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 |
|---|---|---|---|---|---|
| Peregrine Capital Management LLC | 47,339 | $12.8M | 0.39% | −9,213−16.3% | Reduced |
| Capital Fund Management S.A. | 46,536 | $12.6M | 0.14% | +4,741+11.3% | Added |
| Allianz Asset Management GmbH | 44,732 | $12.1M | 0.02% | +1,319+3.0% | Added |
| Frontier Capital Management Co LLC | 44,054 | $11.9M | 0.11% | −3,772−7.9% | Reduced |
| Bokf, NA | 42,116 | $11.4M | 0.18% | +5,467+14.9% | Added |
| Cerity Partners LLC | 41,290 | $11.1M | 0.02% | +14,786+55.8% | Added |
| Leeward Investments, LLC - MA | 40,987 | $11.1M | 0.59% | +40,987 | New |
| Nitorum Capital, L.P. | 40,899 | $11.0M | 1.64% | −7,929−16.2% | Reduced |
| Cresset Asset Management, LLC | 40,600 | $11.0M | 0.05% | +799+2.0% | Added |
| State Board of Administration of Florida Retirement System | 39,240 | $10.6M | 0.02% | +2,995+8.3% | Added |
| Morse Asset Management, Inc | 39,186 | $10.6M | 2.32% | −2,724−6.5% | Reduced |
| Jackson Wealth Management, LLC | 38,955 | $10.5M | 1.14% | −340−0.9% | Reduced |
| First Trust Advisors LP | 38,785 | $10.5M | 0.01% | +37,486+2,885.8% | Added |
| Alps Advisors Inc | 36,799 | $9.94M | 0.06% | −230−0.6% | Reduced |
| Walleye Capital LLC | 34,751 | $9.38M | 0.09% | +8,214+31.0% | Added |
| Voya Investment Management LLC | 34,673 | $9.36M | 0.01% | −4,175−10.7% | Reduced |
| Natixis Advisors, L.P. | 34,179 | $9.23M | 0.01% | +21,040+160.1% | Added |
| California State Teachers Retirement System | 33,709 | $9.10M | 0.01% | +59+0.2% | Added |
| Verdence Capital Advisors LLC | 33,125 | $8.94M | 0.61% | +3,793+12.9% | Added |
| Syon Capital LLC | 31,589 | $8.53M | 0.57% | +29,943+1,819.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 30,895 | $8.34M | 0.45% | −815−2.6% | Reduced |
| Cinctive Capital Management LP | 30,626 | $8.27M | 0.46% | +22,802+291.4% | Added |
| Appleton Partners Inc | 30,380 | $8.20M | 0.58% | −4,597−13.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 29,970 | $8.09M | 0.03% | +29,970 | New |
| Picton Mahoney Asset Management | 29,855 | $8.06M | 0.11% | +29,855 | New |
| Natixis | 29,645 | $8.00M | 0.04% | +29,645 | New |
| Ensign Peak Advisors, Inc | 29,477 | $7.96M | 0.01% | +383+1.3% | Added |
| Winton Group Ltd | 29,430 | $7.95M | 0.41% | +24,734+526.7% | Added |
| Prana Capital Management, LP | 29,244 | $7.90M | 0.29% | +29,244 | New |
| Great West Life Assurance Co | 28,458 | $7.69M | 0.01% | −733−2.5% | Reduced |
| Van Eck Associates Corp | 28,396 | $7.67M | 0.01% | −4,021−12.4% | Reduced |
| Castleark Management LLC | 27,400 | $7.40M | 0.22% | −12,620−31.5% | Reduced |
| Peregrine Investment Management Inc | 25,810 | $6.97M | 4.45% | +2,100+8.9% | Added |
| Susquehanna International Group, LLP | 25,246 | $6.82M | 0.01% | +3,682+17.1% | Added |
| Sarasin & Partners LLP | 25,000 | $6.75M | 0.07% | 00.0% | Unchanged |
| Barclays PLC | 24,699 | $6.67M | 0.00% | −5,891−19.3% | Reduced |
| Prudential Financial Inc | 22,505 | $6.66M | 0.01% | +935+4.3% | Added |
| Stifel Financial Corp | 24,500 | $6.62M | 0.01% | −18,039−42.4% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 24,015 | $6.48M | 1.02% | +24,015 | New |
| CastleKnight Management LP | 24,000 | $6.48M | 0.43% | +22,200+1,233.3% | Added |
| Colony Group, LLC | 23,120 | $6.24M | 0.01% | +1,333+6.1% | Added |
| Advisors Capital Management, LLC | 21,610 | $5.84M | 0.08% | +1,422+7.0% | Added |
| Thames Capital Management LLC | 21,344 | $5.76M | 1.31% | +21,344 | New |
| Gotham Asset Management, LLC | 21,170 | $5.72M | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 21,009 | $5.67M | 0.11% | −2,418−10.3% | Reduced |
| Lighthouse Investment Partners, LLC | 20,930 | $5.65M | 0.25% | +20,930 | New |
| IMC-Chicago, LLC | 20,000 | $5.40M | 0.14% | +20,000 | New |
| Pinnacle Associates Ltd | 19,940 | $5.38M | 0.08% | +19,940 | New |
| Thrivent Financial for Lutherans | 19,701 | $5.32M | 0.01% | −40,762−67.4% | Reduced |
| MetLife Investment Management | 19,375 | $5.23M | 0.03% | −286−1.5% | Reduced |
| Axxcess Wealth Management, LLC | 19,102 | $5.16M | 0.12% | +525+2.8% | Added |
| Public Employees Retirement System of Ohio | 19,066 | $5.15M | 0.02% | +2,747+16.8% | Added |
| Zacks Investment Management | 18,805 | $5.08M | 0.04% | +18,805 | New |
| Guggenheim Capital LLC | 18,575 | $5.02M | 0.04% | −949−4.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 18,222 | $4.92M | 0.05% | +1,782+10.8% | Added |
| CWM, LLC | 18,016 | $4.87M | 0.02% | +13,457+295.2% | Added |
| Mutual of America Capital Management LLC | 17,879 | $4.83M | 0.05% | −342−1.9% | Reduced |
| Tremblant Capital Group | 17,383 | $4.69M | 0.45% | +3,544+25.6% | Added |
| Bain Capital Public Equity, LP | 17,163 | $4.63M | 3.07% | +17,163 | New |
| Centric Wealth Management | 15,539 | $4.60M | 1.10% | +236+1.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 16,863 | $4.55M | 0.01% | −13,106−43.7% | Reduced |
| Amalgamated Bank | 16,820 | $4.54M | 0.04% | +257+1.6% | Added |
| Citigroup Inc | 16,744 | $4.52M | 0.00% | −84,002−83.4% | Reduced |
| Qube Research & Technologies Ltd | 16,220 | $4.38M | 0.01% | −488,914−96.8% | Reduced |
| Prescott Group Capital Management, L.L.C. | 16,137 | $4.36M | 0.51% | +6,197+62.3% | Added |
| EFG Asset Management (North America) Corp. | 15,335 | $4.14M | 0.59% | +2,226+17.0% | Added |
| BNP Paribas Arbitrage, SA | 15,149 | $4.09M | 0.00% | −34,774−69.7% | Reduced |
| Advisory Services Network, LLC | 13,469 | $4.06M | 0.07% | −3,558−20.9% | Reduced |
| Harbor Advisors LLC | 15,000 | $4.05M | 0.66% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 14,695 | $3.97M | 0.32% | +3,764+34.4% | Added |
| State of Tennessee, Treasury Department | 14,365 | $3.88M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 14,345 | $3.87M | 0.02% | −222−1.5% | Reduced |
| Verition Fund Management LLC | 14,301 | $3.86M | 0.02% | −25,185−63.8% | Reduced |
| Fieldview Capital Management, LLC | 14,192 | $3.83M | 0.58% | −3,638−20.4% | Reduced |
| Edgestream Partners, L.P. | 14,181 | $3.83M | 0.11% | +9,383+195.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,005 | $3.78M | 0.04% | +1,000+7.7% | Added |
| Teacher Retirement System of Texas | 13,969 | $3.77M | 0.02% | −774−5.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,485 | $3.59M | 0.01% | +7,929+174.0% | Added |
| Blair William & Co | 13,115 | $3.54M | 0.01% | +11,017+525.1% | Added |
| US Bancorp | 12,947 | $3.50M | 0.00% | −63−0.5% | Reduced |
| Mariner, LLC | 12,871 | $3.48M | 0.01% | +622+5.1% | Added |
| Bridge City Capital, LLC | 12,767 | $3.45M | 0.97% | −182−1.4% | Reduced |
| Bridges Investment Management Inc | 12,698 | $3.43M | 0.05% | +1,700+15.5% | Added |
| Brinker Capital Investments, LLC | 12,672 | $3.42M | 0.03% | +1,269+11.1% | Added |
| Yousif Capital Management, LLC | 12,636 | $3.41M | 0.04% | −13−0.1% | Reduced |
| Sequoia Financial Advisors, LLC | 12,430 | $3.36M | 0.02% | +4,985+67.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 12,306 | $3.32M | 0.01% | +438+3.7% | Added |
| State of New Jersey Common Pension Fund D | 11,744 | $3.17M | 0.01% | +1,061+9.9% | Added |
| Marshall Wace, LLP | 11,695 | $3.16M | 0.00% | −19,847−62.9% | Reduced |
| Rocky Mountain Advisers, LLC | 11,525 | $3.11M | 0.95% | −375−3.2% | Reduced |
| JustInvest LLC | 11,206 | $3.03M | 0.03% | +1,509+15.6% | Added |
| Schonfeld Strategic Advisors LLC | 11,044 | $2.98M | 0.02% | +5,344+93.8% | Added |
| Algert Global LLC | 10,959 | $2.96M | 0.06% | −9,220−45.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,916 | $2.95M | 0.01% | +1,635+17.6% | Added |
| Teachers Retirement System of the State of Kentucky | 10,736 | $2.90M | 0.02% | 00.0% | Unchanged |
| F/M Investments LLC | 10,618 | $2.87M | 0.10% | +374+3.7% | Added |
| Essex Investment Management Co LLC | 10,561 | $2.85M | 0.52% | −73−0.7% | Reduced |
| Arizona State Retirement System | 10,554 | $2.85M | 0.02% | +180+1.7% | Added |
| Captrust Financial Advisors | 10,405 | $2.81M | 0.01% | +3,780+57.1% | Added |
| Hancock Whitney Corp | 10,310 | $2.78M | 0.05% | +98+1.0% | Added |