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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 1,778 | $194.0K | 0.00% | +91+5.4% | Added |
| Shelton Capital Management | 1,844 | $201.1K | 0.02% | +1,844 | New |
| TD Ameritrade Investment Management, LLC | 1,852 | $202.0K | 0.00% | −618−25.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,879 | $205.0K | 0.01% | +1,879 | New |
| Cornercap Investment Counsel Inc | 1,882 | $205.3K | 0.04% | −8,007−81.0% | Reduced |
| Paragon Capital Management Ltd | 1,885 | $205.6K | 0.05% | +1,885 | New |
| The PNC Financial Services Group, Inc. | 1,907 | $208.0K | 0.00% | −226−10.6% | Reduced |
| NewEdge Wealth, LLC | 1,912 | $208.6K | 0.01% | +1,912 | New |
| HBK Sorce Advisory LLC | 1,942 | $212.0K | 0.01% | +1,942 | New |
| Utah Retirement Systems | 2,000 | $218.2K | 0.00% | +2,000 | New |
| Segall Bryant & Hamill, LLC | 2,075 | $226.0K | 0.00% | +2,075 | New |
| Intrust Bank NA | 2,101 | $229.2K | 0.03% | +2,101 | New |
| CWM Advisors, LLC | 2,150 | $234.5K | 0.03% | −370−14.7% | Reduced |
| ExodusPoint Capital Management, LP | 2,160 | $236.0K | 0.00% | −2,936−57.6% | Reduced |
| ProShare Advisors LLC | 2,200 | $240.0K | 0.00% | +2,200 | New |
| Tremblant Capital Group | 2,209 | $241.0K | 0.02% | +2,209 | New |
| Brookstone Capital Management | 2,105 | $253.5K | 0.01% | +2,105 | New |
| Yorktown Management & Research Co Inc | 2,375 | $259.1K | 0.32% | +2,375 | New |
| Argonautica Private Wealth Management, Inc | 2,421 | $264.1K | 0.14% | +2,421 | New |
| Baird Financial Group, Inc. | 2,448 | $267.0K | 0.00% | +2,448 | New |
| Duality Advisers, LP | 2,474 | $269.9K | 0.03% | −21,407−89.6% | Reduced |
| Leuthold Group, LLC | 2,491 | $271.7K | 0.04% | −30,623−92.5% | Reduced |
| Bridgefront Capital, LLC | 2,552 | $278.4K | 0.19% | +2,552 | New |
| Mount Yale Investment Advisors, LLC | 2,589 | $282.4K | 0.03% | +2,589 | New |
| Radnor Capital Management, LLC | 2,595 | $287.0K | 0.07% | +2,595 | New |
| Coldstream Capital Management Inc | 2,638 | $287.8K | 0.01% | +2,638 | New |
| Cetera Investment Advisers | 2,690 | $293.4K | 0.00% | +2,690 | New |
| O'Rourke & Company, Inc | 2,711 | $296.0K | 0.23% | +114+4.4% | Added |
| Flagship Harbor Advisors, LLC | 2,752 | $300.2K | 0.03% | −574−17.3% | Reduced |
| Mariner, LLC | 2,798 | $305.0K | 0.00% | +2,798 | New |
| DFPG Investments, LLC | 2,417 | $305.5K | 0.05% | +2,417 | New |
| Great Lakes Advisors, LLC | 2,886 | $314.8K | 0.02% | −63−2.1% | Reduced |
| Dynamic Advisor Solutions LLC | 2,935 | $320.1K | 0.02% | +2,935 | New |
| Maryland State Retirement & Pension System | 3,021 | $329.5K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,052 | $332.9K | 0.02% | −151−4.7% | Reduced |
| HSBC Holdings PLC | 3,137 | $342.2K | 0.00% | +674+27.4% | Added |
| Acrisure Capital Management, LLC | 3,159 | $344.6K | 0.38% | +3,159 | New |
| Boenning & Scattergood, Inc. | 3,106 | $346.0K | 0.06% | +6+0.2% | Added |
| Park Avenue Securities LLC | 3,236 | $353.0K | 0.01% | −32−1.0% | Reduced |
| Securian Asset Management, Inc | 3,288 | $358.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,307 | $360.7K | 0.01% | −1,895−36.4% | Reduced |
| Algert Global LLC | 3,428 | $373.9K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 3,489 | $380.6K | 0.04% | −28−0.8% | Reduced |
| Zions Bancorporation, N.A. | 3,504 | $382.2K | 0.03% | −1,950−35.8% | Reduced |
| Laffer Tengler Investments | 3,504 | $382.2K | 0.11% | +3,504 | New |
| Hohimer Wealth Management, LLC | 3,530 | $385.1K | 0.12% | −4,795−57.6% | Reduced |
| Bayesian Capital Management, LP | 3,600 | $392.7K | 0.06% | +3,600 | New |
| M&T Bank Corp | 3,619 | $394.8K | 0.00% | −295−7.5% | Reduced |
| Mercer Global Advisors Inc | 3,652 | $398.0K | 0.00% | +3,652 | New |
| LPL Financial LLC | 3,673 | $400.7K | 0.00% | +319+9.5% | Added |
| D. E. Shaw & Co., Inc. | 3,714 | $405.1K | 0.00% | −38,739−91.3% | Reduced |
| BNP Paribas Arbitrage, SA | 3,731 | $407.0K | 0.00% | −18,381−83.1% | Reduced |
| AdvisorShares Investments LLC | 3,800 | $414.5K | 0.12% | +3,800 | New |
| We Are One Seven, LLC | 3,826 | $417.3K | 0.04% | −3−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 3,882 | $423.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 3,925 | $428.1K | 0.02% | −4,386−52.8% | Reduced |
| JustInvest LLC | 3,970 | $433.0K | 0.02% | +627+18.8% | Added |
| Capital Impact Advisors, LLC | 4,071 | $444.1K | 0.43% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,096 | $447.0K | 0.01% | −6,365−60.8% | Reduced |
| Gallacher Capital Management LLC | 4,103 | $447.5K | 0.27% | +4,103 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,075 | $456.5K | 0.00% | +4,075 | New |
| CI Private Wealth, LLC | 4,198 | $457.9K | 0.00% | +4,198 | New |
| Hamilton Capital Partners Inc. | 4,207 | $458.9K | 0.19% | +4,207 | New |
| Shell Asset Management Co | 4,238 | $462.0K | 0.02% | −900−17.5% | Reduced |
| Commonwealth Equity Services, LLC | 4,240 | $462.0K | 0.00% | +589+16.1% | Added |
| AXA S.A. | 4,300 | $469.0K | 0.00% | −7,200−62.6% | Reduced |
| Ergoteles LLC | 4,320 | $471.2K | 0.02% | −36,770−89.5% | Reduced |
| Spears Abacus Advisors LLC | 4,334 | $472.8K | 0.05% | +4,334 | New |
| Lazard Asset Management LLC | 4,407 | $480.0K | 0.00% | +3,378+328.3% | Added |
| Wambolt & Associates, LLC | 4,413 | $481.4K | 0.18% | +326+8.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,445 | $484.9K | 0.00% | −222−4.8% | Reduced |
| Sit Investment Associates Inc | 4,450 | $485.0K | 0.01% | −1,225−21.6% | Reduced |
| Buckhead Capital Management LLC | 4,537 | $494.9K | 0.12% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 4,595 | $501.0K | 0.04% | +4,595 | New |
| Cornerstone Investment Partners, LLC | 4,661 | $508.4K | 0.03% | 00.0% | Unchanged |
| Pictet Asset Management SA | 4,705 | $513.0K | 0.00% | +2,214+88.9% | Added |
| MML Investors Services, LLC | 4,734 | $516.0K | 0.00% | −890−15.8% | Reduced |
| Xponance, Inc. | 4,749 | $518.0K | 0.01% | +489+11.5% | Added |
| Engineers Gate Manager LP | 4,751 | $518.2K | 0.03% | −4,017−45.8% | Reduced |
| Angeles Wealth Management, LLC | 4,793 | $522.8K | 0.09% | +3+0.1% | Added |
| Pathstone Family Office, LLC | 5,096 | $530.5K | 0.01% | −86−1.7% | Reduced |
| Federated Hermes, Inc. | 4,980 | $543.2K | 0.00% | −62,706−92.6% | Reduced |
| First Hawaiian Bank | 5,178 | $565.0K | 0.02% | +5,178 | New |
| Sherbrooke Park Advisers LLC | 5,200 | $567.2K | 0.42% | +5,200 | New |
| HGK Asset Management Inc | 5,211 | $568.0K | 0.19% | −41−0.8% | Reduced |
| Nations Financial Group Inc, | 5,221 | $569.5K | 0.06% | −9,425−64.4% | Reduced |
| Handelsbanken Fonder AB | 5,237 | $571.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,321 | $580.4K | 0.00% | +72+1.4% | Added |
| PDT Partners, LLC | 5,344 | $582.9K | 0.09% | −5,292−49.8% | Reduced |
| Captrust Financial Advisors | 5,414 | $590.6K | 0.00% | +41+0.8% | Added |
| Deltec Asset Management LLC | 5,760 | $628.3K | 0.18% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 5,780 | $630.0K | 0.01% | −800−12.2% | Reduced |
| Swedbank AB | 5,800 | $632.7K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,802 | $632.9K | 0.01% | +2,664+84.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,819 | $634.7K | 0.00% | −454−7.2% | Reduced |
| DGS Capital Management, LLC | 5,851 | $638.2K | 0.42% | +1,611+38.0% | Added |
| New Mexico Educational Retirement Board | 6,400 | $698.0K | 0.04% | 00.0% | Unchanged |
| BancorpSouth Bank | 6,414 | $699.6K | 0.06% | −41−0.6% | Reduced |
| SG Americas Securities, LLC | 6,505 | $710.0K | 0.01% | −3,332−33.9% | Reduced |
| Van Eck Associates Corp | 6,534 | $713.0K | 0.00% | +4,390+204.8% | Added |