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 |
|---|---|---|---|---|---|
| Catalyst Capital Advisors LLC | 13,050 | $2.51M | 0.06% | −225−1.7% | Reduced |
| Cornerstone Investment Partners, LLC | 13,415 | $2.58M | 0.13% | +25+0.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 13,731 | $2.60M | 0.01% | −119−0.9% | Reduced |
| Two Sigma Advisers, LP | 13,800 | $2.66M | 0.01% | +100+0.7% | Added |
| Hancock Whitney Corp | 14,081 | $2.71M | 0.09% | −8,526−37.7% | Reduced |
| Ausbil Investment Management Ltd | 14,490 | $2.74M | 1.37% | +3,601+33.1% | Added |
| Centric Wealth Management | 15,186 | $2.76M | 0.88% | +602+4.1% | Added |
| US Bancorp | 14,592 | $2.81M | 0.00% | −3,556−19.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 14,696 | $2.83M | 0.03% | −11,018−42.8% | Reduced |
| Mariner, LLC | 14,788 | $2.85M | 0.01% | +10,361+234.0% | Added |
| Harbor Advisors LLC | 15,000 | $2.89M | 0.53% | 00.0% | Unchanged |
| HSBC Holdings PLC | 15,826 | $3.05M | 0.00% | +9,962+169.9% | Added |
| Brinker Capital Investments, LLC | 15,953 | $3.07M | 0.03% | −889−5.3% | Reduced |
| Orion Portfolio Solutions, LLC | 15,953 | $3.07M | 0.03% | −889−5.3% | Reduced |
| Treasurer of the State of North Carolina | 16,207 | $3.12M | 0.01% | +111+0.7% | Added |
| Yousif Capital Management, LLC | 16,403 | $3.16M | 0.04% | −391−2.3% | Reduced |
| Advisors Capital Management, LLC | 16,558 | $3.19M | 0.06% | +1,373+9.0% | Added |
| Danske Bank A/S | 16,654 | $3.21M | 0.01% | +16,654 | New |
| Monument Capital Management | 17,444 | $3.36M | 0.97% | −1,596−8.4% | Reduced |
| Janus Henderson Group PLC | 17,646 | $3.40M | 0.00% | +20.0% | Added |
| Legato Capital Management LLC | 17,962 | $3.46M | 0.42% | −2,146−10.7% | Reduced |
| Renaissance Technologies LLC | 18,300 | $3.52M | 0.01% | −7,800−29.9% | Reduced |
| State of New Jersey Common Pension Fund D | 18,768 | $3.61M | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 19,052 | $3.67M | 0.02% | −501−2.6% | Reduced |
| Voya Investment Management LLC | 19,205 | $3.70M | 0.00% | −802−4.0% | Reduced |
| South Dakota Investment Council | 19,308 | $3.72M | 0.08% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 19,379 | $3.73M | 0.19% | +19,379 | New |
| Cerity Partners LLC | 19,500 | $3.76M | 0.01% | +5,212+36.5% | Added |
| Jane Street Group, LLC | 19,967 | $3.85M | 0.00% | +9,500+90.8% | Added |
| Ensign Peak Advisors, Inc | 20,622 | $3.97M | 0.01% | −12,562−37.9% | Reduced |
| Mutual of America Capital Management LLC | 20,651 | $3.98M | 0.04% | −839−3.9% | Reduced |
| Seizert Capital Partners, LLC | 21,077 | $4.06M | 0.19% | −10,649−33.6% | Reduced |
| EAM Global Investors LLC | 21,165 | $4.08M | 0.94% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 21,204 | $4.08M | 0.00% | +21,204 | New |
| EAM Investors, LLC | 21,457 | $4.13M | 0.65% | +323+1.5% | Added |
| Martingale Asset Management L P | 21,660 | $4.17M | 0.08% | −555−2.5% | Reduced |
| Guggenheim Capital LLC | 22,244 | $4.28M | 0.03% | +3,511+18.7% | Added |
| Edgestream Partners, L.P. | 22,797 | $4.39M | 0.22% | +15,495+212.2% | Added |
| Teacher Retirement System of Texas | 23,323 | $4.49M | 0.03% | +13,441+136.0% | Added |
| Public Employees Retirement System of Ohio | 23,638 | $4.55M | 0.02% | −1,774−7.0% | Reduced |
| Amalgamated Bank | 23,700 | $4.56M | 0.04% | −2,633−10.0% | Reduced |
| Great West Life Assurance Co | 24,204 | $4.66M | 0.01% | +928+4.0% | Added |
| Allianz Asset Management GmbH | 24,403 | $4.70M | 0.01% | +1,649+7.2% | Added |
| Gotham Asset Management, LLC | 24,521 | $4.72M | 0.07% | −143−0.6% | Reduced |
| Sarasin & Partners LLP | 25,000 | $4.81M | 0.05% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 25,018 | $4.82M | 0.09% | −7,146−22.2% | Reduced |
| Van Eck Associates Corp | 25,933 | $4.99M | 0.01% | −4,793−15.6% | Reduced |
| Algert Global LLC | 26,098 | $5.03M | 0.20% | +15,190+139.3% | Added |
| Verdence Capital Advisors LLC | 26,360 | $5.08M | 0.46% | −2,613−9.0% | Reduced |
| State of Tennessee, Treasury Department | 27,100 | $5.22M | 0.02% | −2,800−9.4% | Reduced |
| Pinebridge Investments, L.P. | 27,728 | $5.34M | 0.04% | −13,852−33.3% | Reduced |
| State Board of Administration of Florida Retirement System | 48,516 | $5.60M | 0.01% | +2,241+4.8% | Added |
| Dorsey Wright & Associates | 29,141 | $5.61M | 1.46% | +29,141 | New |
| First Trust Advisors LP | 29,636 | $5.71M | 0.01% | −168,337−85.0% | Reduced |
| Alberta Investment Management Corp | 29,776 | $5.73M | 0.06% | −1,087−3.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 30,155 | $5.81M | 0.35% | +740+2.5% | Added |
| Canada Pension Plan Investment Board | 30,200 | $5.82M | 0.01% | +10,800+55.7% | Added |
| Texas Permanent School Fund | 30,333 | $5.84M | 0.05% | +392+1.3% | Added |
| Morse Asset Management, Inc | 30,483 | $5.87M | 1.50% | +125+0.4% | Added |
| Manufacturers Life Insurance Company, The | 30,971 | $5.96M | 0.01% | +1,586+5.4% | Added |
| Executive Wealth Management, LLC | 33,113 | $6.27M | 0.55% | −25,126−43.1% | Reduced |
| Comerica Bank | 34,976 | $6.74M | 0.03% | −3,964−10.2% | Reduced |
| State of Alaska, Department of Revenue | 35,055 | $6.75M | 0.08% | 00.0% | Unchanged |
| California State Teachers Retirement System | 36,104 | $6.95M | 0.01% | −2,272−5.9% | Reduced |
| Brandywine Global Investment Management, LLC | 36,469 | $7.02M | 0.05% | −373−1.0% | Reduced |
| Wedge Capital Management L L P | 36,882 | $7.10M | 0.11% | −8,180−18.2% | Reduced |
| Lazard Asset Management LLC | 36,956 | $7.12M | 0.01% | −66,726−64.4% | Reduced |
| Royal Bank of Canada | 37,250 | $7.17M | 0.00% | −3,818−9.3% | Reduced |
| GW&K Investment Management, LLC | 37,670 | $7.25M | 0.06% | −171−0.5% | Reduced |
| Jackson Wealth Management, LLC | 39,057 | $7.52M | 0.94% | +2,424+6.6% | Added |
| Ceredex Value Advisors LLC | 40,407 | $7.78M | 0.14% | −14,343−26.2% | Reduced |
| Alps Advisors Inc | 41,805 | $8.05M | 0.06% | +6,318+17.8% | Added |
| AQR Capital Management LLC | 43,052 | $8.27M | 0.01% | −6,993−14.0% | Reduced |
| AE Wealth Management LLC | 43,282 | $8.34M | 0.09% | +5,622+14.9% | Added |
| UBS Group AG | 43,358 | $8.35M | 0.00% | −9,355−17.7% | Reduced |
| American International Group, Inc. | 45,883 | $8.84M | 0.03% | −937−2.0% | Reduced |
| Castleark Management LLC | 46,930 | $9.04M | 0.38% | −6,270−11.8% | Reduced |
| Segall Bryant & Hamill, LLC | 47,115 | $9.07M | 0.17% | +9,937+26.7% | Added |
| New York State Teachers Retirement System | 50,883 | $9.80M | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 54,151 | $10.4M | 0.04% | +30,759+131.5% | Added |
| Barclays PLC | 54,164 | $10.4M | 0.00% | +15,227+39.1% | Added |
| SEI Investments Co | 55,378 | $10.7M | 0.02% | +1,558+2.9% | Added |
| Ziegler Capital Management, LLC | 84,178 | $10.7M | 0.41% | +49,405+142.1% | Added |
| Credit Suisse AG | 56,213 | $10.8M | 0.01% | +733+1.3% | Added |
| Moody Aldrich Partners LLC | 61,130 | $11.8M | 2.00% | −6,098−9.1% | Reduced |
| Pier Capital, LLC | 61,245 | $11.8M | 1.62% | −14,178−18.8% | Reduced |
| Peregrine Capital Management LLC | 61,262 | $11.8M | 0.34% | −6,794−10.0% | Reduced |
| Walleye Capital LLC | 61,679 | $11.9M | 0.13% | −57,034−48.0% | Reduced |
| Thrivent Financial for Lutherans | 63,661 | $12.3M | 0.02% | +280.0% | Added |
| First Eagle Investment Management, LLC | 64,081 | $12.3M | 0.03% | +800+1.3% | Added |
| Prudential Financial Inc | 65,255 | $12.6M | 0.02% | +59,231+983.3% | Added |
| Wells Fargo & Company | 66,962 | $12.9M | 0.00% | −110−0.2% | Reduced |
| Natixis Advisors, L.P. | 67,379 | $13.0M | 0.03% | +55,341+459.7% | Added |
| Swiss National Bank | 70,600 | $13.6M | 0.01% | −400−0.6% | Reduced |
| Raymond James & Associates | 71,498 | $13.8M | 0.01% | +917+1.3% | Added |
| Fort Washington Investment Advisors Inc | 71,608 | $13.8M | 0.09% | −6,740−8.6% | Reduced |
| Bridgewater Associates, LP | 73,509 | $14.2M | 0.07% | −6,903−8.6% | Reduced |
| Grandeur Peak Global Advisors, LLC | 73,742 | $14.2M | 1.13% | −11,499−13.5% | Reduced |
| Qube Research & Technologies Ltd | 73,978 | $14.2M | 0.03% | +72,910+6,826.8% | Added |
| California Public Employees Retirement System | 74,475 | $14.3M | 0.01% | −4,557−5.8% | Reduced |