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, Q2 2024
Institutional positions in Evercore Inc. as of Jun 30, 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
- 471
- +2 vs. Q1 2024
- Shares held
- 33.8M
- +251.4K (+0.7%) vs. Q1 2024
- Total value
- $7.04B
- +$589.6M (+9.1%) vs. Q1 2024
- New holders
- 62
- 154 more added
- Sold out
- 60
- 183 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,720,443 | $775.5M | 0.01% | +74,684+2.0% | Added |
| BlackRock Inc. | 3,503,359 | $730.2M | 0.02% | +38,655+1.1% | Added |
| Boston Partners | 1,675,062 | $350.4M | 0.44% | −34,454−2.0% | Reduced |
| State Street Corp | 1,088,531 | $226.9M | 0.01% | −3,648−0.3% | Reduced |
| Invesco Ltd. | 1,069,475 | $222.9M | 0.05% | +144,701+15.6% | Added |
| Massachusetts Financial Services Co | 1,040,780 | $216.9M | 0.07% | −10,581−1.0% | Reduced |
| TD Asset Management Inc | 1,030,481 | $214.8M | 0.20% | +223,383+27.7% | Added |
| JPMorgan Chase & Co | 948,892 | $197.8M | 0.02% | −108,719−10.3% | Reduced |
| Dimensional Fund Advisors LP | 797,951 | $166.3M | 0.04% | −34,681−4.2% | Reduced |
| Wellington Management Group LLP | 788,205 | $164.3M | 0.03% | +326,205+70.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 745,235 | $155.3M | 0.67% | −581−0.1% | Reduced |
| Geode Capital Management, LLC | 683,865 | $142.6M | 0.01% | +48,297+7.6% | Added |
| Millennium Management LLC | 665,572 | $138.7M | 0.11% | −79,640−10.7% | Reduced |
| Lord, Abbett & Co. LLC | 638,642 | $133.1M | 0.44% | +266,226+71.5% | Added |
| Primecap Management Co | 604,550 | $126.0M | 0.09% | +8,100+1.4% | Added |
| Morgan Stanley | 551,541 | $115.0M | 0.01% | −40,753−6.9% | Reduced |
| Bahl & Gaynor Inc | 426,252 | $88.8M | 0.50% | +1,388+0.3% | Added |
| Channing Capital Management, LLC | 425,840 | $88.8M | 2.44% | −8,589−2.0% | Reduced |
| Norges Bank | 424,163 | $88.4M | 0.01% | +14,494+3.5% | Added |
| Bank of New York Mellon Corp | 411,998 | $85.9M | 0.02% | −11,399−2.7% | Reduced |
| Citadel Advisors LLC | 380,145 | $79.2M | 0.08% | +368,806+3,252.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 346,470 | $72.2M | 0.67% | +54,400+18.6% | Added |
| Fisher Asset Management, LLC | 301,853 | $62.9M | 0.03% | −5,896−1.9% | Reduced |
| Paralel Advisors LLC | 300,000 | $62.5M | 2.99% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 299,790 | $62.5M | 0.46% | −208−0.1% | Reduced |
| Price T Rowe Associates Inc | 282,694 | $58.9M | 0.01% | −7,997−2.8% | Reduced |
| Northern Trust Corp | 281,974 | $58.8M | 0.01% | +39,168+16.1% | Added |
| Charles Schwab Investment Management Inc | 268,760 | $56.0M | 0.01% | +4,859+1.8% | Added |
| Scout Investments, Inc. | 262,147 | $54.6M | 1.47% | −12,498−4.6% | Reduced |
| Epoch Investment Partners, Inc. | 261,849 | $54.6M | 0.25% | +8,421+3.3% | Added |
| Nuveen Asset Management, LLC | 258,301 | $53.8M | 0.02% | −14,662−5.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 240,586 | $50.1M | 0.21% | −117,709−32.9% | Reduced |
| Neuberger Berman Group LLC | 229,555 | $47.8M | 0.04% | +68,594+42.6% | Added |
| Franklin Resources Inc | 226,287 | $47.2M | 0.01% | −2,713−1.2% | Reduced |
| Schroder Investment Management Group | 190,649 | $39.7M | 0.04% | −101,350−34.7% | Reduced |
| Macquarie Group Ltd | 189,077 | $39.4M | 0.05% | −200.0% | Reduced |
| Bank of America Corp | 187,168 | $39.0M | 0.00% | −33,033−15.0% | Reduced |
| Driehaus Capital Management LLC | 181,433 | $37.8M | 0.37% | −22,879−11.2% | Reduced |
| Principal Financial Group Inc | 179,180 | $37.3M | 0.02% | +48,640+37.3% | Added |
| Goldman Sachs Group Inc | 174,684 | $36.4M | 0.01% | +39,192+28.9% | Added |
| UBS Asset Management Americas Inc | 160,042 | $33.4M | 0.01% | +31,720+24.7% | Added |
| American Century Companies Inc | 158,992 | $33.1M | 0.02% | −141,936−47.2% | Reduced |
| ProShare Advisors LLC | 158,938 | $33.1M | 0.09% | −11,765−6.9% | Reduced |
| Global Alpha Capital Management Ltd. | 154,560 | $32.2M | 2.35% | +33,360+27.5% | Added |
| Frontier Capital Management Co LLC | 151,077 | $31.5M | 0.31% | +1,689+1.1% | Added |
| Cookson Peirce & Co Inc | 137,309 | $28.6M | 1.38% | +18,804+15.9% | Added |
| New York State Common Retirement Fund | 133,546 | $27.8M | 0.04% | −6,326−4.5% | Reduced |
| Braun Stacey Associates Inc | 126,736 | $26.4M | 1.02% | +7,158+6.0% | Added |
| Ariel Investments, LLC | 121,221 | $25.3M | 0.27% | −5,022−4.0% | Reduced |
| Victory Capital Management Inc | 120,790 | $25.2M | 0.03% | +34,282+39.6% | Added |
| Glenmede Trust Co NA | 117,680 | $24.5M | 0.12% | −21,487−15.4% | Reduced |
| Great Lakes Advisors, LLC | 116,550 | $24.3M | 0.22% | −5,362−4.4% | Reduced |
| Retirement Systems of Alabama | 114,204 | $23.8M | 0.09% | −6,599−5.5% | Reduced |
| STRS Ohio | 111,940 | $23.3M | 0.09% | −273−0.2% | Reduced |
| Royce & Associates LP | 107,981 | $22.5M | 0.21% | −13,205−10.9% | Reduced |
| Cramer Rosenthal McGlynn LLC | 107,759 | $22.5M | 1.32% | +9,346+9.5% | Added |
| Envestnet Asset Management Inc | 106,903 | $22.3M | 0.01% | −18,532−14.8% | Reduced |
| Rhumbline Advisers | 99,237 | $20.7M | 0.02% | +190.0% | Added |
| Rockefeller Capital Management L.P. | 97,323 | $20.3M | 0.06% | +2,197+2.3% | Added |
| WCM Investment Management, LLC | 97,908 | $19.3M | 0.05% | +1,454+1.5% | Added |
| Man Group plc | 88,946 | $18.5M | 0.05% | +7,349+9.0% | Added |
| Nitorum Capital, L.P. | 88,495 | $18.4M | 2.01% | −31,949−26.5% | Reduced |
| Samlyn Capital, LLC | 82,727 | $17.2M | 0.30% | +82,727 | New |
| Alliancebernstein L.P. | 78,840 | $16.4M | 0.01% | −12,922−14.1% | Reduced |
| Basswood Capital Management, L.L.C. | 76,420 | $15.9M | 1.03% | 00.0% | Unchanged |
| California Public Employees Retirement System | 76,247 | $15.9M | 0.01% | +1,772+2.4% | Added |
| CCM Investment Advisers LLC | 76,211 | $15.9M | 1.87% | −3,315−4.2% | Reduced |
| F/M Investments LLC | 76,166 | $15.9M | 0.57% | +76,166 | New |
| Natixis Advisors, L.P. | 75,905 | $15.8M | 0.03% | +8,526+12.7% | Added |
| Ameriprise Financial Inc | 74,349 | $15.5M | 0.00% | −30,048−28.8% | Reduced |
| FMR LLC | 72,823 | $15.2M | 0.00% | −4,943−6.4% | Reduced |
| Swiss National Bank | 72,300 | $15.1M | 0.01% | +1,700+2.4% | Added |
| Fort Washington Investment Advisors Inc | 71,808 | $15.0M | 0.10% | +200+0.3% | Added |
| Raymond James & Associates | 71,616 | $14.9M | 0.01% | +118+0.2% | Added |
| Nicholas Investment Partners, LP | 71,535 | $14.9M | 1.55% | −16,446−18.7% | Reduced |
| First Eagle Investment Management, LLC | 70,781 | $14.8M | 0.03% | +6,700+10.5% | Added |
| AQR Capital Management LLC | 72,493 | $14.7M | 0.02% | +29,441+68.4% | Added |
| State of Wisconsin Investment Board | 69,083 | $14.4M | 0.04% | −23,205−25.1% | Reduced |
| Legal & General Group Plc | 68,717 | $14.3M | 0.00% | −6,359−8.5% | Reduced |
| Jane Street Group, LLC | 68,110 | $14.2M | 0.02% | +48,143+241.1% | Added |
| Grandeur Peak Global Advisors, LLC | 67,443 | $14.1M | 1.12% | −6,299−8.5% | Reduced |
| Walleye Capital LLC | 66,169 | $13.8M | 0.14% | +4,490+7.3% | Added |
| Peregrine Capital Management LLC | 62,067 | $12.9M | 0.38% | +805+1.3% | Added |
| Thrivent Financial for Lutherans | 61,392 | $12.8M | 0.03% | −2,269−3.6% | Reduced |
| Russell Investments Group, Ltd. | 60,177 | $12.5M | 0.02% | −54,535−47.5% | Reduced |
| Allianz Asset Management GmbH | 59,611 | $12.4M | 0.02% | +35,208+144.3% | Added |
| Pier Capital, LLC | 56,320 | $11.7M | 1.75% | −4,925−8.0% | Reduced |
| Moran Wealth Management, LLC | 55,110 | $11.5M | 0.38% | +55,110 | New |
| Hotchkis & Wiley Capital Management LLC | 54,205 | $11.3M | 0.04% | −89,320−62.2% | Reduced |
| Two Sigma Advisers, LP | 54,200 | $11.3M | 0.03% | +40,400+292.8% | Added |
| Wells Fargo & Company | 53,666 | $11.2M | 0.00% | −13,296−19.9% | Reduced |
| Bank of Montreal | 51,179 | $10.7M | 0.01% | +38,418+301.1% | Added |
| New York State Teachers Retirement System | 50,883 | $10.6M | 0.02% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 50,027 | $10.4M | 0.03% | +50,027 | New |
| Segall Bryant & Hamill, LLC | 48,432 | $10.1M | 0.18% | +1,317+2.8% | Added |
| Alps Advisors Inc | 48,388 | $10.1M | 0.07% | +6,583+15.7% | Added |
| Castleark Management LLC | 46,540 | $9.70M | 0.40% | −390−0.8% | Reduced |
| UBS Group AG | 45,338 | $9.45M | 0.00% | +1,980+4.6% | Added |
| Corebridge Financial, Inc. | 44,825 | $9.34M | 0.05% | +44,825 | New |
| GW&K Investment Management, LLC | 44,174 | $9.21M | 0.08% | +6,504+17.3% | Added |