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, Q4 2021
Institutional positions in Evercore Inc. as of Dec 31, 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
- 439
- +21 vs. Q3 2021
- Shares held
- 34.4M
- −92.3K (−0.3%) vs. Q3 2021
- Total value
- $4.67B
- +$57.3M (+1.2%) vs. Q3 2021
- New holders
- 64
- 147 more added
- Sold out
- 43
- 168 more reduced
8 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,765,348 | $511.5M | 0.01% | +61,251+1.7% | Added |
| BlackRock Inc. | 3,434,997 | $466.6M | 0.01% | +9,617+0.3% | Added |
| JPMorgan Chase & Co | 1,212,030 | $164.7M | 0.02% | −372,813−23.5% | Reduced |
| Lord, Abbett & Co. LLC | 1,078,753 | $146.5M | 0.33% | +583,769+117.9% | Added |
| State Street Corp | 1,067,375 | $145.0M | 0.01% | +29,773+2.9% | Added |
| Goldman Sachs Group Inc | 1,036,691 | $140.8M | 0.03% | −6,531−0.6% | Reduced |
| Dimensional Fund Advisors LP | 868,476 | $118.0M | 0.04% | −29,809−3.3% | Reduced |
| Millennium Management LLC | 858,511 | $116.6M | 0.13% | +135,959+18.8% | Added |
| Morgan Stanley | 769,931 | $104.6M | 0.01% | +15,442+2.0% | Added |
| Invesco Ltd. | 671,612 | $91.2M | 0.02% | +111,315+19.9% | Added |
| Charles Schwab Investment Management Inc | 636,177 | $86.4M | 0.03% | −9,228−1.4% | Reduced |
| Bank of New York Mellon Corp | 596,670 | $81.1M | 0.01% | −13,102−2.1% | Reduced |
| Geode Capital Management, LLC | 574,856 | $78.1M | 0.01% | +3,760+0.7% | Added |
| Boston Partners | 560,489 | $76.3M | 0.09% | −5,041−0.9% | Reduced |
| Northern Trust Corp | 429,780 | $58.4M | 0.01% | +1,097+0.3% | Added |
| Bahl & Gaynor Inc | 392,532 | $53.3M | 0.30% | +11,981+3.1% | Added |
| Franklin Resources Inc | 383,187 | $52.1M | 0.02% | +27,048+7.6% | Added |
| TimesSquare Capital Management, LLC | 379,255 | $51.5M | 0.46% | +74,480+24.4% | Added |
| Norges Bank | 363,805 | $49.4M | 0.01% | −122,154−25.1% | Reduced |
| Copeland Capital Management, LLC | 358,872 | $48.8M | 1.27% | +81,788+29.5% | Added |
| Ceredex Value Advisors LLC | 326,727 | $44.4M | 0.48% | −84,089−20.5% | Reduced |
| Man Group plc | 323,255 | $43.9M | 0.14% | +93,673+40.8% | Added |
| Deutsche Bank AG | 318,167 | $43.2M | 0.02% | +302,865+1,979.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 315,177 | $42.8M | 0.13% | −113,580−26.5% | Reduced |
| Nitorum Capital, L.P. | 314,500 | $42.7M | 2.00% | +13,600+4.5% | Added |
| Bank of America Corp | 305,819 | $41.5M | 0.00% | +45,291+17.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 303,864 | $41.3M | 0.24% | +42,752+16.4% | Added |
| Frontier Capital Management Co LLC | 298,699 | $40.6M | 0.32% | −18,014−5.7% | Reduced |
| Granite Investment Partners, LLC | 279,893 | $38.0M | 1.11% | +13,383+5.0% | Added |
| Wells Fargo & Company | 258,261 | $35.1M | 0.01% | −308,556−54.4% | Reduced |
| First Trust Advisors LP | 255,613 | $34.7M | 0.03% | +121,152+90.1% | Added |
