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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 4,326 | $1.17M | 0.00% | +4,326 | New |
| Cetera Investment Advisers | 4,370 | $1.18M | 0.00% | −12,715−74.4% | Reduced |
| Cornerstone Investment Partners, LLC | 4,376 | $1.18M | 0.05% | +53+1.2% | Added |
| CWM Advisors, LLC | 4,402 | $1.19M | 0.13% | −778−15.0% | Reduced |
| Buckhead Capital Management LLC | 4,407 | $1.19M | 0.46% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 4,478 | $1.21M | 0.00% | 00.0% | Unchanged |
| Sandler Capital Management | 4,600 | $1.24M | 0.43% | +4,600 | New |
| Illinois Municipal Retirement Fund | 4,680 | $1.26M | 0.02% | +1,889+67.7% | Added |
| Legacy Wealth Asset Management, LLC | 4,690 | $1.27M | 0.32% | +170+3.8% | Added |
| Nations Financial Group Inc, | 4,712 | $1.27M | 0.09% | −2,854−37.7% | Reduced |
| Bridgewater Associates, LP | 4,743 | $1.28M | 0.01% | −40,543−89.5% | Reduced |
| Angeles Wealth Management, LLC | 4,813 | $1.30M | 0.09% | −3−0.1% | Reduced |
| Sit Investment Associates Inc | 4,865 | $1.31M | 0.03% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 4,974 | $1.34M | 0.68% | +251+5.3% | Added |
| Virtu Financial LLC | 5,054 | $1.36M | 0.07% | +5,054 | New |
| Vestmark Advisory Solutions, Inc. | 5,125 | $1.38M | 0.02% | +920+21.9% | Added |
| First Eagle Investment Management, LLC | 5,342 | $1.44M | 0.00% | +499+10.3% | Added |
| Croban | 5,516 | $1.49M | 1.27% | −61−1.1% | Reduced |
| Neuberger Berman Group LLC | 5,583 | $1.51M | 0.00% | −1,992−26.3% | Reduced |
| Pictet Asset Management Holding SA | 5,622 | $1.52M | 0.00% | −366−6.1% | Reduced |
| Wambolt & Associates, LLC | 5,603 | $1.55M | 0.52% | −500−8.2% | Reduced |
| Valley National Advisers Inc | 5,777 | $1.56M | 0.25% | −342−5.6% | Reduced |
| BancorpSouth Bank | 5,944 | $1.60M | 0.11% | −83−1.4% | Reduced |
| HSBC Holdings PLC | 6,028 | $1.64M | 0.00% | −4,751−44.1% | Reduced |
| Advisors Asset Management, Inc. | 6,308 | $1.70M | 0.03% | +1,251+24.7% | Added |
| HighTower Advisors, LLC | 6,338 | $1.71M | 0.00% | −630−9.0% | Reduced |
| Legato Capital Management LLC | 6,453 | $1.74M | 0.21% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 6,465 | $1.75M | 0.52% | +1,131+21.2% | Added |
| TD Waterhouse Canada Inc. | 6,328 | $1.75M | 0.01% | +229+3.8% | Added |
| Brevan Howard Capital Management LP | 6,485 | $1.75M | 0.02% | −12,133−65.2% | Reduced |
| Hager Investment Management Services, LLC | 6,534 | $1.76M | 1.05% | +268+4.3% | Added |
| Radnor Capital Management, LLC | 6,565 | $1.77M | 0.28% | +300+4.8% | Added |
| Pallas Capital Advisors LLC | 6,577 | $1.78M | 0.07% | +6,577 | New |
| James Investment Research Inc | 6,773 | $1.83M | 0.22% | 00.0% | Unchanged |
| South Dakota Investment Council | 6,817 | $1.84M | 0.04% | −6,005−46.8% | Reduced |
| DGS Capital Management, LLC | 6,939 | $1.87M | 0.39% | +446+6.9% | Added |
| Ameritas Investment Partners, Inc. | 6,966 | $1.88M | 0.06% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 7,045 | $1.90M | 0.15% | 00.0% | Unchanged |
| Creative Planning | 7,140 | $1.93M | 0.00% | +1,338+23.1% | Added |
| New Mexico Educational Retirement Board | 7,300 | $1.97M | 0.06% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 7,378 | $1.99M | 0.04% | +200+2.8% | Added |
| KLP Kapitalforvaltning AS | 7,400 | $2.00M | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 7,755 | $2.09M | 0.00% | −552−6.6% | Reduced |
| New Age Alpha Advisors, LLC | 7,773 | $2.10M | 0.09% | +586+8.2% | Added |
| Sargent Investment Group, LLC | 7,004 | $2.10M | 0.28% | −19−0.3% | Reduced |
| Dana Investment Advisors, Inc. | 7,824 | $2.11M | 0.07% | −457−5.5% | Reduced |
| QSV Equity Investors LLC | 7,852 | $2.12M | 2.21% | −131−1.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,027 | $2.17M | 0.03% | +155+2.0% | Added |
| Shilanski & Associates, Inc. | 8,563 | $2.31M | 0.66% | −121−1.4% | Reduced |
| State of Michigan Retirement System | 8,605 | $2.32M | 0.01% | +100+1.2% | Added |
| CI Private Wealth, LLC | 8,846 | $2.39M | 0.00% | −490−5.2% | Reduced |
| Deutsche Bank AG | 8,877 | $2.40M | 0.00% | +713+8.7% | Added |
| O'Shaughnessy Asset Management, LLC | 9,068 | $2.45M | 0.02% | +230+2.6% | Added |
| Handelsbanken Fonder AB | 9,137 | $2.47M | 0.01% | −200−2.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,179 | $2.48M | 0.00% | −159,465−94.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,237 | $2.49M | 0.01% | +774+9.1% | Added |
| Two Sigma Investments, LP | 9,247 | $2.50M | 0.00% | −380,119−97.6% | Reduced |
| Eagle Rock Investment Company, LLC | 9,268 | $2.50M | 0.40% | 00.0% | Unchanged |
| Consolidated Planning Corp | 9,409 | $2.54M | 0.32% | −1,289−12.0% | Reduced |
| Fifth Third Bancorp | 9,527 | $2.57M | 0.01% | +2,419+34.0% | Added |
| Pathstone Holdings, LLC | 9,620 | $2.60M | 0.01% | −2,318−19.4% | Reduced |
| LPL Financial LLC | 9,793 | $2.64M | 0.00% | −22,822−70.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,014 | $2.70M | 0.01% | −54−0.5% | Reduced |
| Truist Financial Corp | 10,079 | $2.72M | 0.00% | +265+2.7% | Added |
| Louisiana State Employees Retirement System | 10,100 | $2.73M | 0.05% | +200+2.0% | Added |
| Campbell Newman Asset Management Inc | 10,182 | $2.75M | 0.22% | +675+7.1% | Added |
| Hancock Whitney Corp | 10,310 | $2.78M | 0.05% | +98+1.0% | Added |
| Captrust Financial Advisors | 10,405 | $2.81M | 0.01% | +3,780+57.1% | Added |
| Arizona State Retirement System | 10,554 | $2.85M | 0.02% | +180+1.7% | Added |
| Essex Investment Management Co LLC | 10,561 | $2.85M | 0.52% | −73−0.7% | Reduced |
| F/M Investments LLC | 10,618 | $2.87M | 0.10% | +374+3.7% | Added |
| Teachers Retirement System of the State of Kentucky | 10,736 | $2.90M | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 10,916 | $2.95M | 0.01% | +1,635+17.6% | Added |
| Algert Global LLC | 10,959 | $2.96M | 0.06% | −9,220−45.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,044 | $2.98M | 0.02% | +5,344+93.8% | Added |
| JustInvest LLC | 11,206 | $3.03M | 0.03% | +1,509+15.6% | Added |
| Rocky Mountain Advisers, LLC | 11,525 | $3.11M | 0.95% | −375−3.2% | Reduced |
| Marshall Wace, LLP | 11,695 | $3.16M | 0.00% | −19,847−62.9% | Reduced |
| State of New Jersey Common Pension Fund D | 11,744 | $3.17M | 0.01% | +1,061+9.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 12,306 | $3.32M | 0.01% | +438+3.7% | Added |
| Sequoia Financial Advisors, LLC | 12,430 | $3.36M | 0.02% | +4,985+67.0% | Added |
| Yousif Capital Management, LLC | 12,636 | $3.41M | 0.04% | −13−0.1% | Reduced |
| Brinker Capital Investments, LLC | 12,672 | $3.42M | 0.03% | +1,269+11.1% | Added |
| Bridges Investment Management Inc | 12,698 | $3.43M | 0.05% | +1,700+15.5% | Added |
| Bridge City Capital, LLC | 12,767 | $3.45M | 0.97% | −182−1.4% | Reduced |
| Mariner, LLC | 12,871 | $3.48M | 0.01% | +622+5.1% | Added |
| US Bancorp | 12,947 | $3.50M | 0.00% | −63−0.5% | Reduced |
| Blair William & Co | 13,115 | $3.54M | 0.01% | +11,017+525.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,485 | $3.59M | 0.01% | +7,929+174.0% | Added |
| Teacher Retirement System of Texas | 13,969 | $3.77M | 0.02% | −774−5.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,005 | $3.78M | 0.04% | +1,000+7.7% | Added |
| Edgestream Partners, L.P. | 14,181 | $3.83M | 0.11% | +9,383+195.6% | Added |
| Fieldview Capital Management, LLC | 14,192 | $3.83M | 0.58% | −3,638−20.4% | Reduced |
| Verition Fund Management LLC | 14,301 | $3.86M | 0.02% | −25,185−63.8% | Reduced |
| Comerica Bank | 14,345 | $3.87M | 0.02% | −222−1.5% | Reduced |
| State of Tennessee, Treasury Department | 14,365 | $3.88M | 0.01% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 14,695 | $3.97M | 0.32% | +3,764+34.4% | Added |
| Harbor Advisors LLC | 15,000 | $4.05M | 0.66% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 13,469 | $4.06M | 0.07% | −3,558−20.9% | Reduced |
| BNP Paribas Arbitrage, SA | 15,149 | $4.09M | 0.00% | −34,774−69.7% | Reduced |