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, Q4 2023
Institutional positions in Evercore Inc. as of Dec 31, 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
- 437
- +43 vs. Q3 2023
- Shares held
- 33.3M
- +192.0K (+0.6%) vs. Q3 2023
- Total value
- $5.70B
- +$1.12B (+24.4%) vs. Q3 2023
- New holders
- 66
- 134 more added
- Sold out
- 23
- 175 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,694,904 | $632.0M | 0.01% | −120,495−3.2% | Reduced |
| BlackRock Inc. | 3,191,340 | $545.9M | 0.01% | +22,820+0.7% | Added |
| Boston Partners | 1,658,488 | $284.0M | 0.38% | +165,375+11.1% | Added |
| Millennium Management LLC | 1,327,251 | $227.0M | 0.22% | +291,698+28.2% | Added |
| JPMorgan Chase & Co | 1,291,572 | $220.9M | 0.02% | −93,653−6.8% | Reduced |
| Massachusetts Financial Services Co | 1,058,525 | $181.1M | 0.06% | −12,390−1.2% | Reduced |
| State Street Corp | 1,056,240 | $180.7M | 0.01% | +11,663+1.1% | Added |
| Dimensional Fund Advisors LP | 858,837 | $146.9M | 0.04% | −39,545−4.4% | Reduced |
| Invesco Ltd. | 785,579 | $134.4M | 0.03% | +128,372+19.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 718,684 | $122.9M | 0.62% | −3,879−0.5% | Reduced |
| Morgan Stanley | 659,642 | $112.8M | 0.01% | −40,214−5.7% | Reduced |
| Primecap Management Co | 656,880 | $112.4M | 0.09% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 599,962 | $102.6M | 0.01% | +13,343+2.3% | Added |
| American Century Companies Inc | 542,267 | $92.8M | 0.06% | +38,259+7.6% | Added |
| Bank of New York Mellon Corp | 479,644 | $82.0M | 0.02% | −28,404−5.6% | Reduced |
| Bahl & Gaynor Inc | 441,298 | $75.5M | 0.45% | −78,924−15.2% | Reduced |
| Channing Capital Management, LLC | 417,571 | $71.4M | 2.11% | +1430.0% | Added |
| Norges Bank | 393,040 | $67.2M | 0.01% | −849−0.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 371,495 | $63.5M | 0.23% | −223,878−37.6% | Reduced |
| Balyasny Asset Management LLC | 366,229 | $62.6M | 0.17% | +233,472+175.9% | Added |
| Epoch Investment Partners, Inc. | 354,465 | $60.6M | 0.28% | +74,317+26.5% | Added |
| Jacobs Levy Equity Management, Inc | 343,183 | $58.7M | 0.30% | +28,608+9.1% | Added |
| Schroder Investment Management Group | 316,233 | $54.1M | 0.07% | −27,012−7.9% | Reduced |
| Scout Investments, Inc. | 311,622 | $53.3M | 1.33% | −29,446−8.6% | Reduced |
| Fisher Asset Management, LLC | 305,564 | $52.3M | 0.03% | −55,702−15.4% | Reduced |
| Boston Trust Walden Corp | 302,236 | $51.7M | 0.39% | +2,188+0.7% | Added |
| Paralel Advisors LLC | 300,000 | $51.3M | 2.63% | 00.0% | Unchanged |
| Northern Trust Corp | 273,949 | $46.9M | 0.01% | +2,336+0.9% | Added |
| Nuveen Asset Management, LLC | 273,246 | $46.7M | 0.02% | −4,265−1.5% | Reduced |
| Charles Schwab Investment Management Inc | 257,214 | $44.0M | 0.01% | +7,447+3.0% | Added |
| Driehaus Capital Management LLC | 249,318 | $42.6M | 0.51% | +39,060+18.6% | Added |
| Clark Capital Management Group, Inc. | 242,186 | $41.4M | 0.34% | +1,303+0.5% | Added |
| Franklin Resources Inc | 242,059 | $41.4M | 0.02% | −90,112−27.1% | Reduced |
| ProShare Advisors LLC | 225,611 | $38.6M | 0.12% | −26,726−10.6% | Reduced |
| Frontier Capital Management Co LLC | 199,955 | $34.2M | 0.35% | −48,336−19.5% | Reduced |
| Macquarie Group Ltd | 198,445 | $33.9M | 0.04% | +2,560+1.3% | Added |
| First Trust Advisors LP | 197,973 | $33.9M | 0.04% | −50,154−20.2% | Reduced |
| STRS Ohio | 173,780 | $29.7M | 0.12% | −41,663−19.3% | Reduced |
| Bank of America Corp | 169,296 | $29.0M | 0.00% | −59,686−26.1% | Reduced |
| Wellington Management Group LLP | 166,245 | $28.4M | 0.01% | +5,253+3.3% | Added |
| Ariel Investments, LLC | 162,750 | $27.8M | 0.28% | −2,085−1.3% | Reduced |
| Nitorum Capital, L.P. | 155,360 | $26.6M | 2.84% | −18,119−10.4% | Reduced |
| Goldman Sachs Group Inc | 146,745 | $25.1M | 0.01% | +624+0.4% | Added |
| New York State Common Retirement Fund | 142,057 | $24.3M | 0.03% | −3,195−2.2% | Reduced |
| WCM Investment Management, LLC | 134,438 | $23.3M | 0.06% | +10,803+8.7% | Added |
| Glenmede Trust Co NA | 133,948 | $22.9M | 0.12% | −4,526−3.3% | Reduced |
| UBS Asset Management Americas Inc | 127,749 | $21.9M | 0.01% | +4,131+3.3% | Added |
| Principal Financial Group Inc | 127,299 | $21.8M | 0.01% | −1,352−1.1% | Reduced |
| Great Lakes Advisors, LLC | 121,119 | $20.7M | 0.20% | +28,020+30.1% | Added |
| Retirement Systems of Alabama | 120,689 | $20.6M | 0.09% | −115−0.1% | Reduced |
| Walleye Capital LLC | 118,713 | $20.3M | 0.28% | +78,536+195.5% | Added |
| Cookson Peirce & Co Inc | 117,912 | $20.2M | 1.22% | +117,912 | New |
| Russell Investments Group, Ltd. | 116,242 | $19.9M | 0.04% | +11,473+11.0% | Added |
| Ameriprise Financial Inc | 115,702 | $19.8M | 0.01% | −6,766−5.5% | Reduced |
| Envestnet Asset Management Inc | 112,353 | $19.2M | 0.01% | +31,000+38.1% | Added |
| State of Wisconsin Investment Board | 107,362 | $18.4M | 0.05% | −4,871−4.3% | Reduced |
| Point72 Asset Management, L.P. | 105,700 | $18.1M | 0.05% | +105,700 | New |
| Royce & Associates LP | 104,979 | $18.0M | 0.17% | +17,138+19.5% | Added |
| Lazard Asset Management LLC | 103,682 | $17.7M | 0.02% | −1,048−1.0% | Reduced |
| Rhumbline Advisers | 103,283 | $17.7M | 0.02% | −4,785−4.4% | Reduced |
| Alliancebernstein L.P. | 100,992 | $17.3M | 0.01% | −1,408−1.4% | Reduced |
| TD Asset Management Inc | 100,185 | $17.1M | 0.02% | −13,485−11.9% | Reduced |
| Rockefeller Capital Management L.P. | 99,258 | $17.0M | 0.06% | +6,337+6.8% | Added |
| Victory Capital Management Inc | 88,434 | $15.1M | 0.02% | −2,218−2.4% | Reduced |
| CCM Investment Advisers LLC | 87,534 | $15.0M | 1.84% | +976+1.1% | Added |
| Man Group plc | 87,095 | $14.9M | 0.04% | – | – |
| Neuberger Berman Group LLC | 86,653 | $14.8M | 0.01% | +86,653 | New |
| Nicholas Investment Partners, LP | 86,536 | $14.8M | 1.73% | +7,161+9.0% | Added |
| Basswood Capital Management, L.L.C. | 85,807 | $14.7M | 0.95% | −40,164−31.9% | Reduced |
| Grandeur Peak Global Advisors, LLC | 85,241 | $14.6M | 1.03% | −11,898−12.2% | Reduced |
| Bridgewater Associates, LP | 80,412 | $13.8M | 0.08% | +21,058+35.5% | Added |
| Cramer Rosenthal McGlynn LLC | 79,447 | $13.6M | 0.74% | +79,447 | New |
| California Public Employees Retirement System | 79,032 | $13.5M | 0.01% | −1,206−1.5% | Reduced |
| Fort Washington Investment Advisors Inc | 78,348 | $13.4M | 0.09% | −29,530−27.4% | Reduced |
| FMR LLC | 76,627 | $13.1M | 0.00% | −9,528−11.1% | Reduced |
| Legal & General Group Plc | 76,506 | $13.1M | 0.00% | −1,573−2.0% | Reduced |
| Pier Capital, LLC | 75,423 | $12.9M | 1.84% | +1,365+1.8% | Added |
| Swiss National Bank | 71,000 | $12.1M | 0.01% | −9,100−11.4% | Reduced |
| Raymond James & Associates | 70,581 | $12.1M | 0.01% | +23,775+50.8% | Added |
| Peregrine Capital Management LLC | 68,056 | $11.6M | 0.35% | −20,662−23.3% | Reduced |
| Moody Aldrich Partners LLC | 67,228 | $11.5M | 2.07% | −13,433−16.7% | Reduced |
| Wells Fargo & Company | 67,072 | $11.5M | 0.00% | −12,207−15.4% | Reduced |
| Global Alpha Capital Management Ltd. | 66,300 | $11.3M | 0.91% | +66,300 | New |
| Thrivent Financial for Lutherans | 63,633 | $10.9M | 0.02% | −785−1.2% | Reduced |
| First Eagle Investment Management, LLC | 63,281 | $10.8M | 0.03% | +2,857+4.7% | Added |
| Executive Wealth Management, LLC | 58,239 | $9.96M | 0.94% | −2,051−3.4% | Reduced |
| Credit Suisse AG | 55,480 | $9.49M | 0.01% | +2,687+5.1% | Added |
| Ceredex Value Advisors LLC | 54,750 | $9.36M | 0.16% | −26,050−32.2% | Reduced |
| SEI Investments Co | 53,820 | $9.21M | 0.01% | +92+0.2% | Added |
| Castleark Management LLC | 53,200 | $9.10M | 0.40% | +4,940+10.2% | Added |
| UBS Group AG | 52,713 | $9.02M | 0.00% | −3,238−5.8% | Reduced |
| Nordea Investment Management AB | 50,737 | $8.76M | 0.01% | −1,745−3.3% | Reduced |
| New York State Teachers Retirement System | 50,883 | $8.70M | 0.02% | −360−0.7% | Reduced |
| AQR Capital Management LLC | 50,045 | $8.56M | 0.02% | −19,216−27.7% | Reduced |
| Bernzott Capital Advisors | 49,171 | $8.41M | 3.28% | −12,154−19.8% | Reduced |
| American International Group, Inc. | 46,820 | $8.01M | 0.03% | −2,298−4.7% | Reduced |
| State Board of Administration of Florida Retirement System | 46,275 | $7.92M | 0.02% | +172+0.4% | Added |
| Wedge Capital Management L L P | 45,062 | $7.71M | 0.14% | −4,148−8.4% | Reduced |
| Pinebridge Investments, L.P. | 41,580 | $7.11M | 0.07% | +18,549+80.5% | Added |
| Royal Bank of Canada | 41,068 | $7.02M | 0.00% | −8,620−17.3% | Reduced |