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 |
|---|---|---|---|---|---|
| Pinebridge Investments, L.P. | 29,614 | $7.50M | 0.06% | +10,883+58.1% | Added |
| Ceredex Value Advisors LLC | 29,625 | $7.51M | 0.15% | −12,257−29.3% | Reduced |
| Segall Bryant & Hamill, LLC | 30,183 | $7.65M | 0.10% | −18,249−37.7% | Reduced |
| Manufacturers Life Insurance Company, The | 30,360 | $7.69M | 0.01% | −622−2.0% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 30,590 | $7.75M | 0.44% | +135+0.4% | Added |
| Voya Investment Management LLC | 31,308 | $7.93M | 0.01% | +12,284+64.6% | Added |
| Prudential Financial Inc | 32,461 | $8.22M | 0.01% | +4,146+14.6% | Added |
| Pier Capital, LLC | 32,762 | $8.30M | 1.17% | −23,558−41.8% | Reduced |
| Great West Life Assurance Co | 33,285 | $8.43M | 0.01% | +3,235+10.8% | Added |
| California State Teachers Retirement System | 34,881 | $8.84M | 0.01% | −1,229−3.4% | Reduced |
| State of Alaska, Department of Revenue | 35,440 | $8.98M | 0.10% | +280+0.8% | Added |
| State Board of Administration of Florida Retirement System | 36,465 | $9.24M | 0.02% | −3,410−8.6% | Reduced |
| Canada Pension Plan Investment Board | 36,500 | $9.25M | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 36,800 | $9.32M | 2.01% | +1,271+3.6% | Added |
| Rheos Capital Works Inc. | 37,000 | $9.37M | 0.49% | +37,000 | New |
| SEI Investments Co | 39,540 | $10.0M | 0.01% | −3,337−7.8% | Reduced |
| Brandywine Global Investment Management, LLC | 36,982 | $10.0M | 0.07% | −939−2.5% | Reduced |
| Jackson Wealth Management, LLC | 39,592 | $10.0M | 1.20% | +15,744+66.0% | Added |
| Corebridge Financial, Inc. | 42,162 | $10.7M | 0.06% | −2,663−5.9% | Reduced |
| Dorsey Wright & Associates | 43,223 | $10.9M | 2.59% | +13,707+46.4% | Added |
| Natixis Advisors, L.P. | 43,288 | $11.0M | 0.02% | −32,617−43.0% | Reduced |
| Cresset Asset Management, LLC | 44,567 | $11.3M | 0.04% | +919+2.1% | Added |
| Castleark Management LLC | 44,880 | $11.4M | 0.46% | −1,660−3.6% | Reduced |
| AE Wealth Management LLC | 46,446 | $11.8M | 0.11% | +6,453+16.1% | Added |
| Peregrine Capital Management LLC | 50,485 | $12.8M | 0.39% | −11,582−18.7% | Reduced |
| New York State Teachers Retirement System | 50,883 | $12.9M | 0.03% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 53,393 | $13.5M | 0.02% | −6,218−10.4% | Reduced |
| Royal Bank of Canada | 53,957 | $13.7M | 0.00% | +17,343+47.4% | Added |
| UBS Group AG | 54,303 | $13.8M | 0.00% | +8,965+19.8% | Added |
| Thrivent Financial for Lutherans | 54,360 | $13.8M | 0.03% | −7,032−11.5% | Reduced |
| GW&K Investment Management, LLC | 56,563 | $14.3M | 0.12% | +12,389+28.0% | Added |
| Wells Fargo & Company | 59,554 | $15.1M | 0.00% | +5,888+11.0% | Added |
| Fort Washington Investment Advisors Inc | 59,718 | $15.1M | 0.09% | −12,090−16.8% | Reduced |
| Two Sigma Advisers, LP | 62,200 | $15.8M | 0.04% | +8,000+14.8% | Added |
| Alliancebernstein L.P. | 62,363 | $15.8M | 0.01% | −16,477−20.9% | Reduced |
| Qube Research & Technologies Ltd | 63,353 | $16.0M | 0.03% | +49,591+360.3% | Added |
| CCM Investment Advisers LLC | 66,127 | $16.8M | 1.87% | −10,084−13.2% | Reduced |
| State of Wisconsin Investment Board | 68,989 | $17.5M | 0.04% | −94−0.1% | Reduced |
| Cramer Rosenthal McGlynn LLC | 69,445 | $17.6M | 0.98% | −38,314−35.6% | Reduced |
| Russell Investments Group, Ltd. | 69,788 | $17.7M | 0.03% | +9,611+16.0% | Added |
| First Eagle Investment Management, LLC | 70,081 | $17.8M | 0.04% | −700−1.0% | Reduced |
| Legal & General Group Plc | 70,303 | $17.8M | 0.00% | +1,586+2.3% | Added |
| Ameriprise Financial Inc | 70,596 | $17.9M | 0.00% | −3,753−5.0% | Reduced |
| Raymond James & Associates | 70,902 | $18.0M | 0.01% | −714−1.0% | Reduced |
| Swiss National Bank | 71,400 | $18.1M | 0.01% | −900−1.2% | Reduced |
| Nitorum Capital, L.P. | 74,571 | $18.9M | 1.90% | −13,924−15.7% | Reduced |
| Moran Wealth Management, LLC | 75,058 | $19.0M | 0.59% | +19,948+36.2% | Added |
| F/M Investments LLC | 75,722 | $19.2M | 0.66% | −444−0.6% | Reduced |
| California Public Employees Retirement System | 75,742 | $19.2M | 0.01% | −505−0.7% | Reduced |
| Basswood Capital Management, L.L.C. | 76,420 | $19.4M | 1.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 77,979 | $19.8M | 0.04% | +34,351+78.7% | Added |
| Nicholas Investment Partners, LP | 79,232 | $20.1M | 1.84% | +7,697+10.8% | Added |
| Holocene Advisors, LP | 86,520 | $21.9M | 0.09% | +86,520 | New |
| New York State Common Retirement Fund | 90,846 | $23.0M | 0.03% | −42,700−32.0% | Reduced |
| Great Lakes Advisors, LLC | 91,895 | $23.3M | 0.19% | −24,655−21.2% | Reduced |
| Rockefeller Capital Management L.P. | 94,999 | $24.1M | 0.06% | −2,324−2.4% | Reduced |
| WCM Investment Management, LLC | 95,366 | $24.2M | 0.05% | −2,542−2.6% | Reduced |
| Rhumbline Advisers | 96,973 | $24.6M | 0.02% | −2,264−2.3% | Reduced |
| UBS Asset Management Americas Inc | 99,346 | $25.2M | 0.01% | −60,696−37.9% | Reduced |
| Royce & Associates LP | 100,924 | $25.6M | 0.23% | −7,057−6.5% | Reduced |
| Glenmede Trust Co NA | 109,802 | $27.8M | 0.13% | −7,878−6.7% | Reduced |
| Man Group plc | 110,466 | $28.0M | 0.08% | +21,520+24.2% | Added |
| STRS Ohio | 110,928 | $28.1M | 0.11% | −1,012−0.9% | Reduced |
| Retirement Systems of Alabama | 113,777 | $28.8M | 0.11% | −427−0.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 114,733 | $29.1M | 0.07% | +114,733 | New |
| Tudor Investment Corp Et Al | 117,303 | $29.7M | 0.33% | +107,845+1,140.3% | Added |
| Envestnet Asset Management Inc | 120,683 | $30.6M | 0.01% | +13,780+12.9% | Added |
| Victory Capital Management Inc | 122,383 | $31.0M | 0.03% | +1,593+1.3% | Added |
| ProShare Advisors LLC | 136,023 | $34.5M | 0.08% | −22,915−14.4% | Reduced |
| Cookson Peirce & Co Inc | 137,107 | $34.7M | 1.63% | −202−0.1% | Reduced |
| Braun Stacey Associates Inc | 138,158 | $35.0M | 1.33% | +11,422+9.0% | Added |
| Frontier Capital Management Co LLC | 146,510 | $37.1M | 0.35% | −4,567−3.0% | Reduced |
| AQR Capital Management LLC | 150,502 | $38.0M | 0.05% | +78,009+107.6% | Added |
| Scout Investments, Inc. | 145,751 | $38.7M | 1.02% | −116,396−44.4% | Reduced |
| Schroder Investment Management Group | 153,195 | $38.9M | 0.04% | −37,454−19.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 155,535 | $39.4M | 0.35% | −190,935−55.1% | Reduced |
| Global Alpha Capital Management Ltd. | 157,160 | $39.8M | 2.59% | +2,600+1.7% | Added |
| Principal Financial Group Inc | 163,968 | $41.5M | 0.02% | −15,212−8.5% | Reduced |
| American Century Companies Inc | 178,853 | $45.3M | 0.03% | +19,861+12.5% | Added |
| Neuberger Berman Group LLC | 179,692 | $45.5M | 0.04% | −49,863−21.7% | Reduced |
| Bank of America Corp | 202,342 | $51.3M | 0.00% | +15,174+8.1% | Added |
| Macquarie Group Ltd | 206,861 | $52.4M | 0.06% | +17,784+9.4% | Added |
| Goldman Sachs Group Inc | 218,785 | $55.4M | 0.01% | +44,101+25.2% | Added |
| Boston Trust Walden Corp | 231,193 | $58.6M | 0.41% | −68,597−22.9% | Reduced |
| Franklin Resources Inc | 223,369 | $60.5M | 0.02% | −2,918−1.3% | Reduced |
| Driehaus Capital Management LLC | 240,855 | $61.0M | 0.52% | +59,422+32.8% | Added |
| Nuveen Asset Management, LLC | 257,667 | $65.3M | 0.02% | −634−0.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 261,475 | $66.2M | 0.26% | +20,889+8.7% | Added |
| Northern Trust Corp | 268,352 | $68.0M | 0.01% | −13,622−4.8% | Reduced |
| Channing Capital Management, LLC | 270,647 | $68.6M | 1.75% | −155,193−36.4% | Reduced |
| Epoch Investment Partners, Inc. | 270,965 | $68.6M | 0.31% | +9,116+3.5% | Added |
| Paralel Advisors LLC | 300,000 | $76.0M | 3.32% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 320,228 | $81.1M | 0.03% | +18,375+6.1% | Added |
| Primecap Management Co | 350,520 | $88.8M | 0.07% | −254,030−42.0% | Reduced |
| Charles Schwab Investment Management Inc | 366,028 | $92.7M | 0.02% | +97,268+36.2% | Added |
| Bank of New York Mellon Corp | 376,032 | $95.3M | 0.02% | −35,966−8.7% | Reduced |
| Millennium Management LLC | 390,758 | $99.0M | 0.09% | −274,814−41.3% | Reduced |
| Norges Bank | 427,423 | $108.3M | 0.02% | +3,260+0.8% | Added |
| Bahl & Gaynor Inc | 435,921 | $110.4M | 0.57% | +9,669+2.3% | Added |
| FMR LLC | 451,822 | $114.5M | 0.01% | +378,999+520.4% | Added |