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 |
|---|---|---|---|---|---|
| Morgan Stanley | 712,294 | $79.3M | 0.01% | −57,637−7.5% | Reduced |
| Dimensional Fund Advisors LP | 869,545 | $96.8M | 0.03% | +1,069+0.1% | Added |
| State Street Corp | 1,076,550 | $119.8M | 0.01% | +9,175+0.9% | Added |
| JPMorgan Chase & Co | 1,356,790 | $151.0M | 0.02% | +144,760+11.9% | Added |
| BlackRock Inc. | 3,388,082 | $377.2M | 0.01% | −46,915−1.4% | Reduced |
| Vanguard Group Inc | 3,869,775 | $430.8M | 0.01% | +104,427+2.8% | Added |
| Aristotle Capital Boston, LLC | 0 | $0 | 0.00% | −221,315−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −144,058−100.0% | Sold out |
| Richard C. Young & CO., LTD. | 0 | $0 | 0.00% | −122,864−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −69,138−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −66,302−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −39,154−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −33,293−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −33,020−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −27,445−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −22,682−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −22,487−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −22,335−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −14,057−100.0% | Sold out |
| Caldwell Investment Management Ltd. | 0 | $0 | 0.00% | −9,850−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −9,613−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −9,532−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −8,801−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −7,437−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −7,282−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −6,963−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −6,915−100.0% | Sold out |
| Cim, LLC | 0 | $0 | 0.00% | −7,419−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −6,208−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −5,492−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −5,385−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −5,229−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −4,861−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −4,670−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,964−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,480−100.0% | Sold out |
| IndexIQ Advisors LLC | 0 | $0 | 0.00% | −3,206−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,176−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,090−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Joel Isaacson & Co., LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −2,947−100.0% | Sold out |
| Sterling Manor Financial, LLC | 0 | $0 | 0.00% | −2,780−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,734−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −2,671−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −2,537−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −2,467−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −2,419−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −1,982−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −1,818−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −1,879−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −1,735−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −1,681−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −1,680−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −1,652−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,601−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −1,586−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −1,571−100.0% | Sold out |
| People's United Financial, Inc. | 0 | $0 | 0.00% | −1,537−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −1,497−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −1,446−100.0% | Sold out |
| Union Investments & Development Ltd. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −634−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −633−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −11,275−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| Hanseatic Management Services Inc | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Spectrum Management Group, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Bivin & Associates, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Hillcrest Asset Management LLC | – | – | – | – | Not filed |
| Vantis Investment Advisers L.P. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |