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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 43,282 | $8.34M | 0.09% | +5,622+14.9% | Added |
| AQR Capital Management LLC | 43,052 | $8.27M | 0.01% | −6,993−14.0% | Reduced |
| Alps Advisors Inc | 41,805 | $8.05M | 0.06% | +6,318+17.8% | Added |
| Ceredex Value Advisors LLC | 40,407 | $7.78M | 0.14% | −14,343−26.2% | Reduced |
| Jackson Wealth Management, LLC | 39,057 | $7.52M | 0.94% | +2,424+6.6% | Added |
| GW&K Investment Management, LLC | 37,670 | $7.25M | 0.06% | −171−0.5% | Reduced |
| Royal Bank of Canada | 37,250 | $7.17M | 0.00% | −3,818−9.3% | Reduced |
| Lazard Asset Management LLC | 36,956 | $7.12M | 0.01% | −66,726−64.4% | Reduced |
| Wedge Capital Management L L P | 36,882 | $7.10M | 0.11% | −8,180−18.2% | Reduced |
| Brandywine Global Investment Management, LLC | 36,469 | $7.02M | 0.05% | −373−1.0% | Reduced |
| California State Teachers Retirement System | 36,104 | $6.95M | 0.01% | −2,272−5.9% | Reduced |
| State of Alaska, Department of Revenue | 35,055 | $6.75M | 0.08% | 00.0% | Unchanged |
| Comerica Bank | 34,976 | $6.74M | 0.03% | −3,964−10.2% | Reduced |
| Executive Wealth Management, LLC | 33,113 | $6.27M | 0.55% | −25,126−43.1% | Reduced |
| Manufacturers Life Insurance Company, The | 30,971 | $5.96M | 0.01% | +1,586+5.4% | Added |
| Morse Asset Management, Inc | 30,483 | $5.87M | 1.50% | +125+0.4% | Added |
| Texas Permanent School Fund | 30,333 | $5.84M | 0.05% | +392+1.3% | Added |
| Canada Pension Plan Investment Board | 30,200 | $5.82M | 0.01% | +10,800+55.7% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 30,155 | $5.81M | 0.35% | +740+2.5% | Added |
| Alberta Investment Management Corp | 29,776 | $5.73M | 0.06% | −1,087−3.5% | Reduced |
| First Trust Advisors LP | 29,636 | $5.71M | 0.01% | −168,337−85.0% | Reduced |
| Dorsey Wright & Associates | 29,141 | $5.61M | 1.46% | +29,141 | New |
| State Board of Administration of Florida Retirement System | 48,516 | $5.60M | 0.01% | +2,241+4.8% | Added |
| Pinebridge Investments, L.P. | 27,728 | $5.34M | 0.04% | −13,852−33.3% | Reduced |
| State of Tennessee, Treasury Department | 27,100 | $5.22M | 0.02% | −2,800−9.4% | Reduced |
| Verdence Capital Advisors LLC | 26,360 | $5.08M | 0.46% | −2,613−9.0% | Reduced |
| Algert Global LLC | 26,098 | $5.03M | 0.20% | +15,190+139.3% | Added |
| Van Eck Associates Corp | 25,933 | $4.99M | 0.01% | −4,793−15.6% | Reduced |
| Advisors Asset Management, Inc. | 25,018 | $4.82M | 0.09% | −7,146−22.2% | Reduced |
| Sarasin & Partners LLP | 25,000 | $4.81M | 0.05% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 24,521 | $4.72M | 0.07% | −143−0.6% | Reduced |
| Allianz Asset Management GmbH | 24,403 | $4.70M | 0.01% | +1,649+7.2% | Added |
| Great West Life Assurance Co | 24,204 | $4.66M | 0.01% | +928+4.0% | Added |
| Amalgamated Bank | 23,700 | $4.56M | 0.04% | −2,633−10.0% | Reduced |
| Public Employees Retirement System of Ohio | 23,638 | $4.55M | 0.02% | −1,774−7.0% | Reduced |
| Teacher Retirement System of Texas | 23,323 | $4.49M | 0.03% | +13,441+136.0% | Added |
| Edgestream Partners, L.P. | 22,797 | $4.39M | 0.22% | +15,495+212.2% | Added |
| Guggenheim Capital LLC | 22,244 | $4.28M | 0.03% | +3,511+18.7% | Added |
| Martingale Asset Management L P | 21,660 | $4.17M | 0.08% | −555−2.5% | Reduced |
| EAM Investors, LLC | 21,457 | $4.13M | 0.65% | +323+1.5% | Added |
| Arrowstreet Capital, Limited Partnership | 21,204 | $4.08M | 0.00% | +21,204 | New |
| EAM Global Investors LLC | 21,165 | $4.08M | 0.94% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 21,077 | $4.06M | 0.19% | −10,649−33.6% | Reduced |
| Mutual of America Capital Management LLC | 20,651 | $3.98M | 0.04% | −839−3.9% | Reduced |
| Ensign Peak Advisors, Inc | 20,622 | $3.97M | 0.01% | −12,562−37.9% | Reduced |
| Jane Street Group, LLC | 19,967 | $3.85M | 0.00% | +9,500+90.8% | Added |
| Cerity Partners LLC | 19,500 | $3.76M | 0.01% | +5,212+36.5% | Added |
| Point72 Hong Kong Ltd | 19,379 | $3.73M | 0.19% | +19,379 | New |
