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 |
|---|---|---|---|---|---|
| Prana Capital Management, LP | 8,183 | $673.0K | 0.05% | +8,183 | New |
| Fifth Third Bancorp | 7,634 | $628.0K | 0.00% | −188−2.4% | Reduced |
| James Investment Research Inc | 7,594 | $625.0K | 0.09% | 00.0% | Unchanged |
| Jane Street Group, LLC | 7,526 | $619.0K | 0.00% | +3,895+107.3% | Added |
| Globeflex Capital L P | 7,381 | $607.0K | 0.10% | +296+4.2% | Added |
| Los Angeles Capital Management LLC | 7,057 | $580.0K | 0.00% | +3,505+98.7% | Added |
| Asset Management One Co.,Ltd. | 6,801 | $559.0K | 0.00% | −7,938−53.9% | Reduced |
| Deutsche Bank AG | 6,741 | $555.0K | 0.00% | −1,761−20.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,686 | $550.0K | 0.24% | −66−1.0% | Reduced |
| KBC Group NV | 6,640 | $546.0K | 0.00% | +6,640 | New |
| Teachers Retirement System of the State of Kentucky | 6,580 | $541.0K | 0.01% | +6,580 | New |
| BancorpSouth Bank | 6,455 | $531.0K | 0.06% | −38−0.6% | Reduced |
| New Mexico Educational Retirement Board | 6,400 | $526.0K | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,273 | $516.0K | 0.00% | +618+10.9% | Added |
| Voloridge Investment Management, LLC | 5,870 | $483.0K | 0.00% | +5,870 | New |
| Swedbank AB | 5,800 | $477.1K | 0.00% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,800 | $477.0K | 0.00% | +5,800 | New |
| Deltec Asset Management LLC | 5,760 | $474.0K | 0.12% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 5,675 | $467.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 5,624 | $463.0K | 0.00% | −255−4.3% | Reduced |
| Capital Impact Advisors, LLC | 4,071 | $462.0K | 0.46% | +690+20.4% | Added |
| Zions Bancorporation, N.A. | 5,454 | $449.0K | 0.05% | +74+1.4% | Added |
| Captrust Financial Advisors | 5,373 | $442.0K | 0.00% | +639+13.5% | Added |
| 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 |
| Handelsbanken Fonder AB | 5,237 | $431.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 5,202 | $428.0K | 0.01% | −1,593−23.4% | Reduced |
| Pathstone Family Office, LLC | 5,182 | $426.6K | 0.01% | +1,290+33.1% | Added |
| Shell Asset Management Co | 5,138 | $423.0K | 0.02% | −1,348−20.8% | Reduced |
| Caxton Associates LP | 5,134 | $422.0K | 0.07% | +5,134 | New |
| Snowden Capital Advisors LLC | 5,124 | $421.0K | 0.02% | +822+19.1% | Added |
| ExodusPoint Capital Management, LP | 5,096 | $419.0K | 0.01% | −37,844−88.1% | Reduced |
| Donoghue Forlines LLC | 4,990 | $410.0K | 0.15% | +406+8.9% | Added |
| Angeles Wealth Management, LLC | 4,790 | $394.0K | 0.08% | −53−1.1% | Reduced |
| Mackenzie Financial Corp | 4,686 | $385.0K | 0.00% | +1,776+61.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,667 | $384.0K | 0.00% | −1,539−24.8% | Reduced |
| Cornerstone Investment Partners, LLC | 4,661 | $383.0K | 0.03% | +21+0.5% | Added |
| Buckhead Capital Management LLC | 4,537 | $373.0K | 0.10% | +450+11.0% | Added |
| Xponance, Inc. | 4,260 | $350.0K | 0.01% | −508−10.7% | Reduced |
| DGS Capital Management, LLC | 4,240 | $348.7K | 0.23% | −282−6.2% | Reduced |
| Wambolt & Associates, LLC | 4,087 | $336.0K | 0.14% | +650+18.9% | Added |
| Neuberger Berman Group LLC | 3,951 | $325.0K | 0.00% | −2,926−42.5% | Reduced |
| M&T Bank Corp | 3,914 | $323.0K | 0.00% | −388−9.0% | Reduced |
| Public Employees Retirement Association of Colorado | 3,882 | $319.0K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,829 | $314.0K | 0.03% | −45−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 3,651 | $300.0K | 0.00% | +41+1.1% | Added |
| Pitcairn Co | 3,517 | $289.0K | 0.03% | −766−17.9% | Reduced |
| XTX Topco Ltd | 3,473 | $286.0K | 0.07% | +3,473 | New |
| APG Asset Management N.V. | 3,400 | $285.0K | 0.00% | −5,500−61.8% | Reduced |
| Algert Global LLC | 3,428 | $282.0K | 0.02% | +3,428 | New |
| LPL Financial LLC | 3,354 | $276.0K | 0.00% | −238−6.6% | Reduced |
| JustInvest LLC | 3,343 | $275.0K | 0.01% | −67−2.0% | Reduced |
| Flagship Harbor Advisors, LLC | 3,326 | $274.0K | 0.03% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,323 | $273.0K | 0.00% | −616−15.6% | Reduced |
| Securian Asset Management, Inc | 3,288 | $270.0K | 0.01% | −413−11.2% | Reduced |
| Park Avenue Securities LLC | 3,268 | $269.0K | 0.01% | −561−14.7% | Reduced |
| Fox Run Management, L.L.C. | 3,261 | $268.0K | 0.10% | +3,261 | New |
| Dakota Wealth Management | 3,203 | $264.0K | 0.02% | +35+1.1% | Added |
| MQS Management LLC | 3,193 | $263.0K | 0.17% | −1,309−29.1% | Reduced |
| MAI Capital Management | 3,138 | $258.0K | 0.00% | +3,138 | New |
| Boenning & Scattergood, Inc. | 3,100 | $255.0K | 0.05% | −6−0.2% | Reduced |
| Maryland State Retirement & Pension System | 3,021 | $248.0K | 0.02% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,949 | $243.0K | 0.01% | −1,650−35.9% | Reduced |
| Regions Financial Corp | 2,757 | $227.0K | 0.00% | −47−1.7% | Reduced |
| O'Rourke & Company, Inc | 2,597 | $214.0K | 0.19% | +2+0.1% | Added |
| CWM Advisors, LLC | 2,520 | $207.0K | 0.03% | +256+11.3% | Added |
| Spartan Fund Management Inc. | 2,500 | $206.0K | 0.06% | +2,500 | New |
| 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 |
| Personal Cfo Solutions, LLC | 2,478 | $204.0K | 0.05% | −62−2.4% | Reduced |
| TD Ameritrade Investment Management, LLC | 2,470 | $203.0K | 0.00% | −629−20.3% | Reduced |
| HSBC Holdings PLC | 2,463 | $202.0K | 0.00% | −13,651−84.7% | Reduced |
| Itau Unibanco Holding S.A. | 2,447 | $201.0K | 0.01% | +2,447 | New |
| State of Wyoming | 2,310 | $190.0K | 0.09% | +1,255+119.0% | Added |
| Aquatic Capital Management LLC | 2,200 | $181.0K | 0.02% | +600+37.5% | Added |
| Van Eck Associates Corp | 2,144 | $176.0K | 0.00% | +458+27.2% | Added |
| The PNC Financial Services Group, Inc. | 2,133 | $175.0K | 0.00% | −304−12.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,033 | $167.0K | 0.00% | −444−17.9% | Reduced |
| Acadian Asset Management LLC | 1,777 | $145.0K | 0.00% | +1,777 | New |
| Steward Partners Investment Advisory, LLC | 1,687 | $139.0K | 0.00% | +1,650+4,459.5% | Added |
| PEAK6 Investments LLC | 1,635 | $134.0K | 0.00% | −4,534−73.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,541 | $127.0K | 0.00% | −67−4.2% | Reduced |
| Covestor Ltd | 1,531 | $126.0K | 0.11% | +475+45.0% | Added |
| Quantbot Technologies LP | 1,341 | $110.0K | 0.01% | +1,341 | New |
| Parallel Advisors, LLC | 1,203 | $99.0K | 0.00% | −1,399−53.8% | Reduced |
| IFP Advisors, Inc | 722 | $92.0K | 0.00% | −1−0.1% | Reduced |
| JJJ Advisors Inc. | 1,008 | $87.0K | 0.03% | +559+124.5% | Added |
| Neo Ivy Capital Management | 1,052 | $87.0K | 0.23% | +1,052 | New |
| Lazard Asset Management LLC | 1,029 | $84.0K | 0.00% | +307+42.5% | Added |
| Cullen/Frost Bankers, Inc. | 1,000 | $82.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 956 | $79.0K | 0.00% | −28−2.8% | Reduced |
| EverSource Wealth Advisors, LLC | 823 | $68.0K | 0.02% | +17+2.1% | Added |
| First Horizon Advisors, Inc. | 764 | $63.0K | 0.00% | −428−35.9% | Reduced |
| Arlington Partners LLC | 699 | $57.0K | 0.02% | −367−34.4% | Reduced |
| FourThought Financial, LLC | 640 | $53.0K | 0.01% | −20−3.0% | Reduced |
| American Portfolios Advisors | 618 | $50.8K | 0.00% | +203+48.9% | Added |
| Proequities, Inc. | 556 | $46.0K | 0.00% | −139−20.0% | Reduced |
| Parkside Financial Bank & Trust | 491 | $41.0K | 0.01% | +24+5.1% | Added |
| Wipfli Financial Advisors LLC, | 467 | $38.0K | 0.00% | +467 | New |
| Quent Capital, LLC | 367 | $30.0K | 0.01% | −27−6.9% | Reduced |