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, Q2 2022
Institutional positions in Evercore Inc. as of Jun 30, 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
- 382
- −15 vs. Q1 2022
- Shares held
- 31.8M
- −1.58M (−4.7%) vs. Q1 2022
- Total value
- $2.98B
- −$731.8M (−19.7%) vs. Q1 2022
- New holders
- 45
- 152 more added
- Sold out
- 60
- 143 more reduced
9 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,055,272 | $379.6M | 0.01% | +185,497+4.8% | Added |
| BlackRock Inc. | 3,583,425 | $335.4M | 0.01% | +195,343+5.8% | Added |
| JPMorgan Chase & Co | 1,375,684 | $128.8M | 0.02% | +18,894+1.4% | Added |
| State Street Corp | 1,090,616 | $102.1M | 0.01% | +14,066+1.3% | Added |
| Dimensional Fund Advisors LP | 865,087 | $81.0M | 0.03% | −4,458−0.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 823,970 | $77.1M | 0.31% | +171,430+26.3% | Added |
| Charles Schwab Investment Management Inc | 726,963 | $68.1M | 0.02% | +48,210+7.1% | Added |
| Geode Capital Management, LLC | 699,038 | $65.4M | 0.01% | +100,145+16.7% | Added |
| Goldman Sachs Group Inc | 611,906 | $57.3M | 0.02% | −83,230−12.0% | Reduced |
| Morgan Stanley | 576,092 | $53.9M | 0.01% | −136,202−19.1% | Reduced |
| Bank of New York Mellon Corp | 540,944 | $50.6M | 0.01% | −19,617−3.5% | Reduced |
| Bahl & Gaynor Inc | 519,179 | $48.6M | 0.32% | +152,751+41.7% | Added |
| Millennium Management LLC | 503,439 | $47.1M | 0.06% | −15,619−3.0% | Reduced |
| Renaissance Technologies LLC | 469,200 | $43.9M | 0.05% | +221,400+89.3% | Added |
| Primecap Management Co | 437,800 | $41.0M | 0.04% | +26,500+6.4% | Added |
| Boston Partners | 391,136 | $37.0M | 0.05% | −147,941−27.4% | Reduced |
| Wellington Management Group LLP | 390,849 | $36.6M | 0.01% | +112,807+40.6% | Added |
| Nitorum Capital, L.P. | 385,911 | $36.1M | 2.66% | 00.0% | Unchanged |
| First Trust Advisors LP | 370,626 | $34.7M | 0.04% | +34,518+10.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 369,961 | $34.6M | 0.24% | +65,511+21.5% | Added |
| Citadel Advisors LLC | 369,527 | $34.6M | 0.05% | −133,283−26.5% | Reduced |
| Copeland Capital Management, LLC | 362,115 | $33.9M | 1.07% | −1,512−0.4% | Reduced |
| Norges Bank | 351,066 | $32.9M | 0.01% | −2,960−0.8% | Reduced |
| Franklin Resources Inc | 347,821 | $32.6M | 0.02% | −10,542−2.9% | Reduced |
| Northern Trust Corp | 333,389 | $31.2M | 0.01% | −61,659−15.6% | Reduced |
| Bank of America Corp | 318,457 | $29.8M | 0.00% | −29,532−8.5% | Reduced |
| AQR Capital Management LLC | 302,845 | $28.1M | 0.06% | +9,151+3.1% | Added |
| Holocene Advisors, LP | 288,963 | $27.1M | 0.16% | +13,563+4.9% | Added |
| Nuveen Asset Management, LLC | 287,556 | $26.9M | 0.01% | +53,268+22.7% | Added |
| Boston Trust Walden Corp | 258,002 | $24.2M | 0.23% | +4,391+1.7% | Added |
| Frontier Capital Management Co LLC | 241,169 | $22.6M | 0.26% | +360.0% | Added |
| Clark Capital Management Group, Inc. | 232,916 | $21.8M | 0.29% | +10,943+4.9% | Added |
| Panagora Asset Management Inc | 227,027 | $21.3M | 0.14% | +74,617+49.0% | Added |
| American Century Companies Inc | 219,598 | $20.6M | 0.02% | +120,711+122.1% | Added |
| Bernzott Capital Advisors | 209,563 | $19.6M | 2.17% | +141+0.1% | Added |
| UBS Asset Management Americas Inc | 208,861 | $19.6M | 0.01% | +7,619+3.8% | Added |
| TimesSquare Capital Management, LLC | 201,955 | $18.9M | 0.26% | −132,100−39.5% | Reduced |
| Wedge Capital Management L L P | 189,162 | $17.7M | 0.28% | +1,317+0.7% | Added |
| Ariel Investments, LLC | 188,977 | $17.7M | 0.18% | −24,030−11.3% | Reduced |
| Royal Bank of Canada | 185,145 | $17.3M | 0.01% | −17,055−8.4% | Reduced |
| State of Wisconsin Investment Board | 178,779 | $16.7M | 0.04% | +6,801+4.0% | Added |
| Allspring Global Investments Holdings, LLC | 178,299 | $16.7M | 0.03% | −55,232−23.7% | Reduced |
| Ameriprise Financial Inc | 173,464 | $16.2M | 0.01% | −8,605−4.7% | Reduced |
| Wells Fargo & Company | 170,584 | $16.0M | 0.01% | −103,830−37.8% | Reduced |
| Marshall Wace, LLP | 164,942 | $15.4M | 0.04% | −25,460−13.4% | Reduced |
| Principal Financial Group Inc | 159,580 | $14.9M | 0.01% | +9,710+6.5% | Added |
| Invesco Ltd. | 156,094 | $14.6M | 0.00% | −109,486−41.2% | Reduced |
| Glenmede Trust Co NA | 152,033 | $14.2M | 0.08% | −19,524−11.4% | Reduced |
| Schroder Investment Management Group | 144,623 | $13.8M | 0.02% | −47,945−24.9% | Reduced |
| Macquarie Group Ltd | 146,769 | $13.7M | 0.02% | +288+0.2% | Added |
| Retirement Systems of Alabama | 130,756 | $12.2M | 0.05% | +2,279+1.8% | Added |
| Lord, Abbett & Co. LLC | 129,310 | $12.1M | 0.04% | −180,943−58.3% | Reduced |
| Paralel Advisors LLC | 125,000 | $11.7M | 0.78% | 00.0% | Unchanged |
| Man Group plc | – | $11.1M | 0.05% | – | – |
| Alliancebernstein L.P. | 116,276 | $10.9M | 0.00% | −50,108−30.1% | Reduced |
| Fort Washington Investment Advisors Inc | 114,540 | $10.7M | 0.08% | −19,370−14.5% | Reduced |
| Rhumbline Advisers | 111,194 | $10.4M | 0.02% | +12,547+12.7% | Added |
| Ensign Peak Advisors, Inc | 109,429 | $10.2M | 0.02% | +26,015+31.2% | Added |
| Epoch Investment Partners, Inc. | 108,911 | $10.2M | 0.06% | +68,406+168.9% | Added |
| Peregrine Capital Management LLC | 99,640 | $9.33M | 0.28% | −400.0% | Reduced |
| Royce & Associates LP | 98,980 | $9.27M | 0.10% | −31,429−24.1% | Reduced |
| CCM Investment Advisers LLC | 98,394 | $9.21M | 1.48% | +5,024+5.4% | Added |
| Jacobs Levy Equity Management, Inc | 97,967 | $9.17M | 0.07% | −99,456−50.4% | Reduced |
| Envestnet Asset Management Inc | 97,938 | $9.17M | 0.01% | +2,969+3.1% | Added |
| Qube Research & Technologies Ltd | 94,289 | $8.83M | 0.07% | −45,371−32.5% | Reduced |
| Swiss National Bank | 90,500 | $8.47M | 0.01% | −1,700−1.8% | Reduced |
| Cubist Systematic Strategies, LLC | 90,020 | $8.43M | 0.06% | +12,063+15.5% | Added |
| Victory Capital Management Inc | 89,317 | $8.36M | 0.01% | +20,032+28.9% | Added |
| Ziegler Capital Management, LLC | 86,750 | $8.12M | 0.33% | −21,281−19.7% | Reduced |
| Eaton Vance Management | 85,692 | $8.02M | 0.01% | +1,405+1.7% | Added |
| Point72 Asset Management, L.P. | 82,424 | $7.72M | 0.04% | +82,424 | New |
| Legal & General Group Plc | 82,259 | $7.70M | 0.00% | +2,107+2.6% | Added |
| California Public Employees Retirement System | 79,167 | $7.41M | 0.01% | −5,869−6.9% | Reduced |
| UBS Group AG | 72,795 | $6.82M | 0.00% | +712+1.0% | Added |
| Nordea Investment Management AB | 70,831 | $6.58M | 0.01% | −6,381−8.3% | Reduced |
| American International Group, Inc. | 67,042 | $6.28M | 0.04% | +952+1.4% | Added |
| Martingale Asset Management L P | 66,104 | $6.19M | 0.11% | −17,773−21.2% | Reduced |
| Brandywine Global Investment Management, LLC | 65,882 | $6.17M | 0.05% | −336−0.5% | Reduced |
| Moody Aldrich Partners LLC | 64,635 | $6.05M | 1.19% | −50,441−43.8% | Reduced |
| Federated Hermes, Inc. | 63,952 | $5.99M | 0.02% | +152+0.2% | Added |
| Comerica Bank | 63,970 | $5.98M | 0.05% | +2,225+3.6% | Added |
| Bridgewater Associates, LP | 62,877 | $5.89M | 0.02% | +62,877 | New |
| Fisher Asset Management, LLC | 62,456 | $5.85M | 0.00% | +159+0.3% | Added |
| Assenagon Asset Management S.A. | 58,521 | $5.48M | 0.02% | +58,521 | New |
| Ceredex Value Advisors LLC | 54,668 | $5.12M | 0.08% | −73,459−57.3% | Reduced |
| New York State Teachers Retirement System | 54,152 | $5.07M | 0.01% | +318+0.6% | Added |
| Pekin Hardy Strauss, Inc. | 53,740 | $5.03M | 0.78% | +15,318+39.9% | Added |
| Two Sigma Advisers, LP | 52,200 | $4.89M | 0.01% | −500−0.9% | Reduced |
| State Board of Administration of Florida Retirement System | 50,056 | $4.69M | 0.01% | −10,422−17.2% | Reduced |
| California State Teachers Retirement System | 49,256 | $4.61M | 0.01% | −653−1.3% | Reduced |
| Redwood Investment Management, LLC | 48,475 | $4.54M | 0.76% | −8,785−15.3% | Reduced |
| Bank of Nova Scotia | 48,100 | $4.50M | 0.01% | +48,100 | New |
| First Republic Investment Management, Inc. | 47,517 | $4.45M | 0.01% | −30,670−39.2% | Reduced |
| South Dakota Investment Council | 47,157 | $4.41M | 0.10% | +816+1.8% | Added |
| Voya Investment Management LLC | 43,623 | $4.08M | 0.01% | +15,215+53.6% | Added |
| New York State Common Retirement Fund | 43,277 | $4.05M | 0.01% | −14,173−24.7% | Reduced |
| Guggenheim Capital LLC | 43,037 | $4.03M | 0.03% | −11,308−20.8% | Reduced |
| ExodusPoint Capital Management, LP | 42,940 | $4.02M | 0.06% | +40,343+1,553.4% | Added |
| Basswood Capital Management, L.L.C. | 40,700 | $3.81M | 0.24% | +40,700 | New |
| Executive Wealth Management, LLC | 40,250 | $3.77M | 0.51% | −7,850−16.3% | Reduced |