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 |
|---|---|---|---|---|---|
| Pictet Asset Management SA | 2,491 | $205.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,487 | $205.0K | 0.01% | +804+47.8% | Added |
| Spartan Fund Management Inc. | 2,500 | $206.0K | 0.06% | +2,500 | New |
| CWM Advisors, LLC | 2,520 | $207.0K | 0.03% | +256+11.3% | Added |
| O'Rourke & Company, Inc | 2,597 | $214.0K | 0.19% | +2+0.1% | Added |
| Regions Financial Corp | 2,757 | $227.0K | 0.00% | −47−1.7% | Reduced |
| Great Lakes Advisors, LLC | 2,949 | $243.0K | 0.01% | −1,650−35.9% | Reduced |
| Maryland State Retirement & Pension System | 3,021 | $248.0K | 0.02% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 3,100 | $255.0K | 0.05% | −6−0.2% | Reduced |
| MAI Capital Management | 3,138 | $258.0K | 0.00% | +3,138 | New |
| MQS Management LLC | 3,193 | $263.0K | 0.17% | −1,309−29.1% | Reduced |
| Dakota Wealth Management | 3,203 | $264.0K | 0.02% | +35+1.1% | Added |
| Fox Run Management, L.L.C. | 3,261 | $268.0K | 0.10% | +3,261 | New |
| Park Avenue Securities LLC | 3,268 | $269.0K | 0.01% | −561−14.7% | Reduced |
| Securian Asset Management, Inc | 3,288 | $270.0K | 0.01% | −413−11.2% | Reduced |
| Verition Fund Management LLC | 3,323 | $273.0K | 0.00% | −616−15.6% | Reduced |
| Flagship Harbor Advisors, LLC | 3,326 | $274.0K | 0.03% | 00.0% | Unchanged |
| JustInvest LLC | 3,343 | $275.0K | 0.01% | −67−2.0% | Reduced |
| LPL Financial LLC | 3,354 | $276.0K | 0.00% | −238−6.6% | Reduced |
| Algert Global LLC | 3,428 | $282.0K | 0.02% | +3,428 | New |
| APG Asset Management N.V. | 3,400 | $285.0K | 0.00% | −5,500−61.8% | Reduced |
| XTX Topco Ltd | 3,473 | $286.0K | 0.07% | +3,473 | New |
| Pitcairn Co | 3,517 | $289.0K | 0.03% | −766−17.9% | Reduced |
| Commonwealth Equity Services, LLC | 3,651 | $300.0K | 0.00% | +41+1.1% | Added |
| We Are One Seven, LLC | 3,829 | $314.0K | 0.03% | −45−1.2% | Reduced |
| Public Employees Retirement Association of Colorado | 3,882 | $319.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 3,914 | $323.0K | 0.00% | −388−9.0% | Reduced |
| Neuberger Berman Group LLC | 3,951 | $325.0K | 0.00% | −2,926−42.5% | Reduced |
| Wambolt & Associates, LLC | 4,087 | $336.0K | 0.14% | +650+18.9% | Added |
| DGS Capital Management, LLC | 4,240 | $348.7K | 0.23% | −282−6.2% | Reduced |
| Xponance, Inc. | 4,260 | $350.0K | 0.01% | −508−10.7% | Reduced |
| Buckhead Capital Management LLC | 4,537 | $373.0K | 0.10% | +450+11.0% | Added |
| Cornerstone Investment Partners, LLC | 4,661 | $383.0K | 0.03% | +21+0.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,667 | $384.0K | 0.00% | −1,539−24.8% | Reduced |
| Mackenzie Financial Corp | 4,686 | $385.0K | 0.00% | +1,776+61.0% | Added |
| Angeles Wealth Management, LLC | 4,790 | $394.0K | 0.08% | −53−1.1% | Reduced |
| Donoghue Forlines LLC | 4,990 | $410.0K | 0.15% | +406+8.9% | Added |
| ExodusPoint Capital Management, LP | 5,096 | $419.0K | 0.01% | −37,844−88.1% | Reduced |
| Snowden Capital Advisors LLC | 5,124 | $421.0K | 0.02% | +822+19.1% | Added |
| Caxton Associates LP | 5,134 | $422.0K | 0.07% | +5,134 | New |
| Shell Asset Management Co | 5,138 | $423.0K | 0.02% | −1,348−20.8% | Reduced |
| Pathstone Family Office, LLC | 5,182 | $426.6K | 0.01% | +1,290+33.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,202 | $428.0K | 0.01% | −1,593−23.4% | Reduced |
| Handelsbanken Fonder AB | 5,237 | $431.0K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 5,252 | $432.0K | 0.16% | −201−3.7% | Reduced |
| FMR LLC | 5,249 | $432.0K | 0.00% | +1,372+35.4% | Added |
| Captrust Financial Advisors | 5,373 | $442.0K | 0.00% | +639+13.5% | Added |
| Zions Bancorporation, N.A. | 5,454 | $449.0K | 0.05% | +74+1.4% | Added |
| Capital Impact Advisors, LLC | 4,071 | $462.0K | 0.46% | +690+20.4% | Added |
| MML Investors Services, LLC | 5,624 | $463.0K | 0.00% | −255−4.3% | Reduced |
