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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 1,733 | $235.0K | 0.00% | −535−23.6% | Reduced |
| First Quadrant L P | 1,731 | $235.0K | 0.03% | +1,495+633.5% | Added |
| Profund Advisors LLC | 1,735 | $236.0K | 0.01% | −122−6.6% | Reduced |
| Journey Strategic Wealth LLC | 1,745 | $237.0K | 0.02% | +1,745 | New |
| Mount Yale Investment Advisors, LLC | 1,879 | $255.0K | 0.03% | −28−1.5% | Reduced |
| Csenge Advisory Group | 1,818 | $258.0K | 0.02% | +29+1.6% | Added |
| Keebeck Alpha, LP | 1,935 | $263.0K | 0.10% | +1,935 | New |
| Ingalls & Snyder LLC | 1,945 | $264.0K | 0.01% | −2−0.1% | Reduced |
| National Bank of Canada | 1,942 | $264.0K | 0.00% | +1,942 | New |
| Convergence Investment Partners, LLC | 1,975 | $268.0K | 0.14% | +127+6.9% | Added |
| Polar Asset Management Partners Inc. | 1,982 | $269.0K | 0.00% | −1,810−47.7% | Reduced |
| Utah Retirement Systems | 2,000 | $272.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 2,071 | $281.0K | 0.00% | −5,449−72.5% | Reduced |
| Kestra Private Wealth Services, LLC | 2,090 | $284.0K | 0.01% | +105+5.3% | Added |
| Shelton Capital Management | 2,101 | $285.0K | 0.01% | −254−10.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,100 | $285.0K | 0.10% | +250+13.5% | Added |
| Dynamic Advisor Solutions LLC | 2,115 | $287.0K | 0.02% | +400+23.3% | Added |
| Rice Hall James & Associates, LLC | 2,123 | $288.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,143 | $291.0K | 0.01% | −545−20.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,154 | $292.0K | 0.01% | −669−23.7% | Reduced |
| Change Path, LLC | 2,168 | $294.0K | 0.01% | +441+25.5% | Added |
| Graham Capital Management, L.P. | 2,179 | $296.0K | 0.02% | +2,179 | New |
| AE Wealth Management LLC | 2,221 | $302.0K | 0.00% | +2,221 | New |
| Zions Bancorporation, N.A. | 2,250 | $306.0K | 0.03% | +127+6.0% | Added |
| Pictet Asset Management SA | 2,290 | $311.0K | 0.00% | −686−23.1% | Reduced |
| Caxton Associates LP | 2,394 | $325.0K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,419 | $329.0K | 0.00% | +680+39.1% | Added |
| Regentatlantic Capital LLC | 2,456 | $334.0K | 0.01% | +2,456 | New |
| Symmetry Partners, LLC | 2,467 | $335.0K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 2,470 | $336.0K | 0.03% | +2,470 | New |
| The PNC Financial Services Group, Inc. | 2,478 | $338.0K | 0.00% | +944+61.5% | Added |
| Westwood Holdings Group Inc. | 2,537 | $345.0K | 0.00% | −73,088−96.6% | Reduced |
| Coldstream Capital Management Inc | 2,560 | $348.0K | 0.01% | +2,560 | New |
| Jackson Creek Investment Advisors LLC | 2,588 | $352.0K | 0.13% | +2,588 | New |
| M&T Bank Corp | 2,632 | $358.0K | 0.00% | +132+5.3% | Added |
| Commonwealth Equity Services, LLC | 2,658 | $361.0K | 0.00% | +186+7.5% | Added |
| Krane Funds Advisors LLC | 2,671 | $363.0K | 0.01% | −387−12.7% | Reduced |
| Alps Advisors Inc | 2,680 | $364.0K | 0.00% | −124,946−97.9% | Reduced |
| Wambolt & Associates, LLC | 2,715 | $369.0K | 0.13% | +599+28.3% | Added |
| Blueshift Asset Management, LLC | 2,734 | $371.0K | 0.03% | −8,427−75.5% | Reduced |
| Handelsbanken Fonder AB | 2,737 | $372.0K | 0.00% | −5,400−66.4% | Reduced |
| Sterling Manor Financial, LLC | 2,780 | $378.0K | 0.29% | −599−17.7% | Reduced |
| O'Rourke & Company, Inc | 2,782 | $378.0K | 0.25% | +2,782 | New |
| Personal Cfo Solutions, LLC | 2,810 | $382.0K | 0.07% | +46+1.7% | Added |
| Ritholtz Wealth Management | 2,940 | $399.0K | 0.02% | +1,040+54.7% | Added |
| Private Advisor Group, LLC | 2,947 | $400.0K | 0.00% | +2,947 | New |
| Adage Capital Partners GP, L.L.C. | 3,000 | $408.0K | 0.00% | −13,363−81.7% | Reduced |
| Joel Isaacson & Co., LLC | 3,000 | $408.0K | 0.03% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,021 | $410.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3,021 | $410.0K | 0.00% | −22−0.7% | Reduced |
| Pathstone Family Office, LLC | 3,023 | $410.0K | 0.01% | +467+18.3% | Added |
| Bridgefront Capital, LLC | 3,090 | $420.0K | 0.41% | +1,466+90.3% | Added |
| Boenning & Scattergood, Inc. | 3,100 | $421.0K | 0.07% | 00.0% | Unchanged |
| Regions Financial Corp | 3,142 | $427.0K | 0.00% | −45−1.4% | Reduced |
| Boothbay Fund Management, LLC | 3,176 | $431.0K | 0.01% | +3,176 | New |
| IndexIQ Advisors LLC | 3,206 | $436.0K | 0.01% | −207−6.1% | Reduced |
| Park Avenue Securities LLC | 3,268 | $444.0K | 0.01% | +567+21.0% | Added |
| Lingohr & Partner Asset Management GmbH | 3,324 | $453.0K | 1.13% | −76−2.2% | Reduced |
| Securian Asset Management, Inc | 3,456 | $469.0K | 0.01% | −100−2.8% | Reduced |
| Prelude Capital Management, LLC | 3,480 | $473.0K | 0.02% | +3,480 | New |
| ExodusPoint Capital Management, LP | 3,525 | $479.0K | 0.01% | −1,491−29.7% | Reduced |
| Flagship Harbor Advisors, LLC | 3,524 | $479.0K | 0.05% | −620−15.0% | Reduced |
| ProShare Advisors LLC | 3,526 | $479.0K | 0.00% | +780+28.4% | Added |
| Buckhead Capital Management LLC | 3,630 | $493.0K | 0.10% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 3,737 | $508.0K | 0.00% | −1,844−33.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,800 | $516.0K | 0.00% | −1,520−28.6% | Reduced |
| Nisa Investment Advisors, LLC | 4,255 | $531.0K | 0.00% | −24,292−85.1% | Reduced |
| We Are One Seven, LLC | 3,913 | $532.0K | 0.06% | +693+21.5% | Added |
| TownSquare Capital, LLC | 3,922 | $533.0K | 0.01% | +3,922 | New |
| Los Angeles Capital Management LLC | 3,952 | $537.0K | 0.00% | 00.0% | Unchanged |
| Oak Thistle LLC | 3,964 | $538.0K | 0.42% | +3,964 | New |
| Navellier & Associates Inc | 4,066 | $552.0K | 0.08% | +180+4.6% | Added |
| Asset Management One Co.,Ltd. | 4,159 | $568.0K | 0.00% | +4,159 | New |
| HGK Asset Management Inc | 4,191 | $569.0K | 0.18% | −986−19.0% | Reduced |
| Compton Capital Management Inc | 4,200 | $571.0K | 0.15% | 00.0% | Unchanged |
| Origin Asset Management LLP | 4,224 | $573.0K | 0.13% | +2,285+117.8% | Added |
| Xponance, Inc. | 4,322 | $587.0K | 0.01% | −120−2.7% | Reduced |
| Captrust Financial Advisors | 4,451 | $605.0K | 0.00% | −382−7.9% | Reduced |
| Hillsdale Investment Management Inc. | 4,480 | $609.0K | 0.04% | +100+2.3% | Added |
| Squarepoint Ops LLC | 4,495 | $611.0K | 0.00% | −18,419−80.4% | Reduced |
| DuPont Capital Management Corp | 4,595 | $624.0K | 0.02% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,670 | $634.0K | 0.16% | +1,770+61.0% | Added |
| Cornerstone Investment Partners, LLC | 4,697 | $638.0K | 0.04% | +1,785+61.3% | Added |
| Angeles Investment Advisors, LLC | 4,861 | $660.0K | 0.03% | +4,861 | New |
| Dynamic Technology Lab Private Ltd | 4,870 | $662.0K | 0.07% | −6,210−56.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,135 | $698.0K | 0.00% | +868+20.3% | Added |
| Keybank National Association | 5,229 | $710.0K | 0.00% | −3,956−43.1% | Reduced |
| Citadel Advisors LLC | 5,241 | $712.0K | 0.00% | −15,387−74.6% | Reduced |
| LPL Financial LLC | 5,360 | $728.0K | 0.00% | +190+3.7% | Added |
| BCJ Capital Management, LLC | 5,385 | $732.0K | 0.07% | +1,242+30.0% | Added |
| First Hawaiian Bank | 5,419 | $736.0K | 0.02% | −643−10.6% | Reduced |
| Montecito Bank & Trust | 5,456 | $741.0K | 0.13% | +106+2.0% | Added |
| MML Investors Services, LLC | 5,452 | $741.0K | 0.01% | +1,157+26.9% | Added |
| Jefferies Group LLC | 5,492 | $746.1K | 0.01% | +492+9.8% | Added |
| O'Shaughnessy Asset Management, LLC | 5,645 | $767.0K | 0.01% | +1,595+39.4% | Added |
| Deltec Asset Management LLC | 5,760 | $782.0K | 0.13% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6,208 | $843.0K | 0.01% | −136−2.1% | Reduced |
| Public Employees Retirement Association of Colorado | 6,219 | $845.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 6,244 | $848.0K | 0.16% | +790+14.5% | Added |
| Legacy Wealth Asset Management, LLC | 6,288 | $854.0K | 0.29% | +305+5.1% | Added |