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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 39,728 | $4.33M | 0.04% | −1,490−3.6% | Reduced |
| Raymond James & Associates | 39,056 | $4.26M | 0.00% | +2,354+6.4% | Added |
| Advisors Asset Management, Inc. | 38,043 | $4.15M | 0.09% | −954−2.4% | Reduced |
| SEI Investments Co | 37,555 | $4.10M | 0.01% | −1,442−3.7% | Reduced |
| GW&K Investment Management, LLC | 37,474 | $4.09M | 0.04% | +50.0% | Added |
| State of Alaska, Department of Revenue | 36,305 | $3.96M | 0.05% | +25,671+241.4% | Added |
| Amalgamated Bank | 31,845 | $3.47M | 0.03% | +5,887+22.7% | Added |
| Public Employees Retirement System of Ohio | 31,607 | $3.45M | 0.01% | −2,548−7.5% | Reduced |
| Great West Life Assurance Co | 31,273 | $3.42M | 0.01% | +4,293+15.9% | Added |
| Nisa Investment Advisors, LLC | 29,810 | $3.25M | 0.03% | −2,158−6.8% | Reduced |
| Mutual of America Capital Management LLC | 29,413 | $3.21M | 0.04% | +422+1.5% | Added |
| Aviva PLC | 29,220 | $3.19M | 0.02% | +29,220 | New |
| Manufacturers Life Insurance Company, The | 29,002 | $3.16M | 0.00% | −371−1.3% | Reduced |
| Barclays PLC | 28,721 | $3.13M | 0.00% | +15,480+116.9% | Added |
| Treasurer of the State of North Carolina | 27,322 | $2.98M | 0.02% | +10,320+60.7% | Added |
| Gotham Asset Management, LLC | 26,902 | $2.93M | 0.08% | −3,514−11.6% | Reduced |
| State of Tennessee, Treasury Department | 26,624 | $2.90M | 0.01% | +2,481+10.3% | Added |
| Morse Asset Management, Inc | 26,499 | $2.89M | 1.05% | +106+0.4% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 26,155 | $2.85M | 0.22% | +145+0.6% | Added |
| Hussman Strategic Advisors, Inc. | 26,000 | $2.84M | 0.46% | 00.0% | Unchanged |
| Sarasin & Partners LLP | 25,000 | $2.73M | 0.04% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 24,128 | $2.63M | 0.32% | −2,692−10.0% | Reduced |
| Texas Permanent School Fund | 24,022 | $2.62M | 0.04% | −1,882−7.3% | Reduced |
| Interval Partners, LP | 23,413 | $2.55M | 0.20% | −35,830−60.5% | Reduced |
| Alaska Permanent Fund Corp | 22,900 | $2.50M | 0.04% | 00.0% | Unchanged |
| MetLife Investment Management | 22,512 | $2.46M | 0.02% | −625−2.7% | Reduced |
| Brinker Capital Investments, LLC | 20,785 | $2.27M | 0.05% | −175−0.8% | Reduced |
| State of New Jersey Common Pension Fund D | 20,628 | $2.25M | 0.01% | −3,828−15.7% | Reduced |
| Vident Investment Advisory, LLC | 20,283 | $2.21M | 0.08% | −538−2.6% | Reduced |
| Advisor Group Holdings, Inc. | 19,803 | $2.16M | 0.00% | −454−2.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 19,422 | $2.12M | 0.01% | −2,461−11.2% | Reduced |
| Yousif Capital Management, LLC | 19,156 | $2.09M | 0.03% | −935−4.7% | Reduced |
| Alps Advisors Inc | 18,888 | $2.06M | 0.02% | +1,970+11.6% | Added |
| Teacher Retirement System of Texas | 18,378 | $2.00M | 0.01% | −2,156−10.5% | Reduced |
| Valley National Advisers Inc | 15,845 | $2.00M | 0.36% | −538−3.3% | Reduced |
| Advisors Capital Management, LLC | 17,466 | $1.91M | 0.05% | +224+1.3% | Added |
| Susquehanna International Group, LLP | 16,947 | $1.85M | 0.00% | −16,540−49.4% | Reduced |
| Stifel Financial Corp | 16,599 | $1.81M | 0.00% | −13,926−45.6% | Reduced |
| US Bancorp | 16,495 | $1.80M | 0.00% | +4,213+34.3% | Added |
| Prudential Financial Inc | 16,375 | $1.79M | 0.00% | −1,156−6.6% | Reduced |
| Dana Investment Advisors, Inc. | 16,114 | $1.76M | 0.09% | +1,657+11.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,074 | $1.75M | 0.01% | +1,796+12.6% | Added |
| Price T Rowe Associates Inc | 15,488 | $1.69M | 0.00% | +33+0.2% | Added |
| Essex Investment Management Co LLC | 15,239 | $1.66M | 0.26% | −107−0.7% | Reduced |
| Harbor Advisors LLC | 15,000 | $1.64M | 0.41% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 14,971 | $1.63M | 0.01% | −35,939−70.6% | Reduced |
| Citigroup Inc | 14,832 | $1.62M | 0.00% | −7,672−34.1% | Reduced |
| Asset Management One Co.,Ltd. | 14,106 | $1.56M | 0.01% | +7,305+107.4% | Added |
