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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 7,818 | $1.08M | 0.04% | −992−11.3% | Reduced |
| Stifel Financial Corp | 7,930 | $1.09M | 0.00% | −3,438−30.2% | Reduced |
| Bank of Montreal | 7,718 | $1.12M | 0.00% | +108+1.4% | Added |
| State of Michigan Retirement System | 8,305 | $1.15M | 0.01% | −400−4.6% | Reduced |
| Riverwater Partners LLC | 8,335 | $1.15M | 1.04% | −68−0.8% | Reduced |
| Washington Trust Advisors, Inc. | 8,370 | $1.15M | 0.12% | −500−5.6% | Reduced |
| Deutsche Bank AG | 8,432 | $1.16M | 0.00% | −486−5.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,566 | $1.18M | 0.08% | −1,916−18.3% | Reduced |
| Prana Capital Management, LP | 8,810 | $1.21M | 0.08% | +4,401+99.8% | Added |
| Eagle Rock Investment Company, LLC | 9,263 | $1.28M | 0.29% | +9,263 | New |
| ExodusPoint Capital Management, LP | 9,333 | $1.29M | 0.02% | +9,333 | New |
| Dana Investment Advisors, Inc. | 9,496 | $1.31M | 0.07% | −4,590−32.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,497 | $1.31M | 0.00% | −117−1.2% | Reduced |
| Campbell Newman Asset Management Inc | 9,535 | $1.31M | 0.12% | −171−1.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,587 | $1.32M | 0.02% | −567−5.6% | Reduced |
| Qube Research & Technologies Ltd | 9,667 | $1.33M | 0.00% | −68,145−87.6% | Reduced |
| Bridge City Capital, LLC | 9,671 | $1.33M | 0.67% | −63−0.6% | Reduced |
| Quantinno Capital Management LP | 9,693 | $1.34M | 0.06% | +1,342+16.1% | Added |
| Oregon Public Employees Retirement Fund | 9,827 | $1.35M | 0.02% | −400−3.9% | Reduced |
| Toroso Investments, LLC | 9,831 | $1.36M | 0.04% | −1,195−10.8% | Reduced |
| Louisiana State Employees Retirement System | 9,900 | $1.37M | 0.03% | −400−3.9% | Reduced |
| Arizona State Retirement System | 10,372 | $1.43M | 0.01% | +72+0.7% | Added |
| Janney Montgomery Scott LLC | 10,755 | $1.48M | 0.01% | +50.0% | Added |
| Truist Financial Corp | 11,070 | $1.53M | 0.00% | −11,089−50.0% | Reduced |
| Teacher Retirement System of Texas | 11,207 | $1.54M | 0.01% | −4,057−26.6% | Reduced |
| Natixis Advisors, L.P. | 11,233 | $1.55M | 0.00% | +11,233 | New |
| Aviva PLC | 11,351 | $1.57M | 0.01% | +11,351 | New |
| EFG Asset Management (North America) Corp. | 11,441 | $1.58M | 0.37% | −2,879−20.1% | Reduced |
| Redwood Investment Management, LLC | 11,473 | $1.58M | 0.14% | +11,473 | New |
| Advisory Services Network, LLC | 11,571 | $1.60M | 0.04% | −814−6.6% | Reduced |
| Rocky Mountain Advisers, LLC | 11,900 | $1.64M | 0.80% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 12,100 | $1.67M | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 12,196 | $1.68M | 0.02% | +5,824+91.4% | Added |
| Nisa Investment Advisors, LLC | 12,330 | $1.70M | 0.01% | −2,912−19.1% | Reduced |
| APG Asset Management N.V. | 12,800 | $1.76M | 0.00% | −8,800−40.7% | Reduced |
| Cornerstone Investment Partners, LLC | 12,938 | $1.78M | 0.11% | +8,262+176.7% | Added |
| PDT Partners, LLC | 13,030 | $1.80M | 0.23% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 13,814 | $1.90M | 0.00% | −2,934−17.5% | Reduced |
| Centric Wealth Management | 13,956 | $1.92M | 0.80% | +324+2.4% | Added |
| Cerity Partners LLC | 13,966 | $1.93M | 0.01% | −318−2.2% | Reduced |
| Valley National Advisers Inc | 14,364 | $1.98M | 0.35% | −892−5.8% | Reduced |
| Advisors Capital Management, LLC | 14,952 | $2.06M | 0.05% | −67−0.4% | Reduced |
| Harbor Advisors LLC | 15,000 | $2.07M | 0.44% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 16,470 | $2.27M | 0.00% | +806+5.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 16,729 | $2.31M | 0.01% | −5,312−24.1% | Reduced |
| Yousif Capital Management, LLC | 16,921 | $2.33M | 0.03% | −1,170−6.5% | Reduced |
| Harbor Capital Advisors, Inc. | 17,359 | $2.39M | 0.52% | −3,307−16.0% | Reduced |
| Janus Henderson Group PLC | 17,670 | $2.44M | 0.00% | −10.0% | Reduced |
| Brinker Capital Investments, LLC | 18,161 | $2.50M | 0.03% | −538−2.9% | Reduced |
| Orion Portfolio Solutions, LLC | 18,161 | $2.50M | 0.03% | −538−2.9% | Reduced |
| Two Sigma Advisers, LP | 18,400 | $2.54M | 0.01% | −10,400−36.1% | Reduced |
| Guggenheim Capital LLC | 19,649 | $2.71M | 0.02% | −11,361−36.6% | Reduced |
| Monument Capital Management | 19,670 | $2.71M | 0.91% | +19,670 | New |
| Legato Capital Management LLC | 19,811 | $2.73M | 0.40% | −472−2.3% | Reduced |
| MetLife Investment Management | 19,993 | $2.76M | 0.02% | −1,156−5.5% | Reduced |
| Hancock Whitney Corp | 20,630 | $2.84M | 0.12% | +10,340+100.5% | Added |
| Voya Investment Management LLC | 20,941 | $2.89M | 0.00% | −8,572−29.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 21,000 | $2.90M | 0.55% | −5,000−19.2% | Reduced |
| State of New Jersey Common Pension Fund D | 21,117 | $2.91M | 0.01% | −1,077−4.9% | Reduced |
| US Bancorp | 21,444 | $2.96M | 0.00% | +1,226+6.1% | Added |
| Jane Street Group, LLC | 21,660 | $2.99M | 0.00% | +13,307+159.3% | Added |
| AE Wealth Management LLC | 22,401 | $3.09M | 0.02% | +8,636+62.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 22,637 | $3.12M | 0.05% | −19,763−46.6% | Reduced |
| Mutual of America Capital Management LLC | 22,733 | $3.13M | 0.04% | −2,920−11.4% | Reduced |
| Allianz Asset Management GmbH | 22,817 | $3.15M | 0.01% | +22,817 | New |
| Pinebridge Investments, L.P. | 23,031 | $3.18M | 0.04% | −18,879−45.0% | Reduced |
| Canada Pension Plan Investment Board | 23,900 | $3.30M | 0.00% | −14,400−37.6% | Reduced |
| Essex Investment Management Co LLC | 24,305 | $3.35M | 0.55% | +2,566+11.8% | Added |
| Martingale Asset Management L P | 24,807 | $3.42M | 0.07% | −12,978−34.3% | Reduced |
| Sarasin & Partners LLP | 25,000 | $3.45M | 0.04% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 25,060 | $3.46M | 0.54% | +4,160+19.9% | Added |
| Gotham Asset Management, LLC | 25,323 | $3.49M | 0.07% | −357−1.4% | Reduced |
| Public Employees Retirement System of Ohio | 25,543 | $3.52M | 0.02% | −1,650−6.1% | Reduced |
| Amalgamated Bank | 25,868 | $3.57M | 0.03% | +2,089+8.8% | Added |
| Brandywine Global Investment Management, LLC | 27,635 | $3.81M | 0.03% | +14,082+103.9% | Added |
| Treasurer of the State of North Carolina | 28,058 | $3.87M | 0.02% | +114+0.4% | Added |
| Barclays PLC | 28,293 | $3.90M | 0.00% | −2,296−7.5% | Reduced |
| Van Eck Associates Corp | 28,473 | $3.93M | 0.01% | +13,227+86.8% | Added |
| Verdence Capital Advisors LLC | 28,571 | $3.94M | 0.43% | +3,763+15.2% | Added |
| Alberta Investment Management Corp | 28,963 | $3.99M | 0.04% | +20,350+236.3% | Added |
| Morse Asset Management, Inc | 28,970 | $3.99M | 1.26% | +290+1.0% | Added |
| Great West Life Assurance Co | 29,109 | $4.01M | 0.01% | +1,234+4.4% | Added |
| Texas Permanent School Fund | 29,605 | $4.08M | 0.04% | −1,458−4.7% | Reduced |
| South Dakota Investment Council | 30,322 | $4.18M | 0.10% | −2,900−8.7% | Reduced |
| Manufacturers Life Insurance Company, The | 30,372 | $4.19M | 0.00% | +3,828+14.4% | Added |
| Alps Advisors Inc | 30,495 | $4.20M | 0.03% | −342−1.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 30,605 | $4.22M | 0.31% | +1,805+6.3% | Added |
| Advisor Group Holdings, Inc. | 34,723 | $4.79M | 0.01% | +14,483+71.6% | Added |
| Advisors Asset Management, Inc. | 35,307 | $4.87M | 0.11% | −737−2.0% | Reduced |
| State of Alaska, Department of Revenue | 35,450 | $4.89M | 0.06% | −230−0.6% | Reduced |
| Jackson Wealth Management, LLC | 35,622 | $4.91M | 0.70% | +1,716+5.1% | Added |
| State of Tennessee, Treasury Department | 35,700 | $4.92M | 0.02% | +17,767+99.1% | Added |
| Seizert Capital Partners, LLC | 36,399 | $5.02M | 0.27% | +1,078+3.1% | Added |
| GW&K Investment Management, LLC | 37,774 | $5.21M | 0.05% | −117−0.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 38,189 | $5.27M | 0.83% | −6,947−15.4% | Reduced |
| Comerica Bank | 39,706 | $5.47M | 0.03% | +39,706 | New |
| First Republic Investment Management, Inc. | 40,131 | $5.53M | 0.02% | −7,557−15.8% | Reduced |
| Walleye Capital LLC | 40,177 | $5.54M | 0.08% | +40,177 | New |
| California State Teachers Retirement System | 40,496 | $5.58M | 0.01% | −4,085−9.2% | Reduced |
| Segall Bryant & Hamill, LLC | 41,467 | $5.72M | 0.07% | +38,347+1,229.1% | Added |