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 |
|---|---|---|---|---|---|
| Morgan Stanley | 539,992 | $136.8M | 0.01% | −11,549−2.1% | Reduced |
| Dimensional Fund Advisors LP | 591,874 | $149.9M | 0.04% | −206,077−25.8% | Reduced |
| Geode Capital Management, LLC | 718,208 | $182.0M | 0.01% | +34,343+5.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 733,004 | $185.7M | 0.73% | −12,231−1.6% | Reduced |
| JPMorgan Chase & Co | 802,912 | $203.4M | 0.02% | −145,980−15.4% | Reduced |
| Massachusetts Financial Services Co | 907,767 | $230.0M | 0.07% | −133,013−12.8% | Reduced |
| Lord, Abbett & Co. LLC | 922,978 | $233.8M | 0.74% | +284,336+44.5% | Added |
| TD Asset Management Inc | 1,057,730 | $268.8M | 0.24% | +27,249+2.6% | Added |
| State Street Corp | 1,099,160 | $278.5M | 0.01% | +10,629+1.0% | Added |
| Invesco Ltd. | 1,286,322 | $325.9M | 0.06% | +216,847+20.3% | Added |
| Wellington Management Group LLP | 1,368,129 | $346.6M | 0.06% | +579,924+73.6% | Added |
| Boston Partners | 1,484,167 | $376.7M | 0.44% | −190,895−11.4% | Reduced |
| BlackRock, Inc. | 3,500,581 | $886.8M | 0.02% | +3,500,581 | New |
| Vanguard Group Inc | 3,842,460 | $973.4M | 0.02% | +122,017+3.3% | Added |
| Ariel Investments, LLC | 0 | $0 | 0.00% | −121,221−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −82,727−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −54,205−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −50,027−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −19,479−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −8,782−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −6,761−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −5,583−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −4,602−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Central Asset Investments & Management Holdings (HK) Ltd | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −2,674−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −2,489−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,228−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −2,180−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,108−100.0% | Sold out |
| Lane & Associates LLC | 0 | $0 | 0.00% | −1,833−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −1,578−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −1,396−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −1,306−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,294−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,249−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,145−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −1,139−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −1,006−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −988−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −963−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −808−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Naples Money Management LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |