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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 7,826 | $1.05M | 0.01% | +639+8.9% | Added |
| Gotham Asset Management, LLC | 7,902 | $1.06M | 0.04% | −1,443−15.4% | Reduced |
| Atria Investments LLC | 7,930 | $1.06M | 0.02% | +7,930 | New |
| Redwood Investment Management, LLC | 8,088 | $1.08M | 0.15% | +8,088 | New |
| Campbell Newman Asset Management Inc | 8,128 | $1.09M | 0.11% | +423+5.5% | Added |
| Handelsbanken Fonder AB | 8,137 | $1.09M | 0.01% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 8,164 | $1.09M | 0.04% | +452+5.9% | Added |
| Pinebridge Investments, L.P. | 8,294 | $1.11M | 0.01% | +2,693+48.1% | Added |
| Capital Impact Advisors, LLC | 8,667 | $1.16M | 0.46% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 8,700 | $1.16M | 0.04% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 9,011 | $1.21M | 0.06% | +1,411+18.6% | Added |
| Keybank National Association | 9,185 | $1.23M | 0.01% | −165−1.8% | Reduced |
| Winton Group Ltd | 9,341 | $1.25M | 0.07% | +3,534+60.9% | Added |
| NN Investment Partners Holdings N.V. | 9,365 | $1.25M | 0.01% | −1,100−10.5% | Reduced |
| Bridge City Capital, LLC | 9,568 | $1.28M | 0.58% | −2,554−21.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 9,613 | $1.28M | 0.01% | +5,834+154.4% | Added |
| Cim, LLC | 8,548 | $1.29M | 0.20% | +285+3.4% | Added |
| CIBC World Markets Inc. | 9,682 | $1.29M | 0.00% | +241+2.6% | Added |
| State of Alaska, Department of Revenue | 9,778 | $1.31M | 0.01% | −241−2.4% | Reduced |
| State of Michigan Retirement System | 9,914 | $1.32M | 0.01% | −400−3.9% | Reduced |
| O'Shares Investment Advisers, LLC | 9,937 | $1.33M | 0.10% | −8,103−44.9% | Reduced |
| CWM Advisors, LLC | 9,996 | $1.34M | 0.17% | −2,232−18.3% | Reduced |
| BancorpSouth Bank | 10,045 | $1.34M | 0.19% | −40.0% | Reduced |
| Louisiana State Employees Retirement System | 10,100 | $1.35M | 0.03% | −500−4.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,296 | $1.38M | 0.00% | +392+4.0% | Added |
| James Investment Research Inc | 10,350 | $1.38M | 0.13% | 00.0% | Unchanged |
| Fifth Third Bancorp | 10,344 | $1.38M | 0.01% | +56+0.5% | Added |
| Picton Mahoney Asset Management | 10,410 | $1.39M | 0.05% | −49,753−82.7% | Reduced |
| Toroso Investments, LLC | 10,452 | $1.40M | 0.05% | +1,825+21.2% | Added |
| Cornercap Investment Counsel Inc | 10,459 | $1.40M | 0.16% | +159+1.5% | Added |
| Ameritas Investment Partners, Inc. | 10,505 | $1.40M | 0.05% | −563−5.1% | Reduced |
| DekaBank Deutsche Girozentrale | 10,540 | $1.43M | 0.00% | +440+4.4% | Added |
| Rocky Mountain Advisers, LLC | 10,950 | $1.46M | 1.78% | +10,950 | New |
| Dynamic Technology Lab Private Ltd | 11,080 | $1.48M | 0.18% | +11,080 | New |
| Arizona State Retirement System | 11,154 | $1.49M | 0.01% | −269−2.4% | Reduced |
| Blueshift Asset Management, LLC | 11,161 | $1.49M | 0.08% | +11,161 | New |
| Meeder Asset Management Inc | 11,605 | $1.55M | 0.08% | +1,493+14.8% | Added |
| Advisor Group Holdings, Inc. | 11,657 | $1.56M | 0.00% | −239−2.0% | Reduced |
| Janney Montgomery Scott LLC | 11,772 | $1.57M | 0.01% | +79+0.7% | Added |
| Essex Investment Management Co LLC | 11,793 | $1.58M | 0.19% | 00.0% | Unchanged |
| HSBC Holdings PLC | 11,774 | $1.58M | 0.00% | −2,978−20.2% | Reduced |
| Washington Trust Co | 11,898 | $1.59M | 0.04% | −6,740−36.2% | Reduced |
| Price T Rowe Associates Inc | 12,084 | $1.61M | 0.00% | +60.0% | Added |
| Aviva PLC | 12,300 | $1.64M | 0.01% | +12,300 | New |
| AlphaCrest Capital Management LLC | 12,318 | $1.65M | 0.09% | +9,630+358.3% | Added |
| Empowered Funds, LLC | 12,607 | $1.69M | 0.22% | +383+3.1% | Added |
| Flputnam Investment Management Co | 12,783 | $1.71M | 0.06% | +1,384+12.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,102 | $1.75M | 0.02% | −540−4.0% | Reduced |
| Oregon Public Employees Retirement Fund | 13,795 | $1.84M | 0.02% | −182−1.3% | Reduced |
| Covington Capital Management | 13,825 | $1.85M | 0.07% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 13,940 | $1.86M | 0.01% | +29+0.2% | Added |
| Hohimer Wealth Management, LLC | 13,987 | $1.87M | 0.39% | −216−1.5% | Reduced |
| Harbor Advisors LLC | 15,000 | $2.00M | 0.40% | 00.0% | Unchanged |
| TCW Group Inc | 15,027 | $2.01M | 0.02% | −7,937−34.6% | Reduced |
| Monument Capital Management | 15,097 | $2.02M | 0.69% | −201−1.3% | Reduced |
| Deutsche Bank AG | 15,302 | $2.04M | 0.00% | −2,283−13.0% | Reduced |
| Vident Investment Advisory, LLC | 15,334 | $2.05M | 0.06% | −1,824−10.6% | Reduced |
| Nations Financial Group Inc, | 15,437 | $2.06M | 0.31% | +768+5.2% | Added |
| Prana Capital Management, LP | 15,744 | $2.10M | 0.19% | +2,946+23.0% | Added |
| Castellan Group, LLC | 16,150 | $2.16M | 1.11% | +16,150 | New |
| Adage Capital Partners GP, L.L.C. | 16,363 | $2.19M | 0.00% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 17,400 | $2.33M | 0.18% | −106,472−86.0% | Reduced |
| Alaska Permanent Fund Corp | 17,800 | $2.38M | 0.05% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 18,592 | $2.48M | 0.02% | −4,905−20.9% | Reduced |
| Mastrapasqua Asset Management Inc | 18,635 | $2.49M | 0.27% | +7,490+67.2% | Added |
| Cinctive Capital Management LP | 18,636 | $2.49M | 0.14% | +18,636 | New |
| Verition Fund Management LLC | 18,708 | $2.50M | 0.04% | +18,708 | New |
| APG Asset Management N.V. | 21,760 | $2.51M | 0.00% | −26,800−55.2% | Reduced |
| MetLife Investment Management | 19,052 | $2.55M | 0.02% | −1,410−6.9% | Reduced |
| Verdence Capital Advisors LLC | 19,956 | $2.67M | 0.35% | +211+1.1% | Added |
| Great West Life Assurance Co | 19,875 | $2.68M | 0.01% | +2,810+16.5% | Added |
| Tudor Investment Corp Et Al | 20,218 | $2.70M | 0.06% | +20,218 | New |
| WBI Investments | 20,539 | $2.71M | 0.45% | +20,539 | New |
| Citadel Advisors LLC | 20,628 | $2.76M | 0.00% | −344,050−94.3% | Reduced |
| IFP Advisors, Inc | 20,795 | $2.77M | 0.06% | −274−1.3% | Reduced |
| Donoghue Forlines LLC | 21,635 | $2.89M | 0.56% | +9,243+74.6% | Added |
| Virginia Retirement Systems Et Al | 21,900 | $2.93M | 0.03% | +1,700+8.4% | Added |
| Bokf, NA | 21,931 | $2.93M | 0.05% | +21,931 | New |
| Zacks Investment Management | 22,049 | $2.95M | 0.05% | +237+1.1% | Added |
| State of New Jersey Common Pension Fund D | 22,111 | $2.96M | 0.01% | −1,923−8.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 22,392 | $2.99M | 0.05% | −38,551−63.3% | Reduced |
| Squarepoint Ops LLC | 22,914 | $3.06M | 0.02% | +20,008+688.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 23,339 | $3.12M | 0.14% | +23,339 | New |
| Brinker Capital Investments, LLC | 22,187 | $3.12M | 0.05% | 00.0% | Unchanged |
| Macquarie Group Ltd | 24,230 | $3.24M | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 24,431 | $3.27M | 0.01% | −40,469−62.4% | Reduced |
| Sarasin & Partners LLP | 25,000 | $3.34M | 0.03% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 26,349 | $3.52M | 0.04% | −11,284−30.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 27,900 | $3.73M | 0.82% | +6,200+28.6% | Added |
| Nisa Investment Advisors, LLC | 28,547 | $3.82M | 0.02% | +24,242+563.1% | Added |
| Stifel Financial Corp | 28,677 | $3.83M | 0.01% | −1,961−6.4% | Reduced |
| Voya Investment Management LLC | 29,285 | $3.92M | 0.01% | −877−2.9% | Reduced |
| Texas Permanent School Fund | 29,336 | $3.92M | 0.05% | −1,181−3.9% | Reduced |
| Segall Bryant & Hamill, LLC | 30,521 | $4.08M | 0.04% | +863+2.9% | Added |
| Employees Retirement System of Texas | 31,500 | $4.21M | 0.05% | 00.0% | Unchanged |
| US Bancorp | 31,609 | $4.22M | 0.01% | +1,021+3.3% | Added |
| Morse Asset Management, Inc | 32,045 | $4.28M | 1.02% | +1,880+6.2% | Added |
| Pekin Hardy Strauss, Inc. | 32,209 | $4.30M | 0.62% | −4,500−12.3% | Reduced |
| Amalgamated Bank | 34,182 | $4.57M | 0.04% | −3,879−10.2% | Reduced |
| Mutual of America Capital Management LLC | 34,991 | $4.68M | 0.05% | −832−2.3% | Reduced |