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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 7,841 | $969.1K | 0.03% | −87−1.1% | Reduced |
| Bank of Montreal | 7,610 | $959.4K | 0.00% | −1,626−17.6% | Reduced |
| Squarepoint Ops LLC | 7,635 | $943.6K | 0.01% | −33,604−81.5% | Reduced |
| Kendall Capital Management | 7,540 | $932.0K | 0.41% | −405−5.1% | Reduced |
| HSBC Holdings PLC | 7,499 | $930.9K | 0.00% | −1,339−15.2% | Reduced |
| TownSquare Capital, LLC | 7,488 | $925.5K | 0.02% | +181+2.5% | Added |
| New Mexico Educational Retirement Board | 7,300 | $902.0K | 0.04% | +800+12.3% | Added |
| Pearl River Capital, LLC | 7,147 | $883.3K | 0.14% | −2,770−27.9% | Reduced |
| Fifth Third Bancorp | 7,077 | $874.6K | 0.00% | +47+0.7% | Added |
| James Investment Research Inc | 6,774 | $837.2K | 0.11% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 6,729 | $831.6K | 0.23% | −304−4.3% | Reduced |
| First Hawaiian Bank | 6,670 | $824.3K | 0.03% | −20−0.3% | Reduced |
| Los Angeles Capital Management LLC | 6,410 | $792.2K | 0.00% | −2,196−25.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,372 | $787.0K | 0.01% | +592+10.2% | Added |
| Globeflex Capital L P | 6,342 | $783.8K | 0.09% | −1,039−14.1% | Reduced |
| Pacer Advisors, Inc. | 6,200 | $766.3K | 0.00% | +6,200 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,172 | $762.8K | 0.00% | +353+6.1% | Added |
| Crossmark Global Holdings, Inc. | 5,654 | $758.0K | 0.02% | +458+8.8% | Added |
| DGS Capital Management, LLC | 6,013 | $743.1K | 0.37% | +233+4.0% | Added |
| BancorpSouth Bank | 5,988 | $740.1K | 0.06% | −338−5.3% | Reduced |
| ClariVest Asset Management LLC | 5,976 | $738.0K | 0.04% | −400−6.3% | Reduced |
| Lord, Abbett & Co. LLC | 5,887 | $728.0K | 0.00% | +613+11.6% | Added |
| Legacy Wealth Asset Management, LLC | 5,843 | $722.1K | 0.25% | −104−1.7% | Reduced |
| Swedbank AB | 5,800 | $716.8K | 0.00% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 5,760 | $711.9K | 0.16% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5,580 | $689.6K | 0.06% | −424−7.1% | Reduced |
| SG Americas Securities, LLC | 5,550 | $686.0K | 0.01% | −505−8.3% | Reduced |
| Nations Financial Group Inc, | 5,451 | $673.7K | 0.07% | +17+0.3% | Added |
| Winton Group Ltd | 5,421 | $670.0K | 0.06% | −5,628−50.9% | Reduced |
| Handelsbanken Fonder AB | 5,237 | $647.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 5,211 | $644.0K | 0.00% | −159−3.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 5,091 | $629.2K | 0.00% | +789+18.3% | Added |
| Captrust Financial Advisors | 5,076 | $627.4K | 0.00% | −6−0.1% | Reduced |
| Wambolt & Associates, LLC | 5,075 | $627.3K | 0.22% | +118+2.4% | Added |
| JustInvest LLC | 5,056 | $624.9K | 0.02% | +239+5.0% | Added |
| Pathstone Family Office, LLC | 4,838 | $597.9K | 0.01% | −12−0.2% | Reduced |
| Angeles Wealth Management, LLC | 4,793 | $592.4K | 0.08% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 4,690 | $579.5K | 0.26% | −6,563−58.3% | Reduced |
| Cornerstone Investment Partners, LLC | 4,676 | $577.9K | 0.04% | +22+0.5% | Added |
| Buckhead Capital Management LLC | 4,537 | $560.7K | 0.13% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 4,450 | $550.0K | 0.01% | 00.0% | Unchanged |
| Prana Capital Management, LP | 4,409 | $544.9K | 0.04% | −232−5.0% | Reduced |
| CI Private Wealth, LLC | 4,393 | $542.9K | 0.00% | −734−14.3% | Reduced |
| HGK Asset Management Inc | 4,336 | $536.0K | 0.17% | −825−16.0% | Reduced |
| Xponance, Inc. | 4,331 | $535.3K | 0.01% | −435−9.1% | Reduced |
| Pictet Asset Management SA | 4,304 | $531.9K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 4,288 | $530.0K | 0.58% | +217+5.3% | Added |
| Cetera Advisor Networks LLC | 4,231 | $522.9K | 0.00% | +2,456+138.4% | Added |
| Shell Asset Management Co | 4,199 | $519.0K | 0.02% | −24−0.6% | Reduced |
| Bokf, NA | 4,116 | $508.7K | 0.01% | +4,116 | New |
| Hillsdale Investment Management Inc. | 3,995 | $493.7K | 0.05% | +3,995 | New |
| MML Investors Services, LLC | 3,942 | $487.0K | 0.00% | −155−3.8% | Reduced |
| Mariner, LLC | 3,930 | $485.7K | 0.00% | +371+10.4% | Added |
| Wright Investors Service Inc | 3,895 | $481.4K | 0.14% | −3,249−45.5% | Reduced |
| Spears Abacus Advisors LLC | 3,894 | $481.3K | 0.04% | −420−9.7% | Reduced |
| Public Employees Retirement Association of Colorado | 3,882 | $480.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 3,933 | $480.0K | 0.00% | +1,788+83.4% | Added |
| AIA Group Ltd | 3,835 | $474.0K | 0.02% | +3,835 | New |
| Tudor Investment Corp Et Al | 3,641 | $450.0K | 0.01% | +1,342+58.4% | Added |
| DFPG Investments, LLC | 3,217 | $448.3K | 0.04% | +415+14.8% | Added |
| Miller Howard Investments Inc | 3,596 | $444.4K | 0.02% | +37+1.0% | Added |
| We Are One Seven, LLC | 3,578 | $442.2K | 0.04% | +14+0.4% | Added |
| New York Life Investment Management LLC | 3,572 | $441.5K | 0.00% | −648−15.4% | Reduced |
| Donoghue Forlines LLC | 3,549 | $438.6K | 0.14% | +3,549 | New |
| Susquehanna International Group, LLP | 3,547 | $438.4K | 0.00% | −20,176−85.0% | Reduced |
| Quantamental Technologies LLC | 3,452 | $426.6K | 0.18% | +3,452 | New |
| LPL Financial LLC | 3,419 | $422.5K | 0.00% | −415−10.8% | Reduced |
| Laffer Tengler Investments | 3,388 | $418.7K | 0.11% | +11+0.3% | Added |
| Vestcor Inc | 3,349 | $414.0K | 0.02% | −22,588−87.1% | Reduced |
| Pitcairn Co | 3,347 | $413.7K | 0.03% | −45−1.3% | Reduced |
| Dynamic Advisor Solutions LLC | 3,347 | $413.7K | 0.02% | +298+9.8% | Added |
| M&T Bank Corp | 3,335 | $412.2K | 0.00% | −196−5.6% | Reduced |
| Dakota Wealth Management | 3,202 | $395.7K | 0.02% | −6−0.2% | Reduced |
| Securian Asset Management, Inc | 3,143 | $388.4K | 0.01% | −145−4.4% | Reduced |
| Segall Bryant & Hamill, LLC | 3,120 | $385.6K | 0.00% | +200+6.8% | Added |
| Centiva Capital, LP | 3,069 | $379.3K | 0.02% | −7,856−71.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,064 | $378.7K | 0.00% | +3,064 | New |
| DuPont Capital Management Corp | 2,961 | $365.9K | 0.02% | −337−10.2% | Reduced |
| O'Rourke & Company, Inc | 2,882 | $356.0K | 0.25% | +130+4.7% | Added |
| MAI Capital Management | 2,872 | $355.0K | 0.01% | −3,040−51.4% | Reduced |
| Teza Capital Management LLC | 2,833 | $350.1K | 0.06% | +2,833 | New |
| Inceptionr LLC | 2,739 | $338.5K | 0.18% | −3,431−55.6% | Reduced |
| Maryland State Retirement & Pension System | 2,716 | $335.7K | 0.01% | −305−10.1% | Reduced |
| Coldstream Capital Management Inc | 2,674 | $330.5K | 0.01% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 2,645 | $327.0K | 0.14% | +50+1.9% | Added |
| Flagship Harbor Advisors, LLC | 2,588 | $319.8K | 0.03% | −124−4.6% | Reduced |
| Verition Fund Management LLC | 2,571 | $317.8K | 0.00% | +2,571 | New |
| CWM Advisors, LLC | 2,525 | $312.1K | 0.04% | +161+6.8% | Added |
| Lane & Associates LLC | 2,464 | $304.5K | 0.24% | +329+15.4% | Added |
| Yorktown Management & Research Co Inc | 2,375 | $293.5K | 0.32% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 2,372 | $293.2K | 0.13% | −49−2.0% | Reduced |
| Keybank National Association | 2,371 | $293.0K | 0.00% | +122+5.4% | Added |
| Baird Financial Group, Inc. | 2,351 | $290.6K | 0.00% | +46+2.0% | Added |
| Mount Yale Investment Advisors, LLC | 2,332 | $288.2K | 0.03% | −166−6.6% | Reduced |
| Tremblant Capital Group | 2,267 | $280.2K | 0.03% | 00.0% | Unchanged |
| Intrust Bank NA | 2,189 | $270.5K | 0.03% | −29−1.3% | Reduced |
| PFS Investments Inc. | 2,185 | $270.0K | 0.00% | +171+8.5% | Added |
| Tower Research Capital LLC (TRC) | 2,117 | $261.6K | 0.01% | −1,616−43.3% | Reduced |
| Cresset Asset Management, LLC | 2,098 | $259.3K | 0.00% | +2,098 | New |
| Vestmark Advisory Solutions, Inc. | 2,091 | $258.5K | 0.01% | +77+3.8% | Added |