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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 62,877 | $5.89M | 0.02% | +62,877 | New |
| Comerica Bank | 63,970 | $5.98M | 0.05% | +2,225+3.6% | Added |
| Federated Hermes, Inc. | 63,952 | $5.99M | 0.02% | +152+0.2% | Added |
| Moody Aldrich Partners LLC | 64,635 | $6.05M | 1.19% | −50,441−43.8% | Reduced |
| Brandywine Global Investment Management, LLC | 65,882 | $6.17M | 0.05% | −336−0.5% | Reduced |
| Martingale Asset Management L P | 66,104 | $6.19M | 0.11% | −17,773−21.2% | Reduced |
| American International Group, Inc. | 67,042 | $6.28M | 0.04% | +952+1.4% | Added |
| Nordea Investment Management AB | 70,831 | $6.58M | 0.01% | −6,381−8.3% | Reduced |
| UBS Group AG | 72,795 | $6.82M | 0.00% | +712+1.0% | Added |
| California Public Employees Retirement System | 79,167 | $7.41M | 0.01% | −5,869−6.9% | Reduced |
| Legal & General Group Plc | 82,259 | $7.70M | 0.00% | +2,107+2.6% | Added |
| Point72 Asset Management, L.P. | 82,424 | $7.72M | 0.04% | +82,424 | New |
| Eaton Vance Management | 85,692 | $8.02M | 0.01% | +1,405+1.7% | Added |
| Ziegler Capital Management, LLC | 86,750 | $8.12M | 0.33% | −21,281−19.7% | Reduced |
| Victory Capital Management Inc | 89,317 | $8.36M | 0.01% | +20,032+28.9% | Added |
| Cubist Systematic Strategies, LLC | 90,020 | $8.43M | 0.06% | +12,063+15.5% | Added |
| Swiss National Bank | 90,500 | $8.47M | 0.01% | −1,700−1.8% | Reduced |
| Qube Research & Technologies Ltd | 94,289 | $8.83M | 0.07% | −45,371−32.5% | Reduced |
| Envestnet Asset Management Inc | 97,938 | $9.17M | 0.01% | +2,969+3.1% | Added |
| Jacobs Levy Equity Management, Inc | 97,967 | $9.17M | 0.07% | −99,456−50.4% | Reduced |
| CCM Investment Advisers LLC | 98,394 | $9.21M | 1.48% | +5,024+5.4% | Added |
| Royce & Associates LP | 98,980 | $9.27M | 0.10% | −31,429−24.1% | Reduced |
| Peregrine Capital Management LLC | 99,640 | $9.33M | 0.28% | −400.0% | Reduced |
| Epoch Investment Partners, Inc. | 108,911 | $10.2M | 0.06% | +68,406+168.9% | Added |
| Ensign Peak Advisors, Inc | 109,429 | $10.2M | 0.02% | +26,015+31.2% | Added |
| Rhumbline Advisers | 111,194 | $10.4M | 0.02% | +12,547+12.7% | Added |
| Fort Washington Investment Advisors Inc | 114,540 | $10.7M | 0.08% | −19,370−14.5% | Reduced |
| Alliancebernstein L.P. | 116,276 | $10.9M | 0.00% | −50,108−30.1% | Reduced |
| Man Group plc | – | $11.1M | 0.05% | – | – |
| Paralel Advisors LLC | 125,000 | $11.7M | 0.78% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 129,310 | $12.1M | 0.04% | −180,943−58.3% | Reduced |
| Retirement Systems of Alabama | 130,756 | $12.2M | 0.05% | +2,279+1.8% | Added |
| Macquarie Group Ltd | 146,769 | $13.7M | 0.02% | +288+0.2% | Added |
| Schroder Investment Management Group | 144,623 | $13.8M | 0.02% | −47,945−24.9% | Reduced |
| Glenmede Trust Co NA | 152,033 | $14.2M | 0.08% | −19,524−11.4% | Reduced |
| Invesco Ltd. | 156,094 | $14.6M | 0.00% | −109,486−41.2% | Reduced |
| Principal Financial Group Inc | 159,580 | $14.9M | 0.01% | +9,710+6.5% | Added |
| Marshall Wace, LLP | 164,942 | $15.4M | 0.04% | −25,460−13.4% | Reduced |
| Wells Fargo & Company | 170,584 | $16.0M | 0.01% | −103,830−37.8% | Reduced |
| Ameriprise Financial Inc | 173,464 | $16.2M | 0.01% | −8,605−4.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 178,299 | $16.7M | 0.03% | −55,232−23.7% | Reduced |
| State of Wisconsin Investment Board | 178,779 | $16.7M | 0.04% | +6,801+4.0% | Added |
| Royal Bank of Canada | 185,145 | $17.3M | 0.01% | −17,055−8.4% | Reduced |
| Ariel Investments, LLC | 188,977 | $17.7M | 0.18% | −24,030−11.3% | Reduced |
| Wedge Capital Management L L P | 189,162 | $17.7M | 0.28% | +1,317+0.7% | Added |
| TimesSquare Capital Management, LLC | 201,955 | $18.9M | 0.26% | −132,100−39.5% | Reduced |
| UBS Asset Management Americas Inc | 208,861 | $19.6M | 0.01% | +7,619+3.8% | Added |
| Bernzott Capital Advisors | 209,563 | $19.6M | 2.17% | +141+0.1% | Added |
| American Century Companies Inc | 219,598 | $20.6M | 0.02% | +120,711+122.1% | Added |
| Panagora Asset Management Inc | 227,027 | $21.3M | 0.14% | +74,617+49.0% | Added |
| Clark Capital Management Group, Inc. | 232,916 | $21.8M | 0.29% | +10,943+4.9% | Added |
| Frontier Capital Management Co LLC | 241,169 | $22.6M | 0.26% | +360.0% | Added |
| Boston Trust Walden Corp | 258,002 | $24.2M | 0.23% | +4,391+1.7% | Added |
| Nuveen Asset Management, LLC | 287,556 | $26.9M | 0.01% | +53,268+22.7% | Added |
| Holocene Advisors, LP | 288,963 | $27.1M | 0.16% | +13,563+4.9% | Added |
| AQR Capital Management LLC | 302,845 | $28.1M | 0.06% | +9,151+3.1% | Added |
| Bank of America Corp | 318,457 | $29.8M | 0.00% | −29,532−8.5% | Reduced |
| Northern Trust Corp | 333,389 | $31.2M | 0.01% | −61,659−15.6% | Reduced |
| Franklin Resources Inc | 347,821 | $32.6M | 0.02% | −10,542−2.9% | Reduced |
| Norges Bank | 351,066 | $32.9M | 0.01% | −2,960−0.8% | Reduced |
| Copeland Capital Management, LLC | 362,115 | $33.9M | 1.07% | −1,512−0.4% | Reduced |
| Citadel Advisors LLC | 369,527 | $34.6M | 0.05% | −133,283−26.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 369,961 | $34.6M | 0.24% | +65,511+21.5% | Added |
| First Trust Advisors LP | 370,626 | $34.7M | 0.04% | +34,518+10.3% | Added |
| Nitorum Capital, L.P. | 385,911 | $36.1M | 2.66% | 00.0% | Unchanged |
| Wellington Management Group LLP | 390,849 | $36.6M | 0.01% | +112,807+40.6% | Added |
| Boston Partners | 391,136 | $37.0M | 0.05% | −147,941−27.4% | Reduced |
| Primecap Management Co | 437,800 | $41.0M | 0.04% | +26,500+6.4% | Added |
| Renaissance Technologies LLC | 469,200 | $43.9M | 0.05% | +221,400+89.3% | Added |
| Millennium Management LLC | 503,439 | $47.1M | 0.06% | −15,619−3.0% | Reduced |
| Bahl & Gaynor Inc | 519,179 | $48.6M | 0.32% | +152,751+41.7% | Added |
| Bank of New York Mellon Corp | 540,944 | $50.6M | 0.01% | −19,617−3.5% | Reduced |
| Morgan Stanley | 576,092 | $53.9M | 0.01% | −136,202−19.1% | Reduced |
| Goldman Sachs Group Inc | 611,906 | $57.3M | 0.02% | −83,230−12.0% | Reduced |
| Geode Capital Management, LLC | 699,038 | $65.4M | 0.01% | +100,145+16.7% | Added |
| Charles Schwab Investment Management Inc | 726,963 | $68.1M | 0.02% | +48,210+7.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 823,970 | $77.1M | 0.31% | +171,430+26.3% | Added |
| Dimensional Fund Advisors LP | 865,087 | $81.0M | 0.03% | −4,458−0.5% | Reduced |
| State Street Corp | 1,090,616 | $102.1M | 0.01% | +14,066+1.3% | Added |
| JPMorgan Chase & Co | 1,375,684 | $128.8M | 0.02% | +18,894+1.4% | Added |
| BlackRock Inc. | 3,583,425 | $335.4M | 0.01% | +195,343+5.8% | Added |
| Vanguard Group Inc | 4,055,272 | $379.6M | 0.01% | +185,497+4.8% | Added |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −190,812−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −148,291−100.0% | Sold out |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −115,583−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −76,361−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −69,179−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −61,014−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −56,343−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −35,087−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −22,554−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −13,557−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −11,338−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −10,830−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −8,648−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −7,996−100.0% | Sold out |
| Montecito Bank & Trust | 0 | $0 | 0.00% | −5,356−100.0% | Sold out |