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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 6,966 | $1.39M | 0.05% | −125−1.8% | Reduced |
| HighTower Advisors, LLC | 6,968 | $1.39M | 0.00% | +111+1.6% | Added |
| Sargent Investment Group, LLC | 7,023 | $1.40M | 0.22% | −1,526−17.9% | Reduced |
| Washington Trust Advisors, Inc. | 7,045 | $1.41M | 0.12% | −200−2.8% | Reduced |
| Fifth Third Bancorp | 7,108 | $1.42M | 0.01% | +134+1.9% | Added |
| Oregon Public Employees Retirement Fund | 7,178 | $1.43M | 0.03% | −53−0.7% | Reduced |
| New Age Alpha Advisors, LLC | 7,187 | $1.44M | 0.06% | +168+2.4% | Added |
| New Mexico Educational Retirement Board | 7,300 | $1.46M | 0.05% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 7,400 | $1.48M | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 7,445 | $1.49M | 0.01% | +1,016+15.8% | Added |
| Itau Unibanco Holding S.A. | 7,500 | $1.50M | 0.06% | +5,300+240.9% | Added |
| Nations Financial Group Inc, | 7,566 | $1.51M | 0.12% | +235+3.2% | Added |
| Neuberger Berman Group LLC | 7,575 | $1.51M | 0.00% | −219,229−96.7% | Reduced |
| Cinctive Capital Management LP | 7,824 | $1.56M | 0.12% | +7,824 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,872 | $1.57M | 0.02% | +4+0.1% | Added |
| QSV Equity Investors LLC | 7,983 | $1.59M | 1.65% | −18−0.2% | Reduced |
| Deutsche Bank AG | 8,164 | $1.63M | 0.00% | −8,419−50.8% | Reduced |
| Dana Investment Advisors, Inc. | 8,281 | $1.65M | 0.06% | +1,144+16.0% | Added |
| Bank of Montreal | 8,307 | $1.66M | 0.00% | +54+0.7% | Added |
| Quest Partners LLC | 8,438 | $1.69M | 0.18% | +8,239+4,140.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,463 | $1.69M | 0.01% | +644+8.2% | Added |
| Atria Investments LLC | 8,493 | $1.70M | 0.02% | −216−2.5% | Reduced |
| State of Michigan Retirement System | 8,505 | $1.70M | 0.01% | +100+1.2% | Added |
| Shilanski & Associates, Inc. | 8,684 | $1.73M | 0.54% | +227+2.7% | Added |
| O'Shaughnessy Asset Management, LLC | 8,838 | $1.77M | 0.01% | −409−4.4% | Reduced |
| Wolverine Trading, LLC | 9,092 | $1.81M | 0.06% | +9,092 | New |
| Eagle Rock Investment Company, LLC | 9,268 | $1.85M | 0.32% | +5+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 9,281 | $1.85M | 0.01% | +1,497+19.2% | Added |
| CI Private Wealth, LLC | 9,336 | $1.86M | 0.00% | +355+4.0% | Added |
| Handelsbanken Fonder AB | 9,337 | $1.86M | 0.01% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 9,507 | $1.90M | 0.16% | −44−0.5% | Reduced |
| Great Diamond Partners, LLC | 9,525 | $1.90M | 0.52% | +81+0.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,563 | $1.91M | 0.13% | +2,475+34.9% | Added |
| PEAK6 LLC | 9,610 | $1.92M | 0.08% | +9,610 | New |
| JustInvest LLC | 9,697 | $1.94M | 0.03% | +1,035+11.9% | Added |
| Truist Financial Corp | 9,814 | $1.96M | 0.00% | +143+1.5% | Added |
| Louisiana State Employees Retirement System | 9,900 | $1.98M | 0.04% | +100+1.0% | Added |
| Prescott Group Capital Management, L.L.C. | 9,940 | $1.99M | 0.29% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,068 | $2.01M | 0.01% | +483+5.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,140 | $2.03M | 0.06% | +72+0.7% | Added |
| Hancock Whitney Corp | 10,212 | $2.04M | 0.07% | −928−8.3% | Reduced |
| F/M Investments LLC | 10,244 | $2.05M | 0.08% | −7,281−41.5% | Reduced |
| Denali Advisors LLC | 10,298 | $2.06M | 0.23% | −776−7.0% | Reduced |
| Quadrature Capital Ltd | 10,309 | $2.06M | 0.05% | +1,346+15.0% | Added |
| Arizona State Retirement System | 10,374 | $2.07M | 0.01% | −196−1.9% | Reduced |
| HSBC Holdings PLC | 10,779 | $2.11M | 0.00% | +5,119+90.4% | Added |
| Essex Investment Management Co LLC | 10,634 | $2.12M | 0.44% | −87−0.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 8,816 | $2.13M | 0.39% | +5,270+148.6% | Added |
| State of New Jersey Common Pension Fund D | 10,683 | $2.13M | 0.01% | −1,416−11.7% | Reduced |
| Consolidated Planning Corp | 10,698 | $2.14M | 0.29% | +2,264+26.8% | Added |
