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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 53,834 | $7.31M | 0.01% | +4,611+9.4% | Added |
| Comerica Bank | 60,327 | $7.14M | 0.05% | −2,083−3.3% | Reduced |
| NewEdge Wealth, LLC | 50,769 | $6.90M | 0.29% | +1,297+2.6% | Added |
| Renaissance Technologies LLC | 49,500 | $6.72M | 0.01% | −7,400−13.0% | Reduced |
| Two Sigma Advisers, LP | 48,600 | $6.60M | 0.02% | +1,000+2.1% | Added |
| Leuthold Group, LLC | 47,515 | $6.46M | 0.76% | −1,117−2.3% | Reduced |
| Full18 Capital LLC | 40,624 | $6.17M | 2.61% | −13,963−25.6% | Reduced |
| Public Employees Retirement System of Ohio | 45,161 | $6.13M | 0.02% | −315−0.7% | Reduced |
| South Dakota Investment Council | 44,420 | $6.03M | 0.10% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 44,096 | $5.99M | 0.00% | −1,583−3.5% | Reduced |
| Redwood Investment Management, LLC | 43,666 | $5.93M | 0.78% | +35,578+439.9% | Added |
| Citigroup Inc | 40,496 | $5.50M | 0.00% | −6,164−13.2% | Reduced |
| Advisors Asset Management, Inc. | 39,154 | $5.32M | 0.08% | +2,606+7.1% | Added |
| Smith Group Asset Management, LLC | 39,000 | $5.30M | 0.24% | +39,000 | New |
| Truist Financial Corp | 37,074 | $5.04M | 0.01% | −6,589−15.1% | Reduced |
| Raymond James & Associates | 36,474 | $4.96M | 0.00% | −4,397−10.8% | Reduced |
| Barclays PLC | 35,865 | $4.87M | 0.00% | −81,859−69.5% | Reduced |
| Morse Asset Management, Inc | 35,838 | $4.87M | 1.09% | +3,793+11.8% | Added |
| Credit Suisse AG | 35,669 | $4.85M | 0.00% | −5,261−12.9% | Reduced |
| Mutual of America Capital Management LLC | 34,903 | $4.74M | 0.05% | −88−0.3% | Reduced |
| Allianz Asset Management GmbH | 34,634 | $4.71M | 0.00% | −108,967−75.9% | Reduced |
| Russell Investments Group, Ltd. | 34,505 | $4.69M | 0.01% | −14,303−29.3% | Reduced |
| Segall Bryant & Hamill, LLC | 33,293 | $4.52M | 0.04% | +2,772+9.1% | Added |
| Duality Advisers, LP | 33,020 | $4.49M | 0.49% | +33,020 | New |
| Employees Retirement System of Texas | 31,500 | $4.28M | 0.05% | 00.0% | Unchanged |
| Prudential Financial Inc | 28,297 | $4.28M | 0.01% | −177,631−86.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 31,285 | $4.25M | 0.03% | −28,273−47.5% | Reduced |
| US Bancorp | 31,229 | $4.24M | 0.01% | −380−1.2% | Reduced |
| Executive Wealth Management, LLC | 31,022 | $4.21M | 0.42% | +31,022 | New |
| Voya Investment Management LLC | 28,789 | $3.91M | 0.01% | −496−1.7% | Reduced |
| Texas Permanent School Fund | 28,255 | $3.84M | 0.05% | −1,081−3.7% | Reduced |
| Stifel Financial Corp | 28,140 | $3.82M | 0.01% | −537−1.9% | Reduced |
| Amalgamated Bank | 27,872 | $3.79M | 0.03% | −6,310−18.5% | Reduced |
| Wealthspire Advisors, LLC | 27,445 | $3.73M | 0.08% | +27,445 | New |
| Brinker Capital Investments, LLC | 27,231 | $3.70M | 0.05% | +5,044+22.7% | Added |
| AlphaCrest Capital Management LLC | 27,047 | $3.67M | 0.14% | +14,729+119.6% | Added |
| BNP Paribas Arbitrage, SA | 27,001 | $3.67M | 0.01% | −24,902−48.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 26,000 | $3.53M | 0.78% | −1,900−6.8% | Reduced |
| SG Americas Securities, LLC | 25,857 | $3.51M | 0.02% | +24,156+1,420.1% | Added |
| Sarasin & Partners LLP | 25,000 | $3.40M | 0.03% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 24,085 | $3.27M | 0.43% | +24,085 | New |
| D. E. Shaw & Co., Inc. | 22,791 | $3.10M | 0.00% | −47,932−67.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 22,682 | $3.08M | 0.12% | −657−2.8% | Reduced |
| Zacks Investment Management | 22,654 | $3.08M | 0.04% | +605+2.7% | Added |
| Capitolis Advisors LLC | 22,487 | $3.06M | 0.02% | +22,487 | New |
| Yousif Capital Management, LLC | 22,354 | $3.04M | 0.03% | +22,354 | New |
| Bokf, NA | 22,335 | $3.03M | 0.05% | +404+1.8% | Added |
| Verition Fund Management LLC | 21,760 | $2.96M | 0.04% | +3,052+16.3% | Added |
| Great West Life Assurance Co | 21,102 | $2.86M | 0.01% | +1,227+6.2% | Added |
| State of New Jersey Common Pension Fund D | 20,987 | $2.85M | 0.01% | −1,124−5.1% | Reduced |
| Donoghue Forlines LLC | 20,701 | $2.81M | 0.48% | −934−4.3% | Reduced |
| Tudor Investment Corp Et Al | 20,530 | $2.79M | 0.05% | +312+1.5% | Added |
| IFP Advisors, Inc | 20,547 | $2.79M | 0.05% | −248−1.2% | Reduced |
| Verdence Capital Advisors LLC | 20,437 | $2.78M | 0.33% | +481+2.4% | Added |
| Rafferty Asset Management, LLC | 20,098 | $2.73M | 0.01% | +1,506+8.1% | Added |
| Advisor Group Holdings, Inc. | 19,395 | $2.64M | 0.00% | +7,738+66.4% | Added |
| MetLife Investment Management | 18,909 | $2.57M | 0.02% | −143−0.8% | Reduced |
| Mastrapasqua Asset Management Inc | 18,595 | $2.53M | 0.25% | −40−0.2% | Reduced |
| Brookfield Asset Management Inc. | 18,058 | $2.45M | 0.01% | +18,058 | New |
| Thrivent Financial for Lutherans | 17,668 | $2.40M | 0.00% | −92,209−83.9% | Reduced |
| Aviva PLC | 17,367 | $2.36M | 0.01% | +5,067+41.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 16,825 | $2.29M | 0.17% | −575−3.3% | Reduced |
| Alaska Permanent Fund Corp | 17,800 | $2.22M | 0.04% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 16,122 | $2.19M | 0.06% | +788+5.1% | Added |
| Nations Financial Group Inc, | 15,969 | $2.17M | 0.29% | +532+3.4% | Added |
| State of Alaska, Department of Revenue | 15,021 | $2.04M | 0.02% | +5,243+53.6% | Added |
| Harbor Advisors LLC | 15,000 | $2.04M | 0.38% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 14,186 | $1.93M | 0.00% | +11,946+533.3% | Added |
| Advisor Resource Council | 14,057 | $1.91M | 0.15% | +8,446+150.5% | Added |
| Covington Capital Management | 13,825 | $1.88M | 0.06% | 00.0% | Unchanged |
| 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 |
| Winton Group Ltd | 13,613 | $1.85M | 0.11% | +4,272+45.7% | Added |
| APG Asset Management N.V. | 15,160 | $1.81M | 0.00% | −6,600−30.3% | Reduced |
| Flputnam Investment Management Co | 13,018 | $1.77M | 0.05% | +235+1.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,937 | $1.76M | 0.02% | −165−1.3% | Reduced |
| Oregon Public Employees Retirement Fund | 12,879 | $1.75M | 0.02% | −916−6.6% | Reduced |
| Toroso Investments, LLC | 12,478 | $1.70M | 0.05% | +2,026+19.4% | Added |
| Hohimer Wealth Management, LLC | 12,095 | $1.64M | 0.35% | −1,892−13.5% | Reduced |
| Engineers Gate Manager LP | 12,056 | $1.64M | 0.07% | +12,056 | New |
| Advisors Capital Management, LLC | 12,035 | $1.64M | 0.04% | +4,656+63.1% | Added |
| Washington Trust Advisors, Inc. | 11,850 | $1.61M | 0.11% | +11,850 | New |
| Janney Montgomery Scott LLC | 11,709 | $1.59M | 0.01% | −63−0.5% | Reduced |
| Essex Investment Management Co LLC | 11,667 | $1.58M | 0.18% | −126−1.1% | Reduced |
| HSBC Holdings PLC | 11,592 | $1.58M | 0.00% | −182−1.5% | Reduced |
| Gotham Asset Management, LLC | 11,220 | $1.52M | 0.05% | +3,318+42.0% | Added |
| Rocky Mountain Advisers, LLC | 10,950 | $1.49M | 1.69% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 10,801 | $1.47M | 0.00% | −1,283−10.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,787 | $1.47M | 0.00% | +491+4.8% | Added |
| Fifth Third Bancorp | 10,706 | $1.45M | 0.01% | +362+3.5% | Added |
| Arizona State Retirement System | 10,674 | $1.45M | 0.01% | −480−4.3% | Reduced |
| DekaBank Deutsche Girozentrale | 10,540 | $1.44M | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,505 | $1.43M | 0.05% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 10,417 | $1.42M | 0.19% | −21,792−67.7% | Reduced |
| Monument Capital Management | 10,357 | $1.41M | 0.44% | −4,740−31.4% | Reduced |
| O'Shares Investment Advisers, LLC | 10,250 | $1.39M | 0.10% | +313+3.1% | Added |
| Cornercap Investment Counsel Inc | 10,009 | $1.36M | 0.20% | −450−4.3% | Reduced |
| 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 |
| State of Michigan Retirement System | 9,914 | $1.35M | 0.01% | 00.0% | Unchanged |