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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,819 | $634.7K | 0.00% | −454−7.2% | Reduced |
| MAI Capital Management | 5,802 | $632.9K | 0.01% | +2,664+84.9% | Added |
| Swedbank AB | 5,800 | $632.7K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 5,780 | $630.0K | 0.01% | −800−12.2% | Reduced |
| Deltec Asset Management LLC | 5,760 | $628.3K | 0.18% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,414 | $590.6K | 0.00% | +41+0.8% | Added |
| PDT Partners, LLC | 5,344 | $582.9K | 0.09% | −5,292−49.8% | Reduced |
| FMR LLC | 5,321 | $580.4K | 0.00% | +72+1.4% | Added |
| Handelsbanken Fonder AB | 5,237 | $571.0K | 0.00% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,221 | $569.5K | 0.06% | −9,425−64.4% | Reduced |
| HGK Asset Management Inc | 5,211 | $568.0K | 0.19% | −41−0.8% | Reduced |
| Sherbrooke Park Advisers LLC | 5,200 | $567.2K | 0.42% | +5,200 | New |
| First Hawaiian Bank | 5,178 | $565.0K | 0.02% | +5,178 | New |
| Federated Hermes, Inc. | 4,980 | $543.2K | 0.00% | −62,706−92.6% | Reduced |
| Pathstone Family Office, LLC | 5,096 | $530.5K | 0.01% | −86−1.7% | Reduced |
| Angeles Wealth Management, LLC | 4,793 | $522.8K | 0.09% | +3+0.1% | Added |
| Engineers Gate Manager LP | 4,751 | $518.2K | 0.03% | −4,017−45.8% | Reduced |
| Xponance, Inc. | 4,749 | $518.0K | 0.01% | +489+11.5% | Added |
| MML Investors Services, LLC | 4,734 | $516.0K | 0.00% | −890−15.8% | Reduced |
| Pictet Asset Management SA | 4,705 | $513.0K | 0.00% | +2,214+88.9% | Added |
| Cornerstone Investment Partners, LLC | 4,661 | $508.4K | 0.03% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 4,595 | $501.0K | 0.04% | +4,595 | New |
| Buckhead Capital Management LLC | 4,537 | $494.9K | 0.12% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 4,450 | $485.0K | 0.01% | −1,225−21.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,445 | $484.9K | 0.00% | −222−4.8% | Reduced |
| Wambolt & Associates, LLC | 4,413 | $481.4K | 0.18% | +326+8.0% | Added |
| Lazard Asset Management LLC | 4,407 | $480.0K | 0.00% | +3,378+328.3% | Added |
| Spears Abacus Advisors LLC | 4,334 | $472.8K | 0.05% | +4,334 | New |
| Ergoteles LLC | 4,320 | $471.2K | 0.02% | −36,770−89.5% | Reduced |
| AXA S.A. | 4,300 | $469.0K | 0.00% | −7,200−62.6% | Reduced |
| 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 |
| Hamilton Capital Partners Inc. | 4,207 | $458.9K | 0.19% | +4,207 | New |
| CI Private Wealth, LLC | 4,198 | $457.9K | 0.00% | +4,198 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,075 | $456.5K | 0.00% | +4,075 | New |
| Gallacher Capital Management LLC | 4,103 | $447.5K | 0.27% | +4,103 | New |
| Crossmark Global Holdings, Inc. | 4,096 | $447.0K | 0.01% | −6,365−60.8% | Reduced |
| Capital Impact Advisors, LLC | 4,071 | $444.1K | 0.43% | 00.0% | Unchanged |
| JustInvest LLC | 3,970 | $433.0K | 0.02% | +627+18.8% | Added |
| DuPont Capital Management Corp | 3,925 | $428.1K | 0.02% | −4,386−52.8% | Reduced |
| Public Employees Retirement Association of Colorado | 3,882 | $423.0K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,826 | $417.3K | 0.04% | −3−0.1% | Reduced |
| AdvisorShares Investments LLC | 3,800 | $414.5K | 0.12% | +3,800 | New |
| BNP Paribas Arbitrage, SA | 3,731 | $407.0K | 0.00% | −18,381−83.1% | Reduced |
| D. E. Shaw & Co., Inc. | 3,714 | $405.1K | 0.00% | −38,739−91.3% | Reduced |
| LPL Financial LLC | 3,673 | $400.7K | 0.00% | +319+9.5% | Added |
| Mercer Global Advisors Inc | 3,652 | $398.0K | 0.00% | +3,652 | New |
| M&T Bank Corp | 3,619 | $394.8K | 0.00% | −295−7.5% | Reduced |
| Bayesian Capital Management, LP | 3,600 | $392.7K | 0.06% | +3,600 | New |
| Hohimer Wealth Management, LLC | 3,530 | $385.1K | 0.12% | −4,795−57.6% | 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 |
| Pitcairn Co | 3,489 | $380.6K | 0.04% | −28−0.8% | Reduced |
| Algert Global LLC | 3,428 | $373.9K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,307 | $360.7K | 0.01% | −1,895−36.4% | Reduced |
| Securian Asset Management, Inc | 3,288 | $358.7K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,236 | $353.0K | 0.01% | −32−1.0% | Reduced |
| Boenning & Scattergood, Inc. | 3,106 | $346.0K | 0.06% | +6+0.2% | Added |
| Acrisure Capital Management, LLC | 3,159 | $344.6K | 0.38% | +3,159 | New |
| HSBC Holdings PLC | 3,137 | $342.2K | 0.00% | +674+27.4% | Added |
| Dakota Wealth Management | 3,052 | $332.9K | 0.02% | −151−4.7% | Reduced |
| Maryland State Retirement & Pension System | 3,021 | $329.5K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,935 | $320.1K | 0.02% | +2,935 | New |
| Great Lakes Advisors, LLC | 2,886 | $314.8K | 0.02% | −63−2.1% | Reduced |
| DFPG Investments, LLC | 2,417 | $305.5K | 0.05% | +2,417 | New |
| Mariner, LLC | 2,798 | $305.0K | 0.00% | +2,798 | New |
| Flagship Harbor Advisors, LLC | 2,752 | $300.2K | 0.03% | −574−17.3% | Reduced |
| O'Rourke & Company, Inc | 2,711 | $296.0K | 0.23% | +114+4.4% | Added |
| Cetera Investment Advisers | 2,690 | $293.4K | 0.00% | +2,690 | New |
| Coldstream Capital Management Inc | 2,638 | $287.8K | 0.01% | +2,638 | New |
| Radnor Capital Management, LLC | 2,595 | $287.0K | 0.07% | +2,595 | New |
| Mount Yale Investment Advisors, LLC | 2,589 | $282.4K | 0.03% | +2,589 | New |
| Bridgefront Capital, LLC | 2,552 | $278.4K | 0.19% | +2,552 | New |
| Leuthold Group, LLC | 2,491 | $271.7K | 0.04% | −30,623−92.5% | Reduced |
| Duality Advisers, LP | 2,474 | $269.9K | 0.03% | −21,407−89.6% | Reduced |
| Baird Financial Group, Inc. | 2,448 | $267.0K | 0.00% | +2,448 | New |
| Argonautica Private Wealth Management, Inc | 2,421 | $264.1K | 0.14% | +2,421 | New |
| Yorktown Management & Research Co Inc | 2,375 | $259.1K | 0.32% | +2,375 | New |
| Brookstone Capital Management | 2,105 | $253.5K | 0.01% | +2,105 | New |
| Tremblant Capital Group | 2,209 | $241.0K | 0.02% | +2,209 | New |
| ProShare Advisors LLC | 2,200 | $240.0K | 0.00% | +2,200 | New |
| ExodusPoint Capital Management, LP | 2,160 | $236.0K | 0.00% | −2,936−57.6% | Reduced |
| CWM Advisors, LLC | 2,150 | $234.5K | 0.03% | −370−14.7% | Reduced |
| Intrust Bank NA | 2,101 | $229.2K | 0.03% | +2,101 | New |
| Segall Bryant & Hamill, LLC | 2,075 | $226.0K | 0.00% | +2,075 | New |
| Utah Retirement Systems | 2,000 | $218.2K | 0.00% | +2,000 | New |
| HBK Sorce Advisory LLC | 1,942 | $212.0K | 0.01% | +1,942 | New |
| NewEdge Wealth, LLC | 1,912 | $208.6K | 0.01% | +1,912 | New |
| The PNC Financial Services Group, Inc. | 1,907 | $208.0K | 0.00% | −226−10.6% | Reduced |
| Paragon Capital Management Ltd | 1,885 | $205.6K | 0.05% | +1,885 | New |
| Cornercap Investment Counsel Inc | 1,882 | $205.3K | 0.04% | −8,007−81.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,879 | $205.0K | 0.01% | +1,879 | New |
| TD Ameritrade Investment Management, LLC | 1,852 | $202.0K | 0.00% | −618−25.0% | Reduced |
| Shelton Capital Management | 1,844 | $201.1K | 0.02% | +1,844 | New |
| Steward Partners Investment Advisory, LLC | 1,778 | $194.0K | 0.00% | +91+5.4% | Added |
| JJJ Advisors Inc. | 1,494 | $191.5K | 0.05% | +486+48.2% | Added |
| Covestor Ltd | 1,605 | $175.0K | 0.14% | +74+4.8% | Added |
| Tower Research Capital LLC (TRC) | 1,573 | $171.0K | 0.01% | −460−22.6% | Reduced |
| Parallel Advisors, LLC | 1,445 | $157.7K | 0.01% | +242+20.1% | Added |
| Acadian Asset Management LLC | 1,415 | $154.0K | 0.00% | −362−20.4% | Reduced |