| South Dakota Investment Council | 19,308 | $3.72M | 0.08% | 00.0% | Unchanged |
| Voya Investment Management LLC | 19,205 | $3.70M | 0.00% | −802−4.0% | Reduced |
| MetLife Investment Management | 19,052 | $3.67M | 0.02% | −501−2.6% | Reduced |
| State of New Jersey Common Pension Fund D | 18,768 | $3.61M | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 18,300 | $3.52M | 0.01% | −7,800−29.9% | Reduced |
| Legato Capital Management LLC | 17,962 | $3.46M | 0.42% | −2,146−10.7% | Reduced |
| Janus Henderson Group PLC | 17,646 | $3.40M | 0.00% | +20.0% | Added |
| Monument Capital Management | 17,444 | $3.36M | 0.97% | −1,596−8.4% | Reduced |
| Danske Bank A/S | 16,654 | $3.21M | 0.01% | +16,654 | New |
| Advisors Capital Management, LLC | 16,558 | $3.19M | 0.06% | +1,373+9.0% | Added |
| Yousif Capital Management, LLC | 16,403 | $3.16M | 0.04% | −391−2.3% | Reduced |
| Treasurer of the State of North Carolina | 16,207 | $3.12M | 0.01% | +111+0.7% | 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 |
| HSBC Holdings PLC | 15,826 | $3.05M | 0.00% | +9,962+169.9% | Added |
| Harbor Advisors LLC | 15,000 | $2.89M | 0.53% | 00.0% | Unchanged |
| Mariner, LLC | 14,788 | $2.85M | 0.01% | +10,361+234.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 14,696 | $2.83M | 0.03% | −11,018−42.8% | Reduced |
| US Bancorp | 14,592 | $2.81M | 0.00% | −3,556−19.6% | Reduced |
| Centric Wealth Management | 15,186 | $2.76M | 0.88% | +602+4.1% | Added |
| Ausbil Investment Management Ltd | 14,490 | $2.74M | 1.37% | +3,601+33.1% | Added |
| Hancock Whitney Corp | 14,081 | $2.71M | 0.09% | −8,526−37.7% | Reduced |
| Two Sigma Advisers, LP | 13,800 | $2.66M | 0.01% | +100+0.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 13,731 | $2.60M | 0.01% | −119−0.9% | Reduced |
| Cornerstone Investment Partners, LLC | 13,415 | $2.58M | 0.13% | +25+0.2% | Added |
| Catalyst Capital Advisors LLC | 13,050 | $2.51M | 0.06% | −225−1.7% | Reduced |
| Valley National Advisers Inc | 12,907 | $2.48M | 0.38% | −686−5.0% | Reduced |
| Bank of Montreal | 12,761 | $2.47M | 0.00% | +5,005+64.5% | Added |
| Essex Investment Management Co LLC | 12,758 | $2.46M | 0.48% | −4,897−27.7% | Reduced |
| Stifel Financial Corp | 12,578 | $2.42M | 0.00% | +5,351+74.0% | Added |
| Advisory Services Network, LLC | 12,407 | $2.39M | 0.05% | +530+4.5% | Added |
| Quantinno Capital Management LP | 12,335 | $2.38M | 0.05% | +893+7.8% | Added |
| Rocky Mountain Advisers, LLC | 11,900 | $2.29M | 0.73% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 11,864 | $2.29M | 0.01% | +8,199+223.7% | Added |
| Teachers Retirement System of the State of Kentucky | 11,596 | $2.23M | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 11,359 | $2.19M | 0.01% | +4,188+58.4% | Added |
| Citadel Advisors LLC | 11,339 | $2.18M | 0.00% | +11,339 | New |
| Aquatic Capital Management LLC | 11,200 | $2.16M | 0.07% | +11,200 | New |
| EFG Asset Management (North America) Corp. | 11,055 | $2.13M | 0.37% | −784−6.6% | Reduced |
| Bridge City Capital, LLC | 11,032 | $2.12M | 0.77% | +86+0.8% | Added |
| BNP Paribas Arbitrage, SA | 10,644 | $2.05M | 0.00% | +714+7.2% | Added |
| Louisiana State Employees Retirement System | 10,000 | $1.93M | 0.04% | +300+3.1% | Added |
| Arizona State Retirement System | 9,836 | $1.89M | 0.01% | −226−2.2% | Reduced |
| Campbell Newman Asset Management Inc | 9,803 | $1.89M | 0.15% | +228+2.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 9,673 | $1.86M | 0.00% | +4,299+80.0% | Added |
| Caitlin John, LLC | 9,456 | $1.82M | 1.38% | +201+2.2% | Added |
| Dynamic Technology Lab Private Ltd | 9,404 | $1.81M | 0.19% | +9,404 | New |
| Advisor Group Holdings, Inc. | 9,301 | $1.79M | 0.00% | −20,826−69.1% | Reduced |
| Eagle Rock Investment Company, LLC | 9,269 | $1.79M | 0.33% | 00.0% | Unchanged |
| Deutsche Bank AG | 8,798 | $1.69M | 0.00% | +29+0.3% | Added |
| Oregon Public Employees Retirement Fund | 8,598 | $1.66M | 0.03% | −1,200−12.2% | Reduced |
| Inceptionr LLC | 8,596 | $1.66M | 0.43% | +5,604+187.3% | Added |