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, Q2 2023
Institutional positions in Evercore Inc. as of Jun 30, 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
- 400
- −21 vs. Q1 2023
- Shares held
- 33.5M
- +851.0K (+2.6%) vs. Q1 2023
- Total value
- $4.14B
- +$387.1M (+10.3%) vs. Q1 2023
- New holders
- 44
- 126 more added
- Sold out
- 65
- 169 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,140,950 | $511.8M | 0.01% | +420,497+11.3% | Added |
| BlackRock Inc. | 3,229,466 | $399.1M | 0.01% | −124,875−3.7% | Reduced |
| JPMorgan Chase & Co | 1,593,797 | $197.0M | 0.02% | +16,898+1.1% | Added |
| Boston Partners | 1,488,111 | $184.9M | 0.25% | +1,091,246+275.0% | Added |
| Massachusetts Financial Services Co | 1,069,568 | $132.2M | 0.04% | +191,293+21.8% | Added |
| State Street Corp | 1,030,232 | $127.3M | 0.01% | −11,169−1.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 923,145 | $114.1M | 0.42% | +374,285+68.2% | Added |
| Dimensional Fund Advisors LP | 883,718 | $109.2M | 0.03% | −3,603−0.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 725,375 | $89.6M | 0.51% | +714+0.1% | Added |
| Morgan Stanley | 675,889 | $83.5M | 0.01% | −21,522−3.1% | Reduced |
| Primecap Management Co | 660,880 | $81.7M | 0.07% | +39,600+6.4% | Added |
| Geode Capital Management, LLC | 578,934 | $71.6M | 0.01% | −50,430−8.0% | Reduced |
| Bank of New York Mellon Corp | 518,828 | $64.1M | 0.01% | +3,589+0.7% | Added |
| Invesco Ltd. | 516,651 | $63.9M | 0.02% | +71,546+16.1% | Added |
| Bahl & Gaynor Inc | 497,032 | $61.4M | 0.37% | +20,262+4.2% | Added |
| Jacobs Levy Equity Management, Inc | 409,410 | $50.6M | 0.29% | −87,182−17.6% | Reduced |
| Norges Bank | 403,290 | $49.8M | 0.01% | +34,325+9.3% | Added |
| Fisher Asset Management, LLC | 382,469 | $47.3M | 0.03% | +26,539+7.5% | Added |
| American Century Companies Inc | 374,570 | $46.3M | 0.03% | +67,982+22.2% | Added |
| Channing Capital Management, LLC | 370,727 | $45.8M | 1.41% | +34,154+10.1% | Added |
| Franklin Resources Inc | 343,728 | $42.5M | 0.02% | +15,797+4.8% | Added |
| Clark Capital Management Group, Inc. | 322,416 | $39.8M | 0.36% | +9,299+3.0% | Added |
| Bank of America Corp | 317,247 | $39.2M | 0.00% | −20,812−6.2% | Reduced |
| Wellington Management Group LLP | 315,101 | $38.9M | 0.01% | +16,259+5.4% | Added |
| Paralel Advisors LLC | 300,000 | $37.1M | 1.98% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 281,865 | $34.8M | 0.29% | +8,241+3.0% | Added |
| First Trust Advisors LP | 281,450 | $34.8M | 0.04% | −69,877−19.9% | Reduced |
| Nuveen Asset Management, LLC | 278,919 | $34.5M | 0.01% | +3,122+1.1% | Added |
| Northern Trust Corp | 278,859 | $34.5M | 0.01% | −15,690−5.3% | Reduced |
| Schroder Investment Management Group | 271,579 | $33.6M | 0.05% | −31,673−10.4% | Reduced |
| ProShare Advisors LLC | 260,534 | $32.2M | 0.09% | −14,406−5.2% | Reduced |
| Scout Investments, Inc. | 230,626 | $31.5M | 0.64% | −4,218−1.8% | Reduced |
| Frontier Capital Management Co LLC | 249,279 | $30.8M | 0.30% | −3,617−1.4% | Reduced |
| Charles Schwab Investment Management Inc | 231,257 | $28.6M | 0.01% | +1,165+0.5% | Added |
| Renaissance Technologies LLC | 213,700 | $26.4M | 0.04% | +69,300+48.0% | Added |
| Nitorum Capital, L.P. | 199,834 | $24.7M | 2.50% | −90.0% | Reduced |
| Macquarie Group Ltd | 195,091 | $24.1M | 0.03% | +28,711+17.3% | Added |
| Epoch Investment Partners, Inc. | 193,239 | $23.9M | 0.14% | +88,378+84.3% | Added |
| STRS Ohio | 189,252 | $23.4M | 0.10% | −14,952−7.3% | Reduced |
| Glenmede Trust Co NA | 177,124 | $20.5M | 0.12% | +217+0.1% | Added |
| Goldman Sachs Group Inc | 162,222 | $20.0M | 0.01% | −38,021−19.0% | Reduced |
| Ariel Investments, LLC | 161,356 | $19.9M | 0.19% | +4,934+3.2% | Added |
| Basswood Capital Management, L.L.C. | 147,676 | $18.3M | 1.35% | +36,491+32.8% | Added |
| Millennium Management LLC | 140,834 | $17.4M | 0.02% | −697,344−83.2% | Reduced |
| Principal Financial Group Inc | 132,496 | $16.4M | 0.01% | −9,028−6.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 131,435 | $16.2M | 0.14% | +131,435 | New |
| New York State Common Retirement Fund | 131,225 | $16.2M | 0.02% | +7,086+5.7% | Added |
