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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 2,101 | $234.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,140 | $238.0K | 0.02% | +25+1.2% | Added |
| Teza Capital Management LLC | 2,256 | $251.0K | 0.09% | +2,256 | New |
| Delphia (USA) Inc. | 2,280 | $254.0K | 0.19% | +2,280 | New |
| Algert Global LLC | 2,319 | $258.0K | 0.02% | +2,319 | New |
| Spears Abacus Advisors LLC | 2,342 | $261.0K | 0.02% | +2,342 | New |
| Intersect Capital LLC | 2,391 | $266.0K | 0.05% | +2,391 | New |
| Caxton Associates LP | 2,394 | $267.0K | 0.03% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 2,447 | $272.0K | 0.01% | −9−0.4% | Reduced |
| Convergence Investment Partners, LLC | 2,473 | $275.0K | 0.14% | +498+25.2% | Added |
| Pictet Asset Management SA | 2,491 | $277.0K | 0.00% | +201+8.8% | Added |
| The PNC Financial Services Group, Inc. | 2,512 | $279.0K | 0.00% | +34+1.4% | Added |
| Snowden Capital Advisors LLC | 2,518 | $280.0K | 0.01% | +375+17.5% | Added |
| Jackson Creek Investment Advisors LLC | 2,524 | $281.0K | 0.10% | −64−2.5% | Reduced |
| ExodusPoint Capital Management, LP | 2,597 | $289.0K | 0.00% | −928−26.3% | Reduced |
| Coldstream Capital Management Inc | 2,607 | $290.0K | 0.01% | +47+1.8% | Added |
| DGS Capital Management, LLC | 2,606 | $290.0K | 0.18% | +2,606 | New |
| Ergoteles LLC | 2,699 | $300.0K | 0.01% | +2,699 | New |
| M&T Bank Corp | 2,765 | $307.0K | 0.00% | +133+5.1% | Added |
| Personal Cfo Solutions, LLC | 2,763 | $308.0K | 0.06% | −47−1.7% | Reduced |
| O'Rourke & Company, Inc | 2,783 | $310.0K | 0.21% | +10.0% | Added |
| Versor Investments LP | 2,789 | $310.0K | 0.01% | +1,187+74.1% | Added |
| Park Avenue Securities LLC | 2,974 | $331.0K | 0.01% | −294−9.0% | Reduced |
| ProShare Advisors LLC | 2,996 | $333.0K | 0.00% | −530−15.0% | Reduced |
| Virtu Financial LLC | 2,999 | $334.0K | 0.02% | +529+21.4% | Added |
| Maryland State Retirement & Pension System | 3,021 | $336.0K | 0.01% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 3,032 | $339.0K | 0.12% | +317+11.7% | Added |
| Jump Financial, LLC | 3,062 | $341.0K | 0.01% | +3,062 | New |
| XTX Topco Ltd | 3,084 | $343.0K | 0.15% | +3,084 | New |
| Regions Financial Corp | 3,093 | $344.0K | 0.00% | −49−1.6% | Reduced |
| AE Wealth Management LLC | 3,091 | $344.0K | 0.00% | +870+39.2% | Added |
| Boenning & Scattergood, Inc. | 3,106 | $346.0K | 0.06% | +6+0.2% | Added |
| Alps Advisors Inc | 3,106 | $346.0K | 0.00% | +426+15.9% | Added |
| Ritholtz Wealth Management | 3,183 | $354.0K | 0.02% | +243+8.3% | Added |
| Corton Capital Inc. | 3,244 | $361.0K | 0.16% | +3,244 | New |
| Susquehanna International Group, LLP | 3,351 | $373.0K | 0.00% | −5,353−61.5% | Reduced |
| Securian Asset Management, Inc | 3,456 | $385.0K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,761 | $419.0K | 0.04% | +237+6.7% | Added |
| TownSquare Capital, LLC | 3,795 | $422.0K | 0.01% | −127−3.2% | Reduced |
| Public Employees Retirement Association of Colorado | 3,882 | $432.0K | 0.00% | −2,337−37.6% | Reduced |
| We Are One Seven, LLC | 3,896 | $434.0K | 0.05% | −17−0.4% | Reduced |
| Los Angeles Capital Management LLC | 3,952 | $440.0K | 0.00% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 3,975 | $442.0K | 1.16% | +651+19.6% | Added |
| TD Ameritrade Investment Management, LLC | 4,017 | $447.0K | 0.00% | +280+7.5% | Added |
| Buckhead Capital Management LLC | 4,032 | $449.0K | 0.10% | +402+11.1% | Added |
| Navellier & Associates Inc | 4,047 | $451.0K | 0.08% | −19−0.5% | Reduced |
| Nisa Investment Advisors, LLC | 4,125 | $459.0K | 0.00% | −130−3.1% | Reduced |
| Hillsdale Investment Management Inc. | 4,180 | $465.0K | 0.03% | −300−6.7% | Reduced |
| Compton Capital Management Inc | 4,200 | $468.0K | 0.13% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 4,219 | $470.0K | 0.34% | −4,348−50.8% | Reduced |
