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, Q4 2022
Institutional positions in Evercore Inc. as of Dec 31, 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
- 395
- +31 vs. Q3 2022
- Shares held
- 32.8M
- +670.2K (+2.1%) vs. Q3 2022
- Total value
- $3.58B
- +$932.2M (+35.1%) vs. Q3 2022
- New holders
- 74
- 112 more added
- Sold out
- 43
- 152 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,764,858 | $410.7M | 0.01% | +20,941+0.6% | Added |
| BlackRock Inc. | 3,453,530 | $376.7M | 0.01% | +142,370+4.3% | Added |
| JPMorgan Chase & Co | 1,603,886 | $175.0M | 0.02% | −89,557−5.3% | Reduced |
| State Street Corp | 1,040,211 | $113.5M | 0.01% | +8,176+0.8% | Added |
| Millennium Management LLC | 960,939 | $104.8M | 0.12% | +312,452+48.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 919,960 | $100.3M | 0.39% | −7,950−0.9% | Reduced |
| Massachusetts Financial Services Co | 870,944 | $95.0M | 0.03% | +769,634+759.7% | Added |
| Dimensional Fund Advisors LP | 869,478 | $94.8M | 0.03% | +3,628+0.4% | Added |
| Charles Schwab Investment Management Inc | 793,758 | $86.6M | 0.03% | +13,793+1.8% | Added |
| Morgan Stanley | 715,646 | $78.1M | 0.01% | +80,332+12.6% | Added |
| Geode Capital Management, LLC | 639,939 | $69.8M | 0.01% | −39,370−5.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 623,194 | $68.0M | 0.43% | +253,709+68.7% | Added |
| Primecap Management Co | 578,880 | $63.1M | 0.06% | +41,680+7.8% | Added |
| Goldman Sachs Group Inc | 541,558 | $59.1M | 0.02% | −204,423−27.4% | Reduced |
| Bank of New York Mellon Corp | 513,398 | $56.0M | 0.01% | +5,354+1.1% | Added |
| Bahl & Gaynor Inc | 497,091 | $54.2M | 0.34% | +41,627+9.1% | Added |
| Jacobs Levy Equity Management, Inc | 496,209 | $54.1M | 0.37% | −41,380−7.7% | Reduced |
| Boston Partners | 379,403 | $43.0M | 0.06% | −4,725−1.2% | Reduced |
| First Trust Advisors LP | 393,790 | $43.0M | 0.05% | +12,063+3.2% | Added |
| Fisher Asset Management, LLC | 371,735 | $40.5M | 0.03% | +313,463+537.9% | Added |
| Norges Bank | 354,875 | $38.7M | 0.01% | −35,547−9.1% | Reduced |
| Franklin Resources Inc | 344,115 | $37.5M | 0.02% | −2,861−0.8% | Reduced |
| Nuveen Asset Management, LLC | 318,724 | $34.8M | 0.01% | +38,804+13.9% | Added |
| Bank of America Corp | 313,005 | $34.1M | 0.00% | +31,222+11.1% | Added |
| Clark Capital Management Group, Inc. | 303,328 | $33.1M | 0.30% | +62,345+25.9% | Added |
| Paralel Advisors LLC | 300,000 | $32.7M | 1.93% | 00.0% | Unchanged |
| Northern Trust Corp | 293,178 | $32.0M | 0.01% | −19,546−6.3% | Reduced |
| Channing Capital Management, LLC | 282,650 | $30.8M | 0.98% | +282,650 | New |
| Sparta 24 Ltd. | 275,400 | $30.0M | 25.88% | +275,400 | New |
| Boston Trust Walden Corp | 263,805 | $28.8M | 0.25% | −2,505−0.9% | Reduced |
| AQR Capital Management LLC | 264,317 | $28.7M | 0.07% | −99,479−27.3% | Reduced |
