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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 10,736 | $2.14M | 0.02% | −5,336−33.2% | Reduced |
| Consolidated Planning Corp | 10,698 | $2.14M | 0.29% | +2,264+26.8% | Added |
| State of New Jersey Common Pension Fund D | 10,683 | $2.13M | 0.01% | −1,416−11.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 8,816 | $2.13M | 0.39% | +5,270+148.6% | Added |
| Essex Investment Management Co LLC | 10,634 | $2.12M | 0.44% | −87−0.8% | Reduced |
| HSBC Holdings PLC | 10,779 | $2.11M | 0.00% | +5,119+90.4% | Added |
| Arizona State Retirement System | 10,374 | $2.07M | 0.01% | −196−1.9% | Reduced |
| Quadrature Capital Ltd | 10,309 | $2.06M | 0.05% | +1,346+15.0% | Added |
| Denali Advisors LLC | 10,298 | $2.06M | 0.23% | −776−7.0% | Reduced |
| F/M Investments LLC | 10,244 | $2.05M | 0.08% | −7,281−41.5% | Reduced |
| Hancock Whitney Corp | 10,212 | $2.04M | 0.07% | −928−8.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,140 | $2.03M | 0.06% | +72+0.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,068 | $2.01M | 0.01% | +483+5.0% | Added |
| Prescott Group Capital Management, L.L.C. | 9,940 | $1.99M | 0.29% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 9,900 | $1.98M | 0.04% | +100+1.0% | Added |
| Truist Financial Corp | 9,814 | $1.96M | 0.00% | +143+1.5% | Added |
| JustInvest LLC | 9,697 | $1.94M | 0.03% | +1,035+11.9% | Added |
| PEAK6 LLC | 9,610 | $1.92M | 0.08% | +9,610 | New |
| Y-Intercept (Hong Kong) Ltd | 9,563 | $1.91M | 0.13% | +2,475+34.9% | Added |
| Great Diamond Partners, LLC | 9,525 | $1.90M | 0.52% | +81+0.9% | Added |
| Campbell Newman Asset Management Inc | 9,507 | $1.90M | 0.16% | −44−0.5% | Reduced |
| Handelsbanken Fonder AB | 9,337 | $1.86M | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 9,336 | $1.86M | 0.00% | +355+4.0% | Added |
| Federation des caisses Desjardins du Quebec | 9,281 | $1.85M | 0.01% | +1,497+19.2% | Added |
| Eagle Rock Investment Company, LLC | 9,268 | $1.85M | 0.32% | +5+0.1% | Added |
| Wolverine Trading, LLC | 9,092 | $1.81M | 0.06% | +9,092 | New |
| O'Shaughnessy Asset Management, LLC | 8,838 | $1.77M | 0.01% | −409−4.4% | Reduced |
| Shilanski & Associates, Inc. | 8,684 | $1.73M | 0.54% | +227+2.7% | Added |
| State of Michigan Retirement System | 8,505 | $1.70M | 0.01% | +100+1.2% | Added |
| Atria Investments LLC | 8,493 | $1.70M | 0.02% | −216−2.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,463 | $1.69M | 0.01% | +644+8.2% | Added |
| Quest Partners LLC | 8,438 | $1.69M | 0.18% | +8,239+4,140.2% | Added |
| Bank of Montreal | 8,307 | $1.66M | 0.00% | +54+0.7% | Added |
| Dana Investment Advisors, Inc. | 8,281 | $1.65M | 0.06% | +1,144+16.0% | Added |
| Deutsche Bank AG | 8,164 | $1.63M | 0.00% | −8,419−50.8% | Reduced |
| QSV Equity Investors LLC | 7,983 | $1.59M | 1.65% | −18−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,872 | $1.57M | 0.02% | +4+0.1% | Added |
| Cinctive Capital Management LP | 7,824 | $1.56M | 0.12% | +7,824 | New |
| Neuberger Berman Group LLC | 7,575 | $1.51M | 0.00% | −219,229−96.7% | Reduced |
| Nations Financial Group Inc, | 7,566 | $1.51M | 0.12% | +235+3.2% | Added |
| Itau Unibanco Holding S.A. | 7,500 | $1.50M | 0.06% | +5,300+240.9% | Added |
| Sequoia Financial Advisors, LLC | 7,445 | $1.49M | 0.01% | +1,016+15.8% | Added |
| KLP Kapitalforvaltning AS | 7,400 | $1.48M | 0.01% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 7,300 | $1.46M | 0.05% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 7,187 | $1.44M | 0.06% | +168+2.4% | Added |
| Oregon Public Employees Retirement Fund | 7,178 | $1.43M | 0.03% | −53−0.7% | Reduced |
| Fifth Third Bancorp | 7,108 | $1.42M | 0.01% | +134+1.9% | Added |
| Washington Trust Advisors, Inc. | 7,045 | $1.41M | 0.12% | −200−2.8% | Reduced |
| Sargent Investment Group, LLC | 7,023 | $1.40M | 0.22% | −1,526−17.9% | Reduced |
| HighTower Advisors, LLC | 6,968 | $1.39M | 0.00% | +111+1.6% | Added |
| Ameritas Investment Partners, Inc. | 6,966 | $1.39M | 0.05% | −125−1.8% | Reduced |
| James Investment Research Inc | 6,773 | $1.35M | 0.17% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,625 | $1.32M | 0.00% | +564+9.3% | Added |
| 111 Capital | 6,535 | $1.31M | 0.25% | +6,535 | New |
| DGS Capital Management, LLC | 6,493 | $1.30M | 0.34% | +143+2.3% | Added |
| Legato Capital Management LLC | 6,453 | $1.29M | 0.17% | −10,204−61.3% | Reduced |
| XTX Topco Ltd | 6,426 | $1.28M | 0.07% | +5,269+455.4% | Added |
| Hager Investment Management Services, LLC | 6,266 | $1.25M | 0.88% | +796+14.6% | Added |
| Radnor Capital Management, LLC | 6,265 | $1.25M | 0.21% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 6,103 | $1.22M | 0.42% | −138−2.2% | Reduced |
| Valley National Advisers Inc | 6,119 | $1.22M | 0.22% | −35−0.6% | Reduced |
| TD Waterhouse Canada Inc. | 6,099 | $1.22M | 0.01% | −8,170−57.3% | Reduced |
| Private Client Services, LLC | 6,095 | $1.22M | 0.60% | +854+16.3% | Added |
| BancorpSouth Bank | 6,027 | $1.20M | 0.09% | +64+1.1% | Added |
| Allspring Global Investments Holdings, LLC | 5,967 | $1.20M | 0.00% | −95−1.6% | Reduced |
| Pictet Asset Management Holding SA | 5,988 | $1.20M | 0.00% | +508+9.3% | Added |
| Gsa Capital Partners LLP | 5,911 | $1.18M | 0.11% | +5,911 | New |
| Creative Planning | 5,802 | $1.16M | 0.00% | +1,474+34.1% | Added |
| Schonfeld Strategic Advisors LLC | 5,700 | $1.14M | 0.01% | −1,126−16.5% | Reduced |
| Croban | 5,577 | $1.11M | 1.03% | −67−1.2% | Reduced |
| Princeton Capital Management LLC | 5,334 | $1.07M | 0.37% | +4,234+384.9% | Added |
| CWM Advisors, LLC | 5,180 | $1.03M | 0.12% | +923+21.7% | Added |
| Janney Montgomery Scott LLC | 5,113 | $1.02M | 0.00% | +1,660+48.1% | Added |
| MML Investors Services, LLC | 5,067 | $1.01M | 0.00% | +217+4.5% | Added |
| Advisors Asset Management, Inc. | 5,057 | $1.01M | 0.02% | −3,652−41.9% | Reduced |
| Aigen Investment Management, LP | 4,949 | $988.4K | 0.16% | +4,141+512.5% | Added |
| Hanlon Investment Management, Inc. | 4,893 | $977.3K | 0.74% | −502−9.3% | Reduced |
| Vident Advisory, LLC | 4,874 | $973.4K | 0.01% | +16+0.3% | Added |
| Sit Investment Associates Inc | 4,865 | $972.0K | 0.02% | +415+9.3% | Added |
| First Eagle Investment Management, LLC | 4,843 | $967.2K | 0.00% | −37,177−88.5% | Reduced |
| Angeles Wealth Management, LLC | 4,816 | $961.9K | 0.08% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 4,798 | $958.3K | 0.03% | −22,932−82.7% | Reduced |
| Summit Place Financial Advisors, LLC | 4,723 | $943.3K | 0.53% | −210−4.3% | Reduced |
| Winton Group Ltd | 4,696 | $937.9K | 0.06% | +4,696 | New |
| TownSquare Capital, LLC | 4,681 | $934.7K | 0.01% | +539+13.0% | Added |
| CWM, LLC | 4,559 | $911.0K | 0.00% | +1,430+45.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,556 | $910.0K | 0.00% | −1,323−22.5% | Reduced |
| Acadian Asset Management LLC | 4,553 | $909.0K | 0.00% | +2,775+156.1% | Added |
| Legacy Wealth Asset Management, LLC | 4,520 | $902.7K | 0.25% | −171−3.6% | Reduced |
| Freedom Day Solutions, LLC | 4,510 | $900.6K | 0.28% | −281−5.9% | Reduced |
| Mackenzie Financial Corp | 4,478 | $894.3K | 0.00% | +4,478 | New |
| Buckhead Capital Management LLC | 4,407 | $880.2K | 0.28% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 4,392 | $877.2K | 0.04% | +2,519+134.5% | Added |
| Cornerstone Investment Partners, LLC | 4,323 | $863.4K | 0.04% | +504+13.2% | Added |
| Vestmark Advisory Solutions, Inc. | 4,205 | $839.8K | 0.02% | +1,310+45.3% | Added |
| Waterway Wealth Management, LLC | 4,201 | $838.9K | 0.35% | +4,201 | New |
| State of Alaska, Department of Revenue | 4,147 | $828.0K | 0.01% | +110+2.7% | Added |
| Xponance, Inc. | 4,138 | $826.4K | 0.01% | −5−0.1% | Reduced |
| BNP Paribas | 4,095 | $817.9K | 0.03% | −320−7.2% | Reduced |
| FORA Capital, LLC | 4,037 | $806.3K | 0.08% | +4,037 | New |