| Mirabella Financial Services LLP | 14,233 | $1.55M | 0.14% | +14,233 | New |
| AE Wealth Management LLC | 14,192 | $1.55M | 0.01% | −251−1.7% | Reduced |
| Cerity Partners LLC | 13,910 | $1.52M | 0.01% | +13,910 | New |
| Centric Wealth Management | 13,749 | $1.50M | 0.76% | −172−1.2% | Reduced |
| Toroso Investments, LLC | 13,514 | $1.47M | 0.06% | −1,774−11.6% | Reduced |
| Jane Street Group, LLC | 13,497 | $1.47M | 0.00% | +5,971+79.3% | Added |
| O'Shaughnessy Asset Management, LLC | 13,417 | $1.46M | 0.02% | +4,843+56.5% | Added |
| Janus Henderson Group PLC | 13,166 | $1.44M | 0.00% | −1,162−8.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,600 | $1.37M | 0.01% | −88,072−87.5% | Reduced |
| Rocky Mountain Advisers, LLC | 11,900 | $1.30M | 0.72% | +375+3.3% | Added |
| Truist Financial Corp | 11,629 | $1.27M | 0.00% | −1,329−10.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,568 | $1.26M | 0.08% | +1,707+17.3% | Added |
| Virtus Family Office LLC | 11,447 | $1.25M | 2.79% | +1,936+20.4% | Added |
| Ameritas Investment Partners, Inc. | 9,261 | $1.17M | 0.05% | 00.0% | Unchanged |
| Legato Capital Management LLC | 10,525 | $1.15M | 0.22% | +10,525 | New |
| Oregon Public Employees Retirement Fund | 10,514 | $1.15M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,494 | $1.14M | 0.01% | −538−4.9% | Reduced |
| Cookson Peirce & Co Inc | 10,318 | $1.13M | 0.07% | +10,318 | New |
| Wright Investors Service Inc | 10,275 | $1.12M | 0.32% | −109−1.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,946 | $1.08M | 0.00% | −1,799−15.3% | Reduced |
| San Luis Wealth Advisors LLC | 9,920 | $1.08M | 1.01% | +1,300+15.1% | Added |
| Bridge City Capital, LLC | 9,765 | $1.06M | 0.55% | −68−0.7% | Reduced |
| Pearl River Capital, LLC | 9,726 | $1.06M | 0.18% | −131−1.3% | Reduced |
| Louisiana State Employees Retirement System | 9,600 | $1.05M | 0.03% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 9,517 | $1.04M | 0.00% | −14−0.1% | Reduced |
| Campbell Newman Asset Management Inc | 9,407 | $1.03M | 0.10% | +297+3.3% | Added |
| Janney Montgomery Scott LLC | 9,250 | $1.01M | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 9,155 | $998.6K | 0.06% | +7,520+459.9% | Added |
| State of Michigan Retirement System | 9,105 | $993.2K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 8,970 | $978.4K | 0.11% | 00.0% | Unchanged |
| Bank of Montreal | 8,776 | $972.1K | 0.00% | −4,758−35.2% | Reduced |
| Los Angeles Capital Management LLC | 8,836 | $963.8K | 0.00% | +1,779+25.2% | Added |
| Prudential PLC | 8,628 | $941.1K | 0.01% | −362−4.0% | Reduced |
| Donoghue Forlines LLC | 8,571 | $934.9K | 0.33% | +3,581+71.8% | Added |
| Deutsche Bank AG | 8,502 | $927.4K | 0.00% | +1,761+26.1% | Added |
| EFG Asset Management (North America) Corp. | 8,374 | $926.7K | 0.21% | −282−3.3% | Reduced |
| Kendall Capital Management | 7,945 | $867.0K | 0.44% | −450−5.4% | Reduced |
| Riverwater Partners LLC | 7,948 | $867.0K | 0.74% | +7,948 | New |
| James Investment Research Inc | 7,594 | $828.0K | 0.12% | 00.0% | Unchanged |
| Globeflex Capital L P | 7,381 | $805.1K | 0.10% | 00.0% | Unchanged |
| Capula Management Ltd | 7,084 | $772.7K | 0.08% | +7,084 | New |
| Fifth Third Bancorp | 6,991 | $762.6K | 0.00% | −643−8.4% | Reduced |
| TownSquare Capital, LLC | 6,912 | $754.1K | 0.02% | +6,912 | New |
| Pacer Advisors, Inc. | 6,823 | $744.3K | 0.00% | +6,823 | New |
| Two Sigma Investments, LP | 6,700 | $730.8K | 0.00% | +6,700 | New |
| Legacy Wealth Asset Management, LLC | 6,651 | $725.5K | 0.28% | −35−0.5% | Reduced |
| Winton Group Ltd | 6,584 | $718.2K | 0.05% | −5,665−46.2% | Reduced |
| Van Eck Associates Corp | 6,534 | $713.0K | 0.00% | +4,390+204.8% | Added |
| SG Americas Securities, LLC | 6,505 | $710.0K | 0.01% | −3,332−33.9% | Reduced |
| BancorpSouth Bank | 6,414 | $699.6K | 0.06% | −41−0.6% | Reduced |
| New Mexico Educational Retirement Board | 6,400 | $698.0K | 0.04% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 5,851 | $638.2K | 0.42% | +1,611+38.0% | Added |