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 |
|---|---|---|---|---|---|
| Driehaus Capital Management LLC | 127,278 | $25.4M | 0.25% | −125,454−49.6% | Reduced |
| Braun Stacey Associates Inc | 128,087 | $25.6M | 1.05% | −4,604−3.5% | Reduced |
| Cubist Systematic Strategies, LLC | 132,839 | $26.5M | 0.35% | +132,839 | New |
| Epoch Investment Partners, Inc. | 137,059 | $27.4M | 0.14% | +76,408+126.0% | Added |
| Jacobs Levy Equity Management, Inc | 139,060 | $27.8M | 0.11% | −132,427−48.8% | Reduced |
| Principal Financial Group Inc | 144,549 | $28.9M | 0.02% | −25,879−15.2% | Reduced |
| Franklin Resources Inc | 151,259 | $30.2M | 0.01% | −63,658−29.6% | Reduced |
| Raymond James Financial Inc | 151,801 | $30.3M | 0.01% | −53,397−26.0% | Reduced |
| Manufacturers Life Insurance Company, The | 155,470 | $31.1M | 0.03% | +125,822+424.4% | Added |
| Boston Trust Walden Corp | 164,029 | $32.8M | 0.24% | −35,008−17.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 168,644 | $33.7M | 0.03% | +163,160+2,975.2% | Added |
| Wellington Management Group LLP | 169,577 | $33.9M | 0.01% | −685,940−80.2% | Reduced |
| Tudor Investment Corp Et Al | 170,849 | $34.1M | 0.30% | +84,482+97.8% | Added |
| Point72 Asset Management, L.P. | 186,735 | $37.3M | 0.10% | +186,735 | New |
| Global Alpha Capital Management Ltd. | 191,385 | $38.2M | 2.78% | +41,415+27.6% | Added |
| Macquarie Group Ltd | 193,753 | $38.7M | 0.05% | −16,297−7.8% | Reduced |
| FMR LLC | 195,153 | $39.0M | 0.00% | −839,061−81.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 196,579 | $39.3M | 0.11% | +10,407+5.6% | Added |
| Renaissance Technologies LLC | 212,400 | $42.4M | 0.06% | +194,200+1,067.0% | Added |
| Nuveen, LLC | 228,331 | $45.6M | 0.01% | +228,331 | New |
| Primecap Management Co | 252,130 | $50.4M | 0.04% | −50,540−16.7% | Reduced |
| Stephens Investment Management Group LLC | 285,257 | $57.0M | 0.82% | +82,615+40.8% | Added |
| Northern Trust Corp | 295,093 | $58.9M | 0.01% | −6,421−2.1% | Reduced |
| Bank of America Corp | 295,378 | $59.0M | 0.01% | +106,657+56.5% | Added |
| Paralel Advisors LLC | 300,000 | $59.9M | 2.49% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 311,032 | $62.1M | 0.01% | +5,901+1.9% | Added |
| Two Sigma Advisers, LP | 349,500 | $69.8M | 0.16% | +246,200+238.3% | Added |
| Fisher Asset Management, LLC | 355,219 | $70.9M | 0.03% | +35,952+11.3% | Added |
| Charles Schwab Investment Management Inc | 355,722 | $71.0M | 0.01% | −2,818−0.8% | Reduced |
| Bank of New York Mellon Corp | 379,336 | $75.8M | 0.02% | +10,089+2.7% | Added |
| Two Sigma Investments, LP | 389,366 | $77.8M | 0.17% | +238,723+158.5% | Added |
| Bahl & Gaynor Inc | 447,536 | $89.4M | 0.46% | −1,182−0.3% | Reduced |
| AQR Capital Management LLC | 486,365 | $94.4M | 0.10% | +278,940+134.5% | Added |
| Norges Bank | 499,345 | $99.7M | 0.01% | +18,602+3.9% | Added |
| Qube Research & Technologies Ltd | 505,134 | $100.9M | 0.16% | +348,744+223.0% | Added |
| Price T Rowe Associates Inc | 513,161 | $102.5M | 0.01% | +189,837+58.7% | Added |
| Eminence Capital, LP | 534,375 | $106.7M | 1.78% | +534,375 | New |
| Dimensional Fund Advisors LP | 560,964 | $112.0M | 0.03% | +84,966+17.9% | Added |
| TD Asset Management Inc | 583,371 | $116.5M | 0.11% | −372,956−39.0% | Reduced |
| Millennium Management LLC | 609,888 | $121.8M | 0.12% | +543,544+819.3% | Added |
| JPMorgan Chase & Co | 648,231 | $129.5M | 0.01% | +28,680+4.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 685,544 | $136.9M | 0.53% | −6,959−1.0% | Reduced |
| Massachusetts Financial Services Co | 691,000 | $138.0M | 0.05% | −83,470−10.8% | Reduced |
| Morgan Stanley | 709,353 | $141.7M | 0.01% | +190,535+36.7% | Added |
| Geode Capital Management, LLC | 771,977 | $154.2M | 0.01% | +27,745+3.7% | Added |
| UBS Group AG | 782,186 | $156.2M | 0.03% | +600,241+329.9% | Added |
| Invesco Ltd. | 866,877 | $173.1M | 0.03% | −556,876−39.1% | Reduced |
| State Street Corp | 1,138,136 | $227.3M | 0.01% | +13,677+1.2% | Added |
| Boston Partners | 1,539,027 | $307.0M | 0.37% | +73,895+5.0% | Added |
| BlackRock, Inc. | 3,570,135 | $713.0M | 0.02% | −3,014−0.1% | Reduced |
| Vanguard Group Inc | 3,862,690 | $771.5M | 0.01% | +26,014+0.7% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −2,569−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −116,229−100.0% | Sold out |
| Broad Bay Capital Management, LP | 0 | $0 | 0.00% | −86,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −62,797−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −43,000−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −41,601−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −26,176−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −21,906−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −18,565−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −18,292−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −18,090−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −16,724−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −16,664−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −15,220−100.0% | Sold out |
| Tribune Investment Group LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −14,946−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −12,850−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −10,928−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −8,019−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −8,009−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −7,963−100.0% | Sold out |
| Central Asset Investments & Management Holdings (HK) Ltd | 0 | $0 | 0.00% | −6,035−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,791−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −5,754−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −5,394−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,698−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −4,414−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −4,041−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −3,285−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −3,096−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −3,039−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −2,645−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,754−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −1,737−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −1,692−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −1,523−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −1,435−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −1,366−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −1,287−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −1,255−100.0% | Sold out |
| Anb Bank | 0 | $0 | 0.00% | −1,191−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −1,120−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −1,082−100.0% | Sold out |
| Kendall Capital Management | 0 | $0 | 0.00% | −1,080−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −1,019−100.0% | Sold out |
| Courier Capital LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Heritage Wealth Management, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |