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 |
|---|---|---|---|---|---|
| Origin Asset Management LLP | 0 | $0 | 0.00% | −4,224−100.0% | Sold out |
| Compton Capital Management Inc | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −4,180−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −4,047−100.0% | Sold out |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −3,975−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −3,795−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −3,244−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −3,183−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −3,091−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,084−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,062−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −2,789−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −2,524−100.0% | Sold out |
| Regentatlantic Capital LLC | 0 | $0 | 0.00% | −2,447−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −2,394−100.0% | Sold out |
| Intersect Capital LLC | 0 | $0 | 0.00% | −2,391−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −2,319−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −2,280−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −2,140−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −2,101−100.0% | Sold out |
| Rice Hall James & Associates, LLC | 0 | $0 | 0.00% | −2,074−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,063−100.0% | Sold out |
| Utah Retirement Systems | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −1,957−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −1,915−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −1,884−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −1,872−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −1,851−100.0% | Sold out |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −1,829−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −1,264−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −828−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Full18 Capital LLC | – | – | – | – | Not filed |
| Smith Group Asset Management, LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| NN Investment Partners Holdings N.V. | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| First Quadrant L P | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |