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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 75,076 | $14.5M | 0.00% | −1,430−1.9% | Reduced |
| Basswood Capital Management, L.L.C. | 76,420 | $14.7M | 0.86% | −9,387−10.9% | Reduced |
| FMR LLC | 77,766 | $15.0M | 0.00% | +1,139+1.5% | Added |
| CCM Investment Advisers LLC | 79,526 | $15.3M | 1.83% | −8,008−9.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 79,903 | $15.4M | 0.30% | +79,903 | New |
| Man Group plc | 81,597 | $15.7M | 0.04% | −5,498−6.3% | Reduced |
| Victory Capital Management Inc | 86,508 | $16.7M | 0.02% | −1,926−2.2% | Reduced |
| Nicholas Investment Partners, LP | 87,981 | $16.9M | 1.74% | +1,445+1.7% | Added |
| Alliancebernstein L.P. | 91,762 | $17.7M | 0.01% | −9,230−9.1% | Reduced |
| State of Wisconsin Investment Board | 92,288 | $17.8M | 0.05% | −15,074−14.0% | Reduced |
| Rockefeller Capital Management L.P. | 95,126 | $18.3M | 0.05% | −4,132−4.2% | Reduced |
| WCM Investment Management, LLC | 96,454 | $18.6M | 0.04% | −37,984−28.3% | Reduced |
| Cramer Rosenthal McGlynn LLC | 98,413 | $19.0M | 1.03% | +18,966+23.9% | Added |
| Rhumbline Advisers | 99,218 | $19.1M | 0.02% | −4,065−3.9% | Reduced |
| Ameriprise Financial Inc | 104,397 | $20.1M | 0.01% | −11,305−9.8% | Reduced |
| STRS Ohio | 112,213 | $21.6M | 0.09% | −61,567−35.4% | Reduced |
| Russell Investments Group, Ltd. | 114,712 | $22.1M | 0.03% | −1,530−1.3% | Reduced |
| Cookson Peirce & Co Inc | 118,505 | $22.8M | 1.22% | +593+0.5% | Added |
| Braun Stacey Associates Inc | 119,578 | $23.0M | 0.91% | +119,578 | New |
| Nitorum Capital, L.P. | 120,444 | $23.2M | 2.36% | −34,916−22.5% | Reduced |
| Retirement Systems of Alabama | 120,803 | $23.3M | 0.09% | +114+0.1% | Added |
| Royce & Associates LP | 121,186 | $23.3M | 0.21% | +16,207+15.4% | Added |
| Global Alpha Capital Management Ltd. | 121,200 | $23.3M | 1.74% | +54,900+82.8% | Added |
| Great Lakes Advisors, LLC | 121,912 | $23.5M | 0.20% | +793+0.7% | Added |
| Envestnet Asset Management Inc | 125,435 | $24.2M | 0.01% | +13,082+11.6% | Added |
| Ariel Investments, LLC | 126,243 | $24.3M | 0.24% | −36,507−22.4% | Reduced |
| UBS Asset Management Americas Inc | 128,322 | $24.7M | 0.01% | +573+0.4% | Added |
| Principal Financial Group Inc | 130,540 | $25.1M | 0.01% | +3,241+2.5% | Added |
| Goldman Sachs Group Inc | 135,492 | $26.1M | 0.01% | −11,253−7.7% | Reduced |
| Glenmede Trust Co NA | 139,167 | $26.8M | 0.13% | +5,219+3.9% | Added |
| New York State Common Retirement Fund | 139,872 | $26.9M | 0.04% | −2,185−1.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 143,525 | $27.6M | 0.09% | −227,970−61.4% | Reduced |
| Frontier Capital Management Co LLC | 149,388 | $28.8M | 0.27% | −50,567−25.3% | Reduced |
| Clark Capital Management Group, Inc. | 158,445 | $30.5M | 0.23% | −83,741−34.6% | Reduced |
| Neuberger Berman Group LLC | 160,961 | $31.0M | 0.03% | +74,308+85.8% | Added |
| Azora Capital LP | 170,278 | $32.8M | 2.38% | +170,278 | New |
| ProShare Advisors LLC | 170,703 | $32.9M | 0.09% | −54,908−24.3% | Reduced |
| Macquarie Group Ltd | 189,097 | $36.4M | 0.04% | −9,348−4.7% | Reduced |
| Driehaus Capital Management LLC | 204,312 | $39.3M | 0.39% | −45,006−18.1% | Reduced |
| Bank of America Corp | 220,201 | $42.4M | 0.00% | +50,905+30.1% | Added |
| Franklin Resources Inc | 229,000 | $44.1M | 0.01% | −13,059−5.4% | Reduced |
| Northern Trust Corp | 242,806 | $46.8M | 0.01% | −31,143−11.4% | Reduced |
| Epoch Investment Partners, Inc. | 253,428 | $48.8M | 0.22% | −101,037−28.5% | Reduced |
| Charles Schwab Investment Management Inc | 263,901 | $50.8M | 0.01% | +6,687+2.6% | Added |
| Scout Investments, Inc. | 274,645 | $52.0M | 1.28% | −36,977−11.9% | Reduced |
| Nuveen Asset Management, LLC | 272,963 | $52.6M | 0.02% | −283−0.1% | Reduced |
