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 |
|---|---|---|---|---|---|
| World Asset Management Inc | 1,869 | $250.0K | 0.02% | −153−7.6% | Reduced |
| Ritholtz Wealth Management | 1,900 | $254.0K | 0.02% | +1,900 | New |
| Mount Yale Investment Advisors, LLC | 1,907 | $255.0K | 0.03% | −13−0.7% | Reduced |
| Assetmark, Inc | 1,922 | $257.0K | 0.00% | −3,608−65.2% | Reduced |
| Origin Asset Management LLP | 1,939 | $259.0K | 0.06% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 1,947 | $260.0K | 0.01% | −97−4.7% | Reduced |
| Kestra Private Wealth Services, LLC | 1,985 | $265.0K | 0.01% | −209−9.5% | Reduced |
| Utah Retirement Systems | 2,000 | $267.0K | 0.00% | −100−4.8% | Reduced |
| D.A. Davidson & Co. | 2,006 | $268.0K | 0.00% | +29+1.5% | Added |
| Old National Bancorp | 2,016 | $270.0K | 0.01% | −206−9.3% | Reduced |
| NEXT Financial Group, Inc | 2,022 | $270.0K | 0.02% | +1,951+2,747.9% | Added |
| Quantitative Investment Management, LLC | 2,105 | $281.0K | 0.03% | +2,105 | New |
| Rice Hall James & Associates, LLC | 2,123 | $284.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,123 | $284.0K | 0.03% | +126+6.3% | Added |
| Sciencast Management LP | 1,937 | $286.0K | 0.08% | +1,937 | New |
| Wambolt & Associates, LLC | 2,116 | $292.0K | 0.12% | +488+30.0% | Added |
| Mackenzie Financial Corp | 2,240 | $299.0K | 0.00% | −51−2.2% | Reduced |
| Ci Investments Inc. | 2,268 | $303.0K | 0.00% | +42+1.9% | Added |
| Pendal Group Limited | 2,316 | $310.0K | 0.00% | −543−19.0% | Reduced |
| Shelton Capital Management | 2,355 | $315.0K | 0.01% | 00.0% | Unchanged |
| Caxton Associates LP | 2,394 | $320.0K | 0.05% | −1,725−41.9% | Reduced |
| Commonwealth Equity Services, LLC | 2,472 | $330.0K | 0.00% | +132+5.6% | Added |
| M&T Bank Corp | 2,500 | $334.0K | 0.00% | +522+26.4% | Added |
| Pathstone Family Office, LLC | 2,556 | $341.0K | 0.01% | +2,556 | New |
| Symmetry Partners, LLC | 2,467 | $353.0K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,688 | $359.3K | 0.02% | −2,218−45.2% | Reduced |
| Park Avenue Securities LLC | 2,701 | $361.0K | 0.01% | +322+13.5% | Added |
| TD Ameritrade Investment Management, LLC | 5,581 | $365.0K | 0.00% | +2,102+60.4% | Added |
| Canada Pension Plan Investment Board | 2,730 | $365.0K | 0.00% | +1,045+62.0% | Added |
| ProShare Advisors LLC | 2,746 | $367.0K | 0.00% | −352−11.4% | Reduced |
| Personal Cfo Solutions, LLC | 2,764 | $369.0K | 0.08% | +438+18.8% | Added |
| Tower Research Capital LLC (TRC) | 2,823 | $378.0K | 0.01% | −894−24.1% | Reduced |
| Radnor Capital Management, LLC | 2,900 | $388.0K | 0.23% | +25+0.9% | Added |
| Cornerstone Investment Partners, LLC | 2,912 | $389.0K | 0.02% | +2,912 | New |
| Pictet Asset Management SA | 2,976 | $398.0K | 0.00% | +2,976 | New |
| Joel Isaacson & Co., LLC | 3,000 | $401.0K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3,043 | $407.0K | 0.00% | −43−1.4% | Reduced |
| Krane Funds Advisors LLC | 3,058 | $409.0K | 0.01% | −753−19.8% | Reduced |
| Maryland State Retirement & Pension System | 3,021 | $413.0K | 0.01% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 3,100 | $414.0K | 0.07% | 00.0% | Unchanged |
| Regions Financial Corp | 3,187 | $426.0K | 0.00% | −181−5.4% | Reduced |
| Cresset Asset Management, LLC | 3,243 | $434.0K | 0.01% | +698+27.4% | Added |
| Sterling Manor Financial, LLC | 3,379 | $452.0K | 0.38% | +10.0% | Added |
| Lingohr & Partner Asset Management GmbH | 3,400 | $454.0K | 1.21% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 3,412 | $456.0K | 0.00% | −1,683−33.0% | Reduced |
| IndexIQ Advisors LLC | 3,413 | $456.0K | 0.02% | +342+11.1% | Added |
| Panagora Asset Management Inc | 3,486 | $466.0K | 0.00% | +2,438+232.6% | Added |
| Crossmark Global Holdings, Inc. | 3,490 | $467.0K | 0.01% | −230−6.2% | Reduced |
| Paloma Partners Management Co | 3,533 | $472.0K | 0.02% | +1,928+120.1% | Added |
| Securian Asset Management, Inc | 3,556 | $475.0K | 0.01% | −207−5.5% | Reduced |
| Buckhead Capital Management LLC | 3,630 | $485.0K | 0.11% | +10+0.3% | Added |
| We Are One Seven, LLC | 3,220 | $489.0K | 0.06% | −1,047−24.5% | Reduced |
| Polar Asset Management Partners Inc. | 3,792 | $507.0K | 0.01% | +367+10.7% | Added |
| Perigon Wealth Management, LLC | 3,874 | $518.0K | 0.05% | +3,874 | New |
| Navellier & Associates Inc | 3,886 | $519.0K | 0.08% | +476+14.0% | Added |
| Los Angeles Capital Management LLC | 3,952 | $528.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,050 | $542.0K | 0.01% | +923+29.5% | Added |
| BCJ Capital Management, LLC | 4,143 | $554.0K | 0.06% | +359+9.5% | Added |
| Compton Capital Management Inc | 4,200 | $561.0K | 0.16% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,267 | $570.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 4,295 | $574.0K | 0.00% | +715+20.0% | Added |
| Flagship Harbor Advisors, LLC | 4,144 | $583.0K | 0.06% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 4,380 | $585.0K | 0.05% | +4,300+5,375.0% | Added |
| Xponance, Inc. | 4,442 | $594.0K | 0.01% | −345−7.2% | Reduced |
| PDT Partners, LLC | 4,528 | $605.0K | 0.04% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 4,595 | $614.0K | 0.02% | +1,436+45.5% | Added |
| Captrust Financial Advisors | 4,833 | $646.0K | 0.01% | +272+6.0% | Added |
| Ergoteles LLC | 4,950 | $662.0K | 0.02% | +4,950 | New |
| Jefferies Group LLC | 5,000 | $668.4K | 0.02% | −16−0.3% | Reduced |
| ExodusPoint Capital Management, LP | 5,016 | $670.0K | 0.01% | −10,770−68.2% | Reduced |
| LPL Financial LLC | 5,170 | $691.0K | 0.00% | +984+23.5% | Added |
| HGK Asset Management Inc | 5,177 | $692.0K | 0.23% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 5,190 | $694.0K | 0.03% | +5,190 | New |
| Sit Investment Associates Inc | 5,200 | $695.0K | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,320 | $711.0K | 0.00% | +1,500+39.3% | Added |
| Montecito Bank & Trust | 5,350 | $715.0K | 0.14% | 00.0% | Unchanged |
| Kendall Capital Management | 5,370 | $718.0K | 0.39% | +2,064+62.4% | Added |
| Neuberger Berman Group LLC | 5,429 | $726.0K | 0.00% | +1,743+47.3% | Added |
| Valley National Advisers Inc | 5,454 | $729.0K | 0.13% | +97+1.8% | Added |
| Advisor Resource Council | 5,611 | $750.0K | 0.23% | −3,189−36.2% | Reduced |
| Pearl River Capital, LLC | 5,749 | $768.0K | 0.21% | +3,242+129.3% | Added |
| Deltec Asset Management LLC | 5,760 | $770.0K | 0.12% | 00.0% | Unchanged |
| Marshall Wace North America L.P. | 5,870 | $785.0K | 0.00% | −1,506−20.4% | Reduced |
| Janus Henderson Group PLC | 5,964 | $797.0K | 0.00% | −221,075−97.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,983 | $800.0K | 0.37% | +830+16.1% | Added |
| First Hawaiian Bank | 6,062 | $811.0K | 0.03% | −71−1.2% | Reduced |
| Public Employees Retirement Association of Colorado | 6,219 | $831.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 6,300 | $842.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6,344 | $848.0K | 0.01% | +1,910+43.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,551 | $876.0K | 0.02% | −269−3.9% | Reduced |
| Teacher Retirement System of Texas | 6,639 | $887.0K | 0.00% | +1,305+24.5% | Added |
| Shell Asset Management Co | 6,779 | $906.0K | 0.02% | −290−4.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 7,046 | $942.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 7,084 | $947.0K | 0.00% | −600−7.8% | Reduced |
| Globeflex Capital L P | 7,085 | $947.0K | 0.21% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 7,113 | $951.0K | 0.00% | +2,075+41.2% | Added |
| Metropolitan Life Insurance Co | 7,222 | $965.4K | 0.01% | −496−6.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 7,282 | $973.0K | 0.27% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 7,379 | $986.0K | 0.03% | +1,478+25.0% | Added |
| Jane Street Group, LLC | 7,520 | $1.00M | 0.00% | +7,520 | New |