.5% | Added |
| AXA S.A. | 80,900 | $10.8M | 0.03% | +18,800+30.3% | Added |
| First Republic Investment Management, Inc. | 80,837 | $10.8M | 0.03% | +1,746+2.2% | Added |
| SEI Investments Co | 76,750 | $10.2M | 0.02% | −34,601−31.1% | Reduced |
| Nordea Investment Management AB | 73,929 | $10.1M | 0.01% | −822−1.1% | Reduced |
| Westwood Holdings Group Inc. | 75,625 | $10.1M | 0.11% | −10,945−12.6% | Reduced |
| Comerica Bank | 62,410 | $9.99M | 0.06% | −4,954−7.4% | Reduced |
| Artemis Investment Management LLP | 71,630 | $9.57M | 0.08% | −3,529−4.7% | Reduced |
| D. E. Shaw & Co., Inc. | 70,723 | $9.45M | 0.01% | +62,614+772.2% | Added |
| Eaton Vance Management | 70,454 | $9.38M | 0.01% | 00.0% | Unchanged |
| Pier Capital, LLC | 69,714 | $9.32M | 0.97% | −715−1.0% | Reduced |
| American International Group, Inc. | 68,287 | $9.13M | 0.05% | −14,558−17.6% | Reduced |
| Venturi Wealth Management, LLC | 67,860 | $9.07M | 0.76% | −3,794−5.3% | Reduced |
| Nomura Holdings Inc | 65,800 | $9.07M | 0.07% | +37,200+130.1% | Added |
| California State Teachers Retirement System | 67,127 | $8.97M | 0.01% | −1,183−1.7% | Reduced |
| Alyeska Investment Group, L.P. | 65,518 | $8.76M | 0.11% | +65,518 | New |
| Federated Hermes, Inc. | 64,057 | $8.56M | 0.02% | −664−1.0% | Reduced |
| New York State Common Retirement Fund | 63,289 | $8.46M | 0.01% | −1,511−2.3% | Reduced |
| Brandywine Global Investment Management, LLC | 63,136 | $8.44M | 0.06% | −5,442−7.9% | Reduced |
| State Board of Administration of Florida Retirement System | 61,185 | $8.18M | 0.02% | −2,398−3.8% | Reduced |
| State of Tennessee, Treasury Department | 60,074 | $8.03M | 0.03% | −5,749−8.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 59,558 | $7.96M | 0.05% | +59,558 | New |