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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 41,803 | $5.76M | 0.01% | −17,271−29.2% | Reduced |
| State Board of Administration of Florida Retirement System | 46,103 | $6.36M | 0.01% | +50+0.1% | Added |
| Raymond James & Associates | 46,806 | $6.45M | 0.01% | +2,019+4.5% | Added |
| Castleark Management LLC | 48,260 | $6.65M | 0.34% | +48,260 | New |
| American International Group, Inc. | 49,118 | $6.77M | 0.04% | −4,097−7.7% | Reduced |
| Wedge Capital Management L L P | 49,210 | $6.79M | 0.13% | −43,862−47.1% | Reduced |
| Royal Bank of Canada | 49,688 | $6.85M | 0.00% | +2,623+5.6% | Added |
| New York State Teachers Retirement System | 51,243 | $7.07M | 0.02% | −200−0.4% | Reduced |
| Credit Suisse AG | 52,793 | $7.28M | 0.01% | +3,914+8.0% | Added |
| Nordea Investment Management AB | 52,482 | $7.30M | 0.01% | −908−1.7% | Reduced |
| SEI Investments Co | 53,728 | $7.41M | 0.01% | +2,328+4.5% | Added |
| UBS Group AG | 55,951 | $7.71M | 0.00% | −5,422−8.8% | Reduced |
| Bridgewater Associates, LP | 59,354 | $8.18M | 0.05% | +41,438+231.3% | Added |
| Executive Wealth Management, LLC | 60,290 | $8.31M | 0.86% | +1,040+1.8% | Added |
| First Eagle Investment Management, LLC | 60,424 | $8.33M | 0.02% | +532+0.9% | Added |
| Bernzott Capital Advisors | 61,325 | $8.46M | 2.91% | −35,539−36.7% | Reduced |
| Thrivent Financial for Lutherans | 64,418 | $8.88M | 0.02% | +55,312+607.4% | Added |
| Squarepoint Ops LLC | 64,982 | $8.96M | 0.04% | +57,347+751.1% | Added |
| Renaissance Technologies LLC | 67,000 | $9.24M | 0.02% | −146,700−68.6% | Reduced |
| AQR Capital Management LLC | 69,261 | $9.55M | 0.02% | −30,321−30.4% | Reduced |
| Pier Capital, LLC | 74,058 | $10.2M | 1.65% | −1,009−1.3% | Reduced |
| Legal & General Group Plc | 78,079 | $10.8M | 0.00% | −5,216−6.3% | Reduced |
| Wells Fargo & Company | 79,279 | $10.9M | 0.00% | −1,700−2.1% | Reduced |
| Nicholas Investment Partners, LP | 79,375 | $10.9M | 0.82% | +14,684+22.7% | Added |
| Swiss National Bank | 80,100 | $11.0M | 0.01% | +200+0.3% | Added |
| California Public Employees Retirement System | 80,238 | $11.1M | 0.01% | +2,857+3.7% | Added |
| Moody Aldrich Partners LLC | 80,661 | $11.1M | 2.11% | +11,520+16.7% | Added |
| Ceredex Value Advisors LLC | 80,800 | $11.1M | 0.20% | −6,650−7.6% | Reduced |
| Envestnet Asset Management Inc | 81,353 | $11.2M | 0.01% | +14,534+21.8% | Added |
| FMR LLC | 86,155 | $11.9M | 0.00% | +1,232+1.5% | Added |
| CCM Investment Advisers LLC | 86,558 | $11.9M | 1.65% | −410−0.5% | Reduced |
| Royce & Associates LP | 87,841 | $12.1M | 0.12% | −11,446−11.5% | Reduced |
| Ziegler Capital Management, LLC | 88,309 | $12.2M | 0.49% | −11,207−11.3% | Reduced |
| Peregrine Capital Management LLC | 88,718 | $12.2M | 0.37% | −5,644−6.0% | Reduced |
| Victory Capital Management Inc | 90,652 | $12.5M | 0.01% | −1,092−1.2% | Reduced |
| Rockefeller Capital Management L.P. | 92,921 | $12.8M | 0.05% | −5,986−6.1% | Reduced |
| Great Lakes Advisors, LLC | 93,099 | $12.8M | 0.12% | +21,741+30.5% | Added |
| Grandeur Peak Global Advisors, LLC | 97,139 | $13.4M | 1.01% | +10,074+11.6% | Added |
| Alliancebernstein L.P. | 102,400 | $14.1M | 0.01% | −4,865−4.5% | Reduced |
| Man Group plc | – | $14.4M | 0.04% | – | – |
| Lazard Asset Management LLC | 104,730 | $14.4M | 0.02% | +104,730 | New |
| Russell Investments Group, Ltd. | 104,769 | $14.4M | 0.03% | −7,131−6.4% | Reduced |
| Fort Washington Investment Advisors Inc | 107,878 | $14.9M | 0.11% | −13,360−11.0% | Reduced |
| Rhumbline Advisers | 108,068 | $14.9M | 0.02% | −1,118−1.0% | Reduced |
| State of Wisconsin Investment Board | 112,233 | $15.5M | 0.05% | −12,402−10.0% | Reduced |
| TD Asset Management Inc | 113,670 | $15.7M | 0.02% | +25,735+29.3% | Added |
| Alyeska Investment Group, L.P. | 120,237 | $16.6M | 0.11% | +26,960+28.9% | Added |
| Retirement Systems of Alabama | 120,804 | $16.7M | 0.08% | −1,940−1.6% | Reduced |
| Ameriprise Financial Inc | 122,468 | $16.9M | 0.01% | −6,302−4.9% | Reduced |
| UBS Asset Management Americas Inc | 123,618 | $17.0M | 0.01% | −15,672−11.3% | Reduced |
| WCM Investment Management, LLC | 123,635 | $17.0M | 0.05% | +3,309+2.8% | Added |
| Basswood Capital Management, L.L.C. | 125,971 | $17.4M | 1.32% | −21,705−14.7% | Reduced |
| Principal Financial Group Inc | 128,651 | $17.7M | 0.01% | −3,845−2.9% | Reduced |
| Balyasny Asset Management LLC | 132,757 | $18.3M | 0.05% | +132,757 | New |
| Glenmede Trust Co NA | 138,474 | $19.1M | 0.11% | −38,650−21.8% | Reduced |
| New York State Common Retirement Fund | 145,252 | $20.0M | 0.03% | +14,027+10.7% | Added |
| Goldman Sachs Group Inc | 146,121 | $20.1M | 0.01% | −16,101−9.9% | Reduced |
| Wellington Management Group LLP | 160,992 | $22.2M | 0.00% | −154,109−48.9% | Reduced |
| Ariel Investments, LLC | 164,835 | $22.7M | 0.24% | +3,479+2.2% | Added |
| Nitorum Capital, L.P. | 173,479 | $23.9M | 2.62% | −26,355−13.2% | Reduced |
| Macquarie Group Ltd | 195,885 | $27.0M | 0.03% | +794+0.4% | Added |
| Driehaus Capital Management LLC | 210,258 | $29.0M | 0.38% | +98,541+88.2% | Added |
| STRS Ohio | 215,443 | $29.7M | 0.13% | +26,191+13.8% | Added |
| Bank of America Corp | 228,982 | $31.6M | 0.00% | −88,265−27.8% | Reduced |
| Clark Capital Management Group, Inc. | 240,883 | $33.2M | 0.33% | −81,533−25.3% | Reduced |
| First Trust Advisors LP | 248,127 | $34.2M | 0.04% | −33,323−11.8% | Reduced |
| Frontier Capital Management Co LLC | 248,291 | $34.2M | 0.38% | −988−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 249,767 | $34.4M | 0.01% | +18,510+8.0% | Added |
| ProShare Advisors LLC | 252,337 | $34.8M | 0.11% | −8,197−3.1% | Reduced |
| Northern Trust Corp | 271,613 | $37.5M | 0.01% | −7,246−2.6% | Reduced |
| Nuveen Asset Management, LLC | 277,511 | $38.3M | 0.01% | −1,408−0.5% | Reduced |
| Epoch Investment Partners, Inc. | 280,148 | $38.6M | 0.25% | +86,909+45.0% | Added |
| Paralel Advisors LLC | 300,000 | $41.4M | 2.29% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 300,048 | $41.4M | 0.35% | +18,183+6.5% | Added |
| Jacobs Levy Equity Management, Inc | 314,575 | $43.4M | 0.26% | −94,835−23.2% | Reduced |
| Scout Investments, Inc. | 341,068 | $45.8M | 1.05% | +110,442+47.9% | Added |
| Franklin Resources Inc | 332,171 | $45.8M | 0.02% | −11,557−3.4% | Reduced |
| Schroder Investment Management Group | 343,245 | $47.3M | 0.07% | +71,666+26.4% | Added |
| Fisher Asset Management, LLC | 361,266 | $49.8M | 0.03% | −21,203−5.5% | Reduced |
| Norges Bank | 393,889 | $54.3M | 0.01% | −9,401−2.3% | Reduced |
| Channing Capital Management, LLC | 417,428 | $57.6M | 1.90% | +46,701+12.6% | Added |
| American Century Companies Inc | 504,008 | $69.5M | 0.05% | +129,438+34.6% | Added |
| Bank of New York Mellon Corp | 508,048 | $70.0M | 0.02% | −10,780−2.1% | Reduced |
| Bahl & Gaynor Inc | 520,222 | $71.7M | 0.46% | +23,190+4.7% | Added |
| Geode Capital Management, LLC | 586,619 | $80.9M | 0.01% | +7,685+1.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 595,373 | $82.1M | 0.31% | −327,772−35.5% | Reduced |
| Primecap Management Co | 656,880 | $90.6M | 0.08% | −4,000−0.6% | Reduced |
| Invesco Ltd. | 657,207 | $90.6M | 0.02% | +140,556+27.2% | Added |
| Morgan Stanley | 699,856 | $96.5M | 0.01% | +23,967+3.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 722,563 | $99.6M | 0.57% | −2,812−0.4% | Reduced |
| Dimensional Fund Advisors LP | 898,382 | $123.9M | 0.04% | +14,664+1.7% | Added |
| Millennium Management LLC | 1,035,553 | $142.8M | 0.15% | +894,719+635.3% | Added |
| State Street Corp | 1,044,577 | $144.0M | 0.01% | +14,345+1.4% | Added |
| Massachusetts Financial Services Co | 1,070,915 | $147.7M | 0.05% | +1,347+0.1% | Added |
| JPMorgan Chase & Co | 1,385,225 | $191.0M | 0.02% | −208,572−13.1% | Reduced |
| Boston Partners | 1,493,113 | $205.3M | 0.28% | +5,002+0.3% | Added |
| BlackRock Inc. | 3,168,520 | $436.9M | 0.01% | −60,946−1.9% | Reduced |
| Vanguard Group Inc | 3,815,399 | $526.1M | 0.01% | −325,551−7.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −1,227−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −131,435−100.0% | Sold out |