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.
Q4 2021 vs. Q3 2021
How the institutions holding Evercore Inc. changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 426 | 8 | 439 | +21 |
| Shares | 34.7M | 204.2K | 34.4M | −92.3K (−0.3%) |
| Value | $4.64B | $27.3M | $4.67B | +$57.3M (+1.2%) |
8 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (64)
Institutions that held Evercore Inc. at the end of Q4 2021 but not at the end of Q3 2021.
Sold out (43)
Institutions that held Evercore Inc. at the end of Q3 2021 and filed for Q4 2021 without it.
Not filed for Q4 2021 yet (8)
Institutions that held Evercore Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Marshall Wace Asia Ltd | 193,627 | $25.9M |
| Marshall Wace North America L.P. | 5,870 | $785.0K |
| World Asset Management Inc | 1,869 | $250.0K |
| First Mercantile Trust Co | 1,481 | $198.0K |
| BBVA USA | 1,021 | $136.0K |
| Berman Capital Advisors, LLC | 191 | $25.0K |
| Heritage Wealth Management, LLC | 67 | $9.00K |
| Sonora Investment Management, LLC | 26 | $3.00K |