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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 57,077 | $15.8M | 0.00% | +3,120+5.8% | Added |
| CCM Investment Advisers LLC | 58,606 | $16.2M | 1.80% | −7,521−11.4% | Reduced |
| Alliancebernstein L.P. | 59,221 | $16.4M | 0.01% | −3,142−5.0% | Reduced |
| Epoch Investment Partners, Inc. | 60,651 | $16.8M | 0.08% | −210,314−77.6% | Reduced |
| Nitorum Capital, L.P. | 61,691 | $17.1M | 1.97% | −12,880−17.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 62,797 | $17.4M | 0.01% | +49,877+386.0% | Added |
| Ameriprise Financial Inc | 64,575 | $17.9M | 0.00% | −6,021−8.5% | Reduced |
| Millennium Management LLC | 66,344 | $18.4M | 0.02% | −324,414−83.0% | Reduced |
| Legal & General Group Plc | 69,673 | $19.3M | 0.01% | −630−0.9% | Reduced |
| California Public Employees Retirement System | 70,584 | $19.6M | 0.01% | −5,158−6.8% | Reduced |
| WCM Investment Management, LLC | 70,804 | $19.7M | 0.05% | −24,562−25.8% | Reduced |
| Swiss National Bank | 71,600 | $19.8M | 0.01% | +200+0.3% | Added |
| State of Wisconsin Investment Board | 72,578 | $20.1M | 0.05% | +3,589+5.2% | Added |
| Fort Washington Investment Advisors Inc | 72,780 | $20.2M | 0.12% | +13,062+21.9% | Added |
| Moran Wealth Management, LLC | 72,803 | $20.2M | 0.64% | −2,255−3.0% | Reduced |
| Glenmede Trust Co NA | 72,955 | $20.2M | 0.10% | −36,847−33.6% | Reduced |
| Royce & Associates LP | 73,550 | $20.4M | 0.19% | −27,374−27.1% | Reduced |
| Cramer Rosenthal McGlynn LLC | 75,716 | $21.0M | 1.19% | +6,271+9.0% | Added |
| Basswood Capital Management, L.L.C. | 76,420 | $21.2M | 1.24% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 76,786 | $21.3M | 0.03% | +6,998+10.0% | Added |
| Wells Fargo & Company | 77,750 | $21.6M | 0.01% | +18,196+30.6% | Added |
| Nicholas Investment Partners, LP | 82,704 | $22.9M | 2.02% | +3,472+4.4% | Added |
| Broad Bay Capital Management, LP | 86,000 | $23.8M | 3.85% | +86,000 | New |
| Tudor Investment Corp Et Al | 86,367 | $23.9M | 0.25% | −30,936−26.4% | Reduced |
| Great Lakes Advisors, LLC | 88,717 | $24.6M | 0.21% | −3,178−3.5% | Reduced |
| Frontier Capital Management Co LLC | 90,133 | $25.0M | 0.24% | −56,377−38.5% | Reduced |
| Rockefeller Capital Management L.P. | 91,953 | $25.5M | 0.07% | −3,046−3.2% | Reduced |
| Rhumbline Advisers | 97,178 | $26.9M | 0.02% | +205+0.2% | Added |
| Envestnet Asset Management Inc | 100,813 | $27.9M | 0.01% | −19,870−16.5% | Reduced |
| Two Sigma Advisers, LP | 103,300 | $28.6M | 0.07% | +41,100+66.1% | Added |
| STRS Ohio | 105,000 | $29.1M | 0.12% | −5,928−5.3% | Reduced |
| UBS Asset Management Americas Inc | 105,109 | $29.1M | 0.01% | +5,763+5.8% | Added |
| Man Group plc | 110,053 | $30.5M | 0.09% | −413−0.4% | Reduced |
| Retirement Systems of Alabama | 113,516 | $31.5M | 0.12% | −261−0.2% | Reduced |
| Artemis Investment Management LLP | 116,229 | $32.2M | 0.46% | +116,229 | New |
| Schroder Investment Management Group | 119,009 | $33.1M | 0.03% | −34,186−22.3% | Reduced |
| Victory Capital Management Inc | 122,873 | $34.1M | 0.03% | +490+0.4% | Added |
| ProShare Advisors LLC | 128,172 | $35.5M | 0.08% | −7,851−5.8% | Reduced |
| Channing Capital Management, LLC | 132,120 | $36.6M | 0.98% | −138,527−51.2% | Reduced |
| Braun Stacey Associates Inc | 132,691 | $36.8M | 1.37% | −5,467−4.0% | Reduced |
| Cookson Peirce & Co Inc | 136,438 | $37.8M | 1.71% | −669−0.5% | Reduced |
| Global Alpha Capital Management Ltd. | 149,970 | $41.6M | 3.02% | −7,190−4.6% | Reduced |
| American Century Companies Inc | 150,067 | $41.6M | 0.02% | −28,786−16.1% | Reduced |
| Two Sigma Investments, LP | 150,643 | $41.8M | 0.10% | +72,664+93.2% | Added |
| Qube Research & Technologies Ltd | 156,390 | $43.3M | 0.07% | +93,037+146.9% | Added |
| Principal Financial Group Inc | 170,428 | $47.2M | 0.03% | +6,460+3.9% | Added |
| UBS Group AG | 181,945 | $50.4M | 0.01% | +127,642+235.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 186,172 | $51.6M | 0.13% | +71,439+62.3% | Added |
| Bank of America Corp | 188,721 | $52.3M | 0.00% | −13,621−6.7% | Reduced |
| Boston Trust Walden Corp | 199,037 | $55.2M | 0.39% | −32,156−13.9% | Reduced |
| Stephens Investment Management Group LLC | 202,642 | $56.2M | 0.75% | +202,642 | New |
| Raymond James Financial Inc | 205,198 | $56.9M | 0.02% | +205,198 | New |
| AQR Capital Management LLC | 207,425 | $57.5M | 0.07% | +56,923+37.8% | Added |
| Macquarie Group Ltd | 210,050 | $58.2M | 0.07% | +3,189+1.5% | Added |
| Franklin Resources Inc | 214,917 | $59.6M | 0.02% | −8,452−3.8% | Reduced |
| Neuberger Berman Group LLC | 226,804 | $62.9M | 0.05% | +47,112+26.2% | Added |
| Nuveen Asset Management, LLC | 226,851 | $62.9M | 0.02% | −30,816−12.0% | Reduced |
| Driehaus Capital Management LLC | 252,732 | $70.1M | 0.58% | +11,877+4.9% | Added |
| Jacobs Levy Equity Management, Inc | 271,487 | $75.3M | 0.27% | +10,012+3.8% | Added |
| Paralel Advisors LLC | 300,000 | $83.2M | 3.55% | 00.0% | Unchanged |
| Northern Trust Corp | 301,514 | $83.6M | 0.01% | +33,162+12.4% | Added |
| Primecap Management Co | 302,670 | $83.9M | 0.06% | −47,850−13.7% | Reduced |
| Goldman Sachs Group Inc | 305,131 | $84.6M | 0.02% | +86,346+39.5% | Added |
| Fisher Asset Management, LLC | 319,267 | $88.5M | 0.04% | −961−0.3% | Reduced |
| Price T Rowe Associates Inc | 323,324 | $89.6M | 0.01% | +300,032+1,288.1% | Added |
| Charles Schwab Investment Management Inc | 358,540 | $99.4M | 0.02% | −7,488−2.0% | Reduced |
| Bank of New York Mellon Corp | 369,247 | $102.4M | 0.02% | −6,785−1.8% | Reduced |
| Bahl & Gaynor Inc | 448,718 | $124.4M | 0.66% | +12,797+2.9% | Added |
| Dimensional Fund Advisors LP | 475,998 | $131.9M | 0.03% | −115,876−19.6% | Reduced |
| Norges Bank | 480,743 | $133.3M | 0.02% | +53,320+12.5% | Added |
| Morgan Stanley | 518,818 | $143.8M | 0.01% | −21,174−3.9% | Reduced |
| JPMorgan Chase & Co | 619,551 | $171.7M | 0.01% | −183,361−22.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 692,503 | $192.0M | 0.73% | −40,501−5.5% | Reduced |
| Geode Capital Management, LLC | 744,232 | $206.3M | 0.02% | +26,024+3.6% | Added |
| Lord, Abbett & Co. LLC | 755,018 | $209.3M | 0.66% | −167,960−18.2% | Reduced |
| Massachusetts Financial Services Co | 774,470 | $214.7M | 0.07% | −133,297−14.7% | Reduced |
| Wellington Management Group LLP | 855,517 | $237.1M | 0.04% | −512,612−37.5% | Reduced |
| TD Asset Management Inc | 956,327 | $265.1M | 0.23% | −101,403−9.6% | Reduced |
| FMR LLC | 1,034,214 | $286.7M | 0.02% | +582,392+128.9% | Added |
| State Street Corp | 1,124,459 | $311.7M | 0.01% | +25,299+2.3% | Added |
| Invesco Ltd. | 1,423,753 | $394.7M | 0.07% | +137,431+10.7% | Added |
| Boston Partners | 1,465,132 | $406.2M | 0.49% | −19,035−1.3% | Reduced |
| BlackRock, Inc. | 3,573,149 | $990.4M | 0.02% | +72,568+2.1% | Added |
| Vanguard Group Inc | 3,836,676 | $1.06B | 0.02% | −5,784−0.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −155,535−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −86,520−100.0% | Sold out |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −22,291−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −14,517−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −12,035−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,299−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −8,751−100.0% | Sold out |
| Deltec Asset Management LLC | 0 | $0 | 0.00% | −5,760−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −4,761−100.0% | Sold out |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −4,447−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,737−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −3,173−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −2,811−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −171,880−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −2,420−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |