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, Q1 2022
Institutional positions in Evercore Inc. as of Mar 31, 2022. 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
- 406
- −28 vs. Q4 2021
- Shares held
- 33.9M
- −345.3K (−1.0%) vs. Q4 2021
- Total value
- $3.78B
- −$874.8M (−18.8%) vs. Q4 2021
- New holders
- 49
- 170 more added
- Sold out
- 77
- 142 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,869,775 | $430.8M | 0.01% | +104,427+2.8% | Added |
| BlackRock Inc. | 3,388,082 | $377.2M | 0.01% | −46,915−1.4% | Reduced |
| JPMorgan Chase & Co | 1,356,790 | $151.0M | 0.02% | +144,760+11.9% | Added |
| State Street Corp | 1,076,550 | $119.8M | 0.01% | +9,175+0.9% | Added |
| Dimensional Fund Advisors LP | 869,545 | $96.8M | 0.03% | +1,069+0.1% | Added |
| Morgan Stanley | 712,294 | $79.3M | 0.01% | −57,637−7.5% | Reduced |
| Goldman Sachs Group Inc | 695,136 | $77.4M | 0.02% | −341,555−32.9% | Reduced |
| Charles Schwab Investment Management Inc | 678,753 | $75.6M | 0.02% | +42,576+6.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 652,540 | $72.6M | 0.23% | +337,363+107.0% | Added |
| Geode Capital Management, LLC | 598,893 | $66.7M | 0.01% | +24,037+4.2% | Added |
| Bank of New York Mellon Corp | 560,561 | $62.4M | 0.01% | −36,109−6.1% | Reduced |
| Boston Partners | 539,077 | $59.5M | 0.07% | −21,412−3.8% | Reduced |
| Deutsche Bank AG | 530,524 | $59.1M | 0.03% | +212,357+66.7% | Added |
| Millennium Management LLC | 519,058 | $57.8M | 0.07% | −339,453−39.5% | Reduced |
| Citadel Advisors LLC | 502,810 | $56.0M | 0.06% | +497,569+9,493.8% | Added |
| Primecap Management Co | 411,300 | $45.8M | 0.03% | +320,900+355.0% | Added |
| Northern Trust Corp | 395,048 | $44.0M | 0.01% | −34,732−8.1% | Reduced |
| Nitorum Capital, L.P. | 385,911 | $43.0M | 2.85% | +71,411+22.7% | Added |
| Bahl & Gaynor Inc | 366,428 | $40.8M | 0.30% | −26,104−6.7% | Reduced |
| Copeland Capital Management, LLC | 363,627 | $40.5M | 1.12% | +4,755+1.3% | Added |
| Franklin Resources Inc | 358,363 | $39.9M | 0.02% | −24,824−6.5% | Reduced |
| Norges Bank | 354,026 | $39.4M | 0.01% | −9,779−2.7% | Reduced |
| Bank of America Corp | 347,989 | $38.7M | 0.00% | +42,170+13.8% | Added |
| First Trust Advisors LP | 336,108 | $37.4M | 0.04% | +80,495+31.5% | Added |
| TimesSquare Capital Management, LLC | 334,055 | $37.2M | 0.42% | −45,200−11.9% | Reduced |
| Lord, Abbett & Co. LLC | 310,253 | $34.5M | 0.09% | −768,500−71.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 304,450 | $33.9M | 0.20% | +586+0.2% | Added |
| Virginia Retirement Systems Et Al | 297,000 | $33.1M | 0.31% | +80,100+36.9% | Added |
| AQR Capital Management LLC | 293,694 | $32.7M | 0.06% | +66,132+29.1% | Added |
| Wellington Management Group LLP | 278,042 | $31.0M | 0.01% | +94,553+51.5% | Added |
| Holocene Advisors, LP | 275,400 | $30.7M | 0.16% | +275,400 | New |
| Wells Fargo & Company | 274,414 | $30.5M | 0.01% | +16,153+6.3% | Added |
| Invesco Ltd. | 265,580 | $29.6M | 0.01% | −406,032−60.5% | Reduced |
| Boston Trust Walden Corp | 253,611 | $28.2M | 0.23% | +85,477+50.8% | Added |
| Renaissance Technologies LLC | 247,800 | $27.6M | 0.03% | +198,300+400.6% | Added |
| Nuveen Asset Management, LLC | 234,288 | $27.1M | 0.01% | −15,600−6.2% | Reduced |
| Frontier Capital Management Co LLC | 241,133 | $26.8M | 0.24% | −57,566−19.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 233,531 | $26.0M | 0.03% | −2,292−1.0% | Reduced |
| Clark Capital Management Group, Inc. | 221,973 | $24.7M | 0.28% | −19,369−8.0% | Reduced |
| Ariel Investments, LLC | 213,007 | $23.7M | 0.21% | −4,045−1.9% | Reduced |
| Bernzott Capital Advisors | 209,422 | $23.3M | 2.14% | −897−0.4% | Reduced |
| Royal Bank of Canada | 202,200 | $22.5M | 0.01% | +16,337+8.8% | Added |
| UBS Asset Management Americas Inc | 201,242 | $22.4M | 0.01% | +25,290+14.4% | Added |
| Schroder Investment Management Group | 192,568 | $22.0M | 0.03% | +21,819+12.8% | Added |
| Jacobs Levy Equity Management, Inc | 197,423 | $22.0M | 0.15% | +166,138+531.0% | Added |
| Voloridge Investment Management, LLC | 190,812 | $21.2M | 0.12% | +85,383+81.0% | Added |
| Marshall Wace, LLP | 190,402 | $21.2M | 0.04% | +49,979+35.6% | Added |
| Wedge Capital Management L L P | 187,845 | $20.9M | 0.28% | +15,179+8.8% | Added |
| Ameriprise Financial Inc | 182,069 | $20.3M | 0.01% | −10,391−5.4% | Reduced |
| State of Wisconsin Investment Board | 171,978 | $19.1M | 0.04% | +18,425+12.0% | Added |
| Glenmede Trust Co NA | 171,557 | $19.1M | 0.09% | −5,673−3.2% | Reduced |
| Great Lakes Advisors, LLC | 168,206 | $18.7M | 0.31% | −40,174−19.3% | Reduced |
| Alliancebernstein L.P. | 166,384 | $18.5M | 0.01% | +79,642+91.8% | Added |
| Man Group plc | 160,260 | $17.8M | 0.06% | −162,995−50.4% | Reduced |
| Parametric Portfolio Associates LLC | 157,516 | $17.5M | 0.01% | +4,464+2.9% | Added |
| Panagora Asset Management Inc | 152,410 | $17.0M | 0.09% | +24,936+19.6% | Added |
| Principal Financial Group Inc | 149,870 | $16.7M | 0.01% | −19,796−11.7% | Reduced |
| Granite Investment Partners, LLC | 148,291 | $16.5M | 0.56% | −131,602−47.0% | Reduced |
| Macquarie Group Ltd | 146,481 | $16.3M | 0.01% | +7,523+5.4% | Added |
| Qube Research & Technologies Ltd | 139,660 | $15.5M | 0.14% | −10,027−6.7% | Reduced |
| Fort Washington Investment Advisors Inc | 133,910 | $14.9M | 0.09% | +36,948+38.1% | Added |
| Royce & Associates LP | 130,409 | $14.5M | 0.12% | −6,420−4.7% | Reduced |
| Retirement Systems of Alabama | 128,477 | $14.3M | 0.05% | −3,398−2.6% | Reduced |
| Ceredex Value Advisors LLC | 128,127 | $14.3M | 0.17% | −198,600−60.8% | Reduced |
| Paralel Advisors LLC | 125,000 | $13.9M | 0.77% | 00.0% | Unchanged |
| AXA S.A. | 123,600 | $13.8M | 0.04% | −11,500−8.5% | Reduced |
