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 |
|---|---|---|---|---|---|
| Colony Group, LLC | 21,787 | $4.35M | 0.01% | +422+2.0% | Added |
| Mitchell Capital Management Co | 22,572 | $4.51M | 0.86% | +4,489+24.8% | Added |
| Aquatic Capital Management LLC | 23,427 | $4.68M | 0.12% | +3,595+18.1% | Added |
| Peregrine Investment Management Inc | 23,710 | $4.74M | 3.53% | +8,630+57.2% | Added |
| Sarasin & Partners LLP | 25,000 | $4.99M | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 26,504 | $5.29M | 0.01% | +1,098+4.3% | Added |
| Walleye Capital LLC | 26,537 | $5.30M | 0.06% | +25,757+3,302.2% | Added |
| SEI Investments Co | 28,052 | $5.60M | 0.01% | −7,856−21.9% | Reduced |
| Segall Bryant & Hamill, LLC | 28,966 | $5.79M | 0.09% | −816−2.7% | Reduced |
| Ensign Peak Advisors, Inc | 29,094 | $5.81M | 0.01% | +4,680+19.2% | Added |
| Great West Life Assurance Co | 29,191 | $5.83M | 0.01% | −1,508−4.9% | Reduced |
| Verdence Capital Advisors LLC | 29,332 | $5.86M | 0.45% | +1,017+3.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 29,969 | $5.99M | 0.01% | −4,562−13.2% | Reduced |
| Barclays PLC | 30,590 | $6.11M | 0.00% | −6,799−18.2% | Reduced |
| Russell Investments Group, Ltd. | 31,513 | $6.29M | 0.01% | −45,273−59.0% | Reduced |
| Marshall Wace, LLP | 31,542 | $6.30M | 0.01% | +29,042+1,161.7% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 31,710 | $6.33M | 0.37% | +1,015+3.3% | Added |
| Van Eck Associates Corp | 32,417 | $6.47M | 0.01% | +3,148+10.8% | Added |
| LPL Financial LLC | 32,615 | $6.51M | 0.00% | +402+1.2% | Added |
| California State Teachers Retirement System | 33,650 | $6.72M | 0.01% | −381−1.1% | Reduced |
| Point72 Hong Kong Ltd | 33,964 | $6.78M | 0.48% | +33,964 | New |
| Treasurer of the State of North Carolina | 34,144 | $6.82M | 0.03% | +17,482+104.9% | Added |
| Royce & Associates LP | 34,200 | $6.83M | 0.07% | −39,350−53.5% | Reduced |
| Dorsey Wright & Associates | 34,927 | $6.98M | 1.78% | −8,895−20.3% | Reduced |
| Appleton Partners Inc | 34,977 | $6.99M | 0.54% | +3,553+11.3% | Added |
| Jefferies Financial Group Inc. | 35,151 | $7.02M | 0.12% | +34,128+3,336.1% | Added |
| Royal Bank of Canada | 35,747 | $7.14M | 0.00% | −21,330−37.4% | Reduced |
| State Board of Administration of Florida Retirement System | 36,245 | $7.24M | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 36,649 | $7.32M | 0.13% | +36,649 | New |
| Channing Capital Management, LLC | 36,874 | $7.36M | 0.22% | −95,246−72.1% | Reduced |
| Alps Advisors Inc | 37,029 | $7.40M | 0.04% | +4,312+13.2% | Added |
| Quantinno Capital Management LP | 37,561 | $7.50M | 0.05% | +18,317+95.2% | Added |
| Voya Investment Management LLC | 38,848 | $7.76M | 0.01% | +8,030+26.1% | Added |
| Corebridge Financial, Inc. | 39,106 | $7.81M | 0.04% | −958−2.4% | Reduced |
| Jackson Wealth Management, LLC | 39,295 | $7.85M | 0.95% | −508−1.3% | Reduced |
| Pinebridge Investments, L.P. | 39,348 | $7.86M | 0.06% | +6,899+21.3% | Added |
| Eisler Capital Management Ltd. | 39,413 | $7.87M | 0.24% | +39,413 | New |
| Verition Fund Management LLC | 39,486 | $7.89M | 0.05% | +28,588+262.3% | Added |
| Cresset Asset Management, LLC | 39,801 | $7.95M | 0.04% | −257−0.6% | Reduced |
| Castleark Management LLC | 40,020 | $7.99M | 0.28% | +900+2.3% | Added |
| Ceredex Value Advisors LLC | 41,300 | $8.25M | 0.18% | +5,050+13.9% | Added |
| Capital Fund Management S.A. | 41,795 | $8.35M | 0.11% | +41,795 | New |
| Morse Asset Management, Inc | 41,910 | $8.37M | 2.11% | +4,856+13.1% | Added |
| Stifel Financial Corp | 42,539 | $8.50M | 0.01% | +11,610+37.5% | Added |
| Allianz Asset Management GmbH | 43,413 | $8.67M | 0.01% | −8,283−16.0% | Reduced |
| Jump Financial, LLC | 44,918 | $8.97M | 0.13% | +43,412+2,882.6% | Added |
| Brandywine Global Investment Management, LLC | 45,136 | $9.01M | 0.06% | +8,318+22.6% | Added |
| Bridgewater Associates, LP | 45,286 | $9.04M | 0.04% | +12,031+36.2% | Added |
| Public Sector Pension Investment Board | 46,000 | $9.19M | 0.04% | +46,000 | New |
| Intech Investment Management LLC | 46,654 | $9.32M | 0.10% | +19,839+74.0% | Added |
| Frontier Capital Management Co LLC | 47,826 | $9.55M | 0.10% | −42,307−46.9% | Reduced |
| New York State Teachers Retirement System | 47,896 | $9.57M | 0.02% | −2,858−5.6% | Reduced |
| Nitorum Capital, L.P. | 48,828 | $9.75M | 1.37% | −12,863−20.9% | Reduced |
| BNP Paribas Arbitrage, SA | 49,923 | $9.97M | 0.01% | +36,418+269.7% | Added |
| CCM Investment Advisers LLC | 53,438 | $10.7M | 1.31% | −5,168−8.8% | Reduced |
| Jane Street Group, LLC | 54,506 | $10.9M | 0.02% | +23,458+75.6% | Added |
| GW&K Investment Management, LLC | 56,168 | $11.2M | 0.10% | −339−0.6% | Reduced |
| Holocene Advisors, LP | 56,545 | $11.3M | 0.03% | +56,545 | New |
| Peregrine Capital Management LLC | 56,552 | $11.3M | 0.37% | +14,899+35.8% | Added |
| Wells Fargo & Company | 58,281 | $11.6M | 0.00% | −19,469−25.0% | Reduced |
| Alliancebernstein L.P. | 58,531 | $11.7M | 0.00% | −690−1.2% | Reduced |
| Ameriprise Financial Inc | 59,101 | $11.8M | 0.00% | −5,474−8.5% | Reduced |
| Thrivent Financial for Lutherans | 60,463 | $12.1M | 0.03% | +30,586+102.4% | Added |
| Canada Pension Plan Investment Board | 62,300 | $12.4M | 0.01% | +25,800+70.7% | Added |
| AE Wealth Management LLC | 63,868 | $12.8M | 0.11% | +10,387+19.4% | Added |
| California Public Employees Retirement System | 67,020 | $13.4M | 0.01% | −3,564−5.0% | Reduced |
| Waratah Capital Advisors Ltd. | 68,828 | $13.7M | 0.94% | +68,828 | New |
| Trexquant Investment LP | 68,889 | $13.8M | 0.16% | +22,190+47.5% | Added |
| State of Wisconsin Investment Board | 69,890 | $14.0M | 0.04% | −2,688−3.7% | Reduced |
| Swiss National Bank | 70,100 | $14.0M | 0.01% | −1,500−2.1% | Reduced |
| Glenmede Trust Co NA | 70,839 | $14.1M | 0.08% | −2,116−2.9% | Reduced |
| Agf Management Ltd | 71,505 | $14.3M | 0.08% | +32,902+85.2% | Added |
| Legal & General Group Plc | 71,955 | $14.4M | 0.00% | +2,282+3.3% | Added |
| Moran Wealth Management, LLC | 72,033 | $14.4M | 0.48% | −770−1.1% | Reduced |
| Empire Life Investments Inc. | 74,851 | $14.9M | 0.97% | +74,851 | New |
| Basswood Capital Management, L.L.C. | 76,420 | $15.3M | 0.86% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 79,480 | $15.9M | 0.10% | +6,700+9.2% | Added |
| Schroder Investment Management Group | 81,622 | $16.3M | 0.02% | −37,387−31.4% | Reduced |
| Great Lakes Advisors, LLC | 85,709 | $17.1M | 0.15% | −3,008−3.4% | Reduced |
| WCM Investment Management, LLC | 86,580 | $17.3M | 0.04% | +15,776+22.3% | Added |
| Amundi | 98,857 | $17.6M | 0.01% | +64,137+184.7% | Added |
| Engineers Gate Manager LP | 88,929 | $17.8M | 0.30% | +65,919+286.5% | Added |
| Man Group plc | 89,335 | $17.8M | 0.05% | −20,718−18.8% | Reduced |
| National Bank of Canada | 90,127 | $18.0M | 0.02% | +89,349+11,484.4% | Added |
| Cramer Rosenthal McGlynn LLC | 92,764 | $18.5M | 1.33% | +17,048+22.5% | Added |
| Citadel Advisors LLC | 92,953 | $18.6M | 0.02% | +64,632+228.2% | Added |
| Twinbeech Capital LP | 93,431 | $18.7M | 0.34% | +91,405+4,511.6% | Added |
| Voloridge Investment Management, LLC | 95,210 | $19.0M | 0.07% | +95,210 | New |
| STRS Ohio | 95,941 | $19.2M | 0.08% | −9,059−8.6% | Reduced |
| Rhumbline Advisers | 96,026 | $19.2M | 0.02% | −1,152−1.2% | Reduced |
| Citigroup Inc | 100,746 | $20.1M | 0.02% | +83,704+491.2% | Added |
| American Century Companies Inc | 100,997 | $20.2M | 0.01% | −49,070−32.7% | Reduced |
| UBS Asset Management Americas Inc | 105,398 | $21.1M | 0.01% | +289+0.3% | Added |
| Rockefeller Capital Management L.P. | 105,474 | $21.1M | 0.05% | +13,521+14.7% | Added |
| Victory Capital Management Inc | 106,510 | $21.3M | 0.02% | −16,363−13.3% | Reduced |
| ProShare Advisors LLC | 107,645 | $21.5M | 0.05% | −20,527−16.0% | Reduced |
| Retirement Systems of Alabama | 113,559 | $22.7M | 0.09% | +430.0% | Added |
| Adage Capital Partners GP, L.L.C. | 118,000 | $23.6M | 0.04% | +118,000 | New |
| Envestnet Asset Management Inc | 123,292 | $24.6M | 0.01% | +22,479+22.3% | Added |
| Lord, Abbett & Co. LLC | 123,569 | $24.7M | 0.09% | −631,449−83.6% | Reduced |