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 |
|---|---|---|---|---|---|
| LMR Partners LLP | 0 | $0 | 0.00% | −123,037−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −108,962−100.0% | Sold out |
| Suvretta Capital Management, LLC | 0 | $0 | 0.00% | −71,051−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −62,063−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −23,484−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −14,727−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −13,713−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −13,679−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −9,272−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −9,009−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −8,966−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −8,844−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −6,410−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −6,342−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −4,288−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −3,995−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −3,835−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −3,641−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −3,549−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −3,388−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,069−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −2,961−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −2,833−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −2,571−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,043−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,955−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,764−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −1,642−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,641−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −1,630−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −965−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −844−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −699−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −287−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Baystate Wealth Management LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| PFS Investments Inc. | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |