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 |
|---|---|---|---|---|---|
| Morse Asset Management, Inc | 36,800 | $9.32M | 2.01% | +1,271+3.6% | Added |
| Canada Pension Plan Investment Board | 36,500 | $9.25M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 36,465 | $9.24M | 0.02% | −3,410−8.6% | Reduced |
| State of Alaska, Department of Revenue | 35,440 | $8.98M | 0.10% | +280+0.8% | Added |
| California State Teachers Retirement System | 34,881 | $8.84M | 0.01% | −1,229−3.4% | Reduced |
| Great West Life Assurance Co | 33,285 | $8.43M | 0.01% | +3,235+10.8% | Added |
| Pier Capital, LLC | 32,762 | $8.30M | 1.17% | −23,558−41.8% | Reduced |
| Prudential Financial Inc | 32,461 | $8.22M | 0.01% | +4,146+14.6% | Added |
| Voya Investment Management LLC | 31,308 | $7.93M | 0.01% | +12,284+64.6% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 30,590 | $7.75M | 0.44% | +135+0.4% | Added |
| Manufacturers Life Insurance Company, The | 30,360 | $7.69M | 0.01% | −622−2.0% | Reduced |
| Segall Bryant & Hamill, LLC | 30,183 | $7.65M | 0.10% | −18,249−37.7% | Reduced |
| Ceredex Value Advisors LLC | 29,625 | $7.51M | 0.15% | −12,257−29.3% | Reduced |
| Pinebridge Investments, L.P. | 29,614 | $7.50M | 0.06% | +10,883+58.1% | Added |
| Alberta Investment Management Corp | 29,211 | $7.40M | 0.06% | +2,538+9.5% | Added |
| Ensign Peak Advisors, Inc | 29,027 | $7.35M | 0.01% | −655−2.2% | Reduced |
| Teacher Retirement System of Texas | 28,981 | $7.34M | 0.03% | +9,560+49.2% | Added |
| Verdence Capital Advisors LLC | 28,132 | $7.13M | 0.57% | +886+3.3% | Added |
| Alps Advisors Inc | 27,783 | $7.04M | 0.05% | −20,605−42.6% | Reduced |
| Guggenheim Capital LLC | 26,633 | $6.75M | 0.05% | +3,829+16.8% | Added |
| Lazard Asset Management LLC | 25,693 | $6.51M | 0.01% | −9,761−27.5% | Reduced |
| Sarasin & Partners LLP | 25,000 | $6.33M | 0.06% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 24,763 | $6.27M | 0.04% | +6,872+38.4% | Added |
| Barclays PLC | 24,251 | $6.14M | 0.00% | +798+3.4% | Added |
| Stifel Financial Corp | 23,377 | $5.92M | 0.01% | +11,468+96.3% | Added |
| Price T Rowe Associates Inc | 23,292 | $5.90M | 0.00% | −259,402−91.8% | Reduced |
| Cerity Partners LLC | 23,177 | $5.87M | 0.01% | +3,006+14.9% | Added |
| Gotham Asset Management, LLC | 22,592 | $5.72M | 0.06% | −1,644−6.8% | Reduced |
| Grandeur Peak Global Advisors, LLC | 22,291 | $5.65M | 0.47% | −45,152−66.9% | Reduced |
| Van Eck Associates Corp | 20,882 | $5.38M | 0.01% | +5,967+40.0% | Added |
| Colony Group, LLC | 20,818 | $5.27M | 0.02% | +19,328+1,297.2% | Added |
| Empowered Funds, LLC | 19,983 | $5.06M | 0.08% | −2,850−12.5% | Reduced |
| Public Employees Retirement System of Ohio | 19,565 | $4.96M | 0.02% | −2,537−11.5% | Reduced |
| Mutual of America Capital Management LLC | 19,270 | $4.88M | 0.05% | −1,018−5.0% | Reduced |
| Centric Wealth Management | 15,060 | $4.76M | 1.28% | −348−2.3% | Reduced |
| MetLife Investment Management | 18,431 | $4.67M | 0.03% | −237−1.3% | Reduced |
| EAM Global Investors LLC | 18,281 | $4.63M | 0.93% | +18,281 | New |
| LPL Financial LLC | 18,256 | $4.63M | 0.00% | +9,724+114.0% | Added |
| Teachers Retirement System of the State of Kentucky | 17,917 | $4.54M | 0.04% | −811−4.3% | Reduced |
| Quantinno Capital Management LP | 17,588 | $4.46M | 0.06% | +4,044+29.9% | Added |
| Amalgamated Bank | 17,466 | $4.42M | 0.04% | −477−2.7% | Reduced |
| Monument Capital Management | 17,126 | $4.34M | 1.20% | −143−0.8% | Reduced |
| EAM Investors, LLC | 17,046 | $4.32M | 0.65% | +6,162+56.6% | Added |
| Trexquant Investment LP | 16,784 | $4.25M | 0.05% | +16,784 | New |
| Janus Henderson Group PLC | 16,665 | $4.22M | 0.00% | −800−4.6% | Reduced |
| Treasurer of the State of North Carolina | 16,531 | $4.19M | 0.02% | +63+0.4% | Added |
| Advisors Capital Management, LLC | 16,265 | $4.12M | 0.07% | −154−0.9% | Reduced |
| Legato Capital Management LLC | 15,709 | $3.98M | 0.49% | +1,490+10.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 15,631 | $3.96M | 0.01% | −1,005−6.0% | Reduced |
| Comerica Bank | 15,399 | $3.90M | 0.02% | −6,918−31.0% | Reduced |
| Harbor Advisors LLC | 15,000 | $3.80M | 0.64% | 00.0% | Unchanged |
| Teza Capital Management LLC | 14,781 | $3.74M | 0.41% | +14,781 | New |
| State of Tennessee, Treasury Department | 14,770 | $3.74M | 0.01% | 00.0% | Unchanged |
| 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 |
| Mariner, LLC | 14,675 | $3.72M | 0.01% | −206−1.4% | Reduced |
| Alyeska Investment Group, L.P. | 14,517 | $3.68M | 0.02% | +14,517 | New |
| Yousif Capital Management, LLC | 13,555 | $3.43M | 0.04% | −1,804−11.7% | Reduced |
| Hancock Whitney Corp | 13,159 | $3.33M | 0.11% | −727−5.2% | Reduced |
| Algert Global LLC | 13,120 | $3.32M | 0.09% | +9,420+254.6% | Added |
| Advisors Asset Management, Inc. | 13,119 | $3.32M | 0.06% | −6,962−34.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 12,920 | $3.27M | 0.00% | +12,920 | New |
| Bridge City Capital, LLC | 12,908 | $3.27M | 0.90% | +1,854+16.8% | Added |
| South Dakota Investment Council | 12,822 | $3.25M | 0.06% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 12,600 | $3.19M | 0.07% | −400−3.1% | Reduced |
| BNP Paribas Arbitrage, SA | 12,426 | $3.15M | 0.00% | +7,397+147.1% | Added |
| Essex Investment Management Co LLC | 12,407 | $3.14M | 0.55% | +34+0.3% | Added |
| Pathstone Holdings, LLC | 12,206 | $3.09M | 0.01% | −834−6.4% | Reduced |
| State of New Jersey Common Pension Fund D | 12,099 | $3.07M | 0.01% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 12,035 | $3.05M | 0.17% | +12,035 | New |
| Rocky Mountain Advisers, LLC | 11,900 | $3.01M | 0.92% | 00.0% | Unchanged |
| 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 |
| Tremblant Capital Group | 11,517 | $2.92M | 0.33% | +866+8.1% | Added |
| EFG Asset Management (North America) Corp. | 11,064 | $2.80M | 0.47% | −44−0.4% | Reduced |
| Handelsbanken Fonder AB | 11,037 | $2.80M | 0.01% | +4,100+59.1% | Added |
| US Bancorp | 10,968 | $2.78M | 0.00% | −1,846−14.4% | Reduced |
| Advisory Services Network, LLC | 13,177 | $2.75M | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,661 | $2.70M | 0.01% | +5,006+88.5% | Added |
| Arizona State Retirement System | 10,537 | $2.67M | 0.02% | +251+2.4% | Added |
| Citigroup Inc | 10,310 | $2.61M | 0.00% | +3,937+61.8% | Added |
| Susquehanna International Group, LLP | 10,299 | $2.61M | 0.00% | +6,098+145.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,197 | $2.58M | 0.00% | −81−0.8% | Reduced |
| TD Waterhouse Canada Inc. | 10,182 | $2.56M | 0.02% | +1,129+12.5% | Added |
| Prescott Group Capital Management, L.L.C. | 9,940 | $2.52M | 0.37% | +3,000+43.2% | Added |
| Credit Agricole S A | 9,939 | $2.52M | 0.01% | +9,939 | New |
| Louisiana State Employees Retirement System | 9,900 | $2.51M | 0.05% | −100−1.0% | Reduced |
| Campbell Newman Asset Management Inc | 9,603 | $2.43M | 0.18% | −156−1.6% | Reduced |
| Great Diamond Partners, LLC | 9,458 | $2.40M | 0.61% | +6,198+190.1% | Added |
| Nisa Investment Advisors, LLC | 9,420 | $2.39M | 0.01% | +5,735+155.6% | Added |
| Jane Street Group, LLC | 9,263 | $2.35M | 0.00% | −58,847−86.4% | Reduced |
| Eagle Rock Investment Company, LLC | 9,263 | $2.35M | 0.39% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 8,923 | $2.26M | 0.00% | −138−1.5% | Reduced |
| Atria Investments LLC | 8,830 | $2.24M | 0.03% | +2,576+41.2% | Added |
| Lisanti Capital Growth, LLC | 8,765 | $2.22M | 0.56% | +8,765 | New |
| Shilanski & Associates, Inc. | 8,754 | $2.22M | 0.72% | +354+4.2% | Added |
| Caption Management, LLC | 8,751 | $2.22M | 0.24% | +8,751 | New |
| Truist Financial Corp | 8,748 | $2.22M | 0.00% | −15−0.2% | Reduced |
| State of Michigan Retirement System | 8,505 | $2.15M | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 8,440 | $2.14M | 0.03% | +508+6.4% | Added |