| Scout Investments, Inc. | 115,583 | $12.9M | 0.21% | −133,103−53.5% | Reduced |
| Moody Aldrich Partners LLC | 115,076 | $12.8M | 1.80% | +18,954+19.7% | Added |
| Russell Investments Group, Ltd. | 111,747 | $12.4M | 0.02% | +77,242+223.9% | Added |
| Ziegler Capital Management, LLC | 108,031 | $12.0M | 0.51% | −28,617−20.9% | Reduced |
| Peregrine Capital Management LLC | 99,680 | $11.1M | 0.26% | −7,631−7.1% | Reduced |
| American Century Companies Inc | 98,887 | $11.0M | 0.01% | +13,409+15.7% | Added |
| Rhumbline Advisers | 98,647 | $11.0M | 0.01% | −2,948−2.9% | Reduced |
| Envestnet Asset Management Inc | 94,969 | $10.6M | 0.01% | −4,359−4.4% | Reduced |
| CCM Investment Advisers LLC | 93,370 | $10.4M | 1.42% | +2,350+2.6% | Added |
| Swiss National Bank | 92,200 | $10.3M | 0.01% | +4,900+5.6% | Added |
| California Public Employees Retirement System | 85,036 | $9.47M | 0.01% | −4,437−5.0% | Reduced |
| Eaton Vance Management | 84,287 | $9.38M | 0.01% | +13,829+19.6% | Added |
| Martingale Asset Management L P | 83,877 | $9.34M | 0.14% | −297−0.4% | Reduced |
| Ensign Peak Advisors, Inc | 83,414 | $9.29M | 0.02% | +20,695+33.0% | Added |
| Legal & General Group Plc | 80,152 | $8.92M | 0.00% | −7,235−8.3% | Reduced |
| Nordea Investment Management AB | 77,212 | $8.80M | 0.01% | +4,136+5.7% | Added |
| First Republic Investment Management, Inc. | 78,187 | $8.70M | 0.02% | −11,072−12.4% | Reduced |
| Cubist Systematic Strategies, LLC | 77,957 | $8.68M | 0.07% | +20,905+36.6% | Added |
| Venturi Wealth Management, LLC | 76,361 | $8.50M | 0.65% | +7,292+10.6% | Added |
| UBS Group AG | 72,083 | $8.03M | 0.00% | −27,136−27.3% | Reduced |
| Massachusetts Financial Services Co | 69,179 | $7.70M | 0.00% | −4,094−5.6% | Reduced |
| Brandywine Global Investment Management, LLC | 66,218 | $7.37M | 0.05% | +3,082+4.9% | Added |
| American International Group, Inc. | 66,090 | $7.36M | 0.04% | +114+0.2% | Added |
| Victory Capital Management Inc | 69,285 | $7.33M | 0.01% | −1,306−1.9% | Reduced |
| Federated Hermes, Inc. | 63,800 | $7.10M | 0.02% | +86+0.1% | Added |
| Winton Group Ltd | 63,592 | $7.08M | 0.37% | +49,979+367.1% | Added |
| Comerica Bank | 61,745 | $7.06M | 0.05% | +1,418+2.4% | Added |
| Fisher Asset Management, LLC | 62,297 | $6.93M | 0.00% | +2,273+3.8% | Added |
| Brookfield Asset Management Inc. | 61,014 | $6.79M | 0.03% | +42,956+237.9% | Added |
| State of Tennessee, Treasury Department | 60,671 | $6.75M | 0.03% | +1,197+2.0% | Added |
| State Board of Administration of Florida Retirement System | 60,478 | $6.73M | 0.01% | −630−1.0% | Reduced |
| New York State Common Retirement Fund | 57,450 | $6.39M | 0.01% | −5,823−9.2% | Reduced |
| Redwood Investment Management, LLC | 57,260 | $6.37M | 0.95% | +13,594+31.1% | Added |
| NewEdge Wealth, LLC | 56,343 | $6.27M | 0.28% | +5,574+11.0% | Added |