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 |
|---|---|---|---|---|---|
| TimesSquare Capital Management, LLC | 304,775 | $40.7M | 0.36% | −29,575−8.8% | Reduced |
| Frontier Capital Management Co LLC | 316,713 | $42.3M | 0.33% | −8,527−2.6% | Reduced |
| Nuveen Asset Management, LLC | 336,401 | $45.0M | 0.01% | −15,620−4.4% | Reduced |
| Franklin Resources Inc | 356,139 | $47.6M | 0.02% | +2,657+0.8% | Added |
| Bahl & Gaynor Inc | 380,551 | $50.9M | 0.31% | +8,820+2.4% | Added |
| Point72 Asset Management, L.P. | 404,000 | $54.0M | 0.26% | +404,000 | New |
| Ceredex Value Advisors LLC | 410,816 | $54.9M | 0.62% | +13,707+3.5% | Added |
| Northern Trust Corp | 428,683 | $57.3M | 0.01% | −15,531−3.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 428,757 | $57.3M | 0.18% | −980−0.2% | Reduced |
| Scout Investments, Inc. | 434,826 | $58.1M | 0.87% | −14,070−3.1% | Reduced |
| Norges Bank | 485,959 | $65.0M | 0.01% | +39,969+9.0% | Added |
| Lord, Abbett & Co. LLC | 494,984 | $66.2M | 0.16% | +76,763+18.4% | Added |
| Invesco Ltd. | 560,297 | $74.9M | 0.02% | +87,537+18.5% | Added |
| Wells Fargo & Company | 566,817 | $75.8M | 0.02% | −62,138−9.9% | Reduced |
| Geode Capital Management, LLC | 571,096 | $76.3M | 0.01% | −9,366−1.6% | Reduced |
| Boston Partners | 565,530 | $76.4M | 0.10% | +33,846+6.4% | Added |
| Bank of New York Mellon Corp | 609,772 | $81.5M | 0.02% | +8,124+1.4% | Added |
| Charles Schwab Investment Management Inc | 645,405 | $86.3M | 0.03% | −56,041−8.0% | Reduced |
| Millennium Management LLC | 722,552 | $96.6M | 0.13% | +354,082+96.1% | Added |
| Morgan Stanley | 754,489 | $100.9M | 0.01% | −80,048−9.6% | Reduced |
| Dimensional Fund Advisors LP | 898,285 | $120.1M | 0.04% | +8,951+1.0% | Added |
| State Street Corp | 1,037,602 | $138.7M | 0.01% | −14,439−1.4% | Reduced |
| Goldman Sachs Group Inc | 1,043,222 | $139.4M | 0.04% | −113,784−9.8% | Reduced |
| JPMorgan Chase & Co | 1,584,843 | $211.8M | 0.03% | −410,202−20.6% | Reduced |
| BlackRock Inc. | 3,425,380 | $457.9M | 0.01% | −154,345−4.3% | Reduced |
| Vanguard Group Inc | 3,704,097 | $495.1M | 0.01% | −135,431−3.5% | Reduced |
| Natixis | 0 | $0 | 0.00% | −139,500−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −112,108−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −58,199−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −51,413−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −50,979−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −48,825−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −26,250−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −23,480−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −21,888−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −17,820−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −12,661−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −10,285−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −8,123−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −7,840−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −6,548−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5,025−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Somerset Trust Co | 0 | $0 | 0.00% | −4,904−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,841−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −4,553−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −4,553−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −3,401−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −3,191−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,189−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −2,573−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,181−100.0% | Sold out |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −1,919−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −1,741−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,733−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −1,722−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,683−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,575−100.0% | Sold out |
| InterOcean Capital Group, LLC | 0 | $0 | 0.00% | −1,457−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −1,448−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Exos Asset Management LLC | 0 | $0 | 0.00% | −609−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Eubel Brady & Suttman Asset Management Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Usca Ria LLC | – | – | – | – | Not filed |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| QS Investors, LLC | – | – | – | – | Not filed |
| San Francisco Sentry Investment Group (Ca) | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |
| Castleview Partners, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |