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, Q1 2024
Institutional positions in Evercore Inc. as of Mar 31, 2024. 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
- 474
- +38 vs. Q4 2023
- Shares held
- 33.7M
- +364.2K (+1.1%) vs. Q4 2023
- Total value
- $6.47B
- +$775.5M (+13.6%) vs. Q4 2023
- New holders
- 75
- 159 more added
- Sold out
- 37
- 165 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,645,759 | $702.1M | 0.01% | −49,145−1.3% | Reduced |
| BlackRock Inc. | 3,464,704 | $667.3M | 0.02% | +273,364+8.6% | Added |
| Boston Partners | 1,709,516 | $328.6M | 0.39% | +51,028+3.1% | Added |
| State Street Corp | 1,092,179 | $210.3M | 0.01% | +35,939+3.4% | Added |
| JPMorgan Chase & Co | 1,057,611 | $203.7M | 0.02% | −233,961−18.1% | Reduced |
| Massachusetts Financial Services Co | 1,051,361 | $202.5M | 0.06% | −7,164−0.7% | Reduced |
| Invesco Ltd. | 924,774 | $178.1M | 0.04% | +139,195+17.7% | Added |
| Dimensional Fund Advisors LP | 832,632 | $160.4M | 0.04% | −26,205−3.1% | Reduced |
| TD Asset Management Inc | 807,098 | $155.4M | 0.14% | +706,913+705.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 745,816 | $143.6M | 0.63% | +27,132+3.8% | Added |
| Millennium Management LLC | 745,212 | $143.5M | 0.12% | −582,039−43.9% | Reduced |
| Geode Capital Management, LLC | 635,568 | $122.4M | 0.01% | +35,606+5.9% | Added |
| Primecap Management Co | 596,450 | $114.9M | 0.09% | −60,430−9.2% | Reduced |
| Morgan Stanley | 592,294 | $114.1M | 0.01% | −67,348−10.2% | Reduced |
| Wellington Management Group LLP | 462,000 | $89.0M | 0.02% | +295,755+177.9% | Added |
| Channing Capital Management, LLC | 434,429 | $83.7M | 2.24% | +16,858+4.0% | Added |
| Bahl & Gaynor Inc | 424,864 | $81.8M | 0.46% | −16,434−3.7% | Reduced |
| Bank of New York Mellon Corp | 423,397 | $81.5M | 0.02% | −56,247−11.7% | Reduced |
| Norges Bank | 409,669 | $78.9M | 0.01% | +16,629+4.2% | Added |
| Lord, Abbett & Co. LLC | 372,416 | $71.7M | 0.23% | +365,963+5,671.2% | Added |
| Jacobs Levy Equity Management, Inc | 358,295 | $69.0M | 0.31% | +15,112+4.4% | Added |
| Fisher Asset Management, LLC | 307,749 | $59.3M | 0.03% | +2,185+0.7% | Added |
| American Century Companies Inc | 300,928 | $58.0M | 0.04% | −241,339−44.5% | Reduced |
| Paralel Advisors LLC | 300,000 | $57.8M | 2.65% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 299,998 | $57.8M | 0.41% | −2,238−0.7% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 292,070 | $56.3M | 0.49% | +292,070 | New |
| Schroder Investment Management Group | 291,999 | $56.2M | 0.07% | −24,234−7.7% | Reduced |
| Price T Rowe Associates Inc | 290,691 | $56.0M | 0.01% | +273,637+1,604.5% | Added |
| Nuveen Asset Management, LLC | 272,963 | $52.6M | 0.02% | −283−0.1% | Reduced |
| Scout Investments, Inc. | 274,645 | $52.0M | 1.28% | −36,977−11.9% | Reduced |
