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 |
|---|---|---|---|---|---|
| EFG Asset Management (North America) Corp. | 15,335 | $4.14M | 0.59% | +2,226+17.0% | Added |
| Prescott Group Capital Management, L.L.C. | 16,137 | $4.36M | 0.51% | +6,197+62.3% | Added |
| Qube Research & Technologies Ltd | 16,220 | $4.38M | 0.01% | −488,914−96.8% | Reduced |
| Citigroup Inc | 16,744 | $4.52M | 0.00% | −84,002−83.4% | Reduced |
| Amalgamated Bank | 16,820 | $4.54M | 0.04% | +257+1.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 16,863 | $4.55M | 0.01% | −13,106−43.7% | Reduced |
| Centric Wealth Management | 15,539 | $4.60M | 1.10% | +236+1.5% | Added |
| Bain Capital Public Equity, LP | 17,163 | $4.63M | 3.07% | +17,163 | New |
| Tremblant Capital Group | 17,383 | $4.69M | 0.45% | +3,544+25.6% | Added |
| Mutual of America Capital Management LLC | 17,879 | $4.83M | 0.05% | −342−1.9% | Reduced |
| CWM, LLC | 18,016 | $4.87M | 0.02% | +13,457+295.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 18,222 | $4.92M | 0.05% | +1,782+10.8% | Added |
| Guggenheim Capital LLC | 18,575 | $5.02M | 0.04% | −949−4.9% | Reduced |
| Zacks Investment Management | 18,805 | $5.08M | 0.04% | +18,805 | New |
| Public Employees Retirement System of Ohio | 19,066 | $5.15M | 0.02% | +2,747+16.8% | Added |
| Axxcess Wealth Management, LLC | 19,102 | $5.16M | 0.12% | +525+2.8% | Added |
| MetLife Investment Management | 19,375 | $5.23M | 0.03% | −286−1.5% | Reduced |
| Thrivent Financial for Lutherans | 19,701 | $5.32M | 0.01% | −40,762−67.4% | Reduced |
| Pinnacle Associates Ltd | 19,940 | $5.38M | 0.08% | +19,940 | New |
| IMC-Chicago, LLC | 20,000 | $5.40M | 0.14% | +20,000 | New |
| Lighthouse Investment Partners, LLC | 20,930 | $5.65M | 0.25% | +20,930 | New |
| Aquatic Capital Management LLC | 21,009 | $5.67M | 0.11% | −2,418−10.3% | Reduced |
| Gotham Asset Management, LLC | 21,170 | $5.72M | 0.03% | 00.0% | Unchanged |
| Thames Capital Management LLC | 21,344 | $5.76M | 1.31% | +21,344 | New |
| Advisors Capital Management, LLC | 21,610 | $5.84M | 0.08% | +1,422+7.0% | Added |
| Colony Group, LLC | 23,120 | $6.24M | 0.01% | +1,333+6.1% | Added |
| CastleKnight Management LP | 24,000 | $6.48M | 0.43% | +22,200+1,233.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 24,015 | $6.48M | 1.02% | +24,015 | New |
| Stifel Financial Corp | 24,500 | $6.62M | 0.01% | −18,039−42.4% | Reduced |
| Prudential Financial Inc | 22,505 | $6.66M | 0.01% | +935+4.3% | Added |
| Barclays PLC | 24,699 | $6.67M | 0.00% | −5,891−19.3% | Reduced |
| Sarasin & Partners LLP | 25,000 | $6.75M | 0.07% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 25,246 | $6.82M | 0.01% | +3,682+17.1% | Added |
| Peregrine Investment Management Inc | 25,810 | $6.97M | 4.45% | +2,100+8.9% | Added |
| Castleark Management LLC | 27,400 | $7.40M | 0.22% | −12,620−31.5% | Reduced |
| Van Eck Associates Corp | 28,396 | $7.67M | 0.01% | −4,021−12.4% | Reduced |
| Great West Life Assurance Co | 28,458 | $7.69M | 0.01% | −733−2.5% | Reduced |
| Prana Capital Management, LP | 29,244 | $7.90M | 0.29% | +29,244 | New |
| Winton Group Ltd | 29,430 | $7.95M | 0.41% | +24,734+526.7% | Added |
| Ensign Peak Advisors, Inc | 29,477 | $7.96M | 0.01% | +383+1.3% | Added |
| Natixis | 29,645 | $8.00M | 0.04% | +29,645 | New |
| Picton Mahoney Asset Management | 29,855 | $8.06M | 0.11% | +29,855 | New |
| Hotchkis & Wiley Capital Management LLC | 29,970 | $8.09M | 0.03% | +29,970 | New |
| Appleton Partners Inc | 30,380 | $8.20M | 0.58% | −4,597−13.1% | Reduced |
| Cinctive Capital Management LP | 30,626 | $8.27M | 0.46% | +22,802+291.4% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 30,895 | $8.34M | 0.45% | −815−2.6% | Reduced |
| Syon Capital LLC | 31,589 | $8.53M | 0.57% | +29,943+1,819.1% | Added |
| Verdence Capital Advisors LLC | 33,125 | $8.94M | 0.61% | +3,793+12.9% | Added |
| California State Teachers Retirement System | 33,709 | $9.10M | 0.01% | +59+0.2% | Added |
| Natixis Advisors, L.P. | 34,179 | $9.23M | 0.01% | +21,040+160.1% | Added |
| Voya Investment Management LLC | 34,673 | $9.36M | 0.01% | −4,175−10.7% | Reduced |
| Walleye Capital LLC | 34,751 | $9.38M | 0.09% | +8,214+31.0% | Added |
| Alps Advisors Inc | 36,799 | $9.94M | 0.06% | −230−0.6% | Reduced |
| First Trust Advisors LP | 38,785 | $10.5M | 0.01% | +37,486+2,885.8% | Added |
| Jackson Wealth Management, LLC | 38,955 | $10.5M | 1.14% | −340−0.9% | Reduced |
| Morse Asset Management, Inc | 39,186 | $10.6M | 2.32% | −2,724−6.5% | Reduced |
| State Board of Administration of Florida Retirement System | 39,240 | $10.6M | 0.02% | +2,995+8.3% | Added |
| Cresset Asset Management, LLC | 40,600 | $11.0M | 0.05% | +799+2.0% | Added |
| Nitorum Capital, L.P. | 40,899 | $11.0M | 1.64% | −7,929−16.2% | Reduced |
| Leeward Investments, LLC - MA | 40,987 | $11.1M | 0.59% | +40,987 | New |
| Cerity Partners LLC | 41,290 | $11.1M | 0.02% | +14,786+55.8% | Added |
| Bokf, NA | 42,116 | $11.4M | 0.18% | +5,467+14.9% | Added |
| Frontier Capital Management Co LLC | 44,054 | $11.9M | 0.11% | −3,772−7.9% | Reduced |
| Allianz Asset Management GmbH | 44,732 | $12.1M | 0.02% | +1,319+3.0% | Added |
| Capital Fund Management S.A. | 46,536 | $12.6M | 0.14% | +4,741+11.3% | Added |
| Peregrine Capital Management LLC | 47,339 | $12.8M | 0.39% | −9,213−16.3% | Reduced |
| Russell Investments Group, Ltd. | 47,396 | $12.8M | 0.02% | +15,883+50.4% | Added |
| Intech Investment Management LLC | 47,592 | $12.9M | 0.12% | +938+2.0% | Added |
| New York State Teachers Retirement System | 47,596 | $12.9M | 0.03% | −300−0.6% | Reduced |
| PEAK6 LLC | 48,396 | $13.1M | 0.44% | +38,786+403.6% | Added |
| Janus Henderson Group PLC | 48,520 | $13.1M | 0.01% | +32,555+203.9% | Added |
| Agf Management Ltd | 49,603 | $13.4M | 0.06% | −21,902−30.6% | Reduced |
| American Century Companies Inc | 49,864 | $13.5M | 0.01% | −51,133−50.6% | Reduced |
| Royal Bank of Canada | 52,187 | $14.1M | 0.00% | +16,440+46.0% | Added |
| Man Group plc | 53,521 | $14.5M | 0.03% | −35,814−40.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 54,206 | $14.6M | 0.32% | +54,206 | New |
| Ieq Capital, LLC | 54,716 | $14.8M | 0.09% | +38,869+245.3% | Added |
| Wells Fargo & Company | 56,010 | $15.1M | 0.00% | −2,271−3.9% | Reduced |
| CCM Investment Advisers LLC | 56,057 | $15.1M | 1.63% | +2,619+4.9% | Added |
| GW&K Investment Management, LLC | 56,122 | $15.2M | 0.14% | −46−0.1% | Reduced |
| Epoch Investment Partners, Inc. | 56,722 | $15.3M | 0.08% | −80,337−58.6% | Reduced |
| Envestnet Asset Management Inc | 57,916 | $15.6M | 0.00% | −65,376−53.0% | Reduced |
| Ameriprise Financial Inc | 58,152 | $15.7M | 0.00% | −949−1.6% | Reduced |
| Alliancebernstein L.P. | 58,417 | $15.8M | 0.01% | −114−0.2% | Reduced |
| Empire Life Investments Inc. | 63,264 | $17.1M | 1.09% | −11,587−15.5% | Reduced |
| Granite Investment Partners, LLC | 64,690 | $17.5M | 0.85% | +64,690 | New |
| Kettle Hill Capital Management, LLC | 65,451 | $17.7M | 4.09% | +65,451 | New |
| Waratah Capital Advisors Ltd. | 65,470 | $17.7M | 1.20% | −3,358−4.9% | Reduced |
| California Public Employees Retirement System | 67,105 | $18.1M | 0.01% | +85+0.1% | Added |
| State of Wisconsin Investment Board | 67,178 | $18.1M | 0.04% | −2,712−3.9% | Reduced |
| Canada Pension Plan Investment Board | 67,700 | $18.3M | 0.02% | +5,400+8.7% | Added |
| Legal & General Group Plc | 67,857 | $18.3M | 0.00% | −4,098−5.7% | Reduced |
| Treasurer of the State of North Carolina | 68,191 | $18.4M | 0.06% | +34,047+99.7% | Added |
| Glenmede Investment Management, LP | 68,630 | $18.5M | 0.09% | +68,630 | New |
| Swiss National Bank | 69,100 | $18.7M | 0.01% | −1,000−1.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 70,803 | $19.1M | 0.05% | −125,776−64.0% | Reduced |
| SEI Investments Co | 77,861 | $21.0M | 0.02% | +49,809+177.6% | Added |
| Massachusetts Financial Services Co | 81,959 | $22.1M | 0.01% | −609,041−88.1% | Reduced |
| Fort Washington Investment Advisors Inc | 82,670 | $22.3M | 0.13% | +3,190+4.0% | Added |
| Westwood Holdings Group Inc. | 82,846 | $22.4M | 0.16% | +82,846 | New |