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 |
|---|---|---|---|---|---|
| South Dakota Investment Council | 47,157 | $5.14M | 0.11% | 00.0% | Unchanged |
| California State Teachers Retirement System | 47,343 | $5.16M | 0.01% | −2,385−4.8% | Reduced |
| State Board of Administration of Florida Retirement System | 48,556 | $5.30M | 0.01% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 48,705 | $5.31M | 1.08% | +31,055+175.9% | Added |
| Brookfield Asset Management Inc. | 49,657 | $5.42M | 0.02% | −36,103−42.1% | Reduced |
| Canada Pension Plan Investment Board | 50,841 | $5.55M | 0.01% | +4,900+10.7% | Added |
| Mackenzie Financial Corp | 51,798 | $5.65M | 0.01% | +47,112+1,005.4% | Added |
| New York State Teachers Retirement System | 52,164 | $5.69M | 0.01% | +100+0.2% | Added |
| Ceredex Value Advisors LLC | 52,700 | $5.75M | 0.09% | −1,117−2.1% | Reduced |
| UBS Group AG | 52,732 | $5.75M | 0.00% | −8,164−13.4% | Reduced |
| Executive Wealth Management, LLC | 53,489 | $5.83M | 0.72% | +49,421+1,214.9% | Added |
| Martingale Asset Management L P | 54,070 | $5.90M | 0.11% | −3,143−5.5% | Reduced |
| American International Group, Inc. | 55,656 | $6.07M | 0.04% | −1,178−2.1% | Reduced |
| Royal Bank of Canada | 56,535 | $6.17M | 0.00% | −13,354−19.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 62,076 | $6.77M | 1.07% | +5,509+9.7% | Added |
| Envestnet Asset Management Inc | 64,140 | $7.00M | 0.00% | −29,520−31.5% | Reduced |
| Nordea Investment Management AB | 68,589 | $7.45M | 0.01% | −846−1.2% | Reduced |
| Comerica Bank | 61,753 | $7.81M | 0.06% | +2,868+4.9% | Added |
| Brandywine Global Investment Management, LLC | 74,170 | $8.09M | 0.06% | +11,287+17.9% | Added |
| Legal & General Group Plc | 78,131 | $8.52M | 0.00% | −230.0% | Reduced |
| Pier Capital, LLC | 79,419 | $8.66M | 1.42% | +5,458+7.4% | Added |
| LMR Partners LLP | 81,488 | $8.89M | 0.21% | +81,488 | New |
| Ziegler Capital Management, LLC | 82,794 | $9.08M | 0.38% | −1,635−1.9% | Reduced |
| Victory Capital Management Inc | 87,515 | $9.55M | 0.01% | +34,527+65.2% | Added |
| Swiss National Bank | 89,800 | $9.80M | 0.01% | −6,500−6.7% | Reduced |
| Peregrine Capital Management LLC | 91,604 | $9.99M | 0.31% | −2,785−3.0% | Reduced |
| Ensign Peak Advisors, Inc | 92,413 | $10.1M | 0.02% | −40,926−30.7% | Reduced |
| California Public Employees Retirement System | 95,078 | $10.4M | 0.01% | +2,262+2.4% | Added |
| CCM Investment Advisers LLC | 98,231 | $10.7M | 1.70% | −3,564−3.5% | Reduced |
| Fort Washington Investment Advisors Inc | 99,680 | $10.9M | 0.08% | −15,120−13.2% | Reduced |
| Schroder Investment Management Group | 99,951 | $10.9M | 0.02% | −76−0.1% | Reduced |
| Epoch Investment Partners, Inc. | 102,193 | $11.1M | 0.07% | −4,767−4.5% | Reduced |
| Citadel Advisors LLC | 103,879 | $11.3M | 0.01% | −239,427−69.7% | Reduced |
| Royce & Associates LP | 104,674 | $11.4M | 0.12% | +8,838+9.2% | Added |
| New York State Common Retirement Fund | 105,456 | $11.5M | 0.02% | +63,293+150.1% | Added |
| Glenmede Trust Co NA | 109,007 | $11.9M | 0.07% | −9,216−7.8% | Reduced |
| Rhumbline Advisers | 109,534 | $11.9M | 0.02% | +3,834+3.6% | Added |
| Alliancebernstein L.P. | 110,139 | $12.0M | 0.01% | −55,290−33.4% | Reduced |
| Rockefeller Capital Management L.P. | 112,320 | $12.3M | 0.06% | −4,193−3.6% | Reduced |
| Man Group plc | 115,865 | $12.6M | 0.05% | +5,798+5.3% | Added |
| Panagora Asset Management Inc | 116,760 | $12.7M | 0.08% | −107,438−47.9% | Reduced |
| Retirement Systems of Alabama | 124,375 | $13.6M | 0.06% | −520.0% | Reduced |
| Ameriprise Financial Inc | 137,014 | $14.9M | 0.01% | −2,018−1.5% | Reduced |
| Principal Financial Group Inc | 140,250 | $15.3M | 0.01% | −288−0.2% | Reduced |
| Macquarie Group Ltd | 141,675 | $15.5M | 0.02% | −9,773−6.5% | Reduced |
| Wells Fargo & Company | 149,642 | $16.3M | 0.01% | −240.0% | Reduced |
| River Road Asset Management, LLC | 150,645 | $16.4M | 0.23% | +150,645 | New |
| Basswood Capital Management, L.L.C. | 154,048 | $16.8M | 1.24% | +51,159+49.7% | Added |
| Ariel Investments, LLC | 154,111 | $16.8M | 0.17% | −29,955−16.3% | Reduced |
| Lord, Abbett & Co. LLC | 160,560 | $17.5M | 0.06% | +34,590+27.5% | Added |
| Wedge Capital Management L L P | 164,528 | $17.9M | 0.29% | −18,023−9.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 167,557 | $18.3M | 0.03% | −2,122−1.3% | Reduced |
| Nitorum Capital, L.P. | 173,544 | $18.9M | 1.78% | −139,967−44.6% | Reduced |
| State of Wisconsin Investment Board | 173,835 | $19.0M | 0.06% | −2,888−1.6% | Reduced |
| Bernzott Capital Advisors | 175,847 | $19.2M | 2.48% | −5,604−3.1% | Reduced |
| Invesco Ltd. | 177,263 | $19.3M | 0.01% | +42,025+31.1% | Added |
| Russell Investments Group, Ltd. | 182,617 | $19.9M | 0.04% | +11,972+7.0% | Added |
| UBS Asset Management Americas Inc | 189,648 | $20.7M | 0.01% | +196+0.1% | Added |
| Renaissance Technologies LLC | 197,500 | $21.5M | 0.03% | −188,500−48.8% | Reduced |
| Wellington Management Group LLP | 204,815 | $22.3M | 0.00% | −102,908−33.4% | Reduced |
| Balyasny Asset Management LLC | 208,209 | $22.7M | 0.08% | +208,209 | New |
| American Century Companies Inc | 220,598 | $24.1M | 0.02% | +45,846+26.2% | Added |
| Kettle Hill Capital Management, LLC | 240,241 | $26.2M | 5.16% | +170,162+242.8% | Added |
| Frontier Capital Management Co LLC | 254,493 | $27.8M | 0.30% | −5,271−2.0% | Reduced |
| AQR Capital Management LLC | 264,317 | $28.7M | 0.07% | −99,479−27.3% | Reduced |
| Boston Trust Walden Corp | 263,805 | $28.8M | 0.25% | −2,505−0.9% | Reduced |
| Sparta 24 Ltd. | 275,400 | $30.0M | 25.88% | +275,400 | New |
| Channing Capital Management, LLC | 282,650 | $30.8M | 0.98% | +282,650 | New |
| Northern Trust Corp | 293,178 | $32.0M | 0.01% | −19,546−6.3% | Reduced |
| Paralel Advisors LLC | 300,000 | $32.7M | 1.93% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 303,328 | $33.1M | 0.30% | +62,345+25.9% | Added |
| Bank of America Corp | 313,005 | $34.1M | 0.00% | +31,222+11.1% | Added |
| Nuveen Asset Management, LLC | 318,724 | $34.8M | 0.01% | +38,804+13.9% | Added |
| Franklin Resources Inc | 344,115 | $37.5M | 0.02% | −2,861−0.8% | Reduced |
| Norges Bank | 354,875 | $38.7M | 0.01% | −35,547−9.1% | Reduced |
| Fisher Asset Management, LLC | 371,735 | $40.5M | 0.03% | +313,463+537.9% | Added |
| First Trust Advisors LP | 393,790 | $43.0M | 0.05% | +12,063+3.2% | Added |
| Boston Partners | 379,403 | $43.0M | 0.06% | −4,725−1.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 496,209 | $54.1M | 0.37% | −41,380−7.7% | Reduced |
| Bahl & Gaynor Inc | 497,091 | $54.2M | 0.34% | +41,627+9.1% | Added |
| Bank of New York Mellon Corp | 513,398 | $56.0M | 0.01% | +5,354+1.1% | Added |
| Goldman Sachs Group Inc | 541,558 | $59.1M | 0.02% | −204,423−27.4% | Reduced |
| Primecap Management Co | 578,880 | $63.1M | 0.06% | +41,680+7.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 623,194 | $68.0M | 0.43% | +253,709+68.7% | Added |
| Geode Capital Management, LLC | 639,939 | $69.8M | 0.01% | −39,370−5.8% | Reduced |
| Morgan Stanley | 715,646 | $78.1M | 0.01% | +80,332+12.6% | Added |
| Charles Schwab Investment Management Inc | 793,758 | $86.6M | 0.03% | +13,793+1.8% | Added |
| Dimensional Fund Advisors LP | 869,478 | $94.8M | 0.03% | +3,628+0.4% | Added |
| Massachusetts Financial Services Co | 870,944 | $95.0M | 0.03% | +769,634+759.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 919,960 | $100.3M | 0.39% | −7,950−0.9% | Reduced |
| Millennium Management LLC | 960,939 | $104.8M | 0.12% | +312,452+48.2% | Added |
| State Street Corp | 1,040,211 | $113.5M | 0.01% | +8,176+0.8% | Added |
| JPMorgan Chase & Co | 1,603,886 | $175.0M | 0.02% | −89,557−5.3% | Reduced |
| BlackRock Inc. | 3,453,530 | $376.7M | 0.01% | +142,370+4.3% | Added |
| Vanguard Group Inc | 3,764,858 | $410.7M | 0.01% | +20,941+0.6% | Added |
| Bessemer Group Inc | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −223,472−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −208,332−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −170,725−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −59,964−100.0% | Sold out |