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 |
|---|---|---|---|---|---|
| Morse Asset Management, Inc | 28,254 | $3.26M | 1.10% | +1,755+6.6% | Added |
| Treasurer of the State of North Carolina | 28,637 | $3.30M | 0.02% | +1,315+4.8% | Added |
| Brookfield Asset Management Inc. | 28,691 | $3.31M | 0.01% | −20,966−42.2% | Reduced |
| Mutual of America Capital Management LLC | 28,809 | $3.32M | 0.04% | −604−2.1% | Reduced |
| First Eagle Investment Management, LLC | 29,888 | $3.45M | 0.01% | +29,888 | New |
| Great West Life Assurance Co | 30,614 | $3.53M | 0.01% | −659−2.1% | Reduced |
| Texas Permanent School Fund | 32,044 | $3.70M | 0.04% | +8,022+33.4% | Added |
| Voya Investment Management LLC | 32,703 | $3.77M | 0.00% | −8,909−21.4% | Reduced |
| Two Sigma Advisers, LP | 34,200 | $3.95M | 0.01% | −7,200−17.4% | Reduced |
| Public Employees Retirement System of Ohio | 34,974 | $4.04M | 0.02% | +3,367+10.7% | Added |
| Guggenheim Capital LLC | 35,945 | $4.15M | 0.04% | −3,783−9.5% | Reduced |
| State of Alaska, Department of Revenue | 36,230 | $4.18M | 0.05% | −75−0.2% | Reduced |
| HRT Financial LP | 36,398 | $4.20M | 0.05% | +36,398 | New |
| Jane Street Group, LLC | 36,846 | $4.25M | 0.01% | +23,349+173.0% | Added |
| Advisors Asset Management, Inc. | 37,273 | $4.30M | 0.09% | −770−2.0% | Reduced |
| Seizert Capital Partners, LLC | 37,338 | $4.31M | 0.24% | −6,369−14.6% | Reduced |
| GW&K Investment Management, LLC | 37,824 | $4.36M | 0.04% | +350+0.9% | Added |
| Squarepoint Ops LLC | 41,239 | $4.76M | 0.03% | +26,268+175.5% | Added |
| Raymond James & Associates | 41,979 | $4.84M | 0.00% | +2,923+7.5% | Added |
| Canada Pension Plan Investment Board | 42,800 | $4.94M | 0.01% | −8,041−15.8% | Reduced |
| Nicholas Investment Partners, LP | 43,425 | $5.01M | 0.38% | +43,425 | New |
| Credit Suisse AG | 44,392 | $5.12M | 0.01% | +276+0.6% | Added |
| Pekin Hardy Strauss, Inc. | 44,511 | $5.14M | 0.80% | −17,565−28.3% | Reduced |
| Pier Capital, LLC | 45,199 | $5.22M | 0.79% | −34,220−43.1% | Reduced |
| California State Teachers Retirement System | 46,410 | $5.35M | 0.01% | −933−2.0% | Reduced |
| South Dakota Investment Council | 47,157 | $5.44M | 0.12% | 00.0% | Unchanged |
| Royal Bank of Canada | 47,263 | $5.45M | 0.00% | −9,272−16.4% | Reduced |
| Executive Wealth Management, LLC | 47,520 | $5.48M | 0.61% | −5,969−11.2% | Reduced |
| First Republic Investment Management, Inc. | 48,125 | $5.55M | 0.01% | +5,560+13.1% | Added |
| State Board of Administration of Florida Retirement System | 48,516 | $5.60M | 0.01% | −40−0.1% | Reduced |
| Ceredex Value Advisors LLC | 49,584 | $5.72M | 0.09% | −3,116−5.9% | Reduced |
| SEI Investments Co | 50,604 | $5.84M | 0.01% | +13,049+34.7% | Added |
| Martingale Asset Management L P | 51,226 | $5.91M | 0.11% | −2,844−5.3% | Reduced |
| New York State Teachers Retirement System | 51,750 | $5.97M | 0.01% | −414−0.8% | Reduced |
| American International Group, Inc. | 55,139 | $6.36M | 0.04% | −517−0.9% | Reduced |
| Moody Aldrich Partners LLC | 55,894 | $6.45M | 1.30% | +7,189+14.8% | Added |
| Mackenzie Financial Corp | 58,180 | $6.71M | 0.01% | +6,382+12.3% | Added |
| Ensign Peak Advisors, Inc | 60,504 | $6.98M | 0.02% | −31,909−34.5% | Reduced |
| Envestnet Asset Management Inc | 281,314 | $7.34M | 0.00% | +217,174+338.6% | Added |
| UBS Group AG | 64,161 | $7.40M | 0.00% | +11,429+21.7% | Added |
| Ergoteles LLC | 65,279 | $7.53M | 0.29% | +60,959+1,411.1% | Added |
| Nordea Investment Management AB | 66,210 | $7.54M | 0.01% | −2,379−3.5% | Reduced |
| Cubist Systematic Strategies, LLC | 68,521 | $7.91M | 0.07% | +68,521 | New |
| Brandywine Global Investment Management, LLC | 74,067 | $8.55M | 0.07% | −103−0.1% | Reduced |
| California Public Employees Retirement System | 77,484 | $8.94M | 0.01% | −17,594−18.5% | Reduced |
| Legal & General Group Plc | 78,053 | $9.01M | 0.00% | −78−0.1% | Reduced |
| Swiss National Bank | 79,700 | $9.20M | 0.01% | −10,100−11.2% | Reduced |
| Qube Research & Technologies Ltd | 82,986 | $9.57M | 0.05% | +82,986 | New |
| CCM Investment Advisers LLC | 86,897 | $10.0M | 1.42% | −11,334−11.5% | Reduced |
| Ziegler Capital Management, LLC | 92,616 | $10.7M | 0.42% | +9,822+11.9% | Added |
| Neuberger Berman Group LLC | 93,708 | $10.8M | 0.01% | +93,708 | New |
| Victory Capital Management Inc | 93,777 | $10.8M | 0.01% | +6,262+7.2% | Added |
| Peregrine Capital Management LLC | 94,409 | $10.9M | 0.31% | +2,805+3.1% | Added |
| Royce & Associates LP | 100,655 | $11.6M | 0.12% | −4,019−3.8% | Reduced |
| Fort Washington Investment Advisors Inc | 102,358 | $11.8M | 0.09% | +2,678+2.7% | Added |
| Bernzott Capital Advisors | 102,770 | $11.9M | 2.45% | −73,077−41.6% | Reduced |
| Epoch Investment Partners, Inc. | 104,861 | $12.1M | 0.07% | +2,668+2.6% | Added |
| Rockefeller Capital Management L.P. | 104,947 | $12.1M | 0.05% | −7,373−6.6% | Reduced |
| Rhumbline Advisers | 108,398 | $12.5M | 0.02% | −1,136−1.0% | Reduced |
| Alliancebernstein L.P. | 109,700 | $12.7M | 0.01% | −439−0.4% | Reduced |
| Basswood Capital Management, L.L.C. | 111,185 | $12.8M | 0.90% | −42,863−27.8% | Reduced |
| Driehaus Capital Management LLC | 111,200 | $12.8M | 0.18% | +111,200 | New |
| WCM Investment Management, LLC | 112,522 | $13.0M | 0.04% | +112,522 | New |
| Man Group plc | – | $13.1M | 0.05% | – | – |
| Point72 Asset Management, L.P. | 114,401 | $13.2M | 0.05% | +114,401 | New |
| AQR Capital Management LLC | 124,298 | $14.2M | 0.03% | −140,019−53.0% | Reduced |
| Retirement Systems of Alabama | 123,966 | $14.3M | 0.06% | −409−0.3% | Reduced |
