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 |
|---|---|---|---|---|---|
| State of Michigan Retirement System | 9,905 | $1.10M | 0.01% | −9−0.1% | Reduced |
| Cornercap Investment Counsel Inc | 9,889 | $1.10M | 0.12% | −120−1.2% | Reduced |
| Washington Trust Advisors, Inc. | 9,720 | $1.08M | 0.08% | −2,130−18.0% | Reduced |
| Bridge City Capital, LLC | 9,515 | $1.06M | 0.49% | −53−0.6% | Reduced |
| Janus Henderson Group PLC | 9,391 | $1.04M | 0.00% | −486−4.9% | Reduced |
| Crossmark Global Holdings, Inc. | 9,150 | $1.02M | 0.02% | −150−1.6% | Reduced |
| NN Investment Partners Holdings N.V. | 9,100 | $1.01M | 0.01% | −265−2.8% | Reduced |
| Bayesian Capital Management, LP | 9,001 | $1.00M | 0.15% | +9,001 | New |
| Squarepoint Ops LLC | 8,800 | $980.0K | 0.01% | +4,305+95.8% | Added |
| New Mexico Educational Retirement Board | 8,700 | $968.0K | 0.04% | 00.0% | Unchanged |
| Natixis | 8,700 | $968.0K | 0.00% | +8,700 | New |
| Baird Financial Group, Inc. | 8,648 | $963.0K | 0.00% | +8,648 | New |
| Campbell Newman Asset Management Inc | 8,516 | $948.0K | 0.09% | +166+2.0% | Added |
| Donoghue Forlines LLC | 8,467 | $943.0K | 0.20% | −12,234−59.1% | Reduced |
| Kendall Capital Management | 8,355 | $930.0K | 0.45% | +1,645+24.5% | Added |
| Teacher Retirement System of Texas | 8,109 | $903.0K | 0.00% | +476+6.2% | Added |
| PDT Partners, LLC | 8,042 | $895.0K | 0.08% | +8,042 | New |
| CWM Advisors, LLC | 8,033 | $894.0K | 0.10% | +844+11.7% | Added |
| Paloma Partners Management Co | 7,996 | $890.0K | 0.07% | +525+7.0% | Added |
| Fifth Third Bancorp | 7,682 | $855.0K | 0.00% | −3,024−28.2% | Reduced |
| James Investment Research Inc | 7,569 | $843.0K | 0.09% | −1,281−14.5% | Reduced |
| Wright Investors Service Inc | 7,451 | $830.0K | 0.21% | +7,451 | New |
| Neuberger Berman Group LLC | 7,431 | $827.0K | 0.00% | −574−7.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,109 | $791.0K | 0.04% | −1,292−15.4% | Reduced |
| Globeflex Capital L P | 7,085 | $789.0K | 0.16% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 6,776 | $754.0K | 0.00% | −384−5.4% | Reduced |
| Prudential PLC | 6,725 | $749.0K | 0.01% | +320+5.0% | Added |
| BancorpSouth Bank | 6,536 | $728.0K | 0.09% | −60−0.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,534 | $727.0K | 0.26% | +246+3.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,481 | $721.0K | 0.02% | +13+0.2% | Added |
| 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 |
| Raymond James Financial Services Advisors, Inc. | 6,085 | $677.0K | 0.00% | −1,932−24.1% | Reduced |
| Shell Asset Management Co | 5,937 | $661.0K | 0.02% | −878−12.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,900 | $657.0K | 0.01% | −400−6.3% | Reduced |
| Aviva PLC | 5,862 | $653.0K | 0.00% | −11,505−66.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,845 | $651.0K | 0.18% | +3,745+178.3% | Added |
| Deltec Asset Management LLC | 5,760 | $641.0K | 0.11% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 5,675 | $632.0K | 0.02% | −800−12.4% | Reduced |
| Canada Pension Plan Investment Board | 5,641 | $628.0K | 0.00% | +3,957+235.0% | 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 |
| First Hawaiian Bank | 5,477 | $609.0K | 0.02% | +58+1.1% | Added |
| Montecito Bank & Trust | 5,356 | $597.0K | 0.11% | −100−1.8% | Reduced |
| Handelsbanken Fonder AB | 5,237 | $583.0K | 0.00% | +2,500+91.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,230 | $582.0K | 0.00% | +95+1.9% | Added |
| 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 |
| Dana Investment Advisors, Inc. | 4,896 | $545.0K | 0.03% | +4,896 | New |
| Commonwealth Equity Services, LLC | 4,866 | $541.0K | 0.00% | +2,208+83.1% | Added |
| Angeles Wealth Management, LLC | 4,853 | $540.0K | 0.10% | +4,853 | New |
| Cornerstone Investment Partners, LLC | 4,656 | $518.0K | 0.03% | −41−0.9% | Reduced |
| Captrust Financial Advisors | 4,527 | $504.0K | 0.00% | +76+1.7% | Added |
| Zions Bancorporation, N.A. | 4,298 | $478.0K | 0.04% | +2,048+91.0% | Added |
| Xponance, Inc. | 4,262 | $474.0K | 0.01% | −60−1.4% | Reduced |
| 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 |
| Compton Capital Management Inc | 4,200 | $468.0K | 0.13% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 4,180 | $465.0K | 0.03% | −300−6.7% | Reduced |
| Nisa Investment Advisors, LLC | 4,125 | $459.0K | 0.00% | −130−3.1% | Reduced |
| Navellier & Associates Inc | 4,047 | $451.0K | 0.08% | −19−0.5% | Reduced |
| Buckhead Capital Management LLC | 4,032 | $449.0K | 0.10% | +402+11.1% | Added |
| TD Ameritrade Investment Management, LLC | 4,017 | $447.0K | 0.00% | +280+7.5% | Added |
| Lingohr & Partner Asset Management GmbH | 3,975 | $442.0K | 1.16% | +651+19.6% | Added |
| Los Angeles Capital Management LLC | 3,952 | $440.0K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,896 | $434.0K | 0.05% | −17−0.4% | Reduced |
| Public Employees Retirement Association of Colorado | 3,882 | $432.0K | 0.00% | −2,337−37.6% | Reduced |
| TownSquare Capital, LLC | 3,795 | $422.0K | 0.01% | −127−3.2% | Reduced |
| Flagship Harbor Advisors, LLC | 3,761 | $419.0K | 0.04% | +237+6.7% | Added |
| Securian Asset Management, Inc | 3,456 | $385.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 3,351 | $373.0K | 0.00% | −5,353−61.5% | Reduced |
| Corton Capital Inc. | 3,244 | $361.0K | 0.16% | +3,244 | New |
| Ritholtz Wealth Management | 3,183 | $354.0K | 0.02% | +243+8.3% | 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 |
| 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 |
| XTX Topco Ltd | 3,084 | $343.0K | 0.15% | +3,084 | New |
| Jump Financial, LLC | 3,062 | $341.0K | 0.01% | +3,062 | New |
| Wambolt & Associates, LLC | 3,032 | $339.0K | 0.12% | +317+11.7% | Added |
| Maryland State Retirement & Pension System | 3,021 | $336.0K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 2,999 | $334.0K | 0.02% | +529+21.4% | Added |
| ProShare Advisors LLC | 2,996 | $333.0K | 0.00% | −530−15.0% | Reduced |
| Park Avenue Securities LLC | 2,974 | $331.0K | 0.01% | −294−9.0% | 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 |
| Personal Cfo Solutions, LLC | 2,763 | $308.0K | 0.06% | −47−1.7% | Reduced |
| M&T Bank Corp | 2,765 | $307.0K | 0.00% | +133+5.1% | Added |
| Ergoteles LLC | 2,699 | $300.0K | 0.01% | +2,699 | New |
| 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 |
| ExodusPoint Capital Management, LP | 2,597 | $289.0K | 0.00% | −928−26.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 2,524 | $281.0K | 0.10% | −64−2.5% | Reduced |
| Snowden Capital Advisors LLC | 2,518 | $280.0K | 0.01% | +375+17.5% | Added |
| The PNC Financial Services Group, Inc. | 2,512 | $279.0K | 0.00% | +34+1.4% | Added |
| Pictet Asset Management SA | 2,491 | $277.0K | 0.00% | +201+8.8% | Added |
| Convergence Investment Partners, LLC | 2,473 | $275.0K | 0.14% | +498+25.2% | Added |
| Regentatlantic Capital LLC | 2,447 | $272.0K | 0.01% | −9−0.4% | Reduced |
| Caxton Associates LP | 2,394 | $267.0K | 0.03% | 00.0% | Unchanged |
| Intersect Capital LLC | 2,391 | $266.0K | 0.05% | +2,391 | New |