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 |
|---|---|---|---|---|---|
| Nicholas Investment Partners, LP | 43,425 | $5.01M | 0.38% | +43,425 | New |
| Canada Pension Plan Investment Board | 42,800 | $4.94M | 0.01% | −8,041−15.8% | Reduced |
| Raymond James & Associates | 41,979 | $4.84M | 0.00% | +2,923+7.5% | Added |
| Squarepoint Ops LLC | 41,239 | $4.76M | 0.03% | +26,268+175.5% | Added |
| GW&K Investment Management, LLC | 37,824 | $4.36M | 0.04% | +350+0.9% | Added |
| Seizert Capital Partners, LLC | 37,338 | $4.31M | 0.24% | −6,369−14.6% | Reduced |
| Advisors Asset Management, Inc. | 37,273 | $4.30M | 0.09% | −770−2.0% | Reduced |
| Jane Street Group, LLC | 36,846 | $4.25M | 0.01% | +23,349+173.0% | Added |
| HRT Financial LP | 36,398 | $4.20M | 0.05% | +36,398 | New |
| State of Alaska, Department of Revenue | 36,230 | $4.18M | 0.05% | −75−0.2% | Reduced |
| Guggenheim Capital LLC | 35,945 | $4.15M | 0.04% | −3,783−9.5% | Reduced |
| Public Employees Retirement System of Ohio | 34,974 | $4.04M | 0.02% | +3,367+10.7% | Added |
| Two Sigma Advisers, LP | 34,200 | $3.95M | 0.01% | −7,200−17.4% | Reduced |
| Voya Investment Management LLC | 32,703 | $3.77M | 0.00% | −8,909−21.4% | Reduced |
| Texas Permanent School Fund | 32,044 | $3.70M | 0.04% | +8,022+33.4% | Added |
| Great West Life Assurance Co | 30,614 | $3.53M | 0.01% | −659−2.1% | Reduced |
| First Eagle Investment Management, LLC | 29,888 | $3.45M | 0.01% | +29,888 | New |
| Mutual of America Capital Management LLC | 28,809 | $3.32M | 0.04% | −604−2.1% | Reduced |
| Brookfield Asset Management Inc. | 28,691 | $3.31M | 0.01% | −20,966−42.2% | Reduced |
| Treasurer of the State of North Carolina | 28,637 | $3.30M | 0.02% | +1,315+4.8% | Added |
| Morse Asset Management, Inc | 28,254 | $3.26M | 1.10% | +1,755+6.6% | Added |
| Gotham Asset Management, LLC | 27,944 | $3.22M | 0.08% | +1,042+3.9% | Added |
| Manufacturers Life Insurance Company, The | 27,882 | $3.22M | 0.00% | −1,120−3.9% | Reduced |
| Barclays PLC | 27,600 | $3.18M | 0.00% | −1,121−3.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 27,515 | $3.17M | 0.24% | +1,360+5.2% | Added |
| Hussman Strategic Advisors, Inc. | 26,000 | $3.00M | 0.47% | 00.0% | Unchanged |
| Mesirow Institutional Investment Management, Inc. | 25,965 | $3.00M | 0.33% | +25,965 | New |
| Vestcor Inc | 25,937 | $2.99M | 0.11% | +25,937 | New |
| Verdence Capital Advisors LLC | 25,029 | $2.89M | 0.35% | +901+3.7% | Added |
| Sarasin & Partners LLP | 25,000 | $2.88M | 0.04% | 00.0% | Unchanged |
| Amalgamated Bank | 24,685 | $2.85M | 0.02% | −7,160−22.5% | Reduced |
| Castellan Group, LLC | 24,495 | $2.83M | 1.93% | +24,495 | New |
| Susquehanna International Group, LLP | 23,723 | $2.74M | 0.00% | +6,776+40.0% | Added |
| State of Tennessee, Treasury Department | 22,622 | $2.61M | 0.01% | −4,002−15.0% | Reduced |
| Truist Financial Corp | 22,597 | $2.61M | 0.00% | +10,968+94.3% | Added |
| Voloridge Investment Management, LLC | 22,557 | $2.60M | 0.01% | +22,557 | New |
| MetLife Investment Management | 21,925 | $2.53M | 0.02% | −587−2.6% | Reduced |
| Alps Advisors Inc | 21,228 | $2.45M | 0.02% | +2,340+12.4% | Added |
| BNP Paribas Arbitrage, SA | 21,057 | $2.43M | 0.01% | +17,326+464.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 20,682 | $2.39M | 0.01% | +1,260+6.5% | Added |
| Advisor Group Holdings, Inc. | 20,006 | $2.31M | 0.00% | +203+1.0% | Added |
| D. E. Shaw & Co., Inc. | 19,853 | $2.29M | 0.00% | +16,139+434.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 19,760 | $2.28M | 0.04% | +19,760 | New |
| 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 |
| State of New Jersey Common Pension Fund D | 19,109 | $2.20M | 0.01% | −1,519−7.4% | Reduced |
| Yousif Capital Management, LLC | 18,916 | $2.18M | 0.03% | −240−1.3% | Reduced |
| Essex Investment Management Co LLC | 18,673 | $2.15M | 0.31% | +3,434+22.5% | Added |
| FMR LLC | 18,653 | $2.15M | 0.00% | +13,332+250.6% | Added |
