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, Q1 2025
Institutional positions in Evercore Inc. as of Mar 31, 2025. 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
- 551
- −26 vs. Q4 2024
- Shares held
- 34.4M
- +1.38M (+4.2%) vs. Q4 2024
- Total value
- $6.87B
- −$2.29B (−25.0%) vs. Q4 2024
- New holders
- 77
- 226 more added
- Sold out
- 103
- 183 more reduced
7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,862,690 | $771.5M | 0.01% | +26,014+0.7% | Added |
| BlackRock, Inc. | 3,570,135 | $713.0M | 0.02% | −3,014−0.1% | Reduced |
| Boston Partners | 1,539,027 | $307.0M | 0.37% | +73,895+5.0% | Added |
| State Street Corp | 1,138,136 | $227.3M | 0.01% | +13,677+1.2% | Added |
| Invesco Ltd. | 866,877 | $173.1M | 0.03% | −556,876−39.1% | Reduced |
| UBS Group AG | 782,186 | $156.2M | 0.03% | +600,241+329.9% | Added |
| Geode Capital Management, LLC | 771,977 | $154.2M | 0.01% | +27,745+3.7% | Added |
| Morgan Stanley | 709,353 | $141.7M | 0.01% | +190,535+36.7% | Added |
| Massachusetts Financial Services Co | 691,000 | $138.0M | 0.05% | −83,470−10.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 685,544 | $136.9M | 0.53% | −6,959−1.0% | Reduced |
| JPMorgan Chase & Co | 648,231 | $129.5M | 0.01% | +28,680+4.6% | Added |
| Millennium Management LLC | 609,888 | $121.8M | 0.12% | +543,544+819.3% | Added |
| TD Asset Management Inc | 583,371 | $116.5M | 0.11% | −372,956−39.0% | Reduced |
| Dimensional Fund Advisors LP | 560,964 | $112.0M | 0.03% | +84,966+17.9% | Added |
| Eminence Capital, LP | 534,375 | $106.7M | 1.78% | +534,375 | New |
| Price T Rowe Associates Inc | 513,161 | $102.5M | 0.01% | +189,837+58.7% | Added |
| Qube Research & Technologies Ltd | 505,134 | $100.9M | 0.16% | +348,744+223.0% | Added |
| Norges Bank | 499,345 | $99.7M | 0.01% | +18,602+3.9% | Added |
| AQR Capital Management LLC | 486,365 | $94.4M | 0.10% | +278,940+134.5% | Added |
| Bahl & Gaynor Inc | 447,536 | $89.4M | 0.46% | −1,182−0.3% | Reduced |
| Two Sigma Investments, LP | 389,366 | $77.8M | 0.17% | +238,723+158.5% | Added |
| Bank of New York Mellon Corp | 379,336 | $75.8M | 0.02% | +10,089+2.7% | Added |
| Charles Schwab Investment Management Inc | 355,722 | $71.0M | 0.01% | −2,818−0.8% | Reduced |
| Fisher Asset Management, LLC | 355,219 | $70.9M | 0.03% | +35,952+11.3% | Added |
| Two Sigma Advisers, LP | 349,500 | $69.8M | 0.16% | +246,200+238.3% | Added |
| Goldman Sachs Group Inc | 311,032 | $62.1M | 0.01% | +5,901+1.9% | Added |
| Paralel Advisors LLC | 300,000 | $59.9M | 2.49% | 00.0% | Unchanged |
| Bank of America Corp | 295,378 | $59.0M | 0.01% | +106,657+56.5% | Added |
| Northern Trust Corp | 295,093 | $58.9M | 0.01% | −6,421−2.1% | Reduced |
| Stephens Investment Management Group LLC | 285,257 | $57.0M | 0.82% | +82,615+40.8% | Added |
