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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 8,502 | $796.0K | 0.00% | −522,022−98.4% | Reduced |
| Hohimer Wealth Management, LLC | 8,343 | $781.0K | 0.23% | −4,513−35.1% | Reduced |
| PDT Partners, LLC | 8,042 | $753.0K | 0.07% | 00.0% | Unchanged |
| Wright Investors Service Inc | 7,965 | $745.0K | 0.21% | +514+6.9% | Added |
| Fifth Third Bancorp | 7,822 | $732.0K | 0.00% | +140+1.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,772 | $728.0K | 0.05% | +663+9.3% | Added |
| James Investment Research Inc | 7,594 | $711.0K | 0.10% | +25+0.3% | Added |
| Globeflex Capital L P | 7,085 | $663.0K | 0.16% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 6,990 | $654.0K | 0.09% | +6,990 | New |
| Prudential PLC | 6,972 | $653.0K | 0.01% | +247+3.7% | Added |
| HN Saltoro Capital, LP | 40,000 | $652.0K | 1.04% | +40,000 | New |
| Polianta Ltd | 6,900 | $645.0K | 0.55% | +6,900 | New |
| Neuberger Berman Group LLC | 6,877 | $644.0K | 0.00% | −554−7.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,795 | $636.0K | 0.01% | +314+4.8% | Added |
| Legacy Wealth Asset Management, LLC | 6,752 | $632.0K | 0.26% | +218+3.3% | Added |
| BancorpSouth Bank | 6,493 | $608.0K | 0.09% | −43−0.7% | Reduced |
| Shell Asset Management Co | 6,486 | $607.0K | 0.02% | +549+9.2% | Added |
| PEAK6 Investments LLC | 6,169 | $606.3K | 0.01% | +4,835+362.4% | Added |
| Aviva PLC | 6,453 | $604.0K | 0.00% | +591+10.1% | Added |
| New Mexico Educational Retirement Board | 6,400 | $599.0K | 0.03% | −2,300−26.4% | Reduced |
| Magnetar Financial LLC | 6,383 | $598.0K | 0.01% | +209+3.4% | Added |
| Teacher Retirement System of Texas | 6,354 | $595.0K | 0.00% | −1,755−21.6% | Reduced |
| Simplex Trading, LLC | 6,308 | $590.0K | 0.02% | +6,308 | New |
| Raymond James Financial Services Advisors, Inc. | 6,206 | $581.0K | 0.00% | +121+2.0% | Added |
| Bayesian Capital Management, LP | 6,101 | $571.0K | 0.11% | −2,900−32.2% | Reduced |
| MML Investors Services, LLC | 5,879 | $550.0K | 0.00% | −295−4.8% | Reduced |
| State of Alaska, Department of Revenue | 5,827 | $545.0K | 0.01% | +265+4.8% | Added |
| Swedbank AB | 5,800 | $542.9K | 0.00% | +5,800 | New |
| Deltec Asset Management LLC | 5,760 | $539.0K | 0.13% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 5,675 | $531.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,655 | $529.0K | 0.00% | +425+8.1% | Added |
| First Hawaiian Bank | 5,474 | $512.0K | 0.02% | −3−0.1% | Reduced |
| Trexquant Investment LP | 5,460 | $511.0K | 0.02% | −5,535−50.3% | Reduced |
| HGK Asset Management Inc | 5,453 | $510.0K | 0.19% | −107−1.9% | Reduced |
| Zions Bancorporation, N.A. | 5,380 | $504.0K | 0.05% | +1,082+25.2% | Added |
| Campbell & CO Investment Adviser LLC | 5,373 | $503.0K | 0.14% | −472−8.1% | Reduced |
| Handelsbanken Fonder AB | 5,237 | $490.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,174 | $484.0K | 0.00% | −1,602−23.6% | Reduced |
| Angeles Wealth Management, LLC | 4,843 | $453.0K | 0.09% | −10−0.2% | Reduced |
| Balasa Dinverno & Foltz LLC | 4,813 | $451.0K | 0.03% | +4,813 | New |
| Xponance, Inc. | 4,768 | $446.0K | 0.01% | +506+11.9% | Added |
| Captrust Financial Advisors | 4,734 | $443.0K | 0.00% | +207+4.6% | Added |
| Cornerstone Investment Partners, LLC | 4,640 | $434.0K | 0.03% | −16−0.3% | Reduced |
| Great Lakes Advisors, LLC | 4,599 | $430.0K | 0.01% | −163,607−97.3% | Reduced |
| Donoghue Forlines LLC | 4,584 | $429.0K | 0.11% | −3,883−45.9% | Reduced |
| DGS Capital Management, LLC | 4,522 | $423.0K | 0.34% | +1,916+73.5% | Added |
| MQS Management LLC | 4,502 | $421.0K | 0.29% | +4,502 | New |
