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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 9,150 | $1.02M | 0.02% | −150−1.6% | Reduced |
| Janus Henderson Group PLC | 9,391 | $1.04M | 0.00% | −486−4.9% | Reduced |
| Bridge City Capital, LLC | 9,515 | $1.06M | 0.49% | −53−0.6% | Reduced |
| Washington Trust Advisors, Inc. | 9,720 | $1.08M | 0.08% | −2,130−18.0% | Reduced |
| Cornercap Investment Counsel Inc | 9,889 | $1.10M | 0.12% | −120−1.2% | Reduced |
| State of Michigan Retirement System | 9,905 | $1.10M | 0.01% | −9−0.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 10,000 | $1.11M | 0.02% | +10,000 | New |
| Thrivent Financial for Lutherans | 10,196 | $1.14M | 0.00% | −7,472−42.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,270 | $1.14M | 0.02% | +4,625+81.9% | Added |
| Capital Fund Management S.A. | 10,448 | $1.16M | 0.03% | +10,448 | New |
| Louisiana State Employees Retirement System | 10,200 | $1.17M | 0.03% | +200+2.0% | Added |
| Ameritas Investment Partners, Inc. | 10,505 | $1.17M | 0.04% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,547 | $1.17M | 0.01% | −127−1.2% | Reduced |
| O'Shares Investment Advisers, LLC | 10,830 | $1.21M | 0.10% | +580+5.7% | Added |
| Trexquant Investment LP | 10,995 | $1.22M | 0.06% | +10,995 | New |
| Jane Street Group, LLC | 11,038 | $1.23M | 0.00% | +8,967+433.0% | Added |
| Rocky Mountain Advisers, LLC | 11,150 | $1.24M | 1.38% | +200+1.8% | Added |
| Weiss Asset Management LP | 11,338 | $1.26M | 0.03% | +11,338 | New |
| Mitsubishi UFJ Trust & Banking Corp | 11,419 | $1.27M | 0.00% | +4,558+66.4% | Added |
| DekaBank Deutsche Girozentrale | 11,440 | $1.30M | 0.00% | +900+8.5% | Added |
| Janney Montgomery Scott LLC | 11,702 | $1.30M | 0.01% | −7−0.1% | Reduced |
| SG Americas Securities, LLC | 11,764 | $1.31M | 0.01% | −14,093−54.5% | Reduced |
| TCW Group Inc | 11,964 | $1.33M | 0.01% | −1,844−13.4% | Reduced |
| Engineers Gate Manager LP | 12,088 | $1.35M | 0.05% | +32+0.3% | Added |
| Bank of Montreal | 11,819 | $1.35M | 0.00% | +4,345+58.1% | Added |
| Essex Investment Management Co LLC | 12,186 | $1.36M | 0.17% | +519+4.4% | Added |
| DuPont Capital Management Corp | 12,335 | $1.37M | 0.06% | +7,740+168.4% | Added |
| Oregon Public Employees Retirement Fund | 12,467 | $1.39M | 0.01% | −412−3.2% | Reduced |
| Price T Rowe Associates Inc | 12,547 | $1.40M | 0.00% | +1,746+16.2% | Added |
| Northwestern Mutual Wealth Management Co | 12,605 | $1.40M | 0.00% | +1,818+16.9% | Added |
| Hohimer Wealth Management, LLC | 12,856 | $1.43M | 0.28% | +761+6.3% | Added |
| HSBC Holdings PLC | 12,853 | $1.45M | 0.00% | +1,261+10.9% | Added |
| Advisors Capital Management, LLC | 13,235 | $1.47M | 0.04% | +1,200+10.0% | Added |
| Flputnam Investment Management Co | 13,557 | $1.51M | 0.05% | +539+4.1% | Added |
| Pearl River Capital, LLC | 13,723 | $1.53M | 0.42% | +4,630+50.9% | Added |
| Covington Capital Management | 13,873 | $1.54M | 0.06% | +48+0.3% | Added |
| Toroso Investments, LLC | 14,005 | $1.56M | 0.05% | +1,527+12.2% | Added |
| Treasurer of the State of North Carolina | 14,028 | $1.56M | 0.01% | +218+1.6% | Added |
| Gotham Asset Management, LLC | 14,106 | $1.57M | 0.05% | +2,886+25.7% | Added |
| Monument Capital Management | 14,275 | $1.59M | 0.52% | +3,918+37.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,300 | $1.59M | 0.02% | +1,363+10.5% | Added |
| Seizert Capital Partners, LLC | 14,312 | $1.59M | 0.07% | +14,312 | New |
| Valley National Advisers Inc | 14,346 | $1.60M | 0.31% | +8,102+129.8% | Added |
| Nations Financial Group Inc, | 14,368 | $1.60M | 0.19% | −1,601−10.0% | Reduced |
| Mackenzie Financial Corp | 14,737 | $1.64M | 0.00% | +551+3.9% | Added |
| Harbor Advisors LLC | 15,000 | $1.67M | 0.34% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 16,279 | $1.81M | 0.02% | +13,258+438.9% | Added |
| Interval Partners, LP | 16,289 | $1.81M | 0.14% | +16,289 | New |
| APG Asset Management N.V. | 18,360 | $1.84M | 0.00% | +3,200+21.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 17,140 | $1.91M | 0.14% | +315+1.9% | Added |
| Mastrapasqua Asset Management Inc | 17,615 | $1.96M | 0.22% | −980−5.3% | Reduced |
| Alaska Permanent Fund Corp | 17,800 | $1.98M | 0.03% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 17,815 | $1.98M | 0.00% | −9,186−34.0% | Reduced |
| Allianz Asset Management GmbH | 17,920 | $2.00M | 0.00% | −16,714−48.3% | Reduced |
| Asset Management One Co.,Ltd. | 18,110 | $2.02M | 0.01% | +13,951+335.4% | Added |
| Barclays PLC | 18,414 | $2.05M | 0.00% | −17,451−48.7% | Reduced |
| Vident Investment Advisory, LLC | 19,107 | $2.13M | 0.06% | +2,985+18.5% | Added |
| Rafferty Asset Management, LLC | 19,171 | $2.13M | 0.01% | −927−4.6% | Reduced |
| Pinebridge Investments, L.P. | 19,299 | $2.15M | 0.02% | +11,116+135.8% | Added |
| Tudor Investment Corp Et Al | 19,389 | $2.16M | 0.06% | −1,141−5.6% | Reduced |
| Brinker Capital Investments, LLC | 19,638 | $2.19M | 0.03% | −7,593−27.9% | Reduced |
| EFG Asset Management (North America) Corp. | 20,179 | $2.25M | 0.34% | −3,906−16.2% | Reduced |
| Verdence Capital Advisors LLC | 21,137 | $2.35M | 0.27% | +700+3.4% | Added |
| First Eagle Investment Management, LLC | 21,181 | $2.36M | 0.01% | +21,181 | New |
| Prudential Financial Inc | 22,491 | $2.50M | 0.00% | −5,806−20.5% | Reduced |
| Zacks Investment Management | 22,554 | $2.51M | 0.03% | −100−0.4% | Reduced |
| Yousif Capital Management, LLC | 22,686 | $2.52M | 0.03% | +332+1.5% | Added |
| State of New Jersey Common Pension Fund D | 22,972 | $2.56M | 0.01% | +1,985+9.5% | Added |
| Dynamic Technology Lab Private Ltd | 23,120 | $2.57M | 0.30% | +18,250+374.7% | Added |
| Great West Life Assurance Co | 23,061 | $2.64M | 0.01% | +1,959+9.3% | Added |
| Advisor Group Holdings, Inc. | 18,276 | $2.64M | 0.01% | −1,119−5.8% | Reduced |
| FMR LLC | 24,882 | $2.77M | 0.00% | +24,589+8,392.2% | Added |
| Sarasin & Partners LLP | 25,000 | $2.78M | 0.03% | 00.0% | Unchanged |
| MetLife Investment Management | 25,216 | $2.81M | 0.02% | +6,307+33.4% | Added |
| Verition Fund Management LLC | 25,415 | $2.83M | 0.05% | +3,655+16.8% | Added |
| Public Employees Retirement System of Ohio | 25,760 | $2.87M | 0.01% | −19,401−43.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 26,000 | $2.89M | 0.56% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 26,520 | $2.95M | 0.73% | −9,318−26.0% | Reduced |
| Amalgamated Bank | 26,826 | $2.99M | 0.02% | −1,046−3.8% | Reduced |
| Amalgamated Financial Corp. | 26,826 | $2.99M | 0.02% | +26,826 | New |
| Texas Permanent School Fund | 27,663 | $3.08M | 0.04% | −592−2.1% | Reduced |
| Stifel Financial Corp | 28,117 | $3.13M | 0.00% | −23−0.1% | Reduced |
| Voya Investment Management LLC | 28,408 | $3.16M | 0.01% | −381−1.3% | Reduced |
| AlphaCrest Capital Management LLC | 29,015 | $3.23M | 0.18% | +1,968+7.3% | Added |
| Truist Financial Corp | 30,183 | $3.36M | 0.01% | −6,891−18.6% | Reduced |
| Employees Retirement System of Texas | 31,500 | $3.51M | 0.04% | 00.0% | Unchanged |
| US Bancorp | 31,814 | $3.54M | 0.01% | +585+1.9% | Added |
| Manufacturers Life Insurance Company, The | 32,986 | $3.67M | 0.00% | −11,110−25.2% | Reduced |
| Citigroup Inc | 33,534 | $3.73M | 0.00% | −6,962−17.2% | Reduced |
| Raymond James & Associates | 33,705 | $3.75M | 0.00% | −2,769−7.6% | Reduced |
| Putnam Investments LLC | 35,087 | $3.91M | 0.01% | +35,087 | New |
| Mutual of America Capital Management LLC | 35,582 | $3.96M | 0.04% | +679+1.9% | Added |
| Pekin Hardy Strauss, Inc. | 38,422 | $4.28M | 0.58% | +28,005+268.8% | Added |
| Credit Suisse AG | 38,639 | $4.30M | 0.00% | +2,970+8.3% | Added |
| Smith Group Asset Management, LLC | 39,000 | $4.34M | 0.23% | 00.0% | Unchanged |
| Full18 Capital LLC | 34,941 | $4.36M | 1.01% | −5,683−14.0% | Reduced |
| SEI Investments Co | 40,156 | $4.46M | 0.01% | −36,181−47.4% | Reduced |
| Epoch Investment Partners, Inc. | 40,505 | $4.51M | 0.02% | +40,505 | New |
| South Dakota Investment Council | 46,341 | $5.16M | 0.10% | +1,921+4.3% | Added |
| Leuthold Group, LLC | 47,345 | $5.27M | 0.67% | −170−0.4% | Reduced |