| Origin Asset Management LLP | 4,224 | $470.0K | 0.16% | 00.0% | Unchanged |
| Xponance, Inc. | 4,262 | $474.0K | 0.01% | −60−1.4% | Reduced |
| Zions Bancorporation, N.A. | 4,298 | $478.0K | 0.04% | +2,048+91.0% | Added |
| Captrust Financial Advisors | 4,527 | $504.0K | 0.00% | +76+1.7% | Added |
| Cornerstone Investment Partners, LLC | 4,656 | $518.0K | 0.03% | −41−0.9% | Reduced |
| Angeles Wealth Management, LLC | 4,853 | $540.0K | 0.10% | +4,853 | New |
| Commonwealth Equity Services, LLC | 4,866 | $541.0K | 0.00% | +2,208+83.1% | Added |
| Dana Investment Advisors, Inc. | 4,896 | $545.0K | 0.03% | +4,896 | New |
| LPL Financial LLC | 4,995 | $556.0K | 0.00% | −365−6.8% | Reduced |
| Pathstone Family Office, LLC | 3,879 | $556.0K | 0.01% | +856+28.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,230 | $582.0K | 0.00% | +95+1.9% | Added |
| Handelsbanken Fonder AB | 5,237 | $583.0K | 0.00% | +2,500+91.3% | Added |
| Montecito Bank & Trust | 5,356 | $597.0K | 0.11% | −100−1.8% | Reduced |
| First Hawaiian Bank | 5,477 | $609.0K | 0.02% | +58+1.1% | Added |
| State of Alaska, Department of Revenue | 5,562 | $619.0K | 0.01% | −9,459−63.0% | Reduced |
| HGK Asset Management Inc | 5,560 | $619.0K | 0.19% | +1,369+32.7% | Added |
| Canada Pension Plan Investment Board | 5,641 | $628.0K | 0.00% | +3,957+235.0% | Added |
| Sit Investment Associates Inc | 5,675 | $632.0K | 0.02% | −800−12.4% | Reduced |
| Deltec Asset Management LLC | 5,760 | $641.0K | 0.11% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 5,845 | $651.0K | 0.18% | +3,745+178.3% | Added |
| Aviva PLC | 5,862 | $653.0K | 0.00% | −11,505−66.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,900 | $657.0K | 0.01% | −400−6.3% | Reduced |
| Shell Asset Management Co | 5,937 | $661.0K | 0.02% | −878−12.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,085 | $677.0K | 0.00% | −1,932−24.1% | Reduced |
| Magnetar Financial LLC | 6,174 | $687.0K | 0.01% | −3,418−35.6% | Reduced |
| MML Investors Services, LLC | 6,174 | $687.0K | 0.00% | +722+13.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,481 | $721.0K | 0.02% | +13+0.2% | Added |
| Legacy Wealth Asset Management, LLC | 6,534 | $727.0K | 0.26% | +246+3.9% | Added |
| BancorpSouth Bank | 6,536 | $728.0K | 0.09% | −60−0.9% | Reduced |
| Prudential PLC | 6,725 | $749.0K | 0.01% | +320+5.0% | Added |
| Mercer Global Advisors Inc | 6,776 | $754.0K | 0.00% | −384−5.4% | Reduced |
| Globeflex Capital L P | 7,085 | $789.0K | 0.16% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 7,109 | $791.0K | 0.04% | −1,292−15.4% | Reduced |
| Neuberger Berman Group LLC | 7,431 | $827.0K | 0.00% | −574−7.2% | Reduced |
| Wright Investors Service Inc | 7,451 | $830.0K | 0.21% | +7,451 | New |
| James Investment Research Inc | 7,569 | $843.0K | 0.09% | −1,281−14.5% | Reduced |
| Fifth Third Bancorp | 7,682 | $855.0K | 0.00% | −3,024−28.2% | Reduced |
| Paloma Partners Management Co | 7,996 | $890.0K | 0.07% | +525+7.0% | Added |
| CWM Advisors, LLC | 8,033 | $894.0K | 0.10% | +844+11.7% | Added |
| PDT Partners, LLC | 8,042 | $895.0K | 0.08% | +8,042 | New |
| Teacher Retirement System of Texas | 8,109 | $903.0K | 0.00% | +476+6.2% | Added |
| Kendall Capital Management | 8,355 | $930.0K | 0.45% | +1,645+24.5% | Added |
| Donoghue Forlines LLC | 8,467 | $943.0K | 0.20% | −12,234−59.1% | Reduced |
| Campbell Newman Asset Management Inc | 8,516 | $948.0K | 0.09% | +166+2.0% | Added |
| Baird Financial Group, Inc. | 8,648 | $963.0K | 0.00% | +8,648 | New |
| New Mexico Educational Retirement Board | 8,700 | $968.0K | 0.04% | 00.0% | Unchanged |
| Natixis | 8,700 | $968.0K | 0.00% | +8,700 | New |
| Squarepoint Ops LLC | 8,800 | $980.0K | 0.01% | +4,305+95.8% | Added |
| Bayesian Capital Management, LP | 9,001 | $1.00M | 0.15% | +9,001 | New |
| NN Investment Partners Holdings N.V. | 9,100 | $1.01M | 0.01% | −265−2.8% | Reduced |