| Charles Schwab Investment Management Inc | 263,901 | $50.8M | 0.01% | +6,687+2.6% | Added |
| Epoch Investment Partners, Inc. | 253,428 | $48.8M | 0.22% | −101,037−28.5% | Reduced |
| Northern Trust Corp | 242,806 | $46.8M | 0.01% | −31,143−11.4% | Reduced |
| Franklin Resources Inc | 229,000 | $44.1M | 0.01% | −13,059−5.4% | Reduced |
| Bank of America Corp | 220,201 | $42.4M | 0.00% | +50,905+30.1% | Added |
| Driehaus Capital Management LLC | 204,312 | $39.3M | 0.39% | −45,006−18.1% | Reduced |
| Macquarie Group Ltd | 189,097 | $36.4M | 0.04% | −9,348−4.7% | Reduced |
| ProShare Advisors LLC | 170,703 | $32.9M | 0.09% | −54,908−24.3% | Reduced |
| Azora Capital LP | 170,278 | $32.8M | 2.38% | +170,278 | New |
| Neuberger Berman Group LLC | 160,961 | $31.0M | 0.03% | +74,308+85.8% | Added |
| Clark Capital Management Group, Inc. | 158,445 | $30.5M | 0.23% | −83,741−34.6% | Reduced |
| Frontier Capital Management Co LLC | 149,388 | $28.8M | 0.27% | −50,567−25.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 143,525 | $27.6M | 0.09% | −227,970−61.4% | Reduced |
| New York State Common Retirement Fund | 139,872 | $26.9M | 0.04% | −2,185−1.5% | Reduced |
| Glenmede Trust Co NA | 139,167 | $26.8M | 0.13% | +5,219+3.9% | Added |
| Goldman Sachs Group Inc | 135,492 | $26.1M | 0.01% | −11,253−7.7% | Reduced |
| Principal Financial Group Inc | 130,540 | $25.1M | 0.01% | +3,241+2.5% | Added |
| UBS Asset Management Americas Inc | 128,322 | $24.7M | 0.01% | +573+0.4% | Added |
| Ariel Investments, LLC | 126,243 | $24.3M | 0.24% | −36,507−22.4% | Reduced |
| Envestnet Asset Management Inc | 125,435 | $24.2M | 0.01% | +13,082+11.6% | Added |
| Great Lakes Advisors, LLC | 121,912 | $23.5M | 0.20% | +793+0.7% | Added |
| Global Alpha Capital Management Ltd. | 121,200 | $23.3M | 1.74% | +54,900+82.8% | Added |
| Royce & Associates LP | 121,186 | $23.3M | 0.21% | +16,207+15.4% | Added |
| Retirement Systems of Alabama | 120,803 | $23.3M | 0.09% | +114+0.1% | Added |
| Nitorum Capital, L.P. | 120,444 | $23.2M | 2.36% | −34,916−22.5% | Reduced |
| Braun Stacey Associates Inc | 119,578 | $23.0M | 0.91% | +119,578 | New |
| Cookson Peirce & Co Inc | 118,505 | $22.8M | 1.22% | +593+0.5% | Added |
| Russell Investments Group, Ltd. | 114,712 | $22.1M | 0.03% | −1,530−1.3% | Reduced |
| STRS Ohio | 112,213 | $21.6M | 0.09% | −61,567−35.4% | Reduced |
| Ameriprise Financial Inc | 104,397 | $20.1M | 0.01% | −11,305−9.8% | Reduced |
| Rhumbline Advisers | 99,218 | $19.1M | 0.02% | −4,065−3.9% | Reduced |
| Cramer Rosenthal McGlynn LLC | 98,413 | $19.0M | 1.03% | +18,966+23.9% | Added |
| WCM Investment Management, LLC | 96,454 | $18.6M | 0.04% | −37,984−28.3% | Reduced |
| Rockefeller Capital Management L.P. | 95,126 | $18.3M | 0.05% | −4,132−4.2% | Reduced |
| State of Wisconsin Investment Board | 92,288 | $17.8M | 0.05% | −15,074−14.0% | Reduced |
| Alliancebernstein L.P. | 91,762 | $17.7M | 0.01% | −9,230−9.1% | Reduced |
| Nicholas Investment Partners, LP | 87,981 | $16.9M | 1.74% | +1,445+1.7% | Added |
| Victory Capital Management Inc | 86,508 | $16.7M | 0.02% | −1,926−2.2% | Reduced |
| Man Group plc | 81,597 | $15.7M | 0.04% | −5,498−6.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 79,903 | $15.4M | 0.30% | +79,903 | New |
| CCM Investment Advisers LLC | 79,526 | $15.3M | 1.83% | −8,008−9.1% | Reduced |
| FMR LLC | 77,766 | $15.0M | 0.00% | +1,139+1.5% | Added |
| Basswood Capital Management, L.L.C. | 76,420 | $14.7M | 0.86% | −9,387−10.9% | Reduced |
| Legal & General Group Plc | 75,076 | $14.5M | 0.00% | −1,430−1.9% | Reduced |
| California Public Employees Retirement System | 74,475 | $14.3M | 0.01% | −4,557−5.8% | Reduced |
| Qube Research & Technologies Ltd | 73,978 | $14.2M | 0.03% | +72,910+6,826.8% | Added |
| Grandeur Peak Global Advisors, LLC | 73,742 | $14.2M | 1.13% | −11,499−13.5% | Reduced |
| Bridgewater Associates, LP | 73,509 | $14.2M | 0.07% | −6,903−8.6% | Reduced |
| Fort Washington Investment Advisors Inc | 71,608 | $13.8M | 0.09% | −6,740−8.6% | Reduced |
| Raymond James & Associates | 71,498 | $13.8M | 0.01% | +917+1.3% | Added |
| Swiss National Bank | 70,600 | $13.6M | 0.01% | −400−0.6% | Reduced |
| Natixis Advisors, L.P. | 67,379 | $13.0M | 0.03% | +55,341+459.7% | Added |
| Wells Fargo & Company | 66,962 | $12.9M | 0.00% | −110−0.2% | Reduced |
| Prudential Financial Inc | 65,255 | $12.6M | 0.02% | +59,231+983.3% | Added |
| First Eagle Investment Management, LLC | 64,081 | $12.3M | 0.03% | +800+1.3% | Added |
| Thrivent Financial for Lutherans | 63,661 | $12.3M | 0.02% | +280.0% | Added |
| Walleye Capital LLC | 61,679 | $11.9M | 0.13% | −57,034−48.0% | Reduced |
| Peregrine Capital Management LLC | 61,262 | $11.8M | 0.34% | −6,794−10.0% | Reduced |
| Pier Capital, LLC | 61,245 | $11.8M | 1.62% | −14,178−18.8% | Reduced |
| Moody Aldrich Partners LLC | 61,130 | $11.8M | 2.00% | −6,098−9.1% | Reduced |
| Credit Suisse AG | 56,213 | $10.8M | 0.01% | +733+1.3% | Added |
| Ziegler Capital Management, LLC | 84,178 | $10.7M | 0.41% | +49,405+142.1% | Added |
| SEI Investments Co | 55,378 | $10.7M | 0.02% | +1,558+2.9% | Added |
| Barclays PLC | 54,164 | $10.4M | 0.00% | +15,227+39.1% | Added |
| Squarepoint Ops LLC | 54,151 | $10.4M | 0.04% | +30,759+131.5% | Added |
| New York State Teachers Retirement System | 50,883 | $9.80M | 0.02% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 47,115 | $9.07M | 0.17% | +9,937+26.7% | Added |
| Castleark Management LLC | 46,930 | $9.04M | 0.38% | −6,270−11.8% | Reduced |
| American International Group, Inc. | 45,883 | $8.84M | 0.03% | −937−2.0% | Reduced |
| UBS Group AG | 43,358 | $8.35M | 0.00% | −9,355−17.7% | Reduced |