| Snowden Capital Advisors LLC | 4,302 | $402.0K | 0.02% | +1,784+70.8% | Added |
| Pitcairn Co | 4,283 | $401.0K | 0.04% | +4,283 | 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 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,965 | $371.0K | 0.00% | +3,965 | New |
| Verition Fund Management LLC | 3,939 | $369.0K | 0.01% | −21,476−84.5% | Reduced |
| Pathstone Family Office, LLC | 3,892 | $364.3K | 0.01% | +13+0.3% | 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 |
| Park Avenue Securities LLC | 3,829 | $358.0K | 0.01% | +855+28.7% | Added |
| Securian Asset Management, Inc | 3,701 | $346.0K | 0.01% | +245+7.1% | Added |
| Jane Street Group, LLC | 3,631 | $340.0K | 0.00% | −7,407−67.1% | Reduced |
| Commonwealth Equity Services, LLC | 3,610 | $338.0K | 0.00% | −1,256−25.8% | Reduced |
| LPL Financial LLC | 3,592 | $336.0K | 0.00% | −1,403−28.1% | Reduced |
| Los Angeles Capital Management LLC | 3,552 | $333.0K | 0.00% | −400−10.1% | Reduced |
| Wambolt & Associates, LLC | 3,437 | $322.0K | 0.13% | +405+13.4% | Added |
| JustInvest LLC | 3,410 | $319.0K | 0.01% | +1,492+77.8% | Added |
| Capital Impact Advisors, LLC | 3,381 | $316.0K | 0.29% | −838−19.9% | Reduced |
| Ergoteles LLC | 3,360 | $315.0K | 0.01% | +661+24.5% | Added |
| Flagship Harbor Advisors, LLC | 3,326 | $311.0K | 0.03% | −435−11.6% | Reduced |
| Gsa Capital Partners LLP | 3,292 | $308.0K | 0.05% | +3,292 | New |
| Dakota Wealth Management | 3,168 | $296.0K | 0.03% | +3,168 | New |
| Boenning & Scattergood, Inc. | 3,106 | $291.0K | 0.05% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 3,099 | $290.0K | 0.00% | −918−22.9% | Reduced |
| M&T Bank Corp | 4,302 | $284.0K | 0.00% | +1,537+55.6% | Added |
| Maryland State Retirement & Pension System | 3,021 | $283.0K | 0.01% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 2,950 | $276.0K | 0.08% | +2,950 | New |
| Boothbay Fund Management, LLC | 2,942 | $275.0K | 0.01% | +2,942 | New |
| Mackenzie Financial Corp | 2,910 | $272.0K | 0.00% | −11,827−80.3% | Reduced |
| Regions Financial Corp | 2,804 | $262.0K | 0.00% | −289−9.3% | Reduced |
| Coldstream Capital Management Inc | 2,708 | $253.0K | 0.01% | +101+3.9% | Added |
| Teza Capital Management LLC | 2,676 | $251.0K | 0.10% | +420+18.6% | Added |
| 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 |
| O'Rourke & Company, Inc | 2,595 | $243.0K | 0.21% | −188−6.8% | Reduced |
| Personal Cfo Solutions, LLC | 2,540 | $238.0K | 0.06% | −223−8.1% | Reduced |
| Pictet Asset Management SA | 2,491 | $233.0K | 0.00% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 2,474 | $232.0K | 0.14% | +10.0% | Added |
| Tower Research Capital LLC (TRC) | 2,477 | $232.0K | 0.01% | +1,543+165.2% | Added |
| The PNC Financial Services Group, Inc. | 2,437 | $229.0K | 0.00% | −75−3.0% | Reduced |
| Spears Abacus Advisors LLC | 2,337 | $219.0K | 0.02% | −5−0.2% | Reduced |
| CWM Advisors, LLC | 2,264 | $212.0K | 0.03% | −5,769−71.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,246 | $210.0K | 0.03% | +2,246 | New |
| ProShare Advisors LLC | 2,230 | $209.0K | 0.00% | −766−25.6% | Reduced |
| Rockefeller Capital Management L.P. | 2,174 | $202.0K | 0.00% | +1,467+207.5% | Added |
| National Bank of Canada | 1,957 | $183.0K | 0.00% | +57+3.0% | Added |
| Meeder Asset Management Inc | 1,683 | $158.0K | 0.01% | +140+9.1% | Added |
| Van Eck Associates Corp | 1,686 | $158.0K | 0.00% | +150+9.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,608 | $151.0K | 0.00% | +1,608 | New |
| Aquatic Capital Management LLC | 1,600 | $150.0K | 0.05% | +900+128.6% | Added |
| First Bank & Trust | 1,466 | $138.0K | 0.04% | +128+9.6% | Added |
| Counterpoint Mutual Funds LLC | 1,328 | $124.0K | 0.08% | +1,328 | New |