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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 2,602 | $244.0K | 0.01% | +1,264+94.5% | Added |
| Oak Thistle LLC | 2,607 | $244.0K | 0.47% | +2,607 | New |
| Teza Capital Management LLC | 2,676 | $251.0K | 0.10% | +420+18.6% | Added |
| Coldstream Capital Management Inc | 2,708 | $253.0K | 0.01% | +101+3.9% | Added |
| Regions Financial Corp | 2,804 | $262.0K | 0.00% | −289−9.3% | Reduced |
| Mackenzie Financial Corp | 2,910 | $272.0K | 0.00% | −11,827−80.3% | Reduced |
| Boothbay Fund Management, LLC | 2,942 | $275.0K | 0.01% | +2,942 | New |
| Gyon Technologies Capital Management, LP | 2,950 | $276.0K | 0.08% | +2,950 | New |
| Maryland State Retirement & Pension System | 3,021 | $283.0K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 4,302 | $284.0K | 0.00% | +1,537+55.6% | Added |
| TD Ameritrade Investment Management, LLC | 3,099 | $290.0K | 0.00% | −918−22.9% | Reduced |
| Boenning & Scattergood, Inc. | 3,106 | $291.0K | 0.05% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,168 | $296.0K | 0.03% | +3,168 | New |
| Gsa Capital Partners LLP | 3,292 | $308.0K | 0.05% | +3,292 | New |
| Flagship Harbor Advisors, LLC | 3,326 | $311.0K | 0.03% | −435−11.6% | Reduced |
| Ergoteles LLC | 3,360 | $315.0K | 0.01% | +661+24.5% | Added |
| Capital Impact Advisors, LLC | 3,381 | $316.0K | 0.29% | −838−19.9% | Reduced |
| JustInvest LLC | 3,410 | $319.0K | 0.01% | +1,492+77.8% | Added |
| Wambolt & Associates, LLC | 3,437 | $322.0K | 0.13% | +405+13.4% | Added |
| Los Angeles Capital Management LLC | 3,552 | $333.0K | 0.00% | −400−10.1% | Reduced |
| LPL Financial LLC | 3,592 | $336.0K | 0.00% | −1,403−28.1% | Reduced |
| Commonwealth Equity Services, LLC | 3,610 | $338.0K | 0.00% | −1,256−25.8% | Reduced |
| Jane Street Group, LLC | 3,631 | $340.0K | 0.00% | −7,407−67.1% | Reduced |
| Securian Asset Management, Inc | 3,701 | $346.0K | 0.01% | +245+7.1% | Added |
| Park Avenue Securities LLC | 3,829 | $358.0K | 0.01% | +855+28.7% | Added |
| FMR LLC | 3,877 | $363.0K | 0.00% | −21,005−84.4% | Reduced |
| We Are One Seven, LLC | 3,874 | $363.0K | 0.05% | −22−0.6% | Reduced |
| Public Employees Retirement Association of Colorado | 3,882 | $363.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 3,892 | $364.3K | 0.01% | +13+0.3% | Added |
| Verition Fund Management LLC | 3,939 | $369.0K | 0.01% | −21,476−84.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,965 | $371.0K | 0.00% | +3,965 | New |
| Buckhead Capital Management LLC | 4,087 | $383.0K | 0.09% | +55+1.4% | Added |
| Prelude Capital Management, LLC | 4,095 | $383.0K | 0.02% | +4,095 | New |
| Pitcairn Co | 4,283 | $401.0K | 0.04% | +4,283 | New |
| Snowden Capital Advisors LLC | 4,302 | $402.0K | 0.02% | +1,784+70.8% | Added |
| MQS Management LLC | 4,502 | $421.0K | 0.29% | +4,502 | New |
| DGS Capital Management, LLC | 4,522 | $423.0K | 0.34% | +1,916+73.5% | Added |
| Donoghue Forlines LLC | 4,584 | $429.0K | 0.11% | −3,883−45.9% | Reduced |
| Great Lakes Advisors, LLC | 4,599 | $430.0K | 0.01% | −163,607−97.3% | Reduced |
| Cornerstone Investment Partners, LLC | 4,640 | $434.0K | 0.03% | −16−0.3% | Reduced |
| Captrust Financial Advisors | 4,734 | $443.0K | 0.00% | +207+4.6% | Added |
| Xponance, Inc. | 4,768 | $446.0K | 0.01% | +506+11.9% | Added |
| Balasa Dinverno & Foltz LLC | 4,813 | $451.0K | 0.03% | +4,813 | New |
| Angeles Wealth Management, LLC | 4,843 | $453.0K | 0.09% | −10−0.2% | Reduced |
| Mercer Global Advisors Inc | 5,174 | $484.0K | 0.00% | −1,602−23.6% | Reduced |
| Handelsbanken Fonder AB | 5,237 | $490.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 5,373 | $503.0K | 0.14% | −472−8.1% | Reduced |
| Zions Bancorporation, N.A. | 5,380 | $504.0K | 0.05% | +1,082+25.2% | Added |
| HGK Asset Management Inc | 5,453 | $510.0K | 0.19% | −107−1.9% | Reduced |
| Trexquant Investment LP | 5,460 | $511.0K | 0.02% | −5,535−50.3% | Reduced |
| First Hawaiian Bank | 5,474 | $512.0K | 0.02% | −3−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,655 | $529.0K | 0.00% | +425+8.1% | Added |
| Sit Investment Associates Inc | 5,675 | $531.0K | 0.02% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 5,760 | $539.0K | 0.13% | 00.0% | Unchanged |
| Swedbank AB | 5,800 | $542.9K | 0.00% | +5,800 | New |
| State of Alaska, Department of Revenue | 5,827 | $545.0K | 0.01% | +265+4.8% | Added |
| MML Investors Services, LLC | 5,879 | $550.0K | 0.00% | −295−4.8% | Reduced |
| Bayesian Capital Management, LP | 6,101 | $571.0K | 0.11% | −2,900−32.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,206 | $581.0K | 0.00% | +121+2.0% | Added |
| Simplex Trading, LLC | 6,308 | $590.0K | 0.02% | +6,308 | New |
| Teacher Retirement System of Texas | 6,354 | $595.0K | 0.00% | −1,755−21.6% | Reduced |
| Magnetar Financial LLC | 6,383 | $598.0K | 0.01% | +209+3.4% | Added |
| New Mexico Educational Retirement Board | 6,400 | $599.0K | 0.03% | −2,300−26.4% | Reduced |
| Aviva PLC | 6,453 | $604.0K | 0.00% | +591+10.1% | Added |
| PEAK6 Investments LLC | 6,169 | $606.3K | 0.01% | +4,835+362.4% | Added |
| Shell Asset Management Co | 6,486 | $607.0K | 0.02% | +549+9.2% | Added |
| BancorpSouth Bank | 6,493 | $608.0K | 0.09% | −43−0.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,752 | $632.0K | 0.26% | +218+3.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,795 | $636.0K | 0.01% | +314+4.8% | Added |
| Neuberger Berman Group LLC | 6,877 | $644.0K | 0.00% | −554−7.5% | Reduced |
| Polianta Ltd | 6,900 | $645.0K | 0.55% | +6,900 | New |
| HN Saltoro Capital, LP | 40,000 | $652.0K | 1.04% | +40,000 | New |
| Prudential PLC | 6,972 | $653.0K | 0.01% | +247+3.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,990 | $654.0K | 0.09% | +6,990 | New |
| Globeflex Capital L P | 7,085 | $663.0K | 0.16% | 00.0% | Unchanged |
| James Investment Research Inc | 7,594 | $711.0K | 0.10% | +25+0.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,772 | $728.0K | 0.05% | +663+9.3% | Added |
| Fifth Third Bancorp | 7,822 | $732.0K | 0.00% | +140+1.8% | Added |
| Wright Investors Service Inc | 7,965 | $745.0K | 0.21% | +514+6.9% | Added |
| PDT Partners, LLC | 8,042 | $753.0K | 0.07% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 8,343 | $781.0K | 0.23% | −4,513−35.1% | Reduced |
| Deutsche Bank AG | 8,502 | $796.0K | 0.00% | −522,022−98.4% | Reduced |
| APG Asset Management N.V. | 8,900 | $797.0K | 0.00% | −9,460−51.5% | Reduced |
| Kendall Capital Management | 8,590 | $804.0K | 0.44% | +235+2.8% | Added |
| Pinebridge Investments, L.P. | 8,723 | $817.0K | 0.01% | −10,576−54.8% | Reduced |
| AlphaCrest Capital Management LLC | 8,882 | $831.0K | 0.04% | −20,133−69.4% | Reduced |
| Campbell Newman Asset Management Inc | 8,897 | $833.0K | 0.09% | +381+4.5% | Added |
| Washington Trust Advisors, Inc. | 9,220 | $863.0K | 0.08% | −500−5.1% | Reduced |
| Crossmark Global Holdings, Inc. | 9,290 | $870.0K | 0.02% | +140+1.5% | Added |
| EFG Asset Management (North America) Corp. | 9,307 | $871.0K | 0.18% | −10,872−53.9% | Reduced |
| Bridge City Capital, LLC | 9,499 | $889.0K | 0.47% | −16−0.2% | Reduced |
| Janney Montgomery Scott LLC | 9,250 | $895.0K | 0.00% | −2,452−21.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,771 | $915.0K | 0.02% | −499−4.9% | Reduced |
| Cornercap Investment Counsel Inc | 9,889 | $926.0K | 0.16% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 10,060 | $942.0K | 0.16% | +10,060 | New |
| State of Michigan Retirement System | 10,305 | $965.0K | 0.01% | +400+4.0% | Added |
| Arizona State Retirement System | 10,407 | $974.0K | 0.01% | −140−1.3% | Reduced |
| Thrivent Financial for Lutherans | 10,650 | $997.0K | 0.00% | +454+4.5% | Added |
| Louisiana State Employees Retirement System | 10,700 | $1.00M | 0.03% | +500+4.9% | Added |
| Pearl River Capital, LLC | 10,747 | $1.01M | 0.24% | −2,976−21.7% | Reduced |