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 |
|---|---|---|---|---|---|
| Comerica Bank | 38,940 | $6.66M | 0.03% | −766−1.9% | Reduced |
| Barclays PLC | 38,937 | $6.66M | 0.00% | +10,644+37.6% | Added |
| California State Teachers Retirement System | 38,376 | $6.56M | 0.01% | −2,120−5.2% | Reduced |
| AE Wealth Management LLC | 37,660 | $6.55M | 0.03% | +15,259+68.1% | Added |
| GW&K Investment Management, LLC | 37,841 | $6.47M | 0.06% | +67+0.2% | Added |
| Segall Bryant & Hamill, LLC | 37,178 | $6.36M | 0.12% | −4,289−10.3% | Reduced |
| Brandywine Global Investment Management, LLC | 36,842 | $6.30M | 0.05% | +9,207+33.3% | Added |
| Jackson Wealth Management, LLC | 36,633 | $6.27M | 0.82% | +1,011+2.8% | Added |
| Alps Advisors Inc | 35,487 | $6.07M | 0.05% | +4,992+16.4% | Added |
| State of Alaska, Department of Revenue | 35,055 | $6.00M | 0.07% | −395−1.1% | Reduced |
| Ziegler Capital Management, LLC | 34,773 | $5.95M | 0.27% | −53,536−60.6% | Reduced |
| Ensign Peak Advisors, Inc | 33,184 | $5.68M | 0.01% | −8,619−20.6% | Reduced |
| Advisors Asset Management, Inc. | 32,164 | $5.50M | 0.11% | −3,143−8.9% | Reduced |
| Seizert Capital Partners, LLC | 31,726 | $5.43M | 0.28% | −4,673−12.8% | Reduced |
| Alberta Investment Management Corp | 30,863 | $5.28M | 0.05% | +1,900+6.6% | Added |
| Van Eck Associates Corp | 30,726 | $5.26M | 0.01% | +2,253+7.9% | Added |
| Morse Asset Management, Inc | 30,358 | $5.19M | 1.53% | +1,388+4.8% | Added |
| Advisor Group Holdings, Inc. | 30,127 | $5.16M | 0.01% | −4,596−13.2% | Reduced |
| Texas Permanent School Fund | 29,941 | $5.12M | 0.04% | +336+1.1% | Added |
| State of Tennessee, Treasury Department | 29,900 | $5.11M | 0.02% | −5,800−16.2% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 29,415 | $5.03M | 0.34% | −1,190−3.9% | Reduced |
| Manufacturers Life Insurance Company, The | 29,385 | $5.03M | 0.00% | −987−3.2% | Reduced |
| Verdence Capital Advisors LLC | 28,973 | $4.96M | 0.48% | +402+1.4% | Added |
| Amalgamated Bank | 26,333 | $4.50M | 0.04% | +465+1.8% | Added |
| Renaissance Technologies LLC | 26,100 | $4.46M | 0.01% | −40,900−61.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 25,714 | $4.40M | 0.06% | +3,077+13.6% | Added |
| Public Employees Retirement System of Ohio | 25,412 | $4.35M | 0.02% | −131−0.5% | Reduced |
| Sarasin & Partners LLP | 25,000 | $4.28M | 0.05% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 24,664 | $4.22M | 0.08% | −659−2.6% | Reduced |
| Squarepoint Ops LLC | 23,392 | $4.00M | 0.02% | −41,590−64.0% | Reduced |
| Great West Life Assurance Co | 23,276 | $3.97M | 0.01% | −5,833−20.0% | Reduced |
| Allianz Asset Management GmbH | 22,754 | $3.89M | 0.01% | −63−0.3% | Reduced |
| Hancock Whitney Corp | 22,607 | $3.87M | 0.14% | +1,977+9.6% | Added |
| Martingale Asset Management L P | 22,215 | $3.80M | 0.08% | −2,592−10.4% | Reduced |
| Mutual of America Capital Management LLC | 21,490 | $3.68M | 0.04% | −1,243−5.5% | Reduced |
| EAM Global Investors LLC | 21,165 | $3.62M | 0.87% | +21,165 | New |
| EAM Investors, LLC | 21,134 | $3.61M | 0.65% | +21,134 | New |
| Legato Capital Management LLC | 20,108 | $3.44M | 0.45% | +297+1.5% | Added |
| Voya Investment Management LLC | 20,007 | $3.42M | 0.00% | −934−4.5% | Reduced |
| MetLife Investment Management | 19,553 | $3.34M | 0.02% | −440−2.2% | Reduced |
| Canada Pension Plan Investment Board | 19,400 | $3.32M | 0.00% | −4,500−18.8% | Reduced |
| South Dakota Investment Council | 19,308 | $3.30M | 0.07% | −11,014−36.3% | Reduced |
| Monument Capital Management | 19,040 | $3.26M | 1.05% | −630−3.2% | Reduced |
| State of New Jersey Common Pension Fund D | 18,768 | $3.21M | 0.01% | −2,349−11.1% | Reduced |
| Guggenheim Capital LLC | 18,733 | $3.20M | 0.02% | −916−4.7% | Reduced |
| US Bancorp | 18,148 | $3.10M | 0.00% | −3,296−15.4% | Reduced |
| Essex Investment Management Co LLC | 17,655 | $3.02M | 0.59% | −6,650−27.4% | Reduced |
| Janus Henderson Group PLC | 17,644 | $3.02M | 0.00% | −26−0.1% | Reduced |
