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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 25,857 | $3.51M | 0.02% | +24,156+1,420.1% | Added |
| Hussman Strategic Advisors, Inc. | 26,000 | $3.53M | 0.78% | −1,900−6.8% | Reduced |
| BNP Paribas Arbitrage, SA | 27,001 | $3.67M | 0.01% | −24,902−48.0% | Reduced |
| AlphaCrest Capital Management LLC | 27,047 | $3.67M | 0.14% | +14,729+119.6% | Added |
| Brinker Capital Investments, LLC | 27,231 | $3.70M | 0.05% | +5,044+22.7% | Added |
| Wealthspire Advisors, LLC | 27,445 | $3.73M | 0.08% | +27,445 | New |
| Amalgamated Bank | 27,872 | $3.79M | 0.03% | −6,310−18.5% | Reduced |
| Stifel Financial Corp | 28,140 | $3.82M | 0.01% | −537−1.9% | Reduced |
| Texas Permanent School Fund | 28,255 | $3.84M | 0.05% | −1,081−3.7% | Reduced |
| Voya Investment Management LLC | 28,789 | $3.91M | 0.01% | −496−1.7% | Reduced |
| Executive Wealth Management, LLC | 31,022 | $4.21M | 0.42% | +31,022 | New |
| US Bancorp | 31,229 | $4.24M | 0.01% | −380−1.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 31,285 | $4.25M | 0.03% | −28,273−47.5% | Reduced |
| Prudential Financial Inc | 28,297 | $4.28M | 0.01% | −177,631−86.3% | Reduced |
| Employees Retirement System of Texas | 31,500 | $4.28M | 0.05% | 00.0% | Unchanged |
| Duality Advisers, LP | 33,020 | $4.49M | 0.49% | +33,020 | New |
| Segall Bryant & Hamill, LLC | 33,293 | $4.52M | 0.04% | +2,772+9.1% | Added |
| Russell Investments Group, Ltd. | 34,505 | $4.69M | 0.01% | −14,303−29.3% | Reduced |
| Allianz Asset Management GmbH | 34,634 | $4.71M | 0.00% | −108,967−75.9% | Reduced |
| Mutual of America Capital Management LLC | 34,903 | $4.74M | 0.05% | −88−0.3% | Reduced |
| Credit Suisse AG | 35,669 | $4.85M | 0.00% | −5,261−12.9% | Reduced |
| Morse Asset Management, Inc | 35,838 | $4.87M | 1.09% | +3,793+11.8% | Added |
| Barclays PLC | 35,865 | $4.87M | 0.00% | −81,859−69.5% | Reduced |
| Raymond James & Associates | 36,474 | $4.96M | 0.00% | −4,397−10.8% | Reduced |
| Truist Financial Corp | 37,074 | $5.04M | 0.01% | −6,589−15.1% | Reduced |
| Smith Group Asset Management, LLC | 39,000 | $5.30M | 0.24% | +39,000 | New |
| Advisors Asset Management, Inc. | 39,154 | $5.32M | 0.08% | +2,606+7.1% | Added |
| Citigroup Inc | 40,496 | $5.50M | 0.00% | −6,164−13.2% | Reduced |
| Redwood Investment Management, LLC | 43,666 | $5.93M | 0.78% | +35,578+439.9% | Added |
| Manufacturers Life Insurance Company, The | 44,096 | $5.99M | 0.00% | −1,583−3.5% | Reduced |
| South Dakota Investment Council | 44,420 | $6.03M | 0.10% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 45,161 | $6.13M | 0.02% | −315−0.7% | Reduced |
| Full18 Capital LLC | 40,624 | $6.17M | 2.61% | −13,963−25.6% | Reduced |
| Leuthold Group, LLC | 47,515 | $6.46M | 0.76% | −1,117−2.3% | Reduced |
| Two Sigma Advisers, LP | 48,600 | $6.60M | 0.02% | +1,000+2.1% | Added |
| Renaissance Technologies LLC | 49,500 | $6.72M | 0.01% | −7,400−13.0% | Reduced |
| NewEdge Wealth, LLC | 50,769 | $6.90M | 0.29% | +1,297+2.6% | Added |
| Comerica Bank | 60,327 | $7.14M | 0.05% | −2,083−3.3% | Reduced |
| New York State Teachers Retirement System | 53,834 | $7.31M | 0.01% | +4,611+9.4% | Added |
| California State Teachers Retirement System | 54,673 | $7.43M | 0.01% | −12,454−18.6% | Reduced |
| Guggenheim Capital LLC | 56,721 | $7.71M | 0.04% | +13,295+30.6% | Added |
| Cubist Systematic Strategies, LLC | 57,052 | $7.75M | 0.07% | +30,703+116.5% | Added |
| State of Tennessee, Treasury Department | 59,474 | $8.08M | 0.03% | −600−1.0% | Reduced |
| Fisher Asset Management, LLC | 60,024 | $8.15M | 0.00% | +14,689+32.4% | Added |
| State Board of Administration of Florida Retirement System | 61,108 | $8.30M | 0.01% | −77−0.1% | Reduced |
| Ensign Peak Advisors, Inc | 62,719 | $8.52M | 0.02% | +16,825+36.7% | Added |
| Brandywine Global Investment Management, LLC | 63,136 | $8.58M | 0.06% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 63,273 | $8.60M | 0.01% | −160.0% | Reduced |
| Federated Hermes, Inc. | 63,714 | $8.65M | 0.02% | −343−0.5% | Reduced |
| American International Group, Inc. | 65,976 | $8.96M | 0.04% | −2,311−3.4% | Reduced |
| Cookson Peirce & Co Inc | 66,302 | $9.01M | 0.50% | +7,057+11.9% | Added |
| Assetmark, Inc | 67,143 | $9.12M | 0.04% | +65,221+3,393.4% | Added |
| Artemis Investment Management LLP | 69,138 | $9.38M | 0.07% | −2,492−3.5% | Reduced |
| Venturi Wealth Management, LLC | 69,069 | $9.38M | 0.71% | +1,209+1.8% | Added |
| Eaton Vance Management | 70,458 | $9.57M | 0.01% | +40.0% | Added |
| Victory Capital Management Inc | 70,591 | $9.59M | 0.01% | +16,811+31.3% | Added |
| Nordea Investment Management AB | 73,076 | $9.92M | 0.01% | −853−1.2% | Reduced |
| Massachusetts Financial Services Co | 73,273 | $9.95M | 0.00% | −15,970−17.9% | Reduced |
| SEI Investments Co | 76,337 | $10.3M | 0.02% | −413−0.5% | Reduced |
| Martingale Asset Management L P | 84,174 | $11.4M | 0.15% | +39,658+89.1% | Added |
| American Century Companies Inc | 85,478 | $11.6M | 0.01% | −5,360−5.9% | Reduced |
| Alliancebernstein L.P. | 86,742 | $11.8M | 0.00% | −640−0.7% | Reduced |
| Swiss National Bank | 87,300 | $11.9M | 0.01% | −3,100−3.4% | Reduced |
| Legal & General Group Plc | 87,387 | $11.9M | 0.00% | −234−0.3% | Reduced |
| First Republic Investment Management, Inc. | 89,259 | $12.1M | 0.03% | +8,422+10.4% | Added |
| California Public Employees Retirement System | 89,473 | $12.2M | 0.01% | −6,772−7.0% | Reduced |
| Primecap Management Co | 90,400 | $12.3M | 0.01% | +90,400 | New |
| CCM Investment Advisers LLC | 91,020 | $12.4M | 1.50% | +6,065+7.1% | Added |
| Moody Aldrich Partners LLC | 96,122 | $13.1M | 1.82% | −16,077−14.3% | Reduced |
| Fort Washington Investment Advisors Inc | 96,962 | $13.2M | 0.08% | +13,710+16.5% | Added |
| UBS Group AG | 99,219 | $13.5M | 0.01% | −12,923−11.5% | Reduced |
| Envestnet Asset Management Inc | 99,328 | $13.5M | 0.01% | +6,611+7.1% | Added |
| Hillcrest Asset Management LLC | 99,534 | $13.5M | 2.06% | −14,440−12.7% | Reduced |
| Rhumbline Advisers | 101,595 | $13.8M | 0.02% | −900−0.9% | Reduced |
| Voloridge Investment Management, LLC | 105,429 | $14.3M | 0.08% | +6,600+6.7% | Added |
| Peregrine Capital Management LLC | 107,311 | $14.6M | 0.29% | −8,518−7.4% | Reduced |
| Richard C. Young & CO., LTD. | 122,864 | $16.7M | 2.10% | −2,646−2.1% | Reduced |
| Paralel Advisors LLC | 125,000 | $17.0M | 0.98% | +125,000 | New |
| Panagora Asset Management Inc | 127,474 | $17.3M | 0.09% | +123,988+3,556.7% | Added |
| Retirement Systems of Alabama | 131,875 | $17.9M | 0.06% | −5,354−3.9% | Reduced |
| AXA S.A. | 135,100 | $18.4M | 0.05% | +54,200+67.0% | Added |
| Ziegler Capital Management, LLC | 136,648 | $18.5M | 0.66% | −2,950−2.1% | Reduced |
| Royce & Associates LP | 136,829 | $18.6M | 0.14% | −11,985−8.1% | Reduced |
| Macquarie Group Ltd | 138,958 | $18.9M | 0.02% | +114,728+473.5% | Added |
| Marshall Wace, LLP | 140,423 | $19.1M | 0.04% | +133,339+1,882.3% | Added |
| FIL Ltd | 144,058 | $19.6M | 0.02% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 149,687 | $20.3M | 0.16% | +110,289+279.9% | Added |
| Parametric Portfolio Associates LLC | 153,052 | $20.8M | 0.01% | +4,387+3.0% | Added |
| State of Wisconsin Investment Board | 153,553 | $20.9M | 0.04% | −5,198−3.3% | Reduced |
| Boston Trust Walden Corp | 168,134 | $22.8M | 0.18% | +37,817+29.0% | Added |
| Principal Financial Group Inc | 169,666 | $23.0M | 0.01% | −98,055−36.6% | Reduced |
| Schroder Investment Management Group | 170,749 | $23.2M | 0.03% | +67,782+65.8% | Added |
| Wedge Capital Management L L P | 172,666 | $23.5M | 0.29% | −18,681−9.8% | Reduced |
| UBS Asset Management Americas Inc | 175,952 | $23.9M | 0.01% | +7,684+4.6% | Added |
| Glenmede Trust Co NA | 177,230 | $24.1M | 0.11% | −695−0.4% | Reduced |
| Wellington Management Group LLP | 183,489 | $24.9M | 0.00% | −16,198−8.1% | Reduced |
| Royal Bank of Canada | 185,863 | $25.3M | 0.01% | +823+0.4% | Added |
| Ameriprise Financial Inc | 192,460 | $26.1M | 0.01% | +74,247+62.8% | Added |
| Great Lakes Advisors, LLC | 208,380 | $28.3M | 0.43% | −4,283−2.0% | Reduced |
| Bernzott Capital Advisors | 210,319 | $28.6M | 2.47% | −73,895−26.0% | Reduced |