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 |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 45,941 | $3.78M | 0.01% | +32,800+249.6% | Added |
| D. E. Shaw & Co., Inc. | 42,453 | $3.49M | 0.01% | +31,179+276.6% | Added |
| New York State Common Retirement Fund | 42,163 | $3.47M | 0.01% | −1,114−2.6% | Reduced |
| Guggenheim Capital LLC | 41,218 | $3.39M | 0.03% | −1,819−4.2% | Reduced |
| Ergoteles LLC | 41,090 | $3.38M | 0.12% | +37,730+1,122.9% | 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 |
| GW&K Investment Management, LLC | 37,469 | $3.08M | 0.03% | +18,964+102.5% | Added |
| Credit Suisse AG | 36,904 | $3.04M | 0.00% | +1,540+4.4% | Added |
| Raymond James & Associates | 36,702 | $3.02M | 0.00% | +1,457+4.1% | Added |
| Public Employees Retirement System of Ohio | 34,155 | $2.81M | 0.01% | +11,923+53.6% | Added |
| Twinbeech Capital LP | 34,080 | $2.80M | 0.07% | +34,080 | New |
| Susquehanna International Group, LLP | 33,487 | $2.75M | 0.01% | +19,371+137.2% | Added |
| Leuthold Group, LLC | 33,114 | $2.72M | 0.41% | −351−1.0% | Reduced |
| Nisa Investment Advisors, LLC | 31,968 | $2.65M | 0.02% | +951+3.1% | Added |
| Magnetar Financial LLC | 31,957 | $2.63M | 0.04% | +25,574+400.7% | Added |
| Stifel Financial Corp | 30,525 | $2.51M | 0.00% | +958+3.2% | Added |
| Gotham Asset Management, LLC | 30,416 | $2.50M | 0.07% | +9,468+45.2% | Added |
| Manufacturers Life Insurance Company, The | 29,373 | $2.42M | 0.00% | −4,681−13.7% | Reduced |
| Mutual of America Capital Management LLC | 28,991 | $2.38M | 0.03% | −4,939−14.6% | Reduced |
| Great West Life Assurance Co | 26,980 | $2.22M | 0.01% | +40.0% | Added |
| Verdence Capital Advisors LLC | 26,820 | $2.21M | 0.30% | −129−0.5% | Reduced |
| Morse Asset Management, Inc | 26,393 | $2.17M | 0.82% | −141−0.5% | 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 |
| Amalgamated Bank | 25,958 | $2.13M | 0.02% | −3,386−11.5% | Reduced |
| Texas Permanent School Fund | 25,904 | $2.13M | 0.03% | −3,437−11.7% | Reduced |
| Sarasin & Partners LLP | 25,000 | $2.06M | 0.03% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 24,456 | $2.01M | 0.01% | +3,721+17.9% | Added |
| Advisors Capital Management, LLC | 17,242 | $1.99M | 0.05% | +3,695+27.3% | Added |
| State of Tennessee, Treasury Department | 24,143 | $1.99M | 0.01% | +3,472+16.8% | Added |
| Duality Advisers, LP | 23,881 | $1.96M | 0.21% | +2,917+13.9% | Added |
| MetLife Investment Management | 23,137 | $1.90M | 0.02% | −3,203−12.2% | Reduced |
| Alaska Permanent Fund Corp | 22,900 | $1.88M | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 22,504 | $1.85M | 0.00% | −942−4.0% | Reduced |
| BNP Paribas Arbitrage, SA | 22,112 | $1.82M | 0.00% | +9,133+70.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 21,883 | $1.80M | 0.01% | +4,219+23.9% | Added |
| Voya Investment Management LLC | 21,771 | $1.79M | 0.00% | −21,852−50.1% | Reduced |
| Brinker Capital Investments, LLC | 20,960 | $1.72M | 0.04% | −3,214−13.3% | Reduced |
| Teacher Retirement System of Texas | 20,534 | $1.69M | 0.01% | +14,180+223.2% | Added |
| Advisor Group Holdings, Inc. | 20,257 | $1.67M | 0.00% | +1,343+7.1% | Added |
| Yousif Capital Management, LLC | 20,091 | $1.65M | 0.02% | −4,245−17.4% | Reduced |
| Vident Investment Advisory, LLC | 20,821 | $1.59M | 0.05% | −249−1.2% | Reduced |
| AlphaCrest Capital Management LLC | 19,050 | $1.57M | 0.10% | +10,168+114.5% | Added |
| Valley National Advisers Inc | 16,383 | $1.51M | 0.31% | +994+6.5% | Added |
| Moody Aldrich Partners LLC | 17,650 | $1.45M | 0.30% | −46,985−72.7% | Reduced |
| Prudential Financial Inc | 17,531 | $1.42M | 0.00% | −256−1.4% | Reduced |
| Treasurer of the State of North Carolina | 17,002 | $1.40M | 0.01% | −369−2.1% | Reduced |
| Alps Advisors Inc | 16,918 | $1.39M | 0.01% | +2,434+16.8% | Added |
| Monument Capital Management | 15,750 | $1.29M | 0.49% | +3,152+25.0% | Added |
| Price T Rowe Associates Inc | 15,455 | $1.27M | 0.00% | +3,253+26.7% | Added |
| Essex Investment Management Co LLC | 15,346 | $1.26M | 0.20% | +4,254+38.4% | Added |
| Toroso Investments, LLC | 15,288 | $1.26M | 0.05% | −98−0.6% | Reduced |
| Harbor Advisors LLC | 15,000 | $1.23M | 0.33% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 14,882 | $1.22M | 0.18% | +4,822+47.9% | Added |
| Nations Financial Group Inc, | 14,646 | $1.21M | 0.17% | −102−0.7% | Reduced |
| Dana Investment Advisors, Inc. | 14,457 | $1.19M | 0.07% | +298+2.1% | Added |
| AE Wealth Management LLC | 14,443 | $1.19M | 0.01% | +14,443 | New |
| Janus Henderson Group PLC | 14,328 | $1.18M | 0.00% | +37+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,278 | $1.17M | 0.01% | −1,793−11.2% | Reduced |
| Centric Wealth Management | 13,921 | $1.15M | 0.46% | +13,921 | New |
| Bank of Montreal | 13,534 | $1.12M | 0.00% | −10,305−43.2% | Reduced |
| Covington Capital Management | 13,591 | $1.12M | 0.05% | −234−1.7% | Reduced |
| Barclays PLC | 13,241 | $1.09M | 0.00% | −4,039−23.4% | Reduced |
| Truist Financial Corp | 12,958 | $1.07M | 0.00% | −11,557−47.1% | Reduced |
| US Bancorp | 12,282 | $1.01M | 0.00% | −10,058−45.0% | Reduced |
| Winton Group Ltd | 12,249 | $1.01M | 0.07% | −7,757−38.8% | Reduced |
| Cubist Systematic Strategies, LLC | 12,200 | $1.00M | 0.01% | −77,820−86.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 11,745 | $966.0K | 0.00% | −691−5.6% | Reduced |
| Edgestream Partners, L.P. | 11,700 | $962.0K | 0.07% | +11,700 | New |
| Rocky Mountain Advisers, LLC | 11,525 | $948.0K | 1.23% | +375+3.4% | Added |
| AXA S.A. | 11,500 | $945.9K | 0.00% | −300−2.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,413 | $938.7K | 0.00% | +11,413 | New |
| Arizona State Retirement System | 11,032 | $907.0K | 0.01% | +625+6.0% | Added |
| PDT Partners, LLC | 10,636 | $875.0K | 0.13% | +2,594+32.3% | Added |
| State of Alaska, Department of Revenue | 10,634 | $874.0K | 0.01% | +4,807+82.5% | Added |
| Oregon Public Employees Retirement Fund | 10,514 | $865.0K | 0.01% | −753−6.7% | Reduced |
| Crossmark Global Holdings, Inc. | 10,461 | $860.0K | 0.02% | +1,171+12.6% | Added |
| Wright Investors Service Inc | 10,384 | $854.0K | 0.27% | +2,419+30.4% | Added |
| Cornercap Investment Counsel Inc | 9,889 | $813.0K | 0.15% | 00.0% | Unchanged |
| 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 |
| 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 |
| Louisiana State Employees Retirement System | 9,600 | $790.0K | 0.02% | −1,100−10.3% | Reduced |
| Thrivent Financial for Lutherans | 9,531 | $784.0K | 0.00% | −1,119−10.5% | Reduced |
| Virtus Family Office LLC | 9,511 | $782.0K | 2.00% | +9,511 | New |
| 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 |
| 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 |
| Prudential PLC | 8,990 | $739.0K | 0.01% | +2,018+28.9% | Added |
| Washington Trust Advisors, Inc. | 8,970 | $738.0K | 0.07% | −250−2.7% | Reduced |
| Engineers Gate Manager LP | 8,768 | $721.0K | 0.04% | −14,229−61.9% | Reduced |
| EFG Asset Management (North America) Corp. | 8,656 | $712.0K | 0.16% | −651−7.0% | Reduced |
| San Luis Wealth Advisors LLC | 8,620 | $709.0K | 0.74% | +8,620 | New |
| O'Shaughnessy Asset Management, LLC | 8,574 | $705.0K | 0.01% | −1,197−12.3% | Reduced |
| Kendall Capital Management | 8,395 | $690.0K | 0.40% | −195−2.3% | Reduced |
| Hohimer Wealth Management, LLC | 8,325 | $685.0K | 0.22% | −18−0.2% | Reduced |
| DuPont Capital Management Corp | 8,311 | $684.0K | 0.04% | −7,150−46.2% | Reduced |