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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 197,973 | $33.9M | 0.04% | −50,154−20.2% | Reduced |
| Macquarie Group Ltd | 198,445 | $33.9M | 0.04% | +2,560+1.3% | Added |
| Frontier Capital Management Co LLC | 199,955 | $34.2M | 0.35% | −48,336−19.5% | Reduced |
| ProShare Advisors LLC | 225,611 | $38.6M | 0.12% | −26,726−10.6% | Reduced |
| Franklin Resources Inc | 242,059 | $41.4M | 0.02% | −90,112−27.1% | Reduced |
| Clark Capital Management Group, Inc. | 242,186 | $41.4M | 0.34% | +1,303+0.5% | Added |
| Driehaus Capital Management LLC | 249,318 | $42.6M | 0.51% | +39,060+18.6% | Added |
| Charles Schwab Investment Management Inc | 257,214 | $44.0M | 0.01% | +7,447+3.0% | Added |
| Nuveen Asset Management, LLC | 273,246 | $46.7M | 0.02% | −4,265−1.5% | Reduced |
| Northern Trust Corp | 273,949 | $46.9M | 0.01% | +2,336+0.9% | Added |
| Paralel Advisors LLC | 300,000 | $51.3M | 2.63% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 302,236 | $51.7M | 0.39% | +2,188+0.7% | Added |
| Fisher Asset Management, LLC | 305,564 | $52.3M | 0.03% | −55,702−15.4% | Reduced |
| Scout Investments, Inc. | 311,622 | $53.3M | 1.33% | −29,446−8.6% | Reduced |
| Schroder Investment Management Group | 316,233 | $54.1M | 0.07% | −27,012−7.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 343,183 | $58.7M | 0.30% | +28,608+9.1% | Added |
| Epoch Investment Partners, Inc. | 354,465 | $60.6M | 0.28% | +74,317+26.5% | Added |
| Balyasny Asset Management LLC | 366,229 | $62.6M | 0.17% | +233,472+175.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 371,495 | $63.5M | 0.23% | −223,878−37.6% | Reduced |
| Norges Bank | 393,040 | $67.2M | 0.01% | −849−0.2% | Reduced |
| Channing Capital Management, LLC | 417,571 | $71.4M | 2.11% | +1430.0% | Added |
| Bahl & Gaynor Inc | 441,298 | $75.5M | 0.45% | −78,924−15.2% | Reduced |
| Bank of New York Mellon Corp | 479,644 | $82.0M | 0.02% | −28,404−5.6% | Reduced |
| American Century Companies Inc | 542,267 | $92.8M | 0.06% | +38,259+7.6% | Added |
| Geode Capital Management, LLC | 599,962 | $102.6M | 0.01% | +13,343+2.3% | Added |
| Primecap Management Co | 656,880 | $112.4M | 0.09% | 00.0% | Unchanged |
| Morgan Stanley | 659,642 | $112.8M | 0.01% | −40,214−5.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 718,684 | $122.9M | 0.62% | −3,879−0.5% | Reduced |
| Invesco Ltd. | 785,579 | $134.4M | 0.03% | +128,372+19.5% | Added |
| Dimensional Fund Advisors LP | 858,837 | $146.9M | 0.04% | −39,545−4.4% | Reduced |
| State Street Corp | 1,056,240 | $180.7M | 0.01% | +11,663+1.1% | Added |
| Massachusetts Financial Services Co | 1,058,525 | $181.1M | 0.06% | −12,390−1.2% | Reduced |
| JPMorgan Chase & Co | 1,291,572 | $220.9M | 0.02% | −93,653−6.8% | Reduced |
| Millennium Management LLC | 1,327,251 | $227.0M | 0.22% | +291,698+28.2% | Added |
| Boston Partners | 1,658,488 | $284.0M | 0.38% | +165,375+11.1% | Added |
| BlackRock Inc. | 3,191,340 | $545.9M | 0.01% | +22,820+0.7% | Added |
| Vanguard Group Inc | 3,694,904 | $632.0M | 0.01% | −120,495−3.2% | Reduced |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −120,237−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −25,060−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −11,473−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −9,831−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,333−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −6,506−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,732−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,316−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −1,668−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −1,601−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −1,455−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −1,386−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Quantamental Technologies LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |