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 |
|---|---|---|---|---|---|
| Winton Group Ltd | 6,584 | $718.2K | 0.05% | −5,665−46.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,651 | $725.5K | 0.28% | −35−0.5% | Reduced |
| Two Sigma Investments, LP | 6,700 | $730.8K | 0.00% | +6,700 | New |
| Pacer Advisors, Inc. | 6,823 | $744.3K | 0.00% | +6,823 | New |
| TownSquare Capital, LLC | 6,912 | $754.1K | 0.02% | +6,912 | New |
| Fifth Third Bancorp | 6,991 | $762.6K | 0.00% | −643−8.4% | Reduced |
| Capula Management Ltd | 7,084 | $772.7K | 0.08% | +7,084 | New |
| Globeflex Capital L P | 7,381 | $805.1K | 0.10% | 00.0% | Unchanged |
| James Investment Research Inc | 7,594 | $828.0K | 0.12% | 00.0% | Unchanged |
| Riverwater Partners LLC | 7,948 | $867.0K | 0.74% | +7,948 | New |
| Kendall Capital Management | 7,945 | $867.0K | 0.44% | −450−5.4% | Reduced |
| EFG Asset Management (North America) Corp. | 8,374 | $926.7K | 0.21% | −282−3.3% | Reduced |
| Deutsche Bank AG | 8,502 | $927.4K | 0.00% | +1,761+26.1% | Added |
| Donoghue Forlines LLC | 8,571 | $934.9K | 0.33% | +3,581+71.8% | Added |
| Prudential PLC | 8,628 | $941.1K | 0.01% | −362−4.0% | Reduced |
| Los Angeles Capital Management LLC | 8,836 | $963.8K | 0.00% | +1,779+25.2% | Added |
| Bank of Montreal | 8,776 | $972.1K | 0.00% | −4,758−35.2% | Reduced |
| Washington Trust Advisors, Inc. | 8,970 | $978.4K | 0.11% | 00.0% | Unchanged |
| State of Michigan Retirement System | 9,105 | $993.2K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 9,155 | $998.6K | 0.06% | +7,520+459.9% | Added |
| Janney Montgomery Scott LLC | 9,250 | $1.01M | 0.00% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 9,407 | $1.03M | 0.10% | +297+3.3% | Added |
| Thrivent Financial for Lutherans | 9,517 | $1.04M | 0.00% | −14−0.1% | Reduced |
| Louisiana State Employees Retirement System | 9,600 | $1.05M | 0.03% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 9,726 | $1.06M | 0.18% | −131−1.3% | Reduced |
| Bridge City Capital, LLC | 9,765 | $1.06M | 0.55% | −68−0.7% | Reduced |
| San Luis Wealth Advisors LLC | 9,920 | $1.08M | 1.01% | +1,300+15.1% | Added |
| Northwestern Mutual Wealth Management Co | 9,946 | $1.08M | 0.00% | −1,799−15.3% | Reduced |
| Wright Investors Service Inc | 10,275 | $1.12M | 0.32% | −109−1.0% | Reduced |
| Cookson Peirce & Co Inc | 10,318 | $1.13M | 0.07% | +10,318 | New |
| Arizona State Retirement System | 10,494 | $1.14M | 0.01% | −538−4.9% | Reduced |
| Oregon Public Employees Retirement Fund | 10,514 | $1.15M | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 10,525 | $1.15M | 0.22% | +10,525 | New |
| Ameritas Investment Partners, Inc. | 9,261 | $1.17M | 0.05% | 00.0% | Unchanged |
| Virtus Family Office LLC | 11,447 | $1.25M | 2.79% | +1,936+20.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,568 | $1.26M | 0.08% | +1,707+17.3% | Added |
| Truist Financial Corp | 11,629 | $1.27M | 0.00% | −1,329−10.3% | Reduced |
| Rocky Mountain Advisers, LLC | 11,900 | $1.30M | 0.72% | +375+3.3% | Added |
| Schonfeld Strategic Advisors LLC | 12,600 | $1.37M | 0.01% | −88,072−87.5% | Reduced |
| Janus Henderson Group PLC | 13,166 | $1.44M | 0.00% | −1,162−8.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 13,417 | $1.46M | 0.02% | +4,843+56.5% | Added |
| Jane Street Group, LLC | 13,497 | $1.47M | 0.00% | +5,971+79.3% | Added |
| Toroso Investments, LLC | 13,514 | $1.47M | 0.06% | −1,774−11.6% | Reduced |
| Centric Wealth Management | 13,749 | $1.50M | 0.76% | −172−1.2% | Reduced |
| Cerity Partners LLC | 13,910 | $1.52M | 0.01% | +13,910 | New |
| AE Wealth Management LLC | 14,192 | $1.55M | 0.01% | −251−1.7% | Reduced |
| Mirabella Financial Services LLP | 14,233 | $1.55M | 0.14% | +14,233 | New |
| Asset Management One Co.,Ltd. | 14,106 | $1.56M | 0.01% | +7,305+107.4% | Added |
| Citigroup Inc | 14,832 | $1.62M | 0.00% | −7,672−34.1% | Reduced |
| Squarepoint Ops LLC | 14,971 | $1.63M | 0.01% | −35,939−70.6% | Reduced |
| Harbor Advisors LLC | 15,000 | $1.64M | 0.41% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 15,239 | $1.66M | 0.26% | −107−0.7% | Reduced |
| Price T Rowe Associates Inc | 15,488 | $1.69M | 0.00% | +33+0.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,074 | $1.75M | 0.01% | +1,796+12.6% | Added |
| Dana Investment Advisors, Inc. | 16,114 | $1.76M | 0.09% | +1,657+11.5% | Added |
| Prudential Financial Inc | 16,375 | $1.79M | 0.00% | −1,156−6.6% | Reduced |
| US Bancorp | 16,495 | $1.80M | 0.00% | +4,213+34.3% | Added |
| Stifel Financial Corp | 16,599 | $1.81M | 0.00% | −13,926−45.6% | Reduced |
| Susquehanna International Group, LLP | 16,947 | $1.85M | 0.00% | −16,540−49.4% | Reduced |
| Advisors Capital Management, LLC | 17,466 | $1.91M | 0.05% | +224+1.3% | Added |
| Valley National Advisers Inc | 15,845 | $2.00M | 0.36% | −538−3.3% | Reduced |
| Teacher Retirement System of Texas | 18,378 | $2.00M | 0.01% | −2,156−10.5% | Reduced |
| Alps Advisors Inc | 18,888 | $2.06M | 0.02% | +1,970+11.6% | Added |
| Yousif Capital Management, LLC | 19,156 | $2.09M | 0.03% | −935−4.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 19,422 | $2.12M | 0.01% | −2,461−11.2% | Reduced |
| Advisor Group Holdings, Inc. | 19,803 | $2.16M | 0.00% | −454−2.2% | Reduced |
| Vident Investment Advisory, LLC | 20,283 | $2.21M | 0.08% | −538−2.6% | Reduced |
| State of New Jersey Common Pension Fund D | 20,628 | $2.25M | 0.01% | −3,828−15.7% | Reduced |
| Brinker Capital Investments, LLC | 20,785 | $2.27M | 0.05% | −175−0.8% | Reduced |
| MetLife Investment Management | 22,512 | $2.46M | 0.02% | −625−2.7% | Reduced |
| Alaska Permanent Fund Corp | 22,900 | $2.50M | 0.04% | 00.0% | Unchanged |
| Interval Partners, LP | 23,413 | $2.55M | 0.20% | −35,830−60.5% | Reduced |
| Texas Permanent School Fund | 24,022 | $2.62M | 0.04% | −1,882−7.3% | Reduced |
| Verdence Capital Advisors LLC | 24,128 | $2.63M | 0.32% | −2,692−10.0% | Reduced |
| Sarasin & Partners LLP | 25,000 | $2.73M | 0.04% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 26,000 | $2.84M | 0.46% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 26,155 | $2.85M | 0.22% | +145+0.6% | Added |
| Morse Asset Management, Inc | 26,499 | $2.89M | 1.05% | +106+0.4% | Added |
| State of Tennessee, Treasury Department | 26,624 | $2.90M | 0.01% | +2,481+10.3% | Added |
| Gotham Asset Management, LLC | 26,902 | $2.93M | 0.08% | −3,514−11.6% | Reduced |
| Treasurer of the State of North Carolina | 27,322 | $2.98M | 0.02% | +10,320+60.7% | Added |
| Barclays PLC | 28,721 | $3.13M | 0.00% | +15,480+116.9% | Added |
| Manufacturers Life Insurance Company, The | 29,002 | $3.16M | 0.00% | −371−1.3% | Reduced |
| Aviva PLC | 29,220 | $3.19M | 0.02% | +29,220 | New |
| Mutual of America Capital Management LLC | 29,413 | $3.21M | 0.04% | +422+1.5% | Added |
| Nisa Investment Advisors, LLC | 29,810 | $3.25M | 0.03% | −2,158−6.8% | Reduced |
| Great West Life Assurance Co | 31,273 | $3.42M | 0.01% | +4,293+15.9% | Added |
| Public Employees Retirement System of Ohio | 31,607 | $3.45M | 0.01% | −2,548−7.5% | Reduced |
| Amalgamated Bank | 31,845 | $3.47M | 0.03% | +5,887+22.7% | Added |
| State of Alaska, Department of Revenue | 36,305 | $3.96M | 0.05% | +25,671+241.4% | Added |
| GW&K Investment Management, LLC | 37,474 | $4.09M | 0.04% | +50.0% | Added |
| SEI Investments Co | 37,555 | $4.10M | 0.01% | −1,442−3.7% | Reduced |
| Advisors Asset Management, Inc. | 38,043 | $4.15M | 0.09% | −954−2.4% | Reduced |
| Raymond James & Associates | 39,056 | $4.26M | 0.00% | +2,354+6.4% | Added |
| Guggenheim Capital LLC | 39,728 | $4.33M | 0.04% | −1,490−3.6% | Reduced |
| Two Sigma Advisers, LP | 41,400 | $4.52M | 0.01% | −5,700−12.1% | Reduced |
| Voya Investment Management LLC | 41,612 | $4.54M | 0.01% | +19,841+91.1% | Added |
| First Republic Investment Management, Inc. | 42,565 | $4.64M | 0.01% | −4,563−9.7% | Reduced |
| Seizert Capital Partners, LLC | 43,707 | $4.77M | 0.25% | −3,869−8.1% | Reduced |
| Credit Suisse AG | 44,116 | $4.81M | 0.01% | +7,212+19.5% | Added |