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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 9,250 | $1.07M | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,097 | $1.05M | 0.04% | −164−1.8% | Reduced |
| State of Michigan Retirement System | 9,005 | $1.04M | 0.01% | −100−1.1% | Reduced |
| Washington Trust Advisors, Inc. | 8,870 | $1.02M | 0.10% | −100−1.1% | Reduced |
| HSBC Holdings PLC | 8,838 | $1.02M | 0.00% | +5,701+181.7% | Added |
| Quantinno Capital Management LP | 8,774 | $1.01M | 0.07% | +4,179+90.9% | Added |
| Los Angeles Capital Management LLC | 8,606 | $993.0K | 0.00% | −230−2.6% | Reduced |
| Deutsche Bank AG | 8,396 | $968.7K | 0.00% | −106−1.2% | Reduced |
| Riverwater Partners LLC | 7,992 | $922.1K | 0.85% | +44+0.6% | Added |
| Kendall Capital Management | 7,945 | $917.0K | 0.44% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 7,930 | $915.4K | 0.20% | −444−5.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,928 | $914.7K | 0.02% | +4,621+139.7% | Added |
| Globeflex Capital L P | 7,381 | $851.6K | 0.10% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 7,307 | $843.0K | 0.02% | +395+5.7% | Added |
| Wright Investors Service Inc | 7,144 | $824.3K | 0.23% | −3,131−30.5% | Reduced |
| Hohimer Wealth Management, LLC | 7,033 | $811.5K | 0.23% | +3,503+99.2% | Added |
| Fifth Third Bancorp | 7,030 | $811.1K | 0.00% | +39+0.6% | Added |
| Pinkerton Retirement Specialists, LLC | 6,944 | $801.2K | 0.15% | +6,944 | New |
| James Investment Research Inc | 6,774 | $782.0K | 0.10% | −820−10.8% | Reduced |
| First Hawaiian Bank | 6,690 | $771.9K | 0.03% | +1,512+29.2% | Added |
| New Mexico Educational Retirement Board | 6,500 | $750.0K | 0.04% | +100+1.6% | Added |
| ClariVest Asset Management LLC | 6,376 | $735.0K | 0.03% | +6,376 | New |
| BancorpSouth Bank | 6,326 | $729.9K | 0.07% | −88−1.4% | Reduced |
| Inceptionr LLC | 6,170 | $711.9K | 0.23% | +6,170 | New |
| ExodusPoint Capital Management, LP | 6,064 | $700.0K | 0.01% | +3,904+180.7% | Added |
| SG Americas Securities, LLC | 6,055 | $699.0K | 0.01% | −450−6.9% | Reduced |
| Zions Bancorporation, N.A. | 6,004 | $692.7K | 0.06% | +2,500+71.3% | Added |
| Legacy Wealth Asset Management, LLC | 5,947 | $686.2K | 0.25% | −704−10.6% | Reduced |
| MAI Capital Management | 5,912 | $682.1K | 0.01% | +110+1.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,819 | $671.4K | 0.00% | 00.0% | Unchanged |
| Amundi | 5,924 | $671.2K | 0.00% | +5,924 | New |
| Swedbank AB | 5,800 | $669.2K | 0.00% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 5,780 | $666.9K | 0.37% | −71−1.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,780 | $666.0K | 0.01% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 5,760 | $664.6K | 0.16% | 00.0% | Unchanged |
| Acrisure Capital Management, LLC | 5,580 | $643.8K | 0.65% | +2,421+76.6% | Added |
| Nations Financial Group Inc, | 5,434 | $627.0K | 0.07% | +213+4.1% | Added |
| Federated Hermes, Inc. | 5,370 | $619.6K | 0.00% | +390+7.8% | Added |
| Lord, Abbett & Co. LLC | 5,274 | $609.0K | 0.00% | −155,286−96.7% | Reduced |
| Handelsbanken Fonder AB | 5,237 | $604.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,196 | $599.0K | 0.01% | +1,100+26.9% | Added |
| HGK Asset Management Inc | 5,161 | $595.0K | 0.18% | −50−1.0% | Reduced |
| CI Private Wealth, LLC | 5,127 | $591.5K | 0.00% | +929+22.1% | Added |
| Engineers Gate Manager LP | 5,107 | $589.2K | 0.02% | +356+7.5% | Added |
| Captrust Financial Advisors | 5,082 | $586.4K | 0.00% | −332−6.1% | Reduced |
| Wambolt & Associates, LLC | 4,957 | $572.6K | 0.20% | +544+12.3% | Added |
| Oak Thistle LLC | 4,899 | $565.2K | 0.33% | +4,899 | New |
| PEAK6 Investments LLC | 4,868 | $561.7K | 0.04% | −4,287−46.8% | Reduced |
| Pathstone Family Office, LLC | 4,850 | $559.6K | 0.01% | −246−4.8% | Reduced |
