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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 6,300 | $856.0K | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 6,405 | $870.0K | 0.01% | +4,884+321.1% | Added |
| Cim, LLC | 7,419 | $878.0K | 0.16% | −1,129−13.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,468 | $879.0K | 0.02% | −83−1.3% | Reduced |
| Sit Investment Associates Inc | 6,475 | $880.0K | 0.02% | +1,275+24.5% | Added |
| BancorpSouth Bank | 6,596 | $896.0K | 0.11% | −3,449−34.3% | Reduced |
| Kendall Capital Management | 6,710 | $912.0K | 0.43% | +1,340+25.0% | Added |
| Shell Asset Management Co | 6,815 | $926.0K | 0.02% | +36+0.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 6,861 | $932.0K | 0.00% | −185−2.6% | Reduced |
| Picton Mahoney Asset Management | 6,915 | $940.0K | 0.03% | −3,495−33.6% | Reduced |
| Metropolitan Life Insurance Co | 6,963 | $945.9K | 0.01% | −259−3.6% | Reduced |
| Globeflex Capital L P | 7,085 | $962.0K | 0.20% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 7,160 | $973.0K | 0.01% | −666−8.5% | Reduced |
| CWM Advisors, LLC | 7,189 | $977.0K | 0.11% | −2,807−28.1% | Reduced |
| Prescott Group Capital Management, L.L.C. | 7,282 | $989.0K | 0.22% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 7,437 | $1.01M | 0.01% | −33,190−81.7% | Reduced |
| Paloma Partners Management Co | 7,471 | $1.01M | 0.03% | +3,938+111.5% | Added |
| Bank of Montreal | 7,474 | $1.03M | 0.00% | −130,418−94.6% | Reduced |
| Teacher Retirement System of Texas | 7,633 | $1.04M | 0.00% | +994+15.0% | Added |
| Neuberger Berman Group LLC | 8,005 | $1.08M | 0.00% | +2,576+47.4% | Added |
| Bank of Nova Scotia | 8,000 | $1.09M | 0.00% | +8,000 | New |
| Raymond James Financial Services Advisors, Inc. | 8,017 | $1.09M | 0.00% | +904+12.7% | Added |
| Pinebridge Investments, L.P. | 8,183 | $1.11M | 0.01% | −111−1.3% | Reduced |
| Campbell Newman Asset Management Inc | 8,350 | $1.13M | 0.10% | +222+2.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 8,401 | $1.14M | 0.06% | −610−6.8% | Reduced |
| Capital Impact Advisors, LLC | 8,567 | $1.16M | 0.80% | −100−1.2% | Reduced |
| New Mexico Educational Retirement Board | 8,700 | $1.18M | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 8,704 | $1.18M | 0.00% | +5,292+155.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 8,801 | $1.20M | 0.00% | −15,630−64.0% | Reduced |
| James Investment Research Inc | 8,850 | $1.20M | 0.11% | −1,500−14.5% | Reduced |
| Pearl River Capital, LLC | 9,093 | $1.24M | 0.33% | +3,344+58.2% | Added |
| Crossmark Global Holdings, Inc. | 9,300 | $1.26M | 0.03% | +5,810+166.5% | Added |
| NN Investment Partners Holdings N.V. | 9,365 | $1.27M | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 9,532 | $1.29M | 0.00% | +9,532 | New |
| Bridge City Capital, LLC | 9,568 | $1.30M | 0.54% | 00.0% | Unchanged |
| Magnetar Financial LLC | 9,592 | $1.30M | 0.01% | +9,592 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 9,613 | $1.31M | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 9,877 | $1.34M | 0.00% | +3,913+65.6% | Added |
| Caldwell Investment Management Ltd. | 9,850 | $1.34M | 1.05% | +9,850 | New |
| State of Michigan Retirement System | 9,914 | $1.35M | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 10,000 | $1.36M | 0.03% | −100−1.0% | Reduced |
| Vantis Investment Advisers L.P. | 10,000 | $1.36M | 1.41% | +10,000 | New |
| Cornercap Investment Counsel Inc | 10,009 | $1.36M | 0.20% | −450−4.3% | Reduced |
| O'Shares Investment Advisers, LLC | 10,250 | $1.39M | 0.10% | +313+3.1% | Added |
| Monument Capital Management | 10,357 | $1.41M | 0.44% | −4,740−31.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 10,417 | $1.42M | 0.19% | −21,792−67.7% | Reduced |
| Ameritas Investment Partners, Inc. | 10,505 | $1.43M | 0.05% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 10,540 | $1.44M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,674 | $1.45M | 0.01% | −480−4.3% | Reduced |
