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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 54,345 | $6.05M | 0.04% | −2,376−4.2% | Reduced |
| New York State Teachers Retirement System | 53,834 | $5.99M | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 53,750 | $5.98M | 0.01% | +30,959+135.8% | Added |
| Two Sigma Advisers, LP | 52,700 | $5.87M | 0.02% | +4,100+8.4% | Added |
| California State Teachers Retirement System | 49,909 | $5.56M | 0.01% | −4,764−8.7% | Reduced |
| Executive Wealth Management, LLC | 48,100 | $5.35M | 0.58% | +17,078+55.1% | Added |
| Leuthold Group, LLC | 47,345 | $5.27M | 0.67% | −170−0.4% | Reduced |
| South Dakota Investment Council | 46,341 | $5.16M | 0.10% | +1,921+4.3% | Added |
| Epoch Investment Partners, Inc. | 40,505 | $4.51M | 0.02% | +40,505 | New |
| SEI Investments Co | 40,156 | $4.46M | 0.01% | −36,181−47.4% | Reduced |
| Full18 Capital LLC | 34,941 | $4.36M | 1.01% | −5,683−14.0% | Reduced |
| Smith Group Asset Management, LLC | 39,000 | $4.34M | 0.23% | 00.0% | Unchanged |
| Credit Suisse AG | 38,639 | $4.30M | 0.00% | +2,970+8.3% | Added |
| Pekin Hardy Strauss, Inc. | 38,422 | $4.28M | 0.58% | +28,005+268.8% | Added |
| Mutual of America Capital Management LLC | 35,582 | $3.96M | 0.04% | +679+1.9% | Added |
| Putnam Investments LLC | 35,087 | $3.91M | 0.01% | +35,087 | New |
| Raymond James & Associates | 33,705 | $3.75M | 0.00% | −2,769−7.6% | Reduced |
| Citigroup Inc | 33,534 | $3.73M | 0.00% | −6,962−17.2% | Reduced |
| Manufacturers Life Insurance Company, The | 32,986 | $3.67M | 0.00% | −11,110−25.2% | Reduced |
| US Bancorp | 31,814 | $3.54M | 0.01% | +585+1.9% | Added |
| Employees Retirement System of Texas | 31,500 | $3.51M | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 30,183 | $3.36M | 0.01% | −6,891−18.6% | Reduced |
| AlphaCrest Capital Management LLC | 29,015 | $3.23M | 0.18% | +1,968+7.3% | Added |
| Voya Investment Management LLC | 28,408 | $3.16M | 0.01% | −381−1.3% | Reduced |
| Stifel Financial Corp | 28,117 | $3.13M | 0.00% | −23−0.1% | Reduced |
| Texas Permanent School Fund | 27,663 | $3.08M | 0.04% | −592−2.1% | 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 |
| Morse Asset Management, Inc | 26,520 | $2.95M | 0.73% | −9,318−26.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 26,000 | $2.89M | 0.56% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 25,760 | $2.87M | 0.01% | −19,401−43.0% | Reduced |
| Verition Fund Management LLC | 25,415 | $2.83M | 0.05% | +3,655+16.8% | Added |
| MetLife Investment Management | 25,216 | $2.81M | 0.02% | +6,307+33.4% | Added |
| Sarasin & Partners LLP | 25,000 | $2.78M | 0.03% | 00.0% | Unchanged |
| FMR LLC | 24,882 | $2.77M | 0.00% | +24,589+8,392.2% | Added |
| Advisor Group Holdings, Inc. | 18,276 | $2.64M | 0.01% | −1,119−5.8% | Reduced |
| Great West Life Assurance Co | 23,061 | $2.64M | 0.01% | +1,959+9.3% | Added |
| Dynamic Technology Lab Private Ltd | 23,120 | $2.57M | 0.30% | +18,250+374.7% | Added |
| State of New Jersey Common Pension Fund D | 22,972 | $2.56M | 0.01% | +1,985+9.5% | Added |
| Yousif Capital Management, LLC | 22,686 | $2.52M | 0.03% | +332+1.5% | Added |
| Zacks Investment Management | 22,554 | $2.51M | 0.03% | −100−0.4% | Reduced |
| Prudential Financial Inc | 22,491 | $2.50M | 0.00% | −5,806−20.5% | Reduced |
| First Eagle Investment Management, LLC | 21,181 | $2.36M | 0.01% | +21,181 | New |
| Verdence Capital Advisors LLC | 21,137 | $2.35M | 0.27% | +700+3.4% | Added |
| EFG Asset Management (North America) Corp. | 20,179 | $2.25M | 0.34% | −3,906−16.2% | Reduced |
| Brinker Capital Investments, LLC | 19,638 | $2.19M | 0.03% | −7,593−27.9% | Reduced |
| Tudor Investment Corp Et Al | 19,389 | $2.16M | 0.06% | −1,141−5.6% | Reduced |
| Pinebridge Investments, L.P. | 19,299 | $2.15M | 0.02% | +11,116+135.8% | Added |
| Rafferty Asset Management, LLC | 19,171 | $2.13M | 0.01% | −927−4.6% | Reduced |
| Vident Investment Advisory, LLC | 19,107 | $2.13M | 0.06% | +2,985+18.5% | Added |
| Barclays PLC | 18,414 | $2.05M | 0.00% | −17,451−48.7% | Reduced |
| Asset Management One Co.,Ltd. | 18,110 | $2.02M | 0.01% | +13,951+335.4% | Added |
| Allianz Asset Management GmbH | 17,920 | $2.00M | 0.00% | −16,714−48.3% | Reduced |
| BNP Paribas Arbitrage, SA | 17,815 | $1.98M | 0.00% | −9,186−34.0% | Reduced |
| Alaska Permanent Fund Corp | 17,800 | $1.98M | 0.03% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 17,615 | $1.96M | 0.22% | −980−5.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 17,140 | $1.91M | 0.14% | +315+1.9% | Added |
| APG Asset Management N.V. | 18,360 | $1.84M | 0.00% | +3,200+21.1% | Added |
| Interval Partners, LP | 16,289 | $1.81M | 0.14% | +16,289 | New |
| GW&K Investment Management, LLC | 16,279 | $1.81M | 0.02% | +13,258+438.9% | Added |
| Harbor Advisors LLC | 15,000 | $1.67M | 0.34% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 14,737 | $1.64M | 0.00% | +551+3.9% | Added |
| Nations Financial Group Inc, | 14,368 | $1.60M | 0.19% | −1,601−10.0% | Reduced |
| Valley National Advisers Inc | 14,346 | $1.60M | 0.31% | +8,102+129.8% | Added |
| Seizert Capital Partners, LLC | 14,312 | $1.59M | 0.07% | +14,312 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,300 | $1.59M | 0.02% | +1,363+10.5% | Added |
| Monument Capital Management | 14,275 | $1.59M | 0.52% | +3,918+37.8% | Added |
| Gotham Asset Management, LLC | 14,106 | $1.57M | 0.05% | +2,886+25.7% | Added |
| Treasurer of the State of North Carolina | 14,028 | $1.56M | 0.01% | +218+1.6% | Added |
| Toroso Investments, LLC | 14,005 | $1.56M | 0.05% | +1,527+12.2% | Added |
| Covington Capital Management | 13,873 | $1.54M | 0.06% | +48+0.3% | Added |
| Pearl River Capital, LLC | 13,723 | $1.53M | 0.42% | +4,630+50.9% | Added |
| Flputnam Investment Management Co | 13,557 | $1.51M | 0.05% | +539+4.1% | Added |
| Advisors Capital Management, LLC | 13,235 | $1.47M | 0.04% | +1,200+10.0% | Added |
| HSBC Holdings PLC | 12,853 | $1.45M | 0.00% | +1,261+10.9% | Added |
| Hohimer Wealth Management, LLC | 12,856 | $1.43M | 0.28% | +761+6.3% | Added |
| Northwestern Mutual Wealth Management Co | 12,605 | $1.40M | 0.00% | +1,818+16.9% | Added |
| Price T Rowe Associates Inc | 12,547 | $1.40M | 0.00% | +1,746+16.2% | Added |
| Oregon Public Employees Retirement Fund | 12,467 | $1.39M | 0.01% | −412−3.2% | Reduced |
| DuPont Capital Management Corp | 12,335 | $1.37M | 0.06% | +7,740+168.4% | Added |
| Essex Investment Management Co LLC | 12,186 | $1.36M | 0.17% | +519+4.4% | Added |
| Bank of Montreal | 11,819 | $1.35M | 0.00% | +4,345+58.1% | Added |
| Engineers Gate Manager LP | 12,088 | $1.35M | 0.05% | +32+0.3% | Added |
| TCW Group Inc | 11,964 | $1.33M | 0.01% | −1,844−13.4% | Reduced |
| SG Americas Securities, LLC | 11,764 | $1.31M | 0.01% | −14,093−54.5% | Reduced |
| Janney Montgomery Scott LLC | 11,702 | $1.30M | 0.01% | −7−0.1% | Reduced |
| DekaBank Deutsche Girozentrale | 11,440 | $1.30M | 0.00% | +900+8.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 11,419 | $1.27M | 0.00% | +4,558+66.4% | Added |
| Weiss Asset Management LP | 11,338 | $1.26M | 0.03% | +11,338 | New |
| Rocky Mountain Advisers, LLC | 11,150 | $1.24M | 1.38% | +200+1.8% | Added |
| Jane Street Group, LLC | 11,038 | $1.23M | 0.00% | +8,967+433.0% | Added |
| Trexquant Investment LP | 10,995 | $1.22M | 0.06% | +10,995 | New |
| O'Shares Investment Advisers, LLC | 10,830 | $1.21M | 0.10% | +580+5.7% | Added |
| Arizona State Retirement System | 10,547 | $1.17M | 0.01% | −127−1.2% | Reduced |
| Ameritas Investment Partners, Inc. | 10,505 | $1.17M | 0.04% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 10,200 | $1.17M | 0.03% | +200+2.0% | Added |
| Capital Fund Management S.A. | 10,448 | $1.16M | 0.03% | +10,448 | New |
| O'Shaughnessy Asset Management, LLC | 10,270 | $1.14M | 0.02% | +4,625+81.9% | Added |
| Thrivent Financial for Lutherans | 10,196 | $1.14M | 0.00% | −7,472−42.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 10,000 | $1.11M | 0.02% | +10,000 | New |