| New York State Common Retirement Fund | 124,139 | $14.3M | 0.02% | +18,683+17.7% | Added |
| Wedge Capital Management L L P | 124,739 | $14.4M | 0.24% | −39,789−24.2% | Reduced |
| State of Wisconsin Investment Board | 127,182 | $14.7M | 0.04% | −46,653−26.8% | Reduced |
| Balyasny Asset Management LLC | 135,657 | $15.7M | 0.05% | −72,552−34.8% | Reduced |
| Wells Fargo & Company | 138,987 | $16.0M | 0.00% | −10,655−7.1% | Reduced |
| UBS Asset Management Americas Inc | 139,290 | $16.1M | 0.01% | −50,358−26.6% | Reduced |
| Principal Financial Group Inc | 141,524 | $16.3M | 0.01% | +1,274+0.9% | Added |
| Renaissance Technologies LLC | 144,400 | $16.7M | 0.02% | −53,100−26.9% | Reduced |
| Ameriprise Financial Inc | 152,276 | $17.6M | 0.01% | +15,262+11.1% | Added |
| Ariel Investments, LLC | 156,422 | $18.0M | 0.17% | +2,311+1.5% | Added |
| Allspring Global Investments Holdings, LLC | 162,722 | $18.8M | 0.03% | −4,835−2.9% | Reduced |
| Russell Investments Group, Ltd. | 164,939 | $19.0M | 0.04% | −17,678−9.7% | Reduced |
| Macquarie Group Ltd | 166,380 | $19.2M | 0.02% | +24,705+17.4% | Added |
| Kettle Hill Capital Management, LLC | 169,475 | $19.6M | 4.50% | −70,766−29.5% | Reduced |
| Glenmede Trust Co NA | 176,907 | $20.4M | 0.12% | +67,900+62.3% | Added |
| Nitorum Capital, L.P. | 199,843 | $23.1M | 2.44% | +26,299+15.2% | Added |
| Goldman Sachs Group Inc | 200,243 | $23.1M | 0.01% | −341,315−63.0% | Reduced |
| STRS Ohio | 204,204 | $23.6M | 0.10% | +204,204 | New |
| Charles Schwab Investment Management Inc | 230,092 | $26.5M | 0.01% | −563,666−71.0% | Reduced |
| Scout Investments, Inc. | 234,844 | $27.1M | 0.55% | +234,844 | New |
| Sparta 24 Ltd. | 245,400 | $28.3M | 24.25% | −30,000−10.9% | Reduced |
| Frontier Capital Management Co LLC | 252,896 | $29.2M | 0.30% | −1,597−0.6% | Reduced |
| Boston Trust Walden Corp | 273,624 | $31.6M | 0.27% | +9,819+3.7% | Added |
| ProShare Advisors LLC | 274,940 | $31.7M | 0.10% | +272,740+12,397.3% | Added |
| Nuveen Asset Management, LLC | 275,797 | $31.8M | 0.01% | −42,927−13.5% | Reduced |
| Northern Trust Corp | 294,549 | $34.0M | 0.01% | +1,371+0.5% | Added |
| Wellington Management Group LLP | 298,842 | $34.5M | 0.01% | +94,027+45.9% | Added |
| Paralel Advisors LLC | 300,000 | $34.6M | 1.94% | 00.0% | Unchanged |
| Schroder Investment Management Group | 303,252 | $35.0M | 0.05% | +203,301+203.4% | Added |
| American Century Companies Inc | 306,588 | $35.4M | 0.03% | +85,990+39.0% | Added |
| Clark Capital Management Group, Inc. | 313,117 | $36.1M | 0.40% | +9,789+3.2% | Added |
| Franklin Resources Inc | 327,931 | $37.8M | 0.02% | −16,184−4.7% | Reduced |
| Channing Capital Management, LLC | 336,573 | $38.8M | 1.25% | +53,923+19.1% | Added |