| Sit Investment Associates Inc | 5,675 | $467.0K | 0.01% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 5,760 | $474.0K | 0.12% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,800 | $477.0K | 0.00% | +5,800 | New |
| Swedbank AB | 5,800 | $477.1K | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 5,870 | $483.0K | 0.00% | +5,870 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,273 | $516.0K | 0.00% | +618+10.9% | Added |
| New Mexico Educational Retirement Board | 6,400 | $526.0K | 0.03% | 00.0% | Unchanged |
| BancorpSouth Bank | 6,455 | $531.0K | 0.06% | −38−0.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,580 | $541.0K | 0.01% | +6,580 | New |
| KBC Group NV | 6,640 | $546.0K | 0.00% | +6,640 | New |
| Legacy Wealth Asset Management, LLC | 6,686 | $550.0K | 0.24% | −66−1.0% | Reduced |
| Deutsche Bank AG | 6,741 | $555.0K | 0.00% | −1,761−20.7% | Reduced |
| Asset Management One Co.,Ltd. | 6,801 | $559.0K | 0.00% | −7,938−53.9% | Reduced |
| Los Angeles Capital Management LLC | 7,057 | $580.0K | 0.00% | +3,505+98.7% | Added |
| Globeflex Capital L P | 7,381 | $607.0K | 0.10% | +296+4.2% | Added |
| Jane Street Group, LLC | 7,526 | $619.0K | 0.00% | +3,895+107.3% | Added |
| James Investment Research Inc | 7,594 | $625.0K | 0.09% | 00.0% | Unchanged |
| Fifth Third Bancorp | 7,634 | $628.0K | 0.00% | −188−2.4% | Reduced |
| Prana Capital Management, LP | 8,183 | $673.0K | 0.05% | +8,183 | New |
| DuPont Capital Management Corp | 8,311 | $684.0K | 0.04% | −7,150−46.2% | Reduced |
| Hohimer Wealth Management, LLC | 8,325 | $685.0K | 0.22% | −18−0.2% | Reduced |
| Kendall Capital Management | 8,395 | $690.0K | 0.40% | −195−2.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,574 | $705.0K | 0.01% | −1,197−12.3% | Reduced |
| San Luis Wealth Advisors LLC | 8,620 | $709.0K | 0.74% | +8,620 | New |
| EFG Asset Management (North America) Corp. | 8,656 | $712.0K | 0.16% | −651−7.0% | Reduced |
| Engineers Gate Manager LP | 8,768 | $721.0K | 0.04% | −14,229−61.9% | Reduced |
| Washington Trust Advisors, Inc. | 8,970 | $738.0K | 0.07% | −250−2.7% | Reduced |
| Prudential PLC | 8,990 | $739.0K | 0.01% | +2,018+28.9% | Added |
| State of Michigan Retirement System | 9,105 | $749.0K | 0.01% | −1,200−11.6% | Reduced |
| Campbell Newman Asset Management Inc | 9,110 | $749.0K | 0.08% | +213+2.4% | Added |
| Ameritas Investment Partners, Inc. | 9,261 | $761.0K | 0.03% | −1,565−14.5% | Reduced |
| Janney Montgomery Scott LLC | 9,250 | $761.0K | 0.00% | 00.0% | Unchanged |
| Virtus Family Office LLC | 9,511 | $782.0K | 2.00% | +9,511 | New |
| Thrivent Financial for Lutherans | 9,531 | $784.0K | 0.00% | −1,119−10.5% | Reduced |
| Louisiana State Employees Retirement System | 9,600 | $790.0K | 0.02% | −1,100−10.3% | Reduced |
| SG Americas Securities, LLC | 9,837 | $809.0K | 0.01% | −1,308−11.7% | Reduced |
| Bridge City Capital, LLC | 9,833 | $809.0K | 0.44% | +334+3.5% | Added |
| Pearl River Capital, LLC | 9,857 | $811.0K | 0.15% | −890−8.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,861 | $811.0K | 0.05% | +2,089+26.9% | Added |
| Cornercap Investment Counsel Inc | 9,889 | $813.0K | 0.15% | 00.0% | Unchanged |
| Wright Investors Service Inc | 10,384 | $854.0K | 0.27% | +2,419+30.4% | Added |
| Crossmark Global Holdings, Inc. | 10,461 | $860.0K | 0.02% | +1,171+12.6% | Added |
| Oregon Public Employees Retirement Fund | 10,514 | $865.0K | 0.01% | −753−6.7% | Reduced |
| State of Alaska, Department of Revenue | 10,634 | $874.0K | 0.01% | +4,807+82.5% | Added |
| PDT Partners, LLC | 10,636 | $875.0K | 0.13% | +2,594+32.3% | Added |
| Arizona State Retirement System | 11,032 | $907.0K | 0.01% | +625+6.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,413 | $938.7K | 0.00% | +11,413 | New |
| AXA S.A. | 11,500 | $945.9K | 0.00% | −300−2.5% | Reduced |
| Rocky Mountain Advisers, LLC | 11,525 | $948.0K | 1.23% | +375+3.4% | Added |
| Edgestream Partners, L.P. | 11,700 | $962.0K | 0.07% | +11,700 | New |