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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 11,745 | $966.0K | 0.00% | −691−5.6% | Reduced |
| Cubist Systematic Strategies, LLC | 12,200 | $1.00M | 0.01% | −77,820−86.4% | Reduced |
| Winton Group Ltd | 12,249 | $1.01M | 0.07% | −7,757−38.8% | Reduced |
| US Bancorp | 12,282 | $1.01M | 0.00% | −10,058−45.0% | Reduced |
| Truist Financial Corp | 12,958 | $1.07M | 0.00% | −11,557−47.1% | Reduced |
| Barclays PLC | 13,241 | $1.09M | 0.00% | −4,039−23.4% | Reduced |
| Covington Capital Management | 13,591 | $1.12M | 0.05% | −234−1.7% | Reduced |
| Bank of Montreal | 13,534 | $1.12M | 0.00% | −10,305−43.2% | Reduced |
| Centric Wealth Management | 13,921 | $1.15M | 0.46% | +13,921 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,278 | $1.17M | 0.01% | −1,793−11.2% | Reduced |
| Janus Henderson Group PLC | 14,328 | $1.18M | 0.00% | +37+0.3% | Added |
| AE Wealth Management LLC | 14,443 | $1.19M | 0.01% | +14,443 | New |
| Dana Investment Advisors, Inc. | 14,457 | $1.19M | 0.07% | +298+2.1% | Added |
| Nations Financial Group Inc, | 14,646 | $1.21M | 0.17% | −102−0.7% | Reduced |
| Aigen Investment Management, LP | 14,882 | $1.22M | 0.18% | +4,822+47.9% | Added |
| Harbor Advisors LLC | 15,000 | $1.23M | 0.33% | 00.0% | Unchanged |
| Toroso Investments, LLC | 15,288 | $1.26M | 0.05% | −98−0.6% | Reduced |
| Essex Investment Management Co LLC | 15,346 | $1.26M | 0.20% | +4,254+38.4% | Added |
| Price T Rowe Associates Inc | 15,455 | $1.27M | 0.00% | +3,253+26.7% | Added |
| Monument Capital Management | 15,750 | $1.29M | 0.49% | +3,152+25.0% | Added |
| Alps Advisors Inc | 16,918 | $1.39M | 0.01% | +2,434+16.8% | Added |
| Treasurer of the State of North Carolina | 17,002 | $1.40M | 0.01% | −369−2.1% | Reduced |
| Prudential Financial Inc | 17,531 | $1.42M | 0.00% | −256−1.4% | Reduced |
| Moody Aldrich Partners LLC | 17,650 | $1.45M | 0.30% | −46,985−72.7% | Reduced |
| Valley National Advisers Inc | 16,383 | $1.51M | 0.31% | +994+6.5% | Added |
| AlphaCrest Capital Management LLC | 19,050 | $1.57M | 0.10% | +10,168+114.5% | Added |
| Vident Investment Advisory, LLC | 20,821 | $1.59M | 0.05% | −249−1.2% | Reduced |
| Yousif Capital Management, LLC | 20,091 | $1.65M | 0.02% | −4,245−17.4% | Reduced |
| Advisor Group Holdings, Inc. | 20,257 | $1.67M | 0.00% | +1,343+7.1% | Added |
| Teacher Retirement System of Texas | 20,534 | $1.69M | 0.01% | +14,180+223.2% | Added |
| Brinker Capital Investments, LLC | 20,960 | $1.72M | 0.04% | −3,214−13.3% | Reduced |
| Voya Investment Management LLC | 21,771 | $1.79M | 0.00% | −21,852−50.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 21,883 | $1.80M | 0.01% | +4,219+23.9% | Added |
| BNP Paribas Arbitrage, SA | 22,112 | $1.82M | 0.00% | +9,133+70.4% | Added |
| Citigroup Inc | 22,504 | $1.85M | 0.00% | −942−4.0% | Reduced |
| Alaska Permanent Fund Corp | 22,900 | $1.88M | 0.03% | 00.0% | Unchanged |
| MetLife Investment Management | 23,137 | $1.90M | 0.02% | −3,203−12.2% | Reduced |
| Duality Advisers, LP | 23,881 | $1.96M | 0.21% | +2,917+13.9% | Added |
| State of Tennessee, Treasury Department | 24,143 | $1.99M | 0.01% | +3,472+16.8% | Added |
| Advisors Capital Management, LLC | 17,242 | $1.99M | 0.05% | +3,695+27.3% | Added |
| State of New Jersey Common Pension Fund D | 24,456 | $2.01M | 0.01% | +3,721+17.9% | Added |
| Sarasin & Partners LLP | 25,000 | $2.06M | 0.03% | 00.0% | Unchanged |
| Texas Permanent School Fund | 25,904 | $2.13M | 0.03% | −3,437−11.7% | Reduced |
| Amalgamated Bank | 25,958 | $2.13M | 0.02% | −3,386−11.5% | Reduced |
| Hussman Strategic Advisors, Inc. | 26,000 | $2.14M | 0.37% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 26,010 | $2.14M | 0.19% | +8,530+48.8% | Added |
| Morse Asset Management, Inc | 26,393 | $2.17M | 0.82% | −141−0.5% | Reduced |
| Verdence Capital Advisors LLC | 26,820 | $2.21M | 0.30% | −129−0.5% | Reduced |
| Great West Life Assurance Co | 26,980 | $2.22M | 0.01% | +40.0% | Added |
| Mutual of America Capital Management LLC | 28,991 | $2.38M | 0.03% | −4,939−14.6% | Reduced |
| Manufacturers Life Insurance Company, The | 29,373 | $2.42M | 0.00% | −4,681−13.7% | Reduced |
| Gotham Asset Management, LLC | 30,416 | $2.50M | 0.07% | +9,468+45.2% | Added |
| Stifel Financial Corp | 30,525 | $2.51M | 0.00% | +958+3.2% | Added |
| Magnetar Financial LLC | 31,957 | $2.63M | 0.04% | +25,574+400.7% | Added |
| Nisa Investment Advisors, LLC | 31,968 | $2.65M | 0.02% | +951+3.1% | Added |
| Leuthold Group, LLC | 33,114 | $2.72M | 0.41% | −351−1.0% | Reduced |
| Susquehanna International Group, LLP | 33,487 | $2.75M | 0.01% | +19,371+137.2% | Added |
| Twinbeech Capital LP | 34,080 | $2.80M | 0.07% | +34,080 | New |
| Public Employees Retirement System of Ohio | 34,155 | $2.81M | 0.01% | +11,923+53.6% | Added |
| Raymond James & Associates | 36,702 | $3.02M | 0.00% | +1,457+4.1% | Added |
| Credit Suisse AG | 36,904 | $3.04M | 0.00% | +1,540+4.4% | Added |
| GW&K Investment Management, LLC | 37,469 | $3.08M | 0.03% | +18,964+102.5% | Added |
| Advisors Asset Management, Inc. | 38,997 | $3.21M | 0.07% | +242+0.6% | Added |
| SEI Investments Co | 38,997 | $3.21M | 0.01% | +4,034+11.5% | Added |
| Ergoteles LLC | 41,090 | $3.38M | 0.12% | +37,730+1,122.9% | Added |
| Guggenheim Capital LLC | 41,218 | $3.39M | 0.03% | −1,819−4.2% | Reduced |
| New York State Common Retirement Fund | 42,163 | $3.47M | 0.01% | −1,114−2.6% | Reduced |
| D. E. Shaw & Co., Inc. | 42,453 | $3.49M | 0.01% | +31,179+276.6% | Added |
| Canada Pension Plan Investment Board | 45,941 | $3.78M | 0.01% | +32,800+249.6% | Added |
| Two Sigma Advisers, LP | 47,100 | $3.87M | 0.01% | −5,100−9.8% | Reduced |
| First Republic Investment Management, Inc. | 47,128 | $3.88M | 0.01% | −389−0.8% | Reduced |
| South Dakota Investment Council | 47,157 | $3.88M | 0.09% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 47,576 | $3.91M | 0.22% | +11,011+30.1% | Added |
| State Board of Administration of Florida Retirement System | 48,556 | $3.99M | 0.01% | −1,500−3.0% | Reduced |
| Executive Wealth Management, LLC | 4,068 | $4.07M | 0.58% | −36,182−89.9% | Reduced |
| California State Teachers Retirement System | 49,728 | $4.09M | 0.01% | +472+1.0% | Added |
| Squarepoint Ops LLC | 50,910 | $4.19M | 0.04% | +50,910 | New |
| New York State Teachers Retirement System | 52,064 | $4.28M | 0.01% | −2,088−3.9% | Reduced |
| Victory Capital Management Inc | 52,988 | $4.36M | 0.01% | −36,329−40.7% | Reduced |
| Ceredex Value Advisors LLC | 53,817 | $4.43M | 0.07% | −851−1.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 56,567 | $4.65M | 0.78% | +2,827+5.3% | Added |
| American International Group, Inc. | 56,834 | $4.67M | 0.03% | −10,208−15.2% | Reduced |
| Martingale Asset Management L P | 57,213 | $4.71M | 0.09% | −8,891−13.5% | Reduced |
| Fisher Asset Management, LLC | 58,272 | $4.79M | 0.00% | −4,184−6.7% | Reduced |
| Holocene Advisors, LP | 58,798 | $4.84M | 0.03% | −230,165−79.7% | Reduced |
| Interval Partners, LP | 59,243 | $4.87M | 0.29% | +39,248+196.3% | Added |
| Allianz Asset Management GmbH | 59,964 | $4.93M | 0.01% | +46,279+338.2% | Added |
| UBS Group AG | 60,896 | $5.01M | 0.00% | −11,899−16.3% | Reduced |
| Brandywine Global Investment Management, LLC | 62,883 | $5.17M | 0.05% | −2,999−4.6% | Reduced |
| Federated Hermes, Inc. | 67,686 | $5.57M | 0.02% | +3,734+5.8% | Added |
| Nordea Investment Management AB | 69,435 | $5.66M | 0.01% | −1,396−2.0% | Reduced |
| Comerica Bank | 58,885 | $5.67M | 0.05% | −5,085−7.9% | Reduced |
| Royal Bank of Canada | 69,889 | $5.75M | 0.00% | −115,256−62.3% | Reduced |
| Kettle Hill Capital Management, LLC | 70,079 | $5.76M | 1.36% | +38,825+124.2% | Added |
| Pier Capital, LLC | 73,961 | $6.08M | 1.05% | +73,961 | New |
| Legal & General Group Plc | 78,154 | $6.43M | 0.00% | −4,105−5.0% | Reduced |
| Ziegler Capital Management, LLC | 84,429 | $6.97M | 0.31% | −2,321−2.7% | Reduced |
| Eaton Vance Management | 85,200 | $7.01M | 0.01% | −492−0.6% | Reduced |
| Brookfield Asset Management Inc. | 85,760 | $7.05M | 0.03% | +85,760 | New |
| California Public Employees Retirement System | 92,816 | $7.63M | 0.01% | +13,649+17.2% | Added |