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 |
|---|---|---|---|---|---|
| Frontier Capital Management Co LLC | 47,826 | $9.55M | 0.10% | −42,307−46.9% | Reduced |
| Intech Investment Management LLC | 46,654 | $9.32M | 0.10% | +19,839+74.0% | Added |
| Public Sector Pension Investment Board | 46,000 | $9.19M | 0.04% | +46,000 | New |
| Bridgewater Associates, LP | 45,286 | $9.04M | 0.04% | +12,031+36.2% | Added |
| Brandywine Global Investment Management, LLC | 45,136 | $9.01M | 0.06% | +8,318+22.6% | Added |
| Jump Financial, LLC | 44,918 | $8.97M | 0.13% | +43,412+2,882.6% | Added |
| Allianz Asset Management GmbH | 43,413 | $8.67M | 0.01% | −8,283−16.0% | Reduced |
| Stifel Financial Corp | 42,539 | $8.50M | 0.01% | +11,610+37.5% | Added |
| Morse Asset Management, Inc | 41,910 | $8.37M | 2.11% | +4,856+13.1% | Added |
| Capital Fund Management S.A. | 41,795 | $8.35M | 0.11% | +41,795 | New |
| Ceredex Value Advisors LLC | 41,300 | $8.25M | 0.18% | +5,050+13.9% | Added |
| Castleark Management LLC | 40,020 | $7.99M | 0.28% | +900+2.3% | Added |
| Cresset Asset Management, LLC | 39,801 | $7.95M | 0.04% | −257−0.6% | Reduced |
| Verition Fund Management LLC | 39,486 | $7.89M | 0.05% | +28,588+262.3% | Added |
| Eisler Capital Management Ltd. | 39,413 | $7.87M | 0.24% | +39,413 | New |
| Pinebridge Investments, L.P. | 39,348 | $7.86M | 0.06% | +6,899+21.3% | Added |
| Jackson Wealth Management, LLC | 39,295 | $7.85M | 0.95% | −508−1.3% | Reduced |
| Corebridge Financial, Inc. | 39,106 | $7.81M | 0.04% | −958−2.4% | Reduced |
| Voya Investment Management LLC | 38,848 | $7.76M | 0.01% | +8,030+26.1% | Added |
| Quantinno Capital Management LP | 37,561 | $7.50M | 0.05% | +18,317+95.2% | Added |
| Alps Advisors Inc | 37,029 | $7.40M | 0.04% | +4,312+13.2% | Added |
| Channing Capital Management, LLC | 36,874 | $7.36M | 0.22% | −95,246−72.1% | Reduced |
| Bokf, NA | 36,649 | $7.32M | 0.13% | +36,649 | New |
| State Board of Administration of Florida Retirement System | 36,245 | $7.24M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 35,747 | $7.14M | 0.00% | −21,330−37.4% | Reduced |
| Jefferies Financial Group Inc. | 35,151 | $7.02M | 0.12% | +34,128+3,336.1% | Added |
| Appleton Partners Inc | 34,977 | $6.99M | 0.54% | +3,553+11.3% | Added |
| Dorsey Wright & Associates | 34,927 | $6.98M | 1.78% | −8,895−20.3% | Reduced |
| Royce & Associates LP | 34,200 | $6.83M | 0.07% | −39,350−53.5% | Reduced |
| Treasurer of the State of North Carolina | 34,144 | $6.82M | 0.03% | +17,482+104.9% | Added |
| Point72 Hong Kong Ltd | 33,964 | $6.78M | 0.48% | +33,964 | New |
| California State Teachers Retirement System | 33,650 | $6.72M | 0.01% | −381−1.1% | Reduced |
| LPL Financial LLC | 32,615 | $6.51M | 0.00% | +402+1.2% | Added |
| Van Eck Associates Corp | 32,417 | $6.47M | 0.01% | +3,148+10.8% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 31,710 | $6.33M | 0.37% | +1,015+3.3% | Added |
| Marshall Wace, LLP | 31,542 | $6.30M | 0.01% | +29,042+1,161.7% | Added |
| Russell Investments Group, Ltd. | 31,513 | $6.29M | 0.01% | −45,273−59.0% | Reduced |
| Barclays PLC | 30,590 | $6.11M | 0.00% | −6,799−18.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 29,969 | $5.99M | 0.01% | −4,562−13.2% | Reduced |
| Verdence Capital Advisors LLC | 29,332 | $5.86M | 0.45% | +1,017+3.6% | Added |
| Great West Life Assurance Co | 29,191 | $5.83M | 0.01% | −1,508−4.9% | Reduced |
| Ensign Peak Advisors, Inc | 29,094 | $5.81M | 0.01% | +4,680+19.2% | Added |
| Segall Bryant & Hamill, LLC | 28,966 | $5.79M | 0.09% | −816−2.7% | Reduced |
| SEI Investments Co | 28,052 | $5.60M | 0.01% | −7,856−21.9% | Reduced |
| Walleye Capital LLC | 26,537 | $5.30M | 0.06% | +25,757+3,302.2% | Added |
| Cerity Partners LLC | 26,504 | $5.29M | 0.01% | +1,098+4.3% | Added |
| Sarasin & Partners LLP | 25,000 | $4.99M | 0.05% | 00.0% | Unchanged |
| Peregrine Investment Management Inc | 23,710 | $4.74M | 3.53% | +8,630+57.2% | Added |
| Aquatic Capital Management LLC | 23,427 | $4.68M | 0.12% | +3,595+18.1% | Added |
| Mitchell Capital Management Co | 22,572 | $4.51M | 0.86% | +4,489+24.8% | Added |
| Colony Group, LLC | 21,787 | $4.35M | 0.01% | +422+2.0% | Added |
| Prudential Financial Inc | 21,570 | $4.31M | 0.01% | −5,940−21.6% | Reduced |
| Susquehanna International Group, LLP | 21,564 | $4.31M | 0.01% | +21,564 | New |
| New York State Common Retirement Fund | 21,561 | $4.31M | 0.01% | −34,593−61.6% | Reduced |
| Gotham Asset Management, LLC | 21,170 | $4.23M | 0.04% | −263−1.2% | Reduced |
| Advisors Capital Management, LLC | 20,188 | $4.03M | 0.06% | +3,035+17.7% | Added |
| Algert Global LLC | 20,179 | $4.03M | 0.10% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 19,793 | $3.95M | 0.92% | +11,873+149.9% | Added |
| MetLife Investment Management | 19,661 | $3.93M | 0.02% | −306−1.5% | Reduced |
| Guggenheim Capital LLC | 19,524 | $3.90M | 0.04% | −8,191−29.6% | Reduced |
| HRT Financial LP | 19,023 | $3.80M | 0.02% | +19,023 | New |
| Brevan Howard Capital Management LP | 18,618 | $3.72M | 0.10% | +17,891+2,460.9% | Added |
| Axxcess Wealth Management, LLC | 18,577 | $3.71M | 0.10% | +17,783+2,239.7% | Added |
| Campbell & CO Investment Adviser LLC | 18,435 | $3.68M | 0.28% | +12,826+228.7% | Added |
| Mutual of America Capital Management LLC | 18,221 | $3.64M | 0.04% | −481−2.6% | Reduced |
| Lazard Asset Management LLC | 18,219 | $3.64M | 0.01% | −74−0.4% | Reduced |
| Fieldview Capital Management, LLC | 17,830 | $3.56M | 0.50% | +17,830 | New |
| Cetera Investment Advisers | 17,085 | $3.41M | 0.01% | +4,781+38.9% | Added |
| D. E. Shaw & Co., Inc. | 17,075 | $3.41M | 0.00% | +15,521+998.8% | Added |
| Advisory Services Network, LLC | 17,027 | $3.40M | 0.07% | +307+1.8% | Added |
| Quantbot Technologies LP | 16,791 | $3.35M | 0.11% | +3,203+23.6% | Added |
| Amalgamated Bank | 16,563 | $3.31M | 0.03% | −605−3.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 16,440 | $3.28M | 0.03% | +1,744+11.9% | Added |
| Public Employees Retirement System of Ohio | 16,319 | $3.26M | 0.01% | −7,087−30.3% | Reduced |
| Janus Henderson Group PLC | 15,965 | $3.19M | 0.00% | −700−4.2% | Reduced |
| Ieq Capital, LLC | 15,847 | $3.16M | 0.03% | +5,138+48.0% | Added |
| Centric Wealth Management | 15,303 | $3.06M | 0.80% | +440+3.0% | Added |
| Harbor Advisors LLC | 15,000 | $3.00M | 0.52% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 14,743 | $2.94M | 0.01% | −20,769−58.5% | Reduced |
| Comerica Bank | 14,567 | $2.91M | 0.01% | −765−5.0% | Reduced |
| State of Tennessee, Treasury Department | 14,365 | $2.87M | 0.01% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 13,943 | $2.78M | 0.02% | −8,870−38.9% | Reduced |
| Tremblant Capital Group | 13,839 | $2.76M | 0.34% | +594+4.5% | Added |
| Natixis Advisors, L.P. | 13,139 | $2.62M | 0.00% | −1,583−10.8% | Reduced |
| EFG Asset Management (North America) Corp. | 13,109 | $2.62M | 0.43% | −2,380−15.4% | Reduced |
| US Bancorp | 13,010 | $2.60M | 0.00% | +221+1.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 13,005 | $2.60M | 0.03% | −28−0.2% | Reduced |
| Bridge City Capital, LLC | 12,949 | $2.59M | 0.78% | −73−0.6% | Reduced |
| South Dakota Investment Council | 12,822 | $2.56M | 0.05% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 12,649 | $2.53M | 0.03% | −321−2.5% | Reduced |
| Mariner, LLC | 12,249 | $2.45M | 0.00% | −2,889−19.1% | Reduced |
| Algebris (UK) Ltd | 13,191 | $2.44M | 0.44% | +13,191 | New |
| Pathstone Holdings, LLC | 11,938 | $2.38M | 0.01% | −76−0.6% | Reduced |
| Rocky Mountain Advisers, LLC | 11,900 | $2.38M | 0.73% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 11,868 | $2.37M | 0.01% | +2,055+20.9% | Added |
| Centiva Capital, LP | 11,642 | $2.33M | 0.13% | −4,560−28.1% | Reduced |
| 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 |
| Bridges Investment Management Inc | 10,998 | $2.20M | 0.03% | +5,795+111.4% | Added |
| Point72 (DIFC) Ltd | 10,931 | $2.18M | 0.21% | +10,931 | New |