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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 7,314 | $1.85M | 0.06% | −223−3.0% | Reduced |
| Wambolt & Associates, LLC | 7,754 | $1.95M | 0.53% | +20+0.3% | Added |
| Caitlin John, LLC | 6,492 | $1.96M | 1.26% | −1,090−14.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,859 | $1.99M | 0.01% | +5+0.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,861 | $1.99M | 0.01% | +414+5.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,910 | $2.00M | 0.05% | +10.0% | Added |
| Deutsche Bank AG | 7,986 | $2.02M | 0.00% | −7,808−49.4% | Reduced |
| QSV Equity Investors LLC | 7,999 | $2.03M | 1.90% | 00.0% | Unchanged |
| Amundi | 8,226 | $2.05M | 0.00% | +8,226 | New |
| Bank of Montreal | 8,117 | $2.06M | 0.00% | −43,062−84.1% | Reduced |
| First Trust Advisors LP | 8,149 | $2.06M | 0.00% | −8,807−51.9% | Reduced |
| Dana Investment Advisors, Inc. | 8,198 | $2.08M | 0.07% | −29−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,339 | $2.11M | 0.01% | +2,699+47.9% | Added |
| O'Shaughnessy Asset Management, LLC | 7,876 | $2.13M | 0.02% | +538+7.3% | Added |
| JustInvest LLC | 8,440 | $2.14M | 0.03% | +508+6.4% | Added |
| State of Michigan Retirement System | 8,505 | $2.15M | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 8,748 | $2.22M | 0.00% | −15−0.2% | Reduced |
| Caption Management, LLC | 8,751 | $2.22M | 0.24% | +8,751 | New |
| Shilanski & Associates, Inc. | 8,754 | $2.22M | 0.72% | +354+4.2% | Added |
| Lisanti Capital Growth, LLC | 8,765 | $2.22M | 0.56% | +8,765 | New |
| Atria Investments LLC | 8,830 | $2.24M | 0.03% | +2,576+41.2% | Added |
| CI Private Wealth, LLC | 8,923 | $2.26M | 0.00% | −138−1.5% | Reduced |
| Eagle Rock Investment Company, LLC | 9,263 | $2.35M | 0.39% | 00.0% | Unchanged |
| Jane Street Group, LLC | 9,263 | $2.35M | 0.00% | −58,847−86.4% | Reduced |
| Nisa Investment Advisors, LLC | 9,420 | $2.39M | 0.01% | +5,735+155.6% | Added |
| Great Diamond Partners, LLC | 9,458 | $2.40M | 0.61% | +6,198+190.1% | Added |
| Campbell Newman Asset Management Inc | 9,603 | $2.43M | 0.18% | −156−1.6% | Reduced |
| Louisiana State Employees Retirement System | 9,900 | $2.51M | 0.05% | −100−1.0% | Reduced |
| Credit Agricole S A | 9,939 | $2.52M | 0.01% | +9,939 | New |
| Prescott Group Capital Management, L.L.C. | 9,940 | $2.52M | 0.37% | +3,000+43.2% | Added |
| TD Waterhouse Canada Inc. | 10,182 | $2.56M | 0.02% | +1,129+12.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,197 | $2.58M | 0.00% | −81−0.8% | Reduced |
| Susquehanna International Group, LLP | 10,299 | $2.61M | 0.00% | +6,098+145.2% | Added |
| Citigroup Inc | 10,310 | $2.61M | 0.00% | +3,937+61.8% | Added |
| Arizona State Retirement System | 10,537 | $2.67M | 0.02% | +251+2.4% | Added |
| Cetera Investment Advisers | 10,661 | $2.70M | 0.01% | +5,006+88.5% | Added |
| Advisory Services Network, LLC | 13,177 | $2.75M | 0.06% | 00.0% | Unchanged |
| US Bancorp | 10,968 | $2.78M | 0.00% | −1,846−14.4% | Reduced |
| Handelsbanken Fonder AB | 11,037 | $2.80M | 0.01% | +4,100+59.1% | Added |
| EFG Asset Management (North America) Corp. | 11,064 | $2.80M | 0.47% | −44−0.4% | Reduced |
| Tremblant Capital Group | 11,517 | $2.92M | 0.33% | +866+8.1% | Added |
| Brinker Capital Investments, LLC | 11,852 | $3.00M | 0.03% | −1,675−12.4% | Reduced |
| Orion Portfolio Solutions, LLC | 11,852 | $3.00M | 0.03% | −1,675−12.4% | Reduced |
| Rocky Mountain Advisers, LLC | 11,900 | $3.01M | 0.92% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 12,035 | $3.05M | 0.17% | +12,035 | New |
| State of New Jersey Common Pension Fund D | 12,099 | $3.07M | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 12,206 | $3.09M | 0.01% | −834−6.4% | Reduced |
| Essex Investment Management Co LLC | 12,407 | $3.14M | 0.55% | +34+0.3% | Added |
| BNP Paribas Arbitrage, SA | 12,426 | $3.15M | 0.00% | +7,397+147.1% | Added |
| Catalyst Capital Advisors LLC | 12,600 | $3.19M | 0.07% | −400−3.1% | Reduced |
| South Dakota Investment Council | 12,822 | $3.25M | 0.06% | 00.0% | Unchanged |
| Bridge City Capital, LLC | 12,908 | $3.27M | 0.90% | +1,854+16.8% | Added |
| Arrowstreet Capital, Limited Partnership | 12,920 | $3.27M | 0.00% | +12,920 | New |
| Advisors Asset Management, Inc. | 13,119 | $3.32M | 0.06% | −6,962−34.7% | Reduced |
| Algert Global LLC | 13,120 | $3.32M | 0.09% | +9,420+254.6% | Added |
| Hancock Whitney Corp | 13,159 | $3.33M | 0.11% | −727−5.2% | Reduced |
| Yousif Capital Management, LLC | 13,555 | $3.43M | 0.04% | −1,804−11.7% | Reduced |
| Alyeska Investment Group, L.P. | 14,517 | $3.68M | 0.02% | +14,517 | New |
| Mariner, LLC | 14,675 | $3.72M | 0.01% | −206−1.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 14,696 | $3.72M | 0.04% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 14,696 | $3.72M | 0.04% | +14,696 | New |
| State of Tennessee, Treasury Department | 14,770 | $3.74M | 0.01% | 00.0% | Unchanged |
| Teza Capital Management LLC | 14,781 | $3.74M | 0.41% | +14,781 | New |
| Harbor Advisors LLC | 15,000 | $3.80M | 0.64% | 00.0% | Unchanged |
| Comerica Bank | 15,399 | $3.90M | 0.02% | −6,918−31.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 15,631 | $3.96M | 0.01% | −1,005−6.0% | Reduced |
| Legato Capital Management LLC | 15,709 | $3.98M | 0.49% | +1,490+10.5% | Added |
| Advisors Capital Management, LLC | 16,265 | $4.12M | 0.07% | −154−0.9% | Reduced |
| Treasurer of the State of North Carolina | 16,531 | $4.19M | 0.02% | +63+0.4% | Added |
| Janus Henderson Group PLC | 16,665 | $4.22M | 0.00% | −800−4.6% | Reduced |
| Trexquant Investment LP | 16,784 | $4.25M | 0.05% | +16,784 | New |
| EAM Investors, LLC | 17,046 | $4.32M | 0.65% | +6,162+56.6% | Added |
| Monument Capital Management | 17,126 | $4.34M | 1.20% | −143−0.8% | Reduced |
| Amalgamated Bank | 17,466 | $4.42M | 0.04% | −477−2.7% | Reduced |
| Quantinno Capital Management LP | 17,588 | $4.46M | 0.06% | +4,044+29.9% | Added |
| Teachers Retirement System of the State of Kentucky | 17,917 | $4.54M | 0.04% | −811−4.3% | Reduced |
| LPL Financial LLC | 18,256 | $4.63M | 0.00% | +9,724+114.0% | Added |
| EAM Global Investors LLC | 18,281 | $4.63M | 0.93% | +18,281 | New |
| MetLife Investment Management | 18,431 | $4.67M | 0.03% | −237−1.3% | Reduced |
| Centric Wealth Management | 15,060 | $4.76M | 1.28% | −348−2.3% | Reduced |
| Mutual of America Capital Management LLC | 19,270 | $4.88M | 0.05% | −1,018−5.0% | Reduced |
| Public Employees Retirement System of Ohio | 19,565 | $4.96M | 0.02% | −2,537−11.5% | Reduced |
| Empowered Funds, LLC | 19,983 | $5.06M | 0.08% | −2,850−12.5% | Reduced |
| Colony Group, LLC | 20,818 | $5.27M | 0.02% | +19,328+1,297.2% | Added |
| Van Eck Associates Corp | 20,882 | $5.38M | 0.01% | +5,967+40.0% | Added |
| Grandeur Peak Global Advisors, LLC | 22,291 | $5.65M | 0.47% | −45,152−66.9% | Reduced |
| Gotham Asset Management, LLC | 22,592 | $5.72M | 0.06% | −1,644−6.8% | Reduced |
| Cerity Partners LLC | 23,177 | $5.87M | 0.01% | +3,006+14.9% | Added |
| Price T Rowe Associates Inc | 23,292 | $5.90M | 0.00% | −259,402−91.8% | Reduced |
| Stifel Financial Corp | 23,377 | $5.92M | 0.01% | +11,468+96.3% | Added |
| Barclays PLC | 24,251 | $6.14M | 0.00% | +798+3.4% | Added |
| Bridgewater Associates, LP | 24,763 | $6.27M | 0.04% | +6,872+38.4% | Added |
| Sarasin & Partners LLP | 25,000 | $6.33M | 0.06% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 25,693 | $6.51M | 0.01% | −9,761−27.5% | Reduced |
| Guggenheim Capital LLC | 26,633 | $6.75M | 0.05% | +3,829+16.8% | Added |
| Alps Advisors Inc | 27,783 | $7.04M | 0.05% | −20,605−42.6% | Reduced |
| Verdence Capital Advisors LLC | 28,132 | $7.13M | 0.57% | +886+3.3% | Added |
| Teacher Retirement System of Texas | 28,981 | $7.34M | 0.03% | +9,560+49.2% | Added |
| Ensign Peak Advisors, Inc | 29,027 | $7.35M | 0.01% | −655−2.2% | Reduced |
| Alberta Investment Management Corp | 29,211 | $7.40M | 0.06% | +2,538+9.5% | Added |