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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 10,826 | $1.01M | 0.04% | +321+3.1% | Added |
| Paragon Capital Management Inc | 10,873 | $1.02M | 1.03% | +10,873 | New |
| Essex Investment Management Co LLC | 11,092 | $1.04M | 0.17% | −1,094−9.0% | Reduced |
| SG Americas Securities, LLC | 11,145 | $1.04M | 0.01% | −619−5.3% | Reduced |
| Rocky Mountain Advisers, LLC | 11,150 | $1.04M | 1.29% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 11,274 | $1.05M | 0.00% | −42,476−79.0% | Reduced |
| Oregon Public Employees Retirement Fund | 11,267 | $1.05M | 0.02% | −1,200−9.6% | Reduced |
| AXA S.A. | 11,800 | $1.10M | 0.00% | −111,800−90.5% | Reduced |
| TCW Group Inc | 11,949 | $1.12M | 0.01% | −15−0.1% | Reduced |
| Rafferty Asset Management, LLC | 12,007 | $1.12M | 0.01% | −7,164−37.4% | Reduced |
| Price T Rowe Associates Inc | 12,202 | $1.14M | 0.00% | −345−2.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 12,436 | $1.16M | 0.00% | −169−1.3% | Reduced |
| Monument Capital Management | 12,598 | $1.18M | 0.44% | −1,677−11.7% | Reduced |
| Capital Fund Management S.A. | 12,602 | $1.18M | 0.03% | +2,154+20.6% | Added |
| BNP Paribas Arbitrage, SA | 12,979 | $1.21M | 0.00% | −4,836−27.1% | Reduced |
| Canada Pension Plan Investment Board | 13,141 | $1.23M | 0.00% | +7,500+133.0% | Added |
| Advisors Capital Management, LLC | 13,547 | $1.27M | 0.04% | +312+2.4% | Added |
| Allianz Asset Management GmbH | 13,685 | $1.28M | 0.00% | −4,235−23.6% | Reduced |
| Covington Capital Management | 13,825 | $1.29M | 0.05% | −48−0.3% | Reduced |
| Occudo Quantitative Strategies LP | 13,874 | $1.30M | 0.11% | +13,874 | New |
| Susquehanna International Group, LLP | 14,116 | $1.32M | 0.00% | +10,765+321.2% | Added |
| Dana Investment Advisors, Inc. | 14,159 | $1.32M | 0.07% | +9,263+189.2% | Added |
| Janus Henderson Group PLC | 14,291 | $1.34M | 0.00% | +4,900+52.2% | Added |
| Virtu Financial LLC | 14,465 | $1.35M | 0.12% | +11,466+382.3% | Added |
| Alps Advisors Inc | 14,484 | $1.36M | 0.01% | +11,378+366.3% | Added |
| Asset Management One Co.,Ltd. | 14,739 | $1.38M | 0.01% | −3,371−18.6% | Reduced |
| Nations Financial Group Inc, | 14,748 | $1.38M | 0.19% | +380+2.6% | Added |
| Harbor Advisors LLC | 15,000 | $1.40M | 0.34% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15,389 | $1.44M | 0.30% | +1,043+7.3% | Added |
| Toroso Investments, LLC | 15,386 | $1.44M | 0.05% | +1,381+9.9% | Added |
| DuPont Capital Management Corp | 15,461 | $1.45M | 0.07% | +3,126+25.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,071 | $1.50M | 0.02% | +1,771+12.4% | Added |
| HSBC Holdings PLC | 16,114 | $1.51M | 0.00% | +3,261+25.4% | Added |
| Russell Investments Group, Ltd. | 16,287 | $1.52M | 0.00% | −95,460−85.4% | Reduced |
| Mastrapasqua Asset Management Inc | 17,090 | $1.60M | 0.22% | −525−3.0% | Reduced |
| Barclays PLC | 17,280 | $1.62M | 0.00% | −1,134−6.2% | Reduced |
| Treasurer of the State of North Carolina | 17,371 | $1.63M | 0.01% | +3,343+23.8% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 17,480 | $1.64M | 0.14% | +340+2.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 17,664 | $1.65M | 0.00% | +6,245+54.7% | Added |
| Prudential Financial Inc | 17,787 | $1.70M | 0.00% | −4,704−20.9% | Reduced |
| GW&K Investment Management, LLC | 18,505 | $1.73M | 0.02% | +2,226+13.7% | Added |
| Dynamic Technology Lab Private Ltd | 18,880 | $1.77M | 0.20% | −4,240−18.3% | Reduced |
| Advisor Group Holdings, Inc. | 18,914 | $1.77M | 0.00% | +638+3.5% | Added |
| Interval Partners, LP | 19,995 | $1.87M | 0.13% | +3,706+22.8% | Added |
| Winton Group Ltd | 20,006 | $1.87M | 0.10% | −43,586−68.5% | Reduced |
| State of Tennessee, Treasury Department | 20,671 | $1.94M | 0.01% | −40,000−65.9% | Reduced |
| State of New Jersey Common Pension Fund D | 20,735 | $1.94M | 0.01% | −2,237−9.7% | Reduced |
| Gotham Asset Management, LLC | 20,948 | $1.96M | 0.06% | +6,842+48.5% | Added |
| Duality Advisers, LP | 20,964 | $1.96M | 0.19% | +20,964 | New |
| Vident Investment Advisory, LLC | 21,070 | $1.97M | 0.06% | +1,963+10.3% | Added |
| Public Employees Retirement System of Ohio | 22,232 | $2.08M | 0.01% | −3,528−13.7% | Reduced |
| US Bancorp | 22,340 | $2.09M | 0.00% | −9,474−29.8% | Reduced |
| Alaska Permanent Fund Corp | 22,900 | $2.14M | 0.03% | +5,100+28.7% | Added |
| Engineers Gate Manager LP | 22,997 | $2.15M | 0.08% | +10,909+90.2% | Added |
| Arrowstreet Capital, Limited Partnership | 23,065 | $2.16M | 0.00% | +23,065 | New |
| Citigroup Inc | 23,446 | $2.19M | 0.00% | −10,088−30.1% | Reduced |
| Brinker Capital Investments, LLC | 24,174 | $2.26M | 0.04% | +4,536+23.1% | Added |
| Yousif Capital Management, LLC | 24,336 | $2.28M | 0.03% | +1,650+7.3% | Added |
| Truist Financial Corp | 24,515 | $2.29M | 0.00% | −5,668−18.8% | Reduced |
| Sarasin & Partners LLP | 25,000 | $2.34M | 0.03% | 00.0% | Unchanged |
| Bank of Montreal | 23,839 | $2.35M | 0.00% | +12,020+101.7% | Added |
| Hussman Strategic Advisors, Inc. | 26,000 | $2.43M | 0.42% | 00.0% | Unchanged |
| MetLife Investment Management | 26,340 | $2.47M | 0.02% | +1,124+4.5% | Added |
| Morse Asset Management, Inc | 26,534 | $2.48M | 0.80% | +14+0.1% | Added |
| Verdence Capital Advisors LLC | 26,949 | $2.52M | 0.33% | +5,812+27.5% | Added |
| Great West Life Assurance Co | 26,976 | $2.52M | 0.01% | +3,915+17.0% | Added |
| Tudor Investment Corp Et Al | 28,045 | $2.63M | 0.08% | +8,656+44.6% | Added |
| Texas Permanent School Fund | 29,341 | $2.75M | 0.04% | +1,678+6.1% | Added |
| Amalgamated Bank | 29,344 | $2.75M | 0.03% | +2,518+9.4% | Added |
| Stifel Financial Corp | 29,567 | $2.77M | 0.00% | +1,450+5.2% | Added |
| Azora Capital LP | 30,529 | $2.86M | 0.70% | +30,529 | New |
| Nisa Investment Advisors, LLC | 31,017 | $2.90M | 0.03% | +26,892+651.9% | Added |
| Kettle Hill Capital Management, LLC | 31,254 | $2.93M | 0.74% | +31,254 | New |
| Employees Retirement System of Texas | 31,500 | $2.95M | 0.04% | 00.0% | Unchanged |
| Leuthold Group, LLC | 33,465 | $3.13M | 0.44% | −13,880−29.3% | Reduced |
| Mutual of America Capital Management LLC | 33,930 | $3.18M | 0.04% | −1,652−4.6% | Reduced |
| Manufacturers Life Insurance Company, The | 34,054 | $3.19M | 0.00% | +1,068+3.2% | Added |
| SEI Investments Co | 34,963 | $3.28M | 0.01% | −5,193−12.9% | Reduced |
| Raymond James & Associates | 35,245 | $3.30M | 0.00% | +1,540+4.6% | Added |
| Credit Suisse AG | 35,364 | $3.31M | 0.00% | −3,275−8.5% | Reduced |
| Seizert Capital Partners, LLC | 36,565 | $3.42M | 0.18% | +22,253+155.5% | Added |
| Advisors Asset Management, Inc. | 38,755 | $3.63M | 0.07% | +38,755 | New |
| Executive Wealth Management, LLC | 40,250 | $3.77M | 0.51% | −7,850−16.3% | Reduced |
| Basswood Capital Management, L.L.C. | 40,700 | $3.81M | 0.24% | +40,700 | New |
| ExodusPoint Capital Management, LP | 42,940 | $4.02M | 0.06% | +40,343+1,553.4% | Added |
| Guggenheim Capital LLC | 43,037 | $4.03M | 0.03% | −11,308−20.8% | Reduced |
| New York State Common Retirement Fund | 43,277 | $4.05M | 0.01% | −14,173−24.7% | Reduced |
| Voya Investment Management LLC | 43,623 | $4.08M | 0.01% | +15,215+53.6% | Added |
| South Dakota Investment Council | 47,157 | $4.41M | 0.10% | +816+1.8% | Added |
| First Republic Investment Management, Inc. | 47,517 | $4.45M | 0.01% | −30,670−39.2% | Reduced |
| Bank of Nova Scotia | 48,100 | $4.50M | 0.01% | +48,100 | New |
| Redwood Investment Management, LLC | 48,475 | $4.54M | 0.76% | −8,785−15.3% | Reduced |
| California State Teachers Retirement System | 49,256 | $4.61M | 0.01% | −653−1.3% | Reduced |
| State Board of Administration of Florida Retirement System | 50,056 | $4.69M | 0.01% | −10,422−17.2% | Reduced |
| Two Sigma Advisers, LP | 52,200 | $4.89M | 0.01% | −500−0.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 53,740 | $5.03M | 0.78% | +15,318+39.9% | Added |
| New York State Teachers Retirement System | 54,152 | $5.07M | 0.01% | +318+0.6% | Added |
| Ceredex Value Advisors LLC | 54,668 | $5.12M | 0.08% | −73,459−57.3% | Reduced |
| Assenagon Asset Management S.A. | 58,521 | $5.48M | 0.02% | +58,521 | New |
| Fisher Asset Management, LLC | 62,456 | $5.85M | 0.00% | +159+0.3% | Added |