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, Q3 2022
Institutional positions in Evercore Inc. as of Sep 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
- 369
- −10 vs. Q2 2022
- Shares held
- 32.3M
- +482.9K (+1.5%) vs. Q2 2022
- Total value
- $2.66B
- −$322.7M (−10.8%) vs. Q2 2022
- New holders
- 41
- 124 more added
- Sold out
- 51
- 156 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,743,917 | $307.9M | 0.01% | −311,355−7.7% | Reduced |
| BlackRock Inc. | 3,311,160 | $272.3M | 0.01% | −272,265−7.6% | Reduced |
| JPMorgan Chase & Co | 1,693,443 | $139.3M | 0.02% | +317,759+23.1% | Added |
| State Street Corp | 1,032,035 | $84.9M | 0.01% | −58,581−5.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 927,910 | $76.3M | 0.33% | +103,940+12.6% | Added |
| Dimensional Fund Advisors LP | 865,850 | $71.2M | 0.03% | +763+0.1% | Added |
| Charles Schwab Investment Management Inc | 779,965 | $64.2M | 0.02% | +53,002+7.3% | Added |
| Goldman Sachs Group Inc | 745,981 | $61.4M | 0.02% | +134,075+21.9% | Added |
| Geode Capital Management, LLC | 679,309 | $55.9M | 0.01% | −19,729−2.8% | Reduced |
| Millennium Management LLC | 648,487 | $53.3M | 0.07% | +145,048+28.8% | Added |
| Morgan Stanley | 635,314 | $52.3M | 0.01% | +59,222+10.3% | Added |
| Jacobs Levy Equity Management, Inc | 537,589 | $44.2M | 0.35% | +439,622+448.7% | Added |
| Primecap Management Co | 537,200 | $44.2M | 0.04% | +99,400+22.7% | Added |
| Bank of New York Mellon Corp | 508,044 | $41.8M | 0.01% | −32,900−6.1% | Reduced |
| Bahl & Gaynor Inc | 455,464 | $37.5M | 0.25% | −63,715−12.3% | Reduced |
| Boston Partners | 384,128 | $33.5M | 0.05% | −7,008−1.8% | Reduced |
| Norges Bank | 390,422 | $32.1M | 0.01% | +39,356+11.2% | Added |
| Renaissance Technologies LLC | 386,000 | $31.7M | 0.04% | −83,200−17.7% | Reduced |
| First Trust Advisors LP | 381,727 | $31.4M | 0.04% | +11,101+3.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 369,485 | $30.4M | 0.22% | −476−0.1% | Reduced |
| Copeland Capital Management, LLC | 367,298 | $30.2M | 1.00% | +5,183+1.4% | Added |
| AQR Capital Management LLC | 363,796 | $29.6M | 0.07% | +60,951+20.1% | Added |
| Franklin Resources Inc | 346,976 | $28.5M | 0.02% | −845−0.2% | Reduced |
| Citadel Advisors LLC | 343,306 | $28.2M | 0.04% | −26,221−7.1% | Reduced |
| Nitorum Capital, L.P. | 313,511 | $25.8M | 2.24% | −72,400−18.8% | Reduced |
| Northern Trust Corp | 312,724 | $25.7M | 0.01% | −20,665−6.2% | Reduced |
| Wellington Management Group LLP | 307,723 | $25.3M | 0.01% | −83,126−21.3% | Reduced |
| Paralel Advisors LLC | 300,000 | $24.7M | 1.73% | +175,000+140.0% | Added |
| Bank of America Corp | 281,783 | $23.2M | 0.00% | −36,674−11.5% | Reduced |
| Nuveen Asset Management, LLC | 279,920 | $23.0M | 0.01% | −7,636−2.7% | Reduced |
| Boston Trust Walden Corp | 266,310 | $21.9M | 0.22% | +8,308+3.2% | Added |
| Frontier Capital Management Co LLC | 259,764 | $21.4M | 0.25% | +18,595+7.7% | Added |
| Clark Capital Management Group, Inc. | 240,983 | $19.8M | 0.26% | +8,067+3.5% | Added |
| Panagora Asset Management Inc | 224,198 | $18.4M | 0.13% | −2,829−1.2% | Reduced |
| Marshall Wace, LLP | 223,472 | $18.4M | 0.05% | +58,530+35.5% | Added |
| Assenagon Asset Management S.A. | 208,332 | $17.1M | 0.07% | +149,811+256.0% | Added |
| UBS Asset Management Americas Inc | 189,452 | $15.6M | 0.01% | −19,409−9.3% | Reduced |
| Ariel Investments, LLC | 184,066 | $15.1M | 0.17% | −4,911−2.6% | Reduced |
| Wedge Capital Management L L P | 182,551 | $15.0M | 0.25% | −6,611−3.5% | Reduced |
| Bernzott Capital Advisors | 181,451 | $14.9M | 2.06% | −28,112−13.4% | Reduced |
| State of Wisconsin Investment Board | 176,723 | $14.5M | 0.05% | −2,056−1.2% | Reduced |
| American Century Companies Inc | 174,752 | $14.4M | 0.01% | −44,846−20.4% | Reduced |
| Qube Research & Technologies Ltd | 170,725 | $14.0M | 0.09% | +76,436+81.1% | Added |
| Russell Investments Group, Ltd. | 170,645 | $14.0M | 0.03% | +154,358+947.7% | Added |
| Allspring Global Investments Holdings, LLC | 169,679 | $14.0M | 0.02% | −8,620−4.8% | Reduced |
| Alliancebernstein L.P. | 165,429 | $13.6M | 0.01% | +49,153+42.3% | Added |
| Macquarie Group Ltd | 151,448 | $12.5M | 0.02% | +4,679+3.2% | Added |
| Wells Fargo & Company | 149,666 | $12.3M | 0.00% | −20,918−12.3% | Reduced |
| Principal Financial Group Inc | 140,538 | $11.6M | 0.01% | −19,042−11.9% | Reduced |
| Ameriprise Financial Inc | 139,032 | $11.4M | 0.00% | −34,432−19.8% | Reduced |
| Invesco Ltd. | 135,238 | $11.1M | 0.00% | −20,856−13.4% | Reduced |
| Ensign Peak Advisors, Inc | 133,339 | $11.0M | 0.03% | +23,910+21.8% | Added |
| Lord, Abbett & Co. LLC | 125,970 | $10.4M | 0.04% | −3,340−2.6% | Reduced |
| Retirement Systems of Alabama | 124,427 | $10.2M | 0.05% | −6,329−4.8% | Reduced |
| Glenmede Trust Co NA | 118,223 | $9.72M | 0.06% | −33,810−22.2% | Reduced |
| Rockefeller Capital Management L.P. | 116,513 | $9.58M | 0.05% | +114,339+5,259.4% | Added |
| Fort Washington Investment Advisors Inc | 114,800 | $9.44M | 0.08% | +260+0.2% | Added |
| Man Group plc | 110,067 | $9.05M | 0.04% | – | – |
| Epoch Investment Partners, Inc. | 106,960 | $8.80M | 0.06% | −1,951−1.8% | Reduced |
| Rhumbline Advisers | 105,700 | $8.69M | 0.01% | −5,494−4.9% | Reduced |
| Basswood Capital Management, L.L.C. | 102,889 | $8.46M | 0.62% | +62,189+152.8% | Added |
| CCM Investment Advisers LLC | 101,795 | $8.37M | 1.42% | +3,401+3.5% | Added |
| Massachusetts Financial Services Co | 101,310 | $8.33M | 0.00% | +101,310 | New |
| Schonfeld Strategic Advisors LLC | 100,672 | $8.28M | 0.07% | +100,672 | New |
| Schroder Investment Management Group | 100,027 | $8.23M | 0.01% | −44,596−30.8% | Reduced |
| Swiss National Bank | 96,300 | $7.92M | 0.01% | +5,800+6.4% | Added |
| Royce & Associates LP | 95,836 | $7.88M | 0.09% | −3,144−3.2% | Reduced |
| Peregrine Capital Management LLC | 94,389 | $7.76M | 0.25% | −5,251−5.3% | Reduced |
| Envestnet Asset Management Inc | 93,660 | $7.70M | 0.00% | −4,278−4.4% | Reduced |
| California Public Employees Retirement System | 92,816 | $7.63M | 0.01% | +13,649+17.2% | Added |
| Brookfield Asset Management Inc. | 85,760 | $7.05M | 0.03% | +85,760 | New |
| Eaton Vance Management | 85,200 | $7.01M | 0.01% | −492−0.6% | Reduced |
| Ziegler Capital Management, LLC | 84,429 | $6.97M | 0.31% | −2,321−2.7% | Reduced |
| Legal & General Group Plc | 78,154 | $6.43M | 0.00% | −4,105−5.0% | Reduced |
| Pier Capital, LLC | 73,961 | $6.08M | 1.05% | +73,961 | New |
| Kettle Hill Capital Management, LLC | 70,079 | $5.76M | 1.36% | +38,825+124.2% | Added |
| Royal Bank of Canada | 69,889 | $5.75M | 0.00% | −115,256−62.3% | Reduced |
| Comerica Bank | 58,885 | $5.67M | 0.05% | −5,085−7.9% | Reduced |
| Nordea Investment Management AB | 69,435 | $5.66M | 0.01% | −1,396−2.0% | Reduced |
| Federated Hermes, Inc. | 67,686 | $5.57M | 0.02% | +3,734+5.8% | Added |
| Brandywine Global Investment Management, LLC | 62,883 | $5.17M | 0.05% | −2,999−4.6% | Reduced |
| UBS Group AG | 60,896 | $5.01M | 0.00% | −11,899−16.3% | Reduced |
| Allianz Asset Management GmbH | 59,964 | $4.93M | 0.01% | +46,279+338.2% | Added |
| Interval Partners, LP | 59,243 | $4.87M | 0.29% | +39,248+196.3% | Added |
| Holocene Advisors, LP | 58,798 | $4.84M | 0.03% | −230,165−79.7% | Reduced |
| Fisher Asset Management, LLC | 58,272 | $4.79M | 0.00% | −4,184−6.7% | Reduced |
| Martingale Asset Management L P | 57,213 | $4.71M | 0.09% | −8,891−13.5% | Reduced |
| American International Group, Inc. | 56,834 | $4.67M | 0.03% | −10,208−15.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 56,567 | $4.65M | 0.78% | +2,827+5.3% | Added |
| Ceredex Value Advisors LLC | 53,817 | $4.43M | 0.07% | −851−1.6% | Reduced |
| Victory Capital Management Inc | 52,988 | $4.36M | 0.01% | −36,329−40.7% | Reduced |
| New York State Teachers Retirement System | 52,064 | $4.28M | 0.01% | −2,088−3.9% | Reduced |
| Squarepoint Ops LLC | 50,910 | $4.19M | 0.04% | +50,910 | New |
| California State Teachers Retirement System | 49,728 | $4.09M | 0.01% | +472+1.0% | Added |
| Executive Wealth Management, LLC | 4,068 | $4.07M | 0.58% | −36,182−89.9% | Reduced |
| State Board of Administration of Florida Retirement System | 48,556 | $3.99M | 0.01% | −1,500−3.0% | Reduced |
| Seizert Capital Partners, LLC | 47,576 | $3.91M | 0.22% | +11,011+30.1% | Added |
| South Dakota Investment Council | 47,157 | $3.88M | 0.09% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 47,128 | $3.88M | 0.01% | −389−0.8% | Reduced |
| Two Sigma Advisers, LP | 47,100 | $3.87M | 0.01% | −5,100−9.8% | Reduced |