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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 40,177 | $5.54M | 0.08% | +40,177 | New |
| First Republic Investment Management, Inc. | 40,131 | $5.53M | 0.02% | −7,557−15.8% | Reduced |
| Comerica Bank | 39,706 | $5.47M | 0.03% | +39,706 | New |
| Pekin Hardy Strauss, Inc. | 38,189 | $5.27M | 0.83% | −6,947−15.4% | Reduced |
| GW&K Investment Management, LLC | 37,774 | $5.21M | 0.05% | −117−0.3% | Reduced |
| Seizert Capital Partners, LLC | 36,399 | $5.02M | 0.27% | +1,078+3.1% | Added |
| State of Tennessee, Treasury Department | 35,700 | $4.92M | 0.02% | +17,767+99.1% | Added |
| Jackson Wealth Management, LLC | 35,622 | $4.91M | 0.70% | +1,716+5.1% | Added |
| State of Alaska, Department of Revenue | 35,450 | $4.89M | 0.06% | −230−0.6% | Reduced |
| Advisors Asset Management, Inc. | 35,307 | $4.87M | 0.11% | −737−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 34,723 | $4.79M | 0.01% | +14,483+71.6% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 30,605 | $4.22M | 0.31% | +1,805+6.3% | Added |
| Alps Advisors Inc | 30,495 | $4.20M | 0.03% | −342−1.1% | Reduced |
| Manufacturers Life Insurance Company, The | 30,372 | $4.19M | 0.00% | +3,828+14.4% | Added |
| South Dakota Investment Council | 30,322 | $4.18M | 0.10% | −2,900−8.7% | Reduced |
| Texas Permanent School Fund | 29,605 | $4.08M | 0.04% | −1,458−4.7% | Reduced |
| Great West Life Assurance Co | 29,109 | $4.01M | 0.01% | +1,234+4.4% | Added |
| Morse Asset Management, Inc | 28,970 | $3.99M | 1.26% | +290+1.0% | Added |
| Alberta Investment Management Corp | 28,963 | $3.99M | 0.04% | +20,350+236.3% | Added |
| Verdence Capital Advisors LLC | 28,571 | $3.94M | 0.43% | +3,763+15.2% | Added |
| Van Eck Associates Corp | 28,473 | $3.93M | 0.01% | +13,227+86.8% | Added |
| Barclays PLC | 28,293 | $3.90M | 0.00% | −2,296−7.5% | Reduced |
| Treasurer of the State of North Carolina | 28,058 | $3.87M | 0.02% | +114+0.4% | Added |
| Brandywine Global Investment Management, LLC | 27,635 | $3.81M | 0.03% | +14,082+103.9% | Added |
| Amalgamated Bank | 25,868 | $3.57M | 0.03% | +2,089+8.8% | Added |
| Public Employees Retirement System of Ohio | 25,543 | $3.52M | 0.02% | −1,650−6.1% | Reduced |
| Gotham Asset Management, LLC | 25,323 | $3.49M | 0.07% | −357−1.4% | Reduced |
| Genus Capital Management Inc. | 25,060 | $3.46M | 0.54% | +4,160+19.9% | Added |
| Sarasin & Partners LLP | 25,000 | $3.45M | 0.04% | 00.0% | Unchanged |
| Martingale Asset Management L P | 24,807 | $3.42M | 0.07% | −12,978−34.3% | Reduced |
| Essex Investment Management Co LLC | 24,305 | $3.35M | 0.55% | +2,566+11.8% | Added |
| Canada Pension Plan Investment Board | 23,900 | $3.30M | 0.00% | −14,400−37.6% | Reduced |
| Pinebridge Investments, L.P. | 23,031 | $3.18M | 0.04% | −18,879−45.0% | Reduced |
| Allianz Asset Management GmbH | 22,817 | $3.15M | 0.01% | +22,817 | New |
| Mutual of America Capital Management LLC | 22,733 | $3.13M | 0.04% | −2,920−11.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 22,637 | $3.12M | 0.05% | −19,763−46.6% | Reduced |
| AE Wealth Management LLC | 22,401 | $3.09M | 0.02% | +8,636+62.7% | Added |
| Jane Street Group, LLC | 21,660 | $2.99M | 0.00% | +13,307+159.3% | Added |
| US Bancorp | 21,444 | $2.96M | 0.00% | +1,226+6.1% | Added |
| State of New Jersey Common Pension Fund D | 21,117 | $2.91M | 0.01% | −1,077−4.9% | Reduced |
| Hussman Strategic Advisors, Inc. | 21,000 | $2.90M | 0.55% | −5,000−19.2% | Reduced |
| Voya Investment Management LLC | 20,941 | $2.89M | 0.00% | −8,572−29.0% | Reduced |
| Hancock Whitney Corp | 20,630 | $2.84M | 0.12% | +10,340+100.5% | Added |
| MetLife Investment Management | 19,993 | $2.76M | 0.02% | −1,156−5.5% | Reduced |
| Legato Capital Management LLC | 19,811 | $2.73M | 0.40% | −472−2.3% | Reduced |
| Monument Capital Management | 19,670 | $2.71M | 0.91% | +19,670 | New |
| Guggenheim Capital LLC | 19,649 | $2.71M | 0.02% | −11,361−36.6% | Reduced |
| Two Sigma Advisers, LP | 18,400 | $2.54M | 0.01% | −10,400−36.1% | 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 |
| Janus Henderson Group PLC | 17,670 | $2.44M | 0.00% | −10.0% | Reduced |
| Harbor Capital Advisors, Inc. | 17,359 | $2.39M | 0.52% | −3,307−16.0% | Reduced |
| Yousif Capital Management, LLC | 16,921 | $2.33M | 0.03% | −1,170−6.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 16,729 | $2.31M | 0.01% | −5,312−24.1% | Reduced |
| Price T Rowe Associates Inc | 16,470 | $2.27M | 0.00% | +806+5.1% | Added |
| Harbor Advisors LLC | 15,000 | $2.07M | 0.44% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 14,952 | $2.06M | 0.05% | −67−0.4% | Reduced |
| Valley National Advisers Inc | 14,364 | $1.98M | 0.35% | −892−5.8% | Reduced |
| Cerity Partners LLC | 13,966 | $1.93M | 0.01% | −318−2.2% | Reduced |
| Centric Wealth Management | 13,956 | $1.92M | 0.80% | +324+2.4% | Added |
| Allspring Global Investments Holdings, LLC | 13,814 | $1.90M | 0.00% | −2,934−17.5% | Reduced |
| PDT Partners, LLC | 13,030 | $1.80M | 0.23% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 12,938 | $1.78M | 0.11% | +8,262+176.7% | Added |
| APG Asset Management N.V. | 12,800 | $1.76M | 0.00% | −8,800−40.7% | Reduced |
| Nisa Investment Advisors, LLC | 12,330 | $1.70M | 0.01% | −2,912−19.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,196 | $1.68M | 0.02% | +5,824+91.4% | Added |
| Two Sigma Investments, LP | 12,100 | $1.67M | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 11,900 | $1.64M | 0.80% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 11,571 | $1.60M | 0.04% | −814−6.6% | Reduced |
| Redwood Investment Management, LLC | 11,473 | $1.58M | 0.14% | +11,473 | New |
| EFG Asset Management (North America) Corp. | 11,441 | $1.58M | 0.37% | −2,879−20.1% | Reduced |
| Aviva PLC | 11,351 | $1.57M | 0.01% | +11,351 | New |
| Natixis Advisors, L.P. | 11,233 | $1.55M | 0.00% | +11,233 | New |
| Teacher Retirement System of Texas | 11,207 | $1.54M | 0.01% | −4,057−26.6% | Reduced |
| Truist Financial Corp | 11,070 | $1.53M | 0.00% | −11,089−50.0% | Reduced |
| Janney Montgomery Scott LLC | 10,755 | $1.48M | 0.01% | +50.0% | Added |
| Arizona State Retirement System | 10,372 | $1.43M | 0.01% | +72+0.7% | Added |
| Louisiana State Employees Retirement System | 9,900 | $1.37M | 0.03% | −400−3.9% | Reduced |
| Toroso Investments, LLC | 9,831 | $1.36M | 0.04% | −1,195−10.8% | Reduced |
| Oregon Public Employees Retirement Fund | 9,827 | $1.35M | 0.02% | −400−3.9% | Reduced |
| Quantinno Capital Management LP | 9,693 | $1.34M | 0.06% | +1,342+16.1% | Added |
| Bridge City Capital, LLC | 9,671 | $1.33M | 0.67% | −63−0.6% | Reduced |
| Qube Research & Technologies Ltd | 9,667 | $1.33M | 0.00% | −68,145−87.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,587 | $1.32M | 0.02% | −567−5.6% | Reduced |
| Campbell Newman Asset Management Inc | 9,535 | $1.31M | 0.12% | −171−1.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,497 | $1.31M | 0.00% | −117−1.2% | Reduced |
| Dana Investment Advisors, Inc. | 9,496 | $1.31M | 0.07% | −4,590−32.6% | Reduced |
| ExodusPoint Capital Management, LP | 9,333 | $1.29M | 0.02% | +9,333 | New |
| Eagle Rock Investment Company, LLC | 9,263 | $1.28M | 0.29% | +9,263 | New |
| Prana Capital Management, LP | 8,810 | $1.21M | 0.08% | +4,401+99.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 8,566 | $1.18M | 0.08% | −1,916−18.3% | Reduced |
| Deutsche Bank AG | 8,432 | $1.16M | 0.00% | −486−5.4% | Reduced |
| Washington Trust Advisors, Inc. | 8,370 | $1.15M | 0.12% | −500−5.6% | Reduced |
| Riverwater Partners LLC | 8,335 | $1.15M | 1.04% | −68−0.8% | Reduced |
| State of Michigan Retirement System | 8,305 | $1.15M | 0.01% | −400−4.6% | Reduced |
| Bank of Montreal | 7,718 | $1.12M | 0.00% | +108+1.4% | Added |
| Stifel Financial Corp | 7,930 | $1.09M | 0.00% | −3,438−30.2% | Reduced |
| Ameritas Investment Partners, Inc. | 7,818 | $1.08M | 0.04% | −992−11.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,730 | $1.07M | 0.03% | −111−1.4% | Reduced |
| New Mexico Educational Retirement Board | 7,300 | $1.01M | 0.04% | 00.0% | Unchanged |