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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 12,000 | $2.50M | 0.00% | −6,300−34.4% | Reduced |
| State of New Jersey Common Pension Fund D | 12,099 | $2.52M | 0.01% | −6,669−35.5% | Reduced |
| Essex Investment Management Co LLC | 12,373 | $2.58M | 0.48% | −385−3.0% | Reduced |
| Valley National Advisers Inc | 12,470 | $2.60M | 0.39% | −437−3.4% | Reduced |
| US Bancorp | 12,814 | $2.67M | 0.00% | −1,778−12.2% | Reduced |
| South Dakota Investment Council | 12,822 | $2.67M | 0.05% | −6,486−33.6% | Reduced |
| Cornerstone Investment Partners, LLC | 12,895 | $2.69M | 0.13% | −520−3.9% | Reduced |
| Catalyst Capital Advisors LLC | 13,000 | $2.71M | 0.06% | −50−0.4% | Reduced |
| Pathstone Holdings, LLC | 13,040 | $2.72M | 0.01% | +1,681+14.8% | Added |
| Advisory Services Network, LLC | 13,177 | $2.75M | 0.06% | +770+6.2% | Added |
| Brinker Capital Investments, LLC | 13,527 | $2.82M | 0.03% | −2,426−15.2% | Reduced |
| Orion Portfolio Solutions, LLC | 13,527 | $2.82M | 0.03% | −2,426−15.2% | Reduced |
| Quantinno Capital Management LP | 13,544 | $2.82M | 0.05% | +1,209+9.8% | Added |
| Qube Research & Technologies Ltd | 13,762 | $2.87M | 0.01% | −60,216−81.4% | Reduced |
| Hancock Whitney Corp | 13,886 | $2.89M | 0.10% | −195−1.4% | Reduced |
| Legato Capital Management LLC | 14,219 | $2.96M | 0.40% | −3,743−20.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 14,696 | $3.06M | 0.03% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 14,770 | $3.08M | 0.01% | −12,330−45.5% | Reduced |
| Mariner, LLC | 14,881 | $3.10M | 0.01% | +93+0.6% | Added |
| Van Eck Associates Corp | 14,915 | $3.11M | 0.00% | −11,018−42.5% | Reduced |
| Harbor Advisors LLC | 15,000 | $3.13M | 0.57% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 15,359 | $3.20M | 0.04% | −1,044−6.4% | Reduced |
| Deutsche Bank AG | 15,794 | $3.29M | 0.00% | +6,996+79.5% | Added |
| Advisors Capital Management, LLC | 16,419 | $3.42M | 0.06% | −139−0.8% | Reduced |
| Treasurer of the State of North Carolina | 16,468 | $3.43M | 0.01% | +261+1.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 16,636 | $3.47M | 0.01% | +2,905+21.2% | Added |
| First Trust Advisors LP | 16,956 | $3.53M | 0.00% | −12,680−42.8% | Reduced |
| Monument Capital Management | 17,269 | $3.60M | 1.06% | −175−1.0% | Reduced |
| Janus Henderson Group PLC | 17,465 | $3.64M | 0.00% | −181−1.0% | Reduced |
| Bridgewater Associates, LP | 17,891 | $3.73M | 0.02% | −55,618−75.7% | Reduced |
| Amalgamated Bank | 17,943 | $3.74M | 0.03% | −5,757−24.3% | Reduced |
| Centric Wealth Management | 15,408 | $3.84M | 1.11% | +222+1.5% | Added |
| MetLife Investment Management | 18,668 | $3.89M | 0.02% | −384−2.0% | Reduced |
| Pinebridge Investments, L.P. | 18,731 | $3.89M | 0.03% | −8,997−32.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,728 | $3.90M | 0.04% | +7,132+61.5% | Added |
| Voya Investment Management LLC | 19,024 | $3.97M | 0.00% | −181−0.9% | Reduced |
| Teacher Retirement System of Texas | 19,421 | $4.05M | 0.02% | −3,902−16.7% | Reduced |
| Wedge Capital Management L L P | 19,479 | $4.06M | 0.07% | −17,403−47.2% | Reduced |
| Advisors Asset Management, Inc. | 20,081 | $4.19M | 0.08% | −4,937−19.7% | Reduced |
| Cerity Partners LLC | 20,171 | $4.20M | 0.01% | +671+3.4% | Added |
| Mutual of America Capital Management LLC | 20,288 | $4.23M | 0.05% | −363−1.8% | Reduced |
| Public Employees Retirement System of Ohio | 22,102 | $4.61M | 0.02% | −1,536−6.5% | Reduced |
| Comerica Bank | 22,317 | $4.65M | 0.02% | −12,659−36.2% | Reduced |
| Guggenheim Capital LLC | 22,804 | $4.75M | 0.03% | +560+2.5% | Added |
| Empowered Funds, LLC | 22,833 | $4.76M | 0.08% | +22,833 | New |
| Barclays PLC | 23,453 | $4.89M | 0.00% | −30,711−56.7% | Reduced |
| Jackson Wealth Management, LLC | 23,848 | $4.97M | 1.07% | −15,209−38.9% | Reduced |
| Gotham Asset Management, LLC | 24,236 | $5.05M | 0.07% | −285−1.2% | Reduced |
| Sarasin & Partners LLP | 25,000 | $5.21M | 0.05% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 26,673 | $5.56M | 0.06% | −3,103−10.4% | Reduced |
| Verdence Capital Advisors LLC | 27,246 | $5.68M | 0.51% | +886+3.4% | Added |
| Prudential Financial Inc | 28,315 | $5.90M | 0.01% | −36,940−56.6% | Reduced |
| Dorsey Wright & Associates | 29,516 | $6.15M | 1.60% | +375+1.3% | Added |
| Ensign Peak Advisors, Inc | 29,682 | $6.19M | 0.01% | +9,060+43.9% | Added |
| Great West Life Assurance Co | 30,050 | $6.26M | 0.01% | +5,846+24.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 30,455 | $6.35M | 0.39% | +300+1.0% | Added |
| Manufacturers Life Insurance Company, The | 30,982 | $6.46M | 0.01% | +110.0% | Added |
| Moody Aldrich Partners LLC | 32,628 | $6.80M | 1.33% | −28,502−46.6% | Reduced |
| State of Alaska, Department of Revenue | 35,160 | $7.33M | 0.08% | +105+0.3% | Added |
| Lazard Asset Management LLC | 35,454 | $7.39M | 0.01% | −1,502−4.1% | Reduced |
| Morse Asset Management, Inc | 35,529 | $7.41M | 1.80% | +5,046+16.6% | Added |
| California State Teachers Retirement System | 36,110 | $7.53M | 0.01% | +60.0% | Added |
| Canada Pension Plan Investment Board | 36,500 | $7.61M | 0.01% | +6,300+20.9% | Added |
| Royal Bank of Canada | 36,614 | $7.63M | 0.00% | −636−1.7% | Reduced |
| Brandywine Global Investment Management, LLC | 37,921 | $7.90M | 0.06% | +1,452+4.0% | Added |
| State Board of Administration of Florida Retirement System | 39,875 | $8.31M | 0.02% | −8,641−17.8% | Reduced |
| AE Wealth Management LLC | 39,993 | $8.34M | 0.08% | −3,289−7.6% | Reduced |
| Ceredex Value Advisors LLC | 41,882 | $8.73M | 0.16% | +1,475+3.7% | Added |
| SEI Investments Co | 42,877 | $8.94M | 0.01% | −12,501−22.6% | Reduced |
| Two Sigma Investments, LP | 43,628 | $9.09M | 0.02% | +40,498+1,293.9% | Added |
| Cresset Asset Management, LLC | 43,648 | $9.10M | 0.04% | +39,128+865.7% | Added |
| GW&K Investment Management, LLC | 44,174 | $9.21M | 0.08% | +6,504+17.3% | Added |
| Corebridge Financial, Inc. | 44,825 | $9.34M | 0.05% | +44,825 | New |
| UBS Group AG | 45,338 | $9.45M | 0.00% | +1,980+4.6% | Added |
| Castleark Management LLC | 46,540 | $9.70M | 0.40% | −390−0.8% | Reduced |
| Alps Advisors Inc | 48,388 | $10.1M | 0.07% | +6,583+15.7% | Added |
| Segall Bryant & Hamill, LLC | 48,432 | $10.1M | 0.18% | +1,317+2.8% | Added |
| Point72 Asset Management, L.P. | 50,027 | $10.4M | 0.03% | +50,027 | New |
| New York State Teachers Retirement System | 50,883 | $10.6M | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 51,179 | $10.7M | 0.01% | +38,418+301.1% | Added |
| Wells Fargo & Company | 53,666 | $11.2M | 0.00% | −13,296−19.9% | Reduced |
| Two Sigma Advisers, LP | 54,200 | $11.3M | 0.03% | +40,400+292.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 54,205 | $11.3M | 0.04% | −89,320−62.2% | Reduced |
| Moran Wealth Management, LLC | 55,110 | $11.5M | 0.38% | +55,110 | New |
| Pier Capital, LLC | 56,320 | $11.7M | 1.75% | −4,925−8.0% | Reduced |
| Allianz Asset Management GmbH | 59,611 | $12.4M | 0.02% | +35,208+144.3% | Added |
| Russell Investments Group, Ltd. | 60,177 | $12.5M | 0.02% | −54,535−47.5% | Reduced |
| Thrivent Financial for Lutherans | 61,392 | $12.8M | 0.03% | −2,269−3.6% | Reduced |
| Peregrine Capital Management LLC | 62,067 | $12.9M | 0.38% | +805+1.3% | Added |
| Walleye Capital LLC | 66,169 | $13.8M | 0.14% | +4,490+7.3% | Added |
| Grandeur Peak Global Advisors, LLC | 67,443 | $14.1M | 1.12% | −6,299−8.5% | Reduced |
| Jane Street Group, LLC | 68,110 | $14.2M | 0.02% | +48,143+241.1% | Added |
| Legal & General Group Plc | 68,717 | $14.3M | 0.00% | −6,359−8.5% | Reduced |
| State of Wisconsin Investment Board | 69,083 | $14.4M | 0.04% | −23,205−25.1% | Reduced |
| AQR Capital Management LLC | 72,493 | $14.7M | 0.02% | +29,441+68.4% | Added |
| First Eagle Investment Management, LLC | 70,781 | $14.8M | 0.03% | +6,700+10.5% | Added |
| Nicholas Investment Partners, LP | 71,535 | $14.9M | 1.55% | −16,446−18.7% | Reduced |
| Raymond James & Associates | 71,616 | $14.9M | 0.01% | +118+0.2% | Added |
| Fort Washington Investment Advisors Inc | 71,808 | $15.0M | 0.10% | +200+0.3% | Added |
| Swiss National Bank | 72,300 | $15.1M | 0.01% | +1,700+2.4% | Added |