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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 6,500 | $750.0K | 0.04% | +100+1.6% | Added |
| First Hawaiian Bank | 6,690 | $771.9K | 0.03% | +1,512+29.2% | Added |
| James Investment Research Inc | 6,774 | $782.0K | 0.10% | −820−10.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 6,944 | $801.2K | 0.15% | +6,944 | New |
| Fifth Third Bancorp | 7,030 | $811.1K | 0.00% | +39+0.6% | Added |
| Hohimer Wealth Management, LLC | 7,033 | $811.5K | 0.23% | +3,503+99.2% | Added |
| Wright Investors Service Inc | 7,144 | $824.3K | 0.23% | −3,131−30.5% | Reduced |
| TownSquare Capital, LLC | 7,307 | $843.0K | 0.02% | +395+5.7% | Added |
| Globeflex Capital L P | 7,381 | $851.6K | 0.10% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,928 | $914.7K | 0.02% | +4,621+139.7% | Added |
| EFG Asset Management (North America) Corp. | 7,930 | $915.4K | 0.20% | −444−5.3% | Reduced |
| Kendall Capital Management | 7,945 | $917.0K | 0.44% | 00.0% | Unchanged |
| Riverwater Partners LLC | 7,992 | $922.1K | 0.85% | +44+0.6% | Added |
| Deutsche Bank AG | 8,396 | $968.7K | 0.00% | −106−1.2% | Reduced |
| Los Angeles Capital Management LLC | 8,606 | $993.0K | 0.00% | −230−2.6% | Reduced |
| Quantinno Capital Management LP | 8,774 | $1.01M | 0.07% | +4,179+90.9% | Added |
| HSBC Holdings PLC | 8,838 | $1.02M | 0.00% | +5,701+181.7% | Added |
| Washington Trust Advisors, Inc. | 8,870 | $1.02M | 0.10% | −100−1.1% | Reduced |
| State of Michigan Retirement System | 9,005 | $1.04M | 0.01% | −100−1.1% | Reduced |
| Ameritas Investment Partners, Inc. | 9,097 | $1.05M | 0.04% | −164−1.8% | Reduced |
| Janney Montgomery Scott LLC | 9,250 | $1.07M | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 9,344 | $1.08M | 0.01% | +9,344 | New |
| Thrivent Financial for Lutherans | 9,430 | $1.09M | 0.00% | −87−0.9% | Reduced |
| Campbell Newman Asset Management Inc | 9,495 | $1.10M | 0.11% | +88+0.9% | Added |
| Louisiana State Employees Retirement System | 9,500 | $1.10M | 0.03% | −100−1.0% | Reduced |
| Jump Financial, LLC | 9,602 | $1.11M | 0.05% | +9,602 | New |
| Northwestern Mutual Wealth Management Co | 9,710 | $1.12M | 0.00% | −236−2.4% | Reduced |
| Bridge City Capital, LLC | 9,729 | $1.12M | 0.56% | −36−0.4% | Reduced |
| Pearl River Capital, LLC | 9,917 | $1.14M | 0.18% | +191+2.0% | Added |
| AE Wealth Management LLC | 9,921 | $1.14M | 0.01% | −4,271−30.1% | Reduced |
| Aquatic Capital Management LLC | 10,000 | $1.15M | 0.07% | +10,000 | New |
| Oregon Public Employees Retirement Fund | 10,427 | $1.20M | 0.01% | −87−0.8% | Reduced |
| Bank of Montreal | 9,236 | $1.21M | 0.00% | +460+5.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,513 | $1.21M | 0.07% | −1,055−9.1% | Reduced |
| Arizona State Retirement System | 10,690 | $1.23M | 0.01% | +196+1.9% | Added |
| Magnetar Financial LLC | 10,920 | $1.26M | 0.02% | +10,920 | New |
| Centiva Capital, LP | 10,925 | $1.26M | 0.07% | +10,925 | New |
| Winton Group Ltd | 11,049 | $1.27M | 0.08% | +4,465+67.8% | Added |
| Freedom Day Solutions, LLC | 11,253 | $1.30M | 0.61% | +11,253 | New |
| Virtus Family Office LLC | 11,352 | $1.31M | 2.59% | −95−0.8% | Reduced |
| Bayesian Capital Management, LP | 11,376 | $1.31M | 0.16% | +7,776+216.0% | Added |
| Van Eck Associates Corp | 11,438 | $1.32M | 0.00% | +4,904+75.1% | Added |
| Asset Management One Co.,Ltd. | 11,518 | $1.33M | 0.01% | −2,588−18.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,617 | $1.34M | 0.16% | +11,617 | New |
| Toroso Investments, LLC | 11,643 | $1.34M | 0.04% | −1,871−13.8% | Reduced |
| Citigroup Inc | 11,657 | $1.35M | 0.00% | −3,175−21.4% | Reduced |
| Ausbil Investment Management Ltd | 11,818 | $1.36M | 0.96% | +11,818 | New |
| Rocky Mountain Advisers, LLC | 11,900 | $1.37M | 0.73% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 12,100 | $1.40M | 0.00% | +5,400+80.6% | Added |
| BlueCrest Capital Management Ltd | 12,153 | $1.40M | 0.15% | +12,153 | New |
