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 |
|---|---|---|---|---|---|
| Cookson Peirce & Co Inc | 59,245 | $7.92M | 0.48% | −17,179−22.5% | Reduced |
| Renaissance Technologies LLC | 56,900 | $7.61M | 0.01% | +56,900 | New |
| Full18 Capital LLC | 54,587 | $7.30M | 2.94% | −14,401−20.9% | Reduced |
| Victory Capital Management Inc | 53,780 | $7.19M | 0.01% | −8,218−13.3% | Reduced |
| BNP Paribas Arbitrage, SA | 51,903 | $6.94M | 0.02% | +27,256+110.6% | Added |
| NewEdge Wealth, LLC | 49,472 | $6.61M | 0.39% | +3,280+7.1% | Added |
| New York State Teachers Retirement System | 49,223 | $6.58M | 0.01% | +1,453+3.0% | Added |
| Russell Investments Group, Ltd. | 48,808 | $6.52M | 0.01% | −14,128−22.4% | Reduced |
| Leuthold Group, LLC | 48,632 | $6.50M | 0.80% | +134+0.3% | Added |
| Two Sigma Advisers, LP | 47,600 | $6.36M | 0.02% | −21,600−31.2% | Reduced |
| Citigroup Inc | 46,660 | $6.24M | 0.01% | −27,107−36.7% | Reduced |
| Ensign Peak Advisors, Inc | 45,894 | $6.13M | 0.01% | −3,520−7.1% | Reduced |
| Manufacturers Life Insurance Company, The | 45,679 | $6.11M | 0.00% | +857+1.9% | Added |
| Public Employees Retirement System of Ohio | 45,476 | $6.08M | 0.02% | +16,943+59.4% | Added |
| Fisher Asset Management, LLC | 45,335 | $6.06M | 0.00% | −2,651−5.5% | Reduced |
| Martingale Asset Management L P | 44,516 | $5.95M | 0.08% | +6,232+16.3% | Added |
| South Dakota Investment Council | 44,420 | $5.94M | 0.11% | 00.0% | Unchanged |
| Truist Financial Corp | 43,663 | $5.84M | 0.01% | −4,966−10.2% | Reduced |
| Guggenheim Capital LLC | 43,426 | $5.80M | 0.04% | +14,711+51.2% | Added |
| Arrowstreet Capital, Limited Partnership | 42,300 | $5.65M | 0.01% | −900−2.1% | Reduced |
| Credit Suisse AG | 40,930 | $5.47M | 0.00% | −206−0.5% | Reduced |
| Raymond James & Associates | 40,871 | $5.46M | 0.00% | +9,418+29.9% | Added |
| Schonfeld Strategic Advisors LLC | 40,627 | $5.43M | 0.06% | −33,618−45.3% | Reduced |
| Qube Research & Technologies Ltd | 39,398 | $5.27M | 0.07% | +32,595+479.1% | Added |
| HRT Financial LP | 37,328 | $4.99M | 0.03% | +14,075+60.5% | Added |
| Advisors Asset Management, Inc. | 36,548 | $4.88M | 0.07% | +1,903+5.5% | Added |
| Mutual of America Capital Management LLC | 34,991 | $4.68M | 0.05% | −832−2.3% | Reduced |
| Amalgamated Bank | 34,182 | $4.57M | 0.04% | −3,879−10.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 32,209 | $4.30M | 0.62% | −4,500−12.3% | Reduced |
| Morse Asset Management, Inc | 32,045 | $4.28M | 1.02% | +1,880+6.2% | Added |
| US Bancorp | 31,609 | $4.22M | 0.01% | +1,021+3.3% | Added |
| Employees Retirement System of Texas | 31,500 | $4.21M | 0.05% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 30,521 | $4.08M | 0.04% | +863+2.9% | Added |
| Texas Permanent School Fund | 29,336 | $3.92M | 0.05% | −1,181−3.9% | Reduced |
| Voya Investment Management LLC | 29,285 | $3.92M | 0.01% | −877−2.9% | Reduced |
| Stifel Financial Corp | 28,677 | $3.83M | 0.01% | −1,961−6.4% | Reduced |
| Nisa Investment Advisors, LLC | 28,547 | $3.82M | 0.02% | +24,242+563.1% | Added |
| Hussman Strategic Advisors, Inc. | 27,900 | $3.73M | 0.82% | +6,200+28.6% | Added |
| Cubist Systematic Strategies, LLC | 26,349 | $3.52M | 0.04% | −11,284−30.0% | Reduced |
| Sarasin & Partners LLP | 25,000 | $3.34M | 0.03% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 24,431 | $3.27M | 0.01% | −40,469−62.4% | Reduced |
| Macquarie Group Ltd | 24,230 | $3.24M | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 22,187 | $3.12M | 0.05% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 23,339 | $3.12M | 0.14% | +23,339 | New |
| Squarepoint Ops LLC | 22,914 | $3.06M | 0.02% | +20,008+688.5% | Added |
| Susquehanna Fundamental Investments, LLC | 22,392 | $2.99M | 0.05% | −38,551−63.3% | Reduced |
| State of New Jersey Common Pension Fund D | 22,111 | $2.96M | 0.01% | −1,923−8.0% | Reduced |
| Zacks Investment Management | 22,049 | $2.95M | 0.05% | +237+1.1% | Added |
| Bokf, NA | 21,931 | $2.93M | 0.05% | +21,931 | New |
| Virginia Retirement Systems Et Al | 21,900 | $2.93M | 0.03% | +1,700+8.4% | Added |
| Donoghue Forlines LLC | 21,635 | $2.89M | 0.56% | +9,243+74.6% | Added |
| IFP Advisors, Inc | 20,795 | $2.77M | 0.06% | −274−1.3% | Reduced |
| Citadel Advisors LLC | 20,628 | $2.76M | 0.00% | −344,050−94.3% | Reduced |
| WBI Investments | 20,539 | $2.71M | 0.45% | +20,539 | New |
| Tudor Investment Corp Et Al | 20,218 | $2.70M | 0.06% | +20,218 | New |
| Great West Life Assurance Co | 19,875 | $2.68M | 0.01% | +2,810+16.5% | Added |
| Verdence Capital Advisors LLC | 19,956 | $2.67M | 0.35% | +211+1.1% | Added |
| MetLife Investment Management | 19,052 | $2.55M | 0.02% | −1,410−6.9% | Reduced |
| APG Asset Management N.V. | 21,760 | $2.51M | 0.00% | −26,800−55.2% | Reduced |
| Verition Fund Management LLC | 18,708 | $2.50M | 0.04% | +18,708 | New |
| 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 |
| Rafferty Asset Management, LLC | 18,592 | $2.48M | 0.02% | −4,905−20.9% | Reduced |
| Alaska Permanent Fund Corp | 17,800 | $2.38M | 0.05% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 17,400 | $2.33M | 0.18% | −106,472−86.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 16,363 | $2.19M | 0.00% | 00.0% | Unchanged |
| Castellan Group, LLC | 16,150 | $2.16M | 1.11% | +16,150 | New |
| Prana Capital Management, LP | 15,744 | $2.10M | 0.19% | +2,946+23.0% | Added |
| Nations Financial Group Inc, | 15,437 | $2.06M | 0.31% | +768+5.2% | Added |
| Vident Investment Advisory, LLC | 15,334 | $2.05M | 0.06% | −1,824−10.6% | Reduced |
| Deutsche Bank AG | 15,302 | $2.04M | 0.00% | −2,283−13.0% | Reduced |
| Monument Capital Management | 15,097 | $2.02M | 0.69% | −201−1.3% | Reduced |
| TCW Group Inc | 15,027 | $2.01M | 0.02% | −7,937−34.6% | Reduced |
| Harbor Advisors LLC | 15,000 | $2.00M | 0.40% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 13,987 | $1.87M | 0.39% | −216−1.5% | Reduced |
| Treasurer of the State of North Carolina | 13,940 | $1.86M | 0.01% | +29+0.2% | Added |
| Covington Capital Management | 13,825 | $1.85M | 0.07% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 13,795 | $1.84M | 0.02% | −182−1.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,102 | $1.75M | 0.02% | −540−4.0% | Reduced |
| Flputnam Investment Management Co | 12,783 | $1.71M | 0.06% | +1,384+12.1% | Added |
| Empowered Funds, LLC | 12,607 | $1.69M | 0.22% | +383+3.1% | Added |
| AlphaCrest Capital Management LLC | 12,318 | $1.65M | 0.09% | +9,630+358.3% | Added |
| Aviva PLC | 12,300 | $1.64M | 0.01% | +12,300 | New |
| Price T Rowe Associates Inc | 12,084 | $1.61M | 0.00% | +60.0% | Added |
| Washington Trust Co | 11,898 | $1.59M | 0.04% | −6,740−36.2% | Reduced |
| HSBC Holdings PLC | 11,774 | $1.58M | 0.00% | −2,978−20.2% | Reduced |
| Essex Investment Management Co LLC | 11,793 | $1.58M | 0.19% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 11,772 | $1.57M | 0.01% | +79+0.7% | Added |
| Advisor Group Holdings, Inc. | 11,657 | $1.56M | 0.00% | −239−2.0% | Reduced |
| Meeder Asset Management Inc | 11,605 | $1.55M | 0.08% | +1,493+14.8% | Added |
| Blueshift Asset Management, LLC | 11,161 | $1.49M | 0.08% | +11,161 | New |
| Arizona State Retirement System | 11,154 | $1.49M | 0.01% | −269−2.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,080 | $1.48M | 0.18% | +11,080 | New |
| Rocky Mountain Advisers, LLC | 10,950 | $1.46M | 1.78% | +10,950 | New |
| DekaBank Deutsche Girozentrale | 10,540 | $1.43M | 0.00% | +440+4.4% | Added |
| Ameritas Investment Partners, Inc. | 10,505 | $1.40M | 0.05% | −563−5.1% | Reduced |
| Cornercap Investment Counsel Inc | 10,459 | $1.40M | 0.16% | +159+1.5% | Added |
| Toroso Investments, LLC | 10,452 | $1.40M | 0.05% | +1,825+21.2% | Added |
| Picton Mahoney Asset Management | 10,410 | $1.39M | 0.05% | −49,753−82.7% | Reduced |
| James Investment Research Inc | 10,350 | $1.38M | 0.13% | 00.0% | Unchanged |