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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 38,755 | $3.63M | 0.07% | +38,755 | New |
| Seizert Capital Partners, LLC | 36,565 | $3.42M | 0.18% | +22,253+155.5% | Added |
| Credit Suisse AG | 35,364 | $3.31M | 0.00% | −3,275−8.5% | Reduced |
| Raymond James & Associates | 35,245 | $3.30M | 0.00% | +1,540+4.6% | Added |
| SEI Investments Co | 34,963 | $3.28M | 0.01% | −5,193−12.9% | Reduced |
| Manufacturers Life Insurance Company, The | 34,054 | $3.19M | 0.00% | +1,068+3.2% | Added |
| Mutual of America Capital Management LLC | 33,930 | $3.18M | 0.04% | −1,652−4.6% | Reduced |
| Leuthold Group, LLC | 33,465 | $3.13M | 0.44% | −13,880−29.3% | Reduced |
| Employees Retirement System of Texas | 31,500 | $2.95M | 0.04% | 00.0% | Unchanged |
| Kettle Hill Capital Management, LLC | 31,254 | $2.93M | 0.74% | +31,254 | New |
| Nisa Investment Advisors, LLC | 31,017 | $2.90M | 0.03% | +26,892+651.9% | Added |
| Azora Capital LP | 30,529 | $2.86M | 0.70% | +30,529 | New |
| Stifel Financial Corp | 29,567 | $2.77M | 0.00% | +1,450+5.2% | 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 |
| Tudor Investment Corp Et Al | 28,045 | $2.63M | 0.08% | +8,656+44.6% | Added |
| Great West Life Assurance Co | 26,976 | $2.52M | 0.01% | +3,915+17.0% | Added |
| Verdence Capital Advisors LLC | 26,949 | $2.52M | 0.33% | +5,812+27.5% | Added |
| Morse Asset Management, Inc | 26,534 | $2.48M | 0.80% | +14+0.1% | Added |
| MetLife Investment Management | 26,340 | $2.47M | 0.02% | +1,124+4.5% | Added |
| Hussman Strategic Advisors, Inc. | 26,000 | $2.43M | 0.42% | 00.0% | Unchanged |
| Bank of Montreal | 23,839 | $2.35M | 0.00% | +12,020+101.7% | Added |
| Sarasin & Partners LLP | 25,000 | $2.34M | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 24,515 | $2.29M | 0.00% | −5,668−18.8% | Reduced |
| Yousif Capital Management, LLC | 24,336 | $2.28M | 0.03% | +1,650+7.3% | Added |
| Brinker Capital Investments, LLC | 24,174 | $2.26M | 0.04% | +4,536+23.1% | Added |
| Citigroup Inc | 23,446 | $2.19M | 0.00% | −10,088−30.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 23,065 | $2.16M | 0.00% | +23,065 | New |
| Engineers Gate Manager LP | 22,997 | $2.15M | 0.08% | +10,909+90.2% | Added |
| Alaska Permanent Fund Corp | 22,900 | $2.14M | 0.03% | +5,100+28.7% | Added |
| US Bancorp | 22,340 | $2.09M | 0.00% | −9,474−29.8% | Reduced |
| Public Employees Retirement System of Ohio | 22,232 | $2.08M | 0.01% | −3,528−13.7% | Reduced |
| Vident Investment Advisory, LLC | 21,070 | $1.97M | 0.06% | +1,963+10.3% | Added |
| Duality Advisers, LP | 20,964 | $1.96M | 0.19% | +20,964 | New |
| Gotham Asset Management, LLC | 20,948 | $1.96M | 0.06% | +6,842+48.5% | Added |
| State of New Jersey Common Pension Fund D | 20,735 | $1.94M | 0.01% | −2,237−9.7% | Reduced |
| State of Tennessee, Treasury Department | 20,671 | $1.94M | 0.01% | −40,000−65.9% | Reduced |
| Winton Group Ltd | 20,006 | $1.87M | 0.10% | −43,586−68.5% | Reduced |
| Interval Partners, LP | 19,995 | $1.87M | 0.13% | +3,706+22.8% | Added |
| Advisor Group Holdings, Inc. | 18,914 | $1.77M | 0.00% | +638+3.5% | Added |
| Dynamic Technology Lab Private Ltd | 18,880 | $1.77M | 0.20% | −4,240−18.3% | Reduced |
| GW&K Investment Management, LLC | 18,505 | $1.73M | 0.02% | +2,226+13.7% | Added |
| Prudential Financial Inc | 17,787 | $1.70M | 0.00% | −4,704−20.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 17,664 | $1.65M | 0.00% | +6,245+54.7% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 17,480 | $1.64M | 0.14% | +340+2.0% | Added |
| Treasurer of the State of North Carolina | 17,371 | $1.63M | 0.01% | +3,343+23.8% | Added |
| Barclays PLC | 17,280 | $1.62M | 0.00% | −1,134−6.2% | Reduced |
| Mastrapasqua Asset Management Inc | 17,090 | $1.60M | 0.22% | −525−3.0% | Reduced |
| Russell Investments Group, Ltd. | 16,287 | $1.52M | 0.00% | −95,460−85.4% | Reduced |
| HSBC Holdings PLC | 16,114 | $1.51M | 0.00% | +3,261+25.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,071 | $1.50M | 0.02% | +1,771+12.4% | Added |
| DuPont Capital Management Corp | 15,461 | $1.45M | 0.07% | +3,126+25.3% | Added |
| 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 |
| Harbor Advisors LLC | 15,000 | $1.40M | 0.34% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 14,748 | $1.38M | 0.19% | +380+2.6% | Added |
| Asset Management One Co.,Ltd. | 14,739 | $1.38M | 0.01% | −3,371−18.6% | Reduced |
| Alps Advisors Inc | 14,484 | $1.36M | 0.01% | +11,378+366.3% | Added |
| Virtu Financial LLC | 14,465 | $1.35M | 0.12% | +11,466+382.3% | Added |
| Janus Henderson Group PLC | 14,291 | $1.34M | 0.00% | +4,900+52.2% | Added |
| Dana Investment Advisors, Inc. | 14,159 | $1.32M | 0.07% | +9,263+189.2% | Added |
| Susquehanna International Group, LLP | 14,116 | $1.32M | 0.00% | +10,765+321.2% | Added |
| Occudo Quantitative Strategies LP | 13,874 | $1.30M | 0.11% | +13,874 | New |
| Covington Capital Management | 13,825 | $1.29M | 0.05% | −48−0.3% | Reduced |
| Allianz Asset Management GmbH | 13,685 | $1.28M | 0.00% | −4,235−23.6% | Reduced |
| Advisors Capital Management, LLC | 13,547 | $1.27M | 0.04% | +312+2.4% | Added |
| Canada Pension Plan Investment Board | 13,141 | $1.23M | 0.00% | +7,500+133.0% | Added |
| BNP Paribas Arbitrage, SA | 12,979 | $1.21M | 0.00% | −4,836−27.1% | Reduced |
| Capital Fund Management S.A. | 12,602 | $1.18M | 0.03% | +2,154+20.6% | Added |
| Monument Capital Management | 12,598 | $1.18M | 0.44% | −1,677−11.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 12,436 | $1.16M | 0.00% | −169−1.3% | Reduced |
| Price T Rowe Associates Inc | 12,202 | $1.14M | 0.00% | −345−2.7% | Reduced |
| Rafferty Asset Management, LLC | 12,007 | $1.12M | 0.01% | −7,164−37.4% | Reduced |
| TCW Group Inc | 11,949 | $1.12M | 0.01% | −15−0.1% | Reduced |
| AXA S.A. | 11,800 | $1.10M | 0.00% | −111,800−90.5% | Reduced |
| 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 |
| Rocky Mountain Advisers, LLC | 11,150 | $1.04M | 1.29% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 11,145 | $1.04M | 0.01% | −619−5.3% | Reduced |
| Essex Investment Management Co LLC | 11,092 | $1.04M | 0.17% | −1,094−9.0% | Reduced |
| Paragon Capital Management Inc | 10,873 | $1.02M | 1.03% | +10,873 | New |
| Ameritas Investment Partners, Inc. | 10,826 | $1.01M | 0.04% | +321+3.1% | Added |
| Pearl River Capital, LLC | 10,747 | $1.01M | 0.24% | −2,976−21.7% | Reduced |
| Louisiana State Employees Retirement System | 10,700 | $1.00M | 0.03% | +500+4.9% | Added |
| Thrivent Financial for Lutherans | 10,650 | $997.0K | 0.00% | +454+4.5% | Added |
| Arizona State Retirement System | 10,407 | $974.0K | 0.01% | −140−1.3% | Reduced |
| State of Michigan Retirement System | 10,305 | $965.0K | 0.01% | +400+4.0% | Added |
| Aigen Investment Management, LP | 10,060 | $942.0K | 0.16% | +10,060 | New |
| Cornercap Investment Counsel Inc | 9,889 | $926.0K | 0.16% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 9,771 | $915.0K | 0.02% | −499−4.9% | Reduced |
| Janney Montgomery Scott LLC | 9,250 | $895.0K | 0.00% | −2,452−21.0% | Reduced |
| Bridge City Capital, LLC | 9,499 | $889.0K | 0.47% | −16−0.2% | Reduced |
| EFG Asset Management (North America) Corp. | 9,307 | $871.0K | 0.18% | −10,872−53.9% | Reduced |
| Crossmark Global Holdings, Inc. | 9,290 | $870.0K | 0.02% | +140+1.5% | Added |
| Washington Trust Advisors, Inc. | 9,220 | $863.0K | 0.08% | −500−5.1% | Reduced |
| Campbell Newman Asset Management Inc | 8,897 | $833.0K | 0.09% | +381+4.5% | Added |
| AlphaCrest Capital Management LLC | 8,882 | $831.0K | 0.04% | −20,133−69.4% | Reduced |
| Pinebridge Investments, L.P. | 8,723 | $817.0K | 0.01% | −10,576−54.8% | Reduced |
| Kendall Capital Management | 8,590 | $804.0K | 0.44% | +235+2.8% | Added |
| APG Asset Management N.V. | 8,900 | $797.0K | 0.00% | −9,460−51.5% | Reduced |