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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 10,344 | $1.38M | 0.01% | +56+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 10,296 | $1.38M | 0.00% | +392+4.0% | Added |
| Louisiana State Employees Retirement System | 10,100 | $1.35M | 0.03% | −500−4.7% | Reduced |
| BancorpSouth Bank | 10,045 | $1.34M | 0.19% | −40.0% | Reduced |
| CWM Advisors, LLC | 9,996 | $1.34M | 0.17% | −2,232−18.3% | Reduced |
| O'Shares Investment Advisers, LLC | 9,937 | $1.33M | 0.10% | −8,103−44.9% | Reduced |
| State of Michigan Retirement System | 9,914 | $1.32M | 0.01% | −400−3.9% | Reduced |
| State of Alaska, Department of Revenue | 9,778 | $1.31M | 0.01% | −241−2.4% | Reduced |
| CIBC World Markets Inc. | 9,682 | $1.29M | 0.00% | +241+2.6% | Added |
| Cim, LLC | 8,548 | $1.29M | 0.20% | +285+3.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 9,613 | $1.28M | 0.01% | +5,834+154.4% | Added |
| Bridge City Capital, LLC | 9,568 | $1.28M | 0.58% | −2,554−21.1% | Reduced |
| NN Investment Partners Holdings N.V. | 9,365 | $1.25M | 0.01% | −1,100−10.5% | Reduced |
| Winton Group Ltd | 9,341 | $1.25M | 0.07% | +3,534+60.9% | Added |
| Keybank National Association | 9,185 | $1.23M | 0.01% | −165−1.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,011 | $1.21M | 0.06% | +1,411+18.6% | Added |
| New Mexico Educational Retirement Board | 8,700 | $1.16M | 0.04% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 8,667 | $1.16M | 0.46% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 8,294 | $1.11M | 0.01% | +2,693+48.1% | Added |
| Northwest & Ethical Investments L.P. | 8,164 | $1.09M | 0.04% | +452+5.9% | Added |
| Handelsbanken Fonder AB | 8,137 | $1.09M | 0.01% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 8,128 | $1.09M | 0.11% | +423+5.5% | Added |
| Redwood Investment Management, LLC | 8,088 | $1.08M | 0.15% | +8,088 | New |
| Atria Investments LLC | 7,930 | $1.06M | 0.02% | +7,930 | New |
| Gotham Asset Management, LLC | 7,902 | $1.06M | 0.04% | −1,443−15.4% | Reduced |
| Mercer Global Advisors Inc | 7,826 | $1.05M | 0.01% | +639+8.9% | Added |
| Jane Street Group, LLC | 7,520 | $1.00M | 0.00% | +7,520 | New |
| Advisors Capital Management, LLC | 7,379 | $986.0K | 0.03% | +1,478+25.0% | Added |
| Prescott Group Capital Management, L.L.C. | 7,282 | $973.0K | 0.27% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 7,222 | $965.4K | 0.01% | −496−6.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,113 | $951.0K | 0.00% | +2,075+41.2% | Added |
| 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 |
| Mitsubishi UFJ Trust & Banking Corp | 7,046 | $942.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,779 | $906.0K | 0.02% | −290−4.1% | Reduced |
| Teacher Retirement System of Texas | 6,639 | $887.0K | 0.00% | +1,305+24.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,551 | $876.0K | 0.02% | −269−3.9% | Reduced |
| Pacer Advisors, Inc. | 6,344 | $848.0K | 0.01% | +1,910+43.1% | Added |
| Teachers Retirement System of the State of Kentucky | 6,300 | $842.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,219 | $831.0K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 6,062 | $811.0K | 0.03% | −71−1.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,983 | $800.0K | 0.37% | +830+16.1% | Added |
| Janus Henderson Group PLC | 5,964 | $797.0K | 0.00% | −221,075−97.4% | Reduced |
| Marshall Wace North America L.P. | 5,870 | $785.0K | 0.00% | −1,506−20.4% | Reduced |
| Deltec Asset Management LLC | 5,760 | $770.0K | 0.12% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 5,749 | $768.0K | 0.21% | +3,242+129.3% | Added |
| Advisor Resource Council | 5,611 | $750.0K | 0.23% | −3,189−36.2% | Reduced |
| Valley National Advisers Inc | 5,454 | $729.0K | 0.13% | +97+1.8% | Added |
| Neuberger Berman Group LLC | 5,429 | $726.0K | 0.00% | +1,743+47.3% | Added |
| Kendall Capital Management | 5,370 | $718.0K | 0.39% | +2,064+62.4% | Added |
| Montecito Bank & Trust | 5,350 | $715.0K | 0.14% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,320 | $711.0K | 0.00% | +1,500+39.3% | Added |
| Sit Investment Associates Inc | 5,200 | $695.0K | 0.02% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 5,190 | $694.0K | 0.03% | +5,190 | New |
| HGK Asset Management Inc | 5,177 | $692.0K | 0.23% | 00.0% | Unchanged |
| LPL Financial LLC | 5,170 | $691.0K | 0.00% | +984+23.5% | Added |
| ExodusPoint Capital Management, LP | 5,016 | $670.0K | 0.01% | −10,770−68.2% | Reduced |
| Jefferies Group LLC | 5,000 | $668.4K | 0.02% | −16−0.3% | Reduced |
| Ergoteles LLC | 4,950 | $662.0K | 0.02% | +4,950 | New |
| Captrust Financial Advisors | 4,833 | $646.0K | 0.01% | +272+6.0% | Added |
| DuPont Capital Management Corp | 4,595 | $614.0K | 0.02% | +1,436+45.5% | Added |
| PDT Partners, LLC | 4,528 | $605.0K | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 4,442 | $594.0K | 0.01% | −345−7.2% | Reduced |
| Hillsdale Investment Management Inc. | 4,380 | $585.0K | 0.05% | +4,300+5,375.0% | Added |
| Flagship Harbor Advisors, LLC | 4,144 | $583.0K | 0.06% | 00.0% | Unchanged |
| MML Investors Services, LLC | 4,295 | $574.0K | 0.00% | +715+20.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,267 | $570.0K | 0.00% | 00.0% | Unchanged |
| Compton Capital Management Inc | 4,200 | $561.0K | 0.16% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 4,143 | $554.0K | 0.06% | +359+9.5% | Added |
| O'Shaughnessy Asset Management, LLC | 4,050 | $542.0K | 0.01% | +923+29.5% | Added |
| Los Angeles Capital Management LLC | 3,952 | $528.0K | 0.00% | 00.0% | Unchanged |
| Navellier & Associates Inc | 3,886 | $519.0K | 0.08% | +476+14.0% | Added |
| Perigon Wealth Management, LLC | 3,874 | $518.0K | 0.05% | +3,874 | New |
| Polar Asset Management Partners Inc. | 3,792 | $507.0K | 0.01% | +367+10.7% | Added |
| We Are One Seven, LLC | 3,220 | $489.0K | 0.06% | −1,047−24.5% | Reduced |
| Buckhead Capital Management LLC | 3,630 | $485.0K | 0.11% | +10+0.3% | Added |
| Securian Asset Management, Inc | 3,556 | $475.0K | 0.01% | −207−5.5% | Reduced |
| Paloma Partners Management Co | 3,533 | $472.0K | 0.02% | +1,928+120.1% | Added |
| Crossmark Global Holdings, Inc. | 3,490 | $467.0K | 0.01% | −230−6.2% | Reduced |
| Panagora Asset Management Inc | 3,486 | $466.0K | 0.00% | +2,438+232.6% | Added |
| 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 |
| Lingohr & Partner Asset Management GmbH | 3,400 | $454.0K | 1.21% | 00.0% | Unchanged |
| Sterling Manor Financial, LLC | 3,379 | $452.0K | 0.38% | +10.0% | Added |
| Cresset Asset Management, LLC | 3,243 | $434.0K | 0.01% | +698+27.4% | Added |
| Regions Financial Corp | 3,187 | $426.0K | 0.00% | −181−5.4% | Reduced |
| Boenning & Scattergood, Inc. | 3,100 | $414.0K | 0.07% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,021 | $413.0K | 0.01% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 3,058 | $409.0K | 0.01% | −753−19.8% | Reduced |
| GW&K Investment Management, LLC | 3,043 | $407.0K | 0.00% | −43−1.4% | Reduced |
| Joel Isaacson & Co., LLC | 3,000 | $401.0K | 0.03% | 00.0% | Unchanged |
| Pictet Asset Management SA | 2,976 | $398.0K | 0.00% | +2,976 | New |
| Cornerstone Investment Partners, LLC | 2,912 | $389.0K | 0.02% | +2,912 | New |
| Radnor Capital Management, LLC | 2,900 | $388.0K | 0.23% | +25+0.9% | Added |
| Tower Research Capital LLC (TRC) | 2,823 | $378.0K | 0.01% | −894−24.1% | Reduced |
| Personal Cfo Solutions, LLC | 2,764 | $369.0K | 0.08% | +438+18.8% | Added |
| ProShare Advisors LLC | 2,746 | $367.0K | 0.00% | −352−11.4% | Reduced |
| 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 |
| Park Avenue Securities LLC | 2,701 | $361.0K | 0.01% | +322+13.5% | Added |