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 |
|---|---|---|---|---|---|
| Twin Tree Management, LP | 86,524 | $23.4M | 0.59% | +86,524 | New |
| Nuveen, LLC | 87,356 | $23.6M | 0.01% | −140,975−61.7% | Reduced |
| Two Sigma Advisers, LP | 88,000 | $23.8M | 0.05% | −261,500−74.8% | Reduced |
| STRS Ohio | 89,881 | $24.3M | 0.09% | −6,060−6.3% | Reduced |
| Quantinno Capital Management LP | 94,077 | $25.4M | 0.11% | +56,516+150.5% | Added |
| Rhumbline Advisers | 96,474 | $26.0M | 0.02% | +448+0.5% | Added |
| Basswood Capital Management, L.L.C. | 96,647 | $26.1M | 1.30% | +20,227+26.5% | Added |
| New York State Common Retirement Fund | 102,067 | $27.6M | 0.04% | +80,506+373.4% | Added |
| Rockefeller Capital Management L.P. | 104,059 | $28.1M | 0.06% | −1,415−1.3% | Reduced |
| Braun Stacey Associates Inc | 104,423 | $28.2M | 1.02% | −23,664−18.5% | Reduced |
| TimesSquare Capital Management, LLC | 105,350 | $28.4M | 0.41% | +105,350 | New |
| WCM Investment Management, LLC | 110,404 | $29.7M | 0.07% | +23,824+27.5% | Added |
| Retirement Systems of Alabama | 114,411 | $30.9M | 0.11% | +852+0.8% | Added |
| Samlyn Capital, LLC | 124,703 | $33.7M | 0.49% | +124,703 | New |
| Lord, Abbett & Co. LLC | 129,346 | $34.9M | 0.11% | +5,777+4.7% | Added |
| Ceredex Value Advisors LLC | 130,250 | $35.2M | 0.76% | +88,950+215.4% | Added |
| Cramer Rosenthal McGlynn LLC | 132,847 | $35.9M | 2.47% | +40,083+43.2% | Added |
| UBS Asset Management Americas Inc | 142,531 | $38.5M | 0.01% | +37,133+35.2% | Added |
| Principal Financial Group Inc | 143,012 | $38.6M | 0.02% | −1,537−1.1% | Reduced |
| Franklin Resources Inc | 144,728 | $39.1M | 0.01% | −6,531−4.3% | Reduced |
| Royce & Associates LP | 146,085 | $39.4M | 0.40% | +111,885+327.1% | Added |
| Global Alpha Capital Management Ltd. | 163,335 | $44.1M | 2.75% | −28,050−14.7% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 169,745 | $45.8M | 0.70% | +169,745 | New |
| Holocene Advisors, LP | 173,271 | $46.8M | 0.12% | +116,726+206.4% | Added |
| ProShare Advisors LLC | 176,211 | $47.6M | 0.09% | +68,566+63.7% | Added |
| UBS Group AG | 185,322 | $50.0M | 0.01% | −596,864−76.3% | Reduced |
| Junto Capital Management LP | 194,482 | $52.5M | 1.11% | +194,482 | New |
| Raymond James Financial Inc | 195,277 | $52.7M | 0.02% | +43,476+28.6% | Added |
| Balyasny Asset Management LLC | 195,785 | $52.9M | 0.12% | +195,785 | New |
| Schroder Investment Management Group | 201,095 | $54.1M | 0.05% | +119,473+146.4% | Added |
| Boston Trust Walden Corp | 203,292 | $54.9M | 0.39% | +39,263+23.9% | Added |
| Victory Capital Management Inc | 203,731 | $55.0M | 0.04% | +97,221+91.3% | Added |
| Manufacturers Life Insurance Company, The | 209,622 | $56.6M | 0.05% | +54,152+34.8% | Added |
| Macquarie Group Ltd | 210,304 | $56.8M | 0.07% | +16,551+8.5% | Added |
| Primecap Management Co | 230,720 | $62.3M | 0.05% | −21,410−8.5% | Reduced |
| Bain Capital Public Equity Management II, LLC | 247,444 | $66.8M | 3.16% | +247,444 | New |
| Goldman Sachs Group Inc | 251,050 | $67.8M | 0.01% | −59,982−19.3% | Reduced |
| Bank of America Corp | 278,622 | $75.2M | 0.01% | −16,756−5.7% | Reduced |
| Stephens Investment Management Group LLC | 298,480 | $80.6M | 1.06% | +13,223+4.6% | Added |
| Paralel Advisors LLC | 300,000 | $81.0M | 3.30% | 00.0% | Unchanged |
| Northern Trust Corp | 317,619 | $85.8M | 0.01% | +22,526+7.6% | Added |
| Fisher Asset Management, LLC | 319,773 | $86.3M | 0.03% | −35,446−10.0% | Reduced |
| Bank of New York Mellon Corp | 357,686 | $96.6M | 0.02% | −21,650−5.7% | Reduced |
| Charles Schwab Investment Management Inc | 362,151 | $97.8M | 0.02% | +6,429+1.8% | Added |