| JustInvest LLC | 4,817 | $555.8K | 0.02% | +847+21.3% | Added |
| Angeles Wealth Management, LLC | 4,793 | $553.0K | 0.08% | 00.0% | Unchanged |
| Xponance, Inc. | 4,766 | $549.9K | 0.01% | +17+0.4% | Added |
| Cipher Capital LP | 4,724 | $545.1K | 0.10% | +4,724 | New |
| Cornerstone Investment Partners, LLC | 4,654 | $537.0K | 0.04% | −7−0.2% | Reduced |
| Prana Capital Management, LP | 4,641 | $535.5K | 0.05% | +4,641 | New |
| Buckhead Capital Management LLC | 4,537 | $523.5K | 0.12% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 4,450 | $513.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 4,428 | $511.0K | 0.05% | +4,428 | New |
| Spears Abacus Advisors LLC | 4,314 | $497.7K | 0.04% | −20−0.5% | Reduced |
| Pictet Asset Management SA | 4,304 | $496.6K | 0.00% | −401−8.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,302 | $496.3K | 0.00% | −143−3.2% | Reduced |
| Shell Asset Management Co | 4,223 | $487.0K | 0.02% | −15−0.4% | Reduced |
| New York Life Investment Management LLC | 4,220 | $486.9K | 0.01% | +4,220 | New |
| Jackson Creek Investment Advisors LLC | 4,128 | $476.0K | 0.20% | +4,128 | New |
| MML Investors Services, LLC | 4,097 | $473.0K | 0.00% | −637−13.5% | Reduced |
| Capital Impact Advisors, LLC | 4,071 | $469.7K | 0.58% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,882 | $448.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 3,834 | $442.4K | 0.00% | +161+4.4% | Added |
| Integrated Advisors Network LLC | 3,833 | $442.2K | 0.03% | +3,833 | New |
| APG Asset Management N.V. | 4,100 | $435.4K | 0.00% | +4,100 | New |
| AdvisorShares Investments LLC | 3,759 | $433.7K | 0.14% | −41−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,733 | $430.0K | 0.01% | +2,160+137.3% | Added |
| FORA Capital, LLC | 3,708 | $427.8K | 0.04% | +3,708 | New |
| We Are One Seven, LLC | 3,564 | $411.2K | 0.03% | −262−6.8% | Reduced |
| Mariner, LLC | 3,559 | $411.0K | 0.00% | +761+27.2% | Added |
| Miller Howard Investments Inc | 3,559 | $410.6K | 0.01% | +3,559 | New |
| M&T Bank Corp | 3,531 | $407.4K | 0.00% | −88−2.4% | Reduced |
| Mercer Global Advisors Inc | 3,523 | $406.0K | 0.00% | −129−3.5% | Reduced |
| Pitcairn Co | 3,392 | $391.4K | 0.04% | −97−2.8% | Reduced |
| Laffer Tengler Investments | 3,377 | $389.6K | 0.11% | −127−3.6% | Reduced |
| Virginia Retirement Systems Et Al | 3,300 | $380.8K | 0.00% | +3,300 | New |
| DuPont Capital Management Corp | 3,298 | $380.5K | 0.02% | −627−16.0% | Reduced |
| Securian Asset Management, Inc | 3,288 | $379.4K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,208 | $370.1K | 0.02% | +156+5.1% | Added |
| Summit Global Investments | 3,201 | $369.0K | 0.03% | +3,201 | New |
| Twinbeech Capital LP | 3,063 | $353.4K | 0.01% | +3,063 | New |
| Dynamic Advisor Solutions LLC | 3,049 | $351.8K | 0.02% | +114+3.9% | Added |
| Maryland State Retirement & Pension System | 3,021 | $348.6K | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 2,955 | $340.9K | 0.01% | +2,955 | New |
| Segall Bryant & Hamill, LLC | 2,920 | $336.0K | 0.00% | +845+40.7% | Added |
| DFPG Investments, LLC | 2,802 | $323.3K | 0.03% | +385+15.9% | Added |
| Nebula Research & Development LLC | 2,776 | $320.3K | 0.57% | +2,776 | New |
| O'Rourke & Company, Inc | 2,752 | $317.0K | 0.24% | +41+1.5% | Added |
| Great Lakes Advisors, LLC | 2,742 | $316.4K | 0.00% | −144−5.0% | Reduced |
| Flagship Harbor Advisors, LLC | 2,712 | $313.0K | 0.03% | −40−1.5% | Reduced |
| Cetera Investment Advisers | 2,711 | $312.8K | 0.00% | +21+0.8% | Added |
| Coldstream Capital Management Inc | 2,674 | $308.5K | 0.01% | +36+1.4% | Added |
| Allianz Asset Management GmbH | 2,614 | $301.6K | 0.00% | +2,614 | New |
| Radnor Capital Management, LLC | 2,595 | $299.0K | 0.08% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,498 | $288.2K | 0.03% | −91−3.5% | Reduced |