| Teachers Retirement System of the State of Kentucky | 10,736 | $2.14M | 0.02% | −5,336−33.2% | Reduced |
| Point72 (DIFC) Ltd | 10,931 | $2.18M | 0.21% | +10,931 | New |
| Bridges Investment Management Inc | 10,998 | $2.20M | 0.03% | +5,795+111.4% | Added |
| Brinker Capital Investments, LLC | 11,403 | $2.28M | 0.02% | −645−5.4% | Reduced |
| Orion Portfolio Solutions, LLC | 11,403 | $2.28M | 0.02% | −645−5.4% | Reduced |
| Centiva Capital, LP | 11,642 | $2.33M | 0.13% | −4,560−28.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 11,868 | $2.37M | 0.01% | +2,055+20.9% | Added |
| Rocky Mountain Advisers, LLC | 11,900 | $2.38M | 0.73% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 11,938 | $2.38M | 0.01% | −76−0.6% | Reduced |
| Algebris (UK) Ltd | 13,191 | $2.44M | 0.44% | +13,191 | New |
| Mariner, LLC | 12,249 | $2.45M | 0.00% | −2,889−19.1% | Reduced |
| Yousif Capital Management, LLC | 12,649 | $2.53M | 0.03% | −321−2.5% | Reduced |
| South Dakota Investment Council | 12,822 | $2.56M | 0.05% | 00.0% | Unchanged |
| Bridge City Capital, LLC | 12,949 | $2.59M | 0.78% | −73−0.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,005 | $2.60M | 0.03% | −28−0.2% | Reduced |
| US Bancorp | 13,010 | $2.60M | 0.00% | +221+1.7% | Added |
| EFG Asset Management (North America) Corp. | 13,109 | $2.62M | 0.43% | −2,380−15.4% | Reduced |
| Natixis Advisors, L.P. | 13,139 | $2.62M | 0.00% | −1,583−10.8% | Reduced |
| Tremblant Capital Group | 13,839 | $2.76M | 0.34% | +594+4.5% | Added |
| Alberta Investment Management Corp | 13,943 | $2.78M | 0.02% | −8,870−38.9% | Reduced |
| State of Tennessee, Treasury Department | 14,365 | $2.87M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 14,567 | $2.91M | 0.01% | −765−5.0% | Reduced |
| Teacher Retirement System of Texas | 14,743 | $2.94M | 0.01% | −20,769−58.5% | Reduced |
| Harbor Advisors LLC | 15,000 | $3.00M | 0.52% | 00.0% | Unchanged |
| Centric Wealth Management | 15,303 | $3.06M | 0.80% | +440+3.0% | Added |
| Ieq Capital, LLC | 15,847 | $3.16M | 0.03% | +5,138+48.0% | Added |
| Janus Henderson Group PLC | 15,965 | $3.19M | 0.00% | −700−4.2% | Reduced |
| Public Employees Retirement System of Ohio | 16,319 | $3.26M | 0.01% | −7,087−30.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 16,440 | $3.28M | 0.03% | +1,744+11.9% | Added |
| Amalgamated Bank | 16,563 | $3.31M | 0.03% | −605−3.5% | Reduced |
| Quantbot Technologies LP | 16,791 | $3.35M | 0.11% | +3,203+23.6% | Added |
| Advisory Services Network, LLC | 17,027 | $3.40M | 0.07% | +307+1.8% | Added |
| D. E. Shaw & Co., Inc. | 17,075 | $3.41M | 0.00% | +15,521+998.8% | Added |
| Cetera Investment Advisers | 17,085 | $3.41M | 0.01% | +4,781+38.9% | Added |
| Fieldview Capital Management, LLC | 17,830 | $3.56M | 0.50% | +17,830 | New |
| Lazard Asset Management LLC | 18,219 | $3.64M | 0.01% | −74−0.4% | Reduced |
| Mutual of America Capital Management LLC | 18,221 | $3.64M | 0.04% | −481−2.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 18,435 | $3.68M | 0.28% | +12,826+228.7% | Added |
| Axxcess Wealth Management, LLC | 18,577 | $3.71M | 0.10% | +17,783+2,239.7% | Added |
| Brevan Howard Capital Management LP | 18,618 | $3.72M | 0.10% | +17,891+2,460.9% | Added |
| HRT Financial LP | 19,023 | $3.80M | 0.02% | +19,023 | New |
| Guggenheim Capital LLC | 19,524 | $3.90M | 0.04% | −8,191−29.6% | Reduced |
| MetLife Investment Management | 19,661 | $3.93M | 0.02% | −306−1.5% | Reduced |
| Lecap Asset Management Ltd | 19,793 | $3.95M | 0.92% | +11,873+149.9% | Added |
| Algert Global LLC | 20,179 | $4.03M | 0.10% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 20,188 | $4.03M | 0.06% | +3,035+17.7% | Added |
| Gotham Asset Management, LLC | 21,170 | $4.23M | 0.04% | −263−1.2% | Reduced |
| New York State Common Retirement Fund | 21,561 | $4.31M | 0.01% | −34,593−61.6% | Reduced |
| Susquehanna International Group, LLP | 21,564 | $4.31M | 0.01% | +21,564 | New |
| Prudential Financial Inc | 21,570 | $4.31M | 0.01% | −5,940−21.6% | Reduced |