| US Bancorp | 18,647 | $2.15M | 0.00% | +2,152+13.0% | Added |
| Janus Henderson Group PLC | 17,671 | $2.04M | 0.00% | +4,505+34.2% | Added |
| Valley National Advisers Inc | 16,069 | $1.96M | 0.35% | +224+1.4% | Added |
| Prudential Financial Inc | 16,543 | $1.91M | 0.00% | +168+1.0% | Added |
| Nisa Investment Advisors, LLC | 16,523 | $1.91M | 0.01% | −13,287−44.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,093 | $1.86M | 0.02% | +19+0.1% | Added |
| Price T Rowe Associates Inc | 15,871 | $1.83M | 0.00% | +383+2.5% | Added |
| Stifel Financial Corp | 15,592 | $1.80M | 0.00% | −1,007−6.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 15,456 | $1.78M | 0.03% | +2,039+15.2% | Added |
| Advisors Capital Management, LLC | 15,006 | $1.73M | 0.04% | −2,460−14.1% | Reduced |
| Harbor Advisors LLC | 15,000 | $1.73M | 0.40% | 00.0% | Unchanged |
| Legato Capital Management LLC | 14,714 | $1.70M | 0.31% | +4,189+39.8% | Added |
| Dana Investment Advisors, Inc. | 14,375 | $1.66M | 0.08% | −1,739−10.8% | Reduced |
| Aviva PLC | 14,323 | $1.65M | 0.01% | −14,897−51.0% | Reduced |
| Teacher Retirement System of Texas | 14,259 | $1.65M | 0.01% | −4,119−22.4% | Reduced |
| Vident Investment Advisory, LLC | 14,122 | $1.63M | 0.05% | −6,161−30.4% | Reduced |
| Cerity Partners LLC | 13,923 | $1.61M | 0.01% | +13+0.1% | Added |
| Redwood Investment Management, LLC | 13,384 | $1.54M | 0.17% | +13,384 | New |
| Centric Wealth Management | 13,063 | $1.51M | 0.65% | −686−5.0% | Reduced |
| PDT Partners, LLC | 13,030 | $1.50M | 0.20% | +7,686+143.8% | Added |
| CIBC World Markets Inc. | 12,413 | $1.43M | 0.01% | +12,413 | New |
| Advisory Services Network, LLC | 12,403 | $1.43M | 0.04% | +12,363+30,907.5% | Added |
| BlueCrest Capital Management Ltd | 12,153 | $1.40M | 0.15% | +12,153 | New |
| Two Sigma Investments, LP | 12,100 | $1.40M | 0.00% | +5,400+80.6% | Added |
| Rocky Mountain Advisers, LLC | 11,900 | $1.37M | 0.73% | 00.0% | Unchanged |
| Ausbil Investment Management Ltd | 11,818 | $1.36M | 0.96% | +11,818 | New |
| Citigroup Inc | 11,657 | $1.35M | 0.00% | −3,175−21.4% | Reduced |
| Toroso Investments, LLC | 11,643 | $1.34M | 0.04% | −1,871−13.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,617 | $1.34M | 0.16% | +11,617 | New |
| Asset Management One Co.,Ltd. | 11,518 | $1.33M | 0.01% | −2,588−18.3% | Reduced |
| Van Eck Associates Corp | 11,438 | $1.32M | 0.00% | +4,904+75.1% | Added |
| Bayesian Capital Management, LP | 11,376 | $1.31M | 0.16% | +7,776+216.0% | Added |
| Virtus Family Office LLC | 11,352 | $1.31M | 2.59% | −95−0.8% | Reduced |
| Freedom Day Solutions, LLC | 11,253 | $1.30M | 0.61% | +11,253 | New |
| Winton Group Ltd | 11,049 | $1.27M | 0.08% | +4,465+67.8% | Added |
| Centiva Capital, LP | 10,925 | $1.26M | 0.07% | +10,925 | New |
| Magnetar Financial LLC | 10,920 | $1.26M | 0.02% | +10,920 | New |
| Arizona State Retirement System | 10,690 | $1.23M | 0.01% | +196+1.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,513 | $1.21M | 0.07% | −1,055−9.1% | Reduced |
| Bank of Montreal | 9,236 | $1.21M | 0.00% | +460+5.2% | Added |
| Oregon Public Employees Retirement Fund | 10,427 | $1.20M | 0.01% | −87−0.8% | Reduced |
| Aquatic Capital Management LLC | 10,000 | $1.15M | 0.07% | +10,000 | New |
| AE Wealth Management LLC | 9,921 | $1.14M | 0.01% | −4,271−30.1% | Reduced |
| Pearl River Capital, LLC | 9,917 | $1.14M | 0.18% | +191+2.0% | Added |
| Bridge City Capital, LLC | 9,729 | $1.12M | 0.56% | −36−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,710 | $1.12M | 0.00% | −236−2.4% | Reduced |
| Jump Financial, LLC | 9,602 | $1.11M | 0.05% | +9,602 | New |
| Louisiana State Employees Retirement System | 9,500 | $1.10M | 0.03% | −100−1.0% | Reduced |
| Campbell Newman Asset Management Inc | 9,495 | $1.10M | 0.11% | +88+0.9% | Added |
| Thrivent Financial for Lutherans | 9,430 | $1.09M | 0.00% | −87−0.9% | Reduced |
| Pinebridge Investments, L.P. | 9,344 | $1.08M | 0.01% | +9,344 | New |