| Advisory Services Network, LLC | 12,403 | $1.43M | 0.04% | +12,363+30,907.5% | Added |
| CIBC World Markets Inc. | 12,413 | $1.43M | 0.01% | +12,413 | New |
| PDT Partners, LLC | 13,030 | $1.50M | 0.20% | +7,686+143.8% | Added |
| Centric Wealth Management | 13,063 | $1.51M | 0.65% | −686−5.0% | Reduced |
| Redwood Investment Management, LLC | 13,384 | $1.54M | 0.17% | +13,384 | New |
| Cerity Partners LLC | 13,923 | $1.61M | 0.01% | +13+0.1% | Added |
| Vident Investment Advisory, LLC | 14,122 | $1.63M | 0.05% | −6,161−30.4% | Reduced |
| Teacher Retirement System of Texas | 14,259 | $1.65M | 0.01% | −4,119−22.4% | Reduced |
| Aviva PLC | 14,323 | $1.65M | 0.01% | −14,897−51.0% | Reduced |
| Dana Investment Advisors, Inc. | 14,375 | $1.66M | 0.08% | −1,739−10.8% | Reduced |
| Legato Capital Management LLC | 14,714 | $1.70M | 0.31% | +4,189+39.8% | Added |
| Harbor Advisors LLC | 15,000 | $1.73M | 0.40% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 15,006 | $1.73M | 0.04% | −2,460−14.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 15,456 | $1.78M | 0.03% | +2,039+15.2% | Added |
| Stifel Financial Corp | 15,592 | $1.80M | 0.00% | −1,007−6.1% | Reduced |
| Price T Rowe Associates Inc | 15,871 | $1.83M | 0.00% | +383+2.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,093 | $1.86M | 0.02% | +19+0.1% | Added |
| Nisa Investment Advisors, LLC | 16,523 | $1.91M | 0.01% | −13,287−44.6% | Reduced |
| Prudential Financial Inc | 16,543 | $1.91M | 0.00% | +168+1.0% | Added |
| Valley National Advisers Inc | 16,069 | $1.96M | 0.35% | +224+1.4% | Added |
| Janus Henderson Group PLC | 17,671 | $2.04M | 0.00% | +4,505+34.2% | Added |
| US Bancorp | 18,647 | $2.15M | 0.00% | +2,152+13.0% | Added |
| FMR LLC | 18,653 | $2.15M | 0.00% | +13,332+250.6% | Added |
| Essex Investment Management Co LLC | 18,673 | $2.15M | 0.31% | +3,434+22.5% | Added |
| Yousif Capital Management, LLC | 18,916 | $2.18M | 0.03% | −240−1.3% | Reduced |
| State of New Jersey Common Pension Fund D | 19,109 | $2.20M | 0.01% | −1,519−7.4% | Reduced |
| Brinker Capital Investments, LLC | 19,537 | $2.25M | 0.03% | −1,248−6.0% | Reduced |
| Orion Portfolio Solutions, LLC | 19,537 | $2.25M | 0.03% | +19,537 | New |
| B. Metzler seel. Sohn & Co. AG | 19,760 | $2.28M | 0.04% | +19,760 | New |
| D. E. Shaw & Co., Inc. | 19,853 | $2.29M | 0.00% | +16,139+434.5% | Added |
| Advisor Group Holdings, Inc. | 20,006 | $2.31M | 0.00% | +203+1.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 20,682 | $2.39M | 0.01% | +1,260+6.5% | Added |
| BNP Paribas Arbitrage, SA | 21,057 | $2.43M | 0.01% | +17,326+464.4% | Added |
| Alps Advisors Inc | 21,228 | $2.45M | 0.02% | +2,340+12.4% | Added |
| MetLife Investment Management | 21,925 | $2.53M | 0.02% | −587−2.6% | Reduced |
| Voloridge Investment Management, LLC | 22,557 | $2.60M | 0.01% | +22,557 | New |
| Truist Financial Corp | 22,597 | $2.61M | 0.00% | +10,968+94.3% | Added |
| State of Tennessee, Treasury Department | 22,622 | $2.61M | 0.01% | −4,002−15.0% | Reduced |
| Susquehanna International Group, LLP | 23,723 | $2.74M | 0.00% | +6,776+40.0% | Added |
| Castellan Group, LLC | 24,495 | $2.83M | 1.93% | +24,495 | New |
| Amalgamated Bank | 24,685 | $2.85M | 0.02% | −7,160−22.5% | Reduced |
| Sarasin & Partners LLP | 25,000 | $2.88M | 0.04% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 25,029 | $2.89M | 0.35% | +901+3.7% | Added |
| Vestcor Inc | 25,937 | $2.99M | 0.11% | +25,937 | New |
| Mesirow Institutional Investment Management, Inc. | 25,965 | $3.00M | 0.33% | +25,965 | New |
| Hussman Strategic Advisors, Inc. | 26,000 | $3.00M | 0.47% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 27,515 | $3.17M | 0.24% | +1,360+5.2% | Added |
| Barclays PLC | 27,600 | $3.18M | 0.00% | −1,121−3.9% | Reduced |
| Manufacturers Life Insurance Company, The | 27,882 | $3.22M | 0.00% | −1,120−3.9% | Reduced |
| Gotham Asset Management, LLC | 27,944 | $3.22M | 0.08% | +1,042+3.9% | Added |