| Frontier Capital Management Co LLC | 254,493 | $27.8M | 0.30% | −5,271−2.0% | Reduced |
| Kettle Hill Capital Management, LLC | 240,241 | $26.2M | 5.16% | +170,162+242.8% | Added |
| American Century Companies Inc | 220,598 | $24.1M | 0.02% | +45,846+26.2% | Added |
| Balyasny Asset Management LLC | 208,209 | $22.7M | 0.08% | +208,209 | New |
| Wellington Management Group LLP | 204,815 | $22.3M | 0.00% | −102,908−33.4% | Reduced |
| Renaissance Technologies LLC | 197,500 | $21.5M | 0.03% | −188,500−48.8% | Reduced |
| UBS Asset Management Americas Inc | 189,648 | $20.7M | 0.01% | +196+0.1% | Added |
| Russell Investments Group, Ltd. | 182,617 | $19.9M | 0.04% | +11,972+7.0% | Added |
| Invesco Ltd. | 177,263 | $19.3M | 0.01% | +42,025+31.1% | Added |
| Bernzott Capital Advisors | 175,847 | $19.2M | 2.48% | −5,604−3.1% | Reduced |
| State of Wisconsin Investment Board | 173,835 | $19.0M | 0.06% | −2,888−1.6% | Reduced |
| Nitorum Capital, L.P. | 173,544 | $18.9M | 1.78% | −139,967−44.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 167,557 | $18.3M | 0.03% | −2,122−1.3% | Reduced |
| Wedge Capital Management L L P | 164,528 | $17.9M | 0.29% | −18,023−9.9% | Reduced |
| Lord, Abbett & Co. LLC | 160,560 | $17.5M | 0.06% | +34,590+27.5% | Added |
| Ariel Investments, LLC | 154,111 | $16.8M | 0.17% | −29,955−16.3% | Reduced |
| Basswood Capital Management, L.L.C. | 154,048 | $16.8M | 1.24% | +51,159+49.7% | Added |
| River Road Asset Management, LLC | 150,645 | $16.4M | 0.23% | +150,645 | New |
| Wells Fargo & Company | 149,642 | $16.3M | 0.01% | −240.0% | Reduced |
| Macquarie Group Ltd | 141,675 | $15.5M | 0.02% | −9,773−6.5% | Reduced |
| Principal Financial Group Inc | 140,250 | $15.3M | 0.01% | −288−0.2% | Reduced |
| Ameriprise Financial Inc | 137,014 | $14.9M | 0.01% | −2,018−1.5% | Reduced |
| Retirement Systems of Alabama | 124,375 | $13.6M | 0.06% | −520.0% | Reduced |
| Panagora Asset Management Inc | 116,760 | $12.7M | 0.08% | −107,438−47.9% | Reduced |
| Man Group plc | 115,865 | $12.6M | 0.05% | +5,798+5.3% | Added |
| Rockefeller Capital Management L.P. | 112,320 | $12.3M | 0.06% | −4,193−3.6% | Reduced |
| Alliancebernstein L.P. | 110,139 | $12.0M | 0.01% | −55,290−33.4% | Reduced |
| Rhumbline Advisers | 109,534 | $11.9M | 0.02% | +3,834+3.6% | Added |
| Glenmede Trust Co NA | 109,007 | $11.9M | 0.07% | −9,216−7.8% | Reduced |
| New York State Common Retirement Fund | 105,456 | $11.5M | 0.02% | +63,293+150.1% | Added |
| Royce & Associates LP | 104,674 | $11.4M | 0.12% | +8,838+9.2% | Added |
| Citadel Advisors LLC | 103,879 | $11.3M | 0.01% | −239,427−69.7% | Reduced |
| Epoch Investment Partners, Inc. | 102,193 | $11.1M | 0.07% | −4,767−4.5% | Reduced |
| Schroder Investment Management Group | 99,951 | $10.9M | 0.02% | −76−0.1% | Reduced |
| Fort Washington Investment Advisors Inc | 99,680 | $10.9M | 0.08% | −15,120−13.2% | Reduced |
| CCM Investment Advisers LLC | 98,231 | $10.7M | 1.70% | −3,564−3.5% | Reduced |
| California Public Employees Retirement System | 95,078 | $10.4M | 0.01% | +2,262+2.4% | Added |
| Ensign Peak Advisors, Inc | 92,413 | $10.1M | 0.02% | −40,926−30.7% | Reduced |
| Peregrine Capital Management LLC | 91,604 | $9.99M | 0.31% | −2,785−3.0% | Reduced |
| Swiss National Bank | 89,800 | $9.80M | 0.01% | −6,500−6.7% | Reduced |
| Victory Capital Management Inc | 87,515 | $9.55M | 0.01% | +34,527+65.2% | Added |
| Ziegler Capital Management, LLC | 82,794 | $9.08M | 0.38% | −1,635−1.9% | Reduced |
| LMR Partners LLP | 81,488 | $8.89M | 0.21% | +81,488 | New |
| Pier Capital, LLC | 79,419 | $8.66M | 1.42% | +5,458+7.4% | Added |
| Legal & General Group Plc | 78,131 | $8.52M | 0.00% | −230.0% | Reduced |
| Brandywine Global Investment Management, LLC | 74,170 | $8.09M | 0.06% | +11,287+17.9% | Added |
| Comerica Bank | 61,753 | $7.81M | 0.06% | +2,868+4.9% | Added |
| Nordea Investment Management AB | 68,589 | $7.45M | 0.01% | −846−1.2% | Reduced |
| Envestnet Asset Management Inc | 64,140 | $7.00M | 0.00% | −29,520−31.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 62,076 | $6.77M | 1.07% | +5,509+9.7% | Added |
| Royal Bank of Canada | 56,535 | $6.17M | 0.00% | −13,354−19.1% | Reduced |
| American International Group, Inc. | 55,656 | $6.07M | 0.04% | −1,178−2.1% | Reduced |
| Martingale Asset Management L P | 54,070 | $5.90M | 0.11% | −3,143−5.5% | Reduced |
| Executive Wealth Management, LLC | 53,489 | $5.83M | 0.72% | +49,421+1,214.9% | Added |
| UBS Group AG | 52,732 | $5.75M | 0.00% | −8,164−13.4% | Reduced |
| Ceredex Value Advisors LLC | 52,700 | $5.75M | 0.09% | −1,117−2.1% | Reduced |
| New York State Teachers Retirement System | 52,164 | $5.69M | 0.01% | +100+0.2% | Added |
| Mackenzie Financial Corp | 51,798 | $5.65M | 0.01% | +47,112+1,005.4% | Added |
| Canada Pension Plan Investment Board | 50,841 | $5.55M | 0.01% | +4,900+10.7% | Added |
| Brookfield Asset Management Inc. | 49,657 | $5.42M | 0.02% | −36,103−42.1% | Reduced |
| Moody Aldrich Partners LLC | 48,705 | $5.31M | 1.08% | +31,055+175.9% | Added |
| State Board of Administration of Florida Retirement System | 48,556 | $5.30M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 47,343 | $5.16M | 0.01% | −2,385−4.8% | Reduced |
| South Dakota Investment Council | 47,157 | $5.14M | 0.11% | 00.0% | Unchanged |
| Credit Suisse AG | 44,116 | $4.81M | 0.01% | +7,212+19.5% | Added |
| Seizert Capital Partners, LLC | 43,707 | $4.77M | 0.25% | −3,869−8.1% | Reduced |
| First Republic Investment Management, Inc. | 42,565 | $4.64M | 0.01% | −4,563−9.7% | Reduced |
| Voya Investment Management LLC | 41,612 | $4.54M | 0.01% | +19,841+91.1% | Added |
| Two Sigma Advisers, LP | 41,400 | $4.52M | 0.01% | −5,700−12.1% | Reduced |