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