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 |
|---|---|---|---|---|---|
| EAM Investors, LLC | 21,134 | $3.61M | 0.65% | +21,134 | New |
| EAM Global Investors LLC | 21,165 | $3.62M | 0.87% | +21,165 | New |
| Mutual of America Capital Management LLC | 21,490 | $3.68M | 0.04% | −1,243−5.5% | Reduced |
| Martingale Asset Management L P | 22,215 | $3.80M | 0.08% | −2,592−10.4% | Reduced |
| Hancock Whitney Corp | 22,607 | $3.87M | 0.14% | +1,977+9.6% | Added |
| Allianz Asset Management GmbH | 22,754 | $3.89M | 0.01% | −63−0.3% | Reduced |
| Great West Life Assurance Co | 23,276 | $3.97M | 0.01% | −5,833−20.0% | Reduced |
| Squarepoint Ops LLC | 23,392 | $4.00M | 0.02% | −41,590−64.0% | Reduced |
| Gotham Asset Management, LLC | 24,664 | $4.22M | 0.08% | −659−2.6% | Reduced |
| Sarasin & Partners LLP | 25,000 | $4.28M | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 25,412 | $4.35M | 0.02% | −131−0.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 25,714 | $4.40M | 0.06% | +3,077+13.6% | Added |
| Renaissance Technologies LLC | 26,100 | $4.46M | 0.01% | −40,900−61.0% | Reduced |
| Amalgamated Bank | 26,333 | $4.50M | 0.04% | +465+1.8% | Added |
| Verdence Capital Advisors LLC | 28,973 | $4.96M | 0.48% | +402+1.4% | Added |
| Manufacturers Life Insurance Company, The | 29,385 | $5.03M | 0.00% | −987−3.2% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 29,415 | $5.03M | 0.34% | −1,190−3.9% | Reduced |
| State of Tennessee, Treasury Department | 29,900 | $5.11M | 0.02% | −5,800−16.2% | Reduced |
| Texas Permanent School Fund | 29,941 | $5.12M | 0.04% | +336+1.1% | Added |
| Advisor Group Holdings, Inc. | 30,127 | $5.16M | 0.01% | −4,596−13.2% | Reduced |
| Morse Asset Management, Inc | 30,358 | $5.19M | 1.53% | +1,388+4.8% | Added |
| Van Eck Associates Corp | 30,726 | $5.26M | 0.01% | +2,253+7.9% | Added |
| Alberta Investment Management Corp | 30,863 | $5.28M | 0.05% | +1,900+6.6% | Added |
| Seizert Capital Partners, LLC | 31,726 | $5.43M | 0.28% | −4,673−12.8% | Reduced |
| Advisors Asset Management, Inc. | 32,164 | $5.50M | 0.11% | −3,143−8.9% | Reduced |
| Ensign Peak Advisors, Inc | 33,184 | $5.68M | 0.01% | −8,619−20.6% | Reduced |
| Ziegler Capital Management, LLC | 34,773 | $5.95M | 0.27% | −53,536−60.6% | Reduced |
| State of Alaska, Department of Revenue | 35,055 | $6.00M | 0.07% | −395−1.1% | Reduced |
| Alps Advisors Inc | 35,487 | $6.07M | 0.05% | +4,992+16.4% | Added |
| Jackson Wealth Management, LLC | 36,633 | $6.27M | 0.82% | +1,011+2.8% | Added |
| Brandywine Global Investment Management, LLC | 36,842 | $6.30M | 0.05% | +9,207+33.3% | Added |
| Segall Bryant & Hamill, LLC | 37,178 | $6.36M | 0.12% | −4,289−10.3% | Reduced |
| GW&K Investment Management, LLC | 37,841 | $6.47M | 0.06% | +67+0.2% | Added |
| AE Wealth Management LLC | 37,660 | $6.55M | 0.03% | +15,259+68.1% | Added |
| California State Teachers Retirement System | 38,376 | $6.56M | 0.01% | −2,120−5.2% | Reduced |
| Barclays PLC | 38,937 | $6.66M | 0.00% | +10,644+37.6% | Added |
| Comerica Bank | 38,940 | $6.66M | 0.03% | −766−1.9% | Reduced |
| Royal Bank of Canada | 41,068 | $7.02M | 0.00% | −8,620−17.3% | Reduced |
| Pinebridge Investments, L.P. | 41,580 | $7.11M | 0.07% | +18,549+80.5% | Added |
| Wedge Capital Management L L P | 45,062 | $7.71M | 0.14% | −4,148−8.4% | Reduced |
| State Board of Administration of Florida Retirement System | 46,275 | $7.92M | 0.02% | +172+0.4% | Added |
| American International Group, Inc. | 46,820 | $8.01M | 0.03% | −2,298−4.7% | Reduced |
| Bernzott Capital Advisors | 49,171 | $8.41M | 3.28% | −12,154−19.8% | Reduced |
| AQR Capital Management LLC | 50,045 | $8.56M | 0.02% | −19,216−27.7% | Reduced |
| New York State Teachers Retirement System | 50,883 | $8.70M | 0.02% | −360−0.7% | Reduced |
| Nordea Investment Management AB | 50,737 | $8.76M | 0.01% | −1,745−3.3% | Reduced |
| UBS Group AG | 52,713 | $9.02M | 0.00% | −3,238−5.8% | Reduced |
| Castleark Management LLC | 53,200 | $9.10M | 0.40% | +4,940+10.2% | Added |
| SEI Investments Co | 53,820 | $9.21M | 0.01% | +92+0.2% | Added |
| Ceredex Value Advisors LLC | 54,750 | $9.36M | 0.16% | −26,050−32.2% | Reduced |
| Credit Suisse AG | 55,480 | $9.49M | 0.01% | +2,687+5.1% | Added |
| Executive Wealth Management, LLC | 58,239 | $9.96M | 0.94% | −2,051−3.4% | Reduced |
| First Eagle Investment Management, LLC | 63,281 | $10.8M | 0.03% | +2,857+4.7% | Added |
| Thrivent Financial for Lutherans | 63,633 | $10.9M | 0.02% | −785−1.2% | Reduced |
| Global Alpha Capital Management Ltd. | 66,300 | $11.3M | 0.91% | +66,300 | New |
| Wells Fargo & Company | 67,072 | $11.5M | 0.00% | −12,207−15.4% | Reduced |
| Moody Aldrich Partners LLC | 67,228 | $11.5M | 2.07% | −13,433−16.7% | Reduced |
| Peregrine Capital Management LLC | 68,056 | $11.6M | 0.35% | −20,662−23.3% | Reduced |
| Raymond James & Associates | 70,581 | $12.1M | 0.01% | +23,775+50.8% | Added |
| Swiss National Bank | 71,000 | $12.1M | 0.01% | −9,100−11.4% | Reduced |
| Pier Capital, LLC | 75,423 | $12.9M | 1.84% | +1,365+1.8% | Added |
| Legal & General Group Plc | 76,506 | $13.1M | 0.00% | −1,573−2.0% | Reduced |
| FMR LLC | 76,627 | $13.1M | 0.00% | −9,528−11.1% | Reduced |
| Fort Washington Investment Advisors Inc | 78,348 | $13.4M | 0.09% | −29,530−27.4% | Reduced |
| California Public Employees Retirement System | 79,032 | $13.5M | 0.01% | −1,206−1.5% | Reduced |
| Cramer Rosenthal McGlynn LLC | 79,447 | $13.6M | 0.74% | +79,447 | New |
| Bridgewater Associates, LP | 80,412 | $13.8M | 0.08% | +21,058+35.5% | Added |
| Grandeur Peak Global Advisors, LLC | 85,241 | $14.6M | 1.03% | −11,898−12.2% | Reduced |
| Basswood Capital Management, L.L.C. | 85,807 | $14.7M | 0.95% | −40,164−31.9% | Reduced |
| Nicholas Investment Partners, LP | 86,536 | $14.8M | 1.73% | +7,161+9.0% | Added |
| Neuberger Berman Group LLC | 86,653 | $14.8M | 0.01% | +86,653 | New |
| Man Group plc | 87,095 | $14.9M | 0.04% | – | – |
| CCM Investment Advisers LLC | 87,534 | $15.0M | 1.84% | +976+1.1% | Added |
| Victory Capital Management Inc | 88,434 | $15.1M | 0.02% | −2,218−2.4% | Reduced |
| Rockefeller Capital Management L.P. | 99,258 | $17.0M | 0.06% | +6,337+6.8% | Added |
| TD Asset Management Inc | 100,185 | $17.1M | 0.02% | −13,485−11.9% | Reduced |
| Alliancebernstein L.P. | 100,992 | $17.3M | 0.01% | −1,408−1.4% | Reduced |
| Rhumbline Advisers | 103,283 | $17.7M | 0.02% | −4,785−4.4% | Reduced |
| Lazard Asset Management LLC | 103,682 | $17.7M | 0.02% | −1,048−1.0% | Reduced |
| Royce & Associates LP | 104,979 | $18.0M | 0.17% | +17,138+19.5% | Added |
| Point72 Asset Management, L.P. | 105,700 | $18.1M | 0.05% | +105,700 | New |
| State of Wisconsin Investment Board | 107,362 | $18.4M | 0.05% | −4,871−4.3% | Reduced |
| Envestnet Asset Management Inc | 112,353 | $19.2M | 0.01% | +31,000+38.1% | Added |
| Ameriprise Financial Inc | 115,702 | $19.8M | 0.01% | −6,766−5.5% | Reduced |
| Russell Investments Group, Ltd. | 116,242 | $19.9M | 0.04% | +11,473+11.0% | Added |
| Cookson Peirce & Co Inc | 117,912 | $20.2M | 1.22% | +117,912 | New |
| Walleye Capital LLC | 118,713 | $20.3M | 0.28% | +78,536+195.5% | Added |
| Retirement Systems of Alabama | 120,689 | $20.6M | 0.09% | −115−0.1% | Reduced |
| Great Lakes Advisors, LLC | 121,119 | $20.7M | 0.20% | +28,020+30.1% | Added |
| Principal Financial Group Inc | 127,299 | $21.8M | 0.01% | −1,352−1.1% | Reduced |
| UBS Asset Management Americas Inc | 127,749 | $21.9M | 0.01% | +4,131+3.3% | Added |
| Glenmede Trust Co NA | 133,948 | $22.9M | 0.12% | −4,526−3.3% | Reduced |
| WCM Investment Management, LLC | 134,438 | $23.3M | 0.06% | +10,803+8.7% | Added |
| New York State Common Retirement Fund | 142,057 | $24.3M | 0.03% | −3,195−2.2% | Reduced |
| Goldman Sachs Group Inc | 146,745 | $25.1M | 0.01% | +624+0.4% | Added |
| Nitorum Capital, L.P. | 155,360 | $26.6M | 2.84% | −18,119−10.4% | Reduced |
| Ariel Investments, LLC | 162,750 | $27.8M | 0.28% | −2,085−1.3% | Reduced |
| Wellington Management Group LLP | 166,245 | $28.4M | 0.01% | +5,253+3.3% | Added |
| Bank of America Corp | 169,296 | $29.0M | 0.00% | −59,686−26.1% | Reduced |
| STRS Ohio | 173,780 | $29.7M | 0.12% | −41,663−19.3% | Reduced |