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 |
|---|---|---|---|---|---|
| FMR LLC | 72,823 | $15.2M | 0.00% | −4,943−6.4% | Reduced |
| Ameriprise Financial Inc | 74,349 | $15.5M | 0.00% | −30,048−28.8% | Reduced |
| Natixis Advisors, L.P. | 75,905 | $15.8M | 0.03% | +8,526+12.7% | Added |
| F/M Investments LLC | 76,166 | $15.9M | 0.57% | +76,166 | New |
| CCM Investment Advisers LLC | 76,211 | $15.9M | 1.87% | −3,315−4.2% | Reduced |
| California Public Employees Retirement System | 76,247 | $15.9M | 0.01% | +1,772+2.4% | Added |
| Basswood Capital Management, L.L.C. | 76,420 | $15.9M | 1.03% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 78,840 | $16.4M | 0.01% | −12,922−14.1% | Reduced |
| Samlyn Capital, LLC | 82,727 | $17.2M | 0.30% | +82,727 | New |
| Nitorum Capital, L.P. | 88,495 | $18.4M | 2.01% | −31,949−26.5% | Reduced |
| Man Group plc | 88,946 | $18.5M | 0.05% | +7,349+9.0% | Added |
| WCM Investment Management, LLC | 97,908 | $19.3M | 0.05% | +1,454+1.5% | Added |
| Rockefeller Capital Management L.P. | 97,323 | $20.3M | 0.06% | +2,197+2.3% | Added |
| Rhumbline Advisers | 99,237 | $20.7M | 0.02% | +190.0% | Added |
| Envestnet Asset Management Inc | 106,903 | $22.3M | 0.01% | −18,532−14.8% | Reduced |
| Cramer Rosenthal McGlynn LLC | 107,759 | $22.5M | 1.32% | +9,346+9.5% | Added |
| Royce & Associates LP | 107,981 | $22.5M | 0.21% | −13,205−10.9% | Reduced |
| STRS Ohio | 111,940 | $23.3M | 0.09% | −273−0.2% | Reduced |
| Retirement Systems of Alabama | 114,204 | $23.8M | 0.09% | −6,599−5.5% | Reduced |
| Great Lakes Advisors, LLC | 116,550 | $24.3M | 0.22% | −5,362−4.4% | Reduced |
| Glenmede Trust Co NA | 117,680 | $24.5M | 0.12% | −21,487−15.4% | Reduced |
| Victory Capital Management Inc | 120,790 | $25.2M | 0.03% | +34,282+39.6% | Added |
| Ariel Investments, LLC | 121,221 | $25.3M | 0.27% | −5,022−4.0% | Reduced |
| Braun Stacey Associates Inc | 126,736 | $26.4M | 1.02% | +7,158+6.0% | Added |
| New York State Common Retirement Fund | 133,546 | $27.8M | 0.04% | −6,326−4.5% | Reduced |
| Cookson Peirce & Co Inc | 137,309 | $28.6M | 1.38% | +18,804+15.9% | Added |
| Frontier Capital Management Co LLC | 151,077 | $31.5M | 0.31% | +1,689+1.1% | Added |
| Global Alpha Capital Management Ltd. | 154,560 | $32.2M | 2.35% | +33,360+27.5% | Added |
| ProShare Advisors LLC | 158,938 | $33.1M | 0.09% | −11,765−6.9% | Reduced |
| American Century Companies Inc | 158,992 | $33.1M | 0.02% | −141,936−47.2% | Reduced |
| UBS Asset Management Americas Inc | 160,042 | $33.4M | 0.01% | +31,720+24.7% | Added |
| Goldman Sachs Group Inc | 174,684 | $36.4M | 0.01% | +39,192+28.9% | Added |
| Principal Financial Group Inc | 179,180 | $37.3M | 0.02% | +48,640+37.3% | Added |
| Driehaus Capital Management LLC | 181,433 | $37.8M | 0.37% | −22,879−11.2% | Reduced |
| Bank of America Corp | 187,168 | $39.0M | 0.00% | −33,033−15.0% | Reduced |
| Macquarie Group Ltd | 189,077 | $39.4M | 0.05% | −200.0% | Reduced |
| Schroder Investment Management Group | 190,649 | $39.7M | 0.04% | −101,350−34.7% | Reduced |
| Franklin Resources Inc | 226,287 | $47.2M | 0.01% | −2,713−1.2% | Reduced |
| Neuberger Berman Group LLC | 229,555 | $47.8M | 0.04% | +68,594+42.6% | Added |
| Jacobs Levy Equity Management, Inc | 240,586 | $50.1M | 0.21% | −117,709−32.9% | Reduced |
| Nuveen Asset Management, LLC | 258,301 | $53.8M | 0.02% | −14,662−5.4% | Reduced |
| Epoch Investment Partners, Inc. | 261,849 | $54.6M | 0.25% | +8,421+3.3% | Added |
| Scout Investments, Inc. | 262,147 | $54.6M | 1.47% | −12,498−4.6% | Reduced |
| Charles Schwab Investment Management Inc | 268,760 | $56.0M | 0.01% | +4,859+1.8% | Added |
| Northern Trust Corp | 281,974 | $58.8M | 0.01% | +39,168+16.1% | Added |
| Price T Rowe Associates Inc | 282,694 | $58.9M | 0.01% | −7,997−2.8% | Reduced |
| Boston Trust Walden Corp | 299,790 | $62.5M | 0.46% | −208−0.1% | Reduced |
| Paralel Advisors LLC | 300,000 | $62.5M | 2.99% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 301,853 | $62.9M | 0.03% | −5,896−1.9% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 346,470 | $72.2M | 0.67% | +54,400+18.6% | Added |
| Citadel Advisors LLC | 380,145 | $79.2M | 0.08% | +368,806+3,252.5% | Added |
| Bank of New York Mellon Corp | 411,998 | $85.9M | 0.02% | −11,399−2.7% | Reduced |
| Norges Bank | 424,163 | $88.4M | 0.01% | +14,494+3.5% | Added |
| Channing Capital Management, LLC | 425,840 | $88.8M | 2.44% | −8,589−2.0% | Reduced |
| Bahl & Gaynor Inc | 426,252 | $88.8M | 0.50% | +1,388+0.3% | Added |
| Morgan Stanley | 551,541 | $115.0M | 0.01% | −40,753−6.9% | Reduced |
| Primecap Management Co | 604,550 | $126.0M | 0.09% | +8,100+1.4% | Added |
| Lord, Abbett & Co. LLC | 638,642 | $133.1M | 0.44% | +266,226+71.5% | Added |
| Millennium Management LLC | 665,572 | $138.7M | 0.11% | −79,640−10.7% | Reduced |
| Geode Capital Management, LLC | 683,865 | $142.6M | 0.01% | +48,297+7.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 745,235 | $155.3M | 0.67% | −581−0.1% | Reduced |
| Wellington Management Group LLP | 788,205 | $164.3M | 0.03% | +326,205+70.6% | Added |
| Dimensional Fund Advisors LP | 797,951 | $166.3M | 0.04% | −34,681−4.2% | Reduced |
| JPMorgan Chase & Co | 948,892 | $197.8M | 0.02% | −108,719−10.3% | Reduced |
| TD Asset Management Inc | 1,030,481 | $214.8M | 0.20% | +223,383+27.7% | Added |
| Massachusetts Financial Services Co | 1,040,780 | $216.9M | 0.07% | −10,581−1.0% | Reduced |
| Invesco Ltd. | 1,069,475 | $222.9M | 0.05% | +144,701+15.6% | Added |
| State Street Corp | 1,088,531 | $226.9M | 0.01% | −3,648−0.3% | Reduced |
| Boston Partners | 1,675,062 | $350.4M | 0.44% | −34,454−2.0% | Reduced |
| BlackRock Inc. | 3,503,359 | $730.2M | 0.02% | +38,655+1.1% | Added |
| Vanguard Group Inc | 3,720,443 | $775.5M | 0.01% | +74,684+2.0% | Added |
| Azora Capital LP | 0 | $0 | 0.00% | −170,278−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −158,445−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −79,903−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −45,883−100.0% | Sold out |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −33,113−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −30,333−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −21,204−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −21,165−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −21,077−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −19,379−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −16,654−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −11,864−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,404−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −8,596−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,844−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −5,472−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,246−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −5,064−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −4,379−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,218−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,089−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,703−100.0% | Sold out |
| Wright Investors Service Inc | 0 | $0 | 0.00% | −3,611−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −3,370−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −3,204−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −2,476−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,401−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −2,245−100.0% | Sold out |