| UBS Asset Management Americas Inc | 139,290 | $16.1M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 128,770 | $15.9M | 0.00% | −23,506−15.4% | Reduced |
| State of Wisconsin Investment Board | 124,635 | $15.4M | 0.04% | −2,547−2.0% | Reduced |
| LMR Partners LLP | 123,037 | $15.2M | 0.35% | +123,037 | New |
| Retirement Systems of Alabama | 122,744 | $15.2M | 0.07% | −1,222−1.0% | Reduced |
| WCM Investment Management, LLC | 120,326 | $15.0M | 0.04% | +7,804+6.9% | Added |
| Fort Washington Investment Advisors Inc | 121,238 | $15.0M | 0.11% | +18,880+18.4% | Added |
| Man Group plc | 114,988 | $14.2M | 0.04% | – | – |
| Russell Investments Group, Ltd. | 111,900 | $13.8M | 0.03% | −53,039−32.2% | Reduced |
| Driehaus Capital Management LLC | 111,717 | $13.8M | 0.17% | +517+0.5% | Added |
| Rhumbline Advisers | 109,186 | $13.5M | 0.02% | +788+0.7% | Added |
| Kettle Hill Capital Management, LLC | 108,962 | $13.5M | 2.67% | −60,513−35.7% | Reduced |
| Alliancebernstein L.P. | 107,265 | $13.3M | 0.01% | −2,435−2.2% | Reduced |
| AQR Capital Management LLC | 99,582 | $12.3M | 0.03% | −24,716−19.9% | Reduced |
| Ziegler Capital Management, LLC | 99,516 | $12.3M | 0.47% | +6,900+7.5% | Added |
| Royce & Associates LP | 99,287 | $12.3M | 0.12% | −1,368−1.4% | Reduced |
| Rockefeller Capital Management L.P. | 98,907 | $12.2M | 0.05% | −6,040−5.8% | Reduced |
| Bernzott Capital Advisors | 96,864 | $12.0M | 2.58% | −5,906−5.7% | Reduced |
| Peregrine Capital Management LLC | 94,362 | $11.7M | 0.32% | −470.0% | Reduced |
| Alyeska Investment Group, L.P. | 93,277 | $11.5M | 0.09% | +93,277 | New |
| Wedge Capital Management L L P | 93,072 | $11.5M | 0.18% | −31,667−25.4% | Reduced |
| Victory Capital Management Inc | 91,744 | $11.3M | 0.01% | −2,033−2.2% | Reduced |
| TD Asset Management Inc | 87,935 | $10.9M | 0.01% | +87,935 | New |
| Ceredex Value Advisors LLC | 87,450 | $10.8M | 0.17% | +37,866+76.4% | Added |
| Grandeur Peak Global Advisors, LLC | 87,065 | $10.8M | 0.73% | +87,065 | New |
| CCM Investment Advisers LLC | 86,968 | $10.7M | 1.44% | +71+0.1% | Added |
| FMR LLC | 84,923 | $10.5M | 0.00% | +66,270+355.3% | Added |
| Legal & General Group Plc | 83,295 | $10.3M | 0.00% | +5,242+6.7% | Added |
| Wells Fargo & Company | 80,979 | $10.0M | 0.00% | −58,008−41.7% | Reduced |
| Swiss National Bank | 79,900 | $9.87M | 0.01% | +200+0.3% | Added |
| Qube Research & Technologies Ltd | 77,812 | $9.62M | 0.04% | −5,174−6.2% | Reduced |
| California Public Employees Retirement System | 77,381 | $9.56M | 0.01% | −103−0.1% | Reduced |
| Pier Capital, LLC | 75,067 | $9.28M | 1.33% | +29,868+66.1% | Added |
| Great Lakes Advisors, LLC | 71,358 | $8.82M | 0.09% | +68,616+2,502.4% | Added |
| Suvretta Capital Management, LLC | 71,051 | $8.78M | 0.47% | +71,051 | New |
| Moody Aldrich Partners LLC | 69,141 | $8.55M | 1.66% | +13,247+23.7% | Added |
| Envestnet Asset Management Inc | 66,819 | $8.26M | 0.00% | −214,495−76.2% | Reduced |
| Nicholas Investment Partners, LP | 64,691 | $8.00M | 0.55% | +21,266+49.0% | Added |
| Citadel Advisors LLC | 62,063 | $7.67M | 0.01% | +61,559+12,214.1% | Added |
| UBS Group AG | 61,373 | $7.59M | 0.00% | −2,788−4.3% | Reduced |
| First Eagle Investment Management, LLC | 59,892 | $7.40M | 0.02% | +30,004+100.4% | Added |
| Executive Wealth Management, LLC | 59,250 | $7.32M | 0.76% | +11,730+24.7% | Added |
| Ensign Peak Advisors, Inc | 59,074 | $7.30M | 0.01% | −1,430−2.4% | Reduced |
| Nordea Investment Management AB | 53,390 | $6.65M | 0.01% | −12,820−19.4% | Reduced |
| Mackenzie Financial Corp | 53,050 | $6.60M | 0.01% | −5,130−8.8% | Reduced |
| American International Group, Inc. | 53,215 | $6.58M | 0.04% | −1,924−3.5% | Reduced |
| New York State Teachers Retirement System | 51,443 | $6.36M | 0.01% | −307−0.6% | Reduced |
| SEI Investments Co | 51,400 | $6.35M | 0.01% | +796+1.6% | Added |
| Credit Suisse AG | 48,879 | $6.04M | 0.01% | +4,487+10.1% | Added |
| First Republic Investment Management, Inc. | 47,688 | $5.89M | 0.03% | −437−0.9% | Reduced |
| Royal Bank of Canada | 47,065 | $5.82M | 0.00% | −198−0.4% | Reduced |
| State Board of Administration of Florida Retirement System | 46,053 | $5.69M | 0.01% | −2,463−5.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 45,136 | $5.58M | 0.87% | +625+1.4% | Added |