| Price T Rowe Associates Inc | 17,054 | $2.92M | 0.00% | +584+3.5% | Added |
| 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 |
| Yousif Capital Management, LLC | 16,794 | $2.87M | 0.03% | −127−0.8% | Reduced |
| Treasurer of the State of North Carolina | 16,096 | $2.75M | 0.01% | −11,962−42.6% | Reduced |
| Harbor Capital Advisors, Inc. | 15,412 | $2.64M | 0.51% | −1,947−11.2% | Reduced |
| Advisors Capital Management, LLC | 15,185 | $2.60M | 0.05% | +233+1.6% | Added |
| Harbor Advisors LLC | 15,000 | $2.57M | 0.49% | 00.0% | Unchanged |
| Centric Wealth Management | 14,584 | $2.55M | 0.84% | +628+4.5% | Added |
| Cerity Partners LLC | 14,288 | $2.44M | 0.01% | +322+2.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 13,850 | $2.37M | 0.01% | −2,879−17.2% | Reduced |
| Prana Capital Management, LP | 13,701 | $2.34M | 0.14% | +4,891+55.5% | Added |
| Two Sigma Advisers, LP | 13,700 | $2.34M | 0.01% | −4,700−25.5% | Reduced |
| Valley National Advisers Inc | 13,593 | $2.32M | 0.37% | −771−5.4% | Reduced |
| Cornerstone Investment Partners, LLC | 13,390 | $2.29M | 0.13% | +452+3.5% | Added |
| Catalyst Capital Advisors LLC | 13,275 | $2.27M | 0.06% | +13,275 | New |
| Two Sigma Investments, LP | 12,100 | $2.07M | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 12,038 | $2.06M | 0.01% | +805+7.2% | Added |
| Rocky Mountain Advisers, LLC | 11,900 | $2.04M | 0.71% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 11,877 | $2.03M | 0.05% | +306+2.6% | Added |
| EFG Asset Management (North America) Corp. | 11,839 | $2.02M | 0.38% | +398+3.5% | Added |
| Pekin Hardy Strauss, Inc. | 11,826 | $2.02M | 0.30% | −26,363−69.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,596 | $1.98M | 0.02% | −600−4.9% | Reduced |
| Quantinno Capital Management LP | 11,442 | $1.96M | 0.07% | +1,749+18.0% | Added |
| Bridge City Capital, LLC | 10,946 | $1.87M | 0.73% | +1,275+13.2% | Added |
| Algert Global LLC | 10,908 | $1.87M | 0.08% | +10,908 | New |
| Ausbil Investment Management Ltd | 10,889 | $1.86M | 1.01% | +4,408+68.0% | Added |
| Jane Street Group, LLC | 10,467 | $1.79M | 0.00% | −11,193−51.7% | Reduced |
| CI Private Wealth, LLC | 10,078 | $1.72M | 0.00% | +4,549+82.3% | Added |
| Arizona State Retirement System | 10,062 | $1.72M | 0.01% | −310−3.0% | Reduced |
| BNP Paribas Arbitrage, SA | 9,930 | $1.70M | 0.00% | +3,794+61.8% | Added |
| Teacher Retirement System of Texas | 9,882 | $1.69M | 0.01% | −1,325−11.8% | Reduced |
| QSV Equity Investors LLC | 9,819 | $1.68M | 1.63% | +9,819 | New |
| Oregon Public Employees Retirement Fund | 9,798 | $1.68M | 0.03% | −29−0.3% | Reduced |
| Louisiana State Employees Retirement System | 9,700 | $1.66M | 0.03% | −200−2.0% | Reduced |
| Nisa Investment Advisors, LLC | 9,605 | $1.64M | 0.01% | −2,725−22.1% | Reduced |
| Campbell Newman Asset Management Inc | 9,575 | $1.64M | 0.14% | +40+0.4% | Added |
| Truist Financial Corp | 9,389 | $1.61M | 0.00% | −1,681−15.2% | Reduced |
| Eagle Rock Investment Company, LLC | 9,269 | $1.59M | 0.32% | +6+0.1% | Added |
| Caitlin John, LLC | 9,255 | $1.58M | 1.29% | +9,255 | New |
| Dana Investment Advisors, Inc. | 9,233 | $1.58M | 0.08% | −263−2.8% | Reduced |
| Deutsche Bank AG | 8,769 | $1.50M | 0.00% | +337+4.0% | Added |
| Riverwater Partners LLC | 8,394 | $1.44M | 1.13% | +59+0.7% | Added |
| State of Michigan Retirement System | 8,305 | $1.42M | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 8,288 | $1.42M | 0.02% | −1,299−13.5% | Reduced |
| Washington Trust Advisors, Inc. | 8,245 | $1.41M | 0.14% | −125−1.5% | Reduced |
| Bank of Montreal | 7,756 | $1.34M | 0.00% | +38+0.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,711 | $1.32M | 0.03% | −19−0.2% | Reduced |
| JustInvest LLC | 7,710 | $1.32M | 0.03% | +2,267+41.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,701 | $1.32M | 0.01% | +518+7.2% | Added |
| Ameritas Investment Partners, Inc. | 7,653 | $1.31M | 0.05% | −165−2.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,648 | $1.31M | 0.01% | +589+8.3% | Added |