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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 43,648 | $9.10M | 0.04% | +39,128+865.7% | Added |
| Two Sigma Investments, LP | 43,628 | $9.09M | 0.02% | +40,498+1,293.9% | Added |
| SEI Investments Co | 42,877 | $8.94M | 0.01% | −12,501−22.6% | Reduced |
| Ceredex Value Advisors LLC | 41,882 | $8.73M | 0.16% | +1,475+3.7% | Added |
| AE Wealth Management LLC | 39,993 | $8.34M | 0.08% | −3,289−7.6% | Reduced |
| State Board of Administration of Florida Retirement System | 39,875 | $8.31M | 0.02% | −8,641−17.8% | Reduced |
| Brandywine Global Investment Management, LLC | 37,921 | $7.90M | 0.06% | +1,452+4.0% | Added |
| Royal Bank of Canada | 36,614 | $7.63M | 0.00% | −636−1.7% | Reduced |
| Canada Pension Plan Investment Board | 36,500 | $7.61M | 0.01% | +6,300+20.9% | Added |
| California State Teachers Retirement System | 36,110 | $7.53M | 0.01% | +60.0% | Added |
| Morse Asset Management, Inc | 35,529 | $7.41M | 1.80% | +5,046+16.6% | Added |
| Lazard Asset Management LLC | 35,454 | $7.39M | 0.01% | −1,502−4.1% | Reduced |
| State of Alaska, Department of Revenue | 35,160 | $7.33M | 0.08% | +105+0.3% | Added |
| Moody Aldrich Partners LLC | 32,628 | $6.80M | 1.33% | −28,502−46.6% | Reduced |
| Manufacturers Life Insurance Company, The | 30,982 | $6.46M | 0.01% | +110.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 30,455 | $6.35M | 0.39% | +300+1.0% | Added |
| Great West Life Assurance Co | 30,050 | $6.26M | 0.01% | +5,846+24.2% | Added |
| Ensign Peak Advisors, Inc | 29,682 | $6.19M | 0.01% | +9,060+43.9% | Added |
| Dorsey Wright & Associates | 29,516 | $6.15M | 1.60% | +375+1.3% | Added |
| Prudential Financial Inc | 28,315 | $5.90M | 0.01% | −36,940−56.6% | Reduced |
| Verdence Capital Advisors LLC | 27,246 | $5.68M | 0.51% | +886+3.4% | Added |
| Alberta Investment Management Corp | 26,673 | $5.56M | 0.06% | −3,103−10.4% | Reduced |
| Sarasin & Partners LLP | 25,000 | $5.21M | 0.05% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 24,236 | $5.05M | 0.07% | −285−1.2% | Reduced |
| Jackson Wealth Management, LLC | 23,848 | $4.97M | 1.07% | −15,209−38.9% | Reduced |
| Barclays PLC | 23,453 | $4.89M | 0.00% | −30,711−56.7% | Reduced |
| Empowered Funds, LLC | 22,833 | $4.76M | 0.08% | +22,833 | New |
| Guggenheim Capital LLC | 22,804 | $4.75M | 0.03% | +560+2.5% | Added |
| Comerica Bank | 22,317 | $4.65M | 0.02% | −12,659−36.2% | Reduced |
| Public Employees Retirement System of Ohio | 22,102 | $4.61M | 0.02% | −1,536−6.5% | Reduced |
| Mutual of America Capital Management LLC | 20,288 | $4.23M | 0.05% | −363−1.8% | Reduced |
| Cerity Partners LLC | 20,171 | $4.20M | 0.01% | +671+3.4% | Added |
| Advisors Asset Management, Inc. | 20,081 | $4.19M | 0.08% | −4,937−19.7% | Reduced |
| Wedge Capital Management L L P | 19,479 | $4.06M | 0.07% | −17,403−47.2% | Reduced |
| Teacher Retirement System of Texas | 19,421 | $4.05M | 0.02% | −3,902−16.7% | Reduced |
| Voya Investment Management LLC | 19,024 | $3.97M | 0.00% | −181−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,728 | $3.90M | 0.04% | +7,132+61.5% | Added |
| Pinebridge Investments, L.P. | 18,731 | $3.89M | 0.03% | −8,997−32.4% | Reduced |
| MetLife Investment Management | 18,668 | $3.89M | 0.02% | −384−2.0% | Reduced |
| Centric Wealth Management | 15,408 | $3.84M | 1.11% | +222+1.5% | Added |
| Amalgamated Bank | 17,943 | $3.74M | 0.03% | −5,757−24.3% | Reduced |
| Bridgewater Associates, LP | 17,891 | $3.73M | 0.02% | −55,618−75.7% | Reduced |
| Janus Henderson Group PLC | 17,465 | $3.64M | 0.00% | −181−1.0% | Reduced |
| Monument Capital Management | 17,269 | $3.60M | 1.06% | −175−1.0% | Reduced |
| First Trust Advisors LP | 16,956 | $3.53M | 0.00% | −12,680−42.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 16,636 | $3.47M | 0.01% | +2,905+21.2% | Added |
| Treasurer of the State of North Carolina | 16,468 | $3.43M | 0.01% | +261+1.6% | Added |
| Advisors Capital Management, LLC | 16,419 | $3.42M | 0.06% | −139−0.8% | Reduced |
| Deutsche Bank AG | 15,794 | $3.29M | 0.00% | +6,996+79.5% | Added |
| Yousif Capital Management, LLC | 15,359 | $3.20M | 0.04% | −1,044−6.4% | Reduced |
| Harbor Advisors LLC | 15,000 | $3.13M | 0.57% | 00.0% | Unchanged |
| Van Eck Associates Corp | 14,915 | $3.11M | 0.00% | −11,018−42.5% | Reduced |
| Mariner, LLC | 14,881 | $3.10M | 0.01% | +93+0.6% | Added |
| State of Tennessee, Treasury Department | 14,770 | $3.08M | 0.01% | −12,330−45.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 14,696 | $3.06M | 0.03% | 00.0% | Unchanged |
| Legato Capital Management LLC | 14,219 | $2.96M | 0.40% | −3,743−20.8% | Reduced |
| Hancock Whitney Corp | 13,886 | $2.89M | 0.10% | −195−1.4% | Reduced |
| Qube Research & Technologies Ltd | 13,762 | $2.87M | 0.01% | −60,216−81.4% | Reduced |
| Quantinno Capital Management LP | 13,544 | $2.82M | 0.05% | +1,209+9.8% | 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 |
| Advisory Services Network, LLC | 13,177 | $2.75M | 0.06% | +770+6.2% | Added |
| Pathstone Holdings, LLC | 13,040 | $2.72M | 0.01% | +1,681+14.8% | Added |
| Catalyst Capital Advisors LLC | 13,000 | $2.71M | 0.06% | −50−0.4% | Reduced |
| Cornerstone Investment Partners, LLC | 12,895 | $2.69M | 0.13% | −520−3.9% | Reduced |
| South Dakota Investment Council | 12,822 | $2.67M | 0.05% | −6,486−33.6% | Reduced |
| US Bancorp | 12,814 | $2.67M | 0.00% | −1,778−12.2% | Reduced |
| Valley National Advisers Inc | 12,470 | $2.60M | 0.39% | −437−3.4% | Reduced |
| Essex Investment Management Co LLC | 12,373 | $2.58M | 0.48% | −385−3.0% | Reduced |
| State of New Jersey Common Pension Fund D | 12,099 | $2.52M | 0.01% | −6,669−35.5% | Reduced |
| Renaissance Technologies LLC | 12,000 | $2.50M | 0.00% | −6,300−34.4% | Reduced |
| Stifel Financial Corp | 11,909 | $2.48M | 0.00% | −669−5.3% | Reduced |
| Rocky Mountain Advisers, LLC | 11,900 | $2.48M | 0.83% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 11,108 | $2.31M | 0.40% | +53+0.5% | Added |
| Bridge City Capital, LLC | 11,054 | $2.30M | 0.77% | +22+0.2% | Added |
| EAM Investors, LLC | 10,884 | $2.27M | 0.37% | −10,573−49.3% | Reduced |
| Tremblant Capital Group | 10,651 | $2.22M | 0.25% | +3,683+52.9% | Added |
| HSBC Holdings PLC | 10,453 | $2.16M | 0.00% | −5,373−34.0% | Reduced |
| Arizona State Retirement System | 10,286 | $2.14M | 0.01% | +450+4.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,278 | $2.14M | 0.00% | +605+6.3% | Added |
| Louisiana State Employees Retirement System | 10,000 | $2.08M | 0.04% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 9,759 | $2.03M | 0.16% | −44−0.4% | Reduced |
| Tudor Investment Corp Et Al | 9,458 | $1.97M | 0.02% | +9,458 | New |
| Eagle Rock Investment Company, LLC | 9,263 | $1.93M | 0.35% | −6−0.1% | Reduced |
| TD Waterhouse Canada Inc. | 9,053 | $1.91M | 0.02% | +998+12.4% | Added |
| CI Private Wealth, LLC | 9,061 | $1.89M | 0.00% | +837+10.2% | Added |
| Edgestream Partners, L.P. | 8,782 | $1.83M | 0.09% | −14,015−61.5% | Reduced |
| Truist Financial Corp | 8,763 | $1.83M | 0.00% | +465+5.6% | Added |
| LPL Financial LLC | 8,532 | $1.78M | 0.00% | +137+1.6% | Added |
| State of Michigan Retirement System | 8,505 | $1.77M | 0.01% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 8,400 | $1.75M | 0.59% | −40−0.5% | Reduced |
| Riverwater Partners LLC | 8,389 | $1.75M | 1.30% | −89−1.0% | Reduced |
| Dana Investment Advisors, Inc. | 8,227 | $1.71M | 0.06% | +17+0.2% | Added |
| QSV Equity Investors LLC | 7,999 | $1.67M | 1.74% | −46−0.6% | Reduced |
| Summit Global Investments | 7,944 | $1.66M | 0.11% | +7,944 | New |
| JustInvest LLC | 7,932 | $1.65M | 0.03% | +1,280+19.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,909 | $1.65M | 0.04% | +179+2.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,854 | $1.64M | 0.01% | +187+2.4% | Added |
| Wambolt & Associates, LLC | 7,734 | $1.63M | 0.47% | +308+4.1% | Added |
| Caitlin John, LLC | 7,582 | $1.58M | 1.15% | −1,874−19.8% | Reduced |