| Channing Capital Management, LLC | 363,702 | $98.2M | 2.73% | +326,828+886.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 381,029 | $102.9M | 0.38% | −304,515−44.4% | Reduced |
| William Blair Investment Management, LLC | 395,088 | $106.7M | 0.28% | +395,088 | New |
| Eminence Capital, LP | 447,048 | $120.7M | 1.78% | −87,327−16.3% | Reduced |
| Bahl & Gaynor Inc | 464,592 | $125.4M | 0.63% | +17,056+3.8% | Added |
| Wellington Management Group LLP | 563,617 | $152.2M | 0.03% | +394,040+232.4% | Added |
| Norges Bank | 581,678 | $157.1M | 0.02% | +82,333+16.5% | Added |
| Capital International Investors | 601,048 | $162.3M | 0.03% | +601,048 | New |
| JPMorgan Chase & Co | 606,378 | $163.7M | 0.01% | −41,853−6.5% | Reduced |
| Dimensional Fund Advisors LP | 626,761 | $169.2M | 0.04% | +65,797+11.7% | Added |
| Morgan Stanley | 637,571 | $172.2M | 0.01% | −71,782−10.1% | Reduced |
| Price T Rowe Associates Inc | 654,335 | $176.7M | 0.02% | +141,174+27.5% | Added |
| Geode Capital Management, LLC | 831,588 | $224.6M | 0.02% | +59,611+7.7% | Added |
| FMR LLC | 862,050 | $232.8M | 0.01% | +666,897+341.7% | Added |
| AQR Capital Management LLC | 872,844 | $235.7M | 0.19% | +386,479+79.5% | Added |
| TD Asset Management Inc | 955,407 | $258.0M | 0.22% | +372,036+63.8% | Added |
| State Street Corp | 1,129,645 | $305.0M | 0.01% | −8,491−0.7% | Reduced |
| Millennium Management LLC | 1,246,759 | $336.6M | 0.30% | +636,871+104.4% | Added |
| Invesco Ltd. | 1,407,278 | $380.0M | 0.06% | +540,401+62.3% | Added |
| Boston Partners | 1,720,164 | $465.4M | 0.52% | +181,137+11.8% | Added |
| BlackRock, Inc. | 3,569,824 | $963.9M | 0.02% | −3110.0% | Reduced |
| Vanguard Group Inc | 3,837,425 | $1.04B | 0.02% | −25,265−0.7% | Reduced |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −212,400−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −186,735−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −139,060−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −132,839−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −127,278−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −118,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −95,210−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −93,431−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −92,953−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −88,929−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −98,857−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −72,033−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −68,889−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −46,000−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −45,136−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −44,918−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −39,413−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −39,106−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −33,964−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −28,966−100.0% | Sold out |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −22,572−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −19,793−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −19,023−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −18,435−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −18,219−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −17,075−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −16,791−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −13,943−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −13,191−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,642−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −8,816−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −10,309−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,140−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,563−100.0% | Sold out |