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, Q3 2024
Institutional positions in Evercore Inc. as of Sep 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
- 514
- +46 vs. Q2 2024
- Shares held
- 33.3M
- +3.05M (+10.1%) vs. Q2 2024
- Total value
- $8.41B
- +$2.10B (+33.2%) vs. Q2 2024
- New holders
- 94
- 161 more added
- Sold out
- 48
- 171 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,842,460 | $973.4M | 0.02% | +122,017+3.3% | Added |
| BlackRock, Inc. | 3,500,581 | $886.8M | 0.02% | +3,500,581 | New |
| Boston Partners | 1,484,167 | $376.7M | 0.44% | −190,895−11.4% | Reduced |
| Wellington Management Group LLP | 1,368,129 | $346.6M | 0.06% | +579,924+73.6% | Added |
| Invesco Ltd. | 1,286,322 | $325.9M | 0.06% | +216,847+20.3% | Added |
| State Street Corp | 1,099,160 | $278.5M | 0.01% | +10,629+1.0% | Added |
| TD Asset Management Inc | 1,057,730 | $268.8M | 0.24% | +27,249+2.6% | Added |
| Lord, Abbett & Co. LLC | 922,978 | $233.8M | 0.74% | +284,336+44.5% | Added |
| Massachusetts Financial Services Co | 907,767 | $230.0M | 0.07% | −133,013−12.8% | Reduced |
| JPMorgan Chase & Co | 802,912 | $203.4M | 0.02% | −145,980−15.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 733,004 | $185.7M | 0.73% | −12,231−1.6% | Reduced |
| Geode Capital Management, LLC | 718,208 | $182.0M | 0.01% | +34,343+5.0% | Added |
| Dimensional Fund Advisors LP | 591,874 | $149.9M | 0.04% | −206,077−25.8% | Reduced |
| Morgan Stanley | 539,992 | $136.8M | 0.01% | −11,549−2.1% | Reduced |
| FMR LLC | 451,822 | $114.5M | 0.01% | +378,999+520.4% | Added |
| Bahl & Gaynor Inc | 435,921 | $110.4M | 0.57% | +9,669+2.3% | Added |
| Norges Bank | 427,423 | $108.3M | 0.02% | +3,260+0.8% | Added |
| Millennium Management LLC | 390,758 | $99.0M | 0.09% | −274,814−41.3% | Reduced |
| Bank of New York Mellon Corp | 376,032 | $95.3M | 0.02% | −35,966−8.7% | Reduced |
| Charles Schwab Investment Management Inc | 366,028 | $92.7M | 0.02% | +97,268+36.2% | Added |
| Primecap Management Co | 350,520 | $88.8M | 0.07% | −254,030−42.0% | Reduced |
| Fisher Asset Management, LLC | 320,228 | $81.1M | 0.03% | +18,375+6.1% | Added |
| Paralel Advisors LLC | 300,000 | $76.0M | 3.32% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 270,965 | $68.6M | 0.31% | +9,116+3.5% | Added |
| Channing Capital Management, LLC | 270,647 | $68.6M | 1.75% | −155,193−36.4% | Reduced |
| Northern Trust Corp | 268,352 | $68.0M | 0.01% | −13,622−4.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 261,475 | $66.2M | 0.26% | +20,889+8.7% | Added |
| Nuveen Asset Management, LLC | 257,667 | $65.3M | 0.02% | −634−0.2% | Reduced |
| Driehaus Capital Management LLC | 240,855 | $61.0M | 0.52% | +59,422+32.8% | Added |
| Franklin Resources Inc | 223,369 | $60.5M | 0.02% | −2,918−1.3% | Reduced |
| Boston Trust Walden Corp | 231,193 | $58.6M | 0.41% | −68,597−22.9% | Reduced |
| Goldman Sachs Group Inc | 218,785 | $55.4M | 0.01% | +44,101+25.2% | Added |
| Macquarie Group Ltd | 206,861 | $52.4M | 0.06% | +17,784+9.4% | Added |
| Bank of America Corp | 202,342 | $51.3M | 0.00% | +15,174+8.1% | Added |
| Neuberger Berman Group LLC | 179,692 | $45.5M | 0.04% | −49,863−21.7% | Reduced |
| American Century Companies Inc | 178,853 | $45.3M | 0.03% | +19,861+12.5% | Added |
| Principal Financial Group Inc | 163,968 | $41.5M | 0.02% | −15,212−8.5% | Reduced |
| Global Alpha Capital Management Ltd. | 157,160 | $39.8M | 2.59% | +2,600+1.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 155,535 | $39.4M | 0.35% | −190,935−55.1% | Reduced |
| Schroder Investment Management Group | 153,195 | $38.9M | 0.04% | −37,454−19.6% | Reduced |
| Scout Investments, Inc. | 145,751 | $38.7M | 1.02% | −116,396−44.4% | Reduced |
| AQR Capital Management LLC | 150,502 | $38.0M | 0.05% | +78,009+107.6% | Added |
| Frontier Capital Management Co LLC | 146,510 | $37.1M | 0.35% | −4,567−3.0% | Reduced |
| Braun Stacey Associates Inc | 138,158 | $35.0M | 1.33% | +11,422+9.0% | Added |
| Cookson Peirce & Co Inc | 137,107 | $34.7M | 1.63% | −202−0.1% | Reduced |
| ProShare Advisors LLC | 136,023 | $34.5M | 0.08% | −22,915−14.4% | Reduced |
| Victory Capital Management Inc | 122,383 | $31.0M | 0.03% | +1,593+1.3% | Added |
| Envestnet Asset Management Inc | 120,683 | $30.6M | 0.01% | +13,780+12.9% | Added |
| Tudor Investment Corp Et Al | 117,303 | $29.7M | 0.33% | +107,845+1,140.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 114,733 | $29.1M | 0.07% | +114,733 | New |
| Retirement Systems of Alabama | 113,777 | $28.8M | 0.11% | −427−0.4% | Reduced |
| STRS Ohio | 110,928 | $28.1M | 0.11% | −1,012−0.9% | Reduced |
| Man Group plc | 110,466 | $28.0M | 0.08% | +21,520+24.2% | Added |
| Glenmede Trust Co NA | 109,802 | $27.8M | 0.13% | −7,878−6.7% | Reduced |
| Royce & Associates LP | 100,924 | $25.6M | 0.23% | −7,057−6.5% | Reduced |
| UBS Asset Management Americas Inc | 99,346 | $25.2M | 0.01% | −60,696−37.9% | Reduced |
| Rhumbline Advisers | 96,973 | $24.6M | 0.02% | −2,264−2.3% | Reduced |
| WCM Investment Management, LLC | 95,366 | $24.2M | 0.05% | −2,542−2.6% | Reduced |
| Rockefeller Capital Management L.P. | 94,999 | $24.1M | 0.06% | −2,324−2.4% | Reduced |
| Great Lakes Advisors, LLC | 91,895 | $23.3M | 0.19% | −24,655−21.2% | Reduced |
| New York State Common Retirement Fund | 90,846 | $23.0M | 0.03% | −42,700−32.0% | Reduced |
| Holocene Advisors, LP | 86,520 | $21.9M | 0.09% | +86,520 | New |
| Nicholas Investment Partners, LP | 79,232 | $20.1M | 1.84% | +7,697+10.8% | Added |
| Two Sigma Investments, LP | 77,979 | $19.8M | 0.04% | +34,351+78.7% | Added |
| Basswood Capital Management, L.L.C. | 76,420 | $19.4M | 1.00% | 00.0% | Unchanged |
| California Public Employees Retirement System | 75,742 | $19.2M | 0.01% | −505−0.7% | Reduced |
| F/M Investments LLC | 75,722 | $19.2M | 0.66% | −444−0.6% | Reduced |
| Moran Wealth Management, LLC | 75,058 | $19.0M | 0.59% | +19,948+36.2% | Added |
| Nitorum Capital, L.P. | 74,571 | $18.9M | 1.90% | −13,924−15.7% | Reduced |
| Swiss National Bank | 71,400 | $18.1M | 0.01% | −900−1.2% | Reduced |
| Raymond James & Associates | 70,902 | $18.0M | 0.01% | −714−1.0% | Reduced |
| Ameriprise Financial Inc | 70,596 | $17.9M | 0.00% | −3,753−5.0% | Reduced |
| Legal & General Group Plc | 70,303 | $17.8M | 0.00% | +1,586+2.3% | Added |
| First Eagle Investment Management, LLC | 70,081 | $17.8M | 0.04% | −700−1.0% | Reduced |
| Russell Investments Group, Ltd. | 69,788 | $17.7M | 0.03% | +9,611+16.0% | Added |
| Cramer Rosenthal McGlynn LLC | 69,445 | $17.6M | 0.98% | −38,314−35.6% | Reduced |
| State of Wisconsin Investment Board | 68,989 | $17.5M | 0.04% | −94−0.1% | Reduced |
| CCM Investment Advisers LLC | 66,127 | $16.8M | 1.87% | −10,084−13.2% | Reduced |
| Qube Research & Technologies Ltd | 63,353 | $16.0M | 0.03% | +49,591+360.3% | Added |
| Alliancebernstein L.P. | 62,363 | $15.8M | 0.01% | −16,477−20.9% | Reduced |
| Two Sigma Advisers, LP | 62,200 | $15.8M | 0.04% | +8,000+14.8% | Added |
| Fort Washington Investment Advisors Inc | 59,718 | $15.1M | 0.09% | −12,090−16.8% | Reduced |
| Wells Fargo & Company | 59,554 | $15.1M | 0.00% | +5,888+11.0% | Added |
| GW&K Investment Management, LLC | 56,563 | $14.3M | 0.12% | +12,389+28.0% | Added |
| Thrivent Financial for Lutherans | 54,360 | $13.8M | 0.03% | −7,032−11.5% | Reduced |
| UBS Group AG | 54,303 | $13.8M | 0.00% | +8,965+19.8% | Added |
| Royal Bank of Canada | 53,957 | $13.7M | 0.00% | +17,343+47.4% | Added |
| Allianz Asset Management GmbH | 53,393 | $13.5M | 0.02% | −6,218−10.4% | Reduced |
| New York State Teachers Retirement System | 50,883 | $12.9M | 0.03% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 50,485 | $12.8M | 0.39% | −11,582−18.7% | Reduced |
| AE Wealth Management LLC | 46,446 | $11.8M | 0.11% | +6,453+16.1% | Added |
| Castleark Management LLC | 44,880 | $11.4M | 0.46% | −1,660−3.6% | Reduced |
| Cresset Asset Management, LLC | 44,567 | $11.3M | 0.04% | +919+2.1% | Added |
| Natixis Advisors, L.P. | 43,288 | $11.0M | 0.02% | −32,617−43.0% | Reduced |
| Dorsey Wright & Associates | 43,223 | $10.9M | 2.59% | +13,707+46.4% | Added |
| Corebridge Financial, Inc. | 42,162 | $10.7M | 0.06% | −2,663−5.9% | Reduced |
| Jackson Wealth Management, LLC | 39,592 | $10.0M | 1.20% | +15,744+66.0% | Added |
| Brandywine Global Investment Management, LLC | 36,982 | $10.0M | 0.07% | −939−2.5% | Reduced |
| SEI Investments Co | 39,540 | $10.0M | 0.01% | −3,337−7.8% | Reduced |
| Rheos Capital Works Inc. | 37,000 | $9.37M | 0.49% | +37,000 | New |