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