| Price T Rowe Associates Inc | 290,691 | $56.0M | 0.01% | +273,637+1,604.5% | Added |
| Schroder Investment Management Group | 291,999 | $56.2M | 0.07% | −24,234−7.7% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 292,070 | $56.3M | 0.49% | +292,070 | New |
| Boston Trust Walden Corp | 299,998 | $57.8M | 0.41% | −2,238−0.7% | Reduced |
| Paralel Advisors LLC | 300,000 | $57.8M | 2.65% | 00.0% | Unchanged |
| American Century Companies Inc | 300,928 | $58.0M | 0.04% | −241,339−44.5% | Reduced |
| Fisher Asset Management, LLC | 307,749 | $59.3M | 0.03% | +2,185+0.7% | Added |
| Jacobs Levy Equity Management, Inc | 358,295 | $69.0M | 0.31% | +15,112+4.4% | Added |
| Lord, Abbett & Co. LLC | 372,416 | $71.7M | 0.23% | +365,963+5,671.2% | Added |
| Norges Bank | 409,669 | $78.9M | 0.01% | +16,629+4.2% | Added |
| Bank of New York Mellon Corp | 423,397 | $81.5M | 0.02% | −56,247−11.7% | Reduced |
| Bahl & Gaynor Inc | 424,864 | $81.8M | 0.46% | −16,434−3.7% | Reduced |
| Channing Capital Management, LLC | 434,429 | $83.7M | 2.24% | +16,858+4.0% | Added |
| Wellington Management Group LLP | 462,000 | $89.0M | 0.02% | +295,755+177.9% | Added |
| Morgan Stanley | 592,294 | $114.1M | 0.01% | −67,348−10.2% | Reduced |
| Primecap Management Co | 596,450 | $114.9M | 0.09% | −60,430−9.2% | Reduced |
| Geode Capital Management, LLC | 635,568 | $122.4M | 0.01% | +35,606+5.9% | Added |
| Millennium Management LLC | 745,212 | $143.5M | 0.12% | −582,039−43.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 745,816 | $143.6M | 0.63% | +27,132+3.8% | Added |
| TD Asset Management Inc | 807,098 | $155.4M | 0.14% | +706,913+705.6% | Added |
| Dimensional Fund Advisors LP | 832,632 | $160.4M | 0.04% | −26,205−3.1% | Reduced |
| Invesco Ltd. | 924,774 | $178.1M | 0.04% | +139,195+17.7% | Added |
| Massachusetts Financial Services Co | 1,051,361 | $202.5M | 0.06% | −7,164−0.7% | Reduced |
| JPMorgan Chase & Co | 1,057,611 | $203.7M | 0.02% | −233,961−18.1% | Reduced |
| State Street Corp | 1,092,179 | $210.3M | 0.01% | +35,939+3.4% | Added |
| Boston Partners | 1,709,516 | $328.6M | 0.39% | +51,028+3.1% | Added |
| BlackRock Inc. | 3,464,704 | $667.3M | 0.02% | +273,364+8.6% | Added |
| Vanguard Group Inc | 3,645,759 | $702.1M | 0.01% | −49,145−1.3% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −366,229−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −105,700−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −50,737−100.0% | Sold out |
| Bernzott Capital Advisors | 0 | $0 | 0.00% | −49,171−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −13,701−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −5,203−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,017−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −3,330−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,098−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −2,993−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,806−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −2,666−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −2,618−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −2,102−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −2,078−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −2,064−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −2,008−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,775−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,612−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −1,558−100.0% | Sold out |
| CBOE Vest Financial, LLC | 0 | $0 | 0.00% | −1,445−100.0% | Sold out |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −1,339−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −1,290−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −1,176−100.0% | Sold out |