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 |
|---|---|---|---|---|---|
| Walleye Trading LLC | 4,794 | $820.0K | 0.01% | +1,869+63.9% | Added |
| Susquehanna International Group, LLP | 5,008 | $856.6K | 0.00% | −942−15.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,017 | $858.2K | 0.08% | +5,017 | New |
| Captrust Financial Advisors | 5,057 | $865.1K | 0.00% | −230−4.4% | Reduced |
| TownSquare Capital, LLC | 5,159 | $882.4K | 0.02% | −248−4.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,176 | $885.4K | 0.29% | −592−10.3% | Reduced |
| Cetera Advisor Networks LLC | 5,203 | $889.9K | 0.00% | +368+7.6% | Added |
| Handelsbanken Fonder AB | 5,237 | $896.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 5,322 | $910.3K | 0.05% | −3,244−37.9% | Reduced |
| Vestcor Inc | 5,330 | $912.0K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 5,346 | $918.0K | 0.00% | +701+15.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,374 | $919.2K | 0.00% | +15+0.3% | Added |
| PDT Partners, LLC | 5,577 | $953.9K | 0.11% | −7,453−57.2% | Reduced |
| Zions Bancorporation, N.A. | 5,659 | $968.0K | 0.07% | −405−6.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,687 | $972.8K | 0.00% | −8,127−58.8% | Reduced |
| Deltec Asset Management LLC | 5,760 | $985.2K | 0.22% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,795 | $991.2K | 0.09% | +80+1.4% | Added |
| Swedbank AB | 5,800 | $992.1K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 5,864 | $1.01M | 0.00% | +2,630+81.3% | Added |
| Mackenzie Financial Corp | 5,918 | $1.01M | 0.00% | +644+12.2% | Added |
| BancorpSouth Bank | 5,988 | $1.02M | 0.08% | 00.0% | Unchanged |
| First Hawaiian Bank | 6,005 | $1.03M | 0.03% | −655−9.8% | Reduced |
| Prudential Financial Inc | 6,024 | $1.03M | 0.00% | +1,204+25.0% | Added |
| Radnor Capital Management, LLC | 6,040 | $1.03M | 0.19% | −10−0.2% | Reduced |
| Wambolt & Associates, LLC | 6,113 | $1.05M | 0.34% | +588+10.6% | Added |
| DGS Capital Management, LLC | 6,150 | $1.05M | 0.40% | −15−0.2% | Reduced |
| Pacer Advisors, Inc. | 6,230 | $1.07M | 0.00% | +1,196+23.8% | Added |
| Lord, Abbett & Co. LLC | 6,453 | $1.10M | 0.00% | +387+6.4% | Added |
| Foster & Motley Inc | 6,553 | $1.12M | 0.08% | +2,532+63.0% | Added |
| Northwestern Mutual Wealth Management Co | 6,598 | $1.13M | 0.00% | −2,899−30.5% | Reduced |
| James Investment Research Inc | 6,774 | $1.16M | 0.15% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 6,850 | $1.17M | 0.30% | +121+1.8% | Added |
| Fifth Third Bancorp | 7,122 | $1.22M | 0.01% | −83−1.2% | Reduced |
| Pathstone Holdings, LLC | 7,171 | $1.23M | 0.01% | +7,171 | New |
| Stifel Financial Corp | 7,227 | $1.24M | 0.00% | −703−8.9% | Reduced |
| New Mexico Educational Retirement Board | 7,300 | $1.25M | 0.05% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 7,302 | $1.25M | 0.09% | +7,302 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,648 | $1.31M | 0.01% | +589+8.3% | Added |
| Ameritas Investment Partners, Inc. | 7,653 | $1.31M | 0.05% | −165−2.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,701 | $1.32M | 0.01% | +518+7.2% | Added |
| JustInvest LLC | 7,710 | $1.32M | 0.03% | +2,267+41.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,711 | $1.32M | 0.03% | −19−0.2% | Reduced |
| Bank of Montreal | 7,756 | $1.34M | 0.00% | +38+0.5% | Added |
| Washington Trust Advisors, Inc. | 8,245 | $1.41M | 0.14% | −125−1.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,288 | $1.42M | 0.02% | −1,299−13.5% | Reduced |
| State of Michigan Retirement System | 8,305 | $1.42M | 0.01% | 00.0% | Unchanged |
| Riverwater Partners LLC | 8,394 | $1.44M | 1.13% | +59+0.7% | Added |
| Deutsche Bank AG | 8,769 | $1.50M | 0.00% | +337+4.0% | Added |
| Dana Investment Advisors, Inc. | 9,233 | $1.58M | 0.08% | −263−2.8% | Reduced |
| Caitlin John, LLC | 9,255 | $1.58M | 1.29% | +9,255 | New |
| Eagle Rock Investment Company, LLC | 9,269 | $1.59M | 0.32% | +6+0.1% | Added |
| Truist Financial Corp | 9,389 | $1.61M | 0.00% | −1,681−15.2% | Reduced |
| Campbell Newman Asset Management Inc | 9,575 | $1.64M | 0.14% | +40+0.4% | Added |
| Nisa Investment Advisors, LLC | 9,605 | $1.64M | 0.01% | −2,725−22.1% | Reduced |
| Louisiana State Employees Retirement System | 9,700 | $1.66M | 0.03% | −200−2.0% | Reduced |
| Oregon Public Employees Retirement Fund | 9,798 | $1.68M | 0.03% | −29−0.3% | Reduced |
| QSV Equity Investors LLC | 9,819 | $1.68M | 1.63% | +9,819 | New |
| Teacher Retirement System of Texas | 9,882 | $1.69M | 0.01% | −1,325−11.8% | Reduced |
| BNP Paribas Arbitrage, SA | 9,930 | $1.70M | 0.00% | +3,794+61.8% | Added |
| Arizona State Retirement System | 10,062 | $1.72M | 0.01% | −310−3.0% | Reduced |
| CI Private Wealth, LLC | 10,078 | $1.72M | 0.00% | +4,549+82.3% | Added |
| Jane Street Group, LLC | 10,467 | $1.79M | 0.00% | −11,193−51.7% | Reduced |
| Ausbil Investment Management Ltd | 10,889 | $1.86M | 1.01% | +4,408+68.0% | Added |
| Algert Global LLC | 10,908 | $1.87M | 0.08% | +10,908 | New |
| Bridge City Capital, LLC | 10,946 | $1.87M | 0.73% | +1,275+13.2% | Added |
| Quantinno Capital Management LP | 11,442 | $1.96M | 0.07% | +1,749+18.0% | Added |
| Teachers Retirement System of the State of Kentucky | 11,596 | $1.98M | 0.02% | −600−4.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 11,826 | $2.02M | 0.30% | −26,363−69.0% | Reduced |
| EFG Asset Management (North America) Corp. | 11,839 | $2.02M | 0.38% | +398+3.5% | Added |
| Advisory Services Network, LLC | 11,877 | $2.03M | 0.05% | +306+2.6% | Added |
| Rocky Mountain Advisers, LLC | 11,900 | $2.04M | 0.71% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 12,038 | $2.06M | 0.01% | +805+7.2% | Added |
| Two Sigma Investments, LP | 12,100 | $2.07M | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 13,275 | $2.27M | 0.06% | +13,275 | New |
| Cornerstone Investment Partners, LLC | 13,390 | $2.29M | 0.13% | +452+3.5% | Added |
| Valley National Advisers Inc | 13,593 | $2.32M | 0.37% | −771−5.4% | Reduced |
| Two Sigma Advisers, LP | 13,700 | $2.34M | 0.01% | −4,700−25.5% | Reduced |
| Prana Capital Management, LP | 13,701 | $2.34M | 0.14% | +4,891+55.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 13,850 | $2.37M | 0.01% | −2,879−17.2% | Reduced |
| Cerity Partners LLC | 14,288 | $2.44M | 0.01% | +322+2.3% | Added |
| Centric Wealth Management | 14,584 | $2.55M | 0.84% | +628+4.5% | Added |
| Harbor Advisors LLC | 15,000 | $2.57M | 0.49% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 15,185 | $2.60M | 0.05% | +233+1.6% | Added |
| Harbor Capital Advisors, Inc. | 15,412 | $2.64M | 0.51% | −1,947−11.2% | Reduced |
| Treasurer of the State of North Carolina | 16,096 | $2.75M | 0.01% | −11,962−42.6% | Reduced |
| Yousif Capital Management, LLC | 16,794 | $2.87M | 0.03% | −127−0.8% | Reduced |
| Brinker Capital Investments, LLC | 16,842 | $2.90M | 0.03% | −1,319−7.3% | Reduced |
| Orion Portfolio Solutions, LLC | 16,842 | $2.90M | 0.03% | −1,319−7.3% | Reduced |
| Price T Rowe Associates Inc | 17,054 | $2.92M | 0.00% | +584+3.5% | Added |
| Janus Henderson Group PLC | 17,644 | $3.02M | 0.00% | −26−0.1% | Reduced |
| Essex Investment Management Co LLC | 17,655 | $3.02M | 0.59% | −6,650−27.4% | Reduced |
| US Bancorp | 18,148 | $3.10M | 0.00% | −3,296−15.4% | Reduced |
| Guggenheim Capital LLC | 18,733 | $3.20M | 0.02% | −916−4.7% | Reduced |
| State of New Jersey Common Pension Fund D | 18,768 | $3.21M | 0.01% | −2,349−11.1% | Reduced |
| Monument Capital Management | 19,040 | $3.26M | 1.05% | −630−3.2% | Reduced |
| South Dakota Investment Council | 19,308 | $3.30M | 0.07% | −11,014−36.3% | Reduced |
| Canada Pension Plan Investment Board | 19,400 | $3.32M | 0.00% | −4,500−18.8% | Reduced |
| MetLife Investment Management | 19,553 | $3.34M | 0.02% | −440−2.2% | Reduced |
| Voya Investment Management LLC | 20,007 | $3.42M | 0.00% | −934−4.5% | Reduced |
| Legato Capital Management LLC | 20,108 | $3.44M | 0.45% | +297+1.5% | Added |