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, Q2 2025
Institutional positions in Evercore Inc. as of Jun 30, 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
- 566
- +18 vs. Q1 2025
- Shares held
- 35.7M
- +1.37M (+4.0%) vs. Q1 2025
- Total value
- $9.65B
- +$2.79B (+40.8%) vs. Q1 2025
- New holders
- 118
- 198 more added
- Sold out
- 100
- 189 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,837,425 | $1.04B | 0.02% | −25,265−0.7% | Reduced |
| BlackRock, Inc. | 3,569,824 | $963.9M | 0.02% | −3110.0% | Reduced |
| Boston Partners | 1,720,164 | $465.4M | 0.52% | +181,137+11.8% | Added |
| Invesco Ltd. | 1,407,278 | $380.0M | 0.06% | +540,401+62.3% | Added |
| Millennium Management LLC | 1,246,759 | $336.6M | 0.30% | +636,871+104.4% | Added |
| State Street Corp | 1,129,645 | $305.0M | 0.01% | −8,491−0.7% | Reduced |
| TD Asset Management Inc | 955,407 | $258.0M | 0.22% | +372,036+63.8% | Added |
| AQR Capital Management LLC | 872,844 | $235.7M | 0.19% | +386,479+79.5% | Added |
| FMR LLC | 862,050 | $232.8M | 0.01% | +666,897+341.7% | Added |
| Geode Capital Management, LLC | 831,588 | $224.6M | 0.02% | +59,611+7.7% | Added |
| Price T Rowe Associates Inc | 654,335 | $176.7M | 0.02% | +141,174+27.5% | Added |
| Morgan Stanley | 637,571 | $172.2M | 0.01% | −71,782−10.1% | Reduced |
| Dimensional Fund Advisors LP | 626,761 | $169.2M | 0.04% | +65,797+11.7% | Added |
| JPMorgan Chase & Co | 606,378 | $163.7M | 0.01% | −41,853−6.5% | Reduced |
| Capital International Investors | 601,048 | $162.3M | 0.03% | +601,048 | New |
| Norges Bank | 581,678 | $157.1M | 0.02% | +82,333+16.5% | Added |
| Wellington Management Group LLP | 563,617 | $152.2M | 0.03% | +394,040+232.4% | Added |
| Bahl & Gaynor Inc | 464,592 | $125.4M | 0.63% | +17,056+3.8% | Added |
| Eminence Capital, LP | 447,048 | $120.7M | 1.78% | −87,327−16.3% | Reduced |
| William Blair Investment Management, LLC | 395,088 | $106.7M | 0.28% | +395,088 | New |
| Fuller & Thaler Asset Management, Inc. | 381,029 | $102.9M | 0.38% | −304,515−44.4% | Reduced |
| Channing Capital Management, LLC | 363,702 | $98.2M | 2.73% | +326,828+886.3% | Added |
| Charles Schwab Investment Management Inc | 362,151 | $97.8M | 0.02% | +6,429+1.8% | Added |
| Bank of New York Mellon Corp | 357,686 | $96.6M | 0.02% | −21,650−5.7% | Reduced |
| Fisher Asset Management, LLC | 319,773 | $86.3M | 0.03% | −35,446−10.0% | Reduced |
| Northern Trust Corp | 317,619 | $85.8M | 0.01% | +22,526+7.6% | Added |
| Paralel Advisors LLC | 300,000 | $81.0M | 3.30% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 298,480 | $80.6M | 1.06% | +13,223+4.6% | Added |
| Bank of America Corp | 278,622 | $75.2M | 0.01% | −16,756−5.7% | Reduced |
| Goldman Sachs Group Inc | 251,050 | $67.8M | 0.01% | −59,982−19.3% | Reduced |
| Bain Capital Public Equity Management II, LLC | 247,444 | $66.8M | 3.16% | +247,444 | New |
| Primecap Management Co | 230,720 | $62.3M | 0.05% | −21,410−8.5% | Reduced |
| Macquarie Group Ltd | 210,304 | $56.8M | 0.07% | +16,551+8.5% | Added |
| Manufacturers Life Insurance Company, The | 209,622 | $56.6M | 0.05% | +54,152+34.8% | Added |
| Victory Capital Management Inc | 203,731 | $55.0M | 0.04% | +97,221+91.3% | Added |
| Boston Trust Walden Corp | 203,292 | $54.9M | 0.39% | +39,263+23.9% | Added |
| Schroder Investment Management Group | 201,095 | $54.1M | 0.05% | +119,473+146.4% | Added |
| Balyasny Asset Management LLC | 195,785 | $52.9M | 0.12% | +195,785 | New |
| Raymond James Financial Inc | 195,277 | $52.7M | 0.02% | +43,476+28.6% | Added |
| Junto Capital Management LP | 194,482 | $52.5M | 1.11% | +194,482 | New |
| UBS Group AG | 185,322 | $50.0M | 0.01% | −596,864−76.3% | Reduced |
| ProShare Advisors LLC | 176,211 | $47.6M | 0.09% | +68,566+63.7% | Added |
| Holocene Advisors, LP | 173,271 | $46.8M | 0.12% | +116,726+206.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 169,745 | $45.8M | 0.70% | +169,745 | New |
| Global Alpha Capital Management Ltd. | 163,335 | $44.1M | 2.75% | −28,050−14.7% | Reduced |
| Royce & Associates LP | 146,085 | $39.4M | 0.40% | +111,885+327.1% | Added |
| Franklin Resources Inc | 144,728 | $39.1M | 0.01% | −6,531−4.3% | Reduced |
| Principal Financial Group Inc | 143,012 | $38.6M | 0.02% | −1,537−1.1% | Reduced |
| UBS Asset Management Americas Inc | 142,531 | $38.5M | 0.01% | +37,133+35.2% | Added |
| Cramer Rosenthal McGlynn LLC | 132,847 | $35.9M | 2.47% | +40,083+43.2% | Added |
| Ceredex Value Advisors LLC | 130,250 | $35.2M | 0.76% | +88,950+215.4% | Added |
| Lord, Abbett & Co. LLC | 129,346 | $34.9M | 0.11% | +5,777+4.7% | Added |
| Samlyn Capital, LLC | 124,703 | $33.7M | 0.49% | +124,703 | New |
| Retirement Systems of Alabama | 114,411 | $30.9M | 0.11% | +852+0.8% | Added |
| WCM Investment Management, LLC | 110,404 | $29.7M | 0.07% | +23,824+27.5% | Added |
| TimesSquare Capital Management, LLC | 105,350 | $28.4M | 0.41% | +105,350 | New |
| Braun Stacey Associates Inc | 104,423 | $28.2M | 1.02% | −23,664−18.5% | Reduced |
| Rockefeller Capital Management L.P. | 104,059 | $28.1M | 0.06% | −1,415−1.3% | Reduced |
| New York State Common Retirement Fund | 102,067 | $27.6M | 0.04% | +80,506+373.4% | Added |
| Basswood Capital Management, L.L.C. | 96,647 | $26.1M | 1.30% | +20,227+26.5% | Added |
| Rhumbline Advisers | 96,474 | $26.0M | 0.02% | +448+0.5% | Added |
| Quantinno Capital Management LP | 94,077 | $25.4M | 0.11% | +56,516+150.5% | Added |
| STRS Ohio | 89,881 | $24.3M | 0.09% | −6,060−6.3% | Reduced |
| Two Sigma Advisers, LP | 88,000 | $23.8M | 0.05% | −261,500−74.8% | Reduced |
| Nuveen, LLC | 87,356 | $23.6M | 0.01% | −140,975−61.7% | Reduced |
