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 |
|---|---|---|---|---|---|
| Bridge City Capital, LLC | 13,022 | $3.61M | 0.96% | +114+0.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 13,033 | $3.61M | 0.04% | +13,033 | New |
| Tremblant Capital Group | 13,245 | $3.67M | 0.39% | +1,728+15.0% | Added |
| BNP Paribas Arbitrage, SA | 13,505 | $3.74M | 0.00% | +1,079+8.7% | Added |
| Quantbot Technologies LP | 13,588 | $3.77M | 0.14% | +13,588 | New |
| TD Waterhouse Canada Inc. | 14,269 | $3.95M | 0.03% | +4,087+40.1% | Added |
| State of Tennessee, Treasury Department | 14,365 | $3.98M | 0.01% | −405−2.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 14,696 | $4.07M | 0.04% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 14,722 | $4.08M | 0.01% | −28,566−66.0% | Reduced |
| Centric Wealth Management | 14,863 | $4.12M | 1.11% | −197−1.3% | Reduced |
| Credit Agricole S A | 14,946 | $4.14M | 0.01% | +5,007+50.4% | Added |
| Harbor Advisors LLC | 15,000 | $4.16M | 0.65% | 00.0% | Unchanged |
| Tribune Investment Group LP | 15,000 | $4.16M | 2.33% | +15,000 | New |
| Peregrine Investment Management Inc | 15,080 | $4.18M | 2.42% | +15,080 | New |
| Mariner, LLC | 15,138 | $4.20M | 0.01% | +463+3.2% | Added |
| Lisanti Capital Growth, LLC | 15,220 | $4.22M | 1.01% | +6,455+73.6% | Added |
| Comerica Bank | 15,332 | $4.25M | 0.02% | −67−0.4% | Reduced |
| EFG Asset Management (North America) Corp. | 15,489 | $4.29M | 0.59% | +4,425+40.0% | Added |
| Teachers Retirement System of the State of Kentucky | 16,072 | $4.46M | 0.04% | −1,845−10.3% | Reduced |
| Centiva Capital, LP | 16,202 | $4.49M | 0.17% | +9,110+128.5% | Added |
| Deutsche Bank AG | 16,583 | $4.60M | 0.00% | +8,597+107.7% | Added |
| Legato Capital Management LLC | 16,657 | $4.62M | 0.60% | +948+6.0% | Added |
| Treasurer of the State of North Carolina | 16,662 | $4.62M | 0.02% | +131+0.8% | Added |
| EAM Investors, LLC | 16,664 | $4.62M | 0.65% | −382−2.2% | Reduced |
| Janus Henderson Group PLC | 16,665 | $4.62M | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 16,720 | $4.63M | 0.09% | +3,543+26.9% | Added |
| Monument Capital Management | 16,724 | $4.64M | 1.28% | −402−2.3% | Reduced |
| Citigroup Inc | 17,042 | $4.72M | 0.00% | +6,732+65.3% | Added |
| Advisors Capital Management, LLC | 17,153 | $4.75M | 0.07% | +888+5.5% | Added |
| Amalgamated Bank | 17,168 | $4.76M | 0.04% | −298−1.7% | Reduced |
| F/M Investments LLC | 17,525 | $4.86M | 0.18% | −58,197−76.9% | Reduced |
| Mitchell Capital Management Co | 18,083 | $5.01M | 0.88% | +18,083 | New |
| Fred Alger Management, LLC | 18,090 | $5.01M | 0.02% | +18,090 | New |
| Renaissance Technologies LLC | 18,200 | $5.04M | 0.01% | +16,800+1,200.0% | Added |
| Lazard Asset Management LLC | 18,293 | $5.07M | 0.01% | −7,400−28.8% | Reduced |
| EAM Global Investors LLC | 18,292 | $5.07M | 0.91% | +11+0.1% | Added |
| 1832 Asset Management L.P. | 18,565 | $5.15M | 0.01% | +18,565 | New |
| Mutual of America Capital Management LLC | 18,702 | $5.18M | 0.06% | −568−2.9% | Reduced |
| Squarepoint Ops LLC | 18,713 | $5.19M | 0.01% | +18,713 | New |
| Quantinno Capital Management LP | 19,244 | $5.33M | 0.05% | +1,656+9.4% | Added |
| Aquatic Capital Management LLC | 19,832 | $5.50M | 0.15% | +19,832 | New |
| MetLife Investment Management | 19,967 | $5.53M | 0.03% | +1,536+8.3% | Added |
| Algert Global LLC | 20,179 | $5.59M | 0.13% | +7,059+53.8% | Added |
| Colony Group, LLC | 21,365 | $5.92M | 0.02% | +547+2.6% | Added |
| Gotham Asset Management, LLC | 21,433 | $5.94M | 0.06% | −1,159−5.1% | Reduced |
| Empowered Funds, LLC | 21,906 | $6.07M | 0.09% | +1,923+9.6% | Added |
| Alberta Investment Management Corp | 22,813 | $6.32M | 0.04% | −6,398−21.9% | Reduced |
| Engineers Gate Manager LP | 23,010 | $6.38M | 0.11% | +17,414+311.2% | Added |
| Public Employees Retirement System of Ohio | 23,406 | $6.49M | 0.02% | +3,841+19.6% | Added |
| Ensign Peak Advisors, Inc | 24,414 | $6.77M | 0.01% | −4,613−15.9% | Reduced |
| Sarasin & Partners LLP | 25,000 | $6.93M | 0.08% | 00.0% | Unchanged |
| Cerity Partners LLC | 25,406 | $7.03M | 0.02% | +2,229+9.6% | Added |
| Lighthouse Investment Partners, LLC | 26,176 | $7.26M | 0.28% | +26,176 | New |
| Intech Investment Management LLC | 26,815 | $7.43M | 0.07% | +25,152+1,512.4% | Added |
| Prudential Financial Inc | 27,510 | $7.63M | 0.01% | −4,951−15.3% | Reduced |
| Guggenheim Capital LLC | 27,715 | $7.68M | 0.06% | +1,082+4.1% | Added |
| Edgestream Partners, L.P. | 27,730 | $7.69M | 0.33% | +27,730 | New |
| Verdence Capital Advisors LLC | 28,315 | $7.85M | 0.63% | +183+0.7% | Added |
| Citadel Advisors LLC | 28,321 | $7.85M | 0.01% | +27,394+2,955.1% | Added |
| Van Eck Associates Corp | 29,269 | $8.11M | 0.01% | +8,387+40.2% | Added |
| Manufacturers Life Insurance Company, The | 29,648 | $8.22M | 0.01% | −712−2.3% | Reduced |
| Segall Bryant & Hamill, LLC | 29,782 | $8.26M | 0.11% | −401−1.3% | Reduced |
| Thrivent Financial for Lutherans | 29,877 | $8.28M | 0.02% | −24,483−45.0% | Reduced |
| Great West Life Assurance Co | 30,699 | $8.51M | 0.01% | −2,586−7.8% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 30,695 | $8.51M | 0.49% | +105+0.3% | Added |
| Voya Investment Management LLC | 30,818 | $8.54M | 0.01% | −490−1.6% | Reduced |
| Stifel Financial Corp | 30,929 | $8.57M | 0.01% | +7,552+32.3% | Added |
| Jane Street Group, LLC | 31,048 | $8.61M | 0.01% | +21,785+235.2% | Added |
| Appleton Partners Inc | 31,424 | $8.71M | 0.64% | +31,424 | New |
| LPL Financial LLC | 32,213 | $8.93M | 0.00% | +13,957+76.5% | Added |
| Pinebridge Investments, L.P. | 32,449 | $8.99M | 0.07% | +2,835+9.6% | Added |
| Alps Advisors Inc | 32,717 | $9.07M | 0.06% | +4,934+17.8% | Added |
| Bridgewater Associates, LP | 33,255 | $9.22M | 0.04% | +8,492+34.3% | Added |
| California State Teachers Retirement System | 34,031 | $9.43M | 0.01% | −850−2.4% | Reduced |
| Amundi | 34,720 | $9.52M | 0.00% | +26,494+322.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 34,531 | $9.57M | 0.02% | +34,531 | New |
| Teacher Retirement System of Texas | 35,512 | $9.84M | 0.04% | +6,531+22.5% | Added |
| SEI Investments Co | 35,908 | $9.95M | 0.01% | −3,632−9.2% | Reduced |
| State Board of Administration of Florida Retirement System | 36,245 | $10.0M | 0.02% | −220−0.6% | Reduced |
| Ceredex Value Advisors LLC | 36,250 | $10.0M | 0.20% | +6,625+22.4% | Added |
| Canada Pension Plan Investment Board | 36,500 | $10.1M | 0.01% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 36,818 | $10.2M | 0.07% | −164−0.4% | Reduced |
| Morse Asset Management, Inc | 37,054 | $10.3M | 2.35% | +254+0.7% | Added |
| Barclays PLC | 37,389 | $10.4M | 0.01% | +13,138+54.2% | Added |
| Agf Management Ltd | 38,603 | $10.7M | 0.05% | +38,603 | New |
| Castleark Management LLC | 39,120 | $10.8M | 0.38% | −5,760−12.8% | Reduced |
| Jackson Wealth Management, LLC | 39,803 | $11.0M | 1.25% | +211+0.5% | Added |
| Cresset Asset Management, LLC | 40,058 | $11.1M | 0.05% | −4,509−10.1% | Reduced |
| Corebridge Financial, Inc. | 40,064 | $11.1M | 0.06% | −2,098−5.0% | Reduced |
| Kettle Hill Capital Management, LLC | 41,601 | $11.5M | 2.50% | +41,601 | New |
| Peregrine Capital Management LLC | 41,653 | $11.5M | 0.34% | −8,832−17.5% | Reduced |
| First Eagle Investment Management, LLC | 42,020 | $11.6M | 0.03% | −28,061−40.0% | Reduced |
| Rheos Capital Works Inc. | 43,000 | $11.9M | 0.66% | +6,000+16.2% | Added |
| Dorsey Wright & Associates | 43,822 | $12.1M | 2.90% | +599+1.4% | Added |
| Trexquant Investment LP | 46,699 | $12.9M | 0.15% | +29,915+178.2% | Added |
| New York State Teachers Retirement System | 50,754 | $14.1M | 0.03% | −129−0.3% | Reduced |
| Allianz Asset Management GmbH | 51,696 | $14.3M | 0.02% | −1,697−3.2% | Reduced |
| AE Wealth Management LLC | 53,481 | $14.8M | 0.13% | +7,035+15.1% | Added |
| New York State Common Retirement Fund | 56,154 | $15.6M | 0.02% | −34,692−38.2% | Reduced |
| GW&K Investment Management, LLC | 56,507 | $15.7M | 0.13% | −56−0.1% | Reduced |