| Nuveen Asset Management, LLC | 249,888 | $33.9M | 0.01% | −86,513−25.7% | Reduced |
| Scout Investments, Inc. | 248,686 | $33.8M | 0.49% | −186,140−42.8% | Reduced |
| Clark Capital Management Group, Inc. | 241,342 | $32.8M | 0.40% | +12,791+5.6% | Added |
| Allspring Global Investments Holdings, LLC | 235,823 | $32.0M | 0.04% | +235,823 | New |
| AQR Capital Management LLC | 227,562 | $30.9M | 0.06% | +43,712+23.8% | Added |
| Aristotle Capital Boston, LLC | 221,315 | $30.1M | 0.70% | −5,427−2.4% | Reduced |
| Ariel Investments, LLC | 217,052 | $29.5M | 0.25% | −22,346−9.3% | Reduced |
| Virginia Retirement Systems Et Al | 216,900 | $29.5M | 0.27% | +195,000+890.4% | Added |
| Bernzott Capital Advisors | 210,319 | $28.6M | 2.47% | −73,895−26.0% | Reduced |
| Great Lakes Advisors, LLC | 208,380 | $28.3M | 0.43% | −4,283−2.0% | Reduced |
| Ameriprise Financial Inc | 192,460 | $26.1M | 0.01% | +74,247+62.8% | Added |
| Royal Bank of Canada | 185,863 | $25.3M | 0.01% | +823+0.4% | Added |
| Wellington Management Group LLP | 183,489 | $24.9M | 0.00% | −16,198−8.1% | Reduced |
| Glenmede Trust Co NA | 177,230 | $24.1M | 0.11% | −695−0.4% | Reduced |
| UBS Asset Management Americas Inc | 175,952 | $23.9M | 0.01% | +7,684+4.6% | Added |
| Wedge Capital Management L L P | 172,666 | $23.5M | 0.29% | −18,681−9.8% | Reduced |
| Schroder Investment Management Group | 170,749 | $23.2M | 0.03% | +67,782+65.8% | Added |
| Principal Financial Group Inc | 169,666 | $23.0M | 0.01% | −98,055−36.6% | Reduced |
| Boston Trust Walden Corp | 168,134 | $22.8M | 0.18% | +37,817+29.0% | Added |
| State of Wisconsin Investment Board | 153,553 | $20.9M | 0.04% | −5,198−3.3% | Reduced |
| Parametric Portfolio Associates LLC | 153,052 | $20.8M | 0.01% | +4,387+3.0% | Added |
| Qube Research & Technologies Ltd | 149,687 | $20.3M | 0.16% | +110,289+279.9% | Added |
| FIL Ltd | 144,058 | $19.6M | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 140,423 | $19.1M | 0.04% | +133,339+1,882.3% | Added |
| Macquarie Group Ltd | 138,958 | $18.9M | 0.02% | +114,728+473.5% | Added |
| Royce & Associates LP | 136,829 | $18.6M | 0.14% | −11,985−8.1% | Reduced |
| Ziegler Capital Management, LLC | 136,648 | $18.5M | 0.66% | −2,950−2.1% | Reduced |
| AXA S.A. | 135,100 | $18.4M | 0.05% | +54,200+67.0% | Added |
| Retirement Systems of Alabama | 131,875 | $17.9M | 0.06% | −5,354−3.9% | Reduced |
| Panagora Asset Management Inc | 127,474 | $17.3M | 0.09% | +123,988+3,556.7% | Added |
| Paralel Advisors LLC | 125,000 | $17.0M | 0.98% | +125,000 | New |
| Richard C. Young & CO., LTD. | 122,864 | $16.7M | 2.10% | −2,646−2.1% | Reduced |
| Peregrine Capital Management LLC | 107,311 | $14.6M | 0.29% | −8,518−7.4% | Reduced |
| Voloridge Investment Management, LLC | 105,429 | $14.3M | 0.08% | +6,600+6.7% | Added |
| Rhumbline Advisers | 101,595 | $13.8M | 0.02% | −900−0.9% | Reduced |
| Hillcrest Asset Management LLC | 99,534 | $13.5M | 2.06% | −14,440−12.7% | Reduced |
| Envestnet Asset Management Inc | 99,328 | $13.5M | 0.01% | +6,611+7.1% | Added |
| UBS Group AG | 99,219 | $13.5M | 0.01% | −12,923−11.5% | Reduced |
| Fort Washington Investment Advisors Inc | 96,962 | $13.2M | 0.08% | +13,710+16.5% | Added |
| Moody Aldrich Partners LLC | 96,122 | $13.1M | 1.82% | −16,077−14.3% | Reduced |
| CCM Investment Advisers LLC | 91,020 | $12.4M | 1.50% | +6,065+7.1% | Added |
| Primecap Management Co | 90,400 | $12.3M | 0.01% | +90,400 | New |
| California Public Employees Retirement System | 89,473 | $12.2M | 0.01% | −6,772−7.0% | Reduced |
| First Republic Investment Management, Inc. | 89,259 | $12.1M | 0.03% | +8,422+10.4% | Added |
| Legal & General Group Plc | 87,387 | $11.9M | 0.00% | −234−0.3% | Reduced |
| Swiss National Bank | 87,300 | $11.9M | 0.01% | −3,100−3.4% | Reduced |
| Alliancebernstein L.P. | 86,742 | $11.8M | 0.00% | −640−0.7% | Reduced |
| American Century Companies Inc | 85,478 | $11.6M | 0.01% | −5,360−5.9% | Reduced |
| Martingale Asset Management L P | 84,174 | $11.4M | 0.15% | +39,658+89.1% | Added |
| SEI Investments Co | 76,337 | $10.3M | 0.02% | −413−0.5% | Reduced |
| Massachusetts Financial Services Co | 73,273 | $9.95M | 0.00% | −15,970−17.9% | Reduced |
| Nordea Investment Management AB | 73,076 | $9.92M | 0.01% | −853−1.2% | Reduced |
| Victory Capital Management Inc | 70,591 | $9.59M | 0.01% | +16,811+31.3% | Added |
| Eaton Vance Management | 70,458 | $9.57M | 0.01% | +40.0% | Added |
| Venturi Wealth Management, LLC | 69,069 | $9.38M | 0.71% | +1,209+1.8% | Added |
| Artemis Investment Management LLP | 69,138 | $9.38M | 0.07% | −2,492−3.5% | Reduced |
| Assetmark, Inc | 67,143 | $9.12M | 0.04% | +65,221+3,393.4% | Added |
| Cookson Peirce & Co Inc | 66,302 | $9.01M | 0.50% | +7,057+11.9% | Added |
| American International Group, Inc. | 65,976 | $8.96M | 0.04% | −2,311−3.4% | Reduced |
| Federated Hermes, Inc. | 63,714 | $8.65M | 0.02% | −343−0.5% | Reduced |
| New York State Common Retirement Fund | 63,273 | $8.60M | 0.01% | −160.0% | Reduced |
| Brandywine Global Investment Management, LLC | 63,136 | $8.58M | 0.06% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 62,719 | $8.52M | 0.02% | +16,825+36.7% | Added |
| State Board of Administration of Florida Retirement System | 61,108 | $8.30M | 0.01% | −77−0.1% | Reduced |
| Fisher Asset Management, LLC | 60,024 | $8.15M | 0.00% | +14,689+32.4% | Added |
| State of Tennessee, Treasury Department | 59,474 | $8.08M | 0.03% | −600−1.0% | Reduced |
| Cubist Systematic Strategies, LLC | 57,052 | $7.75M | 0.07% | +30,703+116.5% | Added |
| Guggenheim Capital LLC | 56,721 | $7.71M | 0.04% | +13,295+30.6% | Added |
| California State Teachers Retirement System | 54,673 | $7.43M | 0.01% | −12,454−18.6% | Reduced |