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 |
|---|---|---|---|---|---|
| Holocene Advisors, LP | 0 | $0 | 0.00% | −58,798−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −34,080−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −31,957−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −19,050−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −15,750−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −14,882−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −11,413−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −8,183−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −6,640−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −5,870−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −5,134−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −5,124−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −3,951−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,473−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,323−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,261−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,193−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −2,757−100.0% | Sold out |
| Spartan Fund Management Inc. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −2,478−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −2,447−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,341−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −1,052−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −364−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |