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, Q3 2023
Institutional positions in Evercore Inc. as of Sep 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
- 398
- +1 vs. Q2 2023
- Shares held
- 33.2M
- −325.8K (−1.0%) vs. Q2 2023
- Total value
- $4.59B
- +$444.9M (+10.7%) vs. Q2 2023
- New holders
- 53
- 126 more added
- Sold out
- 52
- 168 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,815,399 | $526.1M | 0.01% | −325,551−7.9% | Reduced |
| BlackRock Inc. | 3,168,520 | $436.9M | 0.01% | −60,946−1.9% | Reduced |
| Boston Partners | 1,493,113 | $205.3M | 0.28% | +5,002+0.3% | Added |
| JPMorgan Chase & Co | 1,385,225 | $191.0M | 0.02% | −208,572−13.1% | Reduced |
| Massachusetts Financial Services Co | 1,070,915 | $147.7M | 0.05% | +1,347+0.1% | Added |
| State Street Corp | 1,044,577 | $144.0M | 0.01% | +14,345+1.4% | Added |
| Millennium Management LLC | 1,035,553 | $142.8M | 0.15% | +894,719+635.3% | Added |
| Dimensional Fund Advisors LP | 898,382 | $123.9M | 0.04% | +14,664+1.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 722,563 | $99.6M | 0.57% | −2,812−0.4% | Reduced |
| Morgan Stanley | 699,856 | $96.5M | 0.01% | +23,967+3.5% | Added |
| Invesco Ltd. | 657,207 | $90.6M | 0.02% | +140,556+27.2% | Added |
| Primecap Management Co | 656,880 | $90.6M | 0.08% | −4,000−0.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 595,373 | $82.1M | 0.31% | −327,772−35.5% | Reduced |
| Geode Capital Management, LLC | 586,619 | $80.9M | 0.01% | +7,685+1.3% | Added |
| Bahl & Gaynor Inc | 520,222 | $71.7M | 0.46% | +23,190+4.7% | Added |
| Bank of New York Mellon Corp | 508,048 | $70.0M | 0.02% | −10,780−2.1% | Reduced |
| American Century Companies Inc | 504,008 | $69.5M | 0.05% | +129,438+34.6% | Added |
| Channing Capital Management, LLC | 417,428 | $57.6M | 1.90% | +46,701+12.6% | Added |
| Norges Bank | 393,889 | $54.3M | 0.01% | −9,401−2.3% | Reduced |
| Fisher Asset Management, LLC | 361,266 | $49.8M | 0.03% | −21,203−5.5% | Reduced |
| Schroder Investment Management Group | 343,245 | $47.3M | 0.07% | +71,666+26.4% | Added |
| Franklin Resources Inc | 332,171 | $45.8M | 0.02% | −11,557−3.4% | Reduced |
| Scout Investments, Inc. | 341,068 | $45.8M | 1.05% | +110,442+47.9% | Added |
| Jacobs Levy Equity Management, Inc | 314,575 | $43.4M | 0.26% | −94,835−23.2% | Reduced |
| Boston Trust Walden Corp | 300,048 | $41.4M | 0.35% | +18,183+6.5% | Added |
| Paralel Advisors LLC | 300,000 | $41.4M | 2.29% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 280,148 | $38.6M | 0.25% | +86,909+45.0% | Added |
| Nuveen Asset Management, LLC | 277,511 | $38.3M | 0.01% | −1,408−0.5% | Reduced |
| Northern Trust Corp | 271,613 | $37.5M | 0.01% | −7,246−2.6% | Reduced |
| ProShare Advisors LLC | 252,337 | $34.8M | 0.11% | −8,197−3.1% | Reduced |
| Charles Schwab Investment Management Inc | 249,767 | $34.4M | 0.01% | +18,510+8.0% | Added |
| Frontier Capital Management Co LLC | 248,291 | $34.2M | 0.38% | −988−0.4% | Reduced |
| First Trust Advisors LP | 248,127 | $34.2M | 0.04% | −33,323−11.8% | Reduced |
| Clark Capital Management Group, Inc. | 240,883 | $33.2M | 0.33% | −81,533−25.3% | Reduced |
| Bank of America Corp | 228,982 | $31.6M | 0.00% | −88,265−27.8% | Reduced |
| STRS Ohio | 215,443 | $29.7M | 0.13% | +26,191+13.8% | Added |
| Driehaus Capital Management LLC | 210,258 | $29.0M | 0.38% | +98,541+88.2% | Added |
| Macquarie Group Ltd | 195,885 | $27.0M | 0.03% | +794+0.4% | Added |
| Nitorum Capital, L.P. | 173,479 | $23.9M | 2.62% | −26,355−13.2% | Reduced |
| Ariel Investments, LLC | 164,835 | $22.7M | 0.24% | +3,479+2.2% | Added |
| Wellington Management Group LLP | 160,992 | $22.2M | 0.00% | −154,109−48.9% | Reduced |
| Goldman Sachs Group Inc | 146,121 | $20.1M | 0.01% | −16,101−9.9% | Reduced |
| New York State Common Retirement Fund | 145,252 | $20.0M | 0.03% | +14,027+10.7% | Added |
| Glenmede Trust Co NA | 138,474 | $19.1M | 0.11% | −38,650−21.8% | Reduced |
| Balyasny Asset Management LLC | 132,757 | $18.3M | 0.05% | +132,757 | New |
| Principal Financial Group Inc | 128,651 | $17.7M | 0.01% | −3,845−2.9% | Reduced |
| Basswood Capital Management, L.L.C. | 125,971 | $17.4M | 1.32% | −21,705−14.7% | Reduced |
| WCM Investment Management, LLC | 123,635 | $17.0M | 0.05% | +3,309+2.8% | Added |
| UBS Asset Management Americas Inc | 123,618 | $17.0M | 0.01% | −15,672−11.3% | Reduced |
| Ameriprise Financial Inc | 122,468 | $16.9M | 0.01% | −6,302−4.9% | Reduced |
| Retirement Systems of Alabama | 120,804 | $16.7M | 0.08% | −1,940−1.6% | Reduced |
| Alyeska Investment Group, L.P. | 120,237 | $16.6M | 0.11% | +26,960+28.9% | Added |
| TD Asset Management Inc | 113,670 | $15.7M | 0.02% | +25,735+29.3% | Added |
| State of Wisconsin Investment Board | 112,233 | $15.5M | 0.05% | −12,402−10.0% | Reduced |
| Rhumbline Advisers | 108,068 | $14.9M | 0.02% | −1,118−1.0% | Reduced |
| Fort Washington Investment Advisors Inc | 107,878 | $14.9M | 0.11% | −13,360−11.0% | Reduced |
| Russell Investments Group, Ltd. | 104,769 | $14.4M | 0.03% | −7,131−6.4% | Reduced |
| Lazard Asset Management LLC | 104,730 | $14.4M | 0.02% | +104,730 | New |
| Man Group plc | – | $14.4M | 0.04% | – | – |
| Alliancebernstein L.P. | 102,400 | $14.1M | 0.01% | −4,865−4.5% | Reduced |
| Grandeur Peak Global Advisors, LLC | 97,139 | $13.4M | 1.01% | +10,074+11.6% | Added |
| Great Lakes Advisors, LLC | 93,099 | $12.8M | 0.12% | +21,741+30.5% | Added |
| Rockefeller Capital Management L.P. | 92,921 | $12.8M | 0.05% | −5,986−6.1% | Reduced |
| Victory Capital Management Inc | 90,652 | $12.5M | 0.01% | −1,092−1.2% | Reduced |
| Peregrine Capital Management LLC | 88,718 | $12.2M | 0.37% | −5,644−6.0% | Reduced |
| Ziegler Capital Management, LLC | 88,309 | $12.2M | 0.49% | −11,207−11.3% | Reduced |
| Royce & Associates LP | 87,841 | $12.1M | 0.12% | −11,446−11.5% | Reduced |
| CCM Investment Advisers LLC | 86,558 | $11.9M | 1.65% | −410−0.5% | Reduced |
| FMR LLC | 86,155 | $11.9M | 0.00% | +1,232+1.5% | Added |
| Envestnet Asset Management Inc | 81,353 | $11.2M | 0.01% | +14,534+21.8% | Added |
| Ceredex Value Advisors LLC | 80,800 | $11.1M | 0.20% | −6,650−7.6% | Reduced |
| Moody Aldrich Partners LLC | 80,661 | $11.1M | 2.11% | +11,520+16.7% | Added |
| California Public Employees Retirement System | 80,238 | $11.1M | 0.01% | +2,857+3.7% | Added |
| Swiss National Bank | 80,100 | $11.0M | 0.01% | +200+0.3% | Added |
| Nicholas Investment Partners, LP | 79,375 | $10.9M | 0.82% | +14,684+22.7% | Added |
| Wells Fargo & Company | 79,279 | $10.9M | 0.00% | −1,700−2.1% | Reduced |
| Legal & General Group Plc | 78,079 | $10.8M | 0.00% | −5,216−6.3% | Reduced |
| Pier Capital, LLC | 74,058 | $10.2M | 1.65% | −1,009−1.3% | Reduced |
| AQR Capital Management LLC | 69,261 | $9.55M | 0.02% | −30,321−30.4% | Reduced |
| Renaissance Technologies LLC | 67,000 | $9.24M | 0.02% | −146,700−68.6% | Reduced |
| Squarepoint Ops LLC | 64,982 | $8.96M | 0.04% | +57,347+751.1% | Added |
| Thrivent Financial for Lutherans | 64,418 | $8.88M | 0.02% | +55,312+607.4% | Added |
| Bernzott Capital Advisors | 61,325 | $8.46M | 2.91% | −35,539−36.7% | Reduced |
| First Eagle Investment Management, LLC | 60,424 | $8.33M | 0.02% | +532+0.9% | Added |
| Executive Wealth Management, LLC | 60,290 | $8.31M | 0.86% | +1,040+1.8% | Added |
| Bridgewater Associates, LP | 59,354 | $8.18M | 0.05% | +41,438+231.3% | Added |
| UBS Group AG | 55,951 | $7.71M | 0.00% | −5,422−8.8% | Reduced |
| SEI Investments Co | 53,728 | $7.41M | 0.01% | +2,328+4.5% | Added |
| Nordea Investment Management AB | 52,482 | $7.30M | 0.01% | −908−1.7% | Reduced |
| Credit Suisse AG | 52,793 | $7.28M | 0.01% | +3,914+8.0% | Added |
| New York State Teachers Retirement System | 51,243 | $7.07M | 0.02% | −200−0.4% | Reduced |
| Royal Bank of Canada | 49,688 | $6.85M | 0.00% | +2,623+5.6% | Added |
| Wedge Capital Management L L P | 49,210 | $6.79M | 0.13% | −43,862−47.1% | Reduced |
| American International Group, Inc. | 49,118 | $6.77M | 0.04% | −4,097−7.7% | Reduced |
| Castleark Management LLC | 48,260 | $6.65M | 0.34% | +48,260 | New |
| Raymond James & Associates | 46,806 | $6.45M | 0.01% | +2,019+4.5% | Added |
| State Board of Administration of Florida Retirement System | 46,103 | $6.36M | 0.01% | +50+0.1% | Added |
| Ensign Peak Advisors, Inc | 41,803 | $5.76M | 0.01% | −17,271−29.2% | Reduced |
| Segall Bryant & Hamill, LLC | 41,467 | $5.72M | 0.07% | +38,347+1,229.1% | Added |
| California State Teachers Retirement System | 40,496 | $5.58M | 0.01% | −4,085−9.2% | Reduced |