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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 36,548 | $4.88M | 0.07% | +1,903+5.5% | Added |
| HRT Financial LP | 37,328 | $4.99M | 0.03% | +14,075+60.5% | Added |
| Qube Research & Technologies Ltd | 39,398 | $5.27M | 0.07% | +32,595+479.1% | Added |
| Schonfeld Strategic Advisors LLC | 40,627 | $5.43M | 0.06% | −33,618−45.3% | Reduced |
| Raymond James & Associates | 40,871 | $5.46M | 0.00% | +9,418+29.9% | Added |
| Credit Suisse AG | 40,930 | $5.47M | 0.00% | −206−0.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 42,300 | $5.65M | 0.01% | −900−2.1% | Reduced |
| Guggenheim Capital LLC | 43,426 | $5.80M | 0.04% | +14,711+51.2% | Added |
| Truist Financial Corp | 43,663 | $5.84M | 0.01% | −4,966−10.2% | Reduced |
| South Dakota Investment Council | 44,420 | $5.94M | 0.11% | 00.0% | Unchanged |
| Martingale Asset Management L P | 44,516 | $5.95M | 0.08% | +6,232+16.3% | Added |
| Fisher Asset Management, LLC | 45,335 | $6.06M | 0.00% | −2,651−5.5% | Reduced |
| Public Employees Retirement System of Ohio | 45,476 | $6.08M | 0.02% | +16,943+59.4% | Added |
| Manufacturers Life Insurance Company, The | 45,679 | $6.11M | 0.00% | +857+1.9% | Added |
| Ensign Peak Advisors, Inc | 45,894 | $6.13M | 0.01% | −3,520−7.1% | Reduced |
| Citigroup Inc | 46,660 | $6.24M | 0.01% | −27,107−36.7% | Reduced |
| Two Sigma Advisers, LP | 47,600 | $6.36M | 0.02% | −21,600−31.2% | Reduced |
| Leuthold Group, LLC | 48,632 | $6.50M | 0.80% | +134+0.3% | Added |
| Russell Investments Group, Ltd. | 48,808 | $6.52M | 0.01% | −14,128−22.4% | Reduced |
| New York State Teachers Retirement System | 49,223 | $6.58M | 0.01% | +1,453+3.0% | Added |
| NewEdge Wealth, LLC | 49,472 | $6.61M | 0.39% | +3,280+7.1% | Added |
| BNP Paribas Arbitrage, SA | 51,903 | $6.94M | 0.02% | +27,256+110.6% | Added |
| Victory Capital Management Inc | 53,780 | $7.19M | 0.01% | −8,218−13.3% | Reduced |
| Full18 Capital LLC | 54,587 | $7.30M | 2.94% | −14,401−20.9% | Reduced |
| Renaissance Technologies LLC | 56,900 | $7.61M | 0.01% | +56,900 | New |
| Cookson Peirce & Co Inc | 59,245 | $7.92M | 0.48% | −17,179−22.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 59,558 | $7.96M | 0.05% | +59,558 | New |
| State of Tennessee, Treasury Department | 60,074 | $8.03M | 0.03% | −5,749−8.7% | Reduced |
| State Board of Administration of Florida Retirement System | 61,185 | $8.18M | 0.02% | −2,398−3.8% | Reduced |
| Brandywine Global Investment Management, LLC | 63,136 | $8.44M | 0.06% | −5,442−7.9% | Reduced |
| New York State Common Retirement Fund | 63,289 | $8.46M | 0.01% | −1,511−2.3% | Reduced |
| Federated Hermes, Inc. | 64,057 | $8.56M | 0.02% | −664−1.0% | Reduced |
| Alyeska Investment Group, L.P. | 65,518 | $8.76M | 0.11% | +65,518 | New |
| California State Teachers Retirement System | 67,127 | $8.97M | 0.01% | −1,183−1.7% | Reduced |
| Nomura Holdings Inc | 65,800 | $9.07M | 0.07% | +37,200+130.1% | Added |
| Venturi Wealth Management, LLC | 67,860 | $9.07M | 0.76% | −3,794−5.3% | Reduced |
| American International Group, Inc. | 68,287 | $9.13M | 0.05% | −14,558−17.6% | Reduced |
| Pier Capital, LLC | 69,714 | $9.32M | 0.97% | −715−1.0% | Reduced |
| Eaton Vance Management | 70,454 | $9.38M | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 70,723 | $9.45M | 0.01% | +62,614+772.2% | Added |
| Artemis Investment Management LLP | 71,630 | $9.57M | 0.08% | −3,529−4.7% | Reduced |
| Comerica Bank | 62,410 | $9.99M | 0.06% | −4,954−7.4% | Reduced |
| Westwood Holdings Group Inc. | 75,625 | $10.1M | 0.11% | −10,945−12.6% | Reduced |
| Nordea Investment Management AB | 73,929 | $10.1M | 0.01% | −822−1.1% | Reduced |
| SEI Investments Co | 76,750 | $10.2M | 0.02% | −34,601−31.1% | Reduced |
| First Republic Investment Management, Inc. | 80,837 | $10.8M | 0.03% | +1,746+2.2% | Added |
| AXA S.A. | 80,900 | $10.8M | 0.03% | +18,800+30.3% | Added |
| Fort Washington Investment Advisors Inc | 83,252 | $11.1M | 0.07% | +1,268+1.5% | Added |
| CCM Investment Advisers LLC | 84,955 | $11.4M | 1.48% | −879−1.0% | Reduced |
| Alliancebernstein L.P. | 87,382 | $11.7M | 0.00% | −3,786−4.2% | Reduced |
| Legal & General Group Plc | 87,621 | $11.7M | 0.00% | +1,549+1.8% | Added |
| Massachusetts Financial Services Co | 89,243 | $11.9M | 0.00% | −5,777−6.1% | Reduced |
| Swiss National Bank | 90,400 | $12.1M | 0.01% | −2,200−2.4% | Reduced |
| American Century Companies Inc | 90,838 | $12.1M | 0.01% | +1,853+2.1% | Added |
| Envestnet Asset Management Inc | 92,717 | $12.4M | 0.01% | +371+0.4% | Added |
| California Public Employees Retirement System | 96,245 | $12.9M | 0.01% | −1,714−1.7% | Reduced |
| Basswood Capital Management, L.L.C. | 97,016 | $13.0M | 0.53% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 98,829 | $13.2M | 0.09% | +4,614+4.9% | Added |
| Rhumbline Advisers | 102,495 | $13.7M | 0.02% | −6,527−6.0% | Reduced |
| Schroder Investment Management Group | 102,967 | $13.8M | 0.02% | −14,940−12.7% | Reduced |
| Thrivent Financial for Lutherans | 109,877 | $14.7M | 0.03% | −295,002−72.9% | Reduced |
| UBS Group AG | 112,142 | $15.0M | 0.01% | +3,193+2.9% | Added |
| Moody Aldrich Partners LLC | 112,199 | $15.0M | 1.90% | +14,771+15.2% | Added |
| Hillcrest Asset Management LLC | 113,974 | $15.2M | 2.18% | −4,690−4.0% | Reduced |
| Peregrine Capital Management LLC | 115,829 | $15.5M | 0.32% | −22,880−16.5% | Reduced |
| Barclays PLC | 117,724 | $15.7M | 0.01% | +64,873+122.7% | Added |
| Ameriprise Financial Inc | 118,213 | $15.8M | 0.01% | −43,306−26.8% | Reduced |
| Richard C. Young & CO., LTD. | 125,510 | $16.8M | 2.30% | −1,828−1.4% | Reduced |
| Alps Advisors Inc | 127,626 | $17.1M | 0.16% | +125,215+5,193.5% | Added |
| Boston Trust Walden Corp | 130,317 | $17.4M | 0.15% | +130,317 | New |
| First Trust Advisors LP | 134,461 | $18.0M | 0.02% | −32,929−19.7% | Reduced |
| Retirement Systems of Alabama | 137,229 | $18.3M | 0.07% | −1,999−1.4% | Reduced |
| Ziegler Capital Management, LLC | 139,598 | $18.7M | 0.68% | +65,270+87.8% | Added |
| Bank of Montreal | 137,892 | $18.9M | 0.01% | −13,711−9.0% | Reduced |
| Allianz Asset Management GmbH | 143,601 | $19.2M | 0.02% | +28,590+24.9% | Added |
| FIL Ltd | 144,058 | $19.3M | 0.02% | −8,512−5.6% | Reduced |
| Parametric Portfolio Associates LLC | 148,665 | $19.9M | 0.01% | −1,975−1.3% | Reduced |
| Royce & Associates LP | 148,814 | $19.9M | 0.15% | −65,202−30.5% | Reduced |
| State of Wisconsin Investment Board | 158,751 | $21.2M | 0.04% | +760.0% | Added |
| UBS Asset Management Americas Inc | 168,268 | $22.5M | 0.01% | −8,186−4.6% | Reduced |
| Glenmede Trust Co NA | 177,925 | $23.8M | 0.12% | −43,032−19.5% | Reduced |
| AQR Capital Management LLC | 183,850 | $24.6M | 0.05% | +66,797+57.1% | Added |
| Royal Bank of Canada | 185,040 | $24.7M | 0.01% | +19,884+12.0% | Added |
| Wedge Capital Management L L P | 191,347 | $25.6M | 0.33% | −28,433−12.9% | Reduced |
| Marshall Wace Asia Ltd | 193,627 | $25.9M | 0.61% | +102,560+112.6% | Added |
| Wellington Management Group LLP | 199,687 | $26.7M | 0.00% | −150,513−43.0% | Reduced |
| Prudential Financial Inc | 205,928 | $27.5M | 0.04% | +9,806+5.0% | Added |
| Great Lakes Advisors, LLC | 212,663 | $28.4M | 0.44% | −6,941−3.2% | Reduced |
| Aristotle Capital Boston, LLC | 226,742 | $30.3M | 0.71% | −96,955−30.0% | Reduced |
| Clark Capital Management Group, Inc. | 228,551 | $30.6M | 0.42% | +4,562+2.0% | Added |
| Man Group plc | 229,582 | $30.7M | 0.11% | +70,811+44.6% | Added |
| Ariel Investments, LLC | 239,398 | $32.0M | 0.29% | −18,848−7.3% | Reduced |
| STRS Ohio | 242,487 | $32.4M | 0.12% | +232,262+2,271.5% | Added |
| Bank of America Corp | 260,528 | $34.8M | 0.00% | +13,250+5.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 261,112 | $34.9M | 0.23% | +88,823+51.6% | Added |
| Granite Investment Partners, LLC | 266,510 | $35.6M | 1.11% | −8,931−3.2% | Reduced |
| Principal Financial Group Inc | 267,721 | $35.8M | 0.02% | +13,817+5.4% | Added |
| Copeland Capital Management, LLC | 277,084 | $37.0M | 1.05% | +5,614+2.1% | Added |
| Bernzott Capital Advisors | 284,214 | $38.0M | 3.42% | −9,051−3.1% | Reduced |
| Nitorum Capital, L.P. | 300,900 | $40.2M | 1.91% | 00.0% | Unchanged |