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 |
|---|---|---|---|---|---|
| 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 |
| Bank Julius Baer & Co. Ltd, Zurich | 9,613 | $1.31M | 0.01% | 00.0% | Unchanged |
| Magnetar Financial LLC | 9,592 | $1.30M | 0.01% | +9,592 | New |
| Bridge City Capital, LLC | 9,568 | $1.30M | 0.54% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 9,532 | $1.29M | 0.00% | +9,532 | New |
| NN Investment Partners Holdings N.V. | 9,365 | $1.27M | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 9,300 | $1.26M | 0.03% | +5,810+166.5% | Added |
| Pearl River Capital, LLC | 9,093 | $1.24M | 0.33% | +3,344+58.2% | Added |
| James Investment Research Inc | 8,850 | $1.20M | 0.11% | −1,500−14.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 8,801 | $1.20M | 0.00% | −15,630−64.0% | Reduced |
| Susquehanna International Group, LLP | 8,704 | $1.18M | 0.00% | +5,292+155.1% | Added |
| New Mexico Educational Retirement Board | 8,700 | $1.18M | 0.04% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 8,567 | $1.16M | 0.80% | −100−1.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,401 | $1.14M | 0.06% | −610−6.8% | Reduced |
| Campbell Newman Asset Management Inc | 8,350 | $1.13M | 0.10% | +222+2.7% | Added |
| Pinebridge Investments, L.P. | 8,183 | $1.11M | 0.01% | −111−1.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,017 | $1.09M | 0.00% | +904+12.7% | Added |
| Bank of Nova Scotia | 8,000 | $1.09M | 0.00% | +8,000 | New |
| Neuberger Berman Group LLC | 8,005 | $1.08M | 0.00% | +2,576+47.4% | Added |
| Teacher Retirement System of Texas | 7,633 | $1.04M | 0.00% | +994+15.0% | Added |
| Bank of Montreal | 7,474 | $1.03M | 0.00% | −130,418−94.6% | Reduced |
| Paloma Partners Management Co | 7,471 | $1.01M | 0.03% | +3,938+111.5% | Added |
| Schonfeld Strategic Advisors LLC | 7,437 | $1.01M | 0.01% | −33,190−81.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 7,282 | $989.0K | 0.22% | 00.0% | Unchanged |
| CWM Advisors, LLC | 7,189 | $977.0K | 0.11% | −2,807−28.1% | Reduced |
| Mercer Global Advisors Inc | 7,160 | $973.0K | 0.01% | −666−8.5% | Reduced |
| Globeflex Capital L P | 7,085 | $962.0K | 0.20% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 6,963 | $945.9K | 0.01% | −259−3.6% | Reduced |
| Picton Mahoney Asset Management | 6,915 | $940.0K | 0.03% | −3,495−33.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 6,861 | $932.0K | 0.00% | −185−2.6% | Reduced |
| Shell Asset Management Co | 6,815 | $926.0K | 0.02% | +36+0.5% | Added |
| Kendall Capital Management | 6,710 | $912.0K | 0.43% | +1,340+25.0% | Added |
| BancorpSouth Bank | 6,596 | $896.0K | 0.11% | −3,449−34.3% | Reduced |
| Sit Investment Associates Inc | 6,475 | $880.0K | 0.02% | +1,275+24.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,468 | $879.0K | 0.02% | −83−1.3% | Reduced |
| Cim, LLC | 7,419 | $878.0K | 0.16% | −1,129−13.2% | Reduced |
| Prudential PLC | 6,405 | $870.0K | 0.01% | +4,884+321.1% | Added |
| Teachers Retirement System of the State of Kentucky | 6,300 | $856.0K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 6,288 | $854.0K | 0.29% | +305+5.1% | Added |
| Valley National Advisers Inc | 6,244 | $848.0K | 0.16% | +790+14.5% | Added |
| Public Employees Retirement Association of Colorado | 6,219 | $845.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6,208 | $843.0K | 0.01% | −136−2.1% | Reduced |
| Deltec Asset Management LLC | 5,760 | $782.0K | 0.13% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,645 | $767.0K | 0.01% | +1,595+39.4% | Added |
| Jefferies Group LLC | 5,492 | $746.1K | 0.01% | +492+9.8% | Added |
| 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 |
| First Hawaiian Bank | 5,419 | $736.0K | 0.02% | −643−10.6% | Reduced |
| BCJ Capital Management, LLC | 5,385 | $732.0K | 0.07% | +1,242+30.0% | Added |
| LPL Financial LLC | 5,360 | $728.0K | 0.00% | +190+3.7% | Added |
| Citadel Advisors LLC | 5,241 | $712.0K | 0.00% | −15,387−74.6% | Reduced |
| Keybank National Association | 5,229 | $710.0K | 0.00% | −3,956−43.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,135 | $698.0K | 0.00% | +868+20.3% | Added |
| Dynamic Technology Lab Private Ltd | 4,870 | $662.0K | 0.07% | −6,210−56.0% | Reduced |
| Angeles Investment Advisors, LLC | 4,861 | $660.0K | 0.03% | +4,861 | New |
| Cornerstone Investment Partners, LLC | 4,697 | $638.0K | 0.04% | +1,785+61.3% | Added |
| Radnor Capital Management, LLC | 4,670 | $634.0K | 0.16% | +1,770+61.0% | Added |
| DuPont Capital Management Corp | 4,595 | $624.0K | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 4,495 | $611.0K | 0.00% | −18,419−80.4% | Reduced |
| Hillsdale Investment Management Inc. | 4,480 | $609.0K | 0.04% | +100+2.3% | Added |
| Captrust Financial Advisors | 4,451 | $605.0K | 0.00% | −382−7.9% | Reduced |
| Xponance, Inc. | 4,322 | $587.0K | 0.01% | −120−2.7% | Reduced |
| Origin Asset Management LLP | 4,224 | $573.0K | 0.13% | +2,285+117.8% | Added |
| Compton Capital Management Inc | 4,200 | $571.0K | 0.15% | 00.0% | Unchanged |
| HGK Asset Management Inc | 4,191 | $569.0K | 0.18% | −986−19.0% | Reduced |
| Asset Management One Co.,Ltd. | 4,159 | $568.0K | 0.00% | +4,159 | New |
| Navellier & Associates Inc | 4,066 | $552.0K | 0.08% | +180+4.6% | Added |
| Oak Thistle LLC | 3,964 | $538.0K | 0.42% | +3,964 | New |
| Los Angeles Capital Management LLC | 3,952 | $537.0K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 3,922 | $533.0K | 0.01% | +3,922 | New |
| We Are One Seven, LLC | 3,913 | $532.0K | 0.06% | +693+21.5% | Added |
| Nisa Investment Advisors, LLC | 4,255 | $531.0K | 0.00% | −24,292−85.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,800 | $516.0K | 0.00% | −1,520−28.6% | Reduced |
| TD Ameritrade Investment Management, LLC | 3,737 | $508.0K | 0.00% | −1,844−33.0% | Reduced |
| Buckhead Capital Management LLC | 3,630 | $493.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| Prelude Capital Management, LLC | 3,480 | $473.0K | 0.02% | +3,480 | New |
| Securian Asset Management, Inc | 3,456 | $469.0K | 0.01% | −100−2.8% | Reduced |
| Lingohr & Partner Asset Management GmbH | 3,324 | $453.0K | 1.13% | −76−2.2% | Reduced |
| Park Avenue Securities LLC | 3,268 | $444.0K | 0.01% | +567+21.0% | Added |
| IndexIQ Advisors LLC | 3,206 | $436.0K | 0.01% | −207−6.1% | Reduced |
| Boothbay Fund Management, LLC | 3,176 | $431.0K | 0.01% | +3,176 | New |
| Regions Financial Corp | 3,142 | $427.0K | 0.00% | −45−1.4% | Reduced |
| Boenning & Scattergood, Inc. | 3,100 | $421.0K | 0.07% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 3,090 | $420.0K | 0.41% | +1,466+90.3% | Added |
| 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 |
| 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 |
| Private Advisor Group, LLC | 2,947 | $400.0K | 0.00% | +2,947 | New |
| Ritholtz Wealth Management | 2,940 | $399.0K | 0.02% | +1,040+54.7% | Added |
| Personal Cfo Solutions, LLC | 2,810 | $382.0K | 0.07% | +46+1.7% | Added |
| 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 |
| Handelsbanken Fonder AB | 2,737 | $372.0K | 0.00% | −5,400−66.4% | Reduced |
| Blueshift Asset Management, LLC | 2,734 | $371.0K | 0.03% | −8,427−75.5% | Reduced |