| Fifth Third Bancorp | 10,706 | $1.45M | 0.01% | +362+3.5% | Added |
| Northwestern Mutual Wealth Management Co | 10,787 | $1.47M | 0.00% | +491+4.8% | Added |
| Price T Rowe Associates Inc | 10,801 | $1.47M | 0.00% | −1,283−10.6% | Reduced |
| Rocky Mountain Advisers, LLC | 10,950 | $1.49M | 1.69% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 11,220 | $1.52M | 0.05% | +3,318+42.0% | Added |
| HSBC Holdings PLC | 11,592 | $1.58M | 0.00% | −182−1.5% | Reduced |
| Essex Investment Management Co LLC | 11,667 | $1.58M | 0.18% | −126−1.1% | Reduced |
| Janney Montgomery Scott LLC | 11,709 | $1.59M | 0.01% | −63−0.5% | Reduced |
| Washington Trust Advisors, Inc. | 11,850 | $1.61M | 0.11% | +11,850 | New |
| Advisors Capital Management, LLC | 12,035 | $1.64M | 0.04% | +4,656+63.1% | Added |
| Engineers Gate Manager LP | 12,056 | $1.64M | 0.07% | +12,056 | New |
| Hohimer Wealth Management, LLC | 12,095 | $1.64M | 0.35% | −1,892−13.5% | Reduced |
| Toroso Investments, LLC | 12,478 | $1.70M | 0.05% | +2,026+19.4% | Added |
| Oregon Public Employees Retirement Fund | 12,879 | $1.75M | 0.02% | −916−6.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,937 | $1.76M | 0.02% | −165−1.3% | Reduced |
| Flputnam Investment Management Co | 13,018 | $1.77M | 0.05% | +235+1.8% | Added |
| APG Asset Management N.V. | 15,160 | $1.81M | 0.00% | −6,600−30.3% | Reduced |
| Winton Group Ltd | 13,613 | $1.85M | 0.11% | +4,272+45.7% | Added |
| TCW Group Inc | 13,808 | $1.88M | 0.02% | −1,219−8.1% | Reduced |
| Treasurer of the State of North Carolina | 13,810 | $1.88M | 0.01% | −130−0.9% | Reduced |
| Covington Capital Management | 13,825 | $1.88M | 0.06% | 00.0% | Unchanged |
| Advisor Resource Council | 14,057 | $1.91M | 0.15% | +8,446+150.5% | Added |
| Mackenzie Financial Corp | 14,186 | $1.93M | 0.00% | +11,946+533.3% | Added |
| Harbor Advisors LLC | 15,000 | $2.04M | 0.38% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 15,021 | $2.04M | 0.02% | +5,243+53.6% | Added |
| Nations Financial Group Inc, | 15,969 | $2.17M | 0.29% | +532+3.4% | Added |
| Vident Investment Advisory, LLC | 16,122 | $2.19M | 0.06% | +788+5.1% | Added |
| Alaska Permanent Fund Corp | 17,800 | $2.22M | 0.04% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 16,825 | $2.29M | 0.17% | −575−3.3% | Reduced |
| Aviva PLC | 17,367 | $2.36M | 0.01% | +5,067+41.2% | Added |
| Thrivent Financial for Lutherans | 17,668 | $2.40M | 0.00% | −92,209−83.9% | Reduced |
| Brookfield Asset Management Inc. | 18,058 | $2.45M | 0.01% | +18,058 | New |
| Mastrapasqua Asset Management Inc | 18,595 | $2.53M | 0.25% | −40−0.2% | Reduced |
| MetLife Investment Management | 18,909 | $2.57M | 0.02% | −143−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 19,395 | $2.64M | 0.00% | +7,738+66.4% | Added |
| Rafferty Asset Management, LLC | 20,098 | $2.73M | 0.01% | +1,506+8.1% | Added |
| Verdence Capital Advisors LLC | 20,437 | $2.78M | 0.33% | +481+2.4% | Added |
| IFP Advisors, Inc | 20,547 | $2.79M | 0.05% | −248−1.2% | Reduced |
| Tudor Investment Corp Et Al | 20,530 | $2.79M | 0.05% | +312+1.5% | Added |
| Donoghue Forlines LLC | 20,701 | $2.81M | 0.48% | −934−4.3% | Reduced |
| State of New Jersey Common Pension Fund D | 20,987 | $2.85M | 0.01% | −1,124−5.1% | Reduced |
| Great West Life Assurance Co | 21,102 | $2.86M | 0.01% | +1,227+6.2% | Added |
| Verition Fund Management LLC | 21,760 | $2.96M | 0.04% | +3,052+16.3% | Added |
| Bokf, NA | 22,335 | $3.03M | 0.05% | +404+1.8% | Added |
| Yousif Capital Management, LLC | 22,354 | $3.04M | 0.03% | +22,354 | New |
| Capitolis Advisors LLC | 22,487 | $3.06M | 0.02% | +22,487 | New |
| Zacks Investment Management | 22,654 | $3.08M | 0.04% | +605+2.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 22,682 | $3.08M | 0.12% | −657−2.8% | Reduced |
| D. E. Shaw & Co., Inc. | 22,791 | $3.10M | 0.00% | −47,932−67.8% | Reduced |
| EFG Asset Management (North America) Corp. | 24,085 | $3.27M | 0.43% | +24,085 | New |
| Sarasin & Partners LLP | 25,000 | $3.40M | 0.03% | 00.0% | Unchanged |