| Twin Tree Management, LP | 86,524 | $23.4M | 0.59% | +86,524 | New |
| Westwood Holdings Group Inc. | 82,846 | $22.4M | 0.16% | +82,846 | New |
| Fort Washington Investment Advisors Inc | 82,670 | $22.3M | 0.13% | +3,190+4.0% | Added |
| Massachusetts Financial Services Co | 81,959 | $22.1M | 0.01% | −609,041−88.1% | Reduced |
| SEI Investments Co | 77,861 | $21.0M | 0.02% | +49,809+177.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 70,803 | $19.1M | 0.05% | −125,776−64.0% | Reduced |
| Swiss National Bank | 69,100 | $18.7M | 0.01% | −1,000−1.4% | Reduced |
| Glenmede Investment Management, LP | 68,630 | $18.5M | 0.09% | +68,630 | New |
| Treasurer of the State of North Carolina | 68,191 | $18.4M | 0.06% | +34,047+99.7% | Added |
| Legal & General Group Plc | 67,857 | $18.3M | 0.00% | −4,098−5.7% | Reduced |
| Canada Pension Plan Investment Board | 67,700 | $18.3M | 0.02% | +5,400+8.7% | Added |
| State of Wisconsin Investment Board | 67,178 | $18.1M | 0.04% | −2,712−3.9% | Reduced |
| California Public Employees Retirement System | 67,105 | $18.1M | 0.01% | +85+0.1% | Added |
| Waratah Capital Advisors Ltd. | 65,470 | $17.7M | 1.20% | −3,358−4.9% | Reduced |
| Kettle Hill Capital Management, LLC | 65,451 | $17.7M | 4.09% | +65,451 | New |
| Granite Investment Partners, LLC | 64,690 | $17.5M | 0.85% | +64,690 | New |
| Empire Life Investments Inc. | 63,264 | $17.1M | 1.09% | −11,587−15.5% | Reduced |
| Alliancebernstein L.P. | 58,417 | $15.8M | 0.01% | −114−0.2% | Reduced |
| Ameriprise Financial Inc | 58,152 | $15.7M | 0.00% | −949−1.6% | Reduced |
| Envestnet Asset Management Inc | 57,916 | $15.6M | 0.00% | −65,376−53.0% | Reduced |
| Epoch Investment Partners, Inc. | 56,722 | $15.3M | 0.08% | −80,337−58.6% | Reduced |
| GW&K Investment Management, LLC | 56,122 | $15.2M | 0.14% | −46−0.1% | Reduced |
| CCM Investment Advisers LLC | 56,057 | $15.1M | 1.63% | +2,619+4.9% | Added |
| Wells Fargo & Company | 56,010 | $15.1M | 0.00% | −2,271−3.9% | Reduced |
| Ieq Capital, LLC | 54,716 | $14.8M | 0.09% | +38,869+245.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 54,206 | $14.6M | 0.32% | +54,206 | New |
| Man Group plc | 53,521 | $14.5M | 0.03% | −35,814−40.1% | Reduced |
| Royal Bank of Canada | 52,187 | $14.1M | 0.00% | +16,440+46.0% | Added |
| American Century Companies Inc | 49,864 | $13.5M | 0.01% | −51,133−50.6% | Reduced |
| Agf Management Ltd | 49,603 | $13.4M | 0.06% | −21,902−30.6% | Reduced |
| Janus Henderson Group PLC | 48,520 | $13.1M | 0.01% | +32,555+203.9% | Added |
| PEAK6 LLC | 48,396 | $13.1M | 0.44% | +38,786+403.6% | Added |
| New York State Teachers Retirement System | 47,596 | $12.9M | 0.03% | −300−0.6% | Reduced |
| Intech Investment Management LLC | 47,592 | $12.9M | 0.12% | +938+2.0% | Added |
| Russell Investments Group, Ltd. | 47,396 | $12.8M | 0.02% | +15,883+50.4% | Added |