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 |
|---|---|---|---|---|---|
| Ausbil Investment Management Ltd | 8,203 | $1.01M | 0.63% | −3,615−30.6% | Reduced |
| Quantinno Capital Management LP | 8,351 | $1.03M | 0.06% | −423−4.8% | Reduced |
| Jane Street Group, LLC | 8,353 | $1.03M | 0.00% | −28,493−77.3% | Reduced |
| Riverwater Partners LLC | 8,403 | $1.04M | 0.92% | +411+5.1% | Added |
| DRW Securities, LLC | 8,500 | $1.05M | 0.08% | +8,500 | New |
| Alberta Investment Management Corp | 8,613 | $1.06M | 0.01% | +8,613 | New |
| State of Michigan Retirement System | 8,705 | $1.08M | 0.01% | −300−3.3% | Reduced |
| Ameritas Investment Partners, Inc. | 8,810 | $1.09M | 0.04% | −287−3.2% | Reduced |
| Asset Management One Co.,Ltd. | 8,844 | $1.09M | 0.00% | −2,674−23.2% | Reduced |
| Washington Trust Advisors, Inc. | 8,870 | $1.10M | 0.11% | 00.0% | Unchanged |
| Deutsche Bank AG | 8,918 | $1.10M | 0.00% | +522+6.2% | Added |
| Cinctive Capital Management LP | 8,966 | $1.11M | 0.04% | +8,966 | New |
| Citigroup Inc | 8,974 | $1.11M | 0.00% | −2,683−23.0% | Reduced |
| Marshall Wace, LLP | 9,009 | $1.11M | 0.00% | +9,009 | New |
| Thrivent Financial for Lutherans | 9,106 | $1.13M | 0.00% | −324−3.4% | Reduced |
| Kingsview Wealth Management, LLC | 9,272 | $1.15M | 0.04% | +9,272 | New |
| Northwestern Mutual Wealth Management Co | 9,614 | $1.19M | 0.00% | −96−1.0% | Reduced |
| Campbell Newman Asset Management Inc | 9,706 | $1.20M | 0.11% | +211+2.2% | Added |
| Bridge City Capital, LLC | 9,734 | $1.20M | 0.57% | +5+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 10,154 | $1.25M | 0.02% | −5,302−34.3% | Reduced |
| Oregon Public Employees Retirement Fund | 10,227 | $1.26M | 0.02% | −200−1.9% | Reduced |
| Hancock Whitney Corp | 10,290 | $1.27M | 0.05% | +10,290 | New |
| Arizona State Retirement System | 10,300 | $1.27M | 0.01% | −390−3.6% | Reduced |
| Louisiana State Employees Retirement System | 10,300 | $1.27M | 0.03% | +800+8.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,482 | $1.29M | 0.08% | −31−0.3% | Reduced |
| Janney Montgomery Scott LLC | 10,750 | $1.33M | 0.00% | +1,500+16.2% | Added |
| Toroso Investments, LLC | 11,026 | $1.36M | 0.04% | −617−5.3% | Reduced |
| Rocky Mountain Advisers, LLC | 11,900 | $1.37M | 0.73% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,368 | $1.40M | 0.00% | −4,224−27.1% | Reduced |
| Two Sigma Investments, LP | 12,100 | $1.50M | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 12,113 | $1.50M | 0.00% | −4,430−26.8% | Reduced |
| Advisory Services Network, LLC | 12,385 | $1.53M | 0.04% | −18−0.1% | Reduced |
| BNP Paribas Arbitrage, SA | 12,558 | $1.55M | 0.00% | −8,499−40.4% | Reduced |
| PDT Partners, LLC | 13,030 | $1.61M | 0.22% | 00.0% | Unchanged |
| Centric Wealth Management | 13,632 | $1.65M | 0.66% | +569+4.4% | Added |
| Brandywine Global Investment Management, LLC | 13,553 | $1.68M | 0.01% | −60,514−81.7% | Reduced |
| TCW Group Inc | 13,679 | $1.69M | 0.02% | +13,679 | New |
| Vident Investment Advisory, LLC | 13,713 | $1.69M | 0.06% | −409−2.9% | Reduced |
| AE Wealth Management LLC | 13,765 | $1.70M | 0.01% | +3,844+38.7% | Added |
| Dana Investment Advisors, Inc. | 14,086 | $1.74M | 0.09% | −289−2.0% | Reduced |
| Cerity Partners LLC | 14,284 | $1.77M | 0.01% | +361+2.6% | Added |
| EFG Asset Management (North America) Corp. | 14,320 | $1.77M | 0.38% | +6,390+80.6% | Added |
| Ergoteles LLC | 14,727 | $1.82M | 0.09% | −50,552−77.4% | Reduced |
| Harbor Advisors LLC | 15,000 | $1.85M | 0.39% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 15,019 | $1.86M | 0.04% | +13+0.1% | Added |
| Nisa Investment Advisors, LLC | 15,242 | $1.88M | 0.01% | −1,281−7.8% | Reduced |
| Van Eck Associates Corp | 15,246 | $1.88M | 0.00% | +3,808+33.3% | Added |
| Teacher Retirement System of Texas | 15,264 | $1.89M | 0.01% | +1,005+7.0% | Added |
| Valley National Advisers Inc | 15,256 | $1.89M | 0.32% | −813−5.1% | Reduced |
| Price T Rowe Associates Inc | 15,664 | $1.94M | 0.00% | −207−1.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 16,748 | $2.07M | 0.00% | −145,974−89.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,054 | $2.11M | 0.02% | +961+6.0% | Added |
| Janus Henderson Group PLC | 17,671 | $2.18M | 0.00% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 17,916 | $2.21M | 0.01% | +17,916 | New |
| State of Tennessee, Treasury Department | 17,933 | $2.22M | 0.01% | −4,689−20.7% | Reduced |
| Yousif Capital Management, LLC | 18,091 | $2.24M | 0.03% | −825−4.4% | Reduced |
| Brinker Capital Investments, LLC | 18,699 | $2.31M | 0.02% | −838−4.3% | Reduced |
| Orion Portfolio Solutions, LLC | 18,699 | $2.31M | 0.02% | −838−4.3% | Reduced |
| APG Asset Management N.V. | 21,600 | $2.45M | 0.00% | +17,500+426.8% | Added |
| US Bancorp | 20,218 | $2.50M | 0.00% | +1,571+8.4% | Added |
| Advisor Group Holdings, Inc. | 20,240 | $2.50M | 0.00% | +234+1.2% | Added |
| Legato Capital Management LLC | 20,283 | $2.51M | 0.34% | +5,569+37.8% | Added |
| Harbor Capital Advisors, Inc. | 20,666 | $2.55M | 0.51% | +20,666 | New |
| Genus Capital Management Inc. | 20,900 | $2.58M | 0.38% | +20,900 | New |
| MetLife Investment Management | 21,149 | $2.61M | 0.02% | −776−3.5% | Reduced |
| Essex Investment Management Co LLC | 21,739 | $2.69M | 0.38% | +3,066+16.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 22,041 | $2.72M | 0.01% | +1,359+6.6% | Added |
| Truist Financial Corp | 22,159 | $2.74M | 0.00% | −438−1.9% | Reduced |
| State of New Jersey Common Pension Fund D | 22,194 | $2.74M | 0.01% | +3,085+16.1% | Added |
| Brookfield Asset Management Inc. | 23,484 | $2.90M | 0.01% | −5,207−18.1% | Reduced |
| Amalgamated Bank | 23,779 | $2.94M | 0.02% | −906−3.7% | Reduced |
| Verdence Capital Advisors LLC | 24,808 | $3.07M | 0.36% | −221−0.9% | Reduced |
| Sarasin & Partners LLP | 25,000 | $3.09M | 0.04% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 25,653 | $3.17M | 0.04% | −3,156−11.0% | Reduced |
| Gotham Asset Management, LLC | 25,680 | $3.17M | 0.07% | −2,264−8.1% | Reduced |
| Hussman Strategic Advisors, Inc. | 26,000 | $3.21M | 0.59% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 26,544 | $3.28M | 0.00% | −1,338−4.8% | Reduced |
| Public Employees Retirement System of Ohio | 27,193 | $3.36M | 0.01% | −7,781−22.2% | Reduced |
| Great West Life Assurance Co | 27,875 | $3.45M | 0.01% | −2,739−8.9% | Reduced |
| Treasurer of the State of North Carolina | 27,944 | $3.45M | 0.02% | −693−2.4% | Reduced |
| Morse Asset Management, Inc | 28,680 | $3.54M | 1.08% | +426+1.5% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 28,800 | $3.56M | 0.25% | +1,285+4.7% | Added |
| Two Sigma Advisers, LP | 28,800 | $3.56M | 0.01% | −5,400−15.8% | Reduced |
| Voya Investment Management LLC | 29,513 | $3.65M | 0.00% | −3,190−9.8% | Reduced |
| Barclays PLC | 30,589 | $3.78M | 0.00% | +2,989+10.8% | Added |
| Alps Advisors Inc | 30,837 | $3.81M | 0.03% | +9,609+45.3% | Added |
| Guggenheim Capital LLC | 31,010 | $3.83M | 0.03% | −4,935−13.7% | Reduced |
| Texas Permanent School Fund | 31,063 | $3.84M | 0.04% | −981−3.1% | Reduced |
| South Dakota Investment Council | 33,222 | $4.11M | 0.09% | −13,935−29.6% | Reduced |
| Jackson Wealth Management, LLC | 33,906 | $4.19M | 0.62% | +33,906 | New |
| Seizert Capital Partners, LLC | 35,321 | $4.37M | 0.23% | −2,017−5.4% | Reduced |
| State of Alaska, Department of Revenue | 35,680 | $4.41M | 0.05% | −550−1.5% | Reduced |
| Advisors Asset Management, Inc. | 36,044 | $4.45M | 0.09% | −1,229−3.3% | Reduced |
| Martingale Asset Management L P | 37,785 | $4.67M | 0.09% | −13,441−26.2% | Reduced |
| GW&K Investment Management, LLC | 37,891 | $4.68M | 0.04% | +67+0.2% | Added |
| Canada Pension Plan Investment Board | 38,300 | $4.73M | 0.01% | −4,500−10.5% | Reduced |
| Pinebridge Investments, L.P. | 41,910 | $5.18M | 0.06% | +32,566+348.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 42,400 | $5.24M | 0.07% | +22,640+114.6% | Added |
| California State Teachers Retirement System | 44,581 | $5.51M | 0.01% | −1,829−3.9% | Reduced |
| Raymond James & Associates | 44,787 | $5.54M | 0.00% | +2,808+6.7% | Added |