| Primecap Management Co | 252,130 | $50.4M | 0.04% | −50,540−16.7% | Reduced |
| Nuveen, LLC | 228,331 | $45.6M | 0.01% | +228,331 | New |
| Renaissance Technologies LLC | 212,400 | $42.4M | 0.06% | +194,200+1,067.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 196,579 | $39.3M | 0.11% | +10,407+5.6% | Added |
| FMR LLC | 195,153 | $39.0M | 0.00% | −839,061−81.1% | Reduced |
| Macquarie Group Ltd | 193,753 | $38.7M | 0.05% | −16,297−7.8% | Reduced |
| Global Alpha Capital Management Ltd. | 191,385 | $38.2M | 2.78% | +41,415+27.6% | Added |
| Point72 Asset Management, L.P. | 186,735 | $37.3M | 0.10% | +186,735 | New |
| Tudor Investment Corp Et Al | 170,849 | $34.1M | 0.30% | +84,482+97.8% | Added |
| Wellington Management Group LLP | 169,577 | $33.9M | 0.01% | −685,940−80.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 168,644 | $33.7M | 0.03% | +163,160+2,975.2% | Added |
| Boston Trust Walden Corp | 164,029 | $32.8M | 0.24% | −35,008−17.6% | Reduced |
| Manufacturers Life Insurance Company, The | 155,470 | $31.1M | 0.03% | +125,822+424.4% | Added |
| Raymond James Financial Inc | 151,801 | $30.3M | 0.01% | −53,397−26.0% | Reduced |
| Franklin Resources Inc | 151,259 | $30.2M | 0.01% | −63,658−29.6% | Reduced |
| Principal Financial Group Inc | 144,549 | $28.9M | 0.02% | −25,879−15.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 139,060 | $27.8M | 0.11% | −132,427−48.8% | Reduced |
| Epoch Investment Partners, Inc. | 137,059 | $27.4M | 0.14% | +76,408+126.0% | Added |
| Cubist Systematic Strategies, LLC | 132,839 | $26.5M | 0.35% | +132,839 | New |
| Braun Stacey Associates Inc | 128,087 | $25.6M | 1.05% | −4,604−3.5% | Reduced |
| Driehaus Capital Management LLC | 127,278 | $25.4M | 0.25% | −125,454−49.6% | Reduced |
| Lord, Abbett & Co. LLC | 123,569 | $24.7M | 0.09% | −631,449−83.6% | Reduced |
| Envestnet Asset Management Inc | 123,292 | $24.6M | 0.01% | +22,479+22.3% | Added |
| Adage Capital Partners GP, L.L.C. | 118,000 | $23.6M | 0.04% | +118,000 | New |
| Retirement Systems of Alabama | 113,559 | $22.7M | 0.09% | +430.0% | Added |
| ProShare Advisors LLC | 107,645 | $21.5M | 0.05% | −20,527−16.0% | Reduced |
| Victory Capital Management Inc | 106,510 | $21.3M | 0.02% | −16,363−13.3% | Reduced |
| Rockefeller Capital Management L.P. | 105,474 | $21.1M | 0.05% | +13,521+14.7% | Added |
| UBS Asset Management Americas Inc | 105,398 | $21.1M | 0.01% | +289+0.3% | Added |
| American Century Companies Inc | 100,997 | $20.2M | 0.01% | −49,070−32.7% | Reduced |
| Citigroup Inc | 100,746 | $20.1M | 0.02% | +83,704+491.2% | Added |
| Rhumbline Advisers | 96,026 | $19.2M | 0.02% | −1,152−1.2% | Reduced |
| STRS Ohio | 95,941 | $19.2M | 0.08% | −9,059−8.6% | Reduced |
| Voloridge Investment Management, LLC | 95,210 | $19.0M | 0.07% | +95,210 | New |
| Twinbeech Capital LP | 93,431 | $18.7M | 0.34% | +91,405+4,511.6% | Added |
