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 |
|---|---|---|---|---|---|
| Virginia Retirement Systems Et Al | 216,900 | $29.5M | 0.27% | +195,000+890.4% | Added |
| Ariel Investments, LLC | 217,052 | $29.5M | 0.25% | −22,346−9.3% | Reduced |
| Aristotle Capital Boston, LLC | 221,315 | $30.1M | 0.70% | −5,427−2.4% | Reduced |
| AQR Capital Management LLC | 227,562 | $30.9M | 0.06% | +43,712+23.8% | Added |
| Allspring Global Investments Holdings, LLC | 235,823 | $32.0M | 0.04% | +235,823 | New |
| Clark Capital Management Group, Inc. | 241,342 | $32.8M | 0.40% | +12,791+5.6% | Added |
| Scout Investments, Inc. | 248,686 | $33.8M | 0.49% | −186,140−42.8% | Reduced |
| Nuveen Asset Management, LLC | 249,888 | $33.9M | 0.01% | −86,513−25.7% | Reduced |
| First Trust Advisors LP | 255,613 | $34.7M | 0.03% | +121,152+90.1% | Added |
| Wells Fargo & Company | 258,261 | $35.1M | 0.01% | −308,556−54.4% | Reduced |
| Granite Investment Partners, LLC | 279,893 | $38.0M | 1.11% | +13,383+5.0% | Added |
| Frontier Capital Management Co LLC | 298,699 | $40.6M | 0.32% | −18,014−5.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 303,864 | $41.3M | 0.24% | +42,752+16.4% | Added |
| Bank of America Corp | 305,819 | $41.5M | 0.00% | +45,291+17.4% | Added |
| Nitorum Capital, L.P. | 314,500 | $42.7M | 2.00% | +13,600+4.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 315,177 | $42.8M | 0.13% | −113,580−26.5% | Reduced |
| Deutsche Bank AG | 318,167 | $43.2M | 0.02% | +302,865+1,979.3% | Added |
| Man Group plc | 323,255 | $43.9M | 0.14% | +93,673+40.8% | Added |
| Ceredex Value Advisors LLC | 326,727 | $44.4M | 0.48% | −84,089−20.5% | Reduced |
| Copeland Capital Management, LLC | 358,872 | $48.8M | 1.27% | +81,788+29.5% | Added |
| Norges Bank | 363,805 | $49.4M | 0.01% | −122,154−25.1% | Reduced |
| TimesSquare Capital Management, LLC | 379,255 | $51.5M | 0.46% | +74,480+24.4% | Added |
| Franklin Resources Inc | 383,187 | $52.1M | 0.02% | +27,048+7.6% | Added |
| Bahl & Gaynor Inc | 392,532 | $53.3M | 0.30% | +11,981+3.1% | Added |
| Northern Trust Corp | 429,780 | $58.4M | 0.01% | +1,097+0.3% | Added |
| Boston Partners | 560,489 | $76.3M | 0.09% | −5,041−0.9% | Reduced |
| Geode Capital Management, LLC | 574,856 | $78.1M | 0.01% | +3,760+0.7% | Added |
| Bank of New York Mellon Corp | 596,670 | $81.1M | 0.01% | −13,102−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 636,177 | $86.4M | 0.03% | −9,228−1.4% | Reduced |
| Invesco Ltd. | 671,612 | $91.2M | 0.02% | +111,315+19.9% | Added |
| Morgan Stanley | 769,931 | $104.6M | 0.01% | +15,442+2.0% | Added |
| Millennium Management LLC | 858,511 | $116.6M | 0.13% | +135,959+18.8% | Added |
| Dimensional Fund Advisors LP | 868,476 | $118.0M | 0.04% | −29,809−3.3% | Reduced |
| Goldman Sachs Group Inc | 1,036,691 | $140.8M | 0.03% | −6,531−0.6% | Reduced |
| State Street Corp | 1,067,375 | $145.0M | 0.01% | +29,773+2.9% | Added |
| Lord, Abbett & Co. LLC | 1,078,753 | $146.5M | 0.33% | +583,769+117.9% | Added |
| JPMorgan Chase & Co | 1,212,030 | $164.7M | 0.02% | −372,813−23.5% | Reduced |
| BlackRock Inc. | 3,434,997 | $466.6M | 0.01% | +9,617+0.3% | Added |
| Vanguard Group Inc | 3,765,348 | $511.5M | 0.01% | +61,251+1.7% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −404,000−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −242,487−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −97,016−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −69,714−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −65,800−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −65,518−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −42,300−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −37,328−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −22,392−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −20,539−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −18,636−100.0% | Sold out |
| Castellan Group, LLC | 0 | $0 | 0.00% | −16,150−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −15,744−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −12,607−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −11,898−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −9,682−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −8,164−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −7,930−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,190−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −4,950−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −4,528−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −3,874−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −3,243−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −2,316−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −1,937−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −2,105−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −2,006−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −1,433−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,353−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Marshall Wace Asia Ltd | – | – | – | – | Not filed |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| First Mercantile Trust Co | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |