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 |
|---|---|---|---|---|---|
| Sparta 24 Ltd. | 0 | $0 | 0.00% | −245,400−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −135,657−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −114,401−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −93,708−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −68,521−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −36,398−100.0% | Sold out |
| Mesirow Institutional Investment Management, Inc. | 0 | $0 | 0.00% | −25,965−100.0% | Sold out |
| Castellan Group, LLC | 0 | $0 | 0.00% | −24,495−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −22,557−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −19,853−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −14,323−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −13,384−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −12,413−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −12,153−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −11,617−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,376−100.0% | Sold out |
| Virtus Family Office LLC | 0 | $0 | 0.00% | −11,352−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −10,920−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,602−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −6,944−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −6,064−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −5,924−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −5,580−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,107−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −4,899−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −4,724−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,428−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −4,128−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −3,833−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −3,759−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −3,523−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −3,201−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −3,063−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −2,955−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −2,776−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −2,614−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −2,347−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,967−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −1,884−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −1,877−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −1,787−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −731−100.0% | Sold out |
| Virtus Fund Advisers, LLC | 0 | $0 | 0.00% | −476−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −351−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −318−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |