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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 93,660 | $7.70M | 0.00% | −4,278−4.4% | Reduced |
| Peregrine Capital Management LLC | 94,389 | $7.76M | 0.25% | −5,251−5.3% | Reduced |
| Royce & Associates LP | 95,836 | $7.88M | 0.09% | −3,144−3.2% | Reduced |
| Swiss National Bank | 96,300 | $7.92M | 0.01% | +5,800+6.4% | Added |
| Schroder Investment Management Group | 100,027 | $8.23M | 0.01% | −44,596−30.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 100,672 | $8.28M | 0.07% | +100,672 | New |
| Massachusetts Financial Services Co | 101,310 | $8.33M | 0.00% | +101,310 | New |
| CCM Investment Advisers LLC | 101,795 | $8.37M | 1.42% | +3,401+3.5% | Added |
| Basswood Capital Management, L.L.C. | 102,889 | $8.46M | 0.62% | +62,189+152.8% | Added |
| Rhumbline Advisers | 105,700 | $8.69M | 0.01% | −5,494−4.9% | Reduced |
| Epoch Investment Partners, Inc. | 106,960 | $8.80M | 0.06% | −1,951−1.8% | Reduced |
| Man Group plc | 110,067 | $9.05M | 0.04% | – | – |
| Fort Washington Investment Advisors Inc | 114,800 | $9.44M | 0.08% | +260+0.2% | Added |
| Rockefeller Capital Management L.P. | 116,513 | $9.58M | 0.05% | +114,339+5,259.4% | Added |
| Glenmede Trust Co NA | 118,223 | $9.72M | 0.06% | −33,810−22.2% | Reduced |
| Retirement Systems of Alabama | 124,427 | $10.2M | 0.05% | −6,329−4.8% | Reduced |
| Lord, Abbett & Co. LLC | 125,970 | $10.4M | 0.04% | −3,340−2.6% | Reduced |
| Ensign Peak Advisors, Inc | 133,339 | $11.0M | 0.03% | +23,910+21.8% | Added |
| Invesco Ltd. | 135,238 | $11.1M | 0.00% | −20,856−13.4% | Reduced |
| Ameriprise Financial Inc | 139,032 | $11.4M | 0.00% | −34,432−19.8% | Reduced |
| Principal Financial Group Inc | 140,538 | $11.6M | 0.01% | −19,042−11.9% | Reduced |
| Wells Fargo & Company | 149,666 | $12.3M | 0.00% | −20,918−12.3% | Reduced |
| Macquarie Group Ltd | 151,448 | $12.5M | 0.02% | +4,679+3.2% | Added |
| Alliancebernstein L.P. | 165,429 | $13.6M | 0.01% | +49,153+42.3% | Added |
| Allspring Global Investments Holdings, LLC | 169,679 | $14.0M | 0.02% | −8,620−4.8% | Reduced |
| Russell Investments Group, Ltd. | 170,645 | $14.0M | 0.03% | +154,358+947.7% | Added |
| Qube Research & Technologies Ltd | 170,725 | $14.0M | 0.09% | +76,436+81.1% | Added |
| American Century Companies Inc | 174,752 | $14.4M | 0.01% | −44,846−20.4% | Reduced |
| State of Wisconsin Investment Board | 176,723 | $14.5M | 0.05% | −2,056−1.2% | Reduced |
| Bernzott Capital Advisors | 181,451 | $14.9M | 2.06% | −28,112−13.4% | Reduced |
| Wedge Capital Management L L P | 182,551 | $15.0M | 0.25% | −6,611−3.5% | Reduced |
| Ariel Investments, LLC | 184,066 | $15.1M | 0.17% | −4,911−2.6% | Reduced |
| UBS Asset Management Americas Inc | 189,452 | $15.6M | 0.01% | −19,409−9.3% | Reduced |
| Assenagon Asset Management S.A. | 208,332 | $17.1M | 0.07% | +149,811+256.0% | Added |
| Marshall Wace, LLP | 223,472 | $18.4M | 0.05% | +58,530+35.5% | Added |
| Panagora Asset Management Inc | 224,198 | $18.4M | 0.13% | −2,829−1.2% | Reduced |
| Clark Capital Management Group, Inc. | 240,983 | $19.8M | 0.26% | +8,067+3.5% | Added |
| Frontier Capital Management Co LLC | 259,764 | $21.4M | 0.25% | +18,595+7.7% | Added |
| Boston Trust Walden Corp | 266,310 | $21.9M | 0.22% | +8,308+3.2% | Added |
| Nuveen Asset Management, LLC | 279,920 | $23.0M | 0.01% | −7,636−2.7% | Reduced |
| Bank of America Corp | 281,783 | $23.2M | 0.00% | −36,674−11.5% | Reduced |
| Paralel Advisors LLC | 300,000 | $24.7M | 1.73% | +175,000+140.0% | Added |
| Wellington Management Group LLP | 307,723 | $25.3M | 0.01% | −83,126−21.3% | Reduced |
| Northern Trust Corp | 312,724 | $25.7M | 0.01% | −20,665−6.2% | Reduced |
| Nitorum Capital, L.P. | 313,511 | $25.8M | 2.24% | −72,400−18.8% | Reduced |
| Citadel Advisors LLC | 343,306 | $28.2M | 0.04% | −26,221−7.1% | Reduced |
| Franklin Resources Inc | 346,976 | $28.5M | 0.02% | −845−0.2% | Reduced |
| AQR Capital Management LLC | 363,796 | $29.6M | 0.07% | +60,951+20.1% | Added |
| Copeland Capital Management, LLC | 367,298 | $30.2M | 1.00% | +5,183+1.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 369,485 | $30.4M | 0.22% | −476−0.1% | Reduced |
| First Trust Advisors LP | 381,727 | $31.4M | 0.04% | +11,101+3.0% | Added |
| Renaissance Technologies LLC | 386,000 | $31.7M | 0.04% | −83,200−17.7% | Reduced |
| Norges Bank | 390,422 | $32.1M | 0.01% | +39,356+11.2% | Added |
| Boston Partners | 384,128 | $33.5M | 0.05% | −7,008−1.8% | Reduced |
| Bahl & Gaynor Inc | 455,464 | $37.5M | 0.25% | −63,715−12.3% | Reduced |
| Bank of New York Mellon Corp | 508,044 | $41.8M | 0.01% | −32,900−6.1% | Reduced |
| Primecap Management Co | 537,200 | $44.2M | 0.04% | +99,400+22.7% | Added |
| Jacobs Levy Equity Management, Inc | 537,589 | $44.2M | 0.35% | +439,622+448.7% | Added |
| Morgan Stanley | 635,314 | $52.3M | 0.01% | +59,222+10.3% | Added |
| Millennium Management LLC | 648,487 | $53.3M | 0.07% | +145,048+28.8% | Added |
| Geode Capital Management, LLC | 679,309 | $55.9M | 0.01% | −19,729−2.8% | Reduced |
| Goldman Sachs Group Inc | 745,981 | $61.4M | 0.02% | +134,075+21.9% | Added |
| Charles Schwab Investment Management Inc | 779,965 | $64.2M | 0.02% | +53,002+7.3% | Added |
| Dimensional Fund Advisors LP | 865,850 | $71.2M | 0.03% | +763+0.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 927,910 | $76.3M | 0.33% | +103,940+12.6% | Added |
| State Street Corp | 1,032,035 | $84.9M | 0.01% | −58,581−5.4% | Reduced |
| JPMorgan Chase & Co | 1,693,443 | $139.3M | 0.02% | +317,759+23.1% | Added |
| BlackRock Inc. | 3,311,160 | $272.3M | 0.01% | −272,265−7.6% | Reduced |
| Vanguard Group Inc | 3,743,917 | $307.9M | 0.01% | −311,355−7.7% | Reduced |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −201,955−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −82,424−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −62,877−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −48,475−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −48,100−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −31,500−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −30,529−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −28,045−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −23,065−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,880−100.0% | Sold out |
| Mastrapasqua Asset Management Inc | 0 | $0 | 0.00% | −17,090−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,465−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −13,874−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −12,602−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −12,007−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −11,949−100.0% | Sold out |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −10,873−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −8,723−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,990−100.0% | Sold out |
| HN Saltoro Capital, LP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −6,453−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,101−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −5,474−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −5,460−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,373−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −5,174−100.0% | Sold out |
| Balasa Dinverno & Foltz LLC | 0 | $0 | 0.00% | −4,813−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,095−100.0% | Sold out |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −3,965−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,292−100.0% | Sold out |