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, Q1 2023
Institutional positions in Evercore Inc. as of Mar 31, 2023. 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
- 421
- +31 vs. Q4 2022
- Shares held
- 32.6M
- −98.5K (−0.3%) vs. Q4 2022
- Total value
- $3.75B
- +$180.4M (+5.0%) vs. Q4 2022
- New holders
- 71
- 139 more added
- Sold out
- 40
- 140 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,720,453 | $429.3M | 0.01% | −44,405−1.2% | Reduced |
| BlackRock Inc. | 3,354,341 | $387.0M | 0.01% | −99,189−2.9% | Reduced |
| JPMorgan Chase & Co | 1,576,899 | $181.9M | 0.02% | −26,987−1.7% | Reduced |
| State Street Corp | 1,041,401 | $120.2M | 0.01% | +1,190+0.1% | Added |
| Dimensional Fund Advisors LP | 887,321 | $102.4M | 0.03% | +17,843+2.1% | Added |
| Massachusetts Financial Services Co | 878,275 | $101.3M | 0.03% | +7,331+0.8% | Added |
| Millennium Management LLC | 838,178 | $96.7M | 0.11% | −122,761−12.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 724,661 | $83.6M | 0.48% | +101,467+16.3% | Added |
| Morgan Stanley | 697,411 | $80.5M | 0.01% | −18,235−2.5% | Reduced |
| Geode Capital Management, LLC | 629,364 | $72.6M | 0.01% | −10,575−1.7% | Reduced |
| Primecap Management Co | 621,280 | $71.7M | 0.06% | +42,400+7.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 548,860 | $63.3M | 0.24% | −371,100−40.3% | Reduced |
| Bank of New York Mellon Corp | 515,239 | $59.4M | 0.01% | +1,841+0.4% | Added |
| Jacobs Levy Equity Management, Inc | 496,592 | $57.3M | 0.35% | +383+0.1% | Added |
| Bahl & Gaynor Inc | 476,770 | $55.0M | 0.30% | −20,321−4.1% | Reduced |
| Invesco Ltd. | 445,105 | $51.4M | 0.01% | +267,842+151.1% | Added |
| Boston Partners | 396,865 | $45.5M | 0.06% | +17,462+4.6% | Added |
| Norges Bank | 368,965 | $42.6M | 0.01% | +14,090+4.0% | Added |
| Fisher Asset Management, LLC | 355,930 | $41.1M | 0.02% | −15,805−4.3% | Reduced |
| First Trust Advisors LP | 351,327 | $40.5M | 0.05% | −42,463−10.8% | Reduced |
| Bank of America Corp | 338,059 | $39.0M | 0.00% | +25,054+8.0% | Added |
| Channing Capital Management, LLC | 336,573 | $38.8M | 1.25% | +53,923+19.1% | Added |
| Franklin Resources Inc | 327,931 | $37.8M | 0.02% | −16,184−4.7% | Reduced |
| Clark Capital Management Group, Inc. | 313,117 | $36.1M | 0.40% | +9,789+3.2% | Added |
| American Century Companies Inc | 306,588 | $35.4M | 0.03% | +85,990+39.0% | Added |
| Schroder Investment Management Group | 303,252 | $35.0M | 0.05% | +203,301+203.4% | Added |
| Paralel Advisors LLC | 300,000 | $34.6M | 1.94% | 00.0% | Unchanged |
| Wellington Management Group LLP | 298,842 | $34.5M | 0.01% | +94,027+45.9% | Added |
| Northern Trust Corp | 294,549 | $34.0M | 0.01% | +1,371+0.5% | Added |
| Nuveen Asset Management, LLC | 275,797 | $31.8M | 0.01% | −42,927−13.5% | Reduced |
| ProShare Advisors LLC | 274,940 | $31.7M | 0.10% | +272,740+12,397.3% | Added |
| Boston Trust Walden Corp | 273,624 | $31.6M | 0.27% | +9,819+3.7% | Added |
| Frontier Capital Management Co LLC | 252,896 | $29.2M | 0.30% | −1,597−0.6% | Reduced |
| Sparta 24 Ltd. | 245,400 | $28.3M | 24.25% | −30,000−10.9% | Reduced |
| Scout Investments, Inc. | 234,844 | $27.1M | 0.55% | +234,844 | New |
| Charles Schwab Investment Management Inc | 230,092 | $26.5M | 0.01% | −563,666−71.0% | Reduced |
| STRS Ohio | 204,204 | $23.6M | 0.10% | +204,204 | New |
| Goldman Sachs Group Inc | 200,243 | $23.1M | 0.01% | −341,315−63.0% | Reduced |
| Nitorum Capital, L.P. | 199,843 | $23.1M | 2.44% | +26,299+15.2% | Added |
| Glenmede Trust Co NA | 176,907 | $20.4M | 0.12% | +67,900+62.3% | Added |
| Kettle Hill Capital Management, LLC | 169,475 | $19.6M | 4.50% | −70,766−29.5% | Reduced |
| Macquarie Group Ltd | 166,380 | $19.2M | 0.02% | +24,705+17.4% | Added |
| Russell Investments Group, Ltd. | 164,939 | $19.0M | 0.04% | −17,678−9.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 162,722 | $18.8M | 0.03% | −4,835−2.9% | Reduced |
| Ariel Investments, LLC | 156,422 | $18.0M | 0.17% | +2,311+1.5% | Added |
| Ameriprise Financial Inc | 152,276 | $17.6M | 0.01% | +15,262+11.1% | Added |
| Renaissance Technologies LLC | 144,400 | $16.7M | 0.02% | −53,100−26.9% | Reduced |
| Principal Financial Group Inc | 141,524 | $16.3M | 0.01% | +1,274+0.9% | Added |
| UBS Asset Management Americas Inc | 139,290 | $16.1M | 0.01% | −50,358−26.6% | Reduced |
| Wells Fargo & Company | 138,987 | $16.0M | 0.00% | −10,655−7.1% | Reduced |
| Balyasny Asset Management LLC | 135,657 | $15.7M | 0.05% | −72,552−34.8% | Reduced |
| State of Wisconsin Investment Board | 127,182 | $14.7M | 0.04% | −46,653−26.8% | Reduced |
| Wedge Capital Management L L P | 124,739 | $14.4M | 0.24% | −39,789−24.2% | Reduced |
| New York State Common Retirement Fund | 124,139 | $14.3M | 0.02% | +18,683+17.7% | Added |
| Retirement Systems of Alabama | 123,966 | $14.3M | 0.06% | −409−0.3% | Reduced |
| AQR Capital Management LLC | 124,298 | $14.2M | 0.03% | −140,019−53.0% | Reduced |
| Point72 Asset Management, L.P. | 114,401 | $13.2M | 0.05% | +114,401 | New |
| Man Group plc | – | $13.1M | 0.05% | – | – |
| WCM Investment Management, LLC | 112,522 | $13.0M | 0.04% | +112,522 | New |
| Driehaus Capital Management LLC | 111,200 | $12.8M | 0.18% | +111,200 | New |
| Basswood Capital Management, L.L.C. | 111,185 | $12.8M | 0.90% | −42,863−27.8% | Reduced |
| Alliancebernstein L.P. | 109,700 | $12.7M | 0.01% | −439−0.4% | Reduced |
| Rhumbline Advisers | 108,398 | $12.5M | 0.02% | −1,136−1.0% | Reduced |
| Rockefeller Capital Management L.P. | 104,947 | $12.1M | 0.05% | −7,373−6.6% | Reduced |
| Epoch Investment Partners, Inc. | 104,861 | $12.1M | 0.07% | +2,668+2.6% | Added |
| Bernzott Capital Advisors | 102,770 | $11.9M | 2.45% | −73,077−41.6% | Reduced |
| Fort Washington Investment Advisors Inc | 102,358 | $11.8M | 0.09% | +2,678+2.7% | Added |
| Royce & Associates LP | 100,655 | $11.6M | 0.12% | −4,019−3.8% | Reduced |
| Peregrine Capital Management LLC | 94,409 | $10.9M | 0.31% | +2,805+3.1% | Added |
| Victory Capital Management Inc | 93,777 | $10.8M | 0.01% | +6,262+7.2% | Added |
| Neuberger Berman Group LLC | 93,708 | $10.8M | 0.01% | +93,708 | New |
| Ziegler Capital Management, LLC | 92,616 | $10.7M | 0.42% | +9,822+11.9% | Added |
| CCM Investment Advisers LLC | 86,897 | $10.0M | 1.42% | −11,334−11.5% | Reduced |
| Qube Research & Technologies Ltd | 82,986 | $9.57M | 0.05% | +82,986 | New |
| Swiss National Bank | 79,700 | $9.20M | 0.01% | −10,100−11.2% | Reduced |
| Legal & General Group Plc | 78,053 | $9.01M | 0.00% | −78−0.1% | Reduced |
| California Public Employees Retirement System | 77,484 | $8.94M | 0.01% | −17,594−18.5% | Reduced |
| Brandywine Global Investment Management, LLC | 74,067 | $8.55M | 0.07% | −103−0.1% | Reduced |
| Cubist Systematic Strategies, LLC | 68,521 | $7.91M | 0.07% | +68,521 | New |
| Nordea Investment Management AB | 66,210 | $7.54M | 0.01% | −2,379−3.5% | Reduced |
| Ergoteles LLC | 65,279 | $7.53M | 0.29% | +60,959+1,411.1% | Added |
| UBS Group AG | 64,161 | $7.40M | 0.00% | +11,429+21.7% | Added |
| Envestnet Asset Management Inc | 281,314 | $7.34M | 0.00% | +217,174+338.6% | Added |
| Ensign Peak Advisors, Inc | 60,504 | $6.98M | 0.02% | −31,909−34.5% | Reduced |
| Mackenzie Financial Corp | 58,180 | $6.71M | 0.01% | +6,382+12.3% | Added |
| Moody Aldrich Partners LLC | 55,894 | $6.45M | 1.30% | +7,189+14.8% | Added |
| American International Group, Inc. | 55,139 | $6.36M | 0.04% | −517−0.9% | Reduced |
| New York State Teachers Retirement System | 51,750 | $5.97M | 0.01% | −414−0.8% | Reduced |
| Martingale Asset Management L P | 51,226 | $5.91M | 0.11% | −2,844−5.3% | Reduced |
| SEI Investments Co | 50,604 | $5.84M | 0.01% | +13,049+34.7% | Added |
| Ceredex Value Advisors LLC | 49,584 | $5.72M | 0.09% | −3,116−5.9% | Reduced |
| State Board of Administration of Florida Retirement System | 48,516 | $5.60M | 0.01% | −40−0.1% | Reduced |
| First Republic Investment Management, Inc. | 48,125 | $5.55M | 0.01% | +5,560+13.1% | Added |
| Executive Wealth Management, LLC | 47,520 | $5.48M | 0.61% | −5,969−11.2% | Reduced |
| Royal Bank of Canada | 47,263 | $5.45M | 0.00% | −9,272−16.4% | Reduced |
| South Dakota Investment Council | 47,157 | $5.44M | 0.12% | 00.0% | Unchanged |
| California State Teachers Retirement System | 46,410 | $5.35M | 0.01% | −933−2.0% | Reduced |
| Pier Capital, LLC | 45,199 | $5.22M | 0.79% | −34,220−43.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 44,511 | $5.14M | 0.80% | −17,565−28.3% | Reduced |
| Credit Suisse AG | 44,392 | $5.12M | 0.01% | +276+0.6% | Added |