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, Q4 2024
Institutional positions in Evercore Inc. as of Dec 31, 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
- 584
- +78 vs. Q3 2024
- Shares held
- 33.3M
- +207.4K (+0.6%) vs. Q3 2024
- Total value
- $9.23B
- +$881.9M (+10.6%) vs. Q3 2024
- New holders
- 114
- 191 more added
- Sold out
- 36
- 199 more reduced
8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,836,676 | $1.06B | 0.02% | −5,784−0.2% | Reduced |
| BlackRock, Inc. | 3,573,149 | $990.4M | 0.02% | +72,568+2.1% | Added |
| Boston Partners | 1,465,132 | $406.2M | 0.49% | −19,035−1.3% | Reduced |
| Invesco Ltd. | 1,423,753 | $394.7M | 0.07% | +137,431+10.7% | Added |
| State Street Corp | 1,124,459 | $311.7M | 0.01% | +25,299+2.3% | Added |
| FMR LLC | 1,034,214 | $286.7M | 0.02% | +582,392+128.9% | Added |
| TD Asset Management Inc | 956,327 | $265.1M | 0.23% | −101,403−9.6% | Reduced |
| Wellington Management Group LLP | 855,517 | $237.1M | 0.04% | −512,612−37.5% | Reduced |
| Massachusetts Financial Services Co | 774,470 | $214.7M | 0.07% | −133,297−14.7% | Reduced |
| Lord, Abbett & Co. LLC | 755,018 | $209.3M | 0.66% | −167,960−18.2% | Reduced |
| Geode Capital Management, LLC | 744,232 | $206.3M | 0.02% | +26,024+3.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 692,503 | $192.0M | 0.73% | −40,501−5.5% | Reduced |
| JPMorgan Chase & Co | 619,551 | $171.7M | 0.01% | −183,361−22.8% | Reduced |
| Morgan Stanley | 518,818 | $143.8M | 0.01% | −21,174−3.9% | Reduced |
| Norges Bank | 480,743 | $133.3M | 0.02% | +53,320+12.5% | Added |
| Dimensional Fund Advisors LP | 475,998 | $131.9M | 0.03% | −115,876−19.6% | Reduced |
| Bahl & Gaynor Inc | 448,718 | $124.4M | 0.66% | +12,797+2.9% | Added |
| Bank of New York Mellon Corp | 369,247 | $102.4M | 0.02% | −6,785−1.8% | Reduced |
| Charles Schwab Investment Management Inc | 358,540 | $99.4M | 0.02% | −7,488−2.0% | Reduced |
| Price T Rowe Associates Inc | 323,324 | $89.6M | 0.01% | +300,032+1,288.1% | Added |
| Fisher Asset Management, LLC | 319,267 | $88.5M | 0.04% | −961−0.3% | Reduced |
| Goldman Sachs Group Inc | 305,131 | $84.6M | 0.02% | +86,346+39.5% | Added |
| Primecap Management Co | 302,670 | $83.9M | 0.06% | −47,850−13.7% | Reduced |
| Northern Trust Corp | 301,514 | $83.6M | 0.01% | +33,162+12.4% | Added |
| Paralel Advisors LLC | 300,000 | $83.2M | 3.55% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 271,487 | $75.3M | 0.27% | +10,012+3.8% | Added |
| Driehaus Capital Management LLC | 252,732 | $70.1M | 0.58% | +11,877+4.9% | Added |
| Nuveen Asset Management, LLC | 226,851 | $62.9M | 0.02% | −30,816−12.0% | Reduced |
| Neuberger Berman Group LLC | 226,804 | $62.9M | 0.05% | +47,112+26.2% | Added |
| Franklin Resources Inc | 214,917 | $59.6M | 0.02% | −8,452−3.8% | Reduced |
| Macquarie Group Ltd | 210,050 | $58.2M | 0.07% | +3,189+1.5% | Added |
| AQR Capital Management LLC | 207,425 | $57.5M | 0.07% | +56,923+37.8% | Added |
| Raymond James Financial Inc | 205,198 | $56.9M | 0.02% | +205,198 | New |
| Stephens Investment Management Group LLC | 202,642 | $56.2M | 0.75% | +202,642 | New |
| Boston Trust Walden Corp | 199,037 | $55.2M | 0.39% | −32,156−13.9% | Reduced |
| Bank of America Corp | 188,721 | $52.3M | 0.00% | −13,621−6.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 186,172 | $51.6M | 0.13% | +71,439+62.3% | Added |
| UBS Group AG | 181,945 | $50.4M | 0.01% | +127,642+235.1% | Added |
| Principal Financial Group Inc | 170,428 | $47.2M | 0.03% | +6,460+3.9% | Added |
| Qube Research & Technologies Ltd | 156,390 | $43.3M | 0.07% | +93,037+146.9% | Added |
| Two Sigma Investments, LP | 150,643 | $41.8M | 0.10% | +72,664+93.2% | Added |
| American Century Companies Inc | 150,067 | $41.6M | 0.02% | −28,786−16.1% | Reduced |
| Global Alpha Capital Management Ltd. | 149,970 | $41.6M | 3.02% | −7,190−4.6% | Reduced |
| Cookson Peirce & Co Inc | 136,438 | $37.8M | 1.71% | −669−0.5% | Reduced |
| Braun Stacey Associates Inc | 132,691 | $36.8M | 1.37% | −5,467−4.0% | Reduced |
| Channing Capital Management, LLC | 132,120 | $36.6M | 0.98% | −138,527−51.2% | Reduced |
| ProShare Advisors LLC | 128,172 | $35.5M | 0.08% | −7,851−5.8% | Reduced |
| Victory Capital Management Inc | 122,873 | $34.1M | 0.03% | +490+0.4% | Added |
| Schroder Investment Management Group | 119,009 | $33.1M | 0.03% | −34,186−22.3% | Reduced |
| Artemis Investment Management LLP | 116,229 | $32.2M | 0.46% | +116,229 | New |
| Retirement Systems of Alabama | 113,516 | $31.5M | 0.12% | −261−0.2% | Reduced |
| Man Group plc | 110,053 | $30.5M | 0.09% | −413−0.4% | Reduced |
| UBS Asset Management Americas Inc | 105,109 | $29.1M | 0.01% | +5,763+5.8% | Added |
| STRS Ohio | 105,000 | $29.1M | 0.12% | −5,928−5.3% | Reduced |
| Two Sigma Advisers, LP | 103,300 | $28.6M | 0.07% | +41,100+66.1% | Added |
| Envestnet Asset Management Inc | 100,813 | $27.9M | 0.01% | −19,870−16.5% | Reduced |
| Rhumbline Advisers | 97,178 | $26.9M | 0.02% | +205+0.2% | Added |
| Rockefeller Capital Management L.P. | 91,953 | $25.5M | 0.07% | −3,046−3.2% | Reduced |
| Frontier Capital Management Co LLC | 90,133 | $25.0M | 0.24% | −56,377−38.5% | Reduced |
| Great Lakes Advisors, LLC | 88,717 | $24.6M | 0.21% | −3,178−3.5% | Reduced |
| Tudor Investment Corp Et Al | 86,367 | $23.9M | 0.25% | −30,936−26.4% | Reduced |
| Broad Bay Capital Management, LP | 86,000 | $23.8M | 3.85% | +86,000 | New |
| Nicholas Investment Partners, LP | 82,704 | $22.9M | 2.02% | +3,472+4.4% | Added |
| Wells Fargo & Company | 77,750 | $21.6M | 0.01% | +18,196+30.6% | Added |
| Russell Investments Group, Ltd. | 76,786 | $21.3M | 0.03% | +6,998+10.0% | Added |
| Basswood Capital Management, L.L.C. | 76,420 | $21.2M | 1.24% | 00.0% | Unchanged |
| Cramer Rosenthal McGlynn LLC | 75,716 | $21.0M | 1.19% | +6,271+9.0% | Added |
| Royce & Associates LP | 73,550 | $20.4M | 0.19% | −27,374−27.1% | Reduced |
| Glenmede Trust Co NA | 72,955 | $20.2M | 0.10% | −36,847−33.6% | Reduced |
| Moran Wealth Management, LLC | 72,803 | $20.2M | 0.64% | −2,255−3.0% | Reduced |
| Fort Washington Investment Advisors Inc | 72,780 | $20.2M | 0.12% | +13,062+21.9% | Added |
| State of Wisconsin Investment Board | 72,578 | $20.1M | 0.05% | +3,589+5.2% | Added |
| Swiss National Bank | 71,600 | $19.8M | 0.01% | +200+0.3% | Added |
| WCM Investment Management, LLC | 70,804 | $19.7M | 0.05% | −24,562−25.8% | Reduced |
| California Public Employees Retirement System | 70,584 | $19.6M | 0.01% | −5,158−6.8% | Reduced |
| Legal & General Group Plc | 69,673 | $19.3M | 0.01% | −630−0.9% | Reduced |
| Millennium Management LLC | 66,344 | $18.4M | 0.02% | −324,414−83.0% | Reduced |
| Ameriprise Financial Inc | 64,575 | $17.9M | 0.00% | −6,021−8.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 62,797 | $17.4M | 0.01% | +49,877+386.0% | Added |
| Nitorum Capital, L.P. | 61,691 | $17.1M | 1.97% | −12,880−17.3% | Reduced |
| Epoch Investment Partners, Inc. | 60,651 | $16.8M | 0.08% | −210,314−77.6% | Reduced |
| Alliancebernstein L.P. | 59,221 | $16.4M | 0.01% | −3,142−5.0% | Reduced |
| CCM Investment Advisers LLC | 58,606 | $16.2M | 1.80% | −7,521−11.4% | Reduced |
| Royal Bank of Canada | 57,077 | $15.8M | 0.00% | +3,120+5.8% | Added |
| GW&K Investment Management, LLC | 56,507 | $15.7M | 0.13% | −56−0.1% | Reduced |
| New York State Common Retirement Fund | 56,154 | $15.6M | 0.02% | −34,692−38.2% | Reduced |
| AE Wealth Management LLC | 53,481 | $14.8M | 0.13% | +7,035+15.1% | Added |
| Allianz Asset Management GmbH | 51,696 | $14.3M | 0.02% | −1,697−3.2% | Reduced |
| New York State Teachers Retirement System | 50,754 | $14.1M | 0.03% | −129−0.3% | Reduced |
| Trexquant Investment LP | 46,699 | $12.9M | 0.15% | +29,915+178.2% | Added |
| Dorsey Wright & Associates | 43,822 | $12.1M | 2.90% | +599+1.4% | Added |
| Rheos Capital Works Inc. | 43,000 | $11.9M | 0.66% | +6,000+16.2% | Added |
| First Eagle Investment Management, LLC | 42,020 | $11.6M | 0.03% | −28,061−40.0% | Reduced |
| Peregrine Capital Management LLC | 41,653 | $11.5M | 0.34% | −8,832−17.5% | Reduced |
| Kettle Hill Capital Management, LLC | 41,601 | $11.5M | 2.50% | +41,601 | New |
| Corebridge Financial, Inc. | 40,064 | $11.1M | 0.06% | −2,098−5.0% | Reduced |
| Cresset Asset Management, LLC | 40,058 | $11.1M | 0.05% | −4,509−10.1% | Reduced |
| Jackson Wealth Management, LLC | 39,803 | $11.0M | 1.25% | +211+0.5% | Added |
| Castleark Management LLC | 39,120 | $10.8M | 0.38% | −5,760−12.8% | Reduced |
| Agf Management Ltd | 38,603 | $10.7M | 0.05% | +38,603 | New |