| Citadel Advisors LLC | 92,953 | $18.6M | 0.02% | +64,632+228.2% | Added |
| Cramer Rosenthal McGlynn LLC | 92,764 | $18.5M | 1.33% | +17,048+22.5% | Added |
| National Bank of Canada | 90,127 | $18.0M | 0.02% | +89,349+11,484.4% | Added |
| Man Group plc | 89,335 | $17.8M | 0.05% | −20,718−18.8% | Reduced |
| Engineers Gate Manager LP | 88,929 | $17.8M | 0.30% | +65,919+286.5% | Added |
| Amundi | 98,857 | $17.6M | 0.01% | +64,137+184.7% | Added |
| WCM Investment Management, LLC | 86,580 | $17.3M | 0.04% | +15,776+22.3% | Added |
| Great Lakes Advisors, LLC | 85,709 | $17.1M | 0.15% | −3,008−3.4% | Reduced |
| Schroder Investment Management Group | 81,622 | $16.3M | 0.02% | −37,387−31.4% | Reduced |
| Fort Washington Investment Advisors Inc | 79,480 | $15.9M | 0.10% | +6,700+9.2% | Added |
| Basswood Capital Management, L.L.C. | 76,420 | $15.3M | 0.86% | 00.0% | Unchanged |
| Empire Life Investments Inc. | 74,851 | $14.9M | 0.97% | +74,851 | New |
| Moran Wealth Management, LLC | 72,033 | $14.4M | 0.48% | −770−1.1% | Reduced |
| Legal & General Group Plc | 71,955 | $14.4M | 0.00% | +2,282+3.3% | Added |
| Agf Management Ltd | 71,505 | $14.3M | 0.08% | +32,902+85.2% | Added |
| Glenmede Trust Co NA | 70,839 | $14.1M | 0.08% | −2,116−2.9% | Reduced |
| Swiss National Bank | 70,100 | $14.0M | 0.01% | −1,500−2.1% | Reduced |
| State of Wisconsin Investment Board | 69,890 | $14.0M | 0.04% | −2,688−3.7% | Reduced |
| Trexquant Investment LP | 68,889 | $13.8M | 0.16% | +22,190+47.5% | Added |
| Waratah Capital Advisors Ltd. | 68,828 | $13.7M | 0.94% | +68,828 | New |
| California Public Employees Retirement System | 67,020 | $13.4M | 0.01% | −3,564−5.0% | Reduced |
| AE Wealth Management LLC | 63,868 | $12.8M | 0.11% | +10,387+19.4% | Added |
| Canada Pension Plan Investment Board | 62,300 | $12.4M | 0.01% | +25,800+70.7% | Added |
| Thrivent Financial for Lutherans | 60,463 | $12.1M | 0.03% | +30,586+102.4% | Added |
| Ameriprise Financial Inc | 59,101 | $11.8M | 0.00% | −5,474−8.5% | Reduced |
| Alliancebernstein L.P. | 58,531 | $11.7M | 0.00% | −690−1.2% | Reduced |
| Wells Fargo & Company | 58,281 | $11.6M | 0.00% | −19,469−25.0% | Reduced |
| Peregrine Capital Management LLC | 56,552 | $11.3M | 0.37% | +14,899+35.8% | Added |
| Holocene Advisors, LP | 56,545 | $11.3M | 0.03% | +56,545 | New |
| GW&K Investment Management, LLC | 56,168 | $11.2M | 0.10% | −339−0.6% | Reduced |
| Jane Street Group, LLC | 54,506 | $10.9M | 0.02% | +23,458+75.6% | Added |
| CCM Investment Advisers LLC | 53,438 | $10.7M | 1.31% | −5,168−8.8% | Reduced |
| BNP Paribas Arbitrage, SA | 49,923 | $9.97M | 0.01% | +36,418+269.7% | Added |
| Nitorum Capital, L.P. | 48,828 | $9.75M | 1.37% | −12,863−20.9% | Reduced |
| New York State Teachers Retirement System | 47,896 | $9.57M | 0.02% | −2,858−5.6% | Reduced |