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 |
|---|---|---|---|---|---|
| Executive Wealth Management, LLC | 48,100 | $5.35M | 0.58% | +17,078+55.1% | Added |
| California State Teachers Retirement System | 49,909 | $5.56M | 0.01% | −4,764−8.7% | Reduced |
| Two Sigma Advisers, LP | 52,700 | $5.87M | 0.02% | +4,100+8.4% | Added |
| D. E. Shaw & Co., Inc. | 53,750 | $5.98M | 0.01% | +30,959+135.8% | Added |
| New York State Teachers Retirement System | 53,834 | $5.99M | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 54,345 | $6.05M | 0.04% | −2,376−4.2% | Reduced |
| NewEdge Wealth, LLC | 56,343 | $6.27M | 0.28% | +5,574+11.0% | Added |
| Redwood Investment Management, LLC | 57,260 | $6.37M | 0.95% | +13,594+31.1% | Added |
| New York State Common Retirement Fund | 57,450 | $6.39M | 0.01% | −5,823−9.2% | Reduced |
| State Board of Administration of Florida Retirement System | 60,478 | $6.73M | 0.01% | −630−1.0% | Reduced |
| State of Tennessee, Treasury Department | 60,671 | $6.75M | 0.03% | +1,197+2.0% | Added |
| Brookfield Asset Management Inc. | 61,014 | $6.79M | 0.03% | +42,956+237.9% | Added |
| Fisher Asset Management, LLC | 62,297 | $6.93M | 0.00% | +2,273+3.8% | Added |
| Comerica Bank | 61,745 | $7.06M | 0.05% | +1,418+2.4% | Added |
| Winton Group Ltd | 63,592 | $7.08M | 0.37% | +49,979+367.1% | Added |
| Federated Hermes, Inc. | 63,800 | $7.10M | 0.02% | +86+0.1% | Added |
| Victory Capital Management Inc | 69,285 | $7.33M | 0.01% | −1,306−1.9% | Reduced |
| American International Group, Inc. | 66,090 | $7.36M | 0.04% | +114+0.2% | Added |
| Brandywine Global Investment Management, LLC | 66,218 | $7.37M | 0.05% | +3,082+4.9% | Added |
| Massachusetts Financial Services Co | 69,179 | $7.70M | 0.00% | −4,094−5.6% | Reduced |
| UBS Group AG | 72,083 | $8.03M | 0.00% | −27,136−27.3% | Reduced |
| Venturi Wealth Management, LLC | 76,361 | $8.50M | 0.65% | +7,292+10.6% | Added |
| Cubist Systematic Strategies, LLC | 77,957 | $8.68M | 0.07% | +20,905+36.6% | Added |
| First Republic Investment Management, Inc. | 78,187 | $8.70M | 0.02% | −11,072−12.4% | Reduced |
| Nordea Investment Management AB | 77,212 | $8.80M | 0.01% | +4,136+5.7% | Added |
| Legal & General Group Plc | 80,152 | $8.92M | 0.00% | −7,235−8.3% | Reduced |
| Ensign Peak Advisors, Inc | 83,414 | $9.29M | 0.02% | +20,695+33.0% | Added |
| Martingale Asset Management L P | 83,877 | $9.34M | 0.14% | −297−0.4% | Reduced |
| Eaton Vance Management | 84,287 | $9.38M | 0.01% | +13,829+19.6% | Added |
| California Public Employees Retirement System | 85,036 | $9.47M | 0.01% | −4,437−5.0% | Reduced |
| Swiss National Bank | 92,200 | $10.3M | 0.01% | +4,900+5.6% | Added |
| CCM Investment Advisers LLC | 93,370 | $10.4M | 1.42% | +2,350+2.6% | Added |
| Envestnet Asset Management Inc | 94,969 | $10.6M | 0.01% | −4,359−4.4% | Reduced |
| Rhumbline Advisers | 98,647 | $11.0M | 0.01% | −2,948−2.9% | Reduced |
| American Century Companies Inc | 98,887 | $11.0M | 0.01% | +13,409+15.7% | Added |
| Peregrine Capital Management LLC | 99,680 | $11.1M | 0.26% | −7,631−7.1% | Reduced |
| Ziegler Capital Management, LLC | 108,031 | $12.0M | 0.51% | −28,617−20.9% | Reduced |
| Russell Investments Group, Ltd. | 111,747 | $12.4M | 0.02% | +77,242+223.9% | Added |
| Moody Aldrich Partners LLC | 115,076 | $12.8M | 1.80% | +18,954+19.7% | Added |
| Scout Investments, Inc. | 115,583 | $12.9M | 0.21% | −133,103−53.5% | Reduced |
| AXA S.A. | 123,600 | $13.8M | 0.04% | −11,500−8.5% | Reduced |
| Paralel Advisors LLC | 125,000 | $13.9M | 0.77% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 128,127 | $14.3M | 0.17% | −198,600−60.8% | Reduced |
| Retirement Systems of Alabama | 128,477 | $14.3M | 0.05% | −3,398−2.6% | Reduced |
| Royce & Associates LP | 130,409 | $14.5M | 0.12% | −6,420−4.7% | Reduced |
| Fort Washington Investment Advisors Inc | 133,910 | $14.9M | 0.09% | +36,948+38.1% | Added |
| Qube Research & Technologies Ltd | 139,660 | $15.5M | 0.14% | −10,027−6.7% | Reduced |
| Macquarie Group Ltd | 146,481 | $16.3M | 0.01% | +7,523+5.4% | Added |
| Granite Investment Partners, LLC | 148,291 | $16.5M | 0.56% | −131,602−47.0% | Reduced |
| Principal Financial Group Inc | 149,870 | $16.7M | 0.01% | −19,796−11.7% | Reduced |
| Panagora Asset Management Inc | 152,410 | $17.0M | 0.09% | +24,936+19.6% | Added |
| Parametric Portfolio Associates LLC | 157,516 | $17.5M | 0.01% | +4,464+2.9% | Added |
| Man Group plc | 160,260 | $17.8M | 0.06% | −162,995−50.4% | Reduced |
| Alliancebernstein L.P. | 166,384 | $18.5M | 0.01% | +79,642+91.8% | Added |
| Great Lakes Advisors, LLC | 168,206 | $18.7M | 0.31% | −40,174−19.3% | Reduced |
| Glenmede Trust Co NA | 171,557 | $19.1M | 0.09% | −5,673−3.2% | Reduced |
| State of Wisconsin Investment Board | 171,978 | $19.1M | 0.04% | +18,425+12.0% | Added |
| Ameriprise Financial Inc | 182,069 | $20.3M | 0.01% | −10,391−5.4% | Reduced |
| Wedge Capital Management L L P | 187,845 | $20.9M | 0.28% | +15,179+8.8% | Added |
| Marshall Wace, LLP | 190,402 | $21.2M | 0.04% | +49,979+35.6% | Added |
| Voloridge Investment Management, LLC | 190,812 | $21.2M | 0.12% | +85,383+81.0% | Added |
| Jacobs Levy Equity Management, Inc | 197,423 | $22.0M | 0.15% | +166,138+531.0% | Added |
| Schroder Investment Management Group | 192,568 | $22.0M | 0.03% | +21,819+12.8% | Added |
| UBS Asset Management Americas Inc | 201,242 | $22.4M | 0.01% | +25,290+14.4% | Added |
| Royal Bank of Canada | 202,200 | $22.5M | 0.01% | +16,337+8.8% | Added |
| Bernzott Capital Advisors | 209,422 | $23.3M | 2.14% | −897−0.4% | Reduced |
| Ariel Investments, LLC | 213,007 | $23.7M | 0.21% | −4,045−1.9% | Reduced |
| Clark Capital Management Group, Inc. | 221,973 | $24.7M | 0.28% | −19,369−8.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 233,531 | $26.0M | 0.03% | −2,292−1.0% | Reduced |
| Frontier Capital Management Co LLC | 241,133 | $26.8M | 0.24% | −57,566−19.3% | Reduced |
| Nuveen Asset Management, LLC | 234,288 | $27.1M | 0.01% | −15,600−6.2% | Reduced |
| Renaissance Technologies LLC | 247,800 | $27.6M | 0.03% | +198,300+400.6% | Added |
| Boston Trust Walden Corp | 253,611 | $28.2M | 0.23% | +85,477+50.8% | Added |
| Invesco Ltd. | 265,580 | $29.6M | 0.01% | −406,032−60.5% | Reduced |
| Wells Fargo & Company | 274,414 | $30.5M | 0.01% | +16,153+6.3% | Added |
| Holocene Advisors, LP | 275,400 | $30.7M | 0.16% | +275,400 | New |
| Wellington Management Group LLP | 278,042 | $31.0M | 0.01% | +94,553+51.5% | Added |
| AQR Capital Management LLC | 293,694 | $32.7M | 0.06% | +66,132+29.1% | Added |
| Virginia Retirement Systems Et Al | 297,000 | $33.1M | 0.31% | +80,100+36.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 304,450 | $33.9M | 0.20% | +586+0.2% | Added |
| Lord, Abbett & Co. LLC | 310,253 | $34.5M | 0.09% | −768,500−71.2% | Reduced |
| TimesSquare Capital Management, LLC | 334,055 | $37.2M | 0.42% | −45,200−11.9% | Reduced |
| First Trust Advisors LP | 336,108 | $37.4M | 0.04% | +80,495+31.5% | Added |
| Bank of America Corp | 347,989 | $38.7M | 0.00% | +42,170+13.8% | Added |
| Norges Bank | 354,026 | $39.4M | 0.01% | −9,779−2.7% | Reduced |
| Franklin Resources Inc | 358,363 | $39.9M | 0.02% | −24,824−6.5% | Reduced |
| Copeland Capital Management, LLC | 363,627 | $40.5M | 1.12% | +4,755+1.3% | Added |
| Bahl & Gaynor Inc | 366,428 | $40.8M | 0.30% | −26,104−6.7% | Reduced |
| Nitorum Capital, L.P. | 385,911 | $43.0M | 2.85% | +71,411+22.7% | Added |
| Northern Trust Corp | 395,048 | $44.0M | 0.01% | −34,732−8.1% | Reduced |
| Primecap Management Co | 411,300 | $45.8M | 0.03% | +320,900+355.0% | Added |
| Citadel Advisors LLC | 502,810 | $56.0M | 0.06% | +497,569+9,493.8% | Added |
| Millennium Management LLC | 519,058 | $57.8M | 0.07% | −339,453−39.5% | Reduced |
| Deutsche Bank AG | 530,524 | $59.1M | 0.03% | +212,357+66.7% | Added |
| Boston Partners | 539,077 | $59.5M | 0.07% | −21,412−3.8% | Reduced |
| Bank of New York Mellon Corp | 560,561 | $62.4M | 0.01% | −36,109−6.1% | Reduced |
| Geode Capital Management, LLC | 598,893 | $66.7M | 0.01% | +24,037+4.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 652,540 | $72.6M | 0.23% | +337,363+107.0% | Added |
| Charles Schwab Investment Management Inc | 678,753 | $75.6M | 0.02% | +42,576+6.7% | Added |
| Goldman Sachs Group Inc | 695,136 | $77.4M | 0.02% | −341,555−32.9% | Reduced |