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 |
|---|---|---|---|---|---|
| Barclays PLC | 37,389 | $10.4M | 0.01% | +13,138+54.2% | Added |
| Morse Asset Management, Inc | 37,054 | $10.3M | 2.35% | +254+0.7% | Added |
| Brandywine Global Investment Management, LLC | 36,818 | $10.2M | 0.07% | −164−0.4% | Reduced |
| Canada Pension Plan Investment Board | 36,500 | $10.1M | 0.01% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 36,250 | $10.0M | 0.20% | +6,625+22.4% | Added |
| State Board of Administration of Florida Retirement System | 36,245 | $10.0M | 0.02% | −220−0.6% | Reduced |
| SEI Investments Co | 35,908 | $9.95M | 0.01% | −3,632−9.2% | Reduced |
| Teacher Retirement System of Texas | 35,512 | $9.84M | 0.04% | +6,531+22.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 34,531 | $9.57M | 0.02% | +34,531 | New |
| Amundi | 34,720 | $9.52M | 0.00% | +26,494+322.1% | Added |
| California State Teachers Retirement System | 34,031 | $9.43M | 0.01% | −850−2.4% | Reduced |
| Bridgewater Associates, LP | 33,255 | $9.22M | 0.04% | +8,492+34.3% | Added |
| Alps Advisors Inc | 32,717 | $9.07M | 0.06% | +4,934+17.8% | Added |
| Pinebridge Investments, L.P. | 32,449 | $8.99M | 0.07% | +2,835+9.6% | Added |
| LPL Financial LLC | 32,213 | $8.93M | 0.00% | +13,957+76.5% | Added |
| Appleton Partners Inc | 31,424 | $8.71M | 0.64% | +31,424 | New |
| Jane Street Group, LLC | 31,048 | $8.61M | 0.01% | +21,785+235.2% | Added |
| Stifel Financial Corp | 30,929 | $8.57M | 0.01% | +7,552+32.3% | Added |
| Voya Investment Management LLC | 30,818 | $8.54M | 0.01% | −490−1.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 30,695 | $8.51M | 0.49% | +105+0.3% | Added |
| Great West Life Assurance Co | 30,699 | $8.51M | 0.01% | −2,586−7.8% | Reduced |
| Thrivent Financial for Lutherans | 29,877 | $8.28M | 0.02% | −24,483−45.0% | Reduced |
| Segall Bryant & Hamill, LLC | 29,782 | $8.26M | 0.11% | −401−1.3% | Reduced |
| Manufacturers Life Insurance Company, The | 29,648 | $8.22M | 0.01% | −712−2.3% | Reduced |
| Van Eck Associates Corp | 29,269 | $8.11M | 0.01% | +8,387+40.2% | Added |
| Citadel Advisors LLC | 28,321 | $7.85M | 0.01% | +27,394+2,955.1% | Added |
| Verdence Capital Advisors LLC | 28,315 | $7.85M | 0.63% | +183+0.7% | Added |
| Edgestream Partners, L.P. | 27,730 | $7.69M | 0.33% | +27,730 | New |
| Guggenheim Capital LLC | 27,715 | $7.68M | 0.06% | +1,082+4.1% | Added |
| Prudential Financial Inc | 27,510 | $7.63M | 0.01% | −4,951−15.3% | Reduced |
| Intech Investment Management LLC | 26,815 | $7.43M | 0.07% | +25,152+1,512.4% | Added |
| Lighthouse Investment Partners, LLC | 26,176 | $7.26M | 0.28% | +26,176 | New |
| Cerity Partners LLC | 25,406 | $7.03M | 0.02% | +2,229+9.6% | Added |
| Sarasin & Partners LLP | 25,000 | $6.93M | 0.08% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 24,414 | $6.77M | 0.01% | −4,613−15.9% | Reduced |
| Public Employees Retirement System of Ohio | 23,406 | $6.49M | 0.02% | +3,841+19.6% | Added |
| Engineers Gate Manager LP | 23,010 | $6.38M | 0.11% | +17,414+311.2% | Added |
| Alberta Investment Management Corp | 22,813 | $6.32M | 0.04% | −6,398−21.9% | Reduced |
| Empowered Funds, LLC | 21,906 | $6.07M | 0.09% | +1,923+9.6% | Added |
| Gotham Asset Management, LLC | 21,433 | $5.94M | 0.06% | −1,159−5.1% | Reduced |
| Colony Group, LLC | 21,365 | $5.92M | 0.02% | +547+2.6% | Added |
| Algert Global LLC | 20,179 | $5.59M | 0.13% | +7,059+53.8% | Added |
| MetLife Investment Management | 19,967 | $5.53M | 0.03% | +1,536+8.3% | Added |
| Aquatic Capital Management LLC | 19,832 | $5.50M | 0.15% | +19,832 | New |
| Quantinno Capital Management LP | 19,244 | $5.33M | 0.05% | +1,656+9.4% | Added |
| Squarepoint Ops LLC | 18,713 | $5.19M | 0.01% | +18,713 | New |
| Mutual of America Capital Management LLC | 18,702 | $5.18M | 0.06% | −568−2.9% | Reduced |
| 1832 Asset Management L.P. | 18,565 | $5.15M | 0.01% | +18,565 | New |
| EAM Global Investors LLC | 18,292 | $5.07M | 0.91% | +11+0.1% | Added |
| Lazard Asset Management LLC | 18,293 | $5.07M | 0.01% | −7,400−28.8% | Reduced |
| Renaissance Technologies LLC | 18,200 | $5.04M | 0.01% | +16,800+1,200.0% | Added |
| Fred Alger Management, LLC | 18,090 | $5.01M | 0.02% | +18,090 | New |
| Mitchell Capital Management Co | 18,083 | $5.01M | 0.88% | +18,083 | New |
| F/M Investments LLC | 17,525 | $4.86M | 0.18% | −58,197−76.9% | Reduced |
| Amalgamated Bank | 17,168 | $4.76M | 0.04% | −298−1.7% | Reduced |
| Advisors Capital Management, LLC | 17,153 | $4.75M | 0.07% | +888+5.5% | Added |
| Citigroup Inc | 17,042 | $4.72M | 0.00% | +6,732+65.3% | Added |
| Monument Capital Management | 16,724 | $4.64M | 1.28% | −402−2.3% | Reduced |
| Advisory Services Network, LLC | 16,720 | $4.63M | 0.09% | +3,543+26.9% | Added |
| Janus Henderson Group PLC | 16,665 | $4.62M | 0.00% | 00.0% | Unchanged |
| EAM Investors, LLC | 16,664 | $4.62M | 0.65% | −382−2.2% | Reduced |
| Treasurer of the State of North Carolina | 16,662 | $4.62M | 0.02% | +131+0.8% | Added |
| Legato Capital Management LLC | 16,657 | $4.62M | 0.60% | +948+6.0% | Added |
| Deutsche Bank AG | 16,583 | $4.60M | 0.00% | +8,597+107.7% | Added |
| Centiva Capital, LP | 16,202 | $4.49M | 0.17% | +9,110+128.5% | Added |
| Teachers Retirement System of the State of Kentucky | 16,072 | $4.46M | 0.04% | −1,845−10.3% | Reduced |
| EFG Asset Management (North America) Corp. | 15,489 | $4.29M | 0.59% | +4,425+40.0% | Added |
| Comerica Bank | 15,332 | $4.25M | 0.02% | −67−0.4% | Reduced |
| Lisanti Capital Growth, LLC | 15,220 | $4.22M | 1.01% | +6,455+73.6% | Added |
| Mariner, LLC | 15,138 | $4.20M | 0.01% | +463+3.2% | Added |
| Peregrine Investment Management Inc | 15,080 | $4.18M | 2.42% | +15,080 | New |
| 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 |
| Credit Agricole S A | 14,946 | $4.14M | 0.01% | +5,007+50.4% | Added |
| Centric Wealth Management | 14,863 | $4.12M | 1.11% | −197−1.3% | Reduced |
| Natixis Advisors, L.P. | 14,722 | $4.08M | 0.01% | −28,566−66.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 14,696 | $4.07M | 0.04% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 14,365 | $3.98M | 0.01% | −405−2.7% | Reduced |
| TD Waterhouse Canada Inc. | 14,269 | $3.95M | 0.03% | +4,087+40.1% | Added |
| Quantbot Technologies LP | 13,588 | $3.77M | 0.14% | +13,588 | New |
| BNP Paribas Arbitrage, SA | 13,505 | $3.74M | 0.00% | +1,079+8.7% | Added |
| Tremblant Capital Group | 13,245 | $3.67M | 0.39% | +1,728+15.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 13,033 | $3.61M | 0.04% | +13,033 | New |
| Bridge City Capital, LLC | 13,022 | $3.61M | 0.96% | +114+0.9% | Added |
| Yousif Capital Management, LLC | 12,970 | $3.60M | 0.04% | −585−4.3% | Reduced |
| Catalyst Capital Advisors LLC | 12,850 | $3.56M | 0.08% | +250+2.0% | Added |
| South Dakota Investment Council | 12,822 | $3.55M | 0.07% | 00.0% | Unchanged |
| US Bancorp | 12,789 | $3.54M | 0.00% | +1,821+16.6% | Added |
| Cetera Investment Advisers | 12,304 | $3.41M | 0.01% | +1,643+15.4% | Added |
| State of New Jersey Common Pension Fund D | 12,099 | $3.35M | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 12,048 | $3.34M | 0.03% | +196+1.7% | Added |
| Orion Portfolio Solutions, LLC | 12,048 | $3.34M | 0.03% | +196+1.7% | Added |
| Pathstone Holdings, LLC | 12,014 | $3.33M | 0.01% | −192−1.6% | Reduced |
| Rocky Mountain Advisers, LLC | 11,900 | $3.30M | 0.98% | 00.0% | Unchanged |
| Hancock Whitney Corp | 11,140 | $3.09M | 0.10% | −2,019−15.3% | Reduced |
| Denali Advisors LLC | 11,074 | $3.07M | 0.32% | +11,074 | New |
| FJ Capital Management LLC | 10,928 | $3.03M | 0.35% | +10,928 | New |
| Verition Fund Management LLC | 10,898 | $3.02M | 0.02% | +6,746+162.5% | Added |
| Essex Investment Management Co LLC | 10,721 | $2.97M | 0.53% | −1,686−13.6% | Reduced |
| Ieq Capital, LLC | 10,709 | $2.97